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 finance
Recent news which mentions finance
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
32
33
Next >
SoFi CEO says fintech bank is bringing back crypto investing
April 29, 2025
Tags
Finance
Breaking News: Markets
Venture Capital
From
CNBC.com News
Wealthy consumers upped their spending last quarter, while the rest of America is cutting back
April 28, 2025
Tags
Investing
TJX Companies Inc
Bread Financial Holdings Inc
From
CNBC.com News
New Book by Thomas Kelsey Titled Boots, Suits, and Startups on Amazon Flash Sale
April 28, 2025
Tickers
NEWS
Tags
Fitness
Law & Legal
Education
From
Authority Press WireNews – Authority Press Wire
Trump’s first 100 days are the worst for the stock market since Nixon
April 28, 2025
Tags
Markets
Stock markets
stocks
From
CNBC.com News
Chinese factories are stopping production and looking for new markets as U.S. tariffs hit
April 27, 2025
Tags
Markets
China Politics
China Economy
From
CNBC.com News
Experts Say New Tariffs Could Spark Higher Prices and Shortages Within Weeks
April 27, 2025
Tickers
NEWS
Tags
Top Stories
News
Economy
From
Benzinga
Warren Buffett's top stock picks and Berkshire Hathaway come with 15% income bonus in this new fund
April 26, 2025
Tags
Markets
Verisign Inc
Wall Street
From
CNBC.com News
Unrealistic to shift all U.S. iPhone assembly to India, Apple bear Craig Moffett writes to clients
April 26, 2025
Tags
Markets
Wireless technology
Investing
From
CNBC.com News
More Americans are financing groceries with buy now, pay later loans — and more are paying those bills late, survey says
April 26, 2025
Tags
Economy
Finance
Breaking News: Economy
From
CNBC.com News
Trump tariffs will hurt lower income Americans more than the rich, study says
April 25, 2025
Tags
Finance
Personal finance
Trade
From
CNBC.com News
Factor This finance and development roundup: Atlas Renewable Energy, Exowatt, Lightshift Energy, Omnidian, OnePlanet, Standard Solar, Trina Storage
April 25, 2025
Tickers
NEWS
Tags
FridayRoundup
DTECH Data Centers
Renewables
From
Geothermal Energy RSS Feed
Factor This finance and development roundup: Atlas Renewable Energy, Exowatt, Lightshift Energy, Omnidian, OnePlanet, Standard Solar, Trina Storage
April 25, 2025
Tickers
NEWS
Tags
Renewables
DTECH Data Centers
Project Development
From
Green Power RSS Feed
T. Rowe Price sees this established strategy as way to ride out market volatility
April 25, 2025
Tags
Microsoft Corp
Roper Technologies Inc
Finance
From
CNBC.com News
China pledges to ramp up targeted support for businesses as U.S. trade war hits
April 25, 2025
Tags
China Politics
China Economy
stocks
From
CNBC.com News
China says no talks with the U.S. on trade, calls for canceling 'unilateral' tariffs
April 24, 2025
Tags
China Economy
China Politics
Markets
From
CNBC.com News
British fintech Revolut tops $1 billion in profit as revenue jumps 72%
April 24, 2025
Tags
Europe Markets
Finance
Breaking News: Technology
From
CNBC.com News
Citadel's Ken Griffin warns Trump about tarnishing the 'brand' of U.S. Treasurys
April 23, 2025
Tags
Breaking News: Business
Stock markets
stocks
From
CNBC.com News
Cool solar tech: Who’s ready for AI-powered construction robots and quantum dots?
April 23, 2025
Tickers
NEWS
Tags
Solar
Renewables
DTECH Data Centers
From
Geothermal Energy RSS Feed
Cool solar tech: Who’s ready for AI-powered construction robots and quantum dots?
April 23, 2025
Tickers
NEWS
Tags
Renewables
News
DTECH Data Centers
From
Green Power RSS Feed
Credit a 'short squeeze' for the stock market's big two-day bounce
April 23, 2025
Tags
Breaking News: Markets
U/S/ Markets
Finance
From
CNBC.com News
Wall Street's iconic charging bull statue vandalized by climate activists wielding neon green paint
April 22, 2025
Tags
stocks
Breaking News: Business
Stock markets
From
CNBC.com News
About half of Americans have a negative view on Tesla and Elon Musk, CNBC survey finds
April 22, 2025
Tags
All/America Economic Survey
Breaking News: Markets
U/S/ Markets
From
CNBC.com News
Chicago Fed's Goolsbee says Fed independence is 'critically important' for its inflation fight
April 21, 2025
Tags
Wall Street
Markets
Investing
From
CNBC.com News
China vows retaliation against countries that follow U.S. calls to isolate Beijing
April 20, 2025
Tags
China Politics
China Economy
stocks
From
CNBC.com News
This fund is designed to help investors withstand wild market swings
April 19, 2025
Tags
Economy
Utilities
U/S/ Markets
From
CNBC.com News
Factor This Friday finance and development roundup: Caban, Catalyze, Chroma, Enlight, Spearmint, Strata, Summit Ridge
April 18, 2025
Tickers
NEWS
Tags
Business
Finance
News
From
Geothermal Energy RSS Feed
Factor This Friday finance and development roundup: Caban, Catalyze, Chroma, Enlight, Spearmint, Strata, Summit Ridge
April 18, 2025
Tickers
NEWS
Tags
Renewables
Project Development
FridayRoundup
From
Green Power RSS Feed
Capital One and Discover merger approved by Federal Reserve Board
April 18, 2025
Tags
Finance
Deals & IPOs
Banks
From
CNBC.com News
Where 'Made in China 2025' missed the mark
April 17, 2025
Tags
Stock markets
stocks
NVIDIA Corp
From
CNBC.com News
Should investors dump U.S. stocks for international equities? Here's what experts are saying
April 17, 2025
Tags
Stock markets
stocks
Personal Finance
From
CNBC.com News
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
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.