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 Warren Buffet
Recent news which mentions Warren Buffet
Berkshire Buyback Pause Signals Caution Despite $344 Billion Cash Hoard, Rail Gains
August 02, 2025
Tickers
BRK
KHC
NEWS
Tags
General
Berkshire
Market News
From
Benzinga
Berkshire Hathaway Warns of 'Adverse Consequences on Most, If Not All, Operating Businesses' as Q2 Results Reflect Mounting Global Pressures
August 02, 2025
Tickers
AAPL
AXP
BAC
BRK
Tags
top stories
BAC
OXY
From
Benzinga
Warren Buffett Explains Why He Couldn't Deny Greg Abel The Top Job At Berkshire Hathaway Any Longer: 'He's A Natural'
May 15, 2025
Tickers
BRK
NEWS
Tags
Management
Berkshire Hathaway
News
From
Benzinga
Trump's Tariff Turmoil Topples Ultra-Rich's Wealth — $174B Wiped Out From Fortunes Of World's Top 10 Billionaires, Including Elon Musk, Warren Buffett And Mark Zuckerberg
April 09, 2025
Tickers
AMZN
BRK
GOOG
GOOGL
Tags
benzinga neuro
GOOG
Market News
From
Benzinga
Elon Musk's Net Worth Dives Below $300 Billion For The First Time Since November Amid Tesla Attacks And Tariff Woes
April 08, 2025
Tickers
AMZN
META
NEWS
TSLA
Tags
benzinga neuro
tariffs
Elon Musk
From
Benzinga
Once Called A 'Big Mistake,' Warren Buffett's Precision Castparts Acquisition Sees A $2 Billion Rebound, Narrowing Berkshire Hathaway's Losses
March 31, 2025
Tickers
BA
BRK
NEWS
Tags
benzinga neuro
Boeing
BA
From
Benzinga
3 Beloved Stocks Warren Buffett Is Dumping As Markets Fall
March 21, 2025
Tickers
AAPL
AXP
BAC
C
Tags
KO
Market News
Warren Buffet
From
Benzinga
Warren Buffet's Berkshire Hathaway Boosts Stake In Japan's Top Trading Firms
March 17, 2025
Tickers
BRK
NEWS
Tags
Warren Buffet
News
BRK
From
Benzinga
EXCLUSIVE: VistaShares Launches Warren Buffett-Inspired ETF, 'Filling A Gap In The Market,' Says CEO
March 07, 2025
Tickers
BRK
OMAH
Tags
Exclusives
Market News
Top Stories
From
Benzinga
Melinda French Gates Reveals An IBM Manager Inspired Her To Join Bill Gates Co-Founded 'Little Company' Microsoft
March 06, 2025
Tickers
IBM
MSFT
NEWS
Tags
benzinga neuro
Benzinga
Warren Buffet
From
Benzinga
Warren Buffett's Berkshire Hathaway Sells $116M Shares Of Dialysis Giant DaVita, Cuts Stake By 2%
February 21, 2025
Tickers
BRK
DVA
NEWS
TECH
Tags
Benzinga
Davita
Market News
From
Benzinga
Jay-Z's Cannabis Brand Goes Up In Smoke: The Rise And Fall Of Monogram From $50 Joints To Massive Losses
December 03, 2024
Tickers
GRAM
NEWS
Tags
The Parent Company
Market News
Top Stories
From
Benzinga
Berkshire Hathaway Reports Decline In Q3 Operating Earnings, Further Reduces Apple Stake
November 02, 2024
Tickers
AAPL
AXP
BAC
BRK
Tags
AI Generated
CVX
BAC
From
Benzinga
Warren Buffett Owns $28B In Coca-Cola Stock And Drinks 5 Cans A Day – 'I Don't Think The Prostate Cancer Was Caused By The Coca-Cola'
September 22, 2024
Tags
Personal Finance Access
Personal Finance
Benzinga
From
Benzinga
Since Embracing Bitcoin 4 Years Ago, Michael Saylor's MicroStrategy Has Outperformed Warren Buffett's Berkshire Hathaway Returns
August 12, 2024
Tickers
BITCOMP
BRK
MSTR
NEWS
Tags
Cryptocurrency
BRK
Benzinga
From
Benzinga
