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
3
4
5
6
7
8
9
...
32
33
Next >
Nvidia’s Jensen Huang thinks U.S. chip curbs failed — and he’s not alone
May 22, 2025
Tags
China Politics
Semiconductors
NVIDIA Corp
From
CNBC.com News
GOP aims to axe EV, green tax credits. Act 'now' to claim the breaks, experts say
May 21, 2025
Tags
Politics
Tax Planning
Personal finance
From
CNBC.com News
Asset managers prepare for the SEC to break down a wall between mutual funds and ETFs
May 20, 2025
Tags
Markets
stocks
Investing
From
CNBC.com News
Nvidia and Tesla ripped higher this week, boosted by Trump's Middle East tour
May 16, 2025
Tags
Advanced Micro Devices Inc
World News
Breaking News: Politics
From
CNBC.com News
Trump administration cuts an additional $450 million in grants to Harvard
May 13, 2025
Tags
White House
Breaking News: Politics
Policy
From
CNBC.com News
After UK and China trade deals, tariff rate still highest since 1934, Yale report says
May 12, 2025
Tags
Personal Finance
Personal finance
Breaking News: Economy
From
CNBC.com News
'We’re living in two separate economies' — why young Americans feel stuck, financially
May 12, 2025
Tickers
LIFE
Tags
US Economy
Retirement planning
Policy
From
CNBC.com News
A 'huge win' for bulls: Markets soar on U.S.-China deal as Wall Street sees more upside
May 12, 2025
Tags
China Politics
World Politics
Global trade
From
CNBC.com News
Lutnick says 10% baseline tariff will stick around for "foreseeable future"
May 11, 2025
Tags
Elections
Politics
Europe Markets
From
CNBC.com News
India and Pakistan agree to immediate ceasefire
May 10, 2025
Tags
Politics
Elections
U/S/ Economy
From
CNBC.com News
Tech's strong ad sales are showing signs of cracking from Trump's trade war
May 09, 2025
Tags
Technology
Breaking News: Technology
Reddit Inc
From
CNBC.com News
Republican candidate in North Carolina Supreme Court race after judge rejects challenge
May 07, 2025
Tickers
LAW
LAWS
Tags
Laws
Elections
Politics
From
CNBC.com News
Democrats push back against Trump's growing crypto empire
May 07, 2025
Tags
Politics
Energy
Crypto
From
CNBC.com News
Trump downplays tariff deals as U.S. trade talks falter
May 06, 2025
Tags
U/S/ Economy
Markets
White House
From
CNBC.com News
Temu and Shein face massive tariffs. But don't count them out of the U.S. e-tail scene, experts say
May 06, 2025
Tags
Retail industry
Supply Chain Management
Economy
From
CNBC.com News
UK announces draft rules for crypto industry, touts greater collaboration with U.S.
April 29, 2025
Tickers
LAW
LAWS
Tags
Europe News
Policy
Finance
From
CNBC.com News
Port of Los Angeles says shipping volume will plummet 35% next week as China tariffs start to bite
April 29, 2025
Tags
Policy
Breaking News: Markets
Breaking News: Economy
From
CNBC.com News
U.S. public schools brace for ‘fiscal cliff’ after surge in hiring meets budget shortfalls
April 22, 2025
Tickers
LIFE
Tags
Primary and secondary education
US Economy
Lifestyle
From
CNBC.com News
Trump tariffs could lead to a summer drop-off in economic activity after an 'artificially high' start, Chicago Fed chief says
April 20, 2025
Tags
Trade
Breaking News: Economy
US Economy
From
CNBC.com News
Trump draft executive order would make sweeping changes to the U.S. State Department
April 20, 2025
Tags
Policy
US: News
Government Agencies
From
CNBC.com News
White House claims letter to Harvard with demands was an 'unauthorized' mistake: NYT
April 19, 2025
Tags
Breaking News: Politics
Policy
Colleges & Universities
From
CNBC.com News
Chip stocks fall as Nvidia, AMD warn of higher costs from China export controls
April 16, 2025
Tags
Politics
Micron Technology Inc
ASML Holding NV
From
CNBC.com News
Google faces £5 billion lawsuit in the UK for abusing 'near-total dominance' in search
April 16, 2025
Tickers
LAW
LAWS
Tags
Law
Laws
Technology
From
CNBC.com News
Meta resorted to 'buy-or-bury scheme' with Instagram and WhatsApp deals, former FTC Chair Lina Khan says
April 14, 2025
Tags
Social media
White House
Internet
From
CNBC.com News
China urges Trump to correct mistakes and heed 'rational voices' on reciprocal tariffs
April 13, 2025
Tags
Politics
Elections
U/S/ Economy
From
CNBC.com News
Tech stocks head for winning week with Nvidia tracking for 15% bounceback
April 11, 2025
Tags
Advanced Micro Devices Inc
Apple Inc
Qualcomm Inc
From
CNBC.com News
Apple drops 4% after notching best day since 1998
April 10, 2025
Tags
White House
Tesla Inc
Micron Technology Inc
From
CNBC.com News
PC shipments increased in first quarter as companies braced for tariffs
April 09, 2025
Tags
Apple Inc
Breaking News: Economy
Enterprise
From
CNBC.com News
Apple bounces 3% after worst losing streak since 2000
April 09, 2025
Tags
Amazon/com Inc
Skyworks Solutions Inc
Apple Inc
From
CNBC.com News
Why the stock market hates tariffs and trade wars
April 08, 2025
Tags
Recession
Breaking News: Economy
Personal Finance
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
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.