Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude+Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Social issues
Recent news which mentions Social issues
< Previous
1
2
...
11
12
13
14
15
16
17
18
19
...
32
33
Next >
Wealthy investors support Harris over Trump, new survey says
September 26, 2024
Tags
Investing
Breaking News: Investing
Politics
From
CNBC.com News
Novo Nordisk's diabetes drug Ozempic may lower the risk of opioid overdoses, study says
September 25, 2024
Tags
Pharmaceuticals
Health & Science
Science
From
CNBC.com News
49% of workers think they can meet their retirement goals — 35% say they will need over $1 million to retire comfortably
September 25, 2024
Tickers
LIFE
Tags
Retirement
Social issues
Investment strategy
From
CNBC.com News
Healthy Returns: Weight loss drug Wegovy could face Medicare price negotiations next
September 24, 2024
Tags
Health care industry
Healthy Returns
Novo Nordisk A/S
From
CNBC.com News
'Childless cat lady' is a more common lifestyle choice. Here's what being child-free means for your money
September 24, 2024
Tickers
LIFE
Tags
Personal Income
Savings
Careers
From
CNBC.com News
Novo Nordisk CEO to testify at Senate hearing over high weight loss drug prices
September 24, 2024
Tags
Companies
Novo Nordisk A/S
Business News
From
CNBC.com News
House Speaker Johnson axes Trump voting restrictions in new government funding bill
September 22, 2024
Tags
Government Shutdown
Government Programs
Republicans
From
CNBC.com News
This is the most expensive U.S. city to retire—and it isn't in California or Hawaii
September 21, 2024
Tags
Social issues
Personal finance
Retirement planning
From
CNBC.com News
Earning $200,000 a year is considered middle class in 3 states—they're not California or New York
September 20, 2024
Tags
Make It / Money
Personal finance
Make It / Earn
From
CNBC.com News
House could force vote on bill to eliminate rules that reduce pensioners' Social Security benefits
September 19, 2024
Tags
Personal spending
Personal Income
Government pensions and social security
From
CNBC.com News
Millennial and Gen Z women feel ageism most, report finds: 'My decisions were always questioned'
September 19, 2024
Tags
Make It / Work
Civil rights violations
Personnel
From
CNBC.com News
Republican House speaker floats deregulation, tax cuts — not tariffs — to pay for Trump proposals
September 18, 2024
Tags
Voting
Elections
Government and politics
From
CNBC.com News
Harris pledges to 'earn the vote' of Black men, as Trump makes gains
September 17, 2024
Tags
US: News
Social issues
Breaking News: Politics
From
CNBC.com News
Trump, who signed SALT deduction cap into law, now vows to 'get SALT back'
September 17, 2024
Tags
White House
Legislation
Democrats
From
CNBC.com News
Healthy Returns: How competitive can Roche be in the weight loss drug market?
September 17, 2024
Tags
Novo Nordisk A/S
Health care industry
Healthy Returns
From
CNBC.com News
These 10 U.S. cities offer the highest quality of life for retirees—none are in Florida
September 15, 2024
Tags
Personal finance
Social issues
Make It / Money
From
CNBC.com News
Trump tax-free overtime plan 'as fake as his tan,' Senate Finance chair says
September 13, 2024
Tags
Social issues
US: News
Politics
From
CNBC.com News
Harris' rise in polls sparks wave of wealth transfers to kids
September 13, 2024
Tags
Politics
Personal finance
Breaking News: Politics
From
CNBC.com News
JD Vance repeats inflated immigration figures rejected by experts
September 12, 2024
Tags
US: News
Social issues
Breaking News: Politics
From
CNBC.com News
U.S. median household income rose to $80,610, the first significant increase since 2019—but it's not good news for everyone
September 12, 2024
Tags
Make It / Earn
Social issues
Civil rights violations
From
CNBC.com News
Gilead's twice-yearly shot cut HIV infections by 96% in trial
September 12, 2024
Tags
Health care industry
Health & Science
Social issues
From
CNBC.com News
'Economy class syndrome' is a medical issue that can happen on flights — no matter where you sit
September 11, 2024
Tags
Health care industry
Air travel
Social issues
From
CNBC.com News
Trump wants to make IVF free. Democrats, Republicans and experts are dubious
September 10, 2024
Tags
Social issues
Politics
Personal Finance
From
CNBC.com News
Trump tells Republicans to shut down government if hardline voter ID bill gets cut from spending bill
September 10, 2024
Tags
Government Agencies
Policy
Congress
From
CNBC.com News
Healthy Returns: More than 50 million privately insured adults could be eligible for GLP-1 drugs
September 10, 2024
Tags
Health & Science
Social issues
Biotech and Pharmaceuticals
From
CNBC.com News
Tim Walz took a $135,000 early withdrawal from a retirement account—that's generally a 'lose-lose situation,' says CFP
September 09, 2024
Tags
Social issues
Make It / Save and Invest
Make It
From
CNBC.com News
The EU is a 'monster,' Dutch nationalist leader says, and it mustn't have more power
September 09, 2024
Tags
Europe Politics
Foreign policy
Government and politics
From
CNBC.com News
Why the father of 'life planning' says you're managing money the wrong way
September 08, 2024
Tags
Finance
Social issues
Mental health
From
CNBC.com News
'The starving artist' is a myth, author says: Here's what it takes for creatives to sustain a career
September 07, 2024
Tags
Dance
Entertainment
Dancer
From
CNBC.com News
Unemployment among Black workers falls in August, bucking trend from other groups
September 06, 2024
Tickers
JOBS
Tags
Jobs
Unemployment
Personnel
From
CNBC.com News
< Previous
1
2
...
11
12
13
14
15
16
17
18
19
...
32
33
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.