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 Trending Topics
Recent news which mentions Trending Topics
Titanic Tourist Sub Missing: The Guinness Record-Holding Explorer Onboard, Sub's Video Game Controller, Link To Blue Origin And More
June 20, 2023
Tickers
LOGI
PARA
Tags
video games
Titanic
Social Media
From
Benzinga
Mega Millions Jackpot For July 29: How To Play, Where To Buy Tickets And Where Winning $1B Lottery Ranks
July 29, 2022
Tickers
BBU
IGT
TA
Tags
BRKB
lottery tickets
News
From
Benzinga
Gourmet Pasta From Fast Food? This Chef Does It Using A McDonald's Happy Meal In Viral Video
July 11, 2022
Tickers
MCD
Tags
Fast Food
MCD
Trending Topics
From
Benzinga
Ghislaine Maxwell Gets 20 Year Prison Sentence For Role In Sex Trafficking With Jeffrey Epstein
June 28, 2022
Tags
Benzinga
Market News
News
From
Benzinga
'Barbie' Movie Going Viral For Image Of Ryan Gosling As Ken, Here's When The Film Hits Theaters
June 16, 2022
Tickers
MAT
SONY
TWTR
WBD
Tags
Entertainment
General
Benzinga
From
Benzinga
NFL Star JJ Watt Trolls DraftKings Over Stock Price, How The Internet Responded
June 16, 2022
Tickers
DKNG
NFL
PENN
TWTR
Tags
Trending Topics
JJ Watt
Market News
From
Benzinga
Lions, Tigers, Bears And Chupacabras, Oh My! Amarillo Zoo Image Has Internet Divided On Mysterious Creature
June 12, 2022
Tickers
TWTR
WBD
Tags
Chupacabra
Amarillo Zoo
Benzinga
From
Benzinga
Is Costco Raising The Price Of Its Famous Hot Dog Due To Inflation?
May 18, 2022
Tickers
COST
TWTR
Tags
Inflation
Restaurants
Retail Stocks
From
Benzinga
Cincinnati Reds Throw A No Hitter And Lost The Game: Here's How And How Many Times It Has Happened Before
May 16, 2022
Tags
Market News
Benzinga
General
From
Benzinga
An 'Alive' Feeling: 18-Year-Old Musician Plays Drums With Pearl Jam In Oakland
May 16, 2022
Tags
Matt Cameron
Trending Topics
Entertainment
From
Benzinga
Yankees' Aaron Judge Hits A Home Run That Creates A Lifelong Friendship: How It Happened
May 04, 2022
Tickers
AMZN
RCI
SBGI
Tags
New York Yankees
Aaron Judge
SBGI
From
Benzinga
Is Trump's Truth Social Already Doomed? Why Elon Musk Could Put The Final Nail In The Coffin
April 05, 2022
Tickers
AAPL
CFVI
DWAC
GOOG
Tags
Social Media
GOOGL
Small Cap
From
Benzinga
Country Music Superstar Cancels Concert To Watch Duke Vs. UNC
March 30, 2022
Tickers
DKNG
LYV
T
TWTR
Tags
Market News
Trending Topics
T
From
Benzinga
'Your Lives, Your Limbs, Your Futures Are Being Sacrificed For A Senseless War,' Arnold Schwarzenegger Reaches Out To Russian Soldiers And People
March 18, 2022
Tickers
TWTR
Tags
TWTR
Arnold Schwarzenegger
Vladimir Putin
From
Benzinga
Bill Ackman Wants Biden To Do More In Fight Against Russia; Says It's Time To Show 'What America Stands For'
February 28, 2022
Tickers
SPY
TWTR
Tags
TWTR
Vladimir Putin
Pershing Square
From
Benzinga
Who Is The Ghost Of Kyiv?
February 25, 2022
Tickers
TWTR
Tags
Kyiv
Twitter Trends
Global
From
Benzinga
Bad Timing: Applebee's Trends For The Wrong Reasons Amid CNN's Russia-Ukraine Coverage
February 24, 2022
Tickers
DIN
T
TWTR
Tags
Zac Brown Band
Entertainment
Benzinga
From
Benzinga
Why Did Somebody Put A 24-Karat Gold Cube In Central Park?
February 07, 2022
Tags
News
Cryptocurrency
Market News
From
Benzinga
The Case Of Fake Pokemon Cards: How Logan Paul Got Duped For $3.5M And What's Next
January 14, 2022
Tickers
GOOG
GOOGL
NTDOY
Tags
NTDOY
Pokemon Cards
Media
From
Benzinga
13 Best Wendy's Roasts In Honor Of National Roast Day: 'Top Drink Of Choice For When You Hate Yourself'
January 14, 2022
Tickers
AFL
BUD
FB
IHG
Tags
TWTR
National Roast Day
UL
From
Benzinga
First Successful Pig Heart Transplant Into Human: Details On The Amazing Technology And A Public Company To Watch
January 11, 2022
Tickers
UTHR
Tags
Benzinga
xenotransplantation
trending tweets
From
Benzinga
Jack Dorsey Jokes About Buying Facebook.com As Social Media Apps Go Down
October 04, 2021
Tickers
FB
SQ
TECH
TWTR
Tags
Trending Topics
Jack Dorsey
Market News
From
Benzinga
Target Glitch Lets People Place Orders For $14.99, Including $500 Gift Cards: Here's The Details
October 01, 2021
Tickers
TECH
TGT
TWTR
Tags
Tech
gift cards
Top Stories
From
Benzinga
Why Can't You Use Apple Card For iPhone 13?
September 17, 2021
Tickers
AAPL
CFG
TECH
TWTR
Tags
Market News
Trending Topics
Apply Pay
From
Benzinga
Walmart Confirms No Partnership With Litecoin: What Happened And Why They Had To Shut Down The Rumor
September 13, 2021
Tickers
NDAQ
WMT
Tags
Cryptocurrency
GlobeNewswire
Benzinga
From
Benzinga
Frontier Airlines Flight Goes Viral With Unruly Passenger Being Duct Taped To His Seat
August 04, 2021
Tickers
ABC
TWTR
ULCC
Tags
Frontier
TWTR
ABC
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.