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 career
Recent news which mentions career
What JPMorgan's CEO Learned From First Stock — Jamie Dimon's Billion‑Dollar Philosophy: 'Don't Blow Up'
July 19, 2025
Tickers
JPM
Tags
Benzinga
Success Stories
JPM
From
Benzinga
How Kallie Boxell Helps Texas Companies Solve the Talent Equation
June 19, 2025
Tags
United States
Career
Human resources
From
PRLog
Google CEO Sundar Pichai Thinks This Overlooked Decision Can Shape A Young Person's Entire Career
June 18, 2025
Tickers
TECH
Tags
Sundar Pichai
Benzinga
Market News
From
Benzinga
Rosann Santos CPC Says You Should Expect Transformative Results From Your Career Coach
April 30, 2025
Tickers
JOBS
Tags
Career
United States
New York
From
PRLog
Rosann Santos Becomes Licensed Speaker with Impostor Syndrome Institute to Offer Rethinking Impostor Syndrome™ Program
March 24, 2025
Tags
New York City
Education
United States
From
PRLog
Rosann Santos Ofrece el Programa Repensando el Síndrome del Impostor™
March 18, 2025
Tags
Puerto Rico
Leadership
Executive
From
PRLog
Rosann Santos Gives Tips For Being Proactive To Help Co-Workers Understand What You Need On The Two-Minute Mentor
December 31, 2024
Tickers
TIPS
Tags
United States
Career
New York
From
PRLog
Rosann Santos Gives Tips To Stop Distracting Your Team Members On The Two-Minute Mentor
December 02, 2024
Tickers
TIPS
Tags
Education
Goals
New York City
From
PRLog
Tumult in Mecca - From Civil Servant to Global Business Adventurer: Henrik Bertelsen's Unexpected Journey
November 15, 2024
Tags
Information technology
Business Development
Travel
From
PRLog
Rosann Santos CPC Addresses If Career Coaching Is Effective For Graduates And The Newly Employed
October 17, 2024
Tickers
JOB
JOBS
Tags
Education
New York City
Business
From
PRLog
Rosann Santos CPC Addresses Questions About If Career Coaching Really Works
September 30, 2024
Tickers
JOBS
Tags
Coach
Resume
Women
From
PRLog
Rosann Santos CPC Explains What A Career Coach Actually Does Using Phil Jackson and Tony Robbins As Examples
June 30, 2024
Tickers
JOBS
MEN
Tags
Coaching
New York
Men
From
PRLog
How Rosann Santos CPC Helps Her Clients Eliminate Imposter Syndrome
May 31, 2024
Tickers
JOBS
Tags
United States
Career
Imposter
From
PRLog
AI Adoption In Workplace: Employees Concealing Use Of AI Tools For Fear Of Job Replacement, Microsoft-Led Study Reveals
May 08, 2024
Tickers
MSFT
NEWS
TECH
Tags
MSFT
Tech
LinkedIn
From
Benzinga
Rosann Santos CPC Launches Rosann's Career Corner for High Paid Job Seekers
April 30, 2024
Tickers
JOBS
Tags
Career
United States
New York
From
PRLog
This Man, Who Never Went To University, Is Making $1.2M-A-Year At Deloitte At The Age Of 30
April 15, 2024
Tickers
NEWS
Tags
career
benzinga neuro
General
From
Benzinga
Create a Stellar Resume Using Any WordPress.com Theme
January 11, 2024
Tags
Themes
WordPress
career
From
WordPress.com News
Rosann Santos CPC Presents The Five Pillars of Success as a Means To Fill The C-Suite Diversity Gap
January 02, 2024
Tickers
JOBS
MEN
Tags
C/suite
United States
Men
From
PRLog
The Five Pillars of Success Pillar One Strengths Outlined by Rosann Santos CPC
December 05, 2023
Tags
Human resources
Leadership
Skills
From
PRLog
REA 'Peace of Mind on the Move' Study achieves Highly Commended recognition in the category Excellence in Coaching by ABP November 2023
December 04, 2023
Tags
Outplacement
Business
Career
From
PRLog
Altruistic Beauty Academy Holds Ceremony for Inaugural Graduation Class
November 14, 2023
Tags
Certification
Laser Hair Removal
Aesthetician
From
PRLog
Remote Work Lifestyle Hinders Careers, Says NYU Professor: 'Young People Who Choose That Life...Are Probably Not Going To Become CEOs'
November 05, 2023
Tickers
TSLA
Tags
career
News
General
From
Benzinga
In-demand career: Industrial and systems engineering
October 18, 2023
Tickers
JOBS
STEM
Tags
Systems Engineering
Norcross
Management
From
PRLog
Corporate Sisters Unite! Brings Transformational Learning and Leaders to Pittsburgh on October 14th
August 28, 2023
Tags
Business
Career
United States
From
PRLog
Zeta Driving School Invests $1 Million to Fund CDL A Student Loans in Partnership with WeDevelopment Federal Credit Union
August 07, 2023
Tags
Vocational School
Commercial Drivers License
Kansas
From
PRLog
Shavonne Reed Releases New Book "Ugly Duckling," a Fiction Book That Explores The Adversity and Resilience Women Face in the Workplace
April 24, 2023
Tags
Georgia
Confidence
Workplace
From
PRLog
Here's How 37-Year-Old Mom Of One Makes Up To $12,000 Per Month Just By Editing Videos
April 19, 2023
Tickers
JOB
Tags
Success Stories
Benzinga
Fiverr
From
Benzinga
Jimi Tewe Takes Exponential Masterclass To London
August 02, 2022
Tags
Money
Success
Business
From
PRUnderground
Transformation Coach Jimi Tewe On Exponential Tour In Manchester, United Kingdom
July 30, 2022
Tags
results
Consulting
Inspiration
From
PRUnderground
Steer Your Career: Map Your Way to Professional Success in CSR
July 14, 2022
Tickers
CSR
Tags
career
csr career
Corporate Citizenship
From
3BL Media: Corporate Social Responsibility, Energy and Health News
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.