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 Success
Recent news which mentions Success
Charlie Munger's Financial Success Advice: 'My Game in Life Was Always To Avoid All Standard Ways of Failing, Because I'm So Cautious'
August 24, 2025
Tickers
NEWS
Tags
success
Wizards
investment
From
Benzinga
Kevin O'Leary Sounds Alarm on Rich Kids' Upbringing: 'They Become Lost in a Sea of Mediocrity, It's a Disaster for Them'
August 23, 2025
Tickers
NEWS
Tags
Benzinga
Wizards
success
From
Benzinga
Rosann Santos Becomes Licensed Speaker with Impostor Syndrome Institute to Offer Rethinking Impostor Syndrome™ Program
March 24, 2025
Tags
Professional Development
Imposter Syndrome
Leadership
From
PRLog
Rosann Santos Gives Tips For Being Proactive To Help Co-Workers Understand What You Need On The Two-Minute Mentor
December 31, 2024
Tickers
TIPS
Tags
Readiness
Advice
United States
From
PRLog
Rosann Santos Gives Tips To Stop Distracting Your Team Members On The Two-Minute Mentor
December 02, 2024
Tickers
TIPS
Tags
Business
Tips
Office
From
PRLog
Rosann Santos CPC Explains What A Career Coach Actually Does Using Phil Jackson and Tony Robbins As Examples
June 30, 2024
Tickers
JOBS
MEN
Tags
Education
Success
New York
From
PRLog
How Rosann Santos CPC Helps Her Clients Eliminate Imposter Syndrome
May 31, 2024
Tickers
JOBS
Tags
Syndrome
Jobs
Women
From
PRLog
New Book Shares The Secret to Discovering The Very Best of Who You Are and What You Can Be
May 09, 2024
Tags
United States
Personal Development
Books
From
PRLog
The Five Pillars of Success Pillar One Strengths Outlined by Rosann Santos CPC
December 05, 2023
Tags
Gallup
Strengthsfinder
Skills
From
PRLog
New Book Shares the Key to Creating a Positive Impact in Your Community and Beyond
November 21, 2023
Tags
Culture
Success
Positive Intentions
From
PRLog
The 7 Habits Of Highly Successful Investors
September 13, 2023
Tags
success
Market News
Personal Finance
From
Benzinga
Beyond The Hustle: Embracing Ancient Chinese Wisdom To Combat Modern Day Burnout
August 17, 2023
Tickers
IYH
TIPS
XLV
Tags
psychologist
success
XLV
From
Benzinga
Warren Buffett's Success Mantra: 'The Amount You Are Loved Is The Ultimate Measure Of Success In Life'
March 27, 2023
Tags
News
success
Market News
From
Benzinga
Jennifer S. Wilkov Finalizes Lineup for the 2023 April Speak Up Women Conference
March 23, 2023
Tags
Success
Jennifer S/ Wilkov
Advocate For Others
From
PRLog
Jimi Tewe Takes Exponential Masterclass To London
August 02, 2022
Tags
Money
finance
Success
From
PRUnderground
Transformation Coach Jimi Tewe On Exponential Tour In Manchester, United Kingdom
July 30, 2022
Tags
side hustle
Inspiration
Business
From
PRUnderground
7 Things To Consider In A Strategic Communication Plan
July 11, 2022
Tags
business
Benzinga
success
From
Benzinga
Rosann Santos Discusses Nuances of Coaching CliftonStrengths in the DEI Space on the Called to Coach Podcast
June 08, 2022
Tags
New York City
New York
Society
From
PRLog
Jimi Tewe’s Exponential Networking Event In Maryland
April 19, 2022
Tags
motivation
Success
finance
From
PRUnderground
Jimi Tewe Hosts Exponential Networking Event In Atlanta
April 06, 2022
Tags
side hustle
Inspiration
Consulting
From
PRUnderground
The Cannabis Business Is Booming – But For Entrepreneurs, Success Requires Diligence
March 28, 2022
Tags
Startups
Markets
Cannabis
From
Benzinga
Release of New Book, the Sustainable Business Handbook, Helps Build a Global Movement for Sustainable Business
March 09, 2022
Tickers
ESG
Tags
Sustainable Development Goals
sustainability
Sustainable Finance & Socially Responsible Investment
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Size Matters In Business
March 06, 2022
Tags
success
business
Benzinga
From
Benzinga
Reggae And Dancehall Star Drops Half-a-Million on a House
February 12, 2022
Tags
Dancehall
Panama
Success
From
PRLog
Computer Programmer Cracks the Code to Finding Your Purpose, Happiness, Love, & Charisma – The Four Keys
January 19, 2022
Tags
Happiness
productivity
Life Coach
From
PRUnderground
Advisor Spark Training Platform & Book Release Announced by Glen Daman & Gustin Quon Inc.
July 28, 2021
Tickers
LIFE
Tags
sales
Books
Financial Advisors
From
PRUnderground
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.