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 Stock
Recent news which mentions Stock
< Previous
1
2
3
4
Next >
EPOCH EPT will introduce AI intelligent transactions in 2023 that are trustworthy, secure, stable, and risk-free.
January 21, 2023
Tags
Stock
Investment
Finance
From
Issuewire
Cannabis MSOs Using Tax Liability Loopholes To Fund Operations, Which Ones Top This Analyst's List?
January 05, 2023
Tickers
CURLF
FFNTF
GRAMF
GTBIF
Tags
Market News
CURLF
GTBIF
From
Benzinga
PipPenguin - The Best Broker Review - Trading Education Site
December 24, 2022
Tags
Stock
Finance
From
Issuewire
CoinEPO Launches Cryptocurrency Converter - Calculator
December 14, 2022
Tags
Lifestyle
Stock
Accounting
From
Issuewire
Here's Why Fund Managers Are Turning Bullish On Chinese Stocks For 2023
December 11, 2022
Tickers
BABA
JD
NIO
XPEV
Tags
Fund Managers
BABA
Economics
From
Benzinga
Southern ITS International Creates Corporate Growth By Acquiring Innovative Businesses
December 05, 2022
Tickers
SITS
Tags
Fashion
Stock
Consumer
From
Issuewire
Crypto Dispensers Introduces CDReload: The Most Convenient Way to Buy Bitcoin with Cash
December 05, 2022
Tickers
BITCOMP
FREE
USD-BITSTAMP
Tags
Retail
Finance
Internet
From
Issuewire
Tethereum: Is It the Next Big Thing in Crypto World?
November 12, 2022
Tags
Stock
Finance
Education
From
Issuewire
Inu's + Meme's = MINU, Crypto World's Most Unique Token to astonish the crypto in 2022.
October 28, 2022
Tags
Stock
Finance
Business
From
Issuewire
Pharmaceutical Startup Sollievo Raising Capital via Equity Crowdfunding for New Drug Launch
October 27, 2022
Tags
Investment
Medical
Stock
From
Issuewire
Blockchain Innovation Shaping the Future of E-commerce business
October 22, 2022
Tags
Business
Finance
Investment
From
Issuewire
The New REDI Financial Movement Modernizes Investing for Financial Freedom and Early Retirement
October 19, 2022
Tags
Stock
Finance
Business
From
Issuewire
2G CARBON COIN (2GCC): the green token has been listed on MelegaSwap
October 13, 2022
Tags
Business
Internet
Finance
From
Issuewire
Aurora Shares Plunge On Q4 Earnings Report But This Analyst Sees Better Days Ahead, Here's Why
September 21, 2022
Tickers
ACB
TLRY
Tags
stock
News
Penny Stocks
From
Benzinga
When Is The Right Time To Invest In Stock Market In India?
September 05, 2022
Tags
Banking
Finance
Stock
From
Issuewire
Why Tilray Shares Are Trading Higher Today
September 02, 2022
Tickers
TLRY
Tags
Penny Stocks
Market News
stock
From
Benzinga
Goodwill Wealth Management- Offering a variety of Trading and Investment Features
August 23, 2022
Tags
Stock
Services
Investment
From
Issuewire
Continually Explaining The Entire Bible, Shincheonji Church of Jesus plans yet another Seminar this Saturday at 10AM
August 22, 2022
Tags
Education
Media
Non/profit
From
Issuewire
Snake back to the peak of casual games
August 20, 2022
Tags
Stock
Fashion
Games
From
Issuewire
Don't Poke the Bear: Prepaid Funeral Market
August 13, 2022
Tags
Stock
Software
Services
From
Issuewire
This Analyst Initiates Coverage Of Two New Cannabis Stocks, Here's Why
August 01, 2022
Tickers
CLVR
FLGC
Tags
analysis
Pablo Zuanic
CLVR
From
Benzinga
VPAY, A Utility Token Of The Most Innovative DeFi Platform Launches on PancakeSwap
July 30, 2022
Tags
Stock
Business
Finance
From
Issuewire
AXT Inc posts great earnings results. AXT stock trades at +21% today
July 29, 2022
Tags
stock
News
axt stock result
From
Best Stocks
This Analyst Expects Stabilization Across Canadian Cannabis Market, Revises Sales Estimates For Cannabis LPs
July 21, 2022
Tickers
ACB
CGC
CRON
HEXO
Tags
Penny Stocks
CRON
stock
From
Benzinga
What Is a Bull Trap In Trading, and How to Identify It
July 18, 2022
Tags
stock
Stocks
From
Wall Street Pit
Why Innovative Industrial Properties Stock Is Trading Lower Today
July 15, 2022
Tickers
AAWH
GTBIF
IIPR
REIT
Tags
IIPR
Markets
Trading Ideas
From
Benzinga
Orion Diversified Announces an Acquisition in the Hugoton Field of Kansas
July 08, 2022
Tickers
OODH
Tags
Business
Mining
Energy
From
Issuewire
A Severe Reset of Expectations and Attitudes Is Expected From Investors as the Second Quarter Begins
June 30, 2022
Tags
stock
News
earnings reports
From
Best Stocks
NBA Attorney James Carter Joins Bridge 2 Technologies For Global Intellect Summit
June 28, 2022
Tags
Investment
Technology
Business
From
Issuewire
ROGER BENDELAC rejects SEC allegations made in SEC vs Trends Mergers Inc
June 24, 2022
Tags
Investment
Business
Government
From
Issuewire
< Previous
1
2
3
4
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.