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 >
Latinas contributed $1.3 trillion to U.S. economy, new report says. That number could be even bigger
September 17, 2024
Tags
US: News
Breaking News: Economy
Diversity & Equality
From
CNBC.com News
FDIC unveils rule forcing banks to keep fintech customer data in aftermath of Synapse debacle
September 17, 2024
Tags
Banks
Investing
Finance
From
CNBC.com News
This is the 'billion-dollar blind spot' of 401(k)-to-IRA rollovers, Vanguard finds
September 16, 2024
Tags
Roth IRA
IRA
Individual retirement accounts
From
CNBC.com News
China's local government debt problems are a hidden drag on economic growth
September 15, 2024
Tags
Finance
China Economy
Stock markets
From
CNBC.com News
China’s retail sales and industrial data miss expectations in August
September 13, 2024
Tags
Market Insider
stocks
Markets
From
CNBC.com News
Stocks often drop in September — but many investors shouldn’t care
September 13, 2024
Tags
stocks
Markets
Investing
From
CNBC.com News
Hedge fund billionaire and Trump donor John Paulson says market would 'crash' under Harris tax plans
September 13, 2024
Tags
Investing
Government and politics
U/S/ Markets
From
CNBC.com News
Harris' rise in polls sparks wave of wealth transfers to kids
September 13, 2024
Tags
Tax planning
Breaking News: Politics
Social issues
From
CNBC.com News
China's plan to boost consumption by encouraging trade-ins has yet to show results
September 12, 2024
Tags
Market Insider
AiHuiShou International Co Ltd
China Politics
From
CNBC.com News
Stocks making the biggest moves after hours: Adobe, RH, Oracle and more
September 12, 2024
Tickers
RH
Tags
Business
Breaking News: Markets
Stock markets
From
CNBC.com News
Diversified Industrial Acquisition Agreement, Plus Major Contract Award for Large Fleet Trucking Provider: MingZhu Logistics: Stock Symbol: YGMZ
September 12, 2024
Tags
Finance
Media
Financial
From
PRLog
Here's the deflation breakdown for August 2024 — in one chart
September 12, 2024
Tags
Economy
Finance
Inflation
From
CNBC.com News
Ajit Jain, Buffett's insurance leader for nearly 40 years, dumps more than half of Berkshire stake
September 12, 2024
Tags
Asia Markets
Finance
Wall Street
From
CNBC.com News
Dutch neobank Bunq goes on hiring spree with a focus on 'digital nomads'
September 12, 2024
Tags
Banks
PayPal Holdings Inc
Internet
From
CNBC.com News
Using ETFs to capture momentum during the market's wild swings
September 11, 2024
Tags
Coca/Cola Co
Wall Street
Finance
From
CNBC.com News
Berkshire unloads another chunk of Bank of America as CEO Moynihan lauds Buffett as great shareholder
September 11, 2024
Tags
Breaking News: Markets
Stock markets
Breaking News: Investing
From
CNBC.com News
Here's why September and October are historically weak for stocks
September 11, 2024
Tags
Trader Talk
U/S/ Markets
Markets
From
CNBC.com News
China's AI models lag their U.S. counterparts by 6 to 9 months, says former head of Google China
September 11, 2024
Tags
Technology
Breaking News: Technology
China Markets
From
CNBC.com News
JPMorgan Chase shares drop nearly 7% after bank tempers guidance on net interest income
September 10, 2024
Tags
Investment strategy
Finance
Breaking News: Investing
From
CNBC.com News
It's not always 'a sexy thing' to be a millionaire, former NFL linebacker Brandon Copeland says. Here's why
September 10, 2024
Tags
Investing
Retirement planning
National Football League
From
CNBC.com News
Federal Reserve unveils toned-down banking regulation in victory for Wall Street
September 10, 2024
Tags
Investment strategy
Finance
Breaking News: Investing
From
CNBC.com News
Britain does a bad job at keeping globally relevant tech firms, former Arm CEO says
September 10, 2024
Tags
Europe News
Mergers and acquisitions
Internet
From
CNBC.com News
Goldman Sachs to post $400 million hit to third-quarter results as it unwinds consumer business
September 09, 2024
Tags
Breaking News: Markets
Goldman Sachs Group Inc
Finance
From
CNBC.com News
Huawei's tri-fold phone gets 2.7 million pre-orders ahead of Apple's iPhone 16 launch
September 08, 2024
Tags
Technology
China Markets
Breaking News: Technology
From
CNBC.com News
China's consumer price index climbs 0.6% in August, missing expectations
September 08, 2024
Tags
China Markets
China Economy
Stock markets
From
CNBC.com News
Why the father of 'life planning' says you're managing money the wrong way
September 08, 2024
Tags
Retirement
Retirement planning
Finance
From
CNBC.com News
ETFs are on pace to break record annual inflows, but this wild card could change it all
September 07, 2024
Tags
Wall Street
Treasury bills
Finance
From
CNBC.com News
U.S. job market slows, but it's not yet a 'three-alarm fire,' economist says
September 06, 2024
Tickers
JOBS
Tags
Personal Finance
Economy
Finance
From
CNBC.com News
China should focus on fighting deflationary pressure, former central bank governor says
September 06, 2024
Tags
China Politics
stocks
Markets
From
CNBC.com News
7-Eleven's parent company rejects takeover proposal, says offer 'grossly undervalues' company
September 06, 2024
Tags
Asia News
Asia: Business
Alimentation Couche/Tard Inc
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.