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
...
6
7
8
9
10
11
12
13
14
...
99
100
Next >
1 Healthcare Stock to Keep an Eye On and 2 We Avoid
July 28, 2026
Via
StockStory
Tickers
CAH
MRNA
TXG
Exposures
COVID-19
1 Growth Stock to Stash and 2 Facing Challenges
July 28, 2026
Via
StockStory
Topics
Credit Cards
Energy
Tickers
GLNG
TDUP
TEAM
Exposures
COVID-19
Fossil Fuels
Interest Rates
QuinStreet (QNST): 3 Reasons We Love This Stock
July 28, 2026
Via
StockStory
Topics
Artificial Intelligence
Stocks
Tickers
QNST
Exposures
Artificial Intelligence
COVID-19
US Equities
New Cody Moxam Scholarship Awards $1,000 to Students Connecting Biomedical Engineering With Mental Health
July 27, 2026
Via
AB Newswire
Exposures
COVID-19
After Soaring Nearly 90% Thus Far in 2026, Is Moderna's Stock Still a Buy?
↗
July 27, 2026
Via
The Motley Fool
Tickers
MRNA
Exposures
COVID-19
Product Safety
Cadence Design Systems (NASDAQ:CDNS) Beats Q2 CY2026 Sales Expectations, Full-Year Outlook Slightly Exceeds Expectations
July 27, 2026
Via
StockStory
Topics
Artificial Intelligence
Intellectual Property
Tickers
CDNS
Exposures
Artificial Intelligence
COVID-19
Intellectual Property
Ideal Wellness Applies Advanced Functional Protocols for Long Covid Treatment in Baltimore, MD
July 27, 2026
Via
AB Newswire
Exposures
COVID-19
Muscatine Walk-In Rapid Testing For Flu, RSV & Strep: Urgent Care Expanded
July 27, 2026
Via
Press Release Distribution Service
Exposures
COVID-19
GOP Congressman Slams JD Vance's Silence Over CDC's $1.24 Billion Pfizer COVID Vaccine Contracts: 'Why Isn’t He Speaking Out'
↗
July 27, 2026
Via
Benzinga
Topics
Government
Tickers
PFE
Exposures
COVID-19
Political
3 Reasons We Love Blue Bird (BLBD)
July 27, 2026
Via
StockStory
Tickers
BLBD
Exposures
COVID-19
Q1 Earnings Highlights: Moderna (NASDAQ:MRNA) Vs The Rest Of The Therapeutics Stocks
July 26, 2026
Via
StockStory
Topics
Artificial Intelligence
Tickers
MRNA
NVAX
Exposures
Artificial Intelligence
COVID-19
If I Were Starting Over With $500 to Invest, I'd Begin by Building a Portfolio Around This Unstoppable Stock
↗
July 26, 2026
Via
The Motley Fool
Tickers
DIS
GOOG
GOOGL
NFLX
Exposures
COVID-19
Why I Wouldn't Touch This 6.5% Yielder, Even at a Discount
↗
July 26, 2026
Via
The Motley Fool
Topics
Energy
Tickers
ENB
EPD
ET
Exposures
COVID-19
Fossil Fuels
3 High-Yield Dividend Stocks You Won't Regret Doubling Up on Right Now
↗
July 26, 2026
Via
The Motley Fool
Topics
Energy
Tickers
ARCC
ENB
EPD
Exposures
COVID-19
Fossil Fuels
President Trump's Strait of Hormuz Blockade Pushed the S&P 500 Down 0.79%
↗
July 26, 2026
Via
The Motley Fool
Topics
Economy
Government
Stocks
Exposures
COVID-19
Economy
Political
The Clock Is Ticking on Wall Street's $1.5 Trillion Powder Keg, and History Says Time Is Almost Up
↗
July 25, 2026
Via
The Motley Fool
Topics
Economy
Stocks
World Trade
Exposures
COVID-19
Interest Rates
Tariff
An Inflation Double Whammy Awaits Wall Street, Making a Stock Market Crash Likelier Under President Donald Trump
↗
July 25, 2026
Via
The Motley Fool
Topics
Economy
Government
Stocks
Tickers
MU
NVDA
Exposures
COVID-19
Fossil Fuels
Interest Rates
Breath of Life Recognizes the Emotional and Spiritual Calling of Respiratory Therapists Through a Faith-Centered Reflection Journal
July 25, 2026
Via
GlobePRwire
Exposures
COVID-19
Should You Buy Roblox Stock Before July 30?
↗
July 25, 2026
Via
The Motley Fool
Tickers
RBLX
Exposures
COVID-19
Award-Winning Abstract Artist Clara Berta Featured in LA Exhibition Opens Aug 1
July 24, 2026
Via
Press Release Distribution Service
Exposures
COVID-19
Grungo Law Names Lynda Venuto of Hurffville Elementary School as 2026 South Jersey Teacher of the Year
July 24, 2026
Via
Law Firm Newswire
Exposures
COVID-19
Flights Are Cheaper Than Before COVID. Here's Why Airlines Are Still Making More Money
↗
July 24, 2026
Via
Benzinga
Tickers
AAL
Exposures
COVID-19
NetworkNewsBreaks – NanoViricides (NYSE American: NNVC) Announces Approximately $3.8 Million Registered Direct Offering
July 24, 2026
Via
Investor Brand Network
Topics
Intellectual Property
Tickers
NNVC
Exposures
COVID-19
Intellectual Property
2 of Warren Buffett's Biggest Swings and Misses Share a Common Theme
↗
July 24, 2026
Via
The Motley Fool
Topics
Retirement
Tickers
AAPL
BRK-A
BRK-B
DIS
ORCL
PSKY
Exposures
COVID-19
Pension
US Home Healthcare Market Size, Trends, and Growth Forecast 2026-2033
↗
July 24, 2026
Via
Talk Markets
Topics
Economy
Exposures
COVID-19
Economy
1 Growth Stock with All-Star Potential and 2 We Avoid
July 24, 2026
Via
StockStory
Tickers
CSCO
DELL
NTRS
VRNS
Exposures
COVID-19
2 Growth Stocks with All-Star Potential and 1 We Find Risky
July 24, 2026
Via
StockStory
Topics
Artificial Intelligence
Tickers
ADI
CSCO
LCID
TASK
TSLA
Exposures
Artificial Intelligence
COVID-19
3 Growth Stocks with Explosive Upside
July 24, 2026
Via
StockStory
Topics
Artificial Intelligence
Tickers
CSCO
DKS
SE
SMCI
Exposures
Artificial Intelligence
COVID-19
2 Reasons to Watch ANIP and 1 to Stay Cautious
July 24, 2026
Via
StockStory
Tickers
ANIP
Exposures
COVID-19
Therapeutics Stocks Q1 Highlights: Moderna (NASDAQ:MRNA)
July 23, 2026
Via
StockStory
Topics
Artificial Intelligence
Tickers
MRNA
NVAX
Exposures
Artificial Intelligence
COVID-19
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
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.