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
...
6
7
8
9
10
11
12
13
14
...
17
18
Next >
Here's why you may want to say 'no' to a store credit card offer this holiday shopping season
November 23, 2022
Tags
Credit card debt
Personal saving
Black Friday
From
CNBC.com News
Even as the midterm election results were 'positive for seniors,' some worry about Social Security amid debt ceiling negotiations
November 19, 2022
Tags
Social issues
National debt
Personal saving
From
CNBC.com News
Interest rates on retail credit cards are 'crazy high,' with some topping 30%. 4 things to consider before opening one
November 15, 2022
Tags
Personal Income
Personal saving
Credit Cards
From
CNBC.com News
This 52-year-old early retiree left the U.S. for Portugal—a look at his typical day: 'It's pretty affordable'
November 12, 2022
Tags
Personal investing
Local food
Make It
From
CNBC.com News
An elite New York restauranteur on why luxury spending isn't the key to making people happy
November 05, 2022
Tags
Leadership
Consumer spending
Restaurants
From
CNBC.com News
This Social Security quiz can help test how much you know about benefits before you claim
November 01, 2022
Tags
Consumer spending
Retiree finances
Personal spending
From
CNBC.com News
'The biggest takeaway is just discipline.' What it takes to build wealth, according to top financial advisors
October 27, 2022
Tags
Personal income
Personal finance
Inflation
From
CNBC.com News
Americans now say they will need $1.25 million to retire comfortably, survey finds
October 25, 2022
Tags
Personal Income
Personal saving
Personal investing
From
CNBC.com News
55% of working Americans feel they are behind on retirement savings. Here's how to catch up
October 24, 2022
Tags
Personal spending
Retirement
Wages and salaries
From
CNBC.com News
Social Security benefits are set to rise by more than $140 per month in 2023. Here's how to find out how much more money you may receive
October 21, 2022
Tags
Government pensions and social security
Financial planning for marriage
Inflation
From
CNBC.com News
What a record 8.7% Social Security cost-of-living adjustment could mean for taxes on benefits
October 20, 2022
Tags
Personal taxes
Taxes
Personal Finance
From
CNBC.com News
IRS sends letters to more than 9 million who could miss out on valuable 2021 tax credits. Here's how to claim that money
October 17, 2022
Tags
Government taxation and revenue
Personal investing
Parenting
From
CNBC.com News
This family owns a 'princess cottage' in Disney World's gated community—where homes sell for $12 million: Take a look inside
October 15, 2022
Tags
Home design
Entertainment
Make It
From
CNBC.com News
Social Security record 8.7% cost-of-living adjustment for 2023 could put pressure on the program's funds, some experts say
October 14, 2022
Tags
Financial planning
Financial planning for marriage
Income Tax
From
CNBC.com News
Even amid inflation and recession worries, there are opportunities to build wealth, top-ranked advisors say
October 14, 2022
Tags
Personal spending
Investment strategy
US Economy
From
CNBC.com News
Social Security cost-of-living adjustment will be 8.7% in 2023, highest increase in 40 years
October 13, 2022
Tags
Financial consulting
Financial planning for marriage
Income Tax
From
CNBC.com News
39-year-old millionaire shares why he 'regrets' paying off his 2 home mortgages: 'I felt trapped'
October 12, 2022
Tags
Make It / Money
Personal investing
Personal spending
From
CNBC.com News
Free weekly credit reports are available through the end of 2023. Why you may want to check yours now
October 11, 2022
Tags
Personal debt
Personal Finance
Credit Cards
From
CNBC.com News
Social Security's cost-of-living increase for 2023 would be largest in 40 years. Here's what that means for benefits
October 10, 2022
Tags
Personal investing
Medicare health plans
Social issues
From
CNBC.com News
As more consumers go cashless, here's why you may still want to have some money handy
October 06, 2022
Tags
Personal saving
Personal Finance
Personal debt
From
CNBC.com News
The price of butter is sky-high and 'not going to come down,' says supply chain expert—here's why
October 05, 2022
Tags
Make It
Labor issues
Make It / Spend
From
CNBC.com News
Biden's student loan forgiveness plan will cost $379 billion over 30 years, Education Department estimates
October 05, 2022
Tags
Personal Finance
Family finances
Personal debt
From
CNBC.com News
Self-made millionaire who retired early: 'Do these 5 things now or you'll regret it later in life'
October 05, 2022
Tags
Personal finance
Personal spending
Lifestyle
From
CNBC.com News
Here's why protecting Social Security may be a consensus issue for key group of women voters in the midterm elections
October 04, 2022
Tags
Personnel
Family finances
Personal debt
From
CNBC.com News
Dishonesty around money could be a relationship killer, couples say. Here's what successful partners do differently
September 30, 2022
Tags
Personal Finance
Family finances
Personal debt
From
CNBC.com News
A nutritionist shares the 6 frozen foods she always buys: 'They're just as healthy—and cheaper than fresh'
September 30, 2022
Tags
Low/fat diets
Food science
Personal spending
From
CNBC.com News
Savings rates climb to levels not seen since 2009. Here's how to get the best return on your money
September 26, 2022
Tags
Savings
Credit unions
Financial planning for marriage
From
CNBC.com News
Self-made millionaire credits his wealth to these 4 'unpopular' money rules: 'Don't buy anything you can lease'
September 20, 2022
Tags
Home buying
Personal income
Make It
From
CNBC.com News
One-time presidential pardon will not do much to alleviate student debt crisis, economists say. These changes may be a better solution
September 19, 2022
Tags
Student Loans
Student finances
Education
From
CNBC.com News
Million-dollar homes losing luxury status as buyers get less space for their money, research finds
September 02, 2022
Tags
Consumer spending
Financials
Home sales
From
CNBC.com News
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
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.