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 podcasts
Recent news which mentions podcasts
< Previous
1
2
...
8
9
10
11
12
13
14
15
16
...
26
27
Next >
ETF of the Week: iShares MSCI EAFE Small-Cap ETF (SCZ)
November 22, 2023
Tickers
SCZ
Tags
SCZ
expert insights
etf of the week
From
ETF Trends
CNBC Special Podcast: Disney’s Wildest Ride
November 20, 2023
Tags
Podcasts
From
CNBC.com News
CNBC Special Podcast: Inside Track - The Business of Formula 1
November 20, 2023
Tags
Podcasts
From
CNBC.com News
CNBC Special Podcast: ExxonMobil at the Crossroads
November 20, 2023
Tags
Podcasts
From
CNBC.com News
Power Lunch Podcast
November 20, 2023
Tags
Podcasts
From
CNBC.com News
TDI Podcast: Flow with Curzio (#843)
November 19, 2023
Tags
SHOW NOTES
PODCASTS
From
Disciplined Investor
ETF of the Week: Global X SuperDividend® ETF (SDIV)
November 16, 2023
Tickers
SDIV
Tags
tom lydon
chuck jaffe
Podcasts
From
ETF Trends
VIDEO: ETF of the Week: Vanguard Consumer Discretionary ETF (VCR)
November 13, 2023
Tickers
VCR
Tags
fixed income channel
Video
Vanguard
From
ETF Trends
TDI Podcast: Thrust and Trend Update (#842)
November 12, 2023
Tags
SHOW NOTES
PODCASTS
From
Disciplined Investor
ETF of the Week: Vanguard Consumer Discretionary ETF (VCR)
November 09, 2023
Tickers
VCR
Tags
fixed income channel
expert insights
etf of the week
From
ETF Trends
TDI Podcast: An Investment Carol (#841)
November 05, 2023
Tags
SHOW NOTES
PODCASTS
From
Disciplined Investor
ETF of the Week: BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA)
November 02, 2023
Tickers
HYSA
Tags
institutional income strategies channel
expert insights
BondBloxx
From
ETF Trends
ETF Prime: Crigger on ARK Invest’s Future and More
November 01, 2023
Tickers
ARKG
ARKK
ARKQ
Tags
ARKG
Nate Geraci
ETF Prime
From
ETF Trends
VIDEO: ETF of the Week: VanEck Morningstar Wide Moat ETF (MOAT)
October 30, 2023
Tickers
MOAT
Tags
etf of the week
beyond basic beta channel
tom lydon
From
ETF Trends
TDI Podcast: DiMartino’s Hail Mary (#840)
October 29, 2023
Tags
SHOW NOTES
PODCASTS
From
Disciplined Investor
ETF of the Week: VanEck Morningstar Wide Moat ETF (MOAT)
October 26, 2023
Tickers
MOAT
Tags
VanEck
MOAT
Podcasts
From
ETF Trends
TDI Podcast: Ross Gerber Airs It Out (#839)
October 22, 2023
Tags
SHOW NOTES
PODCASTS
From
Disciplined Investor
ETF of the Week: Grayscale Bitcoin Trust (GBTC)
October 19, 2023
Tickers
BITCOMP
GBTC
USD-BITSTAMP
Tags
gbtc
Grayscale
crypto/grayscale
From
ETF Trends
TDI Podcast: Funding Sustainable Bubbles (#838)
October 15, 2023
Tags
PODCASTS
SHOW NOTES
From
Disciplined Investor
ETF of the Week: RiverFront Strategic Income Fund (RIGS)
October 12, 2023
Tickers
RIGS
Tags
tom lydon
Podcasts
RIGS
From
ETF Trends
TDI Podcast: False Certainties (#837)
October 08, 2023
Tags
PODCASTS
SHOW NOTES
From
Disciplined Investor
ETF of the Week: iMGP DBi Managed Futures Strategy ETF (DBMF)
October 05, 2023
Tickers
DBMF
Tags
expert insights
etf of the week
Managed Futures Channel
From
ETF Trends
Elon Musk Accuses Justin Trudeau Of 'Crushing Free Speech' In Canada
October 01, 2023
Tickers
TECH
Tags
Software & Apps
Canada
Social Media
From
Benzinga
TDI Podcast: Reputational Risk (#836)
October 01, 2023
Tags
PODCASTS
SHOW NOTES
From
Disciplined Investor
ETF of the Week: MUSQ Global Music Industry ETF (MUSQ)
September 28, 2023
Tickers
MUSQ
Tags
chuck jaffe
Podcasts
tom lydon
From
ETF Trends
TDI Podcast: Yentervention (#835)
September 24, 2023
Tags
SHOW NOTES
PODCASTS
From
Disciplined Investor
ETF of the Week: ALPS O’Shares US Small-Cap Quality Dividend ETF (OUSM)
September 21, 2023
Tickers
ALPS
OUSM
Tags
ETF Building Blocks Channel
expert insights
etf of the week
From
ETF Trends
Successful Serial Entrepreneur's Event Aims To Educate, Encourage & Elevate Women Podcasters During National Women's Small Business Month
September 20, 2023
Tags
United States
Women In Business
Multimedia
From
PRLog
TDI Podcast: Energy Transitions (#834)
September 17, 2023
Tags
PODCASTS
SHOW NOTES
From
Disciplined Investor
ETF of the Week: iShares MSCI USA Quality Factor ETF (QUAL)
September 14, 2023
Tickers
QUAL
Tags
etf of the week
expert insights
QUAL
From
ETF Trends
< Previous
1
2
...
8
9
10
11
12
13
14
15
16
...
26
27
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.