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 Economy
Recent news which mentions Us Economy
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
32
33
Next >
Trump and Xi are likely to talk soon about trade, though no date has been set, Hassett says
June 01, 2025
Tags
Elections
Political Leaders
White House
From
CNBC.com News
EU 'prepared to impose countermeasures' after Trump doubles steel tariffs to 50%
May 31, 2025
Tags
Policy
Politics
Elections
From
CNBC.com News
France's Macron calls on Europe and Asia to unite as U.S.-China tensions flare
May 30, 2025
Tags
U/S/ Economy
World economy
Europe Economy
From
CNBC.com News
Why U.S. policies like baby bonds and child tax credits can’t convince Americans to have kids
May 30, 2025
Tickers
LIFE
Tags
Children
Business News
U/S/ Economy
From
CNBC.com News
Inflation rate slipped to 2.1% in April, lower than expected, Fed’s preferred gauge shows
May 30, 2025
Tags
US: News
Breaking News: Markets
Breaking News: Economy
From
CNBC.com News
Treasury yields little changed as investors await Fed's preferred inflation gauge
May 30, 2025
Tags
Treasury notes
Prices
Bonds
From
CNBC.com News
Trump adviser Hassett is confident tariffs will prevail despite judges' ruling
May 29, 2025
Tags
Economy
Global trade
US Economy
From
CNBC.com News
Treasury yields move higher as trade court blocks Trump's tariffs
May 29, 2025
Tags
Bonds
Breaking News: Economy
Treasury notes
From
CNBC.com News
Credit default swaps are back in fashion — even if the panic might be overblown
May 28, 2025
Tags
U/S/ Economy
U/S/ Markets
US Economy
From
CNBC.com News
Fed worried it could face 'difficult tradeoffs' if tariffs reaggravate inflation, minutes show
May 28, 2025
Tags
Breaking News: Economy
Breaking News: Markets
Interest Rates
From
CNBC.com News
Elon Musk says Trump's spending bill undermines the work DOGE has been doing
May 28, 2025
Tags
US: News
Politics
Breaking News: Economy
From
CNBC.com News
Treasury yields inch higher as investors monitor U.S.-EU trade talks
May 28, 2025
Tags
Bonds
Treasury notes
Prices
From
CNBC.com News
Trump to pardon reality TV stars Todd and Julie Chrisley, convicted of fraud and tax evasion
May 27, 2025
Tags
Pardons and commutations
Politics
Political Leaders
From
CNBC.com News
Trump threatens to withhold California's federal funding over transgender athlete
May 27, 2025
Tags
Politics
Policy
US: News
From
CNBC.com News
Consumer confidence for May was much stronger than expected on optimism for trade deals
May 27, 2025
Tags
US Economy
Economy
US: News
From
CNBC.com News
Trump hails 'positive' step in U.S.-EU trade negotiations as markets hope for a deal
May 27, 2025
Tags
Europe Markets
Breaking News: Markets
U/S/ Markets
From
CNBC.com News
House budget bill draws Senate GOP pushback: 'They're going to explode the debt'
May 25, 2025
Tags
Politics
Policy
White House
From
CNBC.com News
House Speaker Johnson downplays deficit concerns over House budget bill
May 25, 2025
Tags
White House
US: News
Deficits
From
CNBC.com News
Trump touts changes to military in campaign-style West Point graduation address
May 24, 2025
Tags
U/S/ Economy
Breaking News: Politics
Breaking News: Economy
From
CNBC.com News
How On is taking on Nike and Adidas in the sneaker race
May 24, 2025
Tags
Recreational running
Athletic footwear manufacturing
Marathons
From
CNBC.com News
How big European Union tariff could backfire on Trump, according to trade, freight experts
May 23, 2025
Tags
Politics
State of Freight
Trade
From
CNBC.com News
Goolsbee says Fed now has to wait longer before moving rates because of trade policy uncertainty
May 23, 2025
Tags
Markets
Central banking
Interest Rates
From
CNBC.com News
Treasury yields remain elevated as investors weigh impact of Trump's tax bill
May 23, 2025
Tags
Economy
Economic events
US Economy
From
CNBC.com News
Get ready to round up: Treasury set to halt penny production
May 22, 2025
Tags
US Economy
Markets
Economy
From
CNBC.com News
Trump tariff pause bumps up China imports, but retail shelf supply risk remains elevated: CNBC Supply Chain Survey
May 22, 2025
Tags
Breaking News: Economy
US Economy
Economy
From
CNBC.com News
Treasury yields little changed as U.S. fiscal deficit concerns take center stage
May 22, 2025
Tags
Breaking News: Economy
Bonds
Treasury notes
From
CNBC.com News
Trump tax bill faces fresh hurdles, with holdouts invited to White House last-minute
May 21, 2025
Tags
Social issues
Breaking News: Politics
U/S/ Economy
From
CNBC.com News
How lumber duties could worsen home affordability in the U.S.
May 21, 2025
Tickers
JOBS
Tags
Business
Immigration
Jobs
From
CNBC.com News
Treasury yields tick higher as investors monitor budget bill discussions
May 21, 2025
Tags
U/S/ Treasury bonds
Government debt
Treasurys
From
CNBC.com News
Trump unveils plans for 'Golden Dome' missile defense system
May 20, 2025
Tags
US: News
White House
Elections
From
CNBC.com News
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
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.