Roaring Kitty's $200M Chewy Bet Gets 'Unlikely This Is His Own Money' Response From Citron: Andrew Left's Firm Finds Warren Buffett's Occidental Stake More Compelling
July 01, 2024
Tickers
CHWY
GME
NEWS
OXY
Tags
Equities
Andrew Left
Benzinga
From
Benzinga
Warren Buffet's Berkshire Drops BYD Stake Despite EV Leader Seeing Record Sales
June 25, 2024
Tickers
BRK
BYDDF
BYDDY
EVS
Tags
Equities
Benzinga
BRK
From
Benzinga
Edward Snowden Says 'Bitcoin Fixes This' In Response To NYSE Trading Glitch That Sank Warren Buffett-Led Berkshire Hathaway Shares
June 03, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Cryptocurrency
Benzinga
Bitcoin
From
Benzinga
GameStop, Berkshire Hathaway, Nvidia, SoFi, Tesla: Why These 5 Stocks Are On Investors' Radars Today
June 03, 2024
Tickers
AI
BRK
EVS
GME
Tags
gamestop
Nvidia Artificial Intelligence
memestocks
From
Benzinga
Berkshire Hathaway's Ajit Jain Cautions On Cyber Insurance Amid Risks: 'Each Time You Write A Cyber Insurance Policy, You Are Losing Money'
May 04, 2024
Tickers
AJG
AON
BRK
BRO
Tags
WTW
AJG
General
From
Benzinga
Berkshire Hathaway's Q1 Operating Earnings Surged 39% — Here's Why
May 04, 2024
Tickers
AAPL
AXP
BAC
BRK
Tags
Markets
Movers
Earnings
From
Benzinga
Warren Buffett's Daughter Says They Lived 'Like Everybody Else' — She Didn't Know Her Dad Was Rich Until She Read About Him In A Newspaper
March 20, 2024
Tags
Benzinga
Personal Finance Access
Personal Finance
From
Benzinga
'Hallelujah' For Shale: Why Warren Buffett Likes American Oil Companies
February 26, 2024
Tickers
CVX
NEWS
OIL
OXY
Tags
Warren Buffet
News
Long Ideas
From
Benzinga
Max Keiser Says Buying Bitcoin Now Is Like Getting Berkshire Hathaway Shares At $1500 — Here's What It Means For Apex Crypto
February 26, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
News
Warren Buffet
Market News
From
Benzinga
'The Architect' Of Berkshire Hathaway: Warren Buffett Honors Charlie Munger In Emotional Annual Letter
February 24, 2024
Tickers
BRK
NEWS
Tags
Market News
Charlie Munger
News
From
Benzinga
Berkshire Hathaway's Q4 Operating Earnings Surge 28%, Warren Buffet Pays Touching Tribute To Late Charlie Munger: 'His Relationship With Me Was Part Older Brother, Part Loving Father'
February 24, 2024
Tickers
AAPL
AXP
BAC
BRK
Tags
KO
General
Berkshire
From
Benzinga
Jim Cramer Says Capital One's Stock 'May Actually Go Up' After $35.3B Discover Deal: Here's Why
February 19, 2024
Tickers
COF
DFS
NEWS
Tags
M&A
COF
News
From
Benzinga
Blue-Chip Beauties: 3 Stable Stocks to Buy for Long-Term Growth
February 02, 2024
Tickers
BRK-A
BRK-B
GOOG
GOOGL
Tags
Berkshire Hathaway
Stocks to Buy
Alphabet
From
InvestorPlace
Bill & Melinda Gates Foundation Allocates Record $8.6B For Global Health Amid Decline In Funding
January 15, 2024
Tickers
NEWS
Tags
Global
Bill & Melinda Gates Foundation
Microsoft
From
Benzinga
Warren Buffett's Berkshire Hathaway Resolves Legal Dispute Over Alleged Buyout Terms Violation With Pilot Travel Centers
January 08, 2024
Tickers
BRK
NEWS
Tags
Berkshire Hathaway
Benzinga
BRK
From
Benzinga
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.