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 Stephen Sorace
Recent news which mentions Stephen Sorace
< Previous
1
2
3
4
5
6
7
8
9
...
24
25
Next >
Tesla ‘spontaneously’ catches fire on California freeway, officials say
January 29, 2023
Tags
fbn
fox/news/fox/news/us/fox/news/disasters/fox/news/fires
fox/business/technology/tesla
From
FOX Business
Georgia Gov. Kemp vows to protect businesses from protestors after anti-police riot in downtown Atlanta
January 25, 2023
Tags
fbn
fox/business/politics
1ef3fa86/6801/5c5d/a8ed/a527b51c48ea
From
FOX Business
Atlanta anti-police riots hurt downtown businesses, workers’ wallets, employees say
January 23, 2023
Tags
article
fox/business/small/business
3a70607b/c220/51b8/915a/bf68ccb98a35
From
FOX Business
No evidence Taco Bell workers put rat poison in Colorado customer’s taco after argument, authorities say
January 22, 2023
Tags
Stephen Sorace
fox/business/lifestyle
article
From
FOX Business
Carnival, Celebrity cruise crews rescue dozens of migrants drifting in small boats off Florida, videos show
January 04, 2023
Tags
fox/news/fox/news/us/fox/news/immigration/fox/news/illegal/immigrants
fox/news/fox/news/us
fox/news/fox/news/travel/fox/news/general/fox/news/cruises
From
FOX Business
JPMorgan Chase CEO Jamie Dimon: Government default would be ‘catastrophic’ ahead of funding deadline
December 11, 2022
Tags
FOXBusiness
ffdf6800/9720/5ddd/b27f/995af4091589
article
From
FOX Business
Olive Garden manager fired after time-off rant: ‘If you’re sick ... prove it to us’
December 08, 2022
Tags
Stephen Sorace
fox/business/jobs
fox/business/lifestyle
From
FOX Business
European watchdog fines Meta $276M after data ‘scraped’ from Facebook leaked online
November 28, 2022
Tags
Stephen Sorace
d8055c10/4847/5f38/b19c/54a5d4b64c54
fox/business/technology/privacy
From
FOX Business
Florida woman sues after claiming Velveeta Shells and Cheese cup takes longer than 'ready time' to prepare
November 27, 2022
Tags
fox/business/lifestyle
Stephen Sorace
FOXBusiness
From
FOX Business
Winning Powerball ticket for $2.04 billion jackpot sold in California
November 08, 2022
Tags
article
lottery
fox/news/fox/news/lifestyle
From
FOX Business
Powerball winning numbers drawn in record $1.9 billion jackpot following delay
November 08, 2022
Tags
article
fox/news/fox/news/lifestyle
FOXBusiness
From
FOX Business
Philadelphia Home Depot workers reject first storewide union in vote
November 06, 2022
Tags
fox/news/fox/news/us/fox/news/economy/fox/news/labor/unions
fox/business/organization/home/depot
fbn
From
FOX Business
Elon Musk responds to LeBron James' tweet about 'scary AF' racial slurs on Twitter
October 30, 2022
Tags
fox/business/organization/twitter
fox/business/business/leaders/elon/musk
fox/business/tech
From
FOX Business
TikTok not liable for Philadelphia girl, 10, who died trying viral ‘blackout challenge,’ court finds
October 27, 2022
Tags
article
FOXBusiness
fox/business/topic/tiktok
From
FOX Business
Giving school buses green lights improves student safety, reduces fuel consumption: new study
October 11, 2022
Tags
fox/business/technology
fox/news/fox/news/us
fox/news/fox/news/us/fox/news/us/regions/fox/news/southeast/fox/news/georgia
From
FOX Business
Texas Pete hot sauce sued after consumer learns product is made in North Carolina
October 10, 2022
Tags
article
FOXBusiness
fox/business/industries/retail
From
FOX Business
iPhone 14 crash detection feature reportedly dials 911 from roller coasters
October 10, 2022
Tags
fbn
fox/news/fox/news/us
fox/business/technology
From
FOX Business
Economist Mohamed El-Erian says US economy ‘on bumpy journey to better destination’
October 09, 2022
Tags
fox/business/markets
FOXBusiness
article
From
FOX Business
Barges grounded in Mississippi River as water levels approach record lows
October 09, 2022
Tags
fbn
1aa0b8d3/4703/5168/bcc5/b64319ba18d4
fox/business/markets/economy
From
FOX Business
Juul cancels plan to expand outside US, to lay off staff: report
October 06, 2022
Tags
7ba7b98d/0d24/5823/a6fd/c089ce3de407
fbn
FOXBusiness
From
FOX Business
NASA to roll Artemis I rocket back inside hangar ahead of Hurricane Ian
September 26, 2022
Tags
article
fox/news/fox/news/science/fox/news/air/and/space/fox/news/spaceflight
Stephen Sorace
From
FOX Business
Americans increasingly unhappy with Biden’s handling of economy, poll shows
September 26, 2022
Tags
fox/business/politics
fox/business/person/joe/biden
fbn
From
FOX Business
Pfizer CEO Albert Bourla tests positive for COVID-19 for second time in less than 2 months
September 25, 2022
Tags
Stephen Sorace
3977c4ff/304d/5f9a/a6e6/f3e2eedaeeac
article
From
FOX Business
Bed Bath and Beyond issue statement on death of CFO Gustavo Arnal: ‘Will be truly missed’
September 04, 2022
Tags
Stephen Sorace
fox/business/industries/retail
article
From
FOX Business
Bed Bath and Beyond CFO Gustavo Arnal ID’d as man who jumped from NYC building, report says
September 04, 2022
Tags
fbn
ce3e67c3/6555/54dc/9539/2ba92fed51df
Stephen Sorace
From
FOX Business
2 Air France pilots suspended after fistfight in cockpit
August 29, 2022
Tags
article
fox/news/fox/news/travel/fox/news/regions/fox/news/europe
FOXBusiness
From
FOX Business
Disney’s theme park price hike nets more profit from fewer visitors: report
August 28, 2022
Tags
article
FOXBusiness
Stephen Sorace
From
FOX Business
Pfizer CEO Albert Bourla says he tested positive for COVID-19, has mild symptoms
August 15, 2022
Tags
fox/business/topic/coronavirus
fox/business/business/leaders
FOXBusiness
From
FOX Business
Laxatives recalled from CVS, Walgreens, other major retailers after contamination
July 27, 2022
Tags
034f56a4/e7df/5c76/994c/a8e846d6de3f
fox/news/fox/news/newsedge/fox/news/health
fbn
From
FOX Business
Iran grants bail to American conservationist jailed on espionage charges, report says
July 27, 2022
Tickers
FNC
Tags
fox/news/world/environment
fox/news/world/world/regions/middle/east
3777ed0f/f865/5853/9cfd/f9573f78229c
From
FOX Business
< Previous
1
2
3
4
5
6
7
8
9
...
24
25
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.