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/person/brock/purdy
Recent news which mentions fox/news/person/brock/purdy
49ers, Brock Purdy agree to massive 5-year, $265 million contract extension: reports
May 16, 2025
Tickers
FNC
Tags
fnc
fox/news/sports/nfl/san/francisco/49ers
Fox News
From
FOXNews.com
49ers quarterbacks coach, Brock Purdy's mentor, quits coaching after 3 seasons: report
February 28, 2025
Tickers
FNC
Tags
569bef59/58e4/5417/9bc0/11f97dc2154d
fox/news/sports/nfl
article
From
FOXNews.com
49ers' general manager drops the hammer on Brock Purdy's future after disappointing season
January 08, 2025
Tickers
FNC
Tags
article
fox/news/sports/nfl
Fox News
From
FOXNews.com
Lions take down 49ers as Dan Campbell's 'full throttle' mindset saw starters play entire game
December 30, 2024
Tickers
FNC
Tags
fox/news/topic/trending/news
article
fox/news/sports/nfl
From
FOXNews.com
49ers' Brock Purdy impresses after gifting offensive lineman brand new cars for Christmas
December 20, 2024
Tickers
FNC
Tags
fnc
fox/news/sports/nfl/san/francisco/49ers
fox/news/person/brock/purdy
From
FOXNews.com
Taylor Swift remarks on 49ers' Brock Purdy: 'He put me through a lot last February'
December 15, 2024
Tickers
FNC
Tags
Fox News
fox/news/person/brock/purdy
fox/news/sports
From
FOXNews.com
Rams outlast 49ers with zero touchdowns scored in pivotal NFC West matchup
December 13, 2024
Tickers
FNC
Tags
Fox News
fox/news/sports
fox/news/person/brock/purdy
From
FOXNews.com
Josh Allen makes NFL history as Bills clinch AFC East with win over 49ers in driving snow
December 01, 2024
Tickers
FNC
Tags
fox/news/person/christian/mccaffrey
article
fox/news/person/josh/allen
From
FOXNews.com
49ers' Brock Purdy, Nick Bosa ruled out for potential season-defining game vs. Packers
November 22, 2024
Tickers
FNC
Tags
fox/news/person/nick/bosa
fox/news/sports/nfl/san/francisco/49ers
fnc
From
FOXNews.com
49ers' Brock Purdy lauds Ricky Pearsall as 'toughest guy I know' after breakthrough touchdown
November 12, 2024
Tickers
FNC
Tags
fox/news/sports/nfl
article
53a6313d/777d/5c29/9c79/5746d3bc0df5
From
FOXNews.com
49ers' Ricky Pearsall, who was wounded in shooting, scores 1st touchdown of his career
November 10, 2024
Tickers
FNC
Tags
fox/news/sports/nfl
article
e6b35b0e/e611/567b/9b42/34ecd05a3f04
From
FOXNews.com
49ers stave off Cowboys' 4th-quarter comeback to get back in the win column
October 27, 2024
Tickers
FNC
Tags
article
fox/news/sports/nfl/dallas/cowboys
fox/news/person/george/kittle
From
FOXNews.com
Chiefs remain NFL's only undefeated team after taking down 49ers in Super Bowl rematch
October 20, 2024
Tickers
FNC
Tags
fox/news/sports
fox/news/person/brock/purdy
fox/news/person/patrick/mahomes
From
FOXNews.com
Trump praises Brock Purdy emerging as 49ers star after being drafted last: 'There's a little luck in sports'
October 15, 2024
Tickers
FNC
Tags
fox/news/sports/nfl/san/francisco/49ers
fnc
7aa17857/ce26/5cad/8d8b/7742484cb0b3
From
FOXNews.com
George Kittle's 2 touchdowns hand Seahawks 3rd consecutive loss; 49ers get back to .500
October 10, 2024
Tickers
FNC
Tags
fox/news/person/laviska/shenault/jr
fox/news/sports/nfl
article
From
FOXNews.com
