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
...
84
85
Next >
Despite an Earnings Miss, Super Micro Computer’s (SMCI) Options Flow Points to a Potential Reversal
November 10, 2025
Via
Barchart.com
Topics
Derivatives
Earnings
Exposures
Derivatives
Financial
Silver Squeeze? Unpacking Supply Chain Woes in the Precious Metal Market
November 10, 2025
Via
MarketMinute
Topics
Derivatives
Economy
World Trade
Tickers
AG
ASX:BHP
ASX:RIO
BHP
FSLR
GM
Exposures
Derivatives
Economy
Interest Rates
Coinbase Unveils Groundbreaking Early Access Platform, Reshaping Crypto Token Launches
November 10, 2025
Via
BreakingCrypto
Topics
Derivatives
Economy
Tickers
COIN
Exposures
Derivatives
Economy
Inside Dynamic Alpha: The Discipline of Quantitative Thinking
November 10, 2025
Via
Binary News Network
Topics
Derivatives
Exposures
Derivatives
CFTC Greenlights Leveraged Spot Crypto Trading for US Retail: A New Era Dawns for Digital Assets
November 10, 2025
Via
BreakingCrypto
Topics
Derivatives
Exposures
Derivatives
CFTC Paves Way for US Retail Traders to Access Leveraged Spot Crypto, Opening New Trading Avenues
November 10, 2025
Via
BreakingCrypto
Topics
Derivatives
ETFs
Economy
Tickers
CME
COIN
ICE
Exposures
Derivatives
Interest Rates
Legal
CFTC Unleashes “Golden Age of Crypto”: Leveraged Trading and Stablecoin Collateral Set to Reshape U.S. Markets
November 10, 2025
Via
BreakingCrypto
Topics
Derivatives
Regulatory Compliance
Tickers
COIN
Exposures
Derivatives
Legal
Regulatory
Toobit to list Dæmon (DMN) for spot trading on November 11, 2025
November 10, 2025
Via
Binary News Network
Topics
Derivatives
Exposures
Derivatives
Dynamic Alpha: Redefining Systematic Commodity Investing
November 10, 2025
Via
Binary News Network
Topics
Derivatives
Regulatory Compliance
Exposures
Derivatives
Legal
Regulatory
Dynamic Alpha’s Global Architecture: Integrating Cross-Market Intelligence
November 10, 2025
Via
Binary News Network
Topics
Derivatives
Exposures
Derivatives
Dynamic Alpha and Optima Global Jointly Launch Next-Generation Quantitative Model
November 10, 2025
Via
Binary News Network
Topics
Artificial Intelligence
Derivatives
ETFs
Exposures
Artificial Intelligence
Derivatives
The Crypto Phoenix Rises: Market Rebounds 4% After Multi-Month Lows, Signaling Cautious Optimism and Institutional Resilience
November 10, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
Derivatives
ETFs
Tickers
ARKK
BLK
FIS
FNF
MA
Exposures
Artificial Intelligence
Derivatives
Economy
Dogecoin Eyes Historic $1-$2 Surge as Bitwise ETF Looms and Whales Accumulate
November 10, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
Derivatives
ETFs
Tickers
SCHW
TSLA
Exposures
Artificial Intelligence
Derivatives
Interest Rates
Crypto Whales Orchestrate a Market Rebound: A Deep Dive into the 4% Recovery
November 10, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
Derivatives
ETFs
Exposures
Artificial Intelligence
Derivatives
Interest Rates
$76 Million Worth of Shiba Inu Tokens Locked Into Derivatives Market Amid Rising Activity
↗
November 09, 2025
Via
Benzinga
Topics
Derivatives
Exposures
Derivatives
The Multi-Asset Revolution: How Integrated Platforms are Reshaping Bitcoin Trading
November 08, 2025
Via
MarketMinute
