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 W
Recent news which mentions W
< Previous
1
2
3
4
5
6
7
8
9
...
28
29
Next >
5 Stocks That Legendary Firm Baillie Gifford Just Bought and Sold
January 26, 2024
Tickers
NIO
SHOP
SPOT
TTD
Tags
SHOP
NYSE:NIO,NASDAQ:TTD,NYSE:SHOP,NYSE:SPOT,NYSE:W
NIO
From
InvestorPlace
Levi Strauss Layoffs 2024: What to Know About the Latest LEVI Job Cuts
January 26, 2024
Tickers
APTO
EKSO
LEVI
M
Tags
LEVI
NYSE:LEVI,NYSE:M,NYSE:W,NASDAQ:SUGP,NASDAQ:APTO,NASDAQ:EKSO
Today's Market
From
InvestorPlace
NuStar Energy, Spirit Airlines, Fastly And Other Big Stocks Moving Higher On Monday
January 22, 2024
Tickers
AFRM
CHPT
DNA
DWAC
Tags
Markets
Movers
Top Gainers
From
Benzinga
S&P 500, Nasdaq Jointly Hit New All-Time Highs As AI-Driven Stocks Defy Gravity: What's Driving Markets Friday?
January 19, 2024
Tickers
ALLY
AVGO
CELH
DIA
Tags
W
XLU
Stories That Matter
From
Benzinga
Why TransCode Therapeutics Shares Are Trading Lower By Over 24%? Here Are Other Stocks Moving In Friday's Mid-Day Session
January 19, 2024
Tickers
ABSI
ADAG
AGAE
AGFY
Tags
TCN
CISS
SMCI
From
Benzinga
12 Consumer Discretionary Stocks Moving In Friday's Intraday Session
January 19, 2024
Tickers
AGAE
CDRO
HOFV
IRBT
Tags
MULN
CDRO
Market News
From
Benzinga
Why Wayfair Stock Popped Today
January 19, 2024
Tickers
W
Tags
Market News
Recent Press Releases
W
From
Motley Fool
World Acceptance Posts Upbeat Earnings, Joins Kaman, Spirit Airlines And Other Big Stocks Moving Higher On Friday
January 19, 2024
Tickers
ALLY
EWTX
FVRR
KAMN
Tags
MGNX
ALLY
Markets
From
Benzinga
Why Is Phunware (PHUN) Stock Down 22% Today?
January 19, 2024
Tickers
IRBT
M
PHUN
W
Tags
Market News
Today's Market
NASDAQ:PHUN,NASDAQ:IRBT,NYSE:M,NYSE:W
From
InvestorPlace
Macy’s Layoffs 2024: What to Know About the Latest M Job Cuts
January 19, 2024
Tickers
ESPR
IRBT
M
W
Tags
Today's Market
Market News
M
From
InvestorPlace
Wayfair Layoffs 2024: What to Know About the Latest W Job Cuts
January 19, 2024
Tickers
ESPR
IRBT
TGL
W
Tags
TGL
ESPR
IRBT
From
InvestorPlace
Why Are E-Commerce Company Wayfair Shares Surging Today?
January 19, 2024
Tickers
NEWS
W
Tags
Equities
General
W
From
Benzinga
12 Consumer Discretionary Stocks Moving In Friday's Pre-Market Session
January 19, 2024
Tickers
BFX
BIRD
CJET
CNXA
Tags
SGHC
PIK
CNXA
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
January 15, 2024
Tickers
BABA
BURL
CHWY
CROX
Tags
CROX
BURL
MELI
From
Benzinga
1 Stock Down 82% That Could Soar in 2024
January 13, 2024
Tickers
W
Tags
Recent Press Releases
W
Market News
From
Motley Fool
Stifel Maintains Hold Rating for Wayfair: Here's What You Need To Know
January 09, 2024
Tickers
W
Tags
Analyst Ratings
Market News
BZI/AAR/UPDATE
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
January 05, 2024
Tickers
ABNB
BABA
LCID
NIO
Tags
Market News
ABNB
BABA
From
Benzinga
3 Consumer Stocks to Sell in January Before They Crash and Burn
January 05, 2024
Tickers
AMZN
CHWY
CVNA
ONLN
Tags
Market News
W
ONLN
From
InvestorPlace
Behind George Soros' $7 Billion Portfolio
January 05, 2024
Tickers
AER
DISH
GOOG
GOOGL
Tags
Recent Press Releases
MSTR
LYFT
From
Motley Fool
3 Top Stocks That Can Double Again in 2024
December 26, 2023
Tickers
DUOL
PLTR
W
Tags
PLTR
Recent Press Releases
DUOL
From
Motley Fool
Wayfair CEO's Year-End Memo To Staff: Long Hours And Work-Life Blend 'Nothing To Shy Away From'
December 25, 2023
Tickers
NEWS
TECH
W
Tags
Markets
Tech
Work Culture
From
Benzinga
Why Amtech Systems Shares Are Trading Higher By Over 30%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
December 14, 2023
Tickers
AA
ABM
ADBE
ADTX
Tags
NOVA
Market News
MRNA
From
Benzinga
Jabil Posts Upbeat Earnings, Joins Moderna, Rivian Automotive And Other Big Stocks Moving Higher On Thursday
December 14, 2023
Tickers
AA
ALEC
ALGN
CFG
Tags
News
RH
ENPH
From
Benzinga
3 Unstoppable Stocks to Buy Right Now Before They Skyrocket
December 02, 2023
Tickers
CAVA
GLBE
W
Tags
W
Recent Press Releases
Market News
From
Motley Fool
Cyber Five Sales Mixed: Amazon Leads Pack With Top Categories Beauty, Kitchen, Toys
November 29, 2023
Tickers
AMZN
W
WMT
Tags
Expert Ideas
Price Target
Reiteration
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
November 27, 2023
Tickers
ABNB
AMZN
CZR
LI
Tags
LI
LVS
ABNB
From
Benzinga
‘We provide way more selection’: Why buying a casket online can save you a bundle
November 27, 2023
Tickers
AMZN
COST
W
WMT
Tags
AMZN
COST
WMT
From
MarketWatch
20 Black Friday Deals: How Much Buying Power Do Shoppers Wield?
November 24, 2023
Tickers
AAPL
AMZN
BBY
BIRK
Tags
CROX
MSFT
Black Friday
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
November 20, 2023
Tickers
BKNG
CMG
CVNA
EXPE
Tags
EXPE
Market News
BKNG
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
November 09, 2023
Tickers
ABNB
BKNG
F
LCID
Tags
Market News
BKNG
NKE
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
28
29
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.