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 Wizards
Recent news which mentions Wizards
< Previous
1
2
3
4
5
Next >
Hedge Fund Shake-Up: Tiger, Appaloosa, Soros Outperform Buffett, Icahn, Ackman
February 19, 2025
Tickers
AAPL
BABA
BABAF
BRK
Tags
BRK
Long Ideas
Tiger Global Management
From
Benzinga
Stanley Druckenmiller Bet Big On United Airlines As Company Rebounded In Q4
February 19, 2025
Tickers
NEWS
UAL
Tags
Duquense Family Office
Benzinga
Market News
From
Benzinga
Bill Ackman Following Warren Buffett: Hedge Funder Promises 'Modern Day Berkshire Hathaway' With Latest Transaction
February 18, 2025
Tickers
HHH
Tags
Bill Ackman
Warren Buffett
Benzinga
From
Benzinga
Warren Buffett Unfazed By Trump's Tariff Threats: Oracle Of Omaha Bets On Mexico, Beer
February 18, 2025
Tickers
BRK
BUD
STZ
Tags
tariffs
13F
Wizards
From
Benzinga
Viking Bails On Apple, Tesla And Trims Nvidia: Is This A Big Tech Rethink?
February 18, 2025
Tickers
AAPL
NVDA
TECH
TSLA
Tags
TSLA
Stories That Matter
Trading Ideas
From
Benzinga
Peter Lynch's Timeless Stock Advice: 'Person That Turns Over the Most Rocks Wins the Game'
February 16, 2025
Tickers
NEWS
Tags
Peter Lynch
Success Stories
Expert Ideas
From
Benzinga
Ray Dalio Warns of Looming US Debt Crisis, Says America Faces 'Economic Heart Attack' Without Fiscal Cuts
February 15, 2025
Tickers
NEWS
Tags
Top Stories
News
Financial system
From
Benzinga
Market Instability Looms in Trump's Second Term, Warns Paul Tudor Jones: 'There's No Room for Mistakes'
February 15, 2025
Tickers
NEWS
Tags
News
Top Stories
Politics
From
Benzinga
Coca-Cola Q4 Earnings Preview: Can Warren Buffett Favorite Keep Streak Of Revenue Beats Alive?
February 10, 2025
Tickers
BRK
KO
PEP
Tags
Dow Jones Industrial Average
KeyProj
Trading Ideas
From
Benzinga
BP Set To Report Q4 Earnings As Elliot Management Builds Stake: Declining Margins, Revenues In The Spotlight
February 10, 2025
Tickers
BP
NEWS
OIL
Tags
Market News
Benzinga
Elliot Management
From
Benzinga
Charlie Munger's Four Life Lessons: 'Consume Less Than You Accumulate, Invest Judiciously, Persistently Learn, and Uphold Discipline'
February 09, 2025
Tickers
NEWS
Tags
Top Stories
News
Success Stories
From
Benzinga
Bill Gates Says This Simple Trait Is the Secret to His Success
February 09, 2025
Tickers
NEWS
TECH
Tags
Top Stories
News
Success Stories
From
Benzinga
Peter Lynch's Timeless Advice: 'When the Market's Going Down and You Buy Funds Wisely, at Some Point in the Future You Will Be Happy'
February 09, 2025
Tickers
NEWS
Tags
News
Top Stories
Success Stories
From
Benzinga
Ray Dalio Warns UK Risks 'Debt Death Spiral' Without Deficit Cuts
February 07, 2025
Tickers
NEWS
UK
Tags
Macro Economic Events
Ray Dalio
Rumors
From
Benzinga
Jeff Ubben's ValueAct Bet On Meta, Visa And Exited Spotify In Q3: Was It A Clever Move?
