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
...
20
21
22
23
24
25
26
27
28
...
99
100
Next >
3 Healthcare Stocks We Approach with Caution
November 09, 2025
Via
StockStory
Topics
Stocks
Tickers
CRL
ENOV
HSIC
Exposures
COVID-19
US Equities
2 Growth Stocks with All-Star Potential and 1 We Question
November 09, 2025
Via
StockStory
Tickers
DDOG
LL
LLY
USPH
Exposures
COVID-19
Q3 Earnings Outperformers: Distribution Solutions (NASDAQ:DSGR) And The Rest Of The Maintenance and Repair Distributors Stocks
November 09, 2025
Via
StockStory
Topics
Economy
World Trade
Tickers
DSGR
Exposures
COVID-19
Economy
Interest Rates
Why UiPath Jumped 19% in October
↗
November 07, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
NVDA
PATH
Exposures
Artificial Intelligence
COVID-19
The Algorithmic Imperative: Navigating AI’s Ethical Labyrinth in American Healthcare
November 09, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Tickers
AMZN
GOOGL
IBM
LLY
MSFT
NVDA
Exposures
Artificial Intelligence
COVID-19
Product Safety
Best Stock to Buy Right Now: Carnival vs. Roblox
↗
November 09, 2025
Via
The Motley Fool
Tickers
CCL
RBLX
Exposures
COVID-19
Think You Know Pool Corp.? Here's 1 Little-Known Fact You Can't Overlook.
↗
November 09, 2025
Via
The Motley Fool
Tickers
BRK
BRK-A
BRK-B
ORCL
POOL
Exposures
COVID-19
Daniel Yomtobian on Seizing Brand-Building Opportunities in a Post-Pandemic World
November 07, 2025
Via
Press Release Distribution Service
Topics
Economy
Tickers
IBM
Exposures
COVID-19
Economy
U.S. Consumer Sentiment Plunges to Near-Record Lows Amidst Government Shutdown Fears
November 07, 2025
Via
MarketMinute
Topics
Economy
Tickers
BAC
BBY
DAL
F
GM
JPM
Exposures
COVID-19
Economy
Interest Rates
Consumer Discretionary Sector Navigates Choppy Waters as Sinking Sentiment Collides with Travel Boom
November 07, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMZN
BKNG
DASH
DIS
EXPE
GM
Exposures
Artificial Intelligence
COVID-19
Economy
AI Fuels Unprecedented Surge: Semiconductor Market Eyes Record-Breaking $697 Billion in 2025
November 07, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AAPL
AMD
AMZN
GOOGL
INTC
MSFT
Exposures
Artificial Intelligence
COVID-19
Intellectual Property
Silicon’s Struggle: A Global Race to Bridge the Semiconductor Skills Gap
November 07, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
GFS
INTC
MU
NVDA
SSNLF
TSM
Exposures
Artificial Intelligence
COVID-19
Economy
Wall Street's "Fear Gauge" Spikes as Stocks Tumble Amidst AI Valuation Concerns and Economic Headwinds
November 07, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Bonds
Tickers
AMD
AMZN
MSFT
NVDA
QCOM
TSLA
Exposures
Artificial Intelligence
COVID-19
Debt Markets
UN Sounds Alarm: Global Food Prices to Remain Stubbornly High in 2025, Threatening Worldwide Food Security
November 07, 2025
Via
MarketMinute
Topics
Climate Change
Economy
Tickers
ADM
BG
CTVA
GIS
KHC
TSX:NTR
Exposures
COVID-19
Climate
Interest Rates
Nasdaq Reels from Tech Pressure and Tesla's Tumult, Marking Worst Week Since 'Liberation Day'
November 07, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
Tickers
AAPL
AMD
AMZN
BLNK
BYDDY
CRM
Exposures
Artificial Intelligence
COVID-19
Economy
The Golden Paradox: Oil's Descent and Gold's Ascent Amidst Inflationary Crosscurrents in November 2025
November 07, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
Tickers
ABX
AEM
BKR
COP
DAL
DVN
Exposures
Artificial Intelligence
COVID-19
Debt Markets
Tech Sell-Off Rocks Wall Street: Nasdaq, S&P 500, and Dow Sink Amidst Brutal Week for Stocks
November 07, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
Tickers
AAPL
ACHR
AMD
AMZN
AVGO
BA
Exposures
Artificial Intelligence
COVID-19
Economy
Gold Nears $4,000 Mark as Global Economic Shifts Fuel Bullish Momentum
November 07, 2025
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
ABX
AEM
BAC
CSE:FOMO
FOMTF
GOLD
Exposures
COVID-19
Debt Markets
Interest Rates
InvestorNewsBreaks – Soligenix Inc. (NASDAQ: SNGX) Highlights Key Clinical Progress and Reports Q3 2025 Financial Results
November 07, 2025
Via
Investor Brand Network
Tickers
SNGX
Exposures
COVID-19
Wendy's (NASDAQ:WEN) Reports Upbeat Q3, Stock Soars
November 07, 2025
Via
StockStory
Tickers
MSFT
WEN
Exposures
COVID-19
What to Know During Respiratory Virus Season
November 07, 2025
Via
StatePoint Media
Topics
Death
Exposures
COVID-19
Death
MRNA Q3 Deep Dive: Cost Controls and Pipeline Progress Amid Declining COVID Vaccine Demand
November 07, 2025
Via
StockStory
Tickers
MRNA
Exposures
COVID-19
1 Growth Stock with All-Star Potential and 2 That Underwhelm
November 06, 2025
Via
StockStory
Tickers
AVO
GH
NFLX
Exposures
COVID-19
3 Cash-Burning Stocks We’re Skeptical Of
November 06, 2025
Via
StockStory
Topics
Electric Vehicles
Firearms
Tickers
CHPT
SWBI
ULH
Exposures
COVID-19
Electric Vehicles
Firearms
Q3 Earnings Highs And Lows: Wayfair (NYSE:W) Vs The Rest Of The Online Retail Stocks
November 06, 2025
Via
StockStory
Tickers
ASX:TWR
CVNA
W
Exposures
COVID-19
Q3 Earnings Highlights: Amazon (NASDAQ:AMZN) Vs The Rest Of The Online Retail Stocks
November 06, 2025
Via
StockStory
Topics
Artificial Intelligence
Tickers
AMZN
ASX:TWR
CVNA
Exposures
Artificial Intelligence
COVID-19
Topgolf Callaway’s (NYSE:MODG) Q3 Sales Beat Estimates, Stock Soars
November 06, 2025
Via
StockStory
Topics
Earnings
Tickers
MODG
Exposures
COVID-19
Financial
Marriott International Rewards Shareholders with Robust $0.67 Quarterly Dividend
November 06, 2025
Via
MarketMinute
Topics
Economy
Tickers
H
HLT
MAR
WH
Exposures
COVID-19
Interest Rates
Xponential Fitness’s (NYSE:XPOF) Q3 Sales Beat Estimates, Stock Jumps 13.5%
November 06, 2025
Via
StockStory
Topics
Earnings
Tickers
XPOF
Exposures
COVID-19
Financial
The ONE Group (NASDAQ:STKS) Misses Q3 Sales Expectations
November 06, 2025
Via
StockStory
Tickers
STKS
Exposures
COVID-19
< Previous
1
2
...
20
21
22
23
24
25
26
27
28
...
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.