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 retail traders
Recent news which mentions retail traders
Robinhood Q1 Earnings Highlights: Record Trading Volumes, Transaction-Based Revenues Up 77%, Gold Subscribers Up 90%
April 30, 2025
Tickers
HOOD
NEWS
Tags
Fintech
Retail Trading
why it's moving
From
Benzinga
5 Robinhood Analysts React To 'Blowout' Q4 Earnings: Can The 'Tremendous Momentum' Continue?
February 13, 2025
Tickers
HOOD
NEWS
Tags
Stories That Matter
retail traders
Trading Ideas
From
Benzinga
GameStop Ahead Of Q3 Earnings: Will Meme Magic Last Or Metrics Rule?
December 06, 2024
Tickers
AMC
GME
TECH
U
Tags
Top Stories
Roaring Kitty
Meme Stock
From
Benzinga
Retail Traders Unfazed By AI Hype, Most Say 2024 Election Is As Relevant To Portfolios As A Magic 8-Ball
October 10, 2024
Tickers
AI
MU
NVDA
SMCI
Tags
election day
Federal Reserve
MU
From
Benzinga
Inflation Stresses Retail Traders As Fed Cuts Look Unlikely, Crypto Doubts Increase: Survey
May 23, 2024
Tickers
AI
ECON
VNQ
XLE
Tags
Federal Reserve
Options
Benzinga
From
Benzinga
Meme Stocks GameStop, AMC Fade In Interest After Roaring Kitty Exit: Here's What WallStreetBets Is Eyeing Next
May 21, 2024
Tickers
AMC
GME
HIMS
NKLA
Tags
TNDM
Benzinga
TSLA
From
Benzinga
Retail Traders Ditch Tesla, Apple, Google For Pharma Stocks Like Ozempic-Maker Novo Nordisk And Eli Lilly: JPMorgan
March 08, 2024
Tickers
AAPL
GOOG
GOOGL
LLY
Tags
MSFT
retail traders
News
From
Benzinga
Retail Traders Are Extra Bullish: Charles Schwab Survey Shows 52% Eye Single Stock Purchases In Q1
February 22, 2024
Tickers
AI
ECON
TECH
XLK
Tags
Market News
Sector ETFs
Top Stories
From
Benzinga
What Retail Traders Really Think About Hawaiian Electric
September 08, 2023
Tickers
AMC
BP
HE
HOT
Tags
stocktwits
Maui
Utility sector
From
Benzinga
The Apes Just Resurrected WeWork Stock: 'It Will Go To The Moon'
August 10, 2023
Tickers
GME
WE
X
Tags
WE
Mid Cap
X
From
Benzinga
AMC Earnings Preview: Grab The Popcorn — Legal Spat Pits Investors Against Meme Stock Brass
February 28, 2023
Tickers
AMC
APE
WMT
Tags
Top Stories
Market News
News
From
Benzinga
A Massive Short Squeeze Is Underway: Bed Bath And A Few Favorites Are In Play
January 11, 2023
Tickers
AMC
APRN
BBBY
CVNA
Tags
AMC
APRN
Small Cap
From
Benzinga
EXCLUSIVE: 'Data Is Becoming Way More Important To Drive Investment Decisions,' Say Nasdaq & iShares Execs On Data Use
December 08, 2022
Tickers
BLK
NDAQ
Tags
Interview
retail traders
NDAQ
From
Benzinga
Yahoo Explores Retail Stock Trading, Sports Betting On Heels Of Taboola Deal
November 29, 2022
Tickers
APO
HOOD
IBKR
TBLA
Tags
Market News
Yahoo
Top Stories
From
Benzinga
Robinhood Launches Index Of Highest-Conviction Stocks: Here Are The Top 10 Holdings
September 09, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
F
APE
MSFT
From
Benzinga
Up In Smoke: Newly Minted Meme Stock Weber Is Getting Torched
August 31, 2022
Tickers
BBBY
WEBR
Tags
Movers
Markets
Mid Cap
From
Benzinga
'Go Back To Your Real Job And Tell Your Mommies': Jim Cramer Takes On GameStop, AMC Investors
July 19, 2022
Tickers
AMC
GME
TWTR
Tags
Jim Cramer
CNBC
Adam Aron
From
Benzinga
SEC Chair Gensler Proposes 'Open And Transparent Auctions' As Alternative To Controversial Payment For Order Flow
June 08, 2022
Tickers
AMC
GME
HOOD
SCHW
Tags
Top Stories
Market News
GME
From
Benzinga
These Are The Top 10 Stocks Held On Robinhood: Where Do Apple, Tesla, AMC And Sundial Rank?
March 27, 2022
Tickers
AAL
AAPL
AMC
AMZN
Tags
cannabis stocks
AAL
Trading Ideas
From
Benzinga
Retail-Investor Focus Shifted From Dogecoin To Equities In Q3, Says Robinhood As Crypto Revenue Takes A Hit
October 27, 2021
Tickers
HOOD
Tags
Benzinga
HOOD
Cryptocurrency
From
Benzinga
Is Algorithmic Trading Accessible To Retail Traders?
September 15, 2021
Tickers
TECH
Tags
Cryptocurrency
Partner Content
Market News
From
Benzinga
AMC Entertainment Traders Shrug Off Latest Hedge Fund Short
August 05, 2021
Tickers
AMC
GME
Tags
GME
Market News
Benzinga
From
Benzinga
ARKF ETF Continues to Climb Thanks to Surging Robinhood Shares
August 04, 2021
Tickers
ARKF
HOOD
IPO
Tags
ARK
Renaissance
Cathie Wood
From
ETF Trends
Robinhood Gets $32B Valuation As It Prices IPO At Lower End Of Range — Lack Of Investor Interest Or A 'Conscious Decision?'
July 28, 2021
Tickers
AMC
BCS
C
GME
Tags
Market News
BCS
GME
From
Benzinga
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.