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
...
22
23
24
25
26
27
28
29
30
...
32
33
Next >
SAP boss warns against regulating AI, says Europe risks falling behind U.S., China
October 22, 2024
Tags
AI / Artificial Intelligence
Earnings
SAP AG
From
CNBC.com News
More startups are being spun out of Klarna than any other European fintech unicorn
October 22, 2024
Tags
Europe Economy
Finance
Breaking News: Technology
From
CNBC.com News
Why abortion access is a personal finance issue, says demographer who studies the effects of unwanted pregnancy
October 21, 2024
Tags
Abortion clinics
Elections
Personal finance
From
CNBC.com News
Robinhood rolls out high-risk margin trading in the UK after getting regulator nod
October 21, 2024
Tags
Morgan Stanley
JPMorgan Chase & Co
Robinhood Markets Inc
From
CNBC.com News
Why I paid $95 to recycle a mattress — and you might, too
October 20, 2024
Tags
Retail
Home Furnishings
Personal finance
From
CNBC.com News
Why a stock picking approach to small caps may boost performance right now
October 19, 2024
Tags
Personal investing
stocks
Markets
From
CNBC.com News
After rejecting Google takeover, cyber firm Wiz says it will IPO 'when the stars align'
October 18, 2024
Tags
Cybersecurity
Venture Capital
Deals & IPOs
From
CNBC.com News
Lifesaving Portable, AI Augmented Cardiac Monitoring Technology Poised for Commercial Launch Under New Industry Leader: Heartbeam: Stock Symbol: BEAT
October 17, 2024
Tags
Yahoo Finance
Santa Clara
Stocks
From
PRLog
Significant Leaps Redefining Digital Commerce Connecting Merchants & Shoppers Rewarding Customers with Instant Cash Rebates (Stock Symbol: STBX)
October 17, 2024
Tags
Finance
Financial
Stock Market
From
PRLog
Why 401(k) plans are the 'final frontier' for exchange-traded funds
October 17, 2024
Tags
Savings
Retirement planning
Personal saving
From
CNBC.com News
Robinhood launches platform to go after bigger, more active traders
October 17, 2024
Tags
Breaking News: Markets
Robinhood Markets Inc
Business News
From
CNBC.com News
Powerful Leadership Transition to Optimize Highly Promising AI Platform RenovaroCube for Multi-Cancer Early Detection & Monitoring: Stock Symbol: RENB
October 16, 2024
Tags
Press Release
California
Social Media
From
PRLog
Here's why the U.S. retirement system isn't among the world's best
October 16, 2024
Tags
Retirement
Personnel
Personal finance
From
CNBC.com News
Morgan Stanley is about to report earnings — here's what to expect
October 16, 2024
Tags
JPMorgan Chase & Co
Business News
Wall Street
From
CNBC.com News
Alibaba's international arm says its new AI translation tool beats Google and ChatGPT
October 15, 2024
Tags
Technology
China Markets
Stock markets
From
CNBC.com News
Bank of America is set to report third-quarter earnings — here's what the Street expects
October 15, 2024
Tags
Bank of America Corp
Investing
Banks
From
CNBC.com News
Goldman Sachs to report third-quarter earnings
October 15, 2024
Tags
Morgan Stanley
Bank of America Corp
Banks
From
CNBC.com News
Warren Buffett's Berkshire Hathaway hikes its SiriusXM stake to 32% after Liberty deal
October 14, 2024
Tags
stocks
Markets
Berkshire Hathaway Inc
From
CNBC.com News
Pro-Palestine protestors cause disturbance outside the New York Stock Exchange
October 14, 2024
Tags
Breaking News: Markets
Stock markets
Breaking News: Investing
From
CNBC.com News
China's exports and imports grew far less than expected in September
October 14, 2024
Tags
Market Insider
Markets
stocks
From
CNBC.com News
China's Ministry of Finance is taking aim at local debt problems before tackling broader economic challenges
October 14, 2024
Tags
China Markets
China Economy
Stock markets
From
CNBC.com News
Trump or Harris? Here are the 2024 stakes for airlines, banks, EVs, health care and more
October 13, 2024
Tags
Data laws and regulation
Privacy laws and regulation
Finance
From
CNBC.com News
Hyper-local vs. hyper-focused: Two China ETFs go on different paths
October 12, 2024
Tags
JD/Com Inc
Finance
NetEase Inc
From
CNBC.com News
Chinese finance minister set to deliver highly anticipated briefing on stimulus
October 11, 2024
Tags
Finance
China Economy
Stock markets
From
CNBC.com News
Here’s the deflation breakdown for September 2024 — in one chart
October 11, 2024
Tags
Personal Finance
Consumer Price Index
Personal finance
From
CNBC.com News
Jamie Dimon says geopolitical risks are surging: 'Conditions are treacherous and getting worse'
October 11, 2024
Tags
Investment strategy
Politics
Breaking News: Investing
From
CNBC.com News
Wells Fargo posts lower earnings and revenue amid an 11% decline in net interest income
October 11, 2024
Tags
stocks
Markets
Breaking News: Business
From
CNBC.com News
JPMorgan Chase is set to report third-quarter earnings – here's what the Street expects
October 11, 2024
Tags
Breaking News: Markets
Wells Fargo & Co
Goldman Sachs Group Inc
From
CNBC.com News
Berkshire slashes Bank of America stake to under 10%, no longer required to disclose frequently
October 10, 2024
Tags
Asia Markets
Finance
Wall Street
From
CNBC.com News
The Fed is finally cutting rates, but banks aren't in the clear just yet
October 10, 2024
Tags
Investing
Banks
Bank of America Corp
From
CNBC.com News
< Previous
1
2
...
22
23
24
25
26
27
28
29
30
...
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.