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 >
The deadline to sign up for the enhanced child tax credit is Nov. 15 to get money this year
November 08, 2021
Tags
Social issues
Children
Personal budgeting
From
CNBC.com News
The 'Great Resignation' could be an opportunity for a career reboot. These expert tips can help
November 07, 2021
Tickers
JOBS
Tags
Unemployment insurance
COVID/19
U/S/ Economy
From
CNBC.com News
Inflation is coming for Thanksgiving dinner, making it more expensive than ever this year
November 05, 2021
Tags
Investment strategy
Personal spending
Food and drink
From
CNBC.com News
Consumer prices are rising. Here are 4 strategies for smarter spending
November 04, 2021
Tickers
LIFE
Tags
U/S/ Economy
Consumer Confidence
Personal Finance
From
CNBC.com News
If you don’t get a 5% raise this year, you aren’t necessarily taking a pay cut due to inflation. Here’s why
November 01, 2021
Tags
Personal saving
Savings
Personal Finance
From
CNBC.com News
Have an FSA? You may be able to carry over your entire balance this year
November 01, 2021
Tags
Flexible spending accounts
Make It
Make It / Spend
From
CNBC.com News
Where to get the best rates on your emergency savings amid rising inflation
October 31, 2021
Tags
Personal spending
Personal debt
Personal finance
From
CNBC.com News
From Buy Nothing to Freecycle, gifting groups help bolster budgets and build community
October 31, 2021
Tags
Recycled products
Savings
Family finances
From
CNBC.com News
Paid leave advocates slam exclusion of policy from social spending bill as 'outrageous and shameful'
October 28, 2021
Tickers
JOBS
Tags
Parenting
Wage gap
Careers
From
CNBC.com News
The enhanced child tax credit will continue for 1 more year, per Democrat spending plan
October 28, 2021
Tags
Tax Deductions
Personal saving
Taxes
From
CNBC.com News
Medicare expansion hangs in the balance as Democrats race towards a deal
October 27, 2021
Tags
Personal Finance
Taxes
Savings
From
CNBC.com News
Paid family leave even at 4 weeks would 'still be transformational,' expert says
October 25, 2021
Tickers
JOBS
LIFE
Tags
Legislation
Personal income
Disability rights
From
CNBC.com News
Families not signing up for child tax credit now will have to wait until next year to get money
October 25, 2021
Tags
Social issues
Children
Personal budgeting
From
CNBC.com News
6 budget hacks to get your financial life on track
October 25, 2021
Tags
Debt
Personal saving
Personal finance
From
CNBC.com News
Buying a home is a goal for many Americans. How this bank is helping members of low- and moderate-income communities achieve that
October 22, 2021
Tags
Housing
Personal Income
Personal income
From
CNBC.com News
Nearly 1 in 3 Americans expect to take on debt this holiday season. How to not be one of them
October 20, 2021
Tags
Business
Personal saving
Savings
From
CNBC.com News
Suze Orman: Don't get a joint bank account. Here's how couples should budget their money
October 20, 2021
Tags
Personal income
Investing
Personal finance
From
CNBC.com News
Did you blow your budget? Here's how to get back on track
October 15, 2021
Tags
Consumer spending
Personal saving
Personal Finance
From
CNBC.com News
This 27-year-old makes $100,000 a year and paid off her mom's $28,000 mortgage
October 14, 2021
Tags
Personal spending
Personal finance
Make It / Money
From
CNBC.com News
Prices continue to rise—here's what's getting the most expensive
October 13, 2021
Tags
Prices
Make It / Earn
Make It / Money
From
CNBC.com News
Pandemic has disrupted retirement plans for 35% of Americans, study finds
October 12, 2021
Tickers
JOBS
Tags
Social issues
Jobs
401(k) plans
From
CNBC.com News
These budget basics can help you refresh your spending plan
October 12, 2021
Tags
Personal Finance
Discretionary spending
Savings
From
CNBC.com News
How much do I need to retire? Top financial advisors weigh in
October 09, 2021
Tags
Personal saving
Retiree finances
Personal Finance
From
CNBC.com News
Time is running out to sign up for the advance child tax credit payments
October 08, 2021
Tags
Inside Wealth: Spending
Investment strategy
Tax Credits
From
CNBC.com News
Seniors' group calls for Congress to send $1,400 stimulus checks to Social Security recipients
October 07, 2021
Tags
Consumer spending
Social Security
Politics
From
CNBC.com News
Kevin O’Leary reacts to a 25-year-old earning $515,000 per year: 'This kid got it right'
October 07, 2021
Tags
Make It
Personal Finance
Wages and salaries
From
CNBC.com News
These 8 money moves can help you make up for lost income
October 04, 2021
Tickers
JOBS
Tags
Unemployment
Personal debt
Personal spending
From
CNBC.com News
The debt ceiling deadline has prompted questions about whether Social Security checks will go out. Here's what we know
October 01, 2021
Tags
Personal spending
Personal debt
National security
From
CNBC.com News
A budget is the first step to financial wellness. Here's how to get started
October 01, 2021
Tags
Finance
Personal income
Personal budgeting
From
CNBC.com News
Families with up to $50,000 in income have saved and invested their monthly child tax credit payments, research shows
September 21, 2021
Tags
Personal taxes
Taxes
Savings
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.