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 >
Tens of thousands in Ohio, Indiana, Illinois, Wisconsin lose power in severe storms as excessive heat forecast
June 14, 2022
Tickers
FNC
Tags
Stephen Sorace
fox/news/us/us/regions/midwest/ohio
Fox News
From
FOXNews.com
Texas police shoot, kill man armed with gun at youth summer camp, authorities say
June 13, 2022
Tickers
FNC
Tags
Fox News
Stephen Sorace
fnc
From
FOXNews.com
Washington firefighters rescue father, 2 daughters from river after boat capsizes
June 13, 2022
Tickers
FNC
Tags
article
fox/news/us
fox/news/great/outdoors
From
FOXNews.com
NYC robbery suspects impersonated FedEx workers to force way into apartment, shoot man in chest: police
June 13, 2022
Tickers
FNC
Tags
fox/news/us/crime
fnc
fox/news/us/new/york/city
From
FOXNews.com
Maryland deputy shot, killed while chasing fugitive; manhunt leads to suspect’s capture
June 13, 2022
Tickers
FNC
Tags
fox/news/us/crime/police/and/law/enforcement
fox/news/us/us/regions/northeast/maryland
fox/news/us
From
FOXNews.com
Washington to pay Seattle alleged criminal $250 each day he doesn’t get mental health treatment: reports
June 12, 2022
Tickers
FNC
Tags
fnc
fox/news/us/crime
Stephen Sorace
From
FOXNews.com
Economist Mohamed El-Erian says most inflation ‘could have been avoided’ if Fed acted earlier
June 12, 2022
Tags
fox/business/markets/economy
9245d867/5e3f/518c/a24f/ecf8b5bc1fd3
fox/business/politics
From
FOX Business
Economist Mohamed El-Erian: Most current inflation ‘could have been avoided’ if Fed acted earlier
June 12, 2022
Tickers
FNC
Tags
8d409796/b280/557c/8cca/12be45025c4c
fnc
Stephen Sorace
From
FOXNews.com
NYC man wanted in unprovoked subway slashings, police say
June 12, 2022
Tickers
FNC
Tags
2dd985af/6bd6/59e5/b4cc/b7d8e55ba7c6
fox/news/us
article
From
FOXNews.com
Oklahoma man arrested at Tulsa hospital after threatening to shoot doctors, police say
June 12, 2022
Tickers
FNC
Tags
d0388713/2741/593d/9105/161d67c5e7eb
fox/news/us/us/regions/southwest/oklahoma
article
From
FOXNews.com
Missouri inmate who escaped with 2 others through hole in jail cell ceiling caught in Wyoming: sheriff
June 09, 2022
Tickers
FNC
Tags
68dd8ef0/82d1/5cd8/bfe7/ecca19c584b3
fox/news/us/crime/manhunt
article
From
FOXNews.com
South Carolina man arrested after stealing long guns from Walmart: police
June 09, 2022
Tags
fox/news/fox/news/us/fox/news/us/regions/fox/news/southeast/fox/news/south/carolina
Stephen Sorace
fox/business/money/crime
From
FOX Business
5 US Marines confirmed dead after military aircraft crashes in California
June 09, 2022
Tickers
FNC
Tags
fox/news/us/us/regions/west/california
Stephen Sorace
fox/news/us/military/marines
From
FOXNews.com
Hawaii tour helicopter crashes in lava field with 6 onboard
June 09, 2022
Tickers
FNC
Tags
fox/news/us
article
fox/news/us/disasters/transportation
From
FOXNews.com
Texas sailor killed aboard USS Oklahoma at Pearl Harbor identified decades after death
June 09, 2022
Tickers
FNC
Tags
fox/news/us/military/navy
article
fox/news/us
From
FOXNews.com
Virginia man cited at Richmond airport after 'he forgot' he was carrying loaded gun
June 08, 2022
Tags
Stephen Sorace
fox/business/lifestyle
fbn
From
FOX Business
CBP in Kentucky seizes hundreds of counterfeit Rolex, Cartier watches worth over $22M if real
June 08, 2022
Tickers
FNC
Tags
113f1ae8/ee67/5cc3/abc8/51d08c705256
fox/news/us/us/regions/southeast/kentucky
article
From
FOXNews.com
Detroit homeowner shoots, kills armed suspect he says pulled out gun: 'I had to defend myself'
June 08, 2022
Tickers
FNC
Tags
Fox News
Stephen Sorace
fnc
From
FOXNews.com
3 Missouri inmates escape after cutting holes in jail cell ceilings: reports
June 08, 2022
Tickers
FNC
Tags
fox/news/us/crime
fnc
Fox News
From
FOXNews.com
Attempted Reagan assassin John Hinckley sells out NYC concert venue: report
June 07, 2022
Tickers
FNC
Tags
fox/news/entertainment/music
fox/news/us/new/york/city
fnc
From
FOXNews.com
Multiple California climbers injured on Mount Shasta, one confirmed dead, authorities say
June 07, 2022
Tickers
FNC
Tags
fnc
fox/news/us/us/regions/west/california
Stephen Sorace
From
FOXNews.com
North Carolina community college locks down due to 'active shooter' near campus
June 07, 2022
Tickers
FNC
Tags
fox/news/us
article
fox/news/us/education/college
From
FOXNews.com
California investigates McDonald's where mice, roaches were seen in video: report
June 07, 2022
Tags
fox/news/fox/news/lifestyle/fox/news/food/fox/news/fast/food
article
FOXBusiness
From
FOX Business
Arizona man accused of threatening mass shootings at high school, police station and movie theater
June 07, 2022
Tickers
FNC
Tags
Fox News
Stephen Sorace
48bcb584/399a/5430/b527/490214869a21
From
FOXNews.com
Bodies believed to be missing Texas couple found in woods, investigators say
June 06, 2022
Tickers
FNC
Tags
543f5498/16d5/5266/baff/70fe5622dc72
fox/news/us/houston/and/galveston
fox/news/us
From
FOXNews.com
New Jersey man dies attempting to summit Alaska’s Denali
June 06, 2022
Tickers
FNC
Tags
fnc
5644354d/388d/51f3/a46a/8a01b21cb642
fox/news/travel/general/national/parks
From
FOXNews.com
Oklahoma man arrested after allegedly threatening Tulsa hospital in wake of deadly shooting
June 06, 2022
Tickers
FNC
Tags
fox/news/us/crime
fnc
Stephen Sorace
From
FOXNews.com
Chicago police searching for machete-wielding robbery suspect
June 06, 2022
Tickers
FNC
Tags
fox/news/us/chicago
fox/news/us
fox/news/us/crime/robbery/theft
From
FOXNews.com
Phoenix rollover crash leaves 9-year-old girl, 3 others hospitalized
June 05, 2022
Tickers
FNC
Tags
fox/news/us/disasters/transportation
6243c28d/9c51/5bdf/9e5e/218fe280ac3b
fox/news/us
From
FOXNews.com
Missouri firefighters rescue 7 people trapped up to 40 feet in air on carnival ride
June 05, 2022
Tickers
FNC
Tags
fox/news/us
article
fox/news/us/us/regions/midwest/missouri
From
FOXNews.com
< 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.