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 TechCrunch Disrupt 2021
Recent news which mentions TechCrunch Disrupt 2021
Seth Rogen explains how Houseplant promotes cannabis without breaking the rules
September 21, 2021
Tickers
TC
Tags
TC
TechCrunch Disrupt
Houseplant
From
TechCrunch
For BioNTech, the COVID-19 vaccine was simply the opening act
September 21, 2021
Tickers
TC
Tags
TechCrunch Disrupt 2021
TechCrunch Disrupt 2021 Health
Biotech
From
TechCrunch
What’s happening today at TechCrunch Disrupt 2021
September 21, 2021
Tickers
TC
Tags
TC
TechCrunch Disrupt 2021
From
TechCrunch
Disrupt 2021 kicks off tomorrow
September 20, 2021
Tickers
TC
Tags
TechCrunch Disrupt 2021
TC
From
TechCrunch
Announcing the Startup Battlefield companies pitching at TechCrunch Disrupt 2021
September 20, 2021
Tickers
TC
Tags
TC
early stage
TC Disrupt 2021
From
TechCrunch
TechCrunch Disrupt kicks off in just a few days
September 17, 2021
Tickers
TC
Tags
TC
TechCrunch Disrupt 2021
From
TechCrunch
Grab your free Disrupt Expo Pass to access these breakout sessions at Disrupt next week
September 17, 2021
Tickers
TC
Tags
TechCrunch Disrupt 2021
TC
From
TechCrunch
Stamp your Passport to Disrupt for a chance to win these prizes
September 15, 2021
Tickers
TC
Tags
TechCrunch Disrupt 2021
TC
From
TechCrunch
Join Team TechCrunch at these speed networking sessions at Disrupt
September 13, 2021
Tickers
TC
Tags
TC
TechCrunch Disrupt 2021
From
TechCrunch
Only one week until TechCrunch Disrupt 2021 opens a world of opportunity
September 13, 2021
Tickers
TC
Tags
TC
TechCrunch Disrupt 2021
From
TechCrunch
Everything AI and robotics at TechCrunch Disrupt 2021
September 07, 2021
Tickers
TC
Tags
TechCrunch Disrupt 2021
TC
From
TechCrunch
Fire up CrunchMatch today and start networking with TechCrunch Disrupt 2021 attendees
September 01, 2021
Tickers
TC
Tags
TC
TechCrunch Disrupt 2021
From
TechCrunch
Fundraising for your startup? We’ve got you covered at TechCrunch Disrupt 2021
August 31, 2021
Tickers
TC
Tags
TechCrunch Disrupt 2021
TC
From
TechCrunch
Everything enterprise software and SaaS at TechCrunch Disrupt 2021
August 30, 2021
Tickers
TC
Tags
TechCrunch Disrupt 2021
TC
From
TechCrunch
We’re focusing on fintech at TechCrunch Disrupt 2021
August 26, 2021
Tickers
TC
Tags
TC
TechCrunch Disrupt 2021
From
TechCrunch
Techstars’ Saba Karim is coming to TechCrunch Disrupt 2021
August 26, 2021
Tickers
TC
Tags
Startups
Events
Saba Karim
From
TechCrunch
TechCrunch Disrupt 2021 kicks off in less than a month
August 24, 2021
Tickers
TC
Tags
TechCrunch Disrupt 2021
TC
From
TechCrunch
Discover all things biotech with Mayfield at Disrupt 2021
August 17, 2021
Tickers
TC
Tags
TC
TechCrunch Disrupt 2021
From
TechCrunch
Don’t miss these special breakout sessions at TechCrunch Disrupt 2021
August 11, 2021
Tickers
TC
Tags
TC
TechCrunch Disrupt 2021
From
TechCrunch
Prices increase tonight on all TechCrunch Disrupt 2021 passes
August 06, 2021
Tickers
TC
Tags
TC
TechCrunch Disrupt 2021
From
TechCrunch
Tomorrow’s the final day for early bird passes to TC Disrupt 2021
August 05, 2021
Tickers
TC
Tags
TC
TechCrunch Disrupt 2021
From
TechCrunch
CELA Innovation holds a masterclass on Lean Startup Methodology for the Startup Alley+ cohort
August 03, 2021
Tickers
TC
Tags
TC
TechCrunch Disrupt 2021
From
TechCrunch
Last day to snag early bird passes to TechCrunch Disrupt 2021
July 30, 2021
Tickers
CEO
TC
Tags
Brynn Putnam
TC
Jill Wetzler
From
TechCrunch
Early-stage founders: Beat the clock & buy a $79 Founder pass to TC Disrupt 2021
July 29, 2021
Tickers
TC
Tags
entrepreneurship
Startup company
TC
From
TechCrunch
48-hour countdown to early bird savings on passes to TC Disrupt 2021
July 28, 2021
Tickers
COO
TC
Tags
Private Equity
coo
Andreessen Horowitz
From
TechCrunch
Dan Olsen leads a product-market fit masterclass for the Startup Alley+ cohort
July 27, 2021
Tickers
BOX
TC
UBER
Tags
articles
product management
author
From
TechCrunch
Early bird savings on passes to TechCrunch Disrupt 2021 end this week
July 26, 2021
Tickers
CEO
TC
Tags
ceo
Companies
Ursheet Parikh
From
TechCrunch
One week left to buy passes to TC Disrupt 2021 for less than $100
July 22, 2021
Tickers
CEO
TC
Tags
Volvo Cars
Startup company
techcrunch disrupt new york
From
TechCrunch
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.