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 debt
Recent news which mentions debt
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
The Fed held interest rates steady, but some credit card APRs keep going up. Here's why
June 20, 2025
Tags
Breaking News: Investing
Personal loans
Personal finance
From
CNBC.com News
3 student loan changes in Republican bill: Getting out of debt would be 'extremely hard,' advocate says
June 18, 2025
Tags
Politics
Debt
Personal Finance
From
CNBC.com News
Fed holds interest rates steady: What that means for your credit cards, auto loans, mortgage and more
June 18, 2025
Tags
Interest Rates
Credit Cards
Personal debt
From
CNBC.com News
Senate GOP tax bill gives break on car loan interest — but not all vehicles qualify
June 18, 2025
Tags
Autos
Breaking News: Politics
Tax planning
From
CNBC.com News
Federal Reserve is likely to hold interest rates steady this week. Here's what that means for your money
June 16, 2025
Tags
Savings
Student Loans
Investing
From
CNBC.com News
How to protect financial assets amid immigration raids, deportation worries
June 16, 2025
Tags
Personal saving
Savings
Personal loans
From
CNBC.com News
Senate Republican education plan may trigger 'avalanche of student loan defaults,' expert says
June 15, 2025
Tags
Personal loans
Personal finance
Debt
From
CNBC.com News
This credit card behavior is an under-the-radar risk: 'Be very careful,' expert says
June 14, 2025
Tags
Credit Cards
Credit card services
Loans
From
CNBC.com News
What a Trump, Powell showdown means for your money
June 12, 2025
Tags
Interest Rates
Personal debt
The Fed
From
CNBC.com News
Education Department wanted Treasury to help manage student loans
June 12, 2025
Tags
Personnel
Student Loans
Personal Finance
From
CNBC.com News
Mark Cuban Backs Ro Khanna's $12 Trillion 'Progressive Deficit Reduction Plan,' Targeting Medicare Fraud And Military Spending
June 12, 2025
Tickers
GDP
NEWS
QQQ
SPY
Tags
QQQ
Ro Khanna
Doge
From
Benzinga
Elon Musk's xAI Seeks $5 Billion Via Morgan Stanley Amid Trump Rift And 2022 Twitter Debt Hangover: Report
June 10, 2025
Tickers
MS
NEWS
TECH
Tags
MS
Stories That Matter
Tech
From
Benzinga
Millions of student loan borrowers were promised an interest-free break. This woman's debt is still growing
June 09, 2025
Tags
Politics
Personal Finance
Higher education
From
CNBC.com News
Dell Rated 'Underperform' As Growth Set to Subside In 'The Second Half:' HP Deemed More Compelling By Analyst
June 06, 2025
Tickers
AI
DELL
HPQ
PC
Tags
Dave Novosel
QQQ
Laptop
From
Benzinga
Elon Musk, Mike Lee Back Warren Buffett's '5-Minute' Fix For US Deficit Crisis: 'All The Sitting Members Of Congress Are Ineligible For Re-Election' If This Happens
June 05, 2025
Tickers
GDP
QQQ
SPY
TSLA
Tags
Market News
Elon Musk
debt
From
Benzinga
On-time debt payments aren't a magic fix for your credit score, experts say. Here's why
June 04, 2025
Tags
Personal Finance
Debt
Personal loans
From
CNBC.com News
Peter Schiff Backs Musk's Furious Attack On Trump's 'Disgusting' Budget Bill, Slams GOP Hypocrisy: 'So Glad ... Hopefully Elon Can Persuade Trump To Veto It'
June 03, 2025
Tickers
NEWS
TSLA
Tags
Peter Schiff
Republicans
benzinga neuro
From
Benzinga
Social Security benefits get reprieve from student loan collections, but paychecks are still at risk
June 03, 2025
Tags
Breaking News: Politics
Social Security
Personal Finance
From
CNBC.com News
Trump administration pauses Social Security benefit cuts over defaulted student loans
June 02, 2025
Tags
Breaking news
Personal finance
Personal loans
From
CNBC.com News
Social Security checks may be smaller starting in June for some, as student loan garnishments begin
June 01, 2025
Tags
Personal loans
Social issues
Personal finance
From
CNBC.com News
3 key money moves to consider while the Fed keeps interest rates higher
May 30, 2025
Tags
Credit Cards
Interest Rates
Personal debt
From
CNBC.com News
You could be repaying student loans for 30 years under GOP plan. It's 'indentured servitude': expert
May 30, 2025
Tags
Student Loans
Breaking News: Politics
Personal finance
From
CNBC.com News
Harvard, Trump battle over international student enrollment may give some applicants a leg up, college expert says
May 28, 2025
Tags
Student Loans
Investing
Personal Finance
From
CNBC.com News
'Maycember' is almost over — here’s how to recover financially after a string of end-of-school-year activities
May 28, 2025
Tickers
LIFE
Tags
Investing
Personal saving
Savings
From
CNBC.com News
Court order challenges Trump's plan to move federal student loans to Small Business Administration
May 27, 2025
Tags
Student Loans
Politics
Debt
From
CNBC.com News
Bitcoin 'Loves' Rising Bond Yields In US And Japan? Market Commentator Thinks So
May 26, 2025
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Japan Bond Yield
Cryptocurrency
Benzinga
From
Benzinga
With college tuition bills coming due, here’s what to know before you tap your 529 plan
May 25, 2025
Tags
College Planning
Higher education
Investment strategy
From
CNBC.com News
IMF Sounds Alarm On US Debt As Trump Eyes Tax Cut Extension: Report
May 24, 2025
Tickers
NEWS
Tags
Gita Gopinath
Markets
Politics
From
Benzinga
Bitcoin's Rise A Response To Debt, Inflation Concerns, Says Anthony Pompliano: 'This Is The Best Marketing Campaign For BTC'
May 23, 2025
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
bitcoin
Bitcoin
Markets
From
Benzinga
Judge orders Trump administration to reinstate Education Department employees
May 22, 2025
Tags
Personal Finance
Politics
Debt
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
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.