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
...
92
93
Next >
Meme Coins Jump Double Digits While Bitcoin Holds Near $93,000
↗
January 05, 2026
Via
Stocktwits
Topics
Derivatives
Tickers
BTC
ETH
Exposures
Derivatives
All InX Global Product Matrix: Anchoring the Financial Super-Terminal of the RWA Era
January 05, 2026
Via
Binary News Network
Topics
Derivatives
Economy
Exposures
Derivatives
Economy
Popular Risk Trader James Wynn Says His ‘Comeback Will Be Violent’
↗
January 04, 2026
Via
Stocktwits
Topics
Derivatives
Tickers
BTC
COIN
WYNN
Exposures
Derivatives
Bitcoin Reclaims $91K On Geopolitical Jolt, Short Liquidations Drive Rally
↗
January 03, 2026
Via
Stocktwits
Topics
Derivatives
Tickers
ADA
BTC
ETH
XRP
Exposures
Derivatives
Surviving the Deep Freeze: Neul20s Unveils the Mid-Winter Barrier Survival Guide
January 02, 2026
Via
AB Newswire
Topics
Derivatives
Exposures
Derivatives
AppLovin Stock Just Plunged Below a Key Support Level. Should You Buy the Dip?
January 02, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Derivatives
Exposures
Artificial Intelligence
Derivatives
Axcelis Director Sells 2,000 Shares as Veeco Merger Advances Through Regulatory Review
↗
January 02, 2026
Via
The Motley Fool
Topics
Derivatives
Regulatory Compliance
Supply Chain
Tickers
ACLS
Exposures
Derivatives
Legal
Regulatory
The New Oracle: How Prediction Markets Redefined Political Forecasting After the Great Legal Thaw
January 02, 2026
Via
MarketMinute
Topics
Climate Change
Derivatives
Economy
Tickers
COIN
HOOD
IBKR
WBD
Exposures
Climate
Derivatives
Interest Rates
Coinbase (COIN) Stock Is Up, What You Need To Know
January 02, 2026
Via
StockStory
Topics
Artificial Intelligence
Derivatives
Initial Public Offering
Tickers
COIN
KO
MSFT
Exposures
Artificial Intelligence
Derivatives
Securities Market
India’s Strategic Pivot: GIFT-IFSC Challenges Singapore and Dubai for Global Commodity Dominance
January 02, 2026
Via
MarketMinute
Topics
Derivatives
Economy
Energy
Tickers
ASX:EME
TTM
Exposures
Derivatives
Economy
Fossil Fuels
The Great Silver Disconnect: Physical Prices Hit $130 as Paper Markets Face Systemic Liquidity Crisis
January 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
Tickers
AG
BAC
C
CME
HSBC
JPM
Exposures
Artificial Intelligence
Derivatives
Electric Vehicles
Bullion Fever: MCX Futures Turnover Overtakes NSE Stock Futures as Gold and Silver Hit Historic Highs
January 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
Economy
Exposures
Artificial Intelligence
Derivatives
Interest Rates
Prediction: A Single Bitcoin Will Be Worth $150,000 in 1 Year
↗
January 02, 2026
Via
The Motley Fool
Topics
Derivatives
Government
Tickers
JPM
MSTR
TSLA
Exposures
Derivatives
Political
MSTR Options Exposure Dwarfs Tesla, Nvidia, Meta – Michael Saylor Says Bitcoin Makes The Stock ‘Interesting’
↗
January 02, 2026
Via
Stocktwits
Topics
Derivatives
Tickers
AAPL
AMZN
GOOG
MAGS
META
MSFT
Exposures
Derivatives
Bitcoin Eyes $100,000: Technical Breakout Above 21-Day Moving Average Signals 2026 Bull Charge
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
Tickers
BLK
COIN
FIS
MARA
MSTR
RIOT
Exposures
Artificial Intelligence
Derivatives
The New Guard: Why Robinhood and Coinbase are the Definitive Financial Stocks of 2026
January 01, 2026
Via
MarketMinute
Topics
Credit Cards
Derivatives
ETFs
Tickers
COIN
GS
HOOD
JPM
SCHW
USDC
Exposures
Derivatives
Economy
Interest Rates
Is Vistra Stock a Buy Now?
