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 Specialty Retail
Recent news which mentions Specialty Retail
The new American shopping mall is less Macy's, more church, bowling, Barnes & Noble
August 09, 2025
Tags
CNBC Global CFO Council
Corporate Finance
Real Estate
From
CNBC.com News
Japanese baseball fans are crazy for Shohei Ohtani and the Dodgers. MLB has a plan to get them to root for every team
March 22, 2025
Tags
Specialty Retail
Sports TV
CNBC Sport
From
CNBC.com News
How to cut your wedding guest list, according to experts: It's 'the No. 1 way to save money'
August 03, 2024
Tags
Savings
Investment strategy
Personal saving
From
CNBC.com News
The average wedding costs well over $30,000. Some couples are having 'micro weddings' instead
July 06, 2024
Tags
Retail
Investing
Debt
From
CNBC.com News
Kim Kardashian’s Skims is making bride-to-be Alex Cooper the star of its wedding brand
March 25, 2024
Tags
Advertising
Breaking News: Business
Retail industry
From
CNBC.com News
Shake Shack founder Danny Meyer invests in indoor golf and entertainment company Five Iron Golf
March 12, 2024
Tickers
GOLF
Tags
Golfer
Restaurants
Specialty Retail
From
CNBC.com News
Ikea is cutting prices as inflation eases — and more could be on the way
March 11, 2024
Tags
Breaking News: Economy
World Economy
Furniture and home furnishings manufacturing
From
CNBC.com News
Spirit Halloween lives on, even when the holiday ends and stores close
November 01, 2023
Tags
Retail industry
Retail
Breaking News: Business
From
CNBC.com News
Dick's Sporting Goods slashes profit outlook as it reports uptick in retail theft
August 22, 2023
Tags
Business News
Retail
Apparel
From
CNBC.com News
Several Buy Buy Baby, Harmon stores to reopen after buyers scored deals on the bankrupt brands
August 17, 2023
Tags
Walmart Inc
Bankruptcy
Business
From
CNBC.com News
Fanatics and competitor Panini launch legal battle with a pair of lawsuits
August 07, 2023
Tags
Sports
CNBC Disruptor 50
Business News
From
CNBC.com News
Buy Buy Baby auction is canceled, but buyers are still interested in making a bid
July 07, 2023
Tags
Specialty Retail
Bed Bath & Beyond Inc
Business
From
CNBC.com News
Buy Buy Baby suitors lose interest in keeping stores open as auction nears
June 23, 2023
Tags
Retail industry
DICK'S Sporting Goods Inc
Homefurnishing Retail
From
CNBC.com News
Bed Bath & Beyond schedules separate auction for Buy Buy Baby assets
June 20, 2023
Tags
Bankruptcy
Retail industry
Retail
From
CNBC.com News
Overstock.com bids $21.5 million for Bed Bath & Beyond intellectual property assets
June 13, 2023
Tags
Specialty Retail
Corporate Debt
Bed Bath & Beyond Inc
From
CNBC.com News
At a time when most Americans are living paycheck to paycheck, the 'quiet luxury' trend takes over
June 10, 2023
Tickers
LIFE
Tags
Personal debt
Wealth
Retail
From
CNBC.com News
How NBA star Damian Lillard turned a common foot injury into a sneaker business
May 07, 2023
Tags
Small business
Injuries
Breaking News: Business
From
CNBC.com News
How A.I.-powered robots are changing retail
April 22, 2023
Tags
Specialty Retail
US: News
Walmart Inc
From
CNBC.com News
Lululemon shares jump as holiday-quarter sales surge
March 28, 2023
Tags
Apparel
Specialty Retail
Apparel Retail
From
CNBC.com News
Chewy and Petco earnings make it clear: Pet health care is their future
March 23, 2023
Tags
Retail industry
Retail
Chewy Inc
From
CNBC.com News
California governor says state won't do business with Walgreens over position on abortion pill
March 06, 2023
Tags
Retail industry
Biotechnology
Breaking News: Business
From
CNBC.com News
Peloton hires former Twitter executive Dalana Brand to be chief people officer
March 01, 2023
Tags
Retail
Retail industry
Breaking News: Business
From
CNBC.com News
This startup found success using A.I. to build beauty products. But can it keep making money?
March 01, 2023
Tags
Goldman Sachs Group Inc
Business
Specialty Retail
From
CNBC.com News
Adidas renews deal with Major League Soccer
February 22, 2023
Tags
Soccer
Sports
Retail
From
CNBC.com News
Inside Peloton's rapid rise and bitter fall — and its attempt at a comeback
February 19, 2023
Tags
Retail
Retail industry
Business News
From
CNBC.com News
Mike Tyson and Evander Holyfield to launch 'Holy Ears' cannabis-infused edibles
November 14, 2022
Tags
Marijuana
Specialty Retail
Tyson Foods Inc
From
CNBC.com News
Here's how five states voted on the legalization of recreational marijuana
November 09, 2022
Tags
Specialty Retail
Politics
Retail industry
From
CNBC.com News
How Lululemon built a multibillion-dollar athletic wear empire
October 21, 2022
Tags
Adidas AG
Sports
Retail
From
CNBC.com News
Top Specialty Retail Stocks to Buy Now and Hold
September 03, 2022
Tags
Best Stocks to Buy Now
News
Specialty Retail
From
Best Stocks
How the controversial Barbie brand made a comeback
August 24, 2022
Tags
Hasbro Inc
Earnings
Mattel Inc
From
CNBC.com News
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.