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/politics/fox/news/state/and/local/fox/news/legislation
Recent news which mentions fox/news/fox/news/politics/fox/news/state/and/local/fox/news/legislation
Hemp industry remains in the weeds even after Senate takes loophole closure out of bill
August 06, 2025
Tags
fox/business/politics
article
fbn
From
FOX Business
Fetterman pushes cash payments bill with GOP colleague: 'Every American should be able to use paper currency'
July 21, 2025
Tags
article
fox/business/politics
bc54ed6f/b6ca/5ebe/af10/ebe6fe50d647
From
FOX Business
Senator slams Big Tech's role in 'pirating' copyrighted books for AI training purposes
July 16, 2025
Tags
fbn
article
fox/business/politics
From
FOX Business
Trump poised to sign landmark crypto bill as House Republicans navigate legislative hurdles
July 16, 2025
Tags
fox/news/fox/news/politics/fox/news/state/and/local/fox/news/legislation
Fox Business
fox/business/topic/cryptocurrency
From
FOX Business
The 'big, beautiful, bill' includes a car loan interest tax deduction. Do you qualify?
July 11, 2025
Tags
fox/business/person/donald/trump
fox/news/fox/news/world/fox/news/environment/fox/news/regulation/fox/news/consumers
fbn
From
FOX Business
Trump administration lawsuit cracks down on California's egg production regulations
July 10, 2025
Tags
article
fox/business/politics
fox/news/fox/news/politics/fox/news/executive/fox/news/law
From
FOX Business
Billionaire Ray Dalio warns of 'big, painful disruptions' after Congress passes Trump's spending bill
July 03, 2025
Tags
fox/news/fox/news/us/fox/news/economy
fbn
fox/business/person/donald/trump
From
FOX Business
DoorDash driver says it was an ‘extremely big honor’ to stand behind Trump at ‘Big, Beautiful Bill’ event
June 26, 2025
Tags
fox/news/fox/news/politics/fox/news/executive/fox/news/white/house
Fox Business
28fd2019/e45e/5136/a90c/7237976dc8ef
From
FOX Business
Elon Musk uses Trump's 2013 words on debt ceiling against him
June 05, 2025
Tags
fox/news/fox/news/politics/fox/news/state/and/local/fox/news/elections/fox/news/senate
fox/news/fox/news/politics/fox/news/senate/fox/news/republicans
fox/business/taxes
From
FOX Business
Utah becomes first state to pass ‘vital legislation’ on app store age verification, praised by Sen. Mike Lee
March 06, 2025
Tags
ca9bd9ea/9168/5eeb/a757/38c817be16dd
fox/news/fox/news/politics/fox/news/state/and/local/fox/news/legislation
Fox Business
From
FOX Business
Social Security terminates ‘Gender X' marker, saving taxpayers over $1M: DOGE
February 05, 2025
Tags
fox/business/business/leaders/elon/musk
fox/news/fox/news/politics/fox/news/state/and/local/fox/news/legislation
Fox Business
From
FOX Business
Blue state outlaws most eggs unless cage-free, before new year
December 19, 2024
Tags
fox/business/markets
fox/news/fox/news/us/fox/news/us/regions/fox/news/midwest/fox/news/michigan
Fox Business
From
FOX Business
Sen. Ernst launching series of bills to move federal workers out of DC
December 12, 2024
Tags
article
fox/business/politics
e2ad4b60/1c18/511c/8eb6/b16bfb0a10c7
From
FOX Business
'TRAITORS': Musk calls for ultimate penalty for those opposed to requiring voters to prove citizenship
July 06, 2024
Tags
270b0531/6ae6/5746/8c0b/070fa378b06c
fox/business/politics/congress
fox/business/business/leaders/elon/musk
From
FOX Business
OpenAI colleagues warn race for AI could lead to ‘human extinction’
June 10, 2024
Tags
fox/news/fox/news/politics/fox/news/state/and/local/fox/news/legislation
Fox Business
fox/business/technology
From
FOX Business
Europe seals world's first set of rules regulating artificial intelligence
December 09, 2023
Tags
fox/news/fox/news/politics/fox/news/state/and/local/fox/news/legislation
Fox Business
fox/news/fox/news/tech/chatgpt
From
FOX Business
McDonald's franchise group slams California fast-food law as 'draconian'
September 15, 2023
Tags
fox/business/politics
article
fox/business/lifestyle/food/drinks
From
FOX Business
Newly passed California law squeezes ‘lots of costs’ out of mom-and-pop pork producers
August 07, 2023
Tags
fox/business/lifestyle/food/drinks
Fox Business
fox/business/shows/mornings/with/maria
From
FOX Business
Riley Gaines reveals what’s ‘at stake’ if women’s protection bill isn’t passed
August 03, 2023
Tags
article
fox/business/politics
fbn
From
FOX Business
New credit card bill targeting Visa-Master card 'duopoly' triggers lobbying onslaught
June 07, 2023
Tags
fox/business/politics/congress
Fox Business
fox/news/fox/news/politics/fox/news/state/and/local/fox/news/legislation
From
FOX Business
California Senate passes $25 minimum wage for health care workers
June 03, 2023
Tags
fox/business/topic/minimum/wage
fbn
f66ae489/0573/58c6/89a8/ed14c8c8663d
From
FOX Business
'Biden Bucks stop here': DeSantis touts Florida's digital currency ban, warns of 'cashless society'
May 13, 2023
Tags
fox/business/politics
article
fbn
From
FOX Business
Minnesota Democrat lawmakers push ban on gas-powered lawn mowers, chainsaws to curb 'climate pollution'
February 18, 2023
Tags
fox/business/industries/energy
fbn
fox/news/fox/news/politics/fox/news/senate/fox/news/democrats
From
FOX Business
Hawley introduces two bills to protect kids from effects of social media, raise age requirement to 16
February 14, 2023
Tags
fox/business/politics/congress
fox/news/fox/news/tech/fox/news/companies/fox/news/facebook
fox/business/organization/twitter
From
FOX Business
Larry Kudlow: There are numerous issues with the November jobs report
December 02, 2022
Tags
93bf3f77/b1f1/5d25/aa9b/80856f14c82e
fox/business/media
fox/news/fox/news/politics/fox/news/state/and/local/fox/news/legislation
From
FOX Business
Maine lobstermen, their livelihoods threatened, push back against California aquarium's 'red listing'
September 20, 2022
Tags
95cbf1fd/a75a/57f1/9571/395ea317aa0c
fox/news/fox/news/politics/fox/news/state/and/local/fox/news/legislation
fox/business/industries
From
FOX Business
California Legislature passes landmark fast food workers bill
August 30, 2022
Tags
Julia Musto
article
fox/business/politics
From
FOX Business
CBO says Democrats' tax hike and social spending bill will increase IRS enforcement on middle class
August 25, 2022
Tags
98c2bdb0/b416/59f5/869b/ab99cd739f2f
fox/business/politics
article
From
FOX Business
IRS faces online uproar over special agent job posting requiring ability to use deadly force 'if necessary'
August 10, 2022
Tags
article
fox/business/politics
FOXBusiness
From
FOX Business
US industries hurt by Chinese 'dumping' could get more of a payout
April 07, 2022
Tags
fox/business/markets/china
fox/news/fox/news/world/fox/news/global/economy/fox/news/trade
Rebekah Castor
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.