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/social/security/benefits
Recent news which mentions fox/business/social/security/benefits
< Previous
1
2
3
Next >
Social Security's full retirement age is increasing in 2025: What to know
December 18, 2024
Tags
fox/business/economy
Fox Business
fox/business/markets/economy
From
FOX Business
Why some Americans will receive an extra Social Security check in November
October 21, 2024
Tags
fbn
article
fox/news/fox/news/politics/fox/news/house/of/representatives/fox/news/social/security
From
FOX Business
Social Security cost-of-living adjustment will be 2.5% in 2025
October 10, 2024
Tags
Fox Business
fox/business/features/modern/retirement
fox/business/social/security/benefits
From
FOX Business
Social Security COLA projected to be 2.5% for 2025, smallest since 2021
September 12, 2024
Tags
fbn
fox/news/fox/news/politics/fox/news/house/of/representatives/fox/news/social/security
article
From
FOX Business
Social Security crisis: Beneficiaries face 21% benefit cut without reforms, says CFRB
September 05, 2024
Tags
fox/business/taxes
Fox Business
fox/business/social/security/benefits
From
FOX Business
Stuart Varney: Trump's 'radical' tax proposals are 'smart politics'
August 08, 2024
Tags
fox/business/person/donald/trump
fox/business/media
fbn
From
FOX Business
Some Americans to receive rare second Social Security payment in August
August 08, 2024
Tags
8bbae9a3/2c45/550e/a01c/fa01b7916a3b
Fox Business
fox/business/social/security/benefits
From
FOX Business
Social Security payments will get cut $325 a month starting in 2033 without changes: actuaries
June 14, 2024
Tags
fox/business/money/government/spending
article
fox/news/fox/news/politics/fox/news/house/of/representatives/fox/news/social/security
From
FOX Business
Social Security funds barreling toward insolvency without a fix
May 08, 2024
Tags
fox/business/social/security/benefits
Fox Business
e5bbd595/0d12/563c/81f7/ef2ddda63360
From
FOX Business
Biden cancels another $6 billion in student loans, this time for public service workers
March 27, 2024
Tags
Fox Business
fox/business/social/security/benefits
44d7039f/21a6/5320/8a96/69d21ddaf9fc
From
FOX Business
BlackRock CEO says Social Security's retirement age 'a bit crazy' as crisis looms
March 26, 2024
Tags
fox/news/fox/news/politics/fox/news/house/of/representatives/fox/news/social/security
fox/business/politics
article
From
FOX Business
Biden 'doesn't have a plan' on Social Security solvency, Treasury secretary says
March 22, 2024
Tags
fox/business/person/janet/yellen
fbn
fox/news/fox/news/world/fox/news/finance
From
FOX Business
Some Americans will receive a second Social Security check this week
March 01, 2024
Tags
Fox Business
fox/business/social/security/benefits
article
From
FOX Business
This is critical for 'thriving' in retirement, personal finance expert says
February 03, 2024
Tags
Fox Business
fox/business/social/security/benefits
fox/business/money
From
FOX Business
The future of Bidenomics: You pay Social Security tax on all of your income?
January 04, 2024
Tags
fox/business/taxes
fox/business/person/joe/biden
fox/business/economy
From
FOX Business
Small Social Security COLA could leave retirees struggling to get by next year
December 18, 2023
Tags
fox/business/economy
25a8da23/47df/574b/8f18/f698a09db9e8
fox/news/fox/news/us/fox/news/economy/inflation
From
FOX Business
Social Security: COLA increasing but Medicare costs rising too in 2024
December 04, 2023
Tags
article
fox/news/fox/news/politics/fox/news/house/of/representatives/fox/news/social/security
fox/business/personal/finance
From
FOX Business
Where do Republican presidential candidates stand on Social Security?
November 09, 2023
Tags
fox/business/politics/election
1e2146ae/6129/579a/9c86/4239f2daa3b1
fox/business/social/security/benefits
From
FOX Business
Retirement crisis: Great Recession takes its toll on younger Boomers
November 08, 2023
Tags
article
fox/business/personal/finance
fox/business/money/retire
From
FOX Business
Open enrollment season: What to know
October 30, 2023
Tags
fox/business/personal/finance
article
fox/business/money/insurance
From
FOX Business
US retirement system earns just a C+ in global study
October 20, 2023
Tags
article
fox/business/money/retire
7727fc99/9b61/514f/a346/6c0650c5bffd
From
FOX Business
Social Security COLA 2024 may impact your taxes in a big way
October 16, 2023
Tags
fbn
787825b7/b680/51e6/b4af/6cfe545c6ac7
fox/business/credible
From
FOX Business
Social Security recipients to receive 3.2% COLA increase in 2024
October 12, 2023
Tags
Fox Business
fox/business/markets/economy
fox/business/social/security/benefits
From
FOX Business
Social Security COLA update is coming this week. Here's what retirees need to know
October 09, 2023
Tags
Fox Business
fox/business/social/security/benefits
fox/news/fox/news/us/fox/news/economy/inflation
From
FOX Business
Social Security cuts: Retirees could face more than $17,000 in annual benefits losses
October 09, 2023
Tags
08d0106e/04b2/5057/a416/ac338acfeb45
fox/business/social/security/benefits
fox/business/money/rethinking/retirement
From
FOX Business
Social Security trust fund on path to insolvency
September 27, 2023
Tags
fox/business/social/security/benefits
fox/business/markets/economy
Fox Business
From
FOX Business
Social Security payments could rise 3.2% in 2024
September 19, 2023
Tags
fox/business/personal/finance
fox/business/money/retire
article
From
FOX Business
Social Security cost-of-living adjustment could be bigger than expected next year
September 13, 2023
Tags
fbn
article
fox/business/money
From
FOX Business
Medicare Part D drug prices increase more than 200% on average: AARP
September 12, 2023
Tags
fox/business/social/security/benefits
Fox Business
68117004/a742/5036/aae6/9401a50a92ce
From
FOX Business
Social Security recipients could see a smaller benefits bump in 2024 - Here's what that means for retirees
July 20, 2023
Tags
Fox Business
fox/business/social/security/benefits
fox/business/money/rethinking/retirement
From
FOX Business
< Previous
1
2
3
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.