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 retirement
Recent news which mentions retirement
< Previous
1
2
...
18
19
20
21
22
23
24
25
26
...
32
33
Next >
While investors can't expect a deal like former baseball star Bobby Bonilla, they can use an annuity to create a stream of income in retirement
July 01, 2023
Tags
Personal finance
Sports
Retirement planning
From
CNBC.com News
The 3 Most Undervalued Retirement Stocks to Buy Now: June 2023
June 29, 2023
Tickers
HPQ
MDT
XOM
Tags
Stocks to Buy
HPQ
Market News
From
InvestorPlace
4 ways to save on cooling costs as a dangerous heat wave grips millions of Americans
June 29, 2023
Tags
Home maintenance
Environment
Retirement
From
CNBC.com News
This 29 Year Old Plans To Retire At Age 35, And He Won't Need A Side Hustle
June 28, 2023
Tags
General
Benzinga Inspire
Market News
From
Benzinga
Social Security phone service disruptions led to dropped calls, longer wait times, report finds
June 28, 2023
Tags
Retirement planning
Personal income
Government spending
From
CNBC.com News
Your 401(k) plan may be worsening climate change, expert says
June 28, 2023
Tags
Breaking News: Politics
Social issues
Environment
From
CNBC.com News
Decision of when to retire has little to do with how much you've saved for retirement, report finds
June 28, 2023
Tags
Investment Strategy
Personal Finance
401(k) plans
From
CNBC.com News
Republicans and Democrats agree Social Security reform needs to happen. But they're divided on how
June 27, 2023
Tags
Government and politics
Personal Finance
Family finances
From
CNBC.com News
Americans think they will need nearly $1.3 million to retire comfortably, study says. How to calculate your own 'magic number'
June 26, 2023
Tags
Personal Finance
Family finances
Inflation
From
CNBC.com News
There Are Flags Rising For Increased Legislative Risk For Retirees And Their Investments
June 22, 2023
Tags
Market News
401(k)
Social Security
From
Benzinga
Why Charles Schwab became a financial 'supermarket'
June 17, 2023
Tags
Investment management
Banks
Family finances
From
CNBC.com News
These early retirement advocates quit their jobs with plenty of money in the bank. Here are their tips for becoming financially independent
June 15, 2023
Tags
Personal investing
Personal finance
Retiree finances
From
CNBC.com News
Social Security cost-of-living adjustment may be 2.7% in 2024, new estimate finds
June 13, 2023
Tags
Social issues
U/S/ Economy
Financial planning for marriage
From
CNBC.com News
Retirees’ biggest fear is outliving their assets, research finds. These tips can help
June 13, 2023
Tags
Personal income
Personnel
Retirement planning
From
CNBC.com News
The rich often misjudge the potency of their retirement savings, says report
June 12, 2023
Tags
Personal Finance
Personnel
Retirement planning
From
CNBC.com News
Confronting aging: How LGBTQ+ seniors can tackle their special caregiving challenges
June 12, 2023
Tags
Retirement
Labor economy
Lifestyle
From
CNBC.com News
Election, Taxes And Your Retirement Income
June 12, 2023
Tags
Personal Finance
2024 election
retirement
From
Benzinga
Nearly half of people under 40 are hoping to retire before they're 60 years old, according to the World Economic Forum
June 09, 2023
Tags
Economic events
Personal finance
Retiree finances
From
CNBC.com News
This Real Estate Investing Strategy Could Add A Nice Boost To Your Retirement Portfolio
June 07, 2023
Tags
Benzinga
Alternative investments
Market News
From
Benzinga
As Republican contenders start to line up for the White House in 2024, Social Security may be key issue
June 07, 2023
Tags
Retirement
Disability benefits
Debt Ceiling
From
CNBC.com News
Use this 401(k) investing strategy to calm your market jitters
June 05, 2023
Tags
Retirement
401(k)
Investment strategy
From
CNBC.com News
Diversification: Don't Miss Out On Your Only Free Lunch
June 05, 2023
Tags
contributors
General
financial independence
From
Benzinga
Time is running out to repay Covid-era 401(k), IRA withdrawals — and claim a tax refund
June 03, 2023
Tags
Labor economy
Retirement
401(k)
From
CNBC.com News
How to manage a big retirement risk amid health-care inflation
June 02, 2023
Tags
Wealth
Labor economy
Retirement
From
CNBC.com News
Here's how to buy Treasury bills as yields top 5%
June 01, 2023
Tags
Treasury bills
The Fed
Retirement
From
CNBC.com News
As retirement confidence drops, experts say focusing on these 4 factors can help
May 31, 2023
Tags
Personal investing
Retiree finances
Personal finance
From
CNBC.com News
3 investing tips as the federal debt ceiling 'X-date' approaches
May 27, 2023
Tags
Investment strategy
Savings
Financial planners
From
CNBC.com News
Are lower-income Americans paying for wealthy consumers' credit card rewards? Some economists say they are
May 27, 2023
Tags
Lifestyle
Credit Spreads
Network 1 Financial Group Inc
From
CNBC.com News
Top 10 States To Retire In: Affordability, Quality Of Life And Health Care Name A Surprising Winner
May 26, 2023
Tags
retirement
States
virginia
From
Benzinga
Thanks to 'vesting' schedules, it can take up to 6 years for workers to own their 401(k) match
May 26, 2023
Tags
Personnel
Retirement planning
Personal Finance
From
CNBC.com News
< Previous
1
2
...
18
19
20
21
22
23
24
25
26
...
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.