Topics
Derivatives
ETFs
Regulatory Compliance
Tickers
BLK
COIN
DB
FIS
FLC
HOOD
Exposures
Derivatives
Legal
Regulatory
Beyond Bitcoin: The Multi-Asset Broker Boom Reshapes Crypto Trading Landscape
November 08, 2025
Via
BreakingCrypto
Topics
Derivatives
Intellectual Property
Exposures
Derivatives
Intellectual Property
No-KYC Leverage Platforms Surge: BexBack’s 100x Offerings Ignite Debate Over Anonymity vs. Risk
November 08, 2025
Via
BreakingCrypto
Topics
Derivatives
Exposures
Derivatives
SEBI Issues Stern Warning Against Unregulated Digital Gold Investments
November 08, 2025
Via
MarketMinute
Topics
Derivatives
ETFs
Fraud
Tickers
AMZN
Exposures
Derivatives
Legal
Regulatory
The Saturday Spread: How the Game of Baseball Can Be Used to Effectively Trade Options
November 08, 2025
Via
Barchart.com
Topics
Derivatives
Tickers
CL
Exposures
Derivatives
India's Milan Parikh Represents the Nation at the 2025 Global Financial Elite Showdown
November 08, 2025
Via
24-7 Press Release
Topics
Derivatives
Tickers
GS
HSBC
JPM
UBS
Exposures
Derivatives
Bitcoin Defies Gravity: Brief Recovery to $103,000 Sparks Hope Amidst Extreme Fear
November 07, 2025
Via
BreakingCrypto
Topics
Derivatives
ETFs
Economy
Tickers
DJT
Exposures
Derivatives
Economy
Political
Oil Market Rollercoaster: Analyzing the Impact of Recent Surges on Energy Sector Stocks Amidst Evolving Dynamics
November 07, 2025
Via
MarketMinute
Topics
Derivatives
Economy
Energy
Tickers
CVX
DAL
JPM
XOM
Exposures
Derivatives
Economy
Fossil Fuels
Take Your Big Tech Investing To The Next Level With The Magnificent 10 Index From Cboe - Learn How At This Webinar
November 07, 2025
Via
NewMediaWire
Topics
Artificial Intelligence
Derivatives
Tickers
AVGO
Exposures
Artificial Intelligence
Derivatives
Take Your Big Tech Investing To The Next Level With The Magnificent 10 Index From Cboe - Learn How At This Webinar
November 07, 2025
Via
TheNewswire.com
Topics
Artificial Intelligence
Derivatives
Tickers
AVGO
Exposures
Artificial Intelligence
Derivatives
AI Blockchain Project Near Protocol Surges 38% Friday, but Not for the Reason You May Think
↗
November 07, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Derivatives
Economy
Exposures
Artificial Intelligence
Derivatives
Economy
The Golden Paradox: Oil's Descent and Gold's Ascent Amidst Inflationary Crosscurrents in November 2025
November 07, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
Tickers
ABX
AEM
BKR
COP
DAL
DVN
Exposures
Artificial Intelligence
COVID-19
Debt Markets
Poland's Gold Rush: National Bank Leads Central Bank Demand Amidst $4000 Gold Prices
November 07, 2025
Via
MarketMinute
Topics
Bonds
Derivatives
ETFs
Tickers
ABX
AEM
AGI
FNV
GOLD
GS
Exposures
Debt Markets
Derivatives
Economy
Crypto’s Coming of Age: By 2026, Institutional Embrace and Mainstream Appeal Redefine American Investing
November 07, 2025
Via
BreakingCrypto
Topics
Derivatives
ETFs
Economy
Tickers
SEC
Exposures
Derivatives
Interest Rates
Legal
JPMorgan Reveals $343 Million Worth Of BlackRock’s Bitcoin ETF Holdings
↗
November 07, 2025
Via
Stocktwits
Topics
Derivatives
ETFs
Tickers
BLK
BTC
IBIT
JPM
XLF
Exposures
Derivatives
< Previous
1
2
3
4
5
6
7
8
9
...
84
85
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.