February 06, 2025
Tickers
CRM
LYV
META
NEWS
Tags
LYV
V
Wizards
From
Benzinga
Warren Buffett Buys More Shares Of Stock Down 52% Over Last Year: Here's What The Oracle Of Omaha Purchased
February 05, 2025
Tickers
BRK
SIRI
Tags
price to earnings ratio
Wizards
BRK
From
Benzinga
Dan Loeb's Third Point Trims Amazon, Microsoft, Meta As Tech Stocks Climb
February 03, 2025
Tickers
AMZN
FDIS
IXP
IYW
Tags
Wizards
VPU
Large Cap
From
Benzinga
Buffett Advises Against Using Credit Cards as a Source of Funds: 'Paying It off Is Gonna Be Way Better Than Any Investment Idea'
February 02, 2025
Tickers
NEWS
Tags
News
Top Stories
Success Stories
From
Benzinga
Peter Lynch's Stock Tips: 'There's No Shame In Losing Money On A Stock, What Is Shameful Is To Hold On To A Stock When Fundamentals Are Deteriorating'
February 01, 2025
Tickers
NEWS
Tags
Top Stories
News
Success Stories
From
Benzinga
Bill Miller Snapped Up 50K MicroStrategy Shares In Q3 — Was It A Smarter Play Than Bitcoin ETFs?
January 29, 2025
Tickers
ARKB
BITB
BITCOMP
FBTC
Tags
Wizards
Cryptocurrency
13F
From
Benzinga
Charlie Munger's Three Investment Lessons: 'Buy Wonderful Businesses At Fair Prices, Big Money Isn't In Buying Or Selling-It's In Waiting, Good Businesses Are Ethical Businesses'
January 26, 2025
Tickers
NEWS
Tags
Charlie Munger
Benzinga
Market News
From
Benzinga
Peter Lynch's Stock Advice: 'If You Can't Understand the Balance Sheet, You Probably Shouldn't Own It'
January 26, 2025
Tickers
CMG
NEWS
Tags
Success Stories
Expert Ideas
Peter Lynch
From
Benzinga
Fund Manager Stanley Druckenmiller Delivers Blunt Take On Markets After Trump's Return: 'In Terms of Markets, I Would Say It's Complicated'
January 25, 2025
Tickers
NEWS
Tags
Top Stories
News
Expert Ideas
From
Benzinga
EXCLUSIVE: Will Warren Buffett Sell More Apple Stock After iPhone Sales Drop In China? 56% Say This
January 24, 2025
Tickers
AAPL
BRK
SPY
TECH
Tags
Stories That Matter
China
KeyProj
From
Benzinga
Dan Loeb's Third Point Capitalizes On TSM's AI Expansion
January 24, 2025
Tickers
AI
SPTE
SPWO
TSM
Tags
Equities
Expert Ideas
Briefs
From
Benzinga
Charlie Munger's 3 Rules For Success: 'Don't Sell What You Wouldn't Buy, Work For Those You Admire, Partner With People You Enjoy'
January 19, 2025
Tickers
COST
DJCO
NEWS
Tags
News
Top Stories
Expert Ideas
From
Benzinga
Mark Cuban's Success Mantra: 'If You've Got Nothing, It's The Perfect Time To Start A Business'
January 19, 2025
Tickers
NEWS
Tags
Mark Cuban
Market News
Benzinga
From
Benzinga
Peter Lynch's Advice: 'Don't Invest in a Company Before You Look At the Financials. If You Made It Through Fifth Grade, You Can Handle the Math'
January 19, 2025
Tickers
MSFT
NEWS
Tags
Peter Lynch
Expert Ideas
News
From
Benzinga
Billionaire Stanley Druckenmiller: Selling This AI Stock Was a 'Big Mistake'
January 18, 2025
Tickers
NEWS
NVDA
Tags
Benzinga
Market News
Wizards
From
Benzinga
Dan Loeb's PG&E Play: Growth, Resilience, And $63 Billion Investments
January 15, 2025
Tickers
NLR
PCG
URAN
Tags
PCG
Stories That Matter
URAN
From
Benzinga
< Previous
1
2
3
4
5
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.