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 fox/business/events/world/economic/forum
Recent news which mentions fox/business/events/world/economic/forum
World Economic Forum founder Klaus Schwab steps down from globalist body's board
April 21, 2025
Tags
article
68ceffce/aa1c/5d2b/a365/c01b61c01cbf
fox/business/business/leaders
From
FOX Business
Canada ready for Trump tariff fight as country's leaders threaten retaliation: 'dollar-for-dollar'
January 25, 2025
Tags
fox/news/fox/news/travel/fox/news/regions/fox/news/north/america
Fox Business
fox/news/fox/news/world/fox/news/global/economy
From
FOX Business
Trump outlines tax cut plans, tells World Economic Forum 'make your product in America'
January 23, 2025
Tags
fox/business/events/world/economic/forum
fox/business/person/donald/trump
fbn
From
FOX Business
World leaders debate global carbon tax at World Economic Forum
January 21, 2024
Tags
fox/news/fox/news/us/fox/news/environment/fox/news/carbon/emissions
fox/business/politics
fbn
From
FOX Business
AI will create long-term ‘job disruptions,’ CEO of Big Four firm says
January 21, 2024
Tags
fox/business/technology
fox/business/tech
c53bafae/9640/53c6/83f0/bd04cb547aee
From
FOX Business
Chevron CEO says Houthi attacks in Red Sea pose 'very real' risks to oil flows and prices
January 17, 2024
Tickers
CVX
Tags
fox/news/fox/news/world/fox/news/global/economy/fox/news/trade
article
Fox Business
From
FOX Business
World Economic Forum for 2024 in Davos kicks off
January 15, 2024
Tags
article
fox/business/politics
Fox Business
From
FOX Business
Davos Highlights: Intel CEO, Larry Summers, Dan Yergin and Sen. Manchin
January 21, 2023
Tags
fox/business/business/leaders
da2e2576/9b8a/55a6/aca0/b4cdaa25f6f7
fox/news/fox/news/world/fox/news/global/economy
From
FOX Business
Larry Summers warns the Fed risks 1970s-style crisis if it pauses inflation fight
January 20, 2023
Tags
fox/business/politics/the/fed
fox/news/fox/news/us/fox/news/economy/inflation
article
From
FOX Business
Energy expert urges US independence, says security must be ‘back on the agenda’
January 20, 2023
Tags
54f536e5/aa92/541b/b078/076f206fd583
fox/business/shows/mornings/with/maria
article
From
FOX Business
For CEOs at Davos, efficient, profitable operations take center stage
January 19, 2023
Tags
fox/business/business/leaders
article
fox/business/topic/recession
From
FOX Business
Home Depot co-founder warns the ‘woke generation’ is ignoring the economy’s ‘bottom line’
January 19, 2023
Tags
fox/business/politics
fox/business/organization/home/depot
fbn
From
FOX Business
Bank of America's Brian Moynihan warns against 'wealth effect' that could feel like 2007-08
January 19, 2023
Tags
fox/business/shows/mornings/with/maria
article
Kristen Altus
From
FOX Business
Larry Summers says he’s ‘still cautious’ but has a ‘little bit more hope’ about economy
January 18, 2023
Tags
fox/news/fox/news/us/fox/news/economy/inflation
fox/business/topic/recession
article
From
FOX Business
Elon Musk hasn't been invited to World Economic Forum in years, organizers claim
January 18, 2023
Tags
fox/business/business/leaders
fox/business/politics
article
From
FOX Business
Global economy heading into 'eye of Category 5 hurricane,’ UN secretary-general warns
January 18, 2023
Tags
fox/business/shows/mornings/with/maria
article
c0983b1e/efb8/5b68/8743/0babadd6a628
From
FOX Business
Sen. Joe Manchin apologizes after trashing 'open press system' on Davos panel
January 18, 2023
Tags
fox/business/shows/mornings/with/maria
article
Kristen Altus
From
FOX Business
China says economy to return to faster growth as Covid isolation ends
January 17, 2023
Tags
fbn
fox/news/fox/news/world/fox/news/global/economy
The Wall Street Journal
From
FOX Business
Illinois governor to World Economic Forum: U.S. inflation won't hit target 'for a very long time'
January 17, 2023
Tags
Breck Dumas
FOXBusiness
fbn
From
FOX Business
US hit 'turning point' with China: Intel CEO
January 17, 2023
Tags
Madeline Coggins
ad6adc6d/c5c1/59a7/ac28/c656f0061c71
fox/business/events/world/economic/forum
From
FOX Business
Global recession likely, say 63% of chief economists in WEF survey
January 16, 2023
Tags
fox/business/markets/economy
fox/business/economy
fox/business/events/world/economic/forum
From
FOX Business
Davos 2023: Economic woes, war, climate change on tap
January 16, 2023
Tags
Associated Press
fox/business/markets/economy
fox/business/economy
From
FOX Business
Davos 2023: Climate activists protest the presence of oil giants at World Economic Forum
January 15, 2023
Tags
fox/business/industries/energy
fox/business/markets/oil
fox/business/politics/climate/change
From
FOX Business
US debt limit, Netflix, Goldman earnings and Davos top week ahead
January 15, 2023
Tags
fox/business/markets
fbn
FOXBusiness
From
FOX Business
Davos 2023: Bigwigs return to Swiss mountains amid economic crunch
January 11, 2023
Tags
article
fox/business/topic/recession
fox/business/markets/europe
From
FOX Business
Biggest takeaways from Davos, World Economic Forum
May 28, 2022
Tags
efe1ea47/2d89/5a95/a296/179ccd5a07e9
fox/business/economy
fox/business/events/world/economic/forum
From
FOX Business
UAE Minister of Economy: Davos 'key point' is building 'more resilient' world economy
May 27, 2022
Tags
article
fox/business/shows/mornings/with/maria
fox/news/fox/news/us/fox/news/economy/inflation
From
FOX Business
Supply chain crisis creating challenges throughout ‘foreseeable future’: Tech CEO
May 25, 2022
Tags
article
fox/business/shows/mornings/with/maria
4f478ad3/d20d/5afe/816a/f19a259985f4
From
FOX Business
3 looming crises facing global economies: Eurasia Group president
May 25, 2022
Tags
0d53f6a6/ad43/5d7a/aa5d/9c7f42c32324
article
fox/business/shows/mornings/with/maria
From
FOX Business
Economic slowdown is a ‘6-month issue,' EY Global chairman and CEO says
May 25, 2022
Tags
fox/business/markets
FOXBusiness
fbn
From
FOX Business
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.