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 >
The Smartest Cheap Stocks to Buy With $1,000 Right Now
January 24, 2025
Tickers
T
U
Tags
U
Recent Press Releases
Market News
From
Motley Fool
What's Going On With GameStop Stock Thursday?
January 23, 2025
Tickers
GME
NEWS
U
YOU
Tags
YOU
GME
Social Media
From
Benzinga
Assessing Unity Software: Insights From 8 Financial Analysts
January 22, 2025
Tickers
U
Tags
BZI/AAR
Analyst Ratings
U
From
Benzinga
(U) - Analyzing Unity Software's Short Interest
January 17, 2025
Tickers
U
Tags
Short Sellers
Benzinga
U
From
Benzinga
Unity Software Unusual Options Activity For January 10
January 10, 2025
Tickers
U
Tags
U
Benzinga
Markets
From
Benzinga
Unity Stock Jumps As Roaring Kitty's Meme Magic Meets Technical Uncertainty
January 02, 2025
Tickers
TECH
U
Tags
Tech
Stories That Matter
U
From
Benzinga
Crude Oil Surges 2%; Tesla Shares Plummet
January 02, 2025
Tickers
CTCX
JYD
KOD
NEWS
Tags
Mid Afternoon Market Update
U
Benzinga
From
Benzinga
Stocks Gain, Oil Jumps To $73, Tesla Tumbles As 2024 Sales Dip: What's Driving Markets Thursday?
January 02, 2025
Tickers
CEG
CVNA
DIA
IWM
Tags
SPY
QQQ
Large Cap
From
Benzinga
Nasdaq Dips Over 100 Points; Unity Software Shares Jump
January 02, 2025
Tickers
CTCX
EXOD
JYD
NEWS
Tags
CTCX
Market News
JYD
From
Benzinga
Why Unity Stock Is Soaring Today
January 02, 2025
Tickers
U
Tags
^GSPC
^IXIC
U
From
Motley Fool
Nio, Unity Software And Other Big Stocks Moving Higher On Thursday
January 02, 2025
Tickers
BFLY
CEG
IAG
LAES
Tags
QS
NOVA
IAG
From
Benzinga
Unity Software Stock Is Surging Thursday: What's Going On?
January 02, 2025
Tickers
CHWY
GME
NEWS
U
Tags
Market News
Movers
News
From
Benzinga
Looking At Unity Software's Recent Unusual Options Activity
January 02, 2025
Tickers
U
Tags
Markets
Benzinga
U
From
Benzinga
1 Stock Down 88% That Could Soar in 2025 and Beyond
January 01, 2025
Tickers
U
Tags
Market News
U
Recent Press Releases
From
Motley Fool
(U) - Analyzing Unity Software's Short Interest
December 31, 2024
Tickers
U
Tags
Short Ideas
Trading Ideas
Short Sellers
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
December 26, 2024
Tickers
AAPL
AMAT
AVGO
BBAI
Tags
BBAI
QUBT
PLTR
From
Benzinga
Josh Brown Unveils The 'Degen Dow,' A Basket Of 30 Retail Darlings Spanning All 'Major Degen Food Groups'
December 12, 2024
Tickers
ACHR
AMC
APP
ARCH
Tags
Josh Brown
General
AMC
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
December 11, 2024
Tickers
AMD
AVGO
GLW
MARA
Tags
MSFT
NVDA
MARA
From
Benzinga
GameStop Ahead Of Q3 Earnings: Will Meme Magic Last Or Metrics Rule?
December 06, 2024
Tickers
AMC
GME
TECH
U
Tags
Trading Ideas
YOU
Top Stories
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
November 29, 2024
Tickers
AAPL
AMD
BTDR
CORZ
Tags
Benzinga
U
CORZ
From
Benzinga
(U) - Analyzing Unity Software's Short Interest
November 25, 2024
Tickers
U
Tags
BZI/SHORTHIST
Market News
Short Sellers
From
Benzinga
Applied Digital And Hims & Hers Health Are Among Top 9 Mid-Cap Gainers Last Week (Nov 18-Nov 22): Are The Others In Your Portfolio?
November 24, 2024
Tickers
ACHR
AI
APLD
HIMS
Tags
U
why it's moving
Benzinga
From
Benzinga
Why Unity Software Stock Was Soaring This Week
November 22, 2024
Tickers
U
Tags
Market News
Recent Press Releases
U
From
Motley Fool
Unity Stock Could Soar as Turnaround Takes Hold
November 19, 2024
Tickers
U
Tags
Market News
Recent Press Releases
U
From
Motley Fool
Unity Stock Analysis: Buy, Hold, or Sell?
November 19, 2024
Tickers
U
Tags
Market News
U
Recent Press Releases
From
Motley Fool
Forecasting The Future: 7 Analyst Projections For Unity Software
November 08, 2024
Tickers
U
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
Unity Software (U) Q3 2024 Earnings Call Transcript
November 08, 2024
Tickers
U
Tags
Recent Press Releases
U
Market News
From
Motley Fool
Unity Software Options Trading: A Deep Dive into Market Sentiment
October 23, 2024
Tickers
U
Tags
U
Benzinga
Markets
From
Benzinga
2 Software Stocks That Could Help Make You a Fortune
October 12, 2024
Tickers
TTD
U
Tags
TTD
Recent Press Releases
U
From
Motley Fool
3 of the Best Stocks to Invest $1,000 in Right Now
October 12, 2024
Tickers
APP
C
CRWD
LNVGY
Tags
C
PANW
Recent Press Releases
From
Motley Fool
< 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.