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 Trademarks
Recent news which mentions Trademarks
The U.S.-EU deal is here. Europe's businesses remain on edge
August 22, 2025
Tags
Politics
Trademarks
Trade
From
CNBC.com News
Tesla Tried To Trademark 'Robotaxi' And 'Cybercab' Terms: Why It Could Be Forced To Pick A New Name
May 08, 2025
Tickers
NEWS
TSLA
Tags
Cybercab
News
trademarks
From
Benzinga
Trump Restaurant In The Metaverse? President's Trademark Shows Fans Could Wear Virtual MAGA Hats There Soon
February 28, 2025
Tickers
BTC
DJT
MAGA
Tags
Politics
Benzinga
Josh Gerben
From
Benzinga
Tesla Registers 'Robus,' 'Robobus,' Hinting At Ride-Share, Transit Vision
February 13, 2025
Tickers
NEWS
TECH
TSLA
Tags
Benzinga
robotaxis
Tech
From
Benzinga
DeepSeek Doesn't Own Name Trademark In US: Could This Be The Next Battle Alongside IP Theft Allegations?
January 30, 2025
Tickers
AI
TECH
Tags
Tech
AI
DeepSeek
From
Benzinga
Trump Media Trademark Filing For 'TruthFi' Hints At Potential Digital Wallets, Asset Trading
November 21, 2024
Tickers
BKKT
DJT
ICE
Tags
DJT
Cryptocurrency
TRUTH Social
From
Benzinga
Cybercab Or Robotaxi? Robovan Or Robobus? Tesla Trademark Filings Might Reveal Elon Musk's Preferred Name For New Vehicles
October 15, 2024
Tickers
NEWS
TSLA
Tags
Market News
robotaxi
Benzinga
From
Benzinga
RAW Rolling Papers Are Not 'Drug Paraphernalia,' Court Confirms
July 31, 2024
Tickers
NEWS
Tags
BBK Tobacco & Foods LLP
Raw Rolling Papers
Legal
From
Benzinga
Twitter Rebrand To X At Stake? David Vs. Goliath Trademark Battle Moves Forward
July 18, 2024
Tags
trademarks
twitter
Market News
From
Benzinga
HBO Withdraws Its Opposition To All Sports Trademark
July 16, 2024
Tags
Trademarks
All Sports Television Network
Broadcasting
From
PRLog
Lucid Ready To Swipe Key Trademark From Fisker? Consumers May See This Vehicle Name In The Near Future
June 20, 2024
Tickers
FSRN
LCID
NEWS
TSLA
Tags
Benzinga
LCID
Stories That Matter
From
Benzinga
This US Military Branch Just Trademarked AI Use, What It Could Mean
March 27, 2024
Tickers
AI
PLTR
TECH
Tags
Market News
US Navy
Josh Gerben
From
Benzinga
Lucid In Trademark Battle With Tech Giant-Backed Company For Gravity SUV
March 12, 2024
Tickers
GOOG
GOOGL
LCID
NEWS
Tags
mobility
GOOG
electric vehicles
From
Benzinga
Trader Joe's appeals dismissal of lawsuit claiming labor union violated trademark
February 09, 2024
Tickers
LAW
LAWS
Tags
Food and Beverage
Breaking News: Politics
Business News
From
CNBC.com News
OpenAI Takes On China: Company Files Trademarks For Future AI Models
December 04, 2023
Tickers
AI
BOTZ
GPT
IGPT
Tags
IGPT
ETFs
Equities
From
Benzinga
Elon Musk, Twitter Slapped With Lawsuit Over X Name Change: Here Are The Details
October 03, 2023
Tickers
META
MSFT
X
Tags
trademarks
Social Media Platforms
News
From
Benzinga
Apple Bites Into Trademark Battle ... Over The Humble Fruit Itself
June 21, 2023
Tickers
AAPL
TECH
Tags
Market News
Equities
AAPL
From
Benzinga
Is Big Tobacco Trying To Get Into The Cannabis Industry Using Trademark Lawsuits On Rolling Papers?
June 15, 2023
Tags
Market News
big tobacco
trademarks
From
Benzinga
Can A City Name Be Trademarked? Red Sox And 2 Other Baseball Teams Will Soon Find Out
March 24, 2023
Tickers
BATRA
Tags
Seattle Mariners
MLB
Boston Red Sox
From
Benzinga
Supreme Court agrees to hear Jack Daniel's trademark case against dog toy company
November 22, 2022
Tags
Business
Court decisions
US: News
From
CNBC.com News
Elon Musk's Starlink Files For Data Imagery, GPS Location Trademarks: Why This Expert Says They're 'Something To Pay Attention To'
October 21, 2022
Tickers
GOOG
GOOGL
TSLA
Tags
Gerben Law
Ukraine
Josh Gerben
From
Benzinga
Could Hit Television Show 'The Office' Be Headed To The Courtroom? Inside A Lawsuit Over Dunder Mifflin Trademark
July 06, 2022
Tickers
BBC
CMCSA
NFLX
Tags
Entertainment
General
News
From
Benzinga
After Hating On NFTs, Kanye West Could Be Entering The Space Soon
June 01, 2022
Tickers
ADDYY
FB
GPS
Tags
Bored Ape Yacht Club
Benzinga
Josh Gerben
From
Benzinga
Is Imax Going To Offer A Cryptocurrency To Customers Just For Watching A Movie?
May 18, 2022
Tickers
AMC
DIS
IMAX
SONY
Tags
Markets
NFTs
DIS
From
Benzinga
Overzealous DMCA? Elon Musk Shares Thoughts On Disney's Copyright Debate
May 17, 2022
Tickers
DIS
TSLA
TWTR
Tags
Elon Musk
TSLA
Mickey Mouse
From
Benzinga
McDonald's Selling Russian Business: Will Anyone Buy Restaurants When They Could Steal The Brand For Free?
May 17, 2022
Tickers
MCD
Tags
Fast Food
Market News
Restaurant stocks
From
Benzinga
EXCLUSIVE: 'F You Putin Vodka' Coming From Massachusetts Distiller; How You Can Get Some And How It Helps Ukraine
March 23, 2022
Tags
News
General
trademarks
From
Benzinga
How Russia Is Trying To Replace McDonald's And Peppa Pig
March 17, 2022
Tickers
HAS
MCD
Tags
Peppa Pig
Ukraine
Josh Gerben
From
Benzinga
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.