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 >
Federal Reserve's Rate Cut: Unpacking the Ripples Through Your Personal Finances
Today 16:15 EDT
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tickers
AAPL
BAC
BLDR
CCL
CEG
DHI
Exposures
Debt Markets
Economy
Interest Rates
Fed Cuts Rates to Three-Year Low as Government Shutdown Clouds Economic Outlook
Today 16:11 EDT
Via
MarketMinute
Topics
Bonds
Economy
Stocks
Tickers
LMT
NVDA
RTX
Exposures
Debt Markets
Economy
Interest Rates
Fed Cuts Key Interest Rate to 3.75%-4.00% Amidst Persistent Inflation and Weakening Labor Market
Today 16:06 EDT
Via
MarketMinute
Topics
Bonds
Economy
Tickers
AAPL
AMZN
BA
BAC
DHI
F
Exposures
Debt Markets
Economy
Interest Rates
Powell's Prudent Pause: December Rate Cut Far From Certain, Fed Chair Signals
Today 16:04 EDT
Via
MarketMinute
Topics
Bonds
Economy
Stocks
Tickers
BAC
DHI
JPM
LEN
NEE
PG
Exposures
Debt Markets
Economy
Interest Rates
Federal Reserve Cuts Rates Again Amid Deepening Labor Market Worries
Today 16:03 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
Tickers
AAPL
DHI
GOOGL
KBE
LEN
MSFT
Exposures
Artificial Intelligence
COVID-19
Debt Markets
World Bank Strikes Gold: Forecast Predicts Sustained Price Surge Amidst Global Uncertainty
Today 15:53 EDT
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
ABX
AU
GOLD
NEM
Exposures
Debt Markets
Economy
Interest Rates
US Fed Cuts Key Interest Rate to 3.75%-4.00% Amidst Persistent Inflation and Softening Labor Market
Today 15:49 EDT
Via
MarketMinute
Topics
Bonds
Economy
Supply Chain
Tickers
AMZN
BAC
BLDR
DHI
DUK
F
Exposures
Debt Markets
Economy
Interest Rates
Boston Industrial Solutions Unveils New and Improved Natron® UV Screen Printing Ink
Today 15:41 EDT
Via
PRLog
Topics
Artificial Intelligence
Bonds
Exposures
Artificial Intelligence
Debt Markets
Beyond the Ticker: Unlocking the Next Frontier of Financial Markets with Alternative Assets, DeFi, and AI
Today 14:59 EDT
Via
TokenRing AI
Topics
Artificial Intelligence
Bonds
Economy
Tickers
BK
BLK
COIN
JPM
KKR
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
The Gift That Can’t Be Bought: One Heart, Two Lives, and the Power of Redemption
Today 14:58 EDT
Via
AB Newswire
Topics
Bonds
Tickers
AMZN
Exposures
Debt Markets
India Demands Green Dollars and Technology at COP30: A Critical Juncture for Global Climate Finance
Today 14:41 EDT
Via
TokenRing AI
Topics
Artificial Intelligence
Bonds
Climate Change
Tickers
GOOGL
TTM
Exposures
Artificial Intelligence
Climate
Debt Markets
Federal Reserve Cuts Rates Amid Softening Economy, Signals Further Easing
Today 14:10 EDT
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tickers
AAPL
BAC
DHI
JPM
LEN
MSFT
Exposures
Debt Markets
Economy
Interest Rates
The Great Diversification: How Alternative Investments and Digital Assets Are Reshaping Finance
Today 14:06 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
APO
ARES
ASX:MQG
BAM
BK
BLK
Exposures
Artificial Intelligence
Debt Markets
Intellectual Property
Inflation Watch: A Dovish Fed Navigates Sticky Prices Amidst Economic Uncertainty
Today 14:01 EDT
Via
MarketMinute
Topics
Bonds
Economy
World Trade
Tickers
AMZN
BAC
CAT
DHI
JPM
LEN
Exposures
Debt Markets
Economy
Interest Rates
PIMCO’s Active Bond ETF Draws Institutional Confidence in a Market That Rewards Skill
Today 13:52 EDT
Via
The Motley Fool
Topics
Bonds
Derivatives
ETFs
Tickers
BNDX
BOND
Exposures
Debt Markets
Derivatives
Legal
