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 Utah
Recent news which mentions Utah
< Previous
1
2
Next >
MASTERS by Winn Claybaugh Celebrates 100th Podcast Episode
March 13, 2023
Tags
Beauty
Winn Claubaugh
Entertainment
From
PRLog
Cannabis Support In New Hampshire, MMJ Sales In Utah, Pot In Texas, Social Equity In Colorado
February 28, 2023
Tags
Cannabis in Texas
New Hampshire
Regulations
From
Benzinga
Chris Waddell Joins Talent Concierge Artists Agency
January 30, 2023
Tags
Author
Salt Lake City
Chris Waddell
From
PRLog
Promontory Club Nears Completion of Forrest Richardson Short Course
November 08, 2022
Tickers
GOLF
Tags
United States
Utah Golf
Golf Course Architecture
From
PRLog
Motherly acquires Motherhood Understood, a maternal mental health platform
November 01, 2022
Tags
New Baby
Pregancy
Utah
From
PRLog
New Book Equips Teens from Low-Income Environments to Find Purpose and Overcome Fears about Their Future
October 03, 2022
Tickers
EARN
GIVE
Tags
Give
Inspire
Learn
From
PRLog
DropOffer Launches in Six New Markets
August 16, 2022
Tickers
APP
Tags
Marketing
Real Estate
Launch
From
PRLog
Motherly Named to 2022 Inc. 5000 Annual List Among America's Fastest-Growing Private Companies
August 16, 2022
Tags
Utah
Lifestyle
Parenthood
From
PRLog
Motherly Named to Best Companies for Women to Advance List from Parity.Org
July 29, 2022
Tags
Park City
United States
Motherhood
From
PRLog
Continuing To Champion Change for Mental Health Awareness and Suicide Prevention
July 29, 2022
Tags
#suicideprevention
Nashville
United States
From
PRLog
Utah's New Anesthesia & Sedation Law, Learn How It Could Affect Ketamine Clinics
July 14, 2022
Tags
Cannabis
Market News
Ethan Minkin
From
Benzinga
Electric Vehicle Charging Free at All Intermountain Healthcare Hospitals and Clinics
June 09, 2022
Tickers
EV
Tags
Intermountain Healthcare
charging
Electronic vehicles
From
PRUnderground
Orrin Hatch, Utah Senator For 42 Years, Dies At 88
April 23, 2022
Tickers
SPY
Tags
Orrin Hatch
Market News
SPY
From
Benzinga
PUR LIFE MEDICAL Recognized as Top 100 Game Changers in 2021
March 23, 2022
Tickers
SPA
Tags
Health
Lifestyle
Florida
From
PRLog
Utah Governor Creates Task Force To Study Use Of Psychedelics In Mental Health Therapy
March 23, 2022
Tags
Markets
Psychedelics
Benzinga
From
Benzinga
Spectrum Recruiting Solutions Announces Women's Business Enterprise (WBE) Certification
March 01, 2022
Tickers
WBE
Tags
Staff Augmentation
Aerospace
Engineering
From
PRLog
Spectrum Recruiting Solutions Announces SBA (WOSB) Certification
March 01, 2022
Tags
UAMMI
Manufacturing
Utah
From
PRLog
Brent J. Huff wins the 2022 ThreeBestRated® award for one of the best Criminal Defense Lawyers in Salt Lake City, Utah.
February 17, 2022
Tags
utah
#ThreeBestRated
Legal Services
From
PRUnderground
Utah House Gives Green Light To Psychedelics Study Task Force Bill
February 11, 2022
Tags
Markets
Regulations
Utah
From
Benzinga
As Utah Takes Up Death Penalty Repeal Bill, 240+ Business Leaders Call for Abolition
January 18, 2022
Tickers
CSR
RACE
Tags
richard branson
death penalty
responsible business
From
3BL Media: Corporate Social Responsibility, Energy and Health News
DropOffer announces New Advisory Board Members
January 13, 2022
Tickers
APP
Tags
Off/market
United States
Real Estate
From
PRLog
Alphabet Rainbow – A new alphabet book series by Michael Priddis | Pzign
December 29, 2021
Tickers
ABCS
Tags
Alphabet
Alphabet Childrens Books
Alphabet Books For Each Letter
From
PRLog
V 10 Plus USA Inc. Announces Color Therapy Strategy
November 27, 2021
Tags
United States
Skincare
vitamin A serum
From
PRLog
Salt Lake City Welcomes Jaeger LeCoultre
November 15, 2021
Tags
salt lake city
Swiss
Jaeger LeCoultre
From
PRUnderground
Don't list your house - just sell it!
October 07, 2021
Tickers
CASH
HOME
Tags
Property
Moving
Family
From
PRLog
Drop Offer, Inc. Launches Nation's First Automated Real Estate "Off-Market" Offer Submission Application
October 07, 2021
Tickers
APP
Tags
United States
Homeseller
Brokers
From
PRLog
Weapon Agency Launches Charity Creative School for People in Need
October 07, 2021
Tags
School
firm
Creative
From
PRUnderground
Utah's Aboveground Petroleum Storage Tank Rules
September 15, 2021
Tags
Storage Tanks
antea group
Utah
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Howard University cancels classes after ransomware attack
September 07, 2021
Tags
Federal Bureau of Investigation
crime
california
From
TechCrunch
Weapon Agency named Best of State as Utah’s Top Graphic Design Agency
August 09, 2021
Tags
firm
Advertising
utah
From
PRUnderground
< Previous
1
2
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.