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 Yahoo Finance
Recent news which mentions Yahoo Finance
20 Patents Issued Worldwide, Cementing Company Leadership. First Ever Cable-Free 12-Lead ECG: HeartBeam, Inc. (Stock Symbol: BEAT)
May 06, 2025
Tags
Santa Clara
Stocks
Business
From
PRLog
Clinical Endpoints Successfully Met in Study for Groundbreaking 12-Lead ECG Synthesis Technology Allowing Software Application to FDA: HeartBeam, Inc
April 29, 2025
Tags
Yahoo Finance
California
Press Release
From
PRLog
Milestone Merger Payment with Predictive Oncology to Advance AI-Driven Biomarker Discovery & Precision Medicine in Cancer & Beyond: Stock Symbol: RENB
March 03, 2025
Tags
Stock Market
Nasdaq
Media
From
PRLog
Nebul Collaboration to Employ NVIDIA Cutting Edge AI Tech with Established GEDi CUBE Paradigm Shift for Early Disease Detection: Stock Symbol: RENB
December 20, 2024
Tags
California
Press Release
Los Angeles
From
PRLog
Industry-Changing Multi-Benefit Service Platform for Technology Systems & AI Smart Devices Drives; 218% Revenue Growth for Tekumo: Stock Symbol: TKMO
December 20, 2024
Tags
Stocks
Social Media
Business
From
PRLog
Profitable Provider of Bakery, Seasonal and Beverage Products Strongly Expanding in the US and China: Chanson Intl Holding: Stock Symbol: CHSN
November 21, 2024
Tickers
FOOD
Tags
Stock Market
Nasdaq
Xinjiang
From
PRLog
NEW AI Launch! StarboxAI VI-Pro - Live Streaming System; Empowering 800 Merchants to Boost Sales to Over 2 Million Users: StarBox (Stock Symbol: STBX)
October 22, 2024
Tags
Stock Markets
Investing
Financial
From
PRLog
Lifesaving Portable, AI Augmented Cardiac Monitoring Technology Poised for Commercial Launch Under New Industry Leader: Heartbeam: Stock Symbol: BEAT
October 17, 2024
Tags
Stocks
Business
Santa Clara
From
PRLog
Significant Leaps Redefining Digital Commerce Connecting Merchants & Shoppers Rewarding Customers with Instant Cash Rebates (Stock Symbol: STBX)
October 17, 2024
Tags
Yahoo Finance
Press Release
Shopping
From
PRLog
Powerful Leadership Transition to Optimize Highly Promising AI Platform RenovaroCube for Multi-Cancer Early Detection & Monitoring: Stock Symbol: RENB
October 16, 2024
Tags
Investing
United States
Biotech
From
PRLog
Analyst Criticizes Elon Musk For Acting Like A 'Little Baby,' Says Tesla CEO Almost Breaks Down Crying On Earnings Call
October 23, 2023
Tickers
EVS
TECH
TSLA
Tags
Yahoo Finance
Tech
Earnings
From
Benzinga
VettaFi’s Lydon Touts Gold to Win “ETF Final Four” on Yahoo
March 29, 2023
Tickers
BND
CYB
KRE
Tags
CYB
gold/silver/critical minerals channel
KRE
From
ETF Trends
Lydon Aces the ETF Report on Yahoo
February 15, 2023
Tickers
BBEU
LQD
TLT
Tags
tom lydon
expert insights
etf report
From
ETF Trends
Todd Rosenbluth Talks Fed, FI, and Morgan Stanley ETFs
February 01, 2023
Tickers
ESG
LQD
TLT
VCLT
Tags
VCLT
Calvert
TLT
From
ETF Trends
Lydon Talks China’s Economic Recovery — And Surging COVID Numbers
December 29, 2022
Tickers
KWEB
TUR
Tags
iShares
expert insights
china insights channel
From
ETF Trends
Dave Nadig Drills Into the Big Year For ETFs on Yahoo
December 21, 2022
Tickers
DMCY
FRDM
HAPY
JEPI
Tags
HAPY
DMCY
Featured
From
ETF Trends
Todd Rosenbluth Gets Active on Yahoo Finance
November 16, 2022
Tickers
AGG
BITO
FBND
JEPI
Tags
expert insights
bito
todd rosenbluth
From
ETF Trends
Yahoo Finance: Dave Nadig Talks Global ETF Inflow Surge
November 09, 2022
Tickers
BITO
Tags
Yahoo Finance
ProShares/C
Video
From
ETF Trends
Todd Rosenbluth Talks Tech and Earnings on Yahoo!Finance
October 24, 2022
Tickers
VGT
XLC
XLK
Tags
todd rosenbluth
State Street
XLC
From
ETF Trends
Dave Nadig Appears on Yahoo to Discuss “Anti-Woke” ETFs
October 12, 2022
Tickers
EFA
ESG
HEFA
YALL
Tags
YALL
EFA
Dave Nadig
From
ETF Trends
Todd Rosenbluth Highlights Risk-Conscious ETFs on Yahoo Finance
September 14, 2022
Tickers
ALTL
PSEP
SPLV
USMV
Tags
Innovative ETFs channel
Pacer ETFs
Invesco
From
ETF Trends
EXCLUSIVE: Trulieve CEO Kim Rivers Calls To Action On Cannabis Reform
September 13, 2022
Tickers
CCC
TCNNF
Tags
Cannabis
CCC
Markets
From
Benzinga
Dave Nadig Dives Into Clean Energy, Memes, and More on Yahoo Finance
August 17, 2022
Tickers
AMC
BUZZ
CLNR
MEME
Tags
TAN
Invesco
MEME
From
ETF Trends
Dave Nadig Dives Into Clean Energy, Memes, and More on Yahoo!Finance
August 17, 2022
Tickers
AMC
BUZZ
CLNR
MEME
Tags
featured
new york life
expert insights
From
ETF Trends
Tom Lydon Talks Tech Stocks and Small-Caps on Yahoo!Finance
August 03, 2022
Tags
Video
featured
Yahoo Finance
From
ETF Trends
Yahoo Finance: Todd Rosenbluth Talks Fed Rate Hike and Earnings
July 27, 2022
Tickers
DWS
HYDW
HYGV
SLQD
Tags
State Street
XLC
northern trust
From
ETF Trends
Yahoo Finance: Dave Nadig Talks Energy’s Relationship to the Economy
July 06, 2022
Tickers
AMLP
ENFR
KRBN
XLE
Tags
Dave Nadig
Yahoo Finance
Featured
From
ETF Trends
'It's Game Over': Loop Capital Analyst Warns That Bed Bath & Beyond's Days Are Limited
June 29, 2022
Tickers
BBBY
CHWY
GME
Tags
Ryan Cohen
BBBY
Management
From
Benzinga
Yahoo Finance: Crypto Down But Not Out
June 14, 2022
Tickers
BITO
BTF
GBTC
XBTF
Tags
Bitcoin ETF
tom lydon
bito
From
ETF Trends
Todd Rosenbluth Discusses Bond and Dividend ETFs on Yahoo Finance
June 09, 2022
Tickers
DIV
SDOG
SPY
Tags
State Street
VOO / Vanguard S&P 500 ETF
Vanguard
From
ETF Trends
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.