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 contributors
Recent news which mentions contributors
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
32
33
Next >
How To Trade Spy, Top Tech Stocks Using Technical Analysis
July 17, 2025
Tags
Trading Ideas
Benzinga
Signals
From
Benzinga
Illumina Stock: What Went Wrong And Why It's Best To Stay Away
July 17, 2025
Tickers
ILMN
Tags
contributors
Technicals
Expert Ideas
From
Benzinga
Natural Gas Update: Market in Balance, Risks at the Edges
July 17, 2025
Tags
Expert Ideas
Benzinga
Commodities
From
Benzinga
Fintech Prepares To Enter A New Era Of Personalized Finance
July 17, 2025
Tags
Benzinga
Market News
contributors
From
Benzinga
WuXi AppTec's Upbeat Outlook Implies Potential
July 17, 2025
Tickers
ASIA
Tags
Opinion
Market News
Equities
From
Benzinga
Yangtuo Bets On Small-town Moms Despite Declining Birth Rates
July 17, 2025
Tickers
ASIA
IPOS
Tags
Asia
Expert Ideas
IPOs
From
Benzinga
Capital Clean Energy Carriers Eyes LNG Market Leadership With High-Spec Fleet, Disciplined Chartering Strategy
July 17, 2025
Tickers
CCEC
Tags
CCEC
Expert Ideas
contributors
From
Benzinga
KLA Stock Rises 3.6% After Key Trading Signal
July 17, 2025
Tickers
KLAC
Tags
Technicals
Expert Ideas
contributors
From
Benzinga
Bank Of America Contradicts Consumer Weakness, Stock Buying On PPI, Important Semiconductor Data
July 16, 2025
Tickers
BAC
Tags
Expert Ideas
BAC
Markets
From
Benzinga
Trump's Tariffs May Hurt US More Than Germany, IMK Warns
July 16, 2025
Tags
contributors
Expert Ideas
Regulations
From
Benzinga
Tinci Materials Plans Hong Kong IPO To Court International Investors
July 16, 2025
Tickers
IPOS
Tags
Benzinga
Equities
Market News
From
Benzinga
How To Trade Nvidia And Other Top Tech Stocks Today Using Technical Analysis
July 16, 2025
Tags
Benzinga
Trading Ideas
Signals
From
Benzinga
Private Equity Investor Tian Tu Capital Eyes New Frontiers As China's Consumer Sector Stalls
July 16, 2025
Tickers
ASIA
Tags
Expert Ideas
Asia
contributors
From
Benzinga
Chewy Stock Showing Strength: A Pawsible Breakout?
July 16, 2025
Tags
Benzinga
Trading Ideas
Signals
From
Benzinga
ASML Rises 1.1% After Key Trading Signal
July 16, 2025
Tickers
ASML
Tags
Benzinga
Trading Ideas
Signals
From
Benzinga
Trump Reversal On Nvidia H20 Adding To Bullishness, Buying On CPI Data
July 15, 2025
Tickers
ECON
META
NVDA
TECH
Tags
Regulations
Expert Ideas
Markets
From
Benzinga
Is Red Star Macalline Signaling A Recovery In China's Embattled Retail Sector
July 15, 2025
Tickers
ASIA
Tags
Benzinga
Opinion
Market News
From
Benzinga
Feihe Struggles Amid China's Dairy Oversupply and Falling Birth Rates
July 15, 2025
Tickers
ASIA
Tags
contributors
Asia
Expert Ideas
From
Benzinga
Duolingo: A Profitable EdTech Play With More Room To Run
July 15, 2025
Tickers
DUOL
Tags
Expert Ideas
Long Ideas
contributors
From
Benzinga
Expert Jack Shaw Unpacks Blockchain's Potential Beyond Crypto
July 15, 2025
Tickers
TECH
Tags
Benzinga
Cryptocurrency
Opinion
From
Benzinga
Braces, Bottlenecks And The Billion-Dollar Fix
July 15, 2025
Tags
Benzinga
Market News
Opinion
From
Benzinga
Nutanix Stock Looks Bullish, But A Peak Could Be Forming
July 15, 2025
Tickers
NTNX
Tags
Expert Ideas
Technicals
contributors
From
Benzinga
China Inc. - Private Healthcare's Unclear Road, And A Surging Cosmetic Surgeon
July 15, 2025
Tickers
ASIA
SY
Tags
contributors
Health Care
Asia
From
Benzinga
Constellation Energy Rises 2.6% After Key Trading Signal
July 15, 2025
Tickers
CEG
Tags
Technicals
Expert Ideas
contributors
From
Benzinga
All-time Highs Have Been A Great Time To Buy
July 14, 2025
Tags
Equities
Market News
Opinion
From
Benzinga
Nubit's $12M Funding Should Reinforce Investor Confidence in Blockchain Storage
July 14, 2025
Tickers
TECH
Tags
contributors
Tech
General
From
Benzinga
Why Centene's 40% Drop Doesn't Necessarily Signal A Buy
July 14, 2025
Tickers
CNC
Tags
Opinion
Equities
Market News
From
Benzinga
Cirrus Aircraft's Resilience After Major Stake Sale Piques Investor Curiosity
July 14, 2025
Tags
Market News
Global
Equities
From
Benzinga
BlueFocus Eyes Hong Kong IPO Amid Dual Listings Boom
July 14, 2025
Tickers
ASIA
IPOS
Tags
Opinion
Global
Market News
From
Benzinga
How To Trade This 150% Gainer Chasing A Cure For Type 1 Diabetes
July 14, 2025
Tickers
DXCM
LLY
NVO
PODD
Tags
Equities
Market News
Opinion
From
Benzinga
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
32
33
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.