↗
January 01, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Derivatives
Energy
Tickers
VST
Exposures
Artificial Intelligence
Derivatives
Electricity Generation
UIDI Crypto Obtains FinCEN MSB Certification in the U.S., Surpasses 1 Million Global Registered Users — Ushering Decentralized Futures Trading into a New Era of Compliance and Scale
January 01, 2026
Via
Press Release Distribution Service
Topics
Derivatives
Exposures
Derivatives
Singapore Exchange (SGX) Navigates a Year-End Cooling Period as 2026 Global Interest Rate Shifts Loom
January 01, 2026
Via
MarketMinute
Topics
Derivatives
Economy
Initial Public Offering
Tickers
CME
ICE
NDAQ
Exposures
Derivatives
Interest Rates
Securities Market
Wall Street Prepares for 2026: NYSE and Nasdaq Set Holiday Hours as Bond Markets Signal Early Exit
December 31, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
Tickers
CME
HOOD
IBKR
ICE
NDAQ
SCHW
Exposures
Artificial Intelligence
Debt Markets
Derivatives
FTAEXCHANGE Launches Global Multi-Asset Infrastructure Strategy, Unveiling AI Risk Control and Cross-Market Liquidity Systems
December 31, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Derivatives
Exposures
Artificial Intelligence
Derivatives
Bitcoin, Ethereum Rise As Short Liquidations Fuel Late-Session Bounce
↗
December 30, 2025
Via
Stocktwits
Topics
Derivatives
Tickers
ADA
BTC
ETH
SOL
TRX
XRP
Exposures
Derivatives
3 Financials Stocks with Warning Signs
December 30, 2025
Via
StockStory
Topics
Derivatives
Stocks
Tickers
CME
NDAQ
PWP
Exposures
Derivatives
US Equities
Why One Fund Ditched $6.3 Million of This Clean Energy ETF Amid a Steep Rally
↗
December 30, 2025
Via
The Motley Fool
Topics
Derivatives
ETFs
Regulatory Compliance
Tickers
ICLN
Exposures
Derivatives
Legal
Regulatory
Bitcoin Stalls As Gold Soars: Will A $27 Billion Options Expiry Trigger A Breakout?
↗
December 30, 2025
Via
Benzinga
Topics
Derivatives
Exposures
Derivatives
The Great Divergence: Precious Metals Surge as Wall Street Stumbles in Year-End Rotation
December 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
Tickers
ABX
AEM
GOLD
META
NEM
NVDA
Exposures
Artificial Intelligence
Derivatives
Interest Rates
Safe-Haven Surge: Gold and Silver Stage Dramatic Year-End Rebound Amid Escalating Geopolitical Storms
December 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
Economy
Tickers
ABX
AG
GOLD
NEM
PAAS
WPM
Exposures
Artificial Intelligence
Derivatives
Fossil Fuels
Toobit to list Tradehub (TRHUB) for spot trading on January 5, 2026
December 30, 2025
Via
Binary News Network
Topics
Artificial Intelligence
Derivatives
Exposures
Artificial Intelligence
Derivatives
DURALUMEN Trading Center Releases Modular Trading Service Architecture to Support Diverse Trading Scenarios
December 30, 2025
Via
24-7 Press Release
Topics
Derivatives
Exposures
Derivatives
Palantir Stock Is Up 145% in 2025. What The Data Tells Us to Expect for the New Year.
December 29, 2025
Via
Barchart.com
Topics
Artificial Intelligence
Derivatives
Tickers
BAC
Exposures
Artificial Intelligence
Derivatives
< Previous
1
2
3
4
5
6
7
8
9
...
92
93
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.