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
Recent news which mentions U
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Beyond The Numbers: 10 Analysts Discuss Unity Software Stock
June 26, 2025
Tickers
U
Tags
Benzinga
U
BZI/AAR
From
Benzinga
Markets Climb With Help From Defense Stocks
June 26, 2025
Tickers
DJI
MGM
QQQ
SPX
Tags
DJI
Market News
SPX
From
TalkMarkets
Unity Software Stock Is Sliding Today: What's Going On?
June 26, 2025
Tickers
NEWS
U
Tags
Benzinga
Market News
News
From
Benzinga
Guessing Market Caps and Learning About Stocks
June 23, 2025
Tickers
AAPL
AMZN
APP
BNY
Tags
TREX
CL
NFLX
From
Motley Fool
Looking Into Unity Software's Recent Short Interest
June 18, 2025
Tickers
U
Tags
Market News
Benzinga
Short Ideas
From
Benzinga
Options Corner: Hidden AI Play Unity Software Also Enjoys A Statistical Edge
June 16, 2025
Tickers
AFLYY
U
Tags
Options
Movers
U
From
Benzinga
United States Steel, Applovin And Ulta Beauty Are Among Top Large-Cap Gainers Last Week (May 26-May 30): Are The Others In Your Portfolio?
June 01, 2025
Tickers
APP
BWXT
BX
HEI
Tags
BX
BWXT
VEEV
From
Benzinga
Why Unity Software Stock Skyrocketed This Week
May 31, 2025
Tickers
U
Tags
U
Market News
Recent Press Releases
From
Motley Fool
Ulta Beauty Posts Upbeat Results, Joins Unity Software, GATX And Other Big Stocks Moving Higher On Friday
May 30, 2025
Tickers
DOOO
GATX
LVWR
NGL
Tags
mid day
ULTA
Benzinga
From
Benzinga
This Rockwell Automation Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday
May 30, 2025
Tickers
HCI
NEWS
ROK
SEDG
Tags
U
Markets
Upgrades
From
Benzinga
12 Analysts Assess Unity Software: What You Need To Know
May 30, 2025
Tickers
U
Tags
BZI/AAR
U
Market News
From
Benzinga
Unity Software Stock Pulls Back Thursday: What's Going On?
May 29, 2025
Tickers
NEWS
U
Tags
News
why it's moving
U
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
May 28, 2025
Tickers
CRWV
CSCO
INTC
IREN
Tags
U
Options
BZI/AUOA
From
Benzinga
Major Indexes Slip As Investors Await Economic Insight
May 28, 2025
Tickers
BOX
DJI
QQQ
SPX
Tags
DJI
Market News
SPX
From
TalkMarkets
12 Information Technology Stocks Moving In Wednesday's Intraday Session
May 28, 2025
Tickers
BOX
BOXL
CETX
EXOD
Tags
PONY
Market News
BZI/TFM
From
Benzinga
Unity Software Stock Surges 12% Wednesday: What's Going On?
May 28, 2025
Tickers
NEWS
U
Tags
Benzinga
News
U
From
Benzinga
Heico, Monro, Abercrombie & Fitch, Joby Aviation And Other Big Stocks Moving Higher On Wednesday
May 28, 2025
Tickers
ANAB
ANF
BOX
CNDT
Tags
JOBY
Mid Day Movers
CNDT
From
Benzinga
Is Unity Software Gaining or Losing Market Support?
May 23, 2025
Tickers
U
Tags
Trading Ideas
U
Short Sellers
From
Benzinga
This Billionaire Just Bet Big on a Controversial AI Stock. Should You?
May 17, 2025
Tickers
APP
U
Tags
U
APP
Market News
From
Motley Fool
Forecasting The Future: 16 Analyst Projections For Unity Software
May 08, 2025
Tickers
U
Tags
Benzinga
U
BZI/AAR
From
Benzinga
Uber To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Thursday
May 08, 2025
Tickers
COHR
G
GHI
HLLY
Tags
analysts forecasts
PT Changes
COHR
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
May 07, 2025
Tickers
AAPL
AMD
APP
ENPH
Tags
U
Options
MU
From
Benzinga
Unity Earnings: Vector Launches Early
May 07, 2025
Tickers
U
Tags
U
Market News
Recent Press Releases
From
Motley Fool
Earnings Scheduled For May 7, 2025
May 07, 2025
Tickers
ACAD
ACDC
ACRE
ACVA
Tags
SNEX
BTG
BUR
From
Benzinga
What Super Micro, Unity Software, and Altera Labs Stock Investors Should Know About Upcoming Earnings
May 05, 2025
Tickers
ALAB
SMCI
U
Tags
U
Market News
ALAB
From
Motley Fool
2 Stocks Down 89% and 15% to Buy Right Now
May 02, 2025
Tickers
KVUE
U
Tags
Market News
KVUE
U
From
Motley Fool
Roblox Plots Aggressive Expansion With AI And Brand Partnerships — Sees Path To 10% Of Gaming Market
May 02, 2025
Tickers
EA
NEWS
RBLX
TTWO
Tags
benzinga neuro
Equities
EA
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
April 30, 2025
Tickers
AAPL
AMAT
ARW
CFLT
Tags
U
Options
ENPH
From
Benzinga
Is Unity Software Gaining or Losing Market Support?
April 25, 2025
Tickers
U
Tags
BZI/SHORTHIST
Short Ideas
Benzinga
From
Benzinga
Unity Teams Up With KONAMI To Launch Survival Kids On Nintendo Switch 2
April 03, 2025
Tickers
ESPO
IVRS
NEWS
U
Tags
Benzinga
Equities
Stories That Matter
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
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.