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/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
Recent news which mentions fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
Oregon man who quit job and cashed out 401(k) completes 2,000-mile sailing journey to Hawaii with cat
May 25, 2025
Tags
fox/business/lifestyle
fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
article
From
FOX Business
Fumes in cockpit forces Hawaiian-bound flight to return to Seattle
January 01, 2025
Tags
fbn
fox/news/fox/news/travel/fox/news/general/fox/news/airlines
d4ded5e7/61a1/50ed/9e54/e2344f490834
From
FOX Business
These US states have the worst-behaved drivers: See where your state ranks
September 24, 2024
Tags
1e9bfc9b/baf2/52c7/9f07/c2fb4afc3000
fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/oregon
fbn
From
FOX Business
Alaska Airlines flight attendants hospitalized, flight diverted due to strange odor
September 16, 2024
Tags
fox/business/organization/boeing
fbn
fox/news/fox/news/travel/fox/news/vacation/destinations/fox/news/seattle
From
FOX Business
Alaska Airlines and Hawaiian Airlines merger clears regulatory hurdle, will now be reviewed by DOT
August 20, 2024
Tags
fbn
fox/business/lifestyle/travel
878f832e/9887/5429/9b27/723ae7f86137
From
FOX Business
Small Hawaii airline grounds flights amid safety inspection
August 20, 2024
Tags
fox/business/economy
fox/business/lifestyle/travel
fbn
From
FOX Business
Wally Amos, founder of world famous cookies, dies at home in Hawaii: reports
August 14, 2024
Tags
Fox Business
fox/business/lifestyle/food/drinks
fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
From
FOX Business
'Yellowstone' and 'The White Lotus' inspiring luxe summer vacations, 'set-jetting' trend
May 18, 2024
Tags
article
fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
6785218e/2ab1/5389/abd3/33773824d8a2
From
FOX Business
These are the US cities with the highest inflation
April 10, 2024
Tags
fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
fox/news/fox/news/us/fox/news/us/regions/fox/news/southeast/fox/news/florida
683a5a1b/80f4/564f/a019/349db1f3292b
From
FOX Business
Salesforce's CEO Marc Benioff sends Hawaii hospitals a $150M gift
March 06, 2024
Tickers
CRM
Tags
fbn
ce8cd466/83c0/53d9/a053/1482b2e9afdd
fox/business/health/care
From
FOX Business
Mississippi, Kansas, other top states where you can comfortably save money
March 04, 2024
Tags
fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
fox/business/money
fbn
From
FOX Business
Hawaii bound? Visitors could soon pay a climate tax
February 21, 2024
Tags
e30d12c4/0e89/55be/bc0a/71c414d5a396
fbn
fox/business/lifestyle/travel
From
FOX Business
American Airlines flight makes ‘hard landing’ in Hawaii, 6 on board hospitalized: officials
January 29, 2024
Tags
fbn
fox/business/lifestyle/travel
fox/business/organization/american/airlines
From
FOX Business
Mark Zuckerberg’s Hawaii property to feature giant underground bunker, treehouses: report
January 23, 2024
Tags
fox/business/home/mortgage/real/estate
fbn
4e79eee6/e3ba/5afa/88ba/88188367bcc0
From
FOX Business
Mark Zuckerberg raising cattle with a diet of beer and nuts
January 11, 2024
Tickers
META
Tags
Fox Business
article
fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
From
FOX Business
Waikiki Beach hotel getting rid of Trump name, to have new management
November 13, 2023
Tickers
HLT
Tags
fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
fox/business/lifestyle
fox/business/lifestyle/travel/hotels
From
FOX Business
Affordable vacation ideas in the year ahead include four cruise options: Here's what to know
November 13, 2023
Tags
fox/business/lifestyle/travel
fbn
fox/news/fox/news/travel/fox/news/vacation/destinations
From
FOX Business
Hawaiian Electric CEO defends decision not to de-energize power lines
September 28, 2023
Tags
fbn
fox/business/markets
fox/business/markets/stocks
From
FOX Business
5 most and least expensive states for singles
September 03, 2023
Tags
fox/business/markets/economy
e12231d1/2f53/55f5/8b33/e8358788e536
fox/business/money
From
FOX Business
Hawaiian Electric shares surge on Maui wildfire update, pushback against county’s lawsuit
August 28, 2023
Tags
fox/business/money/legal
fox/news/fox/news/us/fox/news/disasters/fox/news/fires
fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
From
FOX Business
Maui County sues Hawaiian Electric Company in wake of deadly wildfire, alleging it failed to shut off power
August 24, 2023
Tags
fox/news/fox/news/us/fox/news/disasters/fox/news/fires
fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
article
From
FOX Business
Maui wildfires: Uber, Spam, Airbnb to support displaced locals
August 19, 2023
Tags
Fox Business
fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
fox/news/fox/news/science/fox/news/planet/earth/fox/news/natural/disasters
From
FOX Business
Hawaiian Electric investors hit by Maui wildfires
August 18, 2023
Tags
fox/news/fox/news/travel/fox/news/vacation/destinations/fox/news/maui
fbn
fox/news/fox/news/science/fox/news/planet/earth/fox/news/natural/disasters
From
FOX Business
Maui entrepreneur who lost everything in wildfires: ‘We got blindsided’
August 17, 2023
Tags
fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
fox/business/small/business
fox/news/fox/news/us/fox/news/disasters/fox/news/fires
From
FOX Business
Elon Musk says SpaceX using Starlink to aid Maui wildfire recovery
August 16, 2023
Tags
fbn
fox/business/technology/tesla
fox/business/tech
From
FOX Business
GoFundMe fundraisers for Maui wildfires draw over $30 million in contributions
August 16, 2023
Tags
fox/business/money/charity
fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
fox/news/fox/news/science/fox/news/planet/earth/fox/news/natural/disasters
From
FOX Business
Deadly Maui wildfires inflict multibillion-dollar blow to Hawaii’s economy
August 16, 2023
Tags
Fox Business
fdf771ab/529d/57a5/9221/ddbf61034a0d
fox/news/fox/news/science/fox/news/planet/earth/fox/news/natural/disasters
From
FOX Business
Hawaiian Electric Co. facing class-action lawsuit over Maui fire
August 15, 2023
Tags
56453f18/8700/5370/8668/f725782765b8
fox/business/energy
fbn
From
FOX Business
Maui wedding photographer speaks out as wildfires leave local industry in question: 'Going to take years'
August 15, 2023
Tags
Fox Business
fox/news/fox/news/travel/fox/news/general/fox/news/beach
fox/business/lifestyle
From
FOX Business
Financial services firm pledges $1M direct donation to Hawaii wildfire recovery
August 14, 2023
Tags
Fox Business
4ff4bec5/3158/5ed8/9d26/edf70522872d
fox/news/fox/news/us/fox/news/us/regions/fox/news/west/fox/news/hawaii
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.