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 Synchrony Financial
Recent news which mentions Synchrony Financial
Credit card startup Imprint beats big banks for Rakuten co-brand deal
July 22, 2025
Tags
Finance
Breaking News: Investing
Synchrony Financial
From
CNBC.com News
How retail credit cards could bankrupt consumers with record high interest rates
June 19, 2025
Tags
Breaking News: Business
Synchrony Financial
Credit Cards
From
CNBC.com News
Walmart is using its own fintech firm to provide credit cards after dumping Capital One
June 09, 2025
Tags
Retail
Breaking News: Investing
Synchrony Financial
From
CNBC.com News
Banks are keeping credit card rates high even after the CFPB rule they blamed for high APRs was killed
May 07, 2025
Tags
Macy's Inc
Retail
Credit Cards
From
CNBC.com News
Wealthy consumers upped their spending last quarter, while the rest of America is cutting back
April 28, 2025
Tags
Breaking News: Investing
Synchrony Financial
Finance
From
CNBC.com News
American Express’s wealthy cardholders are mostly untouched by tariff jitters
April 17, 2025
Tags
Earnings
Banks
Investment strategy
From
CNBC.com News
Banks hit credit card users with higher rates in response to regulation that may never arrive
December 03, 2024
Tags
Barclays PLC
Big Lots Inc
JPMorgan Chase & Co
From
CNBC.com News
Synchrony added a therapist to the office. The number of employees taking advantage of the free mental health therapy is growing
October 25, 2024
Tickers
CEOS
Tags
Mental health
Labor economy
Human Resources and Employment Services
From
CNBC.com News
CFPB rule to save Americans $10 billion a year in late fees faces possible last-minute freeze
May 09, 2024
Tags
Capital One Financial Corp
Synchrony Financial
Breaking News: Politics
From
CNBC.com News
Walmart-backed fintech One introduces buy now, pay later as it prepares bigger push into lending
April 23, 2024
Tags
FinTech
Morgan Stanley
Green Dot Corp
From
CNBC.com News
Many companies are adding, expanding tuition assistance so workers can go back to college
May 26, 2023
Tickers
JOBS
Tags
Careers
Higher education
Education Services
From
CNBC.com News
Stocks making the biggest moves midday: 3M, Paccar, Bed Bath & Beyond, AMD and more
January 24, 2023
Tags
Paccar Inc
Market Insider
Stock markets
From
CNBC.com News
Stocks making the biggest moves premarket: World Wrestling Entertainment, Bed Bath & Beyond, Tesla, Costco and more
January 06, 2023
Tags
Costco Wholesale Corp
stocks
Bath & Body Works Inc
From
CNBC.com News
CFOs learn how to respond and lead during a cyberattack
December 19, 2022
Tags
CNBC Global CFO Council
Synchrony Financial
Corporate Finance
From
CNBC.com News
Fidelity is the latest employer to offer free college education to workers
November 03, 2022
Tags
McDonald's Corp
Citigroup Inc
Employee Benefits
From
CNBC.com News
Flexibility is key to finding, keeping workers even as companies want people back
October 31, 2022
Tickers
CEOS
JOBS
Tags
H & R Block Inc
Workforce Wire
Jobs
From
CNBC.com News
Papa John's is the latest employer to offer free college for frontline workers
September 28, 2022
Tags
Investing
Amazon/com Inc
Bright Horizons Family Solutions Inc
From
CNBC.com News
'A real game changer' — Citi is the latest employer to offer workers a free college degree
September 13, 2022
Tags
McDonald's Corp
Employee Benefits
Citigroup Inc
From
CNBC.com News
Stocks making the biggest moves in the premarket: Goldman Sachs, Synchrony Financial, Coinbase and more
July 18, 2022
Tags
Boeing Co
Markets
Earnings
From
CNBC.com News
Stocks making the biggest moves midday: Carvana, GameStop, AMC, General Motors and more
May 12, 2022
Tags
Carvana Co
Tapestry Inc
Market Insider
From
CNBC.com News
Stocks making the biggest moves midday: Twitter, Bank of America, Charles Schwab and more
April 18, 2022
Tags
Charles Schwab Corp
Economy
Sirius XM Holdings Inc
From
CNBC.com News
What to watch today: Stock futures fall as the 10-year Treasury yield tops a 3-year high
April 18, 2022
Tags
Bank of New York Mellon Corp
Sirius XM Holdings Inc
Nektar Therapeutics
From
CNBC.com News
Stocks making the biggest moves in the premarket: Twitter, Sirius XM, Nektar Therapeutics and more
April 18, 2022
Tags
Markets
Earnings
Tesla Inc
From
CNBC.com News
Stocks could stay choppy as fears about the Fed overshadow earnings news
April 14, 2022
Tags
Tenet Healthcare Corp
Schlumberger NV
Danaher Corp
From
CNBC.com News
Amazon renews Prime credit card tie-up with JPMorgan Chase after flirting with American Express
March 31, 2022
Tags
JPMorgan Chase & Co
Mastercard Inc
Banks
From
CNBC.com News
Stocks making the biggest moves midday: Apple, Robinhood, Visa, Chevron and more
January 28, 2022
Tags
Visa Inc
Apple Inc
U/S/ Markets
From
CNBC.com News
Raising wages isn't enough to attract and keep workers, experts say
September 01, 2021
Tickers
CEOS
JOBS
Tags
Personnel
Employment
Jobs
From
CNBC.com News
Pandemic unemployment benefits are ending, but for big companies, labor shortage worries aren't
September 01, 2021
Tickers
JOBS
Tags
Hiring and recruitment
International Business Machines Corp
Corporate Finance
From
CNBC.com News
Earnings could be the biggest driver for markets in the week ahead as investors watch bonds
July 16, 2021
Tags
Steel Dynamics Inc
Interactive Brokers Group Inc
Earnings
From
CNBC.com News
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.