Rams' Sean McVay gives 2-word reaction to dramatic win over 49ers
September 23, 2024
Tickers
FNC
Tags
fnc
fox/news/sports/nfl/san/francisco/49ers
Fox News
From
FOXNews.com
Vikings shock 49ers as Sam Darnold throws 2 more touchdowns in solid performance
September 15, 2024
Tickers
FNC
Tags
fox/news/sports/nfl/minnesota/vikings
fox/news/sports/nfl/san/francisco/49ers
fox/news/person/justin/jefferson
From
FOXNews.com
49ers beat Jets as Jordan Mason steps up in place of injured Christian McCaffrey
September 09, 2024
Tickers
FNC
Tags
Fox News
fox/news/sports
fox/news/person/brock/purdy
From
FOXNews.com
49ers 'have best team on paper' but need to step up when it counts, NFL great Rob Gronkowski says
September 09, 2024
Tickers
FNC
Tags
fox/news/person/christian/mccaffrey
fox/news/sports/nfl
b3da0513/4e75/5fcc/a2f1/aebabba158a0
From
FOXNews.com
Brock Purdy says he 'totally understood' 49ers calling Tom Brady to play for them before 2023 season
July 31, 2024
Tickers
FNC
Tags
article
fox/news/sports/nfl
fnc
From
FOXNews.com
49ers’ Nick Bosa praises Brock Purdy, likens him to Scottie Scheffler sans PGA Championship arrest
May 22, 2024
Tickers
FNC
Tags
fox/news/sports/golf/pga/championship
fox/news/sports/golf/pga/tour
fox/news/sports/nfl/san/francisco/49ers
From
FOXNews.com
Aaron Rodgers' likely return set for Monday night affair in Week 1 as Jets take on 49ers
May 14, 2024
Tickers
FNC
Tags
fox/news/sports/nfl
article
fox/news/person/aaron/rodgers
From
FOXNews.com
49ers' Brock Purdy unconcerned with contract 'nonsense' as rookie deal winds down
April 23, 2024
Tickers
FNC
Tags
fox/news/sports/nfl
article
fox/news/sports/nfl/san/francisco/49ers
From
FOXNews.com
49ers' Brock Purdy recalls saving news anchor from imminent coyote attack
April 17, 2024
Tickers
FNC
Tags
fox/news/sports/nfl
article
55eb6ad6/1b35/5b2d/abe9/1bfadbcdb3a0
From
FOXNews.com
49ers’ Brock Purdy has perfect response to media critics of his game: ‘Turn on the film’
April 16, 2024
Tickers
FNC
Tags
article
fox/news/sports/nfl
797e246a/cb8a/5833/8960/3bd168d4c370
From
FOXNews.com
49ers CEO Jed York ready and willing to pay Brock Purdy ahead of looming contract extension
March 27, 2024
Tickers
FNC
Tags
article
9d0256b0/bc07/5379/a347/624b0bc84d84
fox/news/sports/nfl
From
FOXNews.com
49ers legend Patrick Willis explains why he remains Brock Purdy 'believer' despite Super Bowl loss
February 28, 2024
Tickers
FNC
Tags
fox/news/topic/trending/news
article
fox/news/sports/nfl
From
FOXNews.com
'Bad coaching' reason for 49ers' Super Bowl LVIII loss not Brock Purdy, ex-NFL star says
February 19, 2024
Tickers
FNC
Tags
fox/news/person/cam/newton
fox/news/news/events/super/bowl
5bca8d8a/a4f3/5f5d/9443/338d8be7522e
From
FOXNews.com
What's next for 49ers after losing Super Bowl LVIII?
February 13, 2024
Tickers
FNC
Tags
47192ac5/e25b/5d93/923d/eaa6284a4158
article
fox/news/sports/nfl
From
FOXNews.com
Super Bowl LVIII: Patrick Mahomes delivers game-winning overtime drive to beat 49ers
February 11, 2024
Tickers
FNC
Tags
fox/news/person/travis/kelce
fox/news/sports/nfl/san/francisco/49ers
bd21fdc0/a151/5551/8a80/6037d4c1121f
From
FOXNews.com
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.