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 why it's moving
Recent news which mentions why it's moving
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Nio's Firefly Stuns With 30 Hour Sellout Of Special Edition EV
August 27, 2025
Tickers
ASIA
EVS
NEWS
NIO
Tags
Equities
SDA
Asia
From
Benzinga
BioXcel Seeks FDA Label Expansion For Schizophrenia Treatment
August 27, 2025
Tickers
BTAI
NEWS
Tags
News
Biotech
Trading Ideas
From
Benzinga
Okta Stock Rises On Strong Earnings And Upgraded Outlook
August 27, 2025
Tickers
NEWS
OKTA
Tags
News
Benzinga
Market News
From
Benzinga
Nvidia Faces Growing Threat As China Accelerates Chipmaking Push
August 27, 2025
Tickers
ASIA
NEWS
NVDA
TECH
Tags
Market News
Benzinga
Top Stories
From
Benzinga
Why Canada Goose (GOOS) Stock Is Surging Wednesday
August 27, 2025
Tickers
GOOS
NEWS
Tags
Market News
Benzinga
News
From
Benzinga
JM Smucker Sees Profit Pressure But Raises Annual Sales Outlook
August 27, 2025
Tickers
NEWS
SJM
Tags
News
Market News
why it's moving
From
Benzinga
Williams-Sonoma Lifts 2025 Sales Outlook Despite Tariff Pressures
August 27, 2025
Tickers
NEWS
WSM
Tags
Movers
Guidance
why it's moving
From
Benzinga
What's Going On With Abercrombie & Fitch Company Stock Today?
August 27, 2025
Tickers
ANF
NEWS
Tags
News
Retail Sales
Market News
From
Benzinga
World's Biggest Gold Miner Newmont Weighs Thousands Of Job Cuts As Cost Pressures Mount
August 27, 2025
Tickers
AEM
NEM
NEWS
Tags
AEM
News
Media
From
Benzinga
Cracker Barrel Stock Is Climbing Wednesday: What's Going On?
August 27, 2025
Tickers
CBRL
NEWS
Tags
why it's moving
CBRL
Movers
From
Benzinga
MongoDB Stock Is Soaring Wednesday: Here's Why
August 27, 2025
Tickers
MDB
NEWS
Tags
Movers
why it's moving
News
From
Benzinga
Kohl's Raises Outlook After Sephora Rollout
August 27, 2025
Tickers
KSS
NEWS
Tags
Market News
General
Benzinga
From
Benzinga
American Eagle Stock Pops On Travis Kelce Collaboration
August 27, 2025
Tickers
AEO
NEWS
Tags
News
AEO
Market News
From
Benzinga
Photronics Sees Bright Outlook As CEO Emphasizes Focus On Efficiency And Growth
August 27, 2025
Tickers
NEWS
PLAB
TECH
Tags
Benzinga
Market News
Top Stories
From
Benzinga
OpenAI Risks Losing SoftBank Billions As Microsoft Dispute Threatens 2026 Restructure
August 27, 2025
Tickers
AAPL
MSFT
NEWS
SFTBF
Tags
Media
News
Market News
From
Benzinga
Meta Doubles Down On AI With $50 Billion Data Center, Faces Backlash Over Energy Demands
August 27, 2025
Tickers
ETR
META
NEWS
TECH
Tags
Market News
Benzinga
WMT
From
Benzinga
MongoDB Inc Surges 29.85% In Pre-Market Trading: What's Going On?
August 27, 2025
Tickers
MDB
NEWS
Tags
MDB
Market News
Benzinga
From
Benzinga
MongoDB's CEO Shocks Wall Street By Saying AI Workloads Not A 'Material Driver Yet' As Fortune 500 Clients Power Growth
August 27, 2025
Tickers
MDB
TECH
Tags
MDB
Market News
Benzinga
From
Benzinga
Nukkleus Stock Drops Over 7% After Hours: What's Going On?
August 27, 2025
Tickers
NEWS
NUKK
Tags
Market News
Benzinga
why it's moving
From
Benzinga
BioXcel Stock Surges 19% In After-Hours Trading: What You Need To Know
August 27, 2025
Tickers
BTAI
NEWS
Tags
Markets
why it's moving
Market News
From
Benzinga
Titan Pharmaceuticals Stock Surges 23% After Hours on Stockholder Approval of Three-Way Merger
August 27, 2025
Tickers
NEWS
TTNP
Tags
Biotech
News
Markets
From
Benzinga
NovaBay Pharmaceuticals Stock Soars 48% After Hours, Following Special Dividend Declaration
August 27, 2025
Tickers
NBY
NEWS
SEC
Tags
Biotech
News
Management
From
Benzinga
Cracker Barrel Stock Spikes Over 7% After Bringing Back The Old Logo, Trump Commentary
August 26, 2025
Tickers
CBRL
NEWS
Tags
Equities
After/Hours Center
Benzinga
From
Benzinga
Snowflake Stock Is Moving Higher After Hours: Here's Why
August 26, 2025
Tickers
MDB
NEWS
SNOW
TECH
Tags
News
SNOW
Earnings
From
Benzinga
EchoStar Stock Continues To Rise: What's Driving The Momentum?
August 26, 2025
Tickers
NEWS
SATS
T
TECH
Tags
Movers
Tech
why it's moving
From
Benzinga
nCino Stock Rallies After Q2 Earnings Beat Estimates
August 26, 2025
Tickers
NCNO
NEWS
TECH
Tags
Earnings
Fintech
After/Hours Center
From
Benzinga
Box Beats Q2 Earnings Estimates, Shares Climb On 'Strong' AI Momentum
August 26, 2025
Tickers
AI
BOX
NEWS
TECH
Tags
After/Hours Center
Earnings
Benzinga
From
Benzinga
PVH Stock Climbs After Q2 Earnings Beat Estimates: Details
August 26, 2025
Tickers
NEWS
PVH
Tags
why it's moving
fashion
Movers
From
Benzinga
UnitedHealth Stock Falls As Department Of Justice Criminal Probe Expands To Optum Rx: Report
August 26, 2025
Tickers
NEWS
UNH
Tags
News
Government
Legal
From
Benzinga
MongoDB Stock Soars On Strong Q2 Earnings Beat, Raised Guidance
August 26, 2025
Tickers
MDB
NEWS
TECH
Tags
why it's moving
Movers
Tech
From
Benzinga
< 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.