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 >
CRA, Flex, ePlus, and TD SYNNEX Stocks Trade Up, What You Need To Know
January 21, 2026
Via
StockStory
Topics
Bonds
Economy
Government
Tickers
AMD
CRAI
FLEX
NVDA
PLUS
SNX
Exposures
Debt Markets
Interest Rates
Political
ScanSource, Robert Half, ManpowerGroup, Fair Isaac Corporation, and Driven Brands Shares Skyrocket, What You Need To Know
January 21, 2026
Via
StockStory
Topics
Bonds
Economy
Government
Tickers
AMD
DRVN
FICO
MAN
NVDA
RHI
Exposures
Debt Markets
Interest Rates
Political
Datadog, Wix, 8x8, Akamai Technologies, and Asure Software Stocks Trade Up, What You Need To Know
January 21, 2026
Via
StockStory
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AKAM
AMD
ASUR
DDOG
EGHT
NVDA
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
Atlassian, The Trade Desk, and Bandwidth Shares Skyrocket, What You Need To Know
January 21, 2026
Via
StockStory
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMD
BAND
NVDA
TEAM
TTD
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
Etsy, Upwork, Wayfair, and Remitly Stocks Trade Up, What You Need To Know
January 21, 2026
Via
StockStory
Topics
Bonds
Economy
Government
Tickers
AMD
ETSY
NVDA
RELY
UPWK
W
Exposures
Debt Markets
Economy
Interest Rates
Carvana, Revolve, Bumble, Shutterstock, and LendingTree Shares Are Soaring, What You Need To Know
January 21, 2026
Via
StockStory
Topics
Bonds
Economy
Government
Tickers
AMD
BMBL
CVNA
NVDA
RVLV
SSTK
Exposures
Debt Markets
Interest Rates
Political
Gold and Silver See Renewed Interest as Investors Brace for Economic Uncertainty
January 21, 2026
Via
AB Newswire
Topics
Bonds
Economy
Retirement
Exposures
Debt Markets
Interest Rates
Pension
Inflation on the Brink: Tomorrow's High-Stakes PCE Release to Dictate the Fed’s 2026 Playbook
January 21, 2026
Via
MarketMinute
Topics
Bonds
Economy
Tickers
AAPL
GS
JPM
MSFT
TGT
WMT
Exposures
Debt Markets
Economy
Interest Rates
The Era of Light: Silicon Photonics Shatters the ‘Memory Wall’ as AI Scaling Hits the Copper Ceiling
January 21, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
AVGO
CSCO
INTC
MRVL
NVDA
Exposures
Artificial Intelligence
Debt Markets
Supply Chain
The Changing of the Guard: Trump Signals End of the Powell Era with New Fed Shortlist
January 21, 2026
Via
MarketMinute
Topics
Bonds
Economy
Government
Tickers
AAPL
DHI
GS
JPM
KO
MS
Exposures
Debt Markets
Economy
Interest Rates
This Global ETF Could Help You Survive a Weaker Dollar in 2026
↗
January 21, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Tickers
VXUS
Exposures
Debt Markets
Interest Rates
Tariff
The Bond Market Is (So Far) Unconvinced
↗
January 21, 2026
Via
Talk Markets
Topics
Bonds
Stocks
Exposures
Debt Markets
US Equities
Wealth Manager Turns to JBND, According to Recent SEC Filing
↗
January 21, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
JBND
JPM
VCIT
Exposures
Debt Markets
Legal
Regulatory
Gold's Record Rally Continues, Supported By 'Sell America' Trade
↗
January 21, 2026
Via
Investor's Business Daily
Topics
Bonds
Government
Exposures
Debt Markets
Political
Treasury Yields Retreat: 10-Year Yield Falls Below 4.15% After Cooling Inflation Data
January 21, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
C
DHI
INTC
JPM
LEN
NEE
Exposures
Artificial Intelligence
Debt Markets
Economy
Stocks Rally as Greenland Tensions Ease
January 21, 2026
Via
Barchart.com
Topics
Bonds
Economy
Government
Exposures
Debt Markets
Interest Rates
Political
Paul Chan attends the World Economic Forum Annual Meeting in Switzerland; spotlights Hong Kong’s advantages as an international hub for trade and finance
January 21, 2026
Via
TheNewswire.com
Topics
Bonds
Exposures
Debt Markets
Paul Chan attends the World Economic Forum Annual Meeting in Switzerland; spotlights Hong Kong’s advantages as an international hub for trade and finance
January 21, 2026
Via
MediaOutReach
Topics
Bonds
Exposures
Debt Markets
Stocks Rebound as President Trump Eases Rhetoric on Greenland
January 21, 2026
Via
Barchart.com
Topics
Bonds
Economy
Government
Exposures
Debt Markets
Interest Rates
Political
Daily Market Outlook - Wednesday, Jan. 21
↗
January 21, 2026
Via
Talk Markets
Topics
Bonds
Exposures
Debt Markets
S&P Futures Tick Lower With Focus on Trump’s Davos Address and Corporate Earnings
January 21, 2026
Via
Barchart.com
Topics
Bonds
Government
Stocks
Tickers
MMM
MS
NVDA
SCHW
TSLA
Exposures
Debt Markets
Political
US Equities
An Interfaith Coalition Joins Together for Community Day to Bring Hope to South Central Los Angeles
January 21, 2026
Via
Zexprwire
Topics
Bonds
Exposures
Debt Markets
3 Top ETFs Yielding 3% or More to Buy and Hold for Passive Income
↗
January 21, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Stocks
Tickers
BND
JEPI
SCHD
SCHW
Exposures
Debt Markets
US Equities
The ARK 21Shares Bitcoin ETF: Buy, Sell, or Hold in 2026?
↗
January 21, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Tickers
ARKB
Exposures
Debt Markets
Interest Rates
Bonds, Borders And Central Banks
↗
January 21, 2026
Via
Talk Markets
Topics
Bonds
World Trade
Exposures
Debt Markets
Tariff
Opendoor CEO Cheers Trump’s Crackdown On Wall Street Homebuyers As ‘Massive Step’ Toward Affordability
↗
January 21, 2026
Via
Stocktwits
Topics
Bonds
Government
Tickers
AMH
BX
DHI
INVH
LEN
OPEN
Exposures
Debt Markets
Political
Japanese Bond Market Sees Historic Sell-Off: What It Means For US
↗
January 21, 2026
Via
Benzinga
Topics
Bonds
Exposures
Debt Markets
3 Mid-Cap Stocks We Find Risky
January 20, 2026
Via
StockStory
Topics
Bonds
Tickers
CHTR
CNA
LSCC
Exposures
Debt Markets
Hancock Whitney HWC Q4 2025 Earnings Transcript
↗
January 20, 2026
Via
The Motley Fool
Topics
Bonds
Tickers
HWC
Exposures
Debt Markets
Schwab’s Strategic Pivot: How the Brokerage Giant Conquered 'Cash Sorting' to Enter 2026 on the Offensive
January 20, 2026
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
AMTD
BLK
FRGE
HOOD
IBKR
SCHW
Exposures
Debt Markets
Economy
Interest Rates
< 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.