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 Trip/com Group Ltd
Recent news which mentions Trip/com Group Ltd
Hedge fund giant Bridgewater pares China bets, offloading stakes in Alibaba and Baidu
August 15, 2025
Tags
JD/Com Inc
Asia Markets
Ke Holdings Inc
From
CNBC.com News
Chinese consumer companies signal spending is picking up again
March 27, 2025
Tags
Economic events
Yum China Holdings Inc
stocks
From
CNBC.com News
'Golden Week’ bookings show Chinese travel preferences are evolving
September 29, 2024
Tickers
LIFE
Tags
Luxury
Hotels and Leisure
Family travel
From
CNBC.com News
Cautious Chinese travelers are taking more last-minute trips as economy struggles
September 09, 2024
Tags
Travel
Asia News
Markets
From
CNBC.com News
Rich Chinese travelers are flocking to Tokyo to take advantage of the weak yen
July 26, 2024
Tags
Tapestry Inc
Tourism
China Economy
From
CNBC.com News
'Win-win-win': Three-day hybrid work week is a success, study published in Nature says
June 14, 2024
Tickers
CEOS
JOBS
Tags
Trip/com Group Ltd
At Work
CEOs
From
CNBC.com News
Chinese travelers are opting for lower-cost domestic destinations over foreign tourist spots
May 28, 2024
Tags
Travel
Market Insider
Trip/com Group Ltd
From
CNBC.com News
Is China's consumption story over? Here's what experts are saying
January 09, 2024
Tags
Consumer Confidence
Tongcheng Travel Holdings Ltd
Stock markets
From
CNBC.com News
China's outbound travel surges ahead of 'Golden Week' holidays
September 25, 2023
Tags
Breaking News: Business
Travel
Trip/com Group Ltd
From
CNBC.com News
Long visa wait times are holding back a rebound in China's international travel
September 11, 2023
Tags
China Economy
Stock markets
Airlines
From
CNBC.com News
Chances are you haven’t used A.I. to plan a vacation. That’s about to change
August 13, 2023
Tickers
LIFE
Tags
Technology
Breaking News: Technology
Booking Holdings Inc
From
CNBC.com News
Ad sales in China are pointing to a soft recovery for the consumer
June 11, 2023
Tags
Stock markets
China Markets
stocks
From
CNBC.com News
Stocks making the biggest moves midday: GameStop, Amazon, Carvana and more
June 08, 2023
Tags
Las Vegas Sands Corp
Markets
Warner Bros Discovery Inc
From
CNBC.com News
How ChatGPT and generative A.I. are already changing how we book trips and travel
April 22, 2023
Tags
Booking Holdings Inc
Technology
Technology: Trends
From
CNBC.com News
Shut out from their top destinations, Chinese travelers are going here instead
February 13, 2023
Tickers
LIFE
Tags
COVID/19
Economy
Vacation costs
From
CNBC.com News
China looks past Covid as tourist bookings surge for the Lunar New Year
January 27, 2023
Tickers
LIFE
Tags
CNBC Travel
Accommodations
Travel
From
CNBC.com News
Alibaba, other China ADRs surge as Ant Group capital plan approval fuels hope for relaxing scrutiny
January 04, 2023
Tags
Baidu Inc
Markets
Investment strategy
From
CNBC.com News
Here are the top 15 start-ups to work for in Singapore, according to LinkedIn
September 29, 2022
Tags
Make It / Entrepreneurs
Make It / Work
Apple Inc
From
CNBC.com News
Stocks making the biggest moves midday: Novavax, Darden Restaurants, Eli Lilly and more
September 22, 2022
Tags
Steelcase Inc
KB Home
Lennar Corp
From
CNBC.com News
Trip.com says China hotel bookings are surpassing pre-pandemic levels
September 22, 2022
Tags
Earnings
Hotels Restaurants and Leisure
Markets
From
CNBC.com News
Asia-Pacific stocks set to trade lower as positive sentiment wanes
June 27, 2022
Tags
Asia News
World Markets
Markets
From
CNBC.com News
Asia-Pacific markets set to trade mixed as investors monitor recession fears
June 26, 2022
Tags
Breaking News: Asia
Breaking News: Markets
Asia Markets
From
CNBC.com News
Quarter-end buying may lift stocks higher before the next market storm
June 24, 2022
Tags
Bed Bath & Beyond Inc
Markets
stocks
From
CNBC.com News
What to watch today: Stock futures rebound after the Dow's worst session in weeks
March 24, 2022
Tags
Trip/com Group Ltd
HB Fuller Co
Spotify Technology SA
From
CNBC.com News
Stocks making the biggest moves premarket: KB Home, Spotify, Nikola and others
March 24, 2022
Tags
Stock markets
FactSet Research Systems Inc
Breaking News: Markets
From
CNBC.com News
These Chinese stocks are down sharply on Thursday. Here’s what could be behind the decline
March 10, 2022
Tags
Stock markets
Investment strategy
NIO Inc
From
CNBC.com News
What to watch today: Stock futures steady after S&P 500's record close Friday
December 13, 2021
Tags
Datadog Inc
Palo Alto Networks Inc
Zscaler Inc
From
CNBC.com News
Stocks making the biggest moves in the premarket: Harley-Davidson, Arena Pharmaceuticals, Peloton and more
December 13, 2021
Tags
Fox Corp/ Class A
Apple Inc
Trip/com Group Ltd
From
CNBC.com News
Stuck in China, consumers are spending millions for luxury goods in Hainan
October 08, 2021
Tags
Market Insider
Trip/com Group Ltd
China Politics
From
CNBC.com News
As Wall Street sees a Chinese stock market 'on sale,' others warn 'that game is over'
October 06, 2021
Tags
Tencent Music Entertainment Group
Stock markets
DiDi Global Inc
From
CNBC.com News
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.