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 >
Global Auto Industry Grapples with Renewed Semiconductor Crisis, Driving Up Car Prices and Deepening Shortages
October 23, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Electric Vehicles
Tickers
F
GM
STLA
TM
VLKAF
VWAGY
Exposures
Artificial Intelligence
COVID-19
Economy
GM Posts Largest Gain Since the Pandemic: Shares Still Look Cheap
October 23, 2025
Via
MarketBeat
Topics
World Trade
Tickers
F
GM
TSLA
Exposures
COVID-19
Tariff
Gold and Silver Shine Bright Amidst Global Turmoil: A New Era for Precious Metals?
October 23, 2025
Via
MarketMinute
Topics
ETFs
Economy
World Trade
Tickers
ABX
BAC
GOLD
JPM
MAG
NEM
Exposures
COVID-19
Interest Rates
Tariff
Study Suggests mRNA Covid Vaccine Could Boost Cancer Immunotherapy
October 22, 2025
Via
Investor Brand Network
Tickers
CLDI
Exposures
COVID-19
Hexcel Corp Soars to New 52-Week High Amidst Aerospace Dynamics
October 23, 2025
Via
MarketMinute
Topics
Economy
Emissions
Intellectual Property
Tickers
BA
HXL
LMT
NOC
RTX
TDG
Exposures
Boeing 737
COVID-19
Intellectual Property
BioMedNewsBreaks — NanoViricides (NYSE American: NNVC) Reports Strong Antiviral and Lung-Protective Activity of NV-387 Against Measles
October 23, 2025
Via
Investor Brand Network
Topics
Intellectual Property
Tickers
NNVC
Exposures
COVID-19
Intellectual Property
Moderna Topples, Threatening Its 50-Day Line, After A Key Vaccine Bites The Dust
October 23, 2025
Via
Investor's Business Daily
Tickers
MRNA
Exposures
COVID-19
Tractor Supply’s (NASDAQ:TSCO) Q3 Earnings Results: Revenue In Line With Expectations
October 23, 2025
Via
StockStory
Tickers
TSCO
Exposures
COVID-19
1 Glorious Growth Stock Down 78% to Buy Hand Over Fist Before 2026
October 23, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
DOCU
Exposures
Artificial Intelligence
COVID-19
Q3 Earnings Roundup: TD SYNNEX (NYSE:SNX) And The Rest Of The Tech Hardware & Electronics Segment
October 22, 2025
Via
StockStory
Topics
Economy
Tickers
APH
SNX
Exposures
COVID-19
Supply Chain
Daniel Yomtobian Discusses Brand-Building Opportunities Emerging From Pandemic Disruptions
October 22, 2025
Via
Press Release Distribution Service
Topics
Economy
Tickers
IBM
Exposures
COVID-19
Economy
Could A Rip-Your-Face-Off Rally In The Dollar Trigger A Global Financial Crisis?
October 22, 2025
Via
Talk Markets
Exposures
COVID-19
AI Revolutionizes Drug Discovery and Personalized Medicine: A New Era of Healthcare
October 22, 2025
Via
TokenRing AI
Topics
Animal Testing
Artificial Intelligence
Tickers
EXAI
LLY
MRK
NVS
PFE
RXRX
Exposures
Animal Testing
Artificial Intelligence
COVID-19
India Ignites Global Semiconductor and AI Ambitions: A New Era of Innovation Dawns
October 22, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Electric Vehicles
Tickers
AMZN
GOOGL
MSFT
MU
NVDA
TTM
Exposures
Artificial Intelligence
COVID-19
Electric Vehicles
Global Economic Freedom in Retreat: A Four-Year Decline Signals Looming Market Shifts
October 22, 2025
Via
MarketMinute
Topics
Bonds
Brexit
Economy
Tickers
AAPL
HSBC
JPM
LMT
MRNA
PG
Exposures
Brexit
COVID-19
Debt Markets
Prediction: Moderna Will Soar Over the Next 5 Years. Here's 1 Reason Why.
October 22, 2025
Via
The Motley Fool
Tickers
MRNA
Exposures
COVID-19
Nexperia Semiconductor Standoff Threatens to Cripple Europe’s Auto Industry, Exposing AI’s Fragile Foundation
October 22, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
BMWYY
GM
HMC
STLA
TM
TXN
Exposures
Artificial Intelligence
COVID-19
Economy
“Silicon Curtain” Descends: Geopolitical Tensions Choke AI Ambitions as Global Chip Supply Fractures
October 22, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AMD
AMZN
ASML
GOOGL
INTC
META
Exposures
Artificial Intelligence
COVID-19
Economy
Chipmakers Face Bifurcated Reality: AI Supercycle Soars While Traditional Markets Stumble
October 22, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AMD
AMZN
ASML
AVGO
GOOGL
INTC
Exposures
Artificial Intelligence
COVID-19
Supply Chain
Crypto Market Echoes 2020-2021 Bull Run: Is BSC Primed for Dominance in the Next Surge?
October 22, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Tickers
COIN
MSTR
SOL
TSLA
Exposures
Artificial Intelligence
COVID-19
Economy
Baltic States Forge Ahead: A Unified Front in Semiconductor Innovation
October 22, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Tickers
INTC
STM
TSM
Exposures
Artificial Intelligence
COVID-19
Supply Chain
The world looks to the fourth plenary session of 20th CPC Central Committee for more good news: Global Times editorial
October 22, 2025
Via
Prodigy
Topics
Economy
Exposures
COVID-19
Economy
BioMedNewsBreaks — Soligenix Inc. (NASDAQ: SNGX) Advances HyBryte(TM) as Potential First-Line CTCL Treatment with Promising FLASH Results
October 22, 2025
Via
Investor Brand Network
Tickers
SNGX
Exposures
COVID-19
Should You Buy Moderna Right Now?
October 22, 2025
Via
The Motley Fool
Topics
Bonds
Tickers
MRNA
Exposures
COVID-19
Debt Markets
Lithia (NYSE:LAD) Surprises With Q3 Sales
October 22, 2025
Via
StockStory
Tickers
AAPL
LAD
MSFT
Exposures
COVID-19
3 Growth Stocks We’re Skeptical Of
October 22, 2025
Via
StockStory
Topics
Artificial Intelligence
Tickers
CSCO
MQ
PAR
PNTG
Exposures
Artificial Intelligence
COVID-19
3 Reasons Investors Love Astronics (ATRO)
October 22, 2025
Via
StockStory
Topics
Government
World Trade
Tickers
ATRO
BA
Exposures
COVID-19
Political
Tariff
Maywell Health Opens New Pain Management Clinic in Smithtown, Bringing Comprehensive Pain Care to the Long Island Community
October 21, 2025
Via
AB Newswire
Exposures
COVID-19
Maywell Health Opens New Pain Clinic in Syosset, Expanding Access to Comprehensive Pain Management Services in Nassau County
October 21, 2025
Via
AB Newswire
Exposures
COVID-19
Ominous Echoes: U.S. Job Growth Stalls to 2009 Levels, Signaling Deep Labor Market Fragility
October 21, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
AHEXY
AMZN
COST
CRM
CRWD
DAL
Exposures
Artificial Intelligence
COVID-19
Economy
< 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.