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 accommodations
Recent news which mentions accommodations
< Previous
1
2
3
4
5
6
7
Next >
'Just a temporary blip’: Chinese travelers will be back, says Banyan Tree founder
September 13, 2023
Tags
Wealth
Real estate
Holidays
From
CNBC.com News
Years in the making, Venice approves a $5 tax on daytrippers
September 13, 2023
Tickers
LIFE
Tags
Hotels and resorts
Europe Economy
Luxury
From
CNBC.com News
Where to stay in India? Here are 8 former palaces that are now hotels
September 07, 2023
Tickers
LIFE
Tags
Tourism
Adventure travel
Lifestyle
From
CNBC.com News
A new hotel trend that puts you to sleep — literally
September 03, 2023
Tickers
LIFE
Tags
Entertainment
Holidays
Hotels Restaurants and Leisure
From
CNBC.com News
More single moms are taking long trips abroad with the kids — here's how they do it
August 22, 2023
Tickers
LIFE
Tags
Entertainment
Holidays
Travel safety
From
CNBC.com News
Chances are you haven’t used A.I. to plan a vacation. That’s about to change
August 13, 2023
Tickers
LIFE
Tags
Entertainment
Holidays
Artificial intelligence
From
CNBC.com News
Burned by the European heat, travelers are seeking new destinations this summer
August 02, 2023
Tickers
LIFE
Tags
Business Travel
Vacations
Europe News
From
CNBC.com News
Can ChatGPT find ‘hidden gems’ in Europe? Yes, if you use these prompts
July 17, 2023
Tickers
LIFE
Tags
Vacations
Business Travel
Europe News
From
CNBC.com News
One of Asia’s most luxurious trains is returning to the rails with a new route
July 10, 2023
Tickers
LIFE
Tags
Vacations
Train travel
CNBC Travel
From
CNBC.com News
From Taylor Swift to the World Cup, travelers are paying big bucks to catch overseas games and shows
July 09, 2023
Tickers
LIFE
Tags
Accommodations
Music
Wimbledon Championships
From
CNBC.com News
He spent 250,000 euros to renovate a penthouse in Barcelona. This is what it looks like
June 25, 2023
Tickers
LIFE
Tags
Accommodations
Life
Lifestyle
From
CNBC.com News
Serving 'lunch' before midnight — and other ways airlines can help reduce jet lag
June 21, 2023
Tickers
LIFE
Tags
CNBC Travel
Entertainment
Accommodations
From
CNBC.com News
These workers take ‘hush trips.’ Here’s how they’re hiding them from the boss
June 19, 2023
Tickers
LIFE
Tags
Personnel
Hotels Restaurants and Leisure
Hotels and resorts
From
CNBC.com News
Disney World is packed, but lines can be short — if you follow several tips
June 14, 2023
Tickers
LIFE
Tags
Vacations
CNBC Travel
Accommodations
From
CNBC.com News
The ‘breakout travel trend’ of the decade: What to know about expedition cruising
June 13, 2023
Tickers
LIFE
Tags
Hotels and resorts
Galapagos NV
Luxury travel
From
CNBC.com News
Train review: What it’s like to ride the Venice Simplon-Orient-Express
June 08, 2023
Tickers
LIFE
Tags
Luxury
Hotels and resorts
Luxury travel
From
CNBC.com News
It’s now cheaper for travelers to go to Bhutan — if they stay long enough
June 07, 2023
Tickers
LIFE
Tags
Vacation costs
Adventure travel
Tourism
From
CNBC.com News
China's travel recovery gets more attention, but India's outbound market is 'booming' even faster
May 25, 2023
Tickers
LIFE
Tags
Luxury
Entertainment
Holidays
From
CNBC.com News
How one family turned a job loss into an opportunity to sail the world
May 25, 2023
Tickers
LIFE
Tags
Economy
COVID/19
Vacation costs
From
CNBC.com News
This trader's got the 'perfect' job for full-time travel — and he's teaching others how to do it
May 18, 2023
Tickers
LIFE
Tags
Holidays
Entertainment
Wealth
From
CNBC.com News
No, you can’t ride a lion on safari — why more companies are telling travelers ‘no’ these days
May 14, 2023
Tickers
LIFE
Tags
Travel
CNBC Travel
Vacations
From
CNBC.com News
Wellness travel is rising among a particularly weary group of travelers — parents
May 09, 2023
Tickers
LIFE
Tags
Vacations
Health
CNBC Travel
From
CNBC.com News
Travel won’t fully recover this year — but it will get close
May 07, 2023
Tickers
JOBS
Tags
World economy
Hotels and resorts
Jobs
From
CNBC.com News
Planning a solo trip to Seoul? Here are some places that cater to singles in Seoul
April 30, 2023
Tickers
LIFE
Tags
Entertainment
Holidays
Hotels Restaurants and Leisure
From
CNBC.com News
New reports say business travel isn’t going back to normal — ever
April 23, 2023
Tickers
LIFE
Tags
CNBC Travel
Travel
Industry conferences and trade shows
From
CNBC.com News
The priciest tickets for Singapore's Formula One night race are gone — and others are going fast
April 19, 2023
Tickers
LIFE
Tags
Business travel
Economy
Adventure travel
From
CNBC.com News
Beyond Kyoto: Japan recommends 11 lesser-known spots to visit
April 18, 2023
Tickers
LIFE
Tags
Wealth
Hotels Restaurants and Leisure
Hotels and resorts
From
CNBC.com News
Gen Zs don't have a lot of money, but they're traveling anyway
April 16, 2023
Tickers
LIFE
Tags
Vacations
Business Travel
CNBC Travel
From
CNBC.com News
Russian travelers say they fear one question: ‘Where are you from?’
April 09, 2023
Tickers
LIFE
WAR
Tags
Wealth
Entertainment
Wars and Military Conflicts
From
CNBC.com News
Most countries want tourists back — but Amsterdam is telling these visitors to 'stay away'
April 04, 2023
Tickers
LIFE
Tags
Luxury
Hotels and resorts
Luxury travel
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
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.