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
Business Exposures
Activism
Animal Testing
Artificial Intelligence
Boeing 737
Brexit
Cannabis
Censorship
Climate
Coal
COVID-19
Criminal
Death
Debt Markets
Derivatives
Diversity
Economy
Electric Vehicles
Electricity Generation
Ethanol
Financial
Firearms
Fossil Fuels
Glyphosate
Harassement
Immigration
Information Security
Intellectual Property
Interest Rates
Labor
Layoff
Lead
Legal
Palm Oil
Pension
Political
Product Safety
Regulatory
Religion
Securities Market
Supply Chain
Tariff
Textiles
US Equities
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Xunling AI GEO+Agent opens up a new era of AI era
Today 17:34 EST
Via
Get News
Topics
Artificial Intelligence
Intellectual Property
Exposures
Artificial Intelligence
Intellectual Property
VIOMI Launches Major Black Friday Deals: It’s Smart Water Purifiers Become the Top Choice for Long-Term Family Health Investment
Today 17:32 EST
Via
Get News
Topics
Artificial Intelligence
Tickers
AMZN
Exposures
Artificial Intelligence
Essential tech for everyone on this year's gift list
Today 17:24 EST
Via
Brandpoint
Topics
Artificial Intelligence
Tickers
HPQ
Exposures
Artificial Intelligence
Happy Third Birthday, AI Mania
↗
Today 17:24 EST
Via
Talk Markets
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
How can enterprises preemptively layout AI search optimization in the era of AI GEO search?
Today 17:22 EST
Via
Get News
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Impinj, FormFactor, Amkor, Teradyne, and Applied Materials Shares Skyrocket, What You Need To Know
Today 17:15 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMAT
AMKR
AVGO
FORM
NVDA
PI
Exposures
Artificial Intelligence
Interest Rates
US Equities
American Express Global Business Travel, JFrog, Alarm.com, and CrowdStrike Stocks Trade Up, What You Need To Know
Today 17:15 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
Tickers
ALRM
AVGO
AXP
CRWD
FROG
GBTG
Exposures
Artificial Intelligence
Interest Rates
US Equities
Nova, MACOM, KLA Corporation, Lam Research, and Monolithic Power Systems Stocks Trade Up, What You Need To Know
Today 17:15 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AVGO
KLAC
LRCX
MPWR
MTSI
NVDA
Exposures
Artificial Intelligence
Interest Rates
US Equities
Upstart, DigitalOcean, AppLovin, SoundHound AI, and Twilio Shares Are Soaring, What You Need To Know
Today 17:15 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
APP
AVGO
DOCN
NVDA
SOUN
TWLO
Exposures
Artificial Intelligence
Interest Rates
Intel, Amtech, Photronics, Magnachip, and Analog Devices Shares Skyrocket, What You Need To Know
Today 17:15 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
Tickers
ADI
ASYS
AVGO
INTC
MX
NVDA
Exposures
Artificial Intelligence
Interest Rates
US Equities
Shopify, Strategy, Fastly, Cloudflare, and Snowflake Shares Are Soaring, What You Need To Know
Today 17:15 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
AVGO
FSLY
MSTR
NET
SHOP
SNOW
Exposures
Artificial Intelligence
Interest Rates
Why Broadcom Stock Soared Today
↗
Today 17:11 EST
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AVGO
CRM
GOOG
GOOGL
Exposures
Artificial Intelligence
Health Catalyst and Unity Stocks Trade Up, What You Need To Know
Today 17:10 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AVGO
HCAT
U
Exposures
Artificial Intelligence
Interest Rates
US Equities
Marvell Technology, Seagate Technology, and Western Digital Shares Are Soaring, What You Need To Know
Today 17:10 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AVGO
MRVL
NVDA
STX
WDC
Exposures
Artificial Intelligence
Interest Rates
US Equities
Palantir Technologies (PLTR) Stock Trades Up, Here Is Why
Today 17:10 EST
Via
StockStory
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AVGO
NVDA
PLTR
WMT
Exposures
Artificial Intelligence
Financial
Interest Rates
Are The Entry-Level Jobs Drying Up For Young Adults?
↗
Today 17:09 EST
Via
Talk Markets
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Amazon Commits Staggering $50 Billion to Supercharge U.S. Government AI and Supercomputing Capabilities
Today 16:59 EST
Via
TokenRing AI
Topics
Artificial Intelligence
Tickers
AMZN
GOOGL
MSFT
NVDA
Exposures
Artificial Intelligence
Market Soars as Upbeat Earnings and Robust Forecasts Fuel Investor Optimism
Today 16:58 EST
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMZN
CAT
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
Claude Opus 4.5 Reclaims Coding Crown with Unprecedented Power and Aggressive Pricing
Today 16:58 EST
Via
TokenRing AI
Topics
Artificial Intelligence
Tickers
GOOGL
Exposures
Artificial Intelligence
Why Brunswick (BC) Stock Is Up Today
Today 16:56 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
Tickers
BC
KO
MSFT
Exposures
Artificial Intelligence
Interest Rates
US Equities
Robinhood and Bumble Shares Are Soaring, What You Need To Know
Today 16:56 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
Tickers
BMBL
HOOD
NVDA
Exposures
Artificial Intelligence
Interest Rates
US Equities
Lucky Strike, Ralph Lauren, Under Armour, and YETI Shares Skyrocket, What You Need To Know
Today 16:56 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
LUCK
RL
UAA
YETI
Exposures
Artificial Intelligence
Interest Rates
AI Super PAC Launches $100 Million Campaign to Shape National AI Policy, Igniting Regulatory Battle
Today 16:56 EST
Via
TokenRing AI
Topics
Artificial Intelligence
Tickers
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Navigating the Economic Fog: Mixed Sentiment Data Signals Uncertainty for Markets
Today 16:56 EST
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
AAPL
MSFT
NEE
PG
Exposures
Artificial Intelligence
Economy
Interest Rates
Target Hospitality (TH) Stock Is Up, What You Need To Know
Today 16:55 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
Tickers
NVDA
TH
Exposures
Artificial Intelligence
Interest Rates
Supply Chain
Meta (META) Stock Trades Up, Here Is Why
Today 16:55 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
META
Exposures
Artificial Intelligence
Interest Rates
eHealth, Sea, and Coupang Shares Are Soaring, What You Need To Know
Today 16:55 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
Tickers
CPNG
EHTH
NVDA
SE
Exposures
Artificial Intelligence
Interest Rates
Supply Chain
Amazon (AMZN) Stock Is Up, What You Need To Know
Today 16:55 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
AMZN
NVDA
Exposures
Artificial Intelligence
Interest Rates
Compass, The Real Brokerage, Hilton Grand Vacations, Harley-Davidson, and Polaris Stocks Trade Up, What You Need To Know
Today 16:55 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
COMP
HGV
HLT
HOG
PII
REAX
Exposures
Artificial Intelligence
Interest Rates
Opendoor, Funko, Latham, Topgolf Callaway, and eXp World Shares Are Soaring, What You Need To Know
Today 16:55 EST
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
EXPI
FNKO
MODG
OPEN
SWIM
Exposures
Artificial Intelligence
Interest Rates
< 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.