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/investing/and/transactions
Recent news which mentions fox/business/investing/and/transactions
< Previous
1
2
...
4
5
6
7
8
9
10
11
Next >
ETF industry could grow to $15T in next 5 years
March 20, 2023
Tags
fox/business/markets/funds/etfs
e81713f3/0e00/5689/af5e/50f9d50a2902
fox/business/markets/stocks
From
FOX Business
Tips regarding ETFs for senior investors
March 20, 2023
Tags
fox/business/markets/etfs
fox/business/markets/wall/street
article
From
FOX Business
Tips regarding ETFs for senior investors
March 20, 2023
Tags
Fox Business
article
fox/business/markets/etfs
From
FOX Business
SVB collapse: Venture capitalist points to ‘silver lining’ in fallout
March 20, 2023
Tags
article
fox/business/business/leaders
Fox Business
From
FOX Business
Top bond ETFs for 2023
March 19, 2023
Tags
Fox Business
article
fox/business/markets/etfs
From
FOX Business
Big week for money market funds amidst financial turmoil
March 17, 2023
Tags
fox/business/topic/coronavirus
fox/business/markets
fox/business/markets/stocks
From
FOX Business
Peter Thiel says he had $50M in Silicon Valley Bank when it shut down
March 16, 2023
Tags
fox/business/topic/banking
fox/business/markets
5a631ea1/45b9/5eb3/aba1/33f022847982
From
FOX Business
Moody's downgrades U.S. banking system's outlook to negative citing bank runs
March 14, 2023
Tags
fox/business/investing/and/transactions
fbn
fox/business/markets
From
FOX Business
Little Spoon CEO says company 'dodged a bullet, discusses what SVB collapse could mean for startups
March 13, 2023
Tags
d1853dab/7a1a/5bb7/adfc/b3e2ac0c1f7c
article
Fox Business
From
FOX Business
Silicon Valley Bank collapse rocks start-up community
March 13, 2023
Tags
fox/business/topic/banking
fox/business/markets
fbn
From
FOX Business
Activist investor Icahn launches proxy fight at Illumina
March 13, 2023
Tags
fox/business/investing/and/transactions
fbn
fox/business/markets
From
FOX Business
Silicon Valley Bank had more red flags than a CCP meeting but regulators cared about climate not bank risks
March 13, 2023
Tags
0ef1c194/53e7/524a/b45f/23b5af2fd713
fox/business/tech
fox/business/markets
From
FOX Business
Tech CEO with millions in Silicon Valley Bank: 'Innovation in the startup world is bleeding today'
March 10, 2023
Tags
fox/business/technology
91afa4e0/3d61/5c89/906b/1b17b48b1981
fox/business/business/leaders/innovation
From
FOX Business
Apple investor day, Powell testimony, jobs report top week ahead
March 05, 2023
Tickers
DKS
Tags
fox/business/economic/indicators
fox/business/markets
fox/business/investing/and/transactions
From
FOX Business
Salesforce profit outlook buoys software maker against activist investors
March 02, 2023
Tags
fox/business/markets
fox/business/investing/and/transactions
fbn
From
FOX Business
Sen. Ted Cruz explains how your 401(k) may be politicized
March 02, 2023
Tags
7d5c9852/fa13/5fbb/bc9d/b912acc825da
fox/business/money/retire
fox/business/investing/and/transactions
From
FOX Business
Biden admin tells companies seeking CHIPS funding to avoid stock buybacks, provide child care plans
February 28, 2023
Tags
fox/news/fox/news/us/fox/news/environment/fox/news/regulation
fox/business/politics
Fox Business
From
FOX Business
Altria in talks to buy vaping startup NJOY for at least $2.75 billion, divest its stake in Juul
February 27, 2023
Tags
fbn
fox/business/investing/and/transactions
fox/business/markets
From
FOX Business
Pfizer in talks to acquire Seagen in deal likely valued at more than $30B
February 27, 2023
Tags
fox/business/investing/and/transactions
fbn
5e54b1df/af0a/507d/80fc/c6cf4554ba41
From
FOX Business
Warren Buffett slams critics of stock buybacks after Democrats' scrutiny: 'Economic illiterate'
February 26, 2023
Tags
fox/business/markets/economy
3547483b/5cd5/5dd3/a6cd/baf025cecbf5
fox/business/markets/stocks
From
FOX Business
Warren Buffett delivers clear inflation warning, slams 'disgusting' money manager behavior in annual letter
February 25, 2023
Tags
Fox Business
fox/business/investing/and/transactions/berkshire/hathaway
fox/business/business/leaders
From
FOX Business
Venture fundraising hits nine-year low
February 20, 2023
Tags
Fox Business
article
fbn
From
FOX Business
Walmart, eBay earnings, Fed minutes and Russia’s Ukraine invasion first anniversary top week ahead
February 19, 2023
Tags
fox/business/markets/economy
d4594509/a26d/5bb7/93d1/b699887c3ffb
fox/business/markets
From
FOX Business
Retirees lost 10% of their savings in 2022, survey says
February 14, 2023
Tags
fox/business/money/savings
fox/business/money/retire
fbn
From
FOX Business
Disney proxy fight over for Iger, Nelson Peltz claims victory
February 09, 2023
Tags
04f951dd/7df2/5f12/9d62/f11f61947d81
fox/business/organization/disney
fbn
From
FOX Business
What factors should drive your ETF investment directives for 2023?
February 06, 2023
Tags
Fox Business
fox/business/markets/etfs
fox/business/markets/wall/street
From
FOX Business
ETFs and your portfolio: Experts weigh in on what percentage to own
February 03, 2023
Tags
Erica Lamberg
fox/business/markets/etfs
fox/business/investing/and/transactions/investing/basics
From
FOX Business
JPMorgan Asset Management adds $500M of southern timberland
February 01, 2023
Tags
fox/business/industrials
fox/news/fox/news/us/fox/news/environment/fox/news/carbon/trading
article
From
FOX Business
Cryptoverse: Big investors edge back to bitcoin
January 31, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Reuters
fox/business/markets
fbn
From
FOX Business
S&P’s SPY ETF, born from 1987 crash, hits monster status
January 27, 2023
Tags
article
fox/business/markets/etfs
Suzanne O'Halloran
From
FOX Business
< Previous
1
2
...
4
5
6
7
8
9
10
11
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.