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 policy
Recent news which mentions policy
< Previous
1
2
...
21
22
23
24
25
26
27
28
29
...
32
33
Next >
As Republican contenders start to line up for the White House in 2024, Social Security may be key issue
June 07, 2023
Tags
Social Security
Elections
Retiree finances
From
CNBC.com News
Lawmakers worry Medicare Alzheimer's plan won't ensure access to new treatments
June 06, 2023
Tags
Business News
Disease outbreaks
U/S/ Economy
From
CNBC.com News
Merck sues Biden administration over Medicare drug price negotiations
June 06, 2023
Tags
Politics
Biotechnology
Medicare health plans
From
CNBC.com News
Moderna cancer vaccine used with Merck Keytruda reduces risk of deadly skin cancer spreading
June 05, 2023
Tags
Politics
Biotechnology
Breaking News: Business
From
CNBC.com News
FDA allows temporary import of unapproved Chinese cancer drug to ease U.S. shortage
June 02, 2023
Tags
U/S/ Economy
Cancer
Social issues
From
CNBC.com News
'Everyone can see the reality' in Ukraine except for Putin, UK defense minister says
June 02, 2023
Tags
Politics
Defense
Breaking News: Politics
From
CNBC.com News
Medicare details plan to cover Alzheimer's treatments
June 01, 2023
Tags
Politics
Biotechnology
Epidemics
From
CNBC.com News
Money stored in payment apps like Venmo may be more vulnerable than bank deposits, CFPB says
June 01, 2023
Tags
Breaking News: Politics
Politics
U/S/ Economy
From
CNBC.com News
FDA considers temporary cancer drug imports from unapproved companies to ease U.S. shortage
June 01, 2023
Tags
Health & Science
Science
Pandemics
From
CNBC.com News
Wage hikes may have been a key driver of inflation. They may now be fueling mass layoffs
June 01, 2023
Tickers
JOBS
LIFE
Tags
Life
Willis Towers Watson PLC
Politics
From
CNBC.com News
Moscow does not have a 'veto against NATO enlargement,' NATO's Stoltenberg says
June 01, 2023
Tags
Policy
Breaking News: Politics
Europe Economy
From
CNBC.com News
FDA approves Pfizer RSV vaccine for older adults
May 31, 2023
Tags
Epidemics
GSK plc
Policy
From
CNBC.com News
FTC's Lina Khan presses ahead with sprawling antitrust plans in the face of GOP opposition
May 31, 2023
Tags
U/S/ Economy
Monopoly and antitrust
Antitrust regulation
From
CNBC.com News
Dimon calls for Washington-Beijing engagement in first China visit since 2021 controversy
May 31, 2023
Tags
Wall Street
Breaking News: Politics
China Economy
From
CNBC.com News
Sen. Tim Scott pushes bill that would require disclosure of apps' country of origin
May 30, 2023
Tags
Apple Inc
Policy
Breaking News: Politics
From
CNBC.com News
House Democrats reintroduce bill targeting stock buybacks
May 25, 2023
Tags
Congress
US Economy
Alphabet Inc
From
CNBC.com News
Scientists propose long Covid definition based on key symptoms in large study
May 25, 2023
Tags
Disease outbreaks
COVID/19
Biotech and Pharmaceuticals
From
CNBC.com News
The U.S. isn't the only country with a debt ceiling. Here's how Denmark avoids the drama
May 24, 2023
Tags
Politics
Policy
Europe Politics
From
CNBC.com News
CFPB slaps Citizens Bank with $9 million fine for mismanaging fraud complaints
May 23, 2023
Tags
Securities fraud
US Top News and Analysis
Congress
From
CNBC.com News
House Dems, looking to renew plan to expand Social Security, say debt ceiling fight 'hurts seniors the most'
May 23, 2023
Tags
Legislation
Labor economy
Disability benefits
From
CNBC.com News
New HIV infections decline in U.S. but most people at risk are not receiving prevention drugs
May 23, 2023
Tags
Epidemics
Business News
Breaking News: Business
From
CNBC.com News
'Hard choices' will need to be made about which bills go unpaid if the debt ceiling is not raised, Yellen says
May 21, 2023
Tickers
LAW
LAWS
Tags
Politics
White House
Laws
From
CNBC.com News
How UnitedHealth Group grew bigger than the nation's biggest banks
May 20, 2023
Tickers
LIFE
Tags
Molina Healthcare Inc
U/S/ Economy
UnitedHealth Group Inc
From
CNBC.com News
As Democrats update their plan for national paid family and medical leave, here's what it could mean for workers
May 18, 2023
Tags
Personnel
Personal income
Personal Finance
From
CNBC.com News
CDC urges mpox vaccination among people at high risk to prevent summer surge
May 18, 2023
Tags
Biotechnology
Politics
Coronavirus
From
CNBC.com News
Sen. Elizabeth Warren presses regulators for answers on First Republic takeover
May 18, 2023
Tags
Breaking News: Politics
Politics
U/S/ Economy
From
CNBC.com News
How the U.S. and South Africa ended up in a dispute over Russian gunrunning allegations
May 18, 2023
Tags
Breaking News: Economy
World Economy
Economy
From
CNBC.com News
Sudan one month on: Why cease-fires are failing, and what global leaders are missing
May 17, 2023
Tickers
LIFE
Tags
World News
Foreign policy
Wars and Military Conflicts
From
CNBC.com News
New York AG Letitia James leads multi-state effort defending CFPB to the Supreme Court
May 16, 2023
Tags
Breaking News: Politics
Supreme Court (U/S/)
U/S/ Economy
From
CNBC.com News
Debt ceiling woes point to need for Social Security, Medicare reform, experts say
May 16, 2023
Tags
Government debt
Personal income
Personal Finance
From
CNBC.com News
< Previous
1
2
...
21
22
23
24
25
26
27
28
29
...
32
33
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.