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
...
14
15
16
17
18
19
20
21
22
...
32
33
Next >
Women are set to inherit trillions of dollars in the great 'horizontal wealth transfer'
July 12, 2024
Tags
Business News
Social issues
Investing
From
CNBC.com News
Global population to peak within this century as birth rates fall, United Nations report says
July 11, 2024
Tags
Social issues
World News
Europe News
From
CNBC.com News
Alabama is America's Most Improved State for Business in 2024, led by a surging workforce
July 11, 2024
Tags
Social issues
U/S/ Economy
US: News
From
CNBC.com News
FTC to sue drug middlemen over prices of medications including insulin
July 10, 2024
Tags
Business News
Breaking News: Politics
UnitedHealth Group Inc
From
CNBC.com News
'Taxes are on sale': Why now is a great time to save in a Roth account, says CPA
July 10, 2024
Tags
Taxes
Social issues
Retirement planning
From
CNBC.com News
Senators strike bipartisan deal for a ban on stock trading by members of Congress
July 10, 2024
Tags
Congress
US: News
Government and politics
From
CNBC.com News
15 U.S. states with the lowest cost of living—a single person can live there comfortably on $20 an hour
July 09, 2024
Tags
Social issues
Personnel
Make It
From
CNBC.com News
'A kind of civil war': Divided France on high alert for civil unrest amid political earthquake
July 06, 2024
Tags
Foreign policy
Civil rights violations
International: Top News And Analysis
From
CNBC.com News
Jobless rates rise in June for white, Black and Hispanic women but fall for men in the three racial groups
July 05, 2024
Tickers
JOBS
Tags
US Economy
Economy
Jobs
From
CNBC.com News
U.S. named the worst place for British families to move abroad. Here's why
July 03, 2024
Tickers
LIFE
Tags
Employment
Life
Personnel
From
CNBC.com News
Millions of student loan borrowers to see their bills lowered in July — here is what else to know
July 03, 2024
Tags
Personal Finance
Student Loans
Breaking News: Politics
From
CNBC.com News
Trump may roll back student loan forgiveness programs if elected to second term
July 02, 2024
Tags
Personal finance
Social issues
Loans
From
CNBC.com News
The 15 U.S. states with the highest cost of living for single people—No. 1 isn't California, New York or Hawaii
July 02, 2024
Tags
Social issues
Personnel
Labor economy
From
CNBC.com News
Former Trump lawyer Rudy Giuliani disbarred in New York after criminal indictments
July 02, 2024
Tickers
LAW
LAWS
Tags
National security
Government and politics
Law
From
CNBC.com News
The salary Americans say they'd need to earn to feel rich at every age—it's less than $1 million
July 02, 2024
Tags
Make It / Money
Lifestyle
Make It / Earn
From
CNBC.com News
28-year-old mom's teacher salary largely goes toward child care—the real costs of quitting to stay home with your kids
July 01, 2024
Tags
Social issues
Personnel
Labor economy
From
CNBC.com News
Student loan payments go on pause for millions of borrowers
June 28, 2024
Tags
Breaking News: Investing
Personal finance
Investment strategy
From
CNBC.com News
Medicare-related stocks rise after poor Biden debate performance
June 28, 2024
Tags
Elections
Humana Inc
Breaking News: Markets
From
CNBC.com News
Drug prices have risen almost 40% over the last decade, according to a new tracker
June 27, 2024
Tags
Drug Retail
Health insurance
Markets
From
CNBC.com News
Biden Cabinet officials roll out new plans to cut costs of living ahead of Trump debate
June 26, 2024
Tags
Social issues
Breaking News: Politics
United States Election 2024
From
CNBC.com News
Biden's new student loan relief plan is on pause. Here's what borrowers need to know
June 26, 2024
Tags
Investment strategy
Breaking News: Investing
Instacart (Maplebear Inc)
From
CNBC.com News
Biden administration to lower costs for 64 drugs through inflation penalties on drugmakers
June 26, 2024
Tags
Biotechnology
Politics
Companies
From
CNBC.com News
Your 401(k) is up, and a new report shows increased savings. But Americans need to do more
June 26, 2024
Tags
Markets
Wall Street
American Vanguard Corp
From
CNBC.com News
Judges halt key parts of Biden’s student loan forgiveness, repayment plan — risking relief for millions
June 25, 2024
Tags
Politics
Social issues
Breaking News: Politics
From
CNBC.com News
Yellen announces $100 million affordable housing fund as shelter costs weigh on Biden
June 24, 2024
Tags
Social issues
Breaking News: Politics
China Politics
From
CNBC.com News
How much a single person needs to earn to live alone in the 25 largest U.S. cities
June 22, 2024
Tags
Labor economy
Make It / Money
Make It / Earn
From
CNBC.com News
How the vodka soda became 'gay water'
June 22, 2024
Tickers
LGBT
LIFE
Tags
Alcoholic beverages
Food and drink
stocks
From
CNBC.com News
Education Department looks to expand Public Service Loan Forgiveness eligibility
June 21, 2024
Tags
Labor economy
Personal finance
Personal loans
From
CNBC.com News
Supreme Court rejects challenge to tax on foreign investments — but avoids wealth tax debate
June 21, 2024
Tags
National taxes
Taxes
Tax Planning
From
CNBC.com News
The salary a family of 4 needs to get by in every U.S. state—it's more than $150,000 in the most expensive one
June 20, 2024
Tags
Social issues
Make It
Personal finance
From
CNBC.com News
< Previous
1
2
...
14
15
16
17
18
19
20
21
22
...
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.