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/person/elizabeth/warren
Recent news which mentions fox/business/person/elizabeth/warren
Social Security Administration chief touts increase in scheduled office visits, improved phone services
August 06, 2025
Tags
fbn
fox/business/person/donald/trump
fox/news/fox/news/politics/fox/news/house/of/representatives/fox/news/social/security
From
FOX Business
Social Security chief fires back at Warren over agency 'mismanagement' claims with performance data
August 04, 2025
Tags
fbn
fox/news/fox/news/politics/fox/news/house/of/representatives/fox/news/social/security
fox/business/politics
From
FOX Business
Sen. Elizabeth Warren sides with Trump's call to eliminate debt limit: 'Should be scrapped'
May 31, 2025
Tags
fox/business/politics
article
fox/business/person/elizabeth/warren
From
FOX Business
Elizabeth Warren grilled RFK Jr on drug company money, but received over $5M from health industry
January 31, 2025
Tags
cacf1ce2/9bbd/5eb3/8514/0de8444dcdaa
fbn
fox/business/person/donald/trump
From
FOX Business
Elon Musk gets DOGE suggestions from Sen. Warren, who takes more swipes at him
January 23, 2025
Tags
fox/business/person/elizabeth/warren
article
fox/business/politics
From
FOX Business
Progressive senators weigh in on prospect of 32-hour workweek
January 17, 2025
Tags
fox/business/politics/congress
fox/business/jobs
48e2174f/6c41/53f0/93d4/f335a673e710
From
FOX Business
Elizabeth Warren wants answers from Trump over Elon Musk 'conflicts of interest'
December 17, 2024
Tags
fox/business/politics
article
fox/business/person/elizabeth/warren
From
FOX Business
Sen. Warren tears into Fed while doubling down on calls for massive rate cut: 'Putting the economy at risk'
September 17, 2024
Tags
fox/business/markets
Fox Business
fbn
From
FOX Business
Grocery stores are moving to digital price tags: are they harming consumers?
August 16, 2024
Tags
article
fox/business/politics
fbn
From
FOX Business
AI giant Nvidia faces calls from progressive groups for an antitrust probe
August 01, 2024
Tickers
NVDA
Tags
fbn
fox/business/topic/artificial/intelligence
fox/business/tech
From
FOX Business
Ripple backs Marine veteran, pro-crypto lawyer in battle for Elizabeth Warren’s Senate seat
July 16, 2024
Tags
fox/business/politics/election
fox/business/topic/cryptocurrency
Fox Business
From
FOX Business
Senator Warren urges SEC to investigate Tesla over board independence
March 24, 2024
Tags
93aa8c3d/49d6/55f1/953c/e921f69cb326
fbn
fox/business/person/elizabeth/warren
From
FOX Business
Elizabeth Warren leads renewed charge for wealth tax on ultrarich
March 19, 2024
Tags
fox/business/person/elizabeth/warren
fox/business/politics
fox/news/fox/news/us/fox/news/us/regions/fox/news/northeast/fox/news/massachusetts
From
FOX Business
Treasury deals blow to Elizabeth Warren’s anti-crypto crusade
February 16, 2024
Tags
fox/business/topic/cryptocurrency
fox/business/politics/congress
Fox Business
From
FOX Business
Elizabeth Warren calls for Fed chair Powell to lower 'astronomical' interest rates
January 29, 2024
Tags
fox/business/person/jerome/powell
fbn
fox/business/person/elizabeth/warren
From
FOX Business
Stuart Varney: Elizabeth Warren's Subway food fight is 'laughable'
December 11, 2023
Tags
fox/business/markets/economy
fox/business/shows/varney/and/co
fox/business/topic/capitalism/vs/socialism
From
FOX Business
Elizabeth Warren applauds FTC’s 'sandwich shop monopoly' probe of Subway acquisition
November 26, 2023
Tags
Fox Business
fox/business/markets/mergers/and/acquisitions
fox/business/person/elizabeth/warren
From
FOX Business
Warren, Graham introduce bill to establish new federal regulatory commission to police Big Tech
July 27, 2023
Tags
Fox Business
208a06a2/0d57/525c/a836/355154f0ec28
fox/news/fox/news/tech
From
FOX Business
Warren asks SEC to investigate Tesla over Musk’s Twitter takeover
July 17, 2023
Tags
fox/business/business/leaders/elon/musk
Fox Business
fox/business/politics
From
FOX Business
Warren says Yellen, Biden officials wrong on 'dangerous' bank mergers
June 28, 2023
Tags
fox/news/fox/news/world/fox/news/global/economy/fox/news/finance/fox/news/financial/regulation
fox/business/markets/mergers/and/acquisitions
fox/business/markets/economy
From
FOX Business
Senate Democrats ask DOJ to investigate Binance statements to lawmakers
June 08, 2023
Tags
fox/business/politics/congress
fbn
fox/news/fox/news/world/fox/news/finance
From
FOX Business
Elizabeth Warren, Democrat senators bemoan Elon Musk's 'personal wealth' in raising Twitter privacy concerns
June 05, 2023
Tags
Fox Business
fox/news/fox/news/us/fox/news/personal/freedoms/fox/news/first/amendment
fox/news/fox/news/tech
From
FOX Business
Warren, Ocasio-Cortez probe major SVB depositors about role in bank collapse
April 10, 2023
Tags
fox/business/person/alexandria/ocasio/cortez
fbn
f6823b1f/8bdb/5643/9917/66bb9dd67dd1
From
FOX Business
Senator Warren blasts Fed’s Jerome Powell on banks, rates
March 22, 2023
Tags
6ae2bc39/7a23/57c0/bfe4/6bebcc0f1a37
Fox Business
fbn
From
FOX Business
Elizabeth Warren calls for investigation into downfall of SVB, Signature Bank
March 19, 2023
Tags
Fox Business
fox/news/fox/news/newsedge/fox/news/politics
fox/business/person/elizabeth/warren
From
FOX Business
Fed's Jerome Powell, Sen. Elizabeth Warren clash in tense exchange over rate hikes
March 07, 2023
Tags
fox/business/jobs
fox/news/fox/news/politics/fox/news/state/and/local/fox/news/elections/fox/news/senate
fox/news/fox/news/us/fox/news/economy/inflation
From
FOX Business
FTX hearing: Warren, O'Leary clash on whether cryptocurrency facilitates money laundering
December 14, 2022
Tags
fox/business/politics
article
fox/business/money
From
FOX Business
Elizabeth Warren wants regulators to investigate bank ties to cryptocurrency
December 08, 2022
Tags
fox/news/fox/news/politics/fox/news/senate/fox/news/democrats
fbn
FOXBusiness
From
FOX Business
Democrats criticize Elon Musk over state of Twitter
November 30, 2022
Tags
cf8a487f/082b/53f6/aff2/814a0e129862
fox/business/business/leaders/elon/musk
Chase Williams
From
FOX Business
Twitter fact-checks Sen. Warren's student debt claims
November 15, 2022
Tags
56e19f7c/2437/56f8/8011/7b2d207cea26
FOXBusiness
Greg Wehner
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.