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 US Homepage
Recent news which mentions US Homepage
< Previous
1
2
3
4
5
6
7
8
9
Next >
Do real estate agents have to disclose if someone died in a house? Here's how to find out
October 21, 2024
Tags
Investing
Personal finance
Real Estate
From
CNBC.com News
Buying a home? Here are some key steps to consider from top-ranked advisors
October 15, 2024
Tags
Real Estate
Personal finance
Debt
From
CNBC.com News
33% of homeowners would hire a 'questionable' contractor to save money, report finds
October 09, 2024
Tickers
LIFE
Tags
Personal Finance
US Homepage
Life
From
CNBC.com News
Senators hammer Treasury chief Yellen on possible tax increases for the middle class
March 21, 2024
Tags
Economic events
Congress
US Economy
From
CNBC.com News
House passes bill to bar data brokers from selling sensitive personal information to U.S. adversaries
March 20, 2024
Tags
US Top News and Analysis
US Homepage
Policy
From
CNBC.com News
Labor unions, domestic manufacturing groups launch coalition to reform de minimis import loophole
March 06, 2024
Tags
White House
U/S/ Economy
Breaking News: Politics
From
CNBC.com News
Treasury watchdog on a 'full court press' to spread awareness of new business registry rules
February 28, 2024
Tags
US Top News and Analysis
Congress
US Economy
From
CNBC.com News
Commerce Sec. Raimondo: U.S. set to become a major hub of leading-edge logic chip manufacturing
February 26, 2024
Tags
U/S/ Economy
Breaking News: Politics
Apple Inc
From
CNBC.com News
FCC finalizes rules for 'all-in' cable and satellite pricing; commission to vote in March
February 21, 2024
Tags
Congress
US Top News and Analysis
US Economy
From
CNBC.com News
Budget office projects Biden green energy plan will cost much more than initial estimate
February 07, 2024
Tags
Congress
US Economy
Economic events
From
CNBC.com News
FTC fines Kubota $2 million in largest ever 'Made in the USA' penalty
January 26, 2024
Tickers
LAW
LAWS
Tags
Policy
US Homepage
US Top News and Analysis
From
CNBC.com News
Watch live: Treasury chief Yellen touts GDP numbers as a boon to the middle class
January 25, 2024
Tags
White House
Politics
U/S/ Economy
From
CNBC.com News
Biden administration unveils proposed changes to big banks' overdraft fees
January 17, 2024
Tags
Regions Financial Corp
US Economy
Policy
From
CNBC.com News
Nikki Haley refuses more presidential debates unless Trump participates
January 16, 2024
Tags
US Economy
Congress
Breaking News: Politics
From
CNBC.com News
Nikki Haley campaign site lacks policy platform, simple way to evaluate positions
January 14, 2024
Tags
White House
Government and politics
Politics
From
CNBC.com News
Haley, DeSantis clash over Disney and government's role in business
January 11, 2024
Tags
Breaking News: Politics
Social issues
US Economy
From
CNBC.com News
U.S. companies in no hurry to disclose ownership under new Treasury rule
January 08, 2024
Tags
US Economy
US Homepage
Policy
From
CNBC.com News
Billions are on the line for lenders as White House finalizes credit card late fee cap
December 20, 2023
Tags
White House
Politics
U/S/ Economy
From
CNBC.com News
U.S. Bank fined $36 million for freezing unemployment debit cards during COVID-19 pandemic
December 19, 2023
Tags
US Economy
Congress
Breaking News: Politics
From
CNBC.com News
FCC votes to ban termination fees for cable and satellite services
December 13, 2023
Tags
US Top News and Analysis
Congress
Policy
From
CNBC.com News
Supply chains, trade top agenda for Yellen Mexico trip
December 04, 2023
Tags
Breaking News: Politics
U/S/ Economy
Politics
From
CNBC.com News
Sen. Marco Rubio: TikTok should be demonetized unless China hands over algorithm
November 29, 2023
Tags
Politics
U/S/ Economy
Government and politics
From
CNBC.com News
Bank of America fined $12 million for mortgage disclosure violations by federal watchdog
November 28, 2023
Tags
US Economy
Policy
US Homepage
From
CNBC.com News
Biden proposes ban on cable cord cutting fees
November 21, 2023
Tags
Technology
US Homepage
Policy
From
CNBC.com News
Toyota financing arm fined $60 million for car loan scam by consumer watchdog
November 20, 2023
Tags
Congress
US Top News and Analysis
US Homepage
From
CNBC.com News
House passes bill to avoid government shutdown, Senate to vote next
November 14, 2023
Tags
Congress
US Top News and Analysis
US Economy
From
CNBC.com News
Avoiding a government shutdown is first major test for House Speaker Mike Johnson
November 13, 2023
Tags
Social issues
Breaking News: Politics
Congress
From
CNBC.com News
Threats against election workers driving exodus of veteran staff, experts say
November 07, 2023
Tags
Congress
US Economy
Voting
From
CNBC.com News
Yellen to host China's He Lifeng for 'intensive diplomacy' ahead of APEC
November 06, 2023
Tags
Policy
US Homepage
National security
From
CNBC.com News
Biden will meet with China's Xi Jinping next month, White House says
October 31, 2023
Tags
US Homepage
Policy
US Economy
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
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.