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 VDC
Recent news which mentions VDC
< Previous
1
2
Next >
Tackle P&G Earnings Momentum Through a Diversified ETF
July 29, 2025
Tickers
VDC
Tags
Vanguard
earnings
Procter & Gamble
From
ETF Trends
Trump's Tax Blitz Is An ETF Game-Changer—Are You Ready?
July 02, 2025
Tickers
DG
IHF
MUB
SPY
Tags
WMT
SPY
VTI
From
Benzinga
Procter & Gamble To Eliminate 7,000 Roles, Divest Brands In New Restructuring Strategy
June 05, 2025
Tickers
CL
KMB
NEWS
PG
Tags
KMB
News
Top Stories
From
Benzinga
ETFs In Focus Post Walmart Q1 Earnings
May 18, 2025
Tickers
FSTA
IEDI
RTH
VDC
Tags
WMT
RTH
XLP
From
TalkMarkets
Walmart Doesn't Alter Annual Outlook Yet, CEO Says 'All Tariffs Create Cost Pressures But China Has Biggest Impact'
May 15, 2025
Tickers
FSTA
NEWS
VDC
WMT
Tags
Top Stories
News
Briefs
From
Benzinga
The Nasdaq Has Fallen Nearly 10% as of the End of April. That's Its Second-Worst Start in 20 Years. What Should Investors Do?
May 09, 2025
Tickers
QQQ
VDC
Tags
VDC
Recent Press Releases
QQQ
From
Motley Fool
13 Vanguard ETFs to Buy With $1,000 and Hold Forever
April 29, 2025
Tickers
MGK
VDC
VGLT
VGT
Tags
VOOG
VOO
VT
From
Motley Fool
3 Vanguard ETFs to Buy With $500
April 19, 2025
Tickers
VDC
VGIT
VPU
Tags
Recent Press Releases
VDC
Market News
From
Motley Fool
What's Going On With Walmart Stock Today?
April 17, 2025
Tickers
NEWS
VDC
WMT
Tags
AI Generated
News
General
From
Benzinga
Buy These 2 Vanguard ETFs for Long-Term Safety Amid the Market Crash
April 17, 2025
Tickers
COST
DUK
NEE
PG
Tags
COST
Recent Press Releases
VDC
From
Motley Fool
Meet the Low-Cost Vanguard ETF That Went Up on the Worst Day for the S&P 500 Since June 2020
April 08, 2025
Tickers
VDC
VOO
Tags
^IXIC
^GSPC
VOO
From
Motley Fool
Trade Wars, Fed Moves And A 40% Recession Risk - Is Your Portfolio Ready?
March 24, 2025
Tickers
EEM
GLD
QQQ
SPY
Tags
XLU
TLT
tariffs
From
Benzinga
Trump Tariffs and the Nasdaq Correction Have Been No Match for These Stock Market Sectors
March 17, 2025
Tickers
VDC
VHT
VPU
Tags
VPU
VHT
Recent Press Releases
From
Motley Fool
3 ETFs To Help You Navigate Market Volatility, Recession Risks
March 10, 2025
Tickers
COST
KO
USMV
VDC
Tags
KO
Benzinga
Recession
From
Benzinga
These Vanguard ETFs Show Where the Smart Money Is Moving Now
March 03, 2025
Tickers
ABBV
COST
EDV
JNJ
Tags
VEA
UNH
VYMI
From
Motley Fool
As Trade War Heats Up, These ETFs Offer A Safe Harbor For Investors
February 10, 2025
Tickers
EEMV
GLD
GOVT
KO
Tags
GLD
ETFs
Market News
From
Benzinga
Can the 5 Worst-Performing Stock Market Sectors in 2024 Beat the S&P 500 in 2025?
January 09, 2025
Tickers
VAW
VCR
VDC
VDE
Tags
^GSPC
VDE
VHT
From
Motley Fool
3 Ultra-Safe Vanguard ETFs to Buy, Even If There's a Stock Market Sell-Off in 2025
January 02, 2025
Tickers
VDC
VOOV
VTWV
Tags
Recent Press Releases
VDC
Market News
From
Motley Fool
S&P 500 Hits 57 All-Time Highs In Record-Breaking 2024: Magnificent 7 Drive 30% Of Nasdaq's Surge
December 25, 2024
Tickers
AVGO
AXON
DIA
GEV
Tags
XLC
ETFs
XLB
From
Benzinga
Costco's Combo Of Strong Loyalty, Unmatched Value Is Rare In Retail: Analyst
December 05, 2024
Tickers
COST
FSTA
NEWS
VDC
Tags
Price Target
VDC
Benzinga
From
Benzinga
These Vanguard ETFs Could Be Smart Picks If Trump Gets His Way on Tariffs
November 24, 2024
Tickers
VDC
VFH
VIOO
Tags
Market News
VFH
Recent Press Releases
From
Motley Fool
Walmart's Q3 Performance Shows Structural Gains Fueling Future Growth: Analyst
November 19, 2024
Tickers
FSTA
NEWS
VDC
WMT
Tags
Briefs
Trading Ideas
Reiteration
From
Benzinga
Walmart Q3 Earnings: Revenue Beat, eCommerce Growth Shines, Issues Bullish Outlook For FY25
November 19, 2024
Tickers
FSTA
NEWS
VDC
WMT
Tags
WMT
Market News
Equities
From
Benzinga
Why Are These 3 Vanguard ETFs Underperforming the S&P 500 Since Election Day?
November 14, 2024
Tickers
COST
ISRG
JNJ
KO
Tags
KO
VDC
ISRG
From
Motley Fool
2 Vanguard Funds That Both Growth and Dividend Investors Can Buy and Hold Forever
November 10, 2024
Tickers
VDC
VIG
Tags
VIG
VDC
Recent Press Releases
From
Motley Fool
1 Vanguard ETF to Buy Now, 1 to Avoid
October 13, 2024
Tickers
AXP
BRK-A
BRK-B
COST
Tags
AXP
NVDA
V
From
Motley Fool
Procter & Gamble Q1 Forecast Cut As Global Challenges Persist, Goldman Sachs Warns
October 07, 2024
Tickers
IYK
NEWS
PG
VDC
Tags
News
Reiteration
Trading Ideas
From
Benzinga
Walmart Division Sam's Club Raises Wages For Hourly Associates: A Strategic Move To Stay Ahead In Retail
September 17, 2024
Tickers
AMZN
IWD
NEWS
VDC
Tags
Market News
Equities
News
From
Benzinga
Target, Ross Stores Expected To Post Higher Revenues As Consumers Stay Resilient: Analysts
August 17, 2024
Tickers
BTHM
FDV
IEDI
LQAI
Tags
Dana Tesley
Retail Sales
ROST
From
Benzinga
Walmart's Q4 Outlook Clouded by Consumer Spending Concerns: JP Morgan Analyst
August 15, 2024
Tickers
NEWS
VDC
WMT
XLP
Tags
News
AI Generated
Briefs
From
Benzinga
< 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.