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 Worldcoin
Recent news which mentions Worldcoin
Sam-Altman Founded World Token Rips 24%—What's Going On?
May 23, 2025
Tickers
NEWS
Tags
Sam Altman
News
$WLD
From
Benzinga
What Caused Sam Altman-Founded World Network Token To Soar 57% in a Week?
April 27, 2025
Tickers
NEWS
Tags
Market News
News
$BTC
From
Benzinga
Sam Altman Wants To Get Rid Of AI Bots In Video Games: Here's The Why And How
March 18, 2025
Tickers
AI
TECH
Tags
World Inc
KeyProj
video games
From
Benzinga
Daily Digest: Crypto office deal falls apart; Bay Area tech stocks take hit
March 10, 2025
Tags
Robinhood Markets Inc/
Rigetti Computing, Inc/
Salesforce Inc/
From
Business Journals
Sam Altman-Founded Worldcoin Network Rallies, Defying Bitcoin and Ethereum Decline, Amid OpenAI's Role in Project Stargate
January 22, 2025
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
$BTC
Worldcoin
bitcoin
From
Benzinga
Elon Musk's Former X Executive Joins Rival Sam Altman's World Network To Lead Policy Initiatives
November 21, 2024
Tickers
NEWS
TECH
X
Tags
Benzinga
Sam Altman
X
From
Benzinga
Sam Altman-Founded Worldcoin Is Changing Its Name To 'World' And Launching Its Own Blockchain — WLD Token's Fortunes Set To Soar?
October 18, 2024
Tickers
NEWS
Tags
$ETH
Markets
Worldcoin
From
Benzinga
Sam-Altman Founded Worldcoin Becomes Crypto Market's Biggest Gainer On OpenAI CEO's Equity Stake Development
September 25, 2024
Tickers
NEWS
WLD
Tags
$WLD
News
Market News
From
Benzinga
Sam-Altman Founded Worldcoin Soars On OpenAI's o1 Announcement, XRP Rides On Grayscale Trust Launch
September 13, 2024
Tickers
NEWS
Tags
Grayscale
Market News
$AAVE
From
Benzinga
OpenAI CEO Sam Altman's Worldcoin Attracts Global Backlash Over Iris-Scanning, Project Defends Itself As 'Privacy-Enhancing'
August 18, 2024
Tickers
NEWS
Tags
OpenAi
$ETH
Markets
From
Benzinga
Sam Altman-Founded Worldcoin Outstrips Gains Of Bitcoin, Ethereum After Major Relief From Kenyan Authorities
June 20, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
WLD
Tags
Cryptocurrency
Sam Altman
Benzinga
From
Benzinga
Sam Altman-Founded Worldcoin's Suspension Extended In Spain, Crypto Plunges 55% Since March Peak
June 05, 2024
Tickers
NEWS
Tags
Sam Altman
News
Cryptocurrency
From
Benzinga
Telegram-Associated Notcoin, Sam Altman-Founded Worldcoin Outshine Bitcoin, Ethereum On A Weak Day
May 30, 2024
Tickers
BITCOMP
NEWS
NOT
USD-BITSTAMP
Tags
$BTC
Notcoin
Telegram
From
Benzinga
Sam Altman-Founded Worldcoin Shown The Door In Hong Kong Over Privacy Concerns
May 23, 2024
Tickers
ASIA
NEWS
Tags
Sam Altman
Cryptocurrency
Government
From
Benzinga
Sam Altman's Worldcoin Halts ID Verification In Spain Amid Legal Tussle
March 09, 2024
Tickers
MSFT
NEWS
Tags
Benzinga
Sam Altman
Cryptocurrency
From
Benzinga
Why Is Sam Altman's Worldcoin Up 205% Over The Past Week?
February 19, 2024
Tickers
NEWS
Tags
Digital identity verification
Benzinga
Market News
From
Benzinga
Sam Altman-Founded Worldcoin Surges 140% As Daily Users Hit 1M Despite Privacy Concerns
February 19, 2024
Tickers
NEWS
Tags
Market News
News
$WLD
From
Benzinga
Worldcoin's Orb To Reportedly Get Apple-Like Makeover, Says CEO: 'Much More Friendly' Design On The Horizon
January 25, 2024
Tickers
NEWS
WDC
Tags
Market News
Alex Blania
Sam Altman
From
Benzinga
Sam Altman's Worldcoin Rallies On Christmas, Outperforms Bitcoin, Ethereum As Technical Indicators Turn Bullish
December 26, 2023
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
$BTC
Ali Martinez
$WLD
From
Benzinga
Worldcoin Makes Comeback With 25% Gains, After Report Indicate Altman Considering OpenAI Return
November 19, 2023
Tags
Worldcoin
$BTC
Markets
From
Benzinga
Worldcoin's Wallet App Tops 1M Monthly Users Amid Global Scrutiny: 'This Is Just The Beginning'
November 02, 2023
Tickers
TECH
Tags
Cryptocurrency
Sam Altman
Benzinga
From
Benzinga
Watch: 2021 Video Clip Shows Why Worldcoin Enthusiasts Consider It Superior To Bitcoin
August 07, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Worldcoin
$BTC
Markets
From
Benzinga
Jack Dorsey Reacts To Sam Altman's Video Showing 'Crazy Lines Around The World' As Worldcoin Causes Frenzy For Iris Scans
July 27, 2023
Tags
Jack Dorsey
OpenAi
Worldcoin
From
Benzinga
'Of Course': Jack Dorsey Reacts To List Of 'Usual Suspects' Backing Sam Altman's Worldcoin
July 25, 2023
Tickers
TECH
Tags
Market News
Cryptocurrency
News
From
Benzinga
Dogecoin Co-Creator Finds ChatGPT Parent CEO Sam Altman's Worldcoin 'Creepy And Weird'
July 25, 2023
Tags
dogecoin
Market News
News
From
Benzinga
Sam Bankman-Fried Is One Of Worldcoin's Earliest Investor: Is He Keeping An Eye On The Investment From His Parents' House?
July 24, 2023
Tickers
AI
COIN
HOOD
TECH
Tags
News
Market News
General
From
Benzinga
OpenAI CEO Sam Altman Launches Worldcoin: A Bold Crypto Experiment At The Intersection Of AI, Identity And Finance
July 24, 2023
Tickers
TECH
Tags
Trading Ideas
Markets
$ETH
From
Benzinga
ChatGPT Founder Sam Altman-Led Crypto Project Worldcoin Set To Launch WLD Token, Mainnet
July 24, 2023
Tags
News
Cryptocurrency
Sam Altman
From
Benzinga
Some 1000 Crypto Companies Are Exploring AI: Here Are 3 Challenges & 3 Benefits
June 07, 2023
Tickers
COIN
TECH
Tags
Tech
Worldcoin
Markets
From
Benzinga
Sam Altman's Worldcoin Secures $115M In VC, Hopes To Grow From 2M Users To Billions
May 25, 2023
Tickers
TECH
Tags
Market News
Top Stories
News
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.