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 >
Zumiez’s (NASDAQ:ZUMZ) Q3 CY2025 Sales Beat Estimates
December 04, 2025
Via
StockStory
Topics
Earnings
Supply Chain
Tickers
ZUMZ
Exposures
COVID-19
Financial
Supply Chain
Ulta (NASDAQ:ULTA) Delivers Strong Q3 CY2025 Numbers
December 04, 2025
Via
StockStory
Tickers
ULTA
Exposures
COVID-19
Sportsman's Warehouse (NASDAQ:SPWH) Posts Q3 CY2025 Sales In Line With Estimates But Stock Drops
December 04, 2025
Via
StockStory
Topics
Firearms
Supply Chain
Tickers
SPWH
Exposures
COVID-19
Firearms
Supply Chain
The Unseen Hand: Congressional Leaders Under Fire for Alleged Stock Market Outperformance
December 04, 2025
Via
MarketMinute
Topics
Bonds
ETFs
World Trade
Tickers
AAPL
ALLO
DD
NYT
V
Exposures
COVID-19
Debt Markets
Tariff
Goodbye High Costs, Hello Automation: Anno Robot’s “Lifetime Maintenance” Promise Empowers SMEs in Retail Revolution
December 04, 2025
Via
AB Newswire
Exposures
COVID-19
What Has BA Stock Done For Investors?
↗
December 04, 2025
Via
The Motley Fool
Tickers
BA
Exposures
COVID-19
Here's Why I Wouldn't Touch Peloton Stock With a 10-Foot Pole Right Now
↗
December 04, 2025
Via
The Motley Fool
Topics
Initial Public Offering
Tickers
PTON
Exposures
COVID-19
Securities Market
America's Car-Mart (NASDAQ:CRMT) Posts Better-Than-Expected Sales In Q3 CY2025 But Stock Drops
December 04, 2025
Via
StockStory
Topics
Supply Chain
Tickers
CRMT
KO
MSFT
Exposures
COVID-19
Supply Chain
The ‘Mag 7’ Phenomenon: How Seven Stocks Set The Tone For Wall Street
↗
December 04, 2025
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Tickers
AAPL
AMZN
BAC
FIS
GOOG
META
Exposures
Artificial Intelligence
COVID-19
Dollar General (NYSE:DG) Posts Q3 CY2025 Sales In Line With Estimates
December 04, 2025
Via
StockStory
Tickers
DG
Exposures
COVID-19
3 Unpopular Stocks We Think Twice About
December 03, 2025
Via
StockStory
Tickers
FDX
GILD
LSTR
Exposures
COVID-19
1 Growth Stock with All-Star Potential and 2 Facing Challenges
December 03, 2025
Via
StockStory
Tickers
FROG
MSI
NMRK
WDC
Exposures
COVID-19
1 Growth Stock with All-Star Potential and 2 We Question
December 03, 2025
Via
StockStory
Tickers
ARRY
CSCO
MDU
SSB
Exposures
COVID-19
Small Businesses Slash 120,000 Jobs, Signaling Deepening Economic Woes and Heightened Fed Rate Cut Expectations
December 03, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
BAC
CAT
CHGG
COUR
CRM
EBAY
Exposures
Artificial Intelligence
COVID-19
Economy
Tilly's (NYSE:TLYS) Beats Q3 CY2025 Sales Expectations, Stock Jumps 13.9%
December 03, 2025
Via
StockStory
Topics
Supply Chain
Tickers
TLYS
Exposures
COVID-19
Supply Chain
Torrid (NYSE:CURV) Misses Q3 CY2025 Revenue Estimates, Stock Drops
December 03, 2025
Via
StockStory
Topics
Supply Chain
Tickers
CURV
Exposures
COVID-19
Supply Chain
Kevin Hassett at the Helm? Unpacking the Potential Shift in Federal Reserve Leadership
December 03, 2025
Via
MarketMinute
Topics
Bonds
Economy
Government
Tickers
AAPL
BAC
COIN
DHI
F
GM
Exposures
COVID-19
Debt Markets
Economy
White House's Assertive Stance on Regional Fed Leadership Sparks Independence Concerns, Clouding Interest Rate Outlook
December 03, 2025
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tickers
AAPL
AMZN
BAC
JNJ
JPM
LEN
Exposures
COVID-19
Debt Markets
Economy
Gold and Silver Soar as Weak Payrolls Cement Fed Rate Cut Expectations
December 03, 2025
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
AAPL
ABX
GOLD
NEM
SSNLF
Exposures
COVID-19
Debt Markets
Economy
Canadian Crude Oil Plunges to March Lows Amid Global Glut and Alberta's Surging Output
December 03, 2025
Via
MarketMinute
Topics
Climate Change
Economy
Emissions
Tickers
TSX:CNQ
TSX:CVE
TSX:ENB
TSX:IMO
TSX:SU
TSX:TRP
Exposures
COVID-19
Climate
Economy
Illumia Emerges: Transact + CBORD Unify Platforms, Appoint AI Veteran Greg Brown as CEO
December 03, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Tickers
AMZN
GOOGL
MSFT
ROP
Exposures
Artificial Intelligence
COVID-19
What Is The CBOE Volatility Index And How Does It Work?
↗
December 03, 2025
Via
Stocktwits
Topics
ETFs
Government
Stocks
Tickers
GS
VIXY
VXX
Exposures
COVID-19
Political
Tariff
The Fed's Pivot: Market Braces for Rate Cuts Amidst Shifting Economic Tides
December 03, 2025
Via
MarketMinute
Topics
Bonds
Economy
Supply Chain
Tickers
AGNC
AMZN
BLDR
CAT
DHI
LEN
Exposures
COVID-19
Debt Markets
Economy
Market Turbulence and Job Market Jitters: A December 2025 Economic Snapshot
December 03, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
DIA
MAR
NEE
NVDA
PG
QQQ
Exposures
Artificial Intelligence
COVID-19
Economy
InvestorNewsBreaks – Soligenix Inc. (NASDAQ: SNGX) Featured in BioMedWire Editorial Highlighting HyBryte(TM) and Rare Disease Policy
December 03, 2025
Via
Investor Brand Network
Tickers
SNGX
Exposures
COVID-19
What Is OPEC And Why Do Its Decisions Matter?
↗
December 03, 2025
Via
Stocktwits
Tickers
UCO
USO
Exposures
COVID-19
Macy's (NYSE:M) Delivers Strong Q3 CY2025 Numbers
December 03, 2025
Via
StockStory
Tickers
M
Exposures
COVID-19
Dollar Tree’s (NASDAQ:DLTR) Q3 CY2025: Beats On Revenue
December 03, 2025
Via
StockStory
Tickers
DLTR
Exposures
COVID-19
Are Hollywood's Box-Office Blues Finally Over? Major Theater Stocks Give Us The Full Picture
↗
December 03, 2025
Via
Stocktwits
Tickers
AAPL
AMC
CNK
DIS
IMAX
VOX
Exposures
COVID-19
2 Reasons to Like SMRT and 1 to Stay Skeptical
December 02, 2025
Via
StockStory
Tickers
SMRT
Exposures
COVID-19
< 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.