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 speaker
Recent news which mentions speaker
TCAA Welcomes Adolfo Gomez Sanchez to Its Family of Talented Speakers
June 24, 2025
Tags
Speaker
Telecom
C/Suite Coach
From
PRLog
Mister Motivation Brings the Resilience Revolution Tour to Delaware Schools
February 09, 2025
Tags
Education
Speaker
United States
From
PRLog
Executive Coach Gina Martin Wins Gold Stevie® Award In 2024 Stevie Awards For Women In Business
November 17, 2024
Tags
New York City
Consumer
Organizational Consultant
From
PRLog
Marjorie Taylor Greene Insists 'Motion To Vacate' Mike Johnson's Speakership Is Inevitable: 'Do The Right Thing To Resign And Allow Us To Move Forward'
April 22, 2024
Tickers
NEWS
Tags
Mike Jhonson
Benzinga
speaker
From
Benzinga
Bev Jennings selected as VIP Speaker at Global Women Thrive Summit 2024
March 16, 2024
Tickers
WBE
Tags
Books
Sustainability
Women
From
PRLog
Rosann Santos CPC Explains Leadership Through Authenticity to Audiences Worldwide
November 01, 2023
Tags
Society
Skills
Seminars
From
PRLog
There's Tremendous Value in Being a Benchwarmer Says Millennial Author
August 17, 2023
Tickers
LIFE
Tags
Media
Authors
Inspirational
From
PRLog
Paul Wolfe Joins Talent Concierge Artists Agency
April 03, 2023
Tags
Work Culture
Los Angeles
Author
From
PRLog
Award-winning author, Roslyn Franken to give presentation on her book Meant to Be at the Florida Holocaust Museum
February 22, 2023
Tags
Award/winning
Author
World War Ii
From
PRLog
Chris Waddell Joins Talent Concierge Artists Agency
January 30, 2023
Tags
Motivation
United States
Keynote
From
PRLog
Talent Concierge Welcomes Meagan O'Nan into the Agency
August 31, 2022
Tags
Corporate Conference
Motivational Speaker
Los Angeles
From
PRLog
Leadership Reimagined: What You Need to Know
August 10, 2022
Tags
Women
Speaker
Community Organizer
From
PRLog
Keynote Speaker Rosann Santos Explains the History of Hispanic Heritage Month
May 31, 2022
Tags
Coaching
New York
United States
From
PRLog
If Leaders Bring Only One Thing to their Teams During these Uncertain Times, It Should be Confidence: Here's How
February 28, 2022
Tags
Lifestyle
Australia
Speaker
From
PRLog
Physician & Coach Dr. Cindy Tsai: How To Avoid Burnout Now
February 15, 2022
Tickers
CALM
Tags
ease
burnout
Wellness
From
PRUnderground
Eddie Turner Ranked #9 Motivational Speaker In The World By Global Gurus!
February 11, 2022
Tickers
DEI
MEN
Tags
Leadership
Human resources
Executive
From
PRLog
Author, Speaker, and Breast Cancer Survivor Kimberly S. Reed Publishes Advice on How to Thrive in the New Year
December 28, 2021
Tags
Speaker
optimism
Inpirational
From
PRUnderground
Navigating Grief Through Humor: Bestselling Author Releases New Book For Widows And Widowers
December 13, 2021
Tags
United States
Book Signing
Health And Wellness
From
PRLog
PTSD expert, Dr. Harry Croft, tackles fear of public speaking for medical professionals with breakthrough keynote: Better Presentations, Less Anxiety
October 28, 2021
Tags
Association
Speaker
Conference
From
PRLog
Shattering the Happiness Illusion: The Dawn of the Joy Revolution Is Redefining Success
October 04, 2021
Tickers
JOY
Tags
Happiness
Speaker
Women
From
PRLog
Author, Speaker, and Breast Cancer Survivor Kimberly S. Reed To Join Former Philadelphia 76ers President Pat Croce on Panel at B. PHL Fest
September 28, 2021
Tags
Speaker
optimism
Optimist Always Win
From
PRUnderground
Reed Development Group Founder and CEO Kimberly S. Reed Recognized as Top ROI-NJ Influencer
September 27, 2021
Tags
Optimist Always Win
Inpirational
Kimberly S/ Reed
From
PRUnderground
Roku debuts new Streaming Stick 4K bundles, software update with voice and mobile features
September 20, 2021
Tickers
LUNA
NOW
ROKU
Tags
roku
apple tv app
Hardware
From
TechCrunch
Check out who’s coming to TC Sessions: SaaS 2021
September 07, 2021
Tickers
TC
VP
Tags
as/a/service
cloud computing
Javier Soltero
From
TechCrunch
Co-Parenting Expert & Founder Of The Price Dynamic, Alysha Price, Provide Effective Tools For Coparenting Families In Her Book, It’s Not Complicated
September 02, 2021
Tags
Relationships
Parenting & Mothers
parenting
From
PRUnderground
LOVE unveils a modern video messaging app with a business model that puts users in control
August 25, 2021
Tickers
APPS
CEO
LOVE
Tags
Co/founder
Love
Messenger
From
TechCrunch
Apple launches a new iOS app, ‘Siri Speech Study,’ to gather feedback for Siri improvements
August 20, 2021
Tickers
APPS
BANK
ITALY
SIRI
Tags
artificial intelligence
sensor tower
india
From
TechCrunch
Twitter adds support for Twitter Spaces to its rebuilt API
August 18, 2021
Tickers
API
APPS
Tags
Twitter Spaces
Apps
Social
From
TechCrunch
Reserve your demo table at TC Sessions: SaaS 2021 today
August 17, 2021
Tickers
SAAS
TC
VP
Tags
computing
business models
Speaker
From
TechCrunch
Twitter Spaces now let you invite co-hosts
August 05, 2021
Tickers
TC
Tags
operating systems
leader
internet culture
From
TechCrunch
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.