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 savings
Recent news which mentions savings
< Previous
1
2
...
10
11
12
13
14
15
16
17
18
...
32
33
Next >
Designer 'dupes' go mainstream as shoppers choose affordability over luxury. 'It just makes more financial sense,' expert says
August 14, 2024
Tags
Personal Finance
Personal saving
Social media
From
CNBC.com News
Trump and Harris both want no taxes on tips. Here's why policy experts don't like the idea
August 13, 2024
Tags
Government taxation and revenue
Tax Planning
Breaking News: Politics
From
CNBC.com News
FAFSA rollout was 'a stunning failure,' college aid expert says. Here's how next year will compare
August 13, 2024
Tags
Personal loans
Investment strategy
Personal finance
From
CNBC.com News
Vance wants to raise the child tax credit to $5,000. Here's why that could be difficult
August 12, 2024
Tags
Savings
Tax Planning
Breaking News: Politics
From
CNBC.com News
59% of Americans wrongly think the U.S. is in a recession, report finds
August 12, 2024
Tags
Inflation
Personal Finance
Recessions and depressions
From
CNBC.com News
Tim Walz vs. JD Vance: What the 2024 presidential running mates could mean for your wallet
August 10, 2024
Tags
Wealth
Taxes
Student Loans
From
CNBC.com News
Trump wants to cut taxes on Social Security — but it could threaten benefits, experts say
August 09, 2024
Tags
Tax planning
Taxes
Wealth
From
CNBC.com News
Here’s how families are covering the rising cost of college
August 07, 2024
Tags
US: News
Higher education
Investing
From
CNBC.com News
Here's how Kamala Harris' running mate Tim Walz could help shape the child tax credit
August 06, 2024
Tags
Government taxation and revenue
Tax Planning
Savings
From
CNBC.com News
Credit card debt hits record $1.14 trillion, New York Fed research shows
August 06, 2024
Tags
Personal Finance
Inflation
Credit Cards
From
CNBC.com News
So much for 'underconsumptioncore,' back-to-school shopping is in full swing — and with it, 'backtoschoolhauls'
August 05, 2024
Tags
Investment strategy
Personal loans
Retail
From
CNBC.com News
How to cut your wedding guest list, according to experts: It's 'the No. 1 way to save money'
August 03, 2024
Tags
Personal finance
Personal saving
Personal loans
From
CNBC.com News
Kamala Harris' tax records reveal 'fairly basic' approach that may have missed savings, advisor says
August 02, 2024
Tags
Tax planning
Taxes
Wealth
From
CNBC.com News
23% of low-income Americans are living without a bank account
August 02, 2024
Tags
Personal saving
Personal finance
Banks
From
CNBC.com News
The expanded child tax credit failed in the Senate. Here's what it means for families
August 01, 2024
Tags
Government taxation and revenue
Savings
Breaking News: Politics
From
CNBC.com News
Working remotely from a cruise ship? Here's why the IRS still expects taxes
August 01, 2024
Tags
Travel
Personal saving
Personal finance
From
CNBC.com News
New bill proposals aim to make it easier for disabled individuals to save money
August 01, 2024
Tags
Disability benefits
Aging and disability services
Savings
From
CNBC.com News
The Federal Reserve sets the stage for a rate cut — here's what that means for your money
July 31, 2024
Tags
Mortgages
Student Loans
Personal Finance
From
CNBC.com News
Here are 3 smart crypto tax moves to consider — whether prices go up or down
July 30, 2024
Tags
Personal saving
Personal taxes
Personal finance
From
CNBC.com News
Bitcoin is up more than 50% this year — here are key crypto tax rules every investor should know
July 29, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
National taxes
Breaking News: Investing
Investing
From
CNBC.com News
Here are some money moves to make before Fed starts cutting interest rates
July 25, 2024
Tags
Investment strategy
Personal finance
Personal saving
From
CNBC.com News
Paid biweekly? August may be a three-paycheck month. Here’s what to do with the 'extra' cash
July 25, 2024
Tags
Roth IRA
Personal Income
Personal Finance
From
CNBC.com News
IRS issues final rules for inherited IRAs — but many are 'missing the boat' on taxes, pro says
July 23, 2024
Tags
Personal Finance
Investing
Breaking News: Investing
From
CNBC.com News
How down payment assistance programs can help clear the path to homeownership
July 23, 2024
Tags
Personal saving
Real estate
Personal finance
From
CNBC.com News
Is the U.S. in a recession? Roughly 3 in 5 Americans think so, report finds
July 23, 2024
Tags
Breaking News: Investing
Investing
Interest Rates
From
CNBC.com News
Here's where Kamala Harris could stand on tax policy, experts say
July 22, 2024
Tags
Presidential elections
Investment strategy
Elections
From
CNBC.com News
How Project 2025 could impact your tax bracket and capital gains under a second Trump term
July 20, 2024
Tags
Government taxation and revenue
Savings
Breaking News: Politics
From
CNBC.com News
Global tech outage hits financial services companies, including Charles Schwab
July 19, 2024
Tags
Breaking News: Investing
Retirement
Investing
From
CNBC.com News
The death of the personal check: As retailers move toward 'check zero,' here's what that means for you
July 19, 2024
Tags
Personal Finance
Personal saving
Personal finance
From
CNBC.com News
Op-ed: Here’s how Taylor Swift’s lyrics can inspire a better budget
July 19, 2024
Tags
Lifestyle
Personal Finance
Savings
From
CNBC.com News
< Previous
1
2
...
10
11
12
13
14
15
16
17
18
...
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.