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 >
BioNTech Maps Oncology Push, $1B Buyback and Manufacturing Cuts at AGM
↗
May 15, 2026
Via
MarketBeat
Tickers
BNTX
PFE
Exposures
COVID-19
BioMedNewsBreaks — NanoViricides (NYSE American: NNVC) Advances NV-387 Development Across Multiple Viral Disease Targets
May 15, 2026
Via
Investor Brand Network
Topics
Intellectual Property
Tickers
NNVC
Exposures
COVID-19
Intellectual Property
Product Safety
Fortran Corporation Announces 1st Quarter Earnings for 2026
May 15, 2026
Via
NewMediaWire
Topics
Artificial Intelligence
Tickers
FRTN
Exposures
Artificial Intelligence
COVID-19
Fortran Corporation Announces 1st Quarter Earnings for 2026
May 15, 2026
Via
TheNewswire.com
Topics
Artificial Intelligence
Tickers
FRTN
Exposures
Artificial Intelligence
COVID-19
My Top 3 Healthcare Stocks for May 2026
↗
May 15, 2026
Via
The Motley Fool
Tickers
ISRG
LLY
PFE
Exposures
COVID-19
Wall Street Bids Adieu to Fed Chair Jerome Powell and Ushers in an Era of Historic FOMC Division
↗
May 15, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
Exposures
Artificial Intelligence
COVID-19
Interest Rates
Americans Are Angry About Inflation, and Neither Party Has an Answer. 3 Defensive Consumer Stocks to Own Right Now.
↗
May 15, 2026
Via
The Motley Fool
Topics
Economy
Tickers
CL
CLX
DUK
PG
WMT
Exposures
COVID-19
Interest Rates
3 Market-Beating Stocks to Research Further
May 15, 2026
Via
StockStory
Tickers
COR
GILD
MRVL
Exposures
COVID-19
3 Growth Stocks We Approach with Caution
May 15, 2026
Via
StockStory
Tickers
BSM
CSCO
RGA
SUPN
Exposures
COVID-19
1 Growth Stock with Explosive Upside and 2 Facing Headwinds
May 15, 2026
Via
StockStory
Tickers
CSCO
PAR
RGEN
VEEV
Exposures
COVID-19
1 Growth Stock to Stash and 2 We Find Risky
May 15, 2026
Via
StockStory
Tickers
EBC
FAF
MTSI
Exposures
COVID-19
Spotting Winners: Global Industrial (NYSE:GIC) And Maintenance and Repair Distributors Stocks In Q1
May 14, 2026
Via
StockStory
Topics
Economy
Tickers
GIC
VSEC
Exposures
COVID-19
Supply Chain
Invivyd (IVVD) Q1 2026 Earnings Transcript
↗
May 14, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
IVVD
Exposures
Artificial Intelligence
COVID-19
Invivyd Q1 Earnings Call Highlights
↗
May 14, 2026
Via
MarketBeat
Topics
Earnings
Tickers
IVVD
Exposures
COVID-19
Financial
Pfizer Just Locked In Its Next 5 Years of Growth -- Here's How
↗
May 14, 2026
Via
The Motley Fool
Topics
Intellectual Property
Tickers
PFE
Exposures
COVID-19
Intellectual Property
YETI’s (NYSE:YETI) Q1 CY2026 Sales Top Estimates
May 14, 2026
Via
StockStory
Tickers
YETI
Exposures
COVID-19
3 Healthcare Stocks with Open Questions
May 14, 2026
Via
StockStory
Topics
Retirement
Tickers
BKD
LMAT
NVST
Exposures
COVID-19
Pension
3 Small-Cap Stocks That Fall Short
May 14, 2026
Via
StockStory
Topics
Energy
Tickers
BKV
NVAX
PTON
Exposures
COVID-19
Fossil Fuels
3 Growth Stocks with All-Star Potential
May 14, 2026
Via
StockStory
Tickers
CRWD
CSCO
PINS
SHOP
Exposures
COVID-19
Nexa Provides Update on Cajamarquilla Operation
May 13, 2026
Via
Newsfile
Tickers
NEXA
Exposures
COVID-19
3 Reasons Not to Buy Into the Hantavirus-Related Biotech Rally
↗
May 13, 2026
Via
The Motley Fool
Tickers
BNTX
MRK
MRNA
NVAX
OCGN
PFE
Exposures
COVID-19
Chegg Was Once a High-Flying Tech Stock. Its Shares Now Trade Down 99.03% from Record Highs, All Thanks to AI.
May 13, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
COVID-19
LendingClub Is Rebranding to Happen Bank. Here's Why It Could Be a Catalyst for a Higher Stock Price.
↗
May 13, 2026
Via
The Motley Fool
Topics
Economy
Tickers
LC
Exposures
COVID-19
Interest Rates
Wix (NASDAQ:WIX) Posts Q1 CY2026 Sales In Line With Estimates
May 13, 2026
Via
StockStory
Tickers
WIX
Exposures
COVID-19
2 Growth Stocks with All-Star Potential and 1 We Avoid
May 13, 2026
Via
StockStory
Tickers
BOOT
CSCO
HEI
TOWN
Exposures
COVID-19
1 Growth Stock to Add to Your Roster and 2 That Underwhelm
May 13, 2026
Via
StockStory
Tickers
CSCO
KRUS
SPXC
XRX
Exposures
COVID-19
Balloon and Color Expands Event Styling Across Tri State Area
May 13, 2026
Via
Press Release Distribution Service
Exposures
COVID-19
Prediction: Pfizer Will Beat the Market Over the Next 5 Years
↗
May 12, 2026
Via
The Motley Fool
Topics
Intellectual Property
Tickers
PFE
Exposures
COVID-19
Intellectual Property
Here's Why a Drop in Oil Prices Might Be a Warning Sign for the Economy
↗
May 12, 2026
Via
The Motley Fool
Topics
Economy
Tickers
CVX
Exposures
COVID-19
Economy
Fossil Fuels
3i Infrastructure H2 Earnings Call Highlights
↗
May 12, 2026
Via
MarketBeat
Topics
Earnings
Exposures
COVID-19
Financial
< 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.