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
...
5
6
7
8
9
10
11
12
13
...
99
100
Next >
India’s Semiconductor Dream Takes Material Form: AEIM’s Rs 10,000 Crore Investment Ignites Domestic Production
Today 10:29 EST
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Electric Vehicles
Tickers
INTC
SSNLF
TSM
TTM
Exposures
Artificial Intelligence
Economy
Electric Vehicles
Dow Jones Navigates Choppy Waters: Rate Cut Hopes Clash with Valuation Fears
Today 10:29 EST
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMGN
AMZN
HD
MSFT
NVDA
XLF
Exposures
Artificial Intelligence
Economy
Interest Rates
2025 Global RWA Ecosystem Innovation Forum Successfully Concludes in Dubai, UAE
Today 10:29 EST
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Economy
Exposures
Artificial Intelligence
Economy
Global Polyester Yarn Demand Booms: China’s Export Gains Momentum Amid EU Rules & Southeast Asia Competition
Today 10:29 EST
Via
AB Newswire
Topics
Artificial Intelligence
Economy
Supply Chain
Exposures
Artificial Intelligence
Fossil Fuels
Supply Chain
SINOMV Chairman Zhang Dianbin Speaks at the 2025 China Printing Entrepreneurs Forum in Dubai
Today 10:28 EST
Via
AB Newswire
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Market Braces for Potential December Fed Rate Cut Amidst Divided Views and Volatile Expectations
Today 10:27 EST
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
DHI
DUK
EFX
F
FHN
GM
Exposures
Artificial Intelligence
Debt Markets
Economy
U.S. Gains AI and Semiconductor Edge with $200M Precision Components Gigafactory
Today 10:27 EST
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
AAPL
GOOGL
MSFT
NVDA
TSM
Exposures
Artificial Intelligence
Supply Chain
Great News for Alphabet Investors
↗
Today 10:26 EST
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
GOOG
Exposures
Artificial Intelligence
Grayscale’s GXRP ETF Ignites XRP Market, Signals New Era for Altcoin Institutionalization
Today 10:25 EST
Via
BreakingCrypto
Topics
Artificial Intelligence
Derivatives
ETFs
Tickers
BEN
BITO
XRP
Exposures
Artificial Intelligence
Derivatives
Market Braces for Rebound: Hopes Soar for Year-End Rally as Fed Signals Potential Rate Cuts
Today 10:25 EST
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMZN
AVGO
MSFT
NVDA
WMT
Exposures
Artificial Intelligence
Economy
Interest Rates
AI’s Insatiable Hunger Fuels Semiconductor “Monster Stocks”: A Decade of Unprecedented Growth Ahead
Today 10:24 EST
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Tickers
AMD
ASML
AVGO
INTC
NVDA
TSM
Exposures
Artificial Intelligence
Supply Chain
Japan’s Chip Gambit: Reshaping Supply Chains Amidst US-China Tensions
Today 10:22 EST
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
IBM
MU
SSNLF
TM
Exposures
Artificial Intelligence
COVID-19
Supply Chain
Dell Q3 Earnings: A Massive AI Pipeline And Big Q3 Guidance — But Is The Company Quietly Bracing For A Margin Squeeze?
↗
Today 10:22 EST
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Nasdaq's AI-Fueled Ascent Leads Market Rally Amidst Shifting Tides
Today 10:21 EST
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMD
AMZN
CRWD
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
Forging the Future: UD-IBM Partnership Ignites Semiconductor Innovation and Workforce Development
Today 10:20 EST
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AMD
IBM
INTC
NVDA
Exposures
Artificial Intelligence
Intellectual Property
Supply Chain
Bitcoin Plunges Below $90,000 Amidst Macroeconomic Headwinds and Institutional Outflows, Shaking Crypto Markets
Today 10:20 EST
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
ETFs
Tickers
BLK
CLSK
COIN
HUT
MARA
MSTR
Exposures
Artificial Intelligence
Economy
Financial
Aleksandar Rodic’s New Conscience by Design Initiative Introduces the World’s First Open-Source Architecture for AI Conscience
Today 10:20 EST
Via
Get News
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
NVIDIA’s Unyielding Reign: Navigating the AI Semiconductor Battlefield of Late 2025
Today 10:19 EST
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Tickers
AMD
AMZN
AVGO
GOOGL
INTC
META
Exposures
Artificial Intelligence
Supply Chain
Storeganise Launches AI Booking Assistant To Transform Online Self-Storage Reservations
Today 10:16 EST
Via
Get News
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Alphabet's AI Renaissance: Fueling a New Era of Market Optimism
Today 10:15 EST
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AAPL
AMD
AMZN
ANET
AVGO
BRK-A
Exposures
Artificial Intelligence
Economy
Intellectual Property
Semiconductor Surge: AI Fuels Unprecedented Investment Opportunities in Chip Giants
Today 10:14 EST
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Tickers
AMD
AMZN
AVGO
GOOGL
INTC
MU
Exposures
Artificial Intelligence
Supply Chain
AI's Resurgent Roar Propels S&P 500 to New Heights Amidst Market Optimism
Today 10:13 EST
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
ADBE
AMD
AMZN
AVGO
CRM
GOOGL
Exposures
Artificial Intelligence
Economy
Interest Rates
Medical Review Identifies Major Breakthroughs in Peptide Therapy Research: AI Tools, Anti-Aging Vaccines, and Oral Delivery Systems Lead 2025 Advances
Today 10:10 EST
Via
Get News
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Why BigBear.ai Stock Is Crashing Today -- Should You Buy the Dip?
↗
Today 10:06 EST
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
BBAI
Exposures
Artificial Intelligence
Cisco Brings AI Muscle To 5G Security As Hackers Get Smarter
↗
Today 10:04 EST
Via
Benzinga
Topics
Artificial Intelligence
Hacking
Tickers
CSCO
Exposures
Artificial Intelligence
Information Security
Stocks Supported by Strength in Tech and Fed Rate Cut Expectations
Today 10:04 EST
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Stocks
Exposures
Artificial Intelligence
Interest Rates
US Equities
Opportify Launches Email Insights: AI-Driven Email Validation and Fraud Detection for Every Business
Today 10:04 EST
Via
Get News
Topics
Artificial Intelligence
Fraud
Exposures
Artificial Intelligence
Legal
TimeTree Hits 70M Users, Advances Schedule-Centered AI
Today 10:02 EST
Via
Get News
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
MarketDing.ai Introduces an AI-Powered Marketing Technology to Help Businesses Grow Faster
Today 9:58 EST
Via
Get News
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
1 Growth Stock Down 25% to Buy Right Now
↗
Today 9:50 EST
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
META
Exposures
Artificial Intelligence
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
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.