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/news/fox/news/entertainment/fox/news/genres/fox/news/reality
Recent news which mentions fox/news/fox/news/entertainment/fox/news/genres/fox/news/reality
Kathy Hilton reveals she shops budget retailers, calls daughter Paris for fashion approval
July 28, 2025
Tags
fox/business/entertainment
71b77245/7561/5ca1/b8e0/329a13791466
fbn
From
FOX Business
Heather and Terry Dubrow list LA mansion for $25M
March 22, 2025
Tags
fbn
fox/business/home/mortgage/real/estate
fox/news/fox/news/newsedge/fox/news/entertainment/fox/news/events/fox/news/celebrity/homes
From
FOX Business
Celebrity real estate agent brings 'small-town’ Tennessee life roots to big city business
January 25, 2025
Tags
ce6cc67d/875f/5120/889c/38a420dc14f0
Fox Business
article
From
FOX Business
'Real Housewives' stars Kim Zolciak, Kroy Biermann Georgia home up for foreclosure auction after split: report
December 03, 2024
Tags
fbn
fox/business/entertainment
fox/business/topic/luxury/properties
From
FOX Business
HGTV star Christina Hall had no prenup: Here’s what’s at stake in her nasty divorce
August 01, 2024
Tags
Fox Business
article
fox/news/fox/news/entertainment/fox/news/genres/fox/news/reality
From
FOX Business
Idaho resort town beloved by Kardashians, Mark Wahlberg, Justin Bieber is ideal spot to 'let their hair down'
July 13, 2024
Tags
fox/news/fox/news/entertainment/fox/news/genres/fox/news/reality
article
c7f64518/a783/51dc/9b31/5303f42c0ce7
From
FOX Business
‘Million Dollar Listing: Los Angeles’ stars warn ‘not just rich people’ affected by city’s ‘mansion tax’
July 02, 2024
Tags
9ba42baf/c9c5/57d6/bd53/8aed8db356fc
fbn
fox/business/entertainment
From
FOX Business
'Real Housewives' stars Sonja Morgan, Kim Zolciak dealt a blow over luxury homes
June 02, 2024
Tags
article
fox/news/fox/news/entertainment/fox/news/genres/fox/news/reality
fox/business/topic/luxury/properties
From
FOX Business
Judge Judy lists $9.5M penthouse saying it's 'time to simplify'
May 30, 2024
Tags
Fox Business
article
fox/news/fox/news/entertainment/fox/news/genres/fox/news/reality
From
FOX Business
Reality stars Kim Zolciak and Kroy Biermann's Georgia mansion receives foreclosure date
May 01, 2024
Tags
Fox Business
aae6100e/ecc1/550a/9bd2/6c274d3898a4
article
From
FOX Business
'Golden Bachelor' stars Gerry Turner and Theresa Nist could lose out on big payday because of divorce: experts
April 13, 2024
Tags
Fox Business
article
fox/news/fox/news/entertainment/fox/news/genres/fox/news/reality
From
FOX Business
'Golden Bachelor' La Quinta wedding location once hosted Clark Gable, Joan Crawford and Shirley Temple
January 07, 2024
Tags
fox/news/fox/news/entertainment/fox/news/genres/fox/news/reality
article
fox/business/lifestyle/movies
From
FOX Business
Karma, the nightclub featured on MTV's 'Jersey Shore,' has been demolished
December 28, 2023
Tags
bd7babf2/8a20/5ace/b343/d74fab8627b3
fox/news/fox/news/lifestyle
fox/business/lifestyle
From
FOX Business
‘Golden Bachelor’ Gerry Turner’s rumored La Quinta wedding destination hosted celebrities, presidents
December 10, 2023
Tags
fox/business/lifestyle/movies
Fox Business
article
From
FOX Business
'Golden Bachelor' moving to Charleston: 5 dream homes for Gerry Turner, Theresa Nist
December 03, 2023
Tags
fbn
fox/business/home/mortgage/real/estate
fox/business/entertainment
From
FOX Business
Kim Zolciak banished to the basement as judge rules exes must sell mansion and live in separate quarters
