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/lifestyle/and/budget
Recent news which mentions fox/business/lifestyle/and/budget
< Previous
1
2
...
5
6
7
8
9
10
11
12
Next >
Modest-income buyers being priced out of new-vehicle market
April 15, 2022
Tags
fox/business/lifestyle/and/budget
fbn
Associated Press
From
FOX Business
Best cities to celebrate Easter in 2022: report
April 13, 2022
Tags
ed3e4fdf/f31e/5a60/9a00/f4cdb342f498
Ann Schmidt
fox/business/lifestyle
From
FOX Business
Gas prices by the numbers: Key historical facts amid surging fuel costs
April 08, 2022
Tags
fbn
fox/business/lifestyle/travel
Cortney Moore
From
FOX Business
California's Disneyland may not be the happiest place on earth for cast members: Study
April 07, 2022
Tags
FOXBusiness
fbn
fox/business/lifestyle/and/budget
From
FOX Business
National Burrito Day freebies and deals for your lunch and dinner needs
April 07, 2022
Tags
31a5fecc/3c67/5c23/ac8f/b96e07871767
fox/news/fox/news/lifestyle/fox/news/recipes/fox/news/meals/fox/news/lunch
Cortney Moore
From
FOX Business
Best, worst states for working from home in 2022: report
April 07, 2022
Tags
fox/business/lifestyle
article
Ann Schmidt
From
FOX Business
PetSmart to host free Easter Photo Day for festive pet owners: 'Pets are our family'
April 06, 2022
Tags
fox/business/lifestyle/and/budget
79e9c853/a6cc/579f/803e/69668f67eeb9
FOXBusiness
From
FOX Business
Smashburger opens first restaurant with bar as fast food industry gets boozy
April 04, 2022
Tags
fbn
fox/business/lifestyle/travel
Cortney Moore
From
FOX Business
These are the healthiest US cities in 2022: Report
April 04, 2022
Tags
FOXBusiness
fbn
fox/business/lifestyle/and/budget
From
FOX Business
Fabric from dress allegedly worn when President Lincoln was assassinated up for sale
April 03, 2022
Tags
fox/business/lifestyle/rich/famous
1c5b52c1/56cd/5580/9e2c/f113216c5a42
fox/news/fox/news/style/and/beauty
From
FOX Business
Illinoisans are crossing the border to escape high gas taxes
April 01, 2022
Tags
FOXBusiness
fbn
Breck Dumas
From
FOX Business
Median home prices hit record $405K in US: report
April 01, 2022
Tags
fbn
FOXBusiness
73f8239c/59e0/5f45/91f7/16ea8a294cc1
From
FOX Business
Countries that rely on Russian tourists anticipate travel hit as war continues
March 29, 2022
Tags
article
fox/business/lifestyle
Cortney Moore
From
FOX Business
The most, least stressed US states in 2022: report
March 29, 2022
Tags
fox/business/jobs
fox/business/lifestyle/and/budget
fbn
From
FOX Business
The most innovative US states in 2022: report
March 28, 2022
Tags
fox/business/tech
fox/business/lifestyle/and/budget
f18e40e1/a156/5cc5/8783/4455165ef9b6
From
FOX Business
Largest white diamond ever going to auction has potential $30M value
March 27, 2022
Tags
fox/news/fox/news/style/and/beauty
fox/business/lifestyle
article
From
FOX Business
Miami Beach bans evening alcohol sales after spring break spirals into violence
March 24, 2022
Tags
fox/business/lifestyle/and/budget
FOXBusiness
Emmett Jones
From
FOX Business
Lululemon enters footwear business with 4-piece collection
March 21, 2022
Tags
article
fox/business/lifestyle
Cortney Moore
From
FOX Business
Ukraine, a leading surrogacy destination, is caught amid war: What to know
March 19, 2022
Tags
fox/news/fox/news/us/fox/news/personal/freedoms/fox/news/family
FOXBusiness
fox/news/fox/news/world/fox/news/conflicts/fox/news/ukraine
From
FOX Business
Best cities to celebrate St. Patrick’s Day 2022: report
March 15, 2022
Tags
Ann Schmidt
fox/business/lifestyle
8ecfc187/1447/5128/9e2f/5dec231eaeb0
From
FOX Business
Dave Ramsey on high gas prices and 6 ways to save money
March 14, 2022
Tags
fox/business/personal/finance
e86a3855/4e09/56c2/b8f3/c49659f3d12b
fox/business/lifestyle
From
FOX Business
1st retail cannabis licenses in NY will go to people with marijuana convictions: 'Social equity'
March 10, 2022
Tags
fox/business/topic/marijuana
180aec21/b64d/53d3/ae1c/b2def2342697
fbn
From
FOX Business
Pizza ice cream from Van Leeuwen to launch at Walmart exclusively
March 09, 2022
Tags
b7439d7c/e969/5aed/b44b/853aad943fb4
fox/business/lifestyle/food/drinks
fox/news/fox/news/lifestyle/fox/news/food/fox/news/shopping
From
FOX Business
Royal Caribbean debuts world's largest cruise ship as COVID-19 restrictions ease
March 07, 2022
Tags
286b1866/2b42/5933/a699/7539bab0f6d7
FOXBusiness
fbn
From
FOX Business
Chick-fil-A opens first Puerto Rico location
March 07, 2022
Tags
fox/business/the/business/of/food
fox/business/lifestyle
fox/business/organization/chick/fil/a
From
FOX Business
The most ‘sinful’ US states in 2022: report
March 07, 2022
Tags
article
fox/business/lifestyle
515c22d9/7763/597e/aa72/afd6e33eb8e5
From
FOX Business
Here are the happiest US cities in 2022: report
March 04, 2022
Tags
Ann Schmidt
fox/business/lifestyle
article
From
FOX Business
Buying starter home is cheaper than renting in many US cities: Report
February 24, 2022
Tags
fox/news/fox/news/house/and/home
fox/news/fox/news/travel/fox/news/general/fox/news/home/rentals
fox/news/fox/news/lifestyle/fox/news/real/estate
From
FOX Business
Queen Elizabeth gets honored with Platinum Jubilee sparkling wine
February 16, 2022
Tags
baf592a6/3538/58a5/a965/6270c49d8c5e
fox/business/lifestyle
Cortney Moore
From
FOX Business
Should you get a Peloton? Fitness experts discuss considerations before you buy
February 15, 2022
Tags
fox/business/lifestyle/and/budget
fbn
fox/business/lifestyle/peloton
From
FOX Business
< Previous
1
2
...
5
6
7
8
9
10
11
12
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.