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
...
26
27
28
29
30
31
32
33
Next >
Here's the inflation breakdown for September 2024 — in one chart
October 10, 2024
Tags
Consumer Staples
Consumer prices
Personal Finance
From
CNBC.com News
7-Eleven's parent company cuts full-year earnings forecast, presses ahead with restructuring
October 10, 2024
Tags
Retail
Asia Markets
Companies
From
CNBC.com News
Ripple launches crypto storage services for banks in bid to diversify
October 10, 2024
Tags
Finance
Technology
Breaking News: Technology
From
CNBC.com News
Life spans are growing but 'health spans' are shrinking. What that means for your money
October 09, 2024
Tags
Finance
Personal finance
Personal Finance
From
CNBC.com News
Bestselling Book from Jerry Mark Fish Reveals Success Philosophy for Navigating Personal and Professional Challenges in Uncertain Times
October 09, 2024
Tickers
NEWS
Tags
Books & Literature
Finance
Business
From
Authority Press WireNews – Authority Press Wire
HSBC exec says there's a lot of AI 'success theater' happening in finance
October 09, 2024
Tags
Banks
Microsoft Corp
FinTech
From
CNBC.com News
China's Golden Week holiday signals persistent consumer caution
October 09, 2024
Tags
Market Insider
China Politics
stocks
From
CNBC.com News
Baidu's robotaxi unit is exploring expansion into global markets in the 'near future'
October 08, 2024
Tags
stocks
Markets
China Politics
From
CNBC.com News
China state planner lays out further actions to boost economy but no new plans for major stimulus
October 07, 2024
Tags
China Politics
stocks
Markets
From
CNBC.com News
Crypto relationship scams pose 'catastrophic harm,' SEC official says. Here's how to avoid them
October 07, 2024
Tags
Investment Fraud
Personal Finance
Crypto
From
CNBC.com News
Tensions rise between banks and tech companies over online fraud liability in the UK
October 07, 2024
Tags
Meta Platforms Inc
Breaking News: Technology
Technology
From
CNBC.com News
Fed rate cuts should favor preferred stocks, Virtus money manager says
October 05, 2024
Tags
Investment strategy
Energy industry
ETF Edge
From
CNBC.com News
Digital bank Revolut slams Meta over approach to scams, says tech giant should compensate victims
October 03, 2024
Tags
NatWest Group PLC
Banks
Finance
From
CNBC.com News
Klarna CEO says a European tech brain drain is ‘number one risk’ for company ahead of IPO
October 03, 2024
Tickers
JOBS
Tags
Europe News
Affirm Holdings Inc
Apple Inc
From
CNBC.com News
China stock ETFs rip higher even as mainland stock markets close for holiday
October 02, 2024
Tags
U/S/ Markets
Investing
Wall Street
From
CNBC.com News
Goldman-backed Starling Bank hit with $38.5 million fine for financial crime prevention failures
October 02, 2024
Tags
Finance
FinTech
Internet
From
CNBC.com News
Facebook owner Meta forms data-sharing pact with UK banks to counter scams
October 02, 2024
Tags
Banks
Meta Platforms Inc
Technology
From
CNBC.com News
With Hurricane Helene disrupting travel, here’s what fliers need to know
October 01, 2024
Tags
Natural disasters
Weather
Personal finance
From
CNBC.com News
Mastercard to buy Swedish startup that makes it easier to manage and cancel subscription plans
October 01, 2024
Tags
Mastercard Inc
Breaking News: Markets
Breaking News: Technology
From
CNBC.com News
Charles Schwab CEO Walt Bettinger to retire at end of 2024, Rick Wurster to replace him
October 01, 2024
Tags
Markets
Charles Schwab Corp
Breaking News: Markets
From
CNBC.com News
London-based Robinhood rival Freetrade buys UK arm of Australian investing platform Stake
October 01, 2024
Tags
Finance
Europe Markets
Technology
From
CNBC.com News
Robinhood launches crypto transfers in Europe as it pushes overseas expansion
October 01, 2024
Tags
Finance
Internet
Technology
From
CNBC.com News
China's stock surge has echoes of the 2015 bubble. What's different this time
October 01, 2024
Tags
Finance
Stock markets
China Economy
From
CNBC.com News
States forge ahead with Inflation Reduction Act energy rebates — so far, South Dakota is the only one to opt out
September 30, 2024
Tags
Greenhouse effect
Climate
Environment
From
CNBC.com News
China stocks just had their best day in 16 years, sending related U.S. ETFs soaring
September 30, 2024
Tags
Market Insider
Bilibili Inc
Alibaba Group Holding Ltd
From
CNBC.com News
'No challenges can stop China's progress' Xi Jinping says in 75th anniversary speech
September 30, 2024
Tags
Market Insider
stocks
China Politics
From
CNBC.com News
Treasurys on the blockchain: How a new deal could reshape the ETF industry
September 28, 2024
Tags
Exchange/traded funds
Treasury bills
Wall Street
From
CNBC.com News
Why JPMorgan Chase is prepared to sue the U.S. government over Zelle scams
September 27, 2024
Tags
Wells Fargo & Co
Breaking News: Markets
Business
From
CNBC.com News
China optimism is surging. Why some investors are cautious
September 27, 2024
Tags
stocks
China Politics
Markets
From
CNBC.com News
OpenAI CFO tells investors funding round should close by next week despite executive departures
September 26, 2024
Tags
AI / Artificial Intelligence
Block Inc
Breaking news
From
CNBC.com News
< Previous
1
2
...
26
27
28
29
30
31
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.