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 Trading Advice
Recent news which mentions Trading Advice
< Previous
1
2
3
4
5
6
7
8
9
...
26
27
Next >
Own Shopify Stock for the Long Term with Confidence
April 13, 2022
Tickers
AMZN
SHOP
TSLA
Tags
NYSE:SHOP,NASDAQ:AMZN,NASDAQ:TSLA
TSLA
Trading Advice
From
InvestorPlace
Why $50 Looks Reasonable for QuantumScape Stock
April 13, 2022
Tickers
MSFT
POAHY
QS
VWAGY
Tags
POAHY
QS
VWAGY
From
InvestorPlace
4 Top Stock Trades for Wednesday: WMT, SMH, DAL, ABBV
April 12, 2022
Tickers
ABBV
AMD
DAL
NVDA
Tags
SMH
ABBV
WMT
From
InvestorPlace
You Should Keep Questioning Lucid Motors’ Outperformance
April 12, 2022
Tickers
LCID
TSLA
Tags
Trading Advice
TSLA
LCID
From
InvestorPlace
Peabody Stock Is Finally a Short. Here’s the Best Way.
April 12, 2022
Tickers
BTU
Tags
Trading Advice
NYSE:BTU
Market News
From
InvestorPlace
Roblox Stock Is Right on the Edge of Being a Buy
April 12, 2022
Tickers
ARKK
RBLX
Tags
NYSE:RBLX,NYSEARCA:ARKK
Trading Advice
ARKK
From
InvestorPlace
It’s Time to Start Riding With the Rivian Stock Bulls
April 12, 2022
Tickers
AMZN
F
GM
RIVN
Tags
TSLA
Trading Advice
GM
From
InvestorPlace
4 Top Stock Trades for Tuesday: AMD, NVDA, PANW, COST
April 11, 2022
Tickers
AMD
COST
NVDA
PANW
Tags
COST
NVDA
Market News
From
InvestorPlace
Amazon Stock Is on Sale
April 11, 2022
Tickers
AMZN
GOOG
Tags
AMZN
Trading Advice
GOOG
From
InvestorPlace
Top Stock Trades for the Week of April 11, 2022
April 11, 2022
Tickers
ADBE
AMD
NKE
Tags
Trading Advice
NYSE:NKE,NASDAQ:ADBE,NASDAQ:AMD
Market News
From
InvestorPlace
Wait to Buy Apple Stock: $160 Is the Magic Number
April 11, 2022
Tickers
AAPL
Tags
Trading Advice
AAPL
NASDAQ:AAPL
From
InvestorPlace
4 Top Stock Trades for Monday: Bitcoin, SHOP, PXD, BRK-B
April 08, 2022
Tickers
BITCOMP
BRK-A
BRK-B
PXD
Tags
BRK/B
PXD
Trading Advice
From
InvestorPlace
3 Energy Stocks Gushing Higher
April 08, 2022
Tickers
BRK-B
HAL
OXY
XLE
Tags
NYSE:HAL, NYSE:OXY, NYSEARCA:XLE, NYSE:BRK/B
Market News
HAL
From
InvestorPlace
3 Large-Cap, Most-Shorted Stocks to Short
April 08, 2022
Tickers
AMC
CHWY
GME
LCID
Tags
Trading Advice
TSLA
GME
From
InvestorPlace
4 Top Stock Trades for Friday: F, PFE, WMT, RTX
April 07, 2022
Tickers
F
PFE
RTX
WMT
Tags
WMT
NYSE:F,NYSE:PFE,NYSE:WMT,NYSE:RTX
RTX
From
InvestorPlace
Top Tesla Stock Shareholder Plans to Hold Until at Least 2030. Here’s Why He’s Wrong
April 07, 2022
Tickers
TSLA
Tags
Market News
TSLA
Stocks to Buy
From
InvestorPlace
A Safer Bet on $145 for Cloudflare Stock
April 07, 2022
Tickers
AAPL
CRWD
FSLY
FTNT
Tags
AAPL
CRWD
NYSE:NET,NYSE:LDOS,NASDAQ:CRWD,NASDAQ:FTNT,NASDAQ:TSLA,NASDAQ:AAPL,NYSE:FSLY
From
InvestorPlace
How to Buy the Dip in Marathon Oil Stock
April 07, 2022
Tickers
MRO
XLE
Tags
MRO
XLE
Market News
From
InvestorPlace
Wait for a Drop in Price Before Buying Sundial Growers
April 07, 2022
Tickers
SNDL
Tags
Trading Advice
SNDL
NASDAQ:SNDL
From
InvestorPlace
An Analyst Buy Remains a Red Herring in Alibaba
April 07, 2022
Tickers
BABA
C
DB
Tags
BABA
Market News
DB
From
InvestorPlace
4 Top Stock Trades for Thursday: MSFT, TWTR, BTAI, PXD
April 06, 2022
Tickers
BTAI
MSFT
PXD
TWTR
Tags
BTAI
PXD
Trading Advice
From
InvestorPlace
3 Electric Vehicle Stocks Making Bullish (and Sustainable) Moves
April 06, 2022
Tickers
DIDI
GGPI
HTZ
NIO
Tags
DIDI
Market News
TCEHY
From
InvestorPlace
3 Vulnerable ARKK Stocks That Just Got Slapped
April 06, 2022
Tickers
ARKK
COIN
ROKU
SPOT
Tags
Market News
SPOT
COIN
From
InvestorPlace
Vinco Ventures Stock May Still Be a $4.50 Meme Stock
April 06, 2022
Tickers
AMC
BBIG
GME
NVDA
Tags
BBIG
NASDAQ:BBIG,NASDAQ:TSLA,NASDAQ:NVDA,NYSE:AMC,NYSE:GME
TSLA
From
InvestorPlace
4 Top Stock Trades for Wednesday: Dogecoin, NVDA, TLRY, NVAX
April 05, 2022
Tickers
NVAX
NVDA
TLRY
Tags
DOGE/USD
NVDA
Market News
From
InvestorPlace
Don’t Let TWLO Stock Become Your Problem
April 05, 2022
Tickers
NVDA
RIVN
SNOW
SQ
Tags
TWLO
NVDA
Market News
From
InvestorPlace
Jumia Still Isn’t a Buy on Its UPS Partnership News. Here’s Why.
April 05, 2022
Tickers
JMIA
UPS
Tags
Trading Advice
JMIA
Market News
From
InvestorPlace
Improving Stock Chart Suggests Amazon Is Going Higher
April 05, 2022
Tickers
AMZN
Tags
Market News
Trading Advice
AMZN
From
InvestorPlace
Expect Massive Upside From Palantir Technologies Over the Next Year
April 05, 2022
Tickers
AI
PLTR
SQ
Tags
NASDAQ:PLTR,NYSE:AI,NYSE:SQ
PLTR
AI
From
InvestorPlace
Nio Stock Can Motor to $35 to $40
April 05, 2022
Tickers
NIO
Tags
Market News
Trading Advice
NYSE:NIO
From
InvestorPlace
< Previous
1
2
3
4
5
6
7
8
9
...
26
27
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.