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 Tech Guide
Recent news which mentions Tech Guide
< Previous
1
2
3
4
5
6
7
Next >
This app will warn you before an earthquake hits the West Coast
October 26, 2022
Tags
Mobile
Climate
Tech Guide
From
CNBC.com News
Apple just released its latest iPhone update. Here's what's new and how to install it
October 24, 2022
Tags
US: News
Mobile
Tech Guide
From
CNBC.com News
The new iPad Pro is Apple's best iPad, but it's overkill for most people
October 24, 2022
Tags
Technology
Entertainment
Mobile
From
CNBC.com News
The new iPad got a major makeover and it's worth the extra $120
October 24, 2022
Tags
Entertainment
Technology
US: News
From
CNBC.com News
Apple starts selling front door lock that can be unlocked by tapping an iPhone or Apple Watch
October 21, 2022
Tags
Technology
Entertainment
Business
From
CNBC.com News
Apple has six iPads to choose from. Here's a guide to picking the model that's best for you
October 21, 2022
Tags
Technology
Entertainment
Apple Inc
From
CNBC.com News
Apple has another iPhone update coming on Monday. Here's what's new
October 20, 2022
Tags
Apple Inc
Consumer electronics
iPhone
From
CNBC.com News
The new iPad requires a $9 dongle if you want to use the Apple Pencil
October 18, 2022
Tags
Entertainment
Technology
US: News
From
CNBC.com News
Apple announces new iPad Pros, redesigned regular iPad, and updated Apple TV 4K
October 18, 2022
Tags
Social media
Mobile
Apple Inc
From
CNBC.com News
Why smartphones deflated 22% while almost everything else is becoming more expensive
October 17, 2022
Tags
Apple Inc
Tech Guide
Consumer electronics
From
CNBC.com News
Apple reportedly set to launch new iPad Pro tablets in coming days
October 17, 2022
Tags
Technology
Tech Guide
Apple Inc
From
CNBC.com News
Abbott has a new glucose monitor for diabetics — It's so small I forgot I was wearing it
October 14, 2022
Tags
Health & Science
Tech Guide
Consumer electronics
From
CNBC.com News
Google is selling its first Pixel Watch with Fitbit technology, but it's too little, too late
October 12, 2022
Tags
Technology
Alphabet Class A
Samsung Electronics Co Ltd
From
CNBC.com News
Google unveils new flagship Pixel phones and its first smartwatch, which has Fitbit built in
October 06, 2022
Tags
Entertainment
Alphabet Class A
Technology
From
CNBC.com News
The iPhone 14 Plus wins on battery life and screen size, and is $200 cheaper than the Pro Max
October 06, 2022
Tags
Entertainment
Technology
Tech Guide
From
CNBC.com News
How to get the most out of Apple's new AirPods Pro 2
October 03, 2022
Tags
Technology
Consumer electronics
Tech Guide
From
CNBC.com News
How to turn off the always-on display on the iPhone 14 Pro or Pro Max
September 29, 2022
Tags
Consumer electronics
Tech Guide
Apple Inc
From
CNBC.com News
Apple Watch Ultra is worth $799 for serious athletes, but an unnecessary splurge for the rest of us
September 21, 2022
Tags
Tech Guide
Apple Inc
Garmin Ltd
From
CNBC.com News
Apple will fix iPhone 14 bug that caused some cameras to shake with a buzzing noise
September 19, 2022
Tags
Technology
Tech Guide
Consumer electronics
From
CNBC.com News
Apple Watch review: Series 8 isn't worth an upgrade. The SE is the best value
September 15, 2022
Tags
Technology
Computer hardware
Apple Inc
From
CNBC.com News
How to add widgets to your iPhone lock screen using a new app that everyone's downloading
September 14, 2022
Tags
Entertainment
Technology
AppStore
From
CNBC.com News
Apple iPhone 14 review: Get the Pro model if you're upgrading this year
September 14, 2022
Tags
Entertainment
Alphabet Class A
Technology
From
CNBC.com News
Amazon announces new $99 Kindle e-reader with better screen
September 13, 2022
Tags
Amazon/com Inc
Entertainment
Technology
From
CNBC.com News
How to unsend and edit iMessages on your iPhone
September 12, 2022
Tags
Consumer electronics
Tech Guide
Apple Inc
From
CNBC.com News
Apple just released a major update for your iPhone — here's what's new and how to get it
September 12, 2022
Tags
Technology
Enterprise
Lifestyle
From
CNBC.com News
Apple hiked the price of the iPhone 14 in key markets despite keeping it the same in the U.S.
September 08, 2022
Tags
Technology
Mobile
Smartphones
From
CNBC.com News
Apple's new iPhones and Apple Watches put a big focus on safety
September 07, 2022
Tags
Internet
Technology
Entertainment
From
CNBC.com News
Here's a first look at the Apple Watch Ultra
September 07, 2022
Tags
US: News
Tech Guide
Apple Inc
From
CNBC.com News
Here's a first look at the new iPhone 14 Pro
September 07, 2022
Tags
Technology
Entertainment
Lifestyle
From
CNBC.com News
Apple set to unveil its new iPhones and Apple Watches
September 07, 2022
Tags
Entertainment
Technology
Garmin Ltd
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
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.