Markets Hold Breath: Fed Rate Cut Anticipated as Investors Scrutinize Powell's Every Word
Today 13:49 EDT
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tickers
AAPL
BAC
DHI
GOOGL
JPM
LEN
Exposures
Debt Markets
Economy
Interest Rates
Navigating the Financial Tides: An Investor's Timeless Guide to Bull and Bear Markets
Today 13:41 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Bonds
Tickers
AAPL
JNJ
MSFT
PG
Exposures
Artificial Intelligence
COVID-19
Debt Markets
Federal Reserve Poised for Another Rate Cut: What Investors Need to Know on This Pivotal Day
Today 13:28 EDT
Via
MarketMinute
Topics
Bonds
Economy
Tickers
AAPL
AMZN
BAC
CVX
DHI
JPM
Exposures
Debt Markets
Economy
Interest Rates
Natixis Declares Gold's New $3,000 Floor Amidst Unlikely Test
Today 13:25 EDT
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
ABX
AEM
GOLD
NEM
Exposures
Debt Markets
Interest Rates
Supply Chain
Gold Soars Past $4,000 in Historic Rally, Fueled by Federal Reserve Rate Cut Hopes
Today 13:23 EDT
Via
MarketMinute
Topics
Bonds
Economy
Tickers
ABX
GLD
GOLD
GS
JPM
NEM
Exposures
Debt Markets
Interest Rates
JEX AI Unveils Groundbreaking DeFi Protocol: Bridging Crypto Capital with Real-World NVIDIA AI Power
Today 13:14 EDT
Via
BreakingCrypto
Topics
Artificial Intelligence
Bonds
Intellectual Property
Tickers
NVDA
Exposures
Artificial Intelligence
Debt Markets
Intellectual Property
Federal Reserve Signals Deeper Cuts: A New Era of Monetary Easing and its Market Ramifications
Today 13:10 EDT
Via
MarketMinute
Topics
Bonds
Economy
Tickers
AAPL
AMZN
GOOGL
GS
JPM
META
Exposures
Debt Markets
Economy
Interest Rates
Isaiah Counseling and Wellness Explains Effective Conflict Resolution Strategies for Couples
Today 13:06 EDT
Via
Get News
Topics
Bonds
Exposures
Debt Markets
Morgan Stanley Bets Big on Commodities: Gold and Copper Shine Amidst Inflationary Pressures
Today 12:41 EDT
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
ABX
ASX:BHP
ASX:RIO
BHP
FCX
GOLD
Exposures
Debt Markets
Economy
Interest Rates
Gold Soars Above $4,000, Silver Jumps: A 'Golden Rally' Ignited by Fed Rate Cut Hopes
Today 11:59 EDT
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
ABX
GOLD
NEM
PAAS
WPM
Exposures
Debt Markets
Economy
Interest Rates
Fed Navigates Economic Crosscurrents: Rate Cut Anticipated Amidst Inflation and Softening Labor Market
Today 11:23 EDT
Via
MarketMinute
Topics
Bonds
Economy
Energy
Tickers
AAPL
DHI
JPM
KBE
KO
LEN
Exposures
Debt Markets
Economy
Fossil Fuels
Navigating the Turbulence: Understanding Market Volatility Amidst Record Highs
Today 11:18 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Bonds
Tickers
AAPL
AMZN
BCS
GOOGL
GSK
HSBC
Exposures
Artificial Intelligence
COVID-19
Debt Markets
Federal Reserve Delivers Second Rate Cut of 2025: Wall Street Cheers Easing Amid Economic Crosscurrents
Today 11:00 EDT
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tickers
AAPL
AMZN
DHI
LEN
RCL
Exposures
Debt Markets
Economy
Interest Rates
Federal Reserve Pivots to Easing: Second Rate Cut of 2025 Signals Support for Cooling Economy
Today 10:28 EDT
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tickers
AAPL
AMZN
BRK-A
BRK-B
DHI
DIS
Exposures
Debt Markets
Economy
Interest Rates
Federal Reserve Cuts Rates: A Pivotal Move Amidst Economic Crosscurrents
Today 10:15 EDT
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tickers
ALL
BAC
BLDR
CAT
DHI
GOOGL
Exposures
COVID-19
Debt Markets
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.