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 mergers
Recent news which mentions mergers
< Previous
1
2
...
13
14
15
16
17
18
19
20
21
...
25
26
Next >
Privacy and crypto will likely lead tech policy under split Congress as hope for passing ambitious antitrust reforms dwindles
December 27, 2022
Tags
Apple Inc
Amazon/com Inc
Technology
From
CNBC.com News
TikTok banned on government devices under spending bill passed by Congress
December 23, 2022
Tags
Social Media
Meta Platforms Inc
Mergers
From
CNBC.com News
Sen. Warren warns Tesla board that Musk may have failed to meet his legal duties due to Twitter takeover
December 19, 2022
Tags
US: News
Breaking News: Technology
Politics
From
CNBC.com News
12 media executives anonymously predict 2023's biggest deals, trends and changes
December 18, 2022
Tags
Roku Inc
Alphabet Class A
Netflix Inc
From
CNBC.com News
Recession fears could trigger a 'lipstick' effect on deal activity next year
December 15, 2022
Tags
Economy
Finance
Acquisitions
From
CNBC.com News
Brad Pitt sells 60% of his Plan B production company to French media conglomerate Mediawan, sources say
December 09, 2022
Tags
US: News
Media
Moelis & Co
From
CNBC.com News
Apple supplier Foxconn reportedly helped convince China to loosen Covid rules
December 08, 2022
Tags
Social Media
Breaking News: Politics
Mergers
From
CNBC.com News
David Zaslav's top priority at Warner Bros. Discovery: Get the cash flowing again
December 06, 2022
Tags
Endeavor Group Holdings Inc
AT&T Inc
US: News
From
CNBC.com News
CNN lays off hundreds of staffers after business review − read the memo
December 01, 2022
Tags
Breaking News: Business
Mergers
Media
From
CNBC.com News
Disney hiring freeze will stay in place, CEO Iger tells employees
November 28, 2022
Tags
Breaking News: Business
US: News
Media
From
CNBC.com News
Disney CEO Bob Iger to hold town hall with employees on Monday
November 23, 2022
Tags
Breaking News: Business
US: News
Media
From
CNBC.com News
Disney is counting on Bob Iger to make hard decisions about its streaming and TV assets – or find someone who will
November 22, 2022
Tags
Entertainment
US: News
Media
From
CNBC.com News
Democratic senators urge regulators to monitor SoFi trading activity, expressing concern during crypto meltdown
November 21, 2022
Tags
Congress
Mobile
Social media
From
CNBC.com News
Disney board's decision to replace Bob Chapek with Bob Iger makes everyone look bad
November 21, 2022
Tags
US: News
Media
Walt Disney Co
From
CNBC.com News
FBI is 'extremely concerned' about China's influence through TikTok on U.S. users
November 15, 2022
Tags
Social issues
Breaking News: Politics
Mergers
From
CNBC.com News
PÖTTINGER Landtechnik GmbH completes the acquisition of MaterMacc
November 15, 2022
Tickers
MA
Tags
Italy
Pottinger
MaterMacc
From
PRLog
Ad market worse than during lows of the pandemic, says Warner Bros Discovery CEO David Zaslav
November 15, 2022
Tags
Warner Bros Discovery Inc
Meta Platforms Inc
Mergers
From
CNBC.com News
Disney plans targeted hiring freeze and job cuts, according to memo
November 11, 2022
Tags
Breaking News: Business
Warner Bros Discovery Inc
Mergers
From
CNBC.com News
Sen. Markey demands answers from Musk on Twitter imposters
November 11, 2022
Tags
Breaking News: Politics
Technology
Politics
From
CNBC.com News
Vesta Software Group, a software multinational company bought the Uruguayan Datalogic
November 11, 2022
Tickers
MA
Tags
Datalogic
M A
Uruguay
From
PRLog
FTC says it's tracking developments at Twitter with 'deep concern' after key security departures
November 10, 2022
Tags
US: News
Breaking News: Technology
Politics
From
CNBC.com News
Read Elon Musk's first email to all Twitter employees: Remote work over, company needs subscriptions to survive downturn
November 10, 2022
Tags
US: News
Mobile
Breaking News: Technology
From
CNBC.com News
Disney gets hit by media world's shift to emphasize profit and revenue over subscriber growth
November 08, 2022
Tags
Business News
Breaking News: Business
Technology
From
CNBC.com News
Schumacher Packaging has acquired a majority stake in Cartiere Modesto Cardella
November 07, 2022
Tickers
MA
Tags
Services
Cartiere Modesto Cardella
Schumacher Packaging
From
PRLog
Meta shares up on report it's set to begin mass layoffs
November 07, 2022
Tags
Social media
Mobile
Congress
From
CNBC.com News
Lidar makers Ouster and Velodyne agree to merge
November 07, 2022
Tags
Technology
Mergers
Business News
From
CNBC.com News
Outgoing Charter CEO Tom Rutledge says in an exclusive CNBC interview that there's 'pain to come' as linear TV gives way to streaming
November 03, 2022
Tags
Charter Communications Inc
A View from the Top
Mergers
From
CNBC.com News
Trump applauds Musk's Twitter takeover, says the platform that banned him 'is now in sane hands'
October 28, 2022
Tags
Technology
Twitter Inc
Politics
From
CNBC.com News
Twitter 'cannot become a free-for-all hellscape,' Musk tells advertisers
October 27, 2022
Tags
US: News
Social media
Tesla Inc
From
CNBC.com News
CDI France was engaged to sell AIC Telecom to Lyon-based LASOTEL Group
October 26, 2022
Tickers
MA
Tags
France
Telecom
M A
From
PRLog
< Previous
1
2
...
13
14
15
16
17
18
19
20
21
...
25
26
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.