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 ceos
Recent news which mentions ceos
< Previous
1
2
3
4
5
6
7
8
9
...
12
13
Next >
The 117-year-old steel maker that's key to solving climate tech's recycling issue
August 11, 2023
Tickers
CEOS
Tags
Alternative and sustainable energy
Schnitzer Steel Industries Inc
Leadership Insights
From
CNBC.com News
Here are the four things employers need to offer to keep workers from quitting
August 06, 2023
Tickers
CEOS
JOBS
Tags
CEOs
Careers
Job hunting
From
CNBC.com News
Telecoms giant BT Group appoints Allison Kirkby as CEO
July 31, 2023
Tickers
CEOS
Tags
Europe News
CEOs
Technology
From
CNBC.com News
How artificial intelligence is helping hire, promote and train workers
July 29, 2023
Tickers
CEOS
JOBS
Tags
CEOs
Workplace culture
Careers
From
CNBC.com News
Gap taps top Mattel executive to be its new CEO
July 26, 2023
Tickers
CEOS
Tags
Retail industry
Retail
Business
From
CNBC.com News
The biggest problem offices have in summer goes beyond getting workers to return
July 21, 2023
Tickers
CEOS
JOBS
Tags
Workforce Wire
Employment
Career advice
From
CNBC.com News
‘Life is like it is’: TotalEnergies CEO defends strategy despite calls to cut fossil fuel production
July 06, 2023
Tickers
CEOS
OIL
Tags
Shell PLC
TotalEnergies SE
BP PLC
From
CNBC.com News
Aramco chief blames recessionary signals for low oil price, says 'optimistic' about future of demand
July 05, 2023
Tickers
CEOS
OIL
Tags
CEOs
Oil and Gas
Oil
From
CNBC.com News
Mercedes' Toto Wolff shares his tips on leading a superstar team and 2 key values for long-term success
July 03, 2023
Tickers
CEOS
Tags
Sports
International Sports
CEOs
From
CNBC.com News
Nike CEO John Donahoe on how he manages sleep health in a hectic life
June 30, 2023
Tickers
CEOS
Tags
Nike Inc
Leadership
CEOs
From
CNBC.com News
In return to office messaging, there's now more stick, less carrot
June 29, 2023
Tickers
CEOS
JOBS
Tags
Careers
Leadership
Workplace culture
From
CNBC.com News
As Google, Tesla execs push workers back to the office, experts say hybrid is the best long-term solution
June 28, 2023
Tickers
CEOS
Tags
Workers' rights
Tesla Inc
Alphabet Inc
From
CNBC.com News
Nike's approach to solving the biggest problem for girls in sports
June 18, 2023
Tickers
CEOS
Tags
Apparel
Title IX compliance
Leadership Insights
From
CNBC.com News
Artificial intelligence early adopters in the workplace are profiting
June 14, 2023
Tickers
CEOS
JOBS
Tags
Labor economy
Technology: Trends
Social issues
From
CNBC.com News
Illumina announces CEO transition plan as Francis deSouza resigns
June 11, 2023
Tickers
CEOS
LIFE
Tags
Breaking News: Technology
Health & Science
Illumina Inc
From
CNBC.com News
The Anti-Defamation League asks U.S. companies to fight antisemitism and measure the progress
June 09, 2023
Tickers
CEOS
Tags
CEOs
Personnel
Judaism
From
CNBC.com News
Former Yahoo CEO Marissa Mayer bets on digital problem that Apple iOS 17 is focused on, too
June 07, 2023
Tickers
CEOS
Tags
Leadership Insights
CEOs
Leadership
From
CNBC.com News
Apple's entry into VR with its new headset is a 'watershed moment,' say top industry execs
June 06, 2023
Tickers
CEO
CEOS
Tags
Hardware
Breaking News: Markets
Software
From
CNBC.com News
The top stress for workers is finances, and it's spreading to $100,000 jobs
June 04, 2023
Tickers
CEOS
Tags
CEOs
Personnel
Truist Financial Corp
From
CNBC.com News
Damar Hamlin on how he made the decision to play football in the NFL again
May 30, 2023
Tickers
CEOS
Tags
Health care industry
NFL football
Health & Science
From
CNBC.com News
'I'm not sure history has ever seen this before': Top CEOs on what they expect next from the economy
May 24, 2023
Tickers
CEOS
Tags
XPO Logistics Inc
U/S/ Economy
World economy
From
CNBC.com News
In Disney-DeSantis fight, former AG Bill Barr backs Florida governor
May 24, 2023
Tickers
CEOS
Tags
CEOs
Walt Disney Co
Leadership Insights
From
CNBC.com News
Nike CEO John Donahoe says disengaging from China would be 'disastrous' amid rising geopolitical tensions
May 23, 2023
Tickers
CEOS
Tags
Leadership Insights
CEOs
Retail
From
CNBC.com News
Nike CEO John Donahoe says brands need to stand by their values amid DeSantis, Disney feud
May 23, 2023
Tickers
CEOS
Tags
Nike Inc
Leadership Insights
Walt Disney Co
From
CNBC.com News
Post-Covid, post-bankruptcy Hertz is all-in on electric, with big implications for the EV, auto and rideshare market
May 14, 2023
Tickers
CEOS
Tags
Leadership Insights
BP PLC
Electric vehicles
From
CNBC.com News
Chipotle, Papa John's link ESG goals to bonus compensation, and pay practice is moving below the C-suite level
May 14, 2023
Tickers
CEOS
Tags
Restaurants
Mastercard Inc
Sustainable development
From
CNBC.com News
CEOs thought the return to office debate was over. It looks like they were wrong
May 13, 2023
Tickers
CEO
CEOS
JOBS
Tags
Leadership Insights
Commercial Real Estate
Telecommuting
From
CNBC.com News
Class of 2023 college grads are confident about finding a job, despite layoffs and a slowing economy
May 11, 2023
Tickers
CEOS
JOBS
Tags
Employment
Career advice
Monster Beverage Corp
From
CNBC.com News
Why Warren Buffett is so keen on Japan's versions of Berkshire Hathaway
May 05, 2023
Tickers
CEOS
Tags
Mitsui & Co Ltd
Itochu Corp
Sumitomo Corp
From
CNBC.com News
What Home Depot's billion-dollar pay raise may help prove about workers
April 30, 2023
Tickers
CEOS
Tags
Homefurnishing Retail
Breaking News: Business
Workplace culture
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
12
13
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.