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
Articles published by Investor Brand Network
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
420 with CNW — Marijuana Sales Record Major Spike on 4/20
Today 16:25 EDT
Via
Investor Brand Network
Topics
Cannabis
Tickers
CSE:TRUL
TCNNF
RockBreaks – CMX Gold & Silver Corp. (CSE: CXC) (OTC: CXXMF) Eyes 2026 as Pivotal Year
Today 14:38 EDT
Via
Investor Brand Network
Tickers
CSE:CXC
CXXMF
BioMedNewsBreaks — Cardio Diagnostics Holdings Inc. (NASDAQ: CDIO) Targets Precision Cardiology with Multi-Omic AI Platform
Today 14:03 EDT
Via
Investor Brand Network
Topics
Artificial Intelligence
Tickers
CDIO
TechMediaBreaks – Xeriant, Inc. (OTCQB: XERI) Reports Strong Industry Interest in Fire-Retardant Technology Platform
Today 12:05 EDT
Via
Investor Brand Network
Tickers
XERI
TinyGemsBreaks – Frontieras North America Closes $25M Reg A+ Offering, Moves to Expand to $75M Ceiling
Today 11:40 EDT
Via
Investor Brand Network
Topics
Energy
Chinese Regulators Block Meta from Acquiring Manus
Today 10:05 EDT
Via
Investor Brand Network
Topics
Artificial Intelligence
Tickers
QBTS
LaFleur Minerals Inc. (CSE: LFLR) (OTCQB: LFLRF) Secures Terms for Financing and Offtake of Gold Doré with Trafigura Canada Limited
Today 10:35 EDT
Via
Investor Brand Network
Tickers
CSE:LFLR
LFLRF
Growing Copper Inventories Put Bearish Cloud on Markets
Today 10:05 EDT
Via
Investor Brand Network
Toyota Records 139% Jump in EV Sales as Oil Crisis Deepens
Today 10:05 EDT
Via
Investor Brand Network
Tickers
LCID
TM
TSLA
House Hearing Puts Hospital CEOs on the Spot Over Exorbitant Charges
Today 10:05 EDT
Via
Investor Brand Network
Tickers
BMWYY
Experts Say Offshore Wind Energy Needs to Be Leveraged More
Today 10:05 EDT
Via
Investor Brand Network
Topics
Economy
Emissions
Tickers
VMAR
Senate Democrats Demand Strict Executive Controls in Landmark Crypto Legislation
Today 10:05 EDT
Via
Investor Brand Network
Topics
Government
Tickers
FUFU
Why Semiconductor Fabrication Heavily Depends on Cooling Hardware
Today 10:05 EDT
Via
Investor Brand Network
Tickers
NVDA
Bitcoin Funds Received Almost a Billion in Inflows Last Week
Today 10:05 EDT
Via
Investor Brand Network
Tickers
RIOT
BioMedNewsBreaks – Telomir Pharmaceuticals (NASDAQ: TELO) Receives FDA IND Clearance for Telomir-Zn in Triple-Negative Breast Cancer
Today 9:55 EDT
Via
Investor Brand Network
Tickers
BMWYY
TELO
MissionIRNewsBreaks – Datavault AI Inc. (NASDAQ: DVLT) Announces Strategic Gold Transaction and $150M+ Tokenization Program with King Mining Capital
Today 9:51 EDT
Via
Investor Brand Network
Topics
Artificial Intelligence
Tickers
DVLT
Arctic Begins Federal Permitting: Trilogy Metals Inc.’s (NYSE American: TMQ) (TSX: TMQ) Joint Venture Advances One of America’s Highest-Grade Undeveloped Copper Projects
Today 9:50 EDT
Via
Investor Brand Network
Tickers
ASX:S32
TMQ
TSX:TMQ
TechMediaBreaks – Perpetuals.com Ltd (NASDAQ: PDC) CEO to Present at Emerging Growth Conference
Today 9:45 EDT
Via
Investor Brand Network
Topics
Artificial Intelligence
Tickers
PDC
Web3MediaBreaks – Datavault AI Inc. (NASDAQ: DVLT) Announces Strategic Gold Transaction and $150M+ Tokenization Program with King Mining Capital
Today 9:35 EDT
Via
Investor Brand Network
Topics
Artificial Intelligence
Tickers
DVLT
InvestorNewsBreaks – Oncotelic Therapeutics, Inc. (OTCQB: OTLC) Advances AI and Robotics Platform Toward Initial Commercial Deployment
Today 9:35 EDT
Via
Investor Brand Network
Topics
Artificial Intelligence
Intellectual Property
Tickers
OTLC
MissionIRNewsBreaks – D-Wave Quantum Inc. (NYSE: QBTS) to Host First-Ever Investor Day at the New York Stock Exchange
Today 9:27 EDT
Via
Investor Brand Network
Topics
Supply Chain
Tickers
QBTS
NetworkNewsBreaks – HeartBeam Inc. (NASDAQ: BEAT) to Host Q1 2026 Earnings Call and Provide Strategic Updates
Today 9:25 EDT
Via
Investor Brand Network
Topics
Artificial Intelligence
Earnings
Intellectual Property
Tickers
BEAT
MiningNewsBreaks – MAX Power Mining Corp. (CSE: MAXX; OTC: MAXXF; FRANKFURT: 89N) Engages GLJ Ltd. to Advance Commercial Evaluation of Lawson Natural Hydrogen Project
Today 9:18 EDT
Via
Investor Brand Network
Tickers
CSE:MAXX
MAXXF
TechMediaBreaks – Planet Ventures Inc. (CSE: PXI) (OTC Pink: PNXPF) (FSE: P6U) Featured on TechMediaWire Podcast Highlighting Space Investment Strategy
Today 9:15 EDT
Via
Investor Brand Network
Topics
Economy
Tickers
CSE:PXI
PNXPF
MissionIRNewsBreaks – A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ) Secures $21M Smart Cart Deployment Agreement with HaStock
Today 9:15 EDT
Via
Investor Brand Network
Tickers
AZ
MissionIRNewsBreaks – Greenland Energy Company (NASDAQ: GLND) Closes $70 Million Public Offering to Fund Jameson Land Exploration
Today 9:10 EDT
Via
Investor Brand Network
Tickers
GLND
SPARC AI Inc. (CSE: SPAI) (OTCQB: SPAIF) Expanding Distribution with New Ukrainian Frontline Operator
Today 9:05 EDT
Via
Investor Brand Network
Topics
Artificial Intelligence
Tickers
CSE:SPAI
SPAIF
InvestorNewsBreaks – Search Minerals Inc. (TSX.V: SMY) (OTC: SHCMF) Launches 2026 Baseline Program for DEEP FOX and FOXTROT Projects
Today 9:05 EDT
Via
Investor Brand Network
Topics
Economy
Tickers
SHCMF
TSX-V:SMY
420 with CNW — Trucking Industry in Grey Area as Marijuana is Reclassified Federally
April 29, 2026
Via
Investor Brand Network
Topics
Cannabis
Tickers
CGC
TSX:WEED
AINewsBreaks – Beeline Holdings Inc. (NASDAQ: BLNE) Scales Digital Lending Capabilities with New Self-Service Feature
April 29, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Tickers
ARM
BLNE
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
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.