October 28, 2023
Tags
fox/business/entertainment
fox/news/fox/news/newsedge/fox/news/entertainment/fox/news/events/fox/news/divorce
fox/news/fox/news/newsedge/fox/news/entertainment/fox/news/tv
From
FOX Business
'Brady Bunch' star Christopher Knight admits ‘nothing’ would ‘support’ asking price of show's iconic house
September 25, 2023
Tags
fox/business/entertainment
fox/news/fox/news/newsedge/fox/news/entertainment/fox/news/events/fox/news/celebrity/homes
fox/news/fox/news/newsedge/fox/news/entertainment/fox/news/tv
From
FOX Business
Reality star's beachfront residence on market for nearly $10 million
August 26, 2023
Tags
article
fox/news/fox/news/entertainment/fox/news/genres/fox/news/reality
Fox Business
From
FOX Business
Carmen Electra films Kim Kardashian lingerie campaign with fellow '90s icon Jenny McCarthy: 'just had a blast'
July 22, 2023
Tags
fbn
fox/news/fox/news/newsedge/fox/news/entertainment/fox/news/tv
6913af4f/810b/5679/bdcc/8cb180a76944
From
FOX Business
Taylor Swift, Oprah, Kim Kardashian land spots on Forbes' richest self-made women in America
June 03, 2023
Tags
fox/news/fox/news/newsedge/fox/news/entertainment/fox/news/tv
fox/news/fox/news/us/fox/news/economy/fox/news/entrepreneurship
fbn
From
FOX Business
Kim Zolciak, Kroy Biermann owe IRS more than $1 million in unpaid taxes amid contentious divorce
May 10, 2023
Tags
fox/business/politics/irs
Fox Business
1f4fe8ac/2627/560a/97f9/53d10451202b
From
FOX Business
Kim Kardashian gives lecture at Harvard Business School, gets ripped online
January 22, 2023
Tags
fox/business/business/leaders
article
fox/news/fox/news/entertainment/fox/news/genres/fox/news/reality
From
FOX Business
‘Moonshiners’ stars reflect on their success with the controversial booze: ‘We started a craze’
December 28, 2022
Tags
f1d02589/f3bb/581f/a1b5/c094fcb6a4c0
fox/business/lifestyle/food/drinks
Stephanie Nolasco
From
FOX Business
'Dirty Jobs' star Mike Rowe reveals the new gigs that tested his guts: 'My dreams were fevered and vivid'
December 11, 2022
Tags
FOXBusiness
fbn
fox/business/jobs
From
FOX Business
'Chrisley Knows Best' stars Todd, Julie Chrisley tax evasion conviction: By the numbers
November 23, 2022
Tags
FOXBusiness
fox/business/home/mortgage/real/estate
fox/news/fox/news/newsedge/fox/news/entertainment/fox/news/celebrity/news
From
FOX Business
Chip and Joanna Gaines on mission to resolve nation’s housing crisis amid growing empire: 'Proud' of impact
November 22, 2022
Tags
fox/business/entertainment
fox/news/fox/news/newsedge/fox/news/entertainment/fox/news/tv
FOXBusiness
From
FOX Business
What is Travis Barker's net worth?
July 01, 2022
Tags
FOXBusiness
fox/news/fox/news/entertainment/fox/news/genres/fox/news/rock
fbn
From
FOX Business
Jill Zarin heads back to 'Housewives' after building business empire: 'It was like I never left'
June 23, 2022
Tags
fox/news/fox/news/entertainment/fox/news/features/fox/news/exclusive
fox/news/fox/news/us/fox/news/economy/fox/news/entrepreneurship
fbn
From
FOX Business
Blac Chyna’s defamation lawsuit against Kardashians sees demands eclipsing $100M: What she’s asking for
April 19, 2022
Tags
FOXBusiness
fbn
fox/business/entertainment
From
FOX Business
'Million Dollar Listing New York’s’ Kirsten Jordan on the 'hot' real estate market, where she sees it going
February 23, 2022
Tags
fox/news/fox/news/entertainment/fox/news/genres/fox/news/reality
article
fox/business/lifestyle
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.