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 U/S/ Securities and Exchange Commission
Recent news which mentions U/S/ Securities and Exchange Commission
The ETF-Mutual Fund Mashup Is Almost Legal—And Portfolios May Never Look the Same
July 19, 2025
Tickers
DFAC
TCHP
Tags
ETFs
Dimensional Fund Advisors
Broad U/S/ Equity ETFs
From
Benzinga
SEC Approves ProShares XRP Futures ETFs: XRP Price Surges Ahead Of Launch
April 28, 2025
Tickers
XXRP
Tags
U/S/ Securities and Exchange Commission
Stories That Matter
Market News
From
Benzinga
Crypto Regulation Sparks Legal Spats: Ripple, SEC And Pending S-1 Approvals In Focus
July 08, 2024
Tickers
SEC
Tags
Bloomberg
Cryptocurrency
Cryptocurreny
From
Benzinga
Bitcoin To Surpass $69,000 Peak Within 12 Months, VanEck CEO Projects
December 18, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
Jan Van Eck
Benzinga
From
Benzinga
CFTC Chairman Rostin Behnam Signals Possible Jail Time For Binance Founder Changpeng Zhao: Here's Why
December 14, 2023
Tags
Market News
Markets
Binance
From
Benzinga
Grayscale CEO Optimistic For Bitcoin ETF Approval Despite SEC Delay
December 07, 2023
Tickers
BITCOMP
BLK
BTC
JPM
Tags
Blockchain Technology
JPM
Jamie Dimon
From
Benzinga
SEC Updates Wall Street Rules For Security-Based Swaps, Adds More Transparency
November 02, 2023
Tickers
SEC
Tags
U/S/ Securities and Exchange Commission
Regulations
SEC
From
Benzinga
High Times Settles SEC Allegations With Fine Exceeding Half A Million Dollars
October 04, 2023
Tags
U/S/ Securities and Exchange Commission
Markets
Cannabis
From
Benzinga
Former BlackRock Insider Foresees Bitcoin ETF Green Light By SEC Within Months
October 04, 2023
Tickers
BITCOMP
BLK
USD-BITSTAMP
Tags
Market News
U/S/ Securities and Exchange Commission
Markets
From
Benzinga
If You Invested $1,000 In Bitcoin When Gary Gensler Became SEC Chair, Here's How Much You Have Lost
September 28, 2023
Tickers
BITCOMP
COIN
SEC
USD-BITSTAMP
Tags
U/S/ Securities and Exchange Commission
$BUSD
Markets
From
Benzinga
Legal Battles In Cannabis: UFCW Wins In Massachusetts, Alleged Misconduct In Arkansas, SEC Suit
September 26, 2023
Tickers
TOKI
Tags
I/N/S/A/ Inc/
Market News
U/S/ Securities and Exchange Commission
From
Benzinga
As SEC Chair Gensler Testifies Before Congress, Crypto Prices Enjoy Positive Run
September 12, 2023
Tickers
SEC
Tags
Gary Gensler
News
$BTC
From
Benzinga
SEC Has No Grounds To Deny Bitcoin ETF, Says Grayscale
September 05, 2023
Tickers
BITCOMP
ETF
GBTC
USD-BITSTAMP
Tags
GBTC
Market News
ETF
From
Benzinga
Binance Fights SEC 'Fishing Expedition' Over Customer Assets, Calls Data Demand 'Excessive'
August 15, 2023
Tags
News
Digital Assets
crypto assets
From
Benzinga
Bitcoin ETFs Poised To Capture Significant Market Share Within 3 Years: Report
August 14, 2023
Tickers
BITCOMP
BLK
USD-BITSTAMP
Tags
$BTC
On/chain Assets
fidelity investments
From
Benzinga
SEC Delays Decision On Spot Bitcoin ETF Yet Again
August 11, 2023
Tickers
BITCOMP
BLK
BTC
COIN
Tags
crypto market regulations
Government
BTC
From
Benzinga
BIS, Ripple Team Up To Make Cross-Border Payments Faster And Cheaper
August 10, 2023
Tickers
MA
Tags
News
Markets
Global
From
Benzinga
Bitcoin Could Surge With SEC's Spot ETF Approvals; Matrixport Urges 'Upside Exposure'
August 10, 2023
Tickers
BITCOMP
GBTC
USD-BITSTAMP
Tags
Market News
GBTC
digital currency
From
Benzinga
Bitstamp To Halt Trading Of Polygon, Chiliz And Other Altcoins: Is SEC To Blame?
August 09, 2023
Tickers
AXS
COIN
Tags
crypto regulations
U/S/ Securities and Exchange Commission
Bitstamp
From
Benzinga
Bitcoin, Ether Focus Of New ETF Proposals By ProShares And Bitwise To SEC
August 04, 2023
Tickers
BITCOMP
ETF
SEC
USD-BITSTAMP
Tags
Bitcoin derivatives
$ETH
Digital Assets
From
Benzinga
Coinbase Faces Tech Issues Amid Regulatory Challenges
July 31, 2023
Tickers
COIN
TECH
Tags
Markets
AI Generated
Tech
From
Benzinga
Analysts React To XRP's Landmark Win Against SEC, But Is A Crypto Rally Justified?
July 14, 2023
Tickers
COIN
Tags
News
Bernstein
crypto exchange
From
Benzinga
Why JPMorgan Says Bitcoin ETF Is No Big Deal
July 07, 2023
Tickers
BITCOMP
BLK
JPM
USD-BITSTAMP
Tags
$BTC
Cryptocurrency
bitcoin
From
Benzinga
Fidelity's Bitcoin ETF Filing: A Potential Tipping Point For Crypto Adoption?
June 27, 2023
Tickers
BITCOMP
BLK
USD-BITSTAMP
Tags
bitcoin
$XRP
BLK
From
Benzinga
Coinbase Rulemaking Request Still Under SEC Scrutiny, No Resolution In Sight
June 14, 2023
Tickers
COIN
SEC
Tags
U/S/ Securities and Exchange Commission
Markets
Market News
From
Benzinga
Gemini Twins Set Sights On UAE: Winklevoss Brothers Seek Digital-Asset License
June 01, 2023
Tickers
ASIA
Tags
crypto platform
Cryptocurrency
United Arab Emirates
From
Benzinga
Bitcoin Tumbles, Ether Slumps While Memecoins Like Pepe Crash — What's Happening?
May 12, 2023
Tickers
BITCOMP
BTC
USD-BITSTAMP
Tags
News
Proof/of/stake protocol
$ETH
From
Benzinga
Sending Crypto As Easy As Texting: Telegram Adds USDT To Its Chat System
March 22, 2023
Tickers
SEC
Tags
News
$USDT
Telegram
From
Benzinga
Investors' Life Savings At Risk As Binance.US's Acquisition Of Voyager Digital's Assets Faces Regulatory Backlash
March 10, 2023
Tags
Voyager Digital
/S/ Trustee's Office
News
From
Benzinga
Crypto Investors, Beware: Proof Of Reserve Audits Don't Prove Anything, SEC Warns
December 23, 2022
Tickers
FTT
PWC
Tags
Big Four accountting firms
$FTT
FTT
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.