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 Markets
Recent news which mentions Stock Markets
< Previous
1
2
...
12
13
14
15
16
17
18
19
20
...
32
33
Next >
Chinese EV giant BYD expands in Europe with premium brand launch
April 09, 2025
Tags
Finance
Tesla Inc
China Markets
From
CNBC.com News
Treasury Secretary Bessent says 'it's Main Street's turn' after Wall Street grew wealthier for 4 decades
April 09, 2025
Tags
Breaking News: Markets
Finance
Stock markets
From
CNBC.com News
Wall Street starts to cut China growth forecasts as trade tensions with U.S. escalate
April 08, 2025
Tags
stocks
China Markets
Finance
From
CNBC.com News
Jim Cramer says the market can't keep up with President Trump
April 08, 2025
Tags
Apple Inc
Stock markets
Business News
From
CNBC.com News
Tech analyst responds to Trump wanting Apple to make iPhones in U.S.: 'I don't think that's a thing'
April 08, 2025
Tags
Markets
Investment strategy
stocks
From
CNBC.com News
Jenny Harrington: The basics of income investing, and why it's especially important now in this turbulent market
April 08, 2025
Tags
Investment strategy
Markets
U/S/ Markets
From
CNBC.com News
Jim Cramer says a recession is likely but investors shouldn't panic sell
April 07, 2025
Tags
Business
Stock Picks
stocks
From
CNBC.com News
Bonds are back in market crash, but the way investors are buying fixed-income has changed
April 07, 2025
Tags
Markets
Investment strategy
Investing
From
CNBC.com News
Beijing's strong counter tariffs raise the specter of an intense trade war with Washington
April 07, 2025
Tags
stocks
China Markets
Finance
From
CNBC.com News
How much do stocks have to drop before trading is halted? The details on market 'circuit breakers'
April 06, 2025
Tags
stocks
Investing
Markets
From
CNBC.com News
Here's why 'dead' investors outperform the living
April 05, 2025
Tags
Finance
Stock markets
Breaking News: Investing
From
CNBC.com News
Cramer's week ahead: Banks kick off critical earnings season
April 04, 2025
Tags
Markets
Walgreens Boots Alliance Inc
JPMorgan Chase & Co
From
CNBC.com News
Buffett denies social media rumors after Trump shares wild claim that investor backs president crashing market
April 04, 2025
Tags
Markets
U/S/ Markets
stocks
From
CNBC.com News
Emerging markets fund is on track for biggest drop since 2020 due to tariff fears
April 04, 2025
Tags
stocks
Business
Markets
From
CNBC.com News
Traders betting Fed will cut rates at least 4 times this year to bail out economy
April 04, 2025
Tags
Markets
stocks
Business
From
CNBC.com News
Actively managed ETFs hit $1 trillion milestone: Why tariff uncertainty may spark more growth
April 04, 2025
Tags
Technology
Investing
Investment strategy
From
CNBC.com News
China's cities may see 'flying taxis' as soon as three years, aviation company Ehang predicts
April 04, 2025
Tags
Market Insider
Stock markets
Finance
From
CNBC.com News
China’s response to new U.S. tariffs will likely focus more on stimulus, building trade ties
April 03, 2025
Tags
Markets
China Politics
China Economy
From
CNBC.com News
Jim Cramer says investors should follow the post-dot-com-bubble playbook
April 03, 2025
Tags
Procter & Gamble Co
Business
stocks
From
CNBC.com News
Mag 7 relinquishes more than $800 billion as tech drives stock market nosedive
April 03, 2025
Tags
Breaking News: Markets
Microsoft Corp
stocks
From
CNBC.com News
'Oh, sh—': RH CEO reacts live to stock tanking on tariffs, poor earnings
April 03, 2025
Tickers
RH
Tags
Breaking News: Business
Breaking News: Investing
RH
From
CNBC.com News
Plaid raises funding at $6 billion valuation, enabling some employees to cash out
April 03, 2025
Tags
Coinbase Global Inc
CoreWeave Inc
Robinhood Markets Inc
From
CNBC.com News
DeepSeek AI excitement spills over to Hong Kong's IPO market
April 02, 2025
Tags
Stock markets
Markets
China Politics
From
CNBC.com News
Jim Cramer says Trump tariffs are more punitive than reciprocal
April 02, 2025
Tags
U/S/ Markets
Investing
Investment strategy
From
CNBC.com News
Treasury Secretary Bessent says market woes are more about tech stock sell-off than Trump's tariffs
April 02, 2025
Tags
Stock markets
Wall Street
Finance
From
CNBC.com News
See Trump's list: More than 180 countries and territories facing reciprocal tariffs
April 02, 2025
Tags
International Homepage
Stock markets
Breaking News: Politics
From
CNBC.com News
Conservative cable channel Newsmax shares plunge more than 70% after a dizzying 2-day surge
April 02, 2025
Tags
Stock markets
Wall Street
Finance
From
CNBC.com News
Jim Cramer says a 20% tariff on most imports would be 'horrendous' for the economy
April 01, 2025
Tags
Trade
Business News
Investment Strategy
From
CNBC.com News
Cliff Asness's AQR multi-strategy hedge fund returns 9% in the first quarter during tough conditions
April 01, 2025
Tags
Wall Street
Stock markets
Finance
From
CNBC.com News
RFK Jr. is a 'conspiracy theorist' endangering lives, say analysts at Howard Lutnick's former firm
April 01, 2025
Tags
stocks
Markets
U/S/ Markets
From
CNBC.com News
< Previous
1
2
...
12
13
14
15
16
17
18
19
20
...
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.