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
...
13
14
15
16
17
18
19
20
21
...
99
100
Next >
1 Growth Stock to Stash and 2 That Underwhelm
January 04, 2026
Via
StockStory
Tickers
BYRN
CSCO
MRVL
UFPT
Exposures
COVID-19
1 Growth Stock to Stash and 2 We Brush Off
January 04, 2026
Via
StockStory
Tickers
AGYS
IONQ
VSEC
Exposures
COVID-19
3 Growth Stocks to Add to Your Roster
January 04, 2026
Via
StockStory
Topics
Artificial Intelligence
Bonds
Tickers
MA
TASK
TW
Exposures
Artificial Intelligence
COVID-19
Debt Markets
Q3 Earnings Outperformers: Novavax (NASDAQ:NVAX) And The Rest Of The Therapeutics Stocks
January 04, 2026
Via
StockStory
Topics
Artificial Intelligence
Tickers
HALO
NVAX
Exposures
Artificial Intelligence
COVID-19
Distance Learning: Pros and Cons for Students and Teachers
January 01, 2026
Via
GlobePRwire
Exposures
COVID-19
Q3 Earnings Highlights: Chewy (NYSE:CHWY) Vs The Rest Of The Online Retail Stocks
January 04, 2026
Via
StockStory
Tickers
ASX:TWR
CHWY
CVNA
Exposures
COVID-19
Will the Nasdaq 100 ETF Triple Your Money in the Next 10 Years?
↗
January 04, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AAPL
AMZN
IVZ
MSFT
NVDA
QQQ
Exposures
Artificial Intelligence
COVID-19
Economy
The Secret to Royal Caribbean's Growth in 2026 and Beyond
↗
January 04, 2026
Via
The Motley Fool
Topics
Bonds
Tickers
RCL
Exposures
COVID-19
Debt Markets
Bestselling, Award-Winning Author Nancy Hicks Marshall Announces New Book, Six Who Stopped The Steal
January 04, 2026
Via
24-7 Press Release
Topics
Government
Law Enforcement
Social Justice
Tickers
AMZN
Exposures
Activism
COVID-19
Legal
Daniel Yomtobian Examines How Pandemic Disruptions Are Reshaping Brand Strategies
January 03, 2026
Via
Press Release Distribution Service
Topics
Economy
Tickers
IBM
Exposures
COVID-19
Economy
Where Will Carnival Stock Be in 5 Years?
↗
January 03, 2026
Via
The Motley Fool
Topics
Bonds
Tickers
CCL
JPM
Exposures
COVID-19
Debt Markets
Penske Automotive Group (NYSE:PAG) Posts Q3 CY2025 Sales In Line With Estimates
January 02, 2026
Via
StockStory
Tickers
PAG
Exposures
COVID-19
I'm Looking at Royal Caribbean Stock in 2026. You Should Too
↗
January 02, 2026
Via
The Motley Fool
Tickers
RCL
Exposures
COVID-19
Novavax (NVAX) Stock Trades Up, Here Is Why
January 02, 2026
Via
StockStory
Topics
Artificial Intelligence
Tickers
AAPL
MSFT
NVAX
Exposures
Artificial Intelligence
COVID-19
The Nervous System of AI: Why Ciena Corp (CIEN) is the 2026 Stock to Watch
January 02, 2026
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Tickers
BLK
CIEN
CSCO
GS
MS
MSFT
Exposures
Artificial Intelligence
COVID-19
Economy
Is Cidara Therapeutics a Buy After HighVista Strategies Initiated a Position in the Stock?
↗
January 02, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ABVX
CDTX
MRUS
RVMD
VRDN
Exposures
COVID-19
Lead
Legal
1 Growth Stock Set to Flourishand 2 We Avoid
January 01, 2026
Via
StockStory
Tickers
CDNS
CSCO
GH
WD
Exposures
COVID-19
3 Volatile Stocks with Open Questions
January 01, 2026
Via
StockStory
Topics
Electric Vehicles
Tickers
CHPT
NXPI
TNL
Exposures
COVID-19
Electric Vehicles
Industrial Distributors Stocks Q3 Results: Benchmarking FTAI Aviation (NASDAQ:FTAI)
January 01, 2026
Via
StockStory
Topics
Economy
Tickers
BA
FTAI
RELL
Exposures
COVID-19
Supply Chain
Novavax (NASDAQ:NVAX) Surprises With Q3 CY2025 Sales
January 01, 2026
Via
StockStory
Topics
Artificial Intelligence
Tickers
KO
MSFT
NVAX
Exposures
Artificial Intelligence
COVID-19
Pfizer’s Dividend Trap or Deep Value? Analyzing the Pharma Giant as Shares Languish Below $30
January 01, 2026
Via
MarketMinute
Topics
Intellectual Property
Tickers
BMY
LLY
MRK
MRNA
NVO
PFE
Exposures
COVID-19
Intellectual Property
The Evolution of a Healthcare Giant: Abbott Laboratories (ABT) 2026 Stock Feature
January 01, 2026
Via
PredictStreet
Topics
Economy
Lawsuit
World Trade
Tickers
AAPL
ABBV
ABT
BSX
DANOY
DHR
Exposures
COVID-19
Financial
Interest Rates
The Centennial Titan: A Comprehensive Research Report on Delta Air Lines (DAL)
January 01, 2026
Via
PredictStreet
Topics
Economy
Emissions
Retirement
Tickers
AAL
AXP
BA
BLK
DAL
LUV
Exposures
Boeing 737
COVID-19
Economy
DocuSign (DOCU): From E-Signatures to the Intelligent Agreement Era
January 01, 2026
Via
PredictStreet
Topics
Artificial Intelligence
Initial Public Offering
Tickers
ADBE
BLK
DBX
DOCU
MSFT
Exposures
Artificial Intelligence
COVID-19
Securities Market
2 Growth Stocks to Add to Your Roster and 1 We Avoid
December 31, 2025
Via
StockStory
Tickers
CSCO
RDDT
SEMR
SKWD
Exposures
COVID-19
1 Top Dividend Stock For 2026 That Could Perform Well Even If AI Stocks Fall
↗
December 31, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
TSCO
Exposures
Artificial Intelligence
COVID-19
Where Will Pfizer Be in 5 Years?
↗
December 31, 2025
Via
The Motley Fool
Topics
Intellectual Property
Tickers
LLY
PFE
Exposures
COVID-19
Intellectual Property
Flutter Entertainment (NYSE:FLUT) Reports Sales Below Analyst Estimates In Q3 CY2025 Earnings
December 31, 2025
Via
StockStory
Tickers
FLUT
Exposures
COVID-19
Oil Heads For Worst Annual Loss Since COVID As US Crude Production Hits Record High
↗
December 31, 2025
Via
Talk Markets
Exposures
COVID-19
Drugmakers Plan Fresh Price Hikes On 350 Medicines In 2026
↗
December 31, 2025
Via
Benzinga
Exposures
COVID-19
< Previous
1
2
...
13
14
15
16
17
18
19
20
21
...
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.