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 phoenix
Recent news which mentions phoenix
< Previous
1
2
3
4
5
6
Next >
August 2022 Financial Market Review
September 13, 2022
Tags
Business
Financial
Phoenix
From
PRLog
Trajan Wealth's July 2022 Market Review
September 12, 2022
Tags
Arizona
United States
Investment
From
PRLog
Arizona Technology Council Announces 2022 Outstanding Tech Senator, Representative and Tech 10 Champions Award Recipients
September 06, 2022
Tags
Government
Technology
Award
From
PRLog
Arizona Technology Council Celebrates its 20-Year Anniversary as the Premier Technology Industry Association in the State
August 29, 2022
Tags
Technology
Phoenix
Anniversary
From
PRLog
Arizona Technology Council Wins 2022 TECNA Innovation Award for Innovation in Diversity, Equity and Inclusion
August 22, 2022
Tags
Technology
Government
Phoenix
From
PRLog
Arizona Fireplaces Ranks No. 3277 on the 2022 Inc. 5000 Annual List
August 16, 2022
Tickers
HOME
Tags
Letsgather
United States
Outdoor Living
From
PRLog
APS and PayPal Executives Elected to Arizona Technology Council Board of Directors
July 29, 2022
Tags
United States
Arizona
Board of Directors
From
PRLog
Universal Solar to Open PV Module Factory in Panama; 400 MW in Orders Already Received
July 26, 2022
Tickers
ASIA
Tags
Module
Environment
Near/shoring
From
PRLog
Valley Sleep Center Welcomes Dr. Donald Townsend, PHD Board Certified: Sleep Medicine
July 12, 2022
Tags
Valley Sleep Center
Cpap
Donald Townsend Phd
From
PRLog
2022 Vote TechSmart Guide Endorsing Pro-Technology Arizona Legislative Candidates Published by the Arizona Technology Council
July 11, 2022
Tags
Election
Voting guide
United States
From
PRLog
Arizona Technology Council Announces 2022 Endorsements of Legislature Candidates
July 05, 2022
Tags
Endorsement
United States
Arizona
From
PRLog
GoodLoan.io announces new program to unlock up to $500,000 for Home Equity Investment
June 28, 2022
Tickers
HOME
Tags
GoodLoan/io
Bad Credit HELOC
Mortgage
From
PRLog
Arizona Technology Council's Q1 2022 Technology Impact Report Reveals Steady Year-Over-Year Growth Across Key Industry Metrics
June 16, 2022
Tickers
DATA
Tags
Data
Industry Report
Technology
From
PRLog
Arizona Technology Council and Local Technology Leaders Meet with Senator Kyrsten Sinema for Clean-Energy Business Roundtable
May 17, 2022
Tags
Phoenix
Environment
Clean Technology
From
PRLog
Cummings Graduate Institute Joins Second National 'Mental Health Action Day' to Drive Culture of Mental Health from Aware
May 10, 2022
Tags
DBH
Mental Health Action Day
Phoenix
From
PRLog
Honeywell and Raytheon Executives Elected to the Arizona Technology Council Board of Directors
April 29, 2022
Tags
Arizona
United States
Technology
From
PRLog
Valley Sleep Center Presents: The Connection Between Heart Health & Sleep | A FREE Educational Event!
April 25, 2022
Tags
Sleep Coach
Heart Health
Arizona
From
PRLog
DYNAPURE CBD is Hosting Grand Opening Event in Phoenix, AZ 4/10/22 11 am-3 pm
March 31, 2022
Tickers
CBD
FOOD
HEMP
Tags
Arizona
Cbd
Hemp
From
PRLog
India's "Undiscovered" Hyderabad Golf Club Selects Richardson | Danner for Major Renovation
March 29, 2022
Tickers
GOLF
Tags
Arizona
Golf Course Architecture
Golf Travel
From
PRLog
Apple Users In Arizona Can Now Store And Tap Their IDs On Digital Wallet To Clear Airport Security
March 23, 2022
Tickers
AAPL
TECH
Tags
Benzinga
Apple Watch
Phoenix
From
Benzinga
LifeGuides® Honored as “100 Best Arizona Companies” of the Future
March 23, 2022
Tags
public benefit corporation
Derek Lundsten
James Madison University
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Continuing Education Focused on Diversity, Equity and Cultural Competency in Healthcare Now Available from Cummings Graduate Institute
March 14, 2022
Tags
Education
Arizona
Masters In Healthcare Leadership
From
PRLog
Valley Sleep Center Celebrates Dr. Lulu Guo Double Board Certified: Family Medicine, Sleep Medicine
March 10, 2022
Tags
Abfm
Medical
Business
From
PRLog
Arizona Technology Council Partners with The University of Arizona Online to Provide 10% Tuition Savings to Member Company Employees
March 02, 2022
Tags
United States
Education
Arizona
From
PRLog
Jeff Zink for Congress AZ C3 response to Ruben Gallego
February 23, 2022
Tags
#EvictRuben
Phoenix
Government
From
PRLog
Have Cancer and Need to have Surgery?
February 19, 2022
Tickers
HOME
Tags
Health
#painfree
United States
From
PRLog
Cummings Graduate Institute for Behavioral Health Studies Approved as an ASWB Accredited Continuing Education (ACE) Provider
February 17, 2022
Tickers
CGI
Tags
Cummings Institute
Cgi
United States
From
PRLog
TriCIS and CP North America Announce Partnership to Engineer and Manufacture Secure Mobile Workstations
February 15, 2022
Tags
Rugged Computing
Mobile Workstations
Computing
From
PRLog
Cummings Graduate Institute for Behavioral Health Studies Approved as a NBCC Accredited Continuing Education Provider
February 10, 2022
Tags
Education
Arizona
Mental Health Courses
From
PRLog
Is This A Good Time To Buy Or Sell A Home? Pessimism Is Rising In The Housing Market
February 08, 2022
Tickers
FNMA
RDFN
Tags
RDFN
Housing Market
FNMA
From
Benzinga
< Previous
1
2
3
4
5
6
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.