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 personal spending
Recent news which mentions personal spending
< Previous
1
2
...
11
12
13
14
15
16
17
18
Next >
High inflation may prompt people to change their summer vacation plans
April 26, 2022
Tickers
LIFE
Tags
Prices
Personal finance
Travel deals
From
CNBC.com News
Amid high inflation, seniors have big hopes for prescription drug pricing reform
April 25, 2022
Tags
Medication
Social issues
Medicare Part D
From
CNBC.com News
Supreme Court decision may hurt Puerto Rico residents who need access to federal disability program, expert says
April 21, 2022
Tags
Personal taxes
Income disparity
Personal Finance
From
CNBC.com News
This 29-year-old made $400,000 last year and owns 3 properties—here are 5 things she refuses to spend money on
April 19, 2022
Tags
Make It
Personal investing
Shopping
From
CNBC.com News
These states are poised to pass personal finance education legislation this year
April 19, 2022
Tags
Invest in You: Ready Set Grow
Personal spending
Education Services
From
CNBC.com News
Without stimulus checks or child tax credit payments, many Americans can’t afford emergency expenses. One work benefit could help address that
April 18, 2022
Tickers
JOBS
Tags
Pandemics
Personal debt
Personal spending
From
CNBC.com News
As food prices soar, some states consider cutting taxes on groceries. But that may not be the best approach, research finds
April 15, 2022
Tags
Personal Finance
U/S/ Economy
Inflation
From
CNBC.com News
Here are some smart money moves to make now amid high inflation, rising interest rates
April 13, 2022
Tags
Recessions and depressions
Personal income
Wages and salaries
From
CNBC.com News
Record-high inflation could mean a bigger Social Security cost-of-living adjustment in 2023
April 12, 2022
Tags
US Economy
Prices
Prescription drug costs
From
CNBC.com News
Inflation surged 8.5% in March. Here's what Americans plan to cut as prices continue to rise
April 12, 2022
Tags
Personal budgeting
Polls
Personal income
From
CNBC.com News
Peer-to-peer payment apps like Venmo, Cash, PayPal are booming. Do you still need a bank?
April 11, 2022
Tags
FinTech
Consumer Finance
Invest in You: Ready Set Grow
From
CNBC.com News
Thinking about buying a car? Here's what auto experts say you need to know
April 09, 2022
Tags
Personal Finance
Consumer Finance
Campaign spending
From
CNBC.com News
Some parents still not aware they may get more child tax credit money this tax season, survey shows
April 08, 2022
Tags
Legislation
Personal Income
Government taxation and revenue
From
CNBC.com News
52% of women, ages 50 and up, say the economy isn't working well for them. What that means for midterm elections
April 06, 2022
Tags
Consumer spending
Social Security
Politics
From
CNBC.com News
Here’s what consumers plan to cut back on if prices continue to surge
April 05, 2022
Tags
Gasoline retail
Personal saving
Food shopping
From
CNBC.com News
Inflation fears force Americans to rethink financial choices
April 05, 2022
Tags
Consumer spending
Personal saving
Consumer prices
From
CNBC.com News
Social Security offices are reopening this week. How to reduce your wait time
April 04, 2022
Tags
Pandemics
Personal debt
Personal spending
From
CNBC.com News
Social Security's retirement age is moving to 67. Some experts say that could go even higher
April 03, 2022
Tags
Personal spending
Personal Income
Personal income
From
CNBC.com News
How states aim to tackle high gas prices with tax holidays, rebates for residents
April 01, 2022
Tags
Personal saving
Consumer spending
Consumer prices
From
CNBC.com News
Americans are 'wasting too much money on housing,' says top economist—here are 4 ways to get 'house rich'
March 31, 2022
Tags
REITs
Lifestyle
Make It / Money
From
CNBC.com News
Taking these 5 steps can help bulk up your emergency savings
March 25, 2022
Tags
Savings
Personal Finance
Personal investing
From
CNBC.com News
Some lawmakers want to ease the pain of high gas prices with direct payments to Americans
March 24, 2022
Tickers
WAR
Tags
Personal saving
Consumer spending
Consumer confidence
From
CNBC.com News
Consumers felt the pinch at the pump with rising gas prices in February. Here's who was affected the most
March 23, 2022
Tags
Personal income
Social issues
Housing
From
CNBC.com News
Two states are temporarily suspending their gas taxes and others could follow. But don't expect big savings
March 22, 2022
Tags
US Economy
Personal finance
Personal spending
From
CNBC.com News
Inflation is spiking the cost of pet parenthood yet owners are still splurging on care
March 22, 2022
Tickers
CATS
LIFE
PETS
Tags
Wealth
US Economy
Personal finance
From
CNBC.com News
Financial advisors are still reluctant to use cryptocurrencies. Investor demand may change that
March 21, 2022
Tags
Cryptocurrency
Personal income
Personal finance
From
CNBC.com News
A record number of weddings are expected this year. How to save if you’re planning a trip down the aisle
March 18, 2022
Tickers
LIFE
Tags
Life
Wedding costs
Insurance industry
From
CNBC.com News
Washington lawmakers are considering a gas tax holiday. Don't expect that to make a big dent in what you’re paying at the pump
March 17, 2022
Tags
Personal finance
Personal debt
Personal spending
From
CNBC.com News
Two years ago stocks dropped 12% in a single day. Here are lessons investors learned that can still apply
March 16, 2022
Tags
Stock markets
Recessions and depressions
Legislation
From
CNBC.com News
How Americans can cut costs and save amid the pain of record inflation
March 11, 2022
Tags
Savings
Banks
Mortgage financing
From
CNBC.com News
< Previous
1
2
...
11
12
13
14
15
16
17
18
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.