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 Uncategorized
Recent news which mentions Uncategorized
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
32
33
Next >
Wrap – Week Ended 12/29/23
December 31, 2023
Tags
Uncategorized
From
Zman’s Energy Brain ~ oil, gas, stocks, etc…
AI Assimilation: 7 Stocks Leading in Artificial Intelligence Adoption
December 28, 2023
Tickers
ADBE
AMD
GOOG
GOOGL
Tags
Market News
SOUN
MSFT
From
InvestorPlace
3 Stocks Set for Success After Surviving Data Breaches in 2023
December 28, 2023
Tickers
HCA
MSFT
TMUS
Tags
Uncategorized
NYSE:HCA,NASDAQ:TMUS,NASDAQ:MSFT
MSFT
From
InvestorPlace
7 Quantum Computing Stocks to Create 10X Returns
December 28, 2023
Tickers
AMZN
ARQQ
FORM
GOOG
Tags
IBM
Market News
MSFT
From
InvestorPlace
Apple’s Market Maneuvers: Is AAPL Stock a Smart Buy at $193?
December 28, 2023
Tickers
AAPL
BRK-A
BRK-B
MASI
Tags
TMUS
BRK/A
T
From
InvestorPlace
7 Electric Vehicle Stocks Worth Holding Until 2030
December 27, 2023
Tickers
ALB
BLNK
BMWYY
F
Tags
F
Uncategorized
BLNK
From
InvestorPlace
Logistics Leaders: 3 Stocks Streamlining Supply Chains
December 27, 2023
Tickers
FDX
GSL
SAIA
Tags
Uncategorized
GSL
NASDAQ:SAIA,NYSE:FDX,NYSE:GSL
From
InvestorPlace
Asian Market Mavericks: 7 Stocks Defining the Future of Asia’s Economy
December 26, 2023
Tickers
BABA
BIDU
BYDDY
JD
Tags
JD
BABA
NIO
From
InvestorPlace
Driving Green: 3 EV Companies Leading the Charge on Clean Energy
December 25, 2023
Tickers
BYDDF
NIO
PEP
TSLA
Tags
NASDAQ:TSLA,NASDAQ:PEP,OTCMKTS:BYDDF,NYSE:NIO
PEP
BYDDF
From
InvestorPlace
Wrap – Week Ended 12/22/23
December 23, 2023
Tags
Uncategorized
From
Zman’s Energy Brain ~ oil, gas, stocks, etc…
Best Battery Stocks 2024: 3 to Add to Your Must-Buy List
December 22, 2023
Tickers
EVR
LICY
MS
NEE
Tags
EVR
NEE
NYSE:LICY,NYSE:QS,NYSE:NEE,NYSE:MS,NYSE:EVR
From
InvestorPlace
Best Penny Stocks 2024: 3 Names to Add to Your Must-Buy List
December 21, 2023
Tickers
OSG
PSNY
RKLB
Tags
OSG
Uncategorized
RKLB
From
InvestorPlace
Wrap – Week Ended 12/15/23
December 17, 2023
Tags
Uncategorized
From
Zman’s Energy Brain ~ oil, gas, stocks, etc…
3 Cryptos to Buy Before They Surge by 1,000% Next Year
December 17, 2023
Tags
GLM/USD
BTC/USD
SOL/USD
From
InvestorPlace
Want to Invest in Flying Cars? Check Out EHang Stock (Plus 2 Other Picks).
December 15, 2023
Tickers
ACHR
EH
JOBY
Tags
EH
JOBY
Market News
From
InvestorPlace
3 Short-Squeeze Stocks Ready for a Year-End Rally
December 14, 2023
Tickers
ANF
ARDX
SFM
Tags
Uncategorized
ARDX
SFM
From
InvestorPlace
The 7 Top Cryptocurrencies for Long-Term Investors
December 14, 2023
Tickers
AMZN
Tags
XRP
CCC/UNI/USD
Market News
From
InvestorPlace
The 3 Best Bargain Cryptos to Buy Before the Bitcoin Halving
December 11, 2023
Tickers
BITCOMP
BLK
USD-BITSTAMP
Tags
ETH/USD
STORJ/USD
XNO/USD
From
InvestorPlace
The 3 Best Oil Stocks to Buy in December
December 10, 2023
Tickers
BP
SU
XOM
Tags
Market News
XOM
Uncategorized
From
InvestorPlace
Wrap – Week Ended 12/08/23
December 10, 2023
Tags
Uncategorized
From
Zman’s Energy Brain ~ oil, gas, stocks, etc…
3 Energy Stocks to Buy in the TradeSmith ‘Green Zone’
December 07, 2023
Tickers
FANG
MPC
PSX
Tags
PSX
Uncategorized
MPC
From
InvestorPlace
The 3 Best Stocks to Buy in December
December 06, 2023
Tickers
MSTR
SIG
UBER
Tags
NASDAQ:MSTR,NYSE:UBER,NYSE:SIG,CCC:BTC/USD
Market News
BTC/USD
From
InvestorPlace
Diamonds in the Rough: 3 Undervalued Stocks with Huge Upside
December 05, 2023
Tickers
CLS
DAL
PFE
Tags
Uncategorized
Stocks to Buy
DAL
From
InvestorPlace
7 Dividend Stocks to Secure Your Retirement Income
December 05, 2023
Tickers
FANG
O
PEP
PM
Tags
PM
PEP
O
From
InvestorPlace
Wrap – Week Ended 12/01/23
December 02, 2023
Tags
Uncategorized
From
Zman’s Energy Brain ~ oil, gas, stocks, etc…
If You Can Only Buy One Growth Stock in December, It Better Be One of These 3 Names
November 30, 2023
Tickers
AMZN
PDD
PINS
WMT
Tags
Uncategorized
Stocks to Buy
PINS
From
InvestorPlace
3 Battered Blue-Chip Stocks to Sell in December
November 28, 2023
Tickers
BAYRY
BCS
SCHW
Tags
Stocks to Sell
Market News
BCS
From
InvestorPlace
3 Electric Vehicle Stocks to Buy to Charge You Through the Holidays
November 27, 2023
Tickers
ALB
ON
TM
TSLA
Tags
ON
Market News
ALB
From
InvestorPlace
Nio Stock: All the News Says Investors Will Lose
November 27, 2023
Tickers
NIO
TSLA
Tags
Market News
NYSE:NIO,NASDAQ:TSLA
NIO
From
InvestorPlace
The 7 Most Undervalued Penny Stocks to Buy Now: November 2023
November 27, 2023
Tickers
BITF
CRON
HL
NAT
Tags
Uncategorized
HL
NAT
From
InvestorPlace
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
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.