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 >
Sangeeta Butani: A Media-Bred Strategist Redefining Brand Growth Through Digital Media Sapiens-TV Interview
February 02, 2026
Via
AB Newswire
Topics
Economy
Exposures
Economy
Why Nobody's Talking About the Bitwise Crypto Industry Innovators ETF (But They Should Be)
↗
February 02, 2026
Via
The Motley Fool
Topics
ETFs
Economy
Tickers
BITQ
COIN
Exposures
Economy
Where Will Ford Motor Company Stock Be in 10 Years?
↗
February 02, 2026
Via
The Motley Fool
Topics
Economy
Government
World Trade
Tickers
F
Exposures
Economy
Political
Tariff
The Pharma Reckoning: 2026 Earnings Unveil a New Era of 'TrumpRx' Deals and Looming Patent Cliffs
February 02, 2026
Via
MarketMinute
Topics
Economy
Government
Intellectual Property
Tickers
BMY
JNJ
LLY
MRK
NVO
PFE
Exposures
Economy
Intellectual Property
Interest Rates
Manufacturing Momentum: US Factory Orders Defy Headwinds with 1.7% Growth Signal
February 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
BA
CAT
DE
Exposures
Artificial Intelligence
Boeing 737
Economy
US Trade Deficit Widens to -$56.8 Billion: A Surprise Drag on GDP Amid AI Infrastructure Surge
February 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AZN
CAT
DE
GS
META
MSFT
Exposures
Artificial Intelligence
Economy
Fossil Fuels
Markets Reeling as Treasury Yields Skyrocket Following Shock Manufacturing Data and Fed Leadership Shakeup
February 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
BAC
JPM
MSFT
O
PLD
Exposures
Artificial Intelligence
Debt Markets
Economy
Mastercard's 2026 Earnings: Growth Surges as Digital Payments Enter a New Era
February 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AXP
MA
V
Exposures
Artificial Intelligence
Economy
Financial
Visa Q1 2026 Earnings: Resilient Consumer Spending and Digital Innovation Drive Growth
February 02, 2026
Via
MarketMinute
Topics
Credit Cards
Economy
World Trade
Tickers
AXP
BAC
GS
JPM
MA
PYPL
Exposures
Economy
Interest Rates
Tariff
Labor Market Resilience Meets Productivity Boom: Assessing the Fed’s Next Move After Jobless Claims Rise
February 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AAPL
JPM
MSFT
Exposures
Artificial Intelligence
Economy
Interest Rates
The Great Cool-Down: U.S. Labor Market Stumbles with Just 50,000 Jobs Added in December
February 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
ENVA
INTC
OMF
PFSI
Exposures
Artificial Intelligence
Debt Markets
Economy
The Great Pause: Federal Reserve Holds Rates Steady Amid "Great Rotation" and Labor Market Cooling
February 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
BAC
META
MSFT
RCL
Exposures
Artificial Intelligence
Debt Markets
Economy
No Recession In 2026, But A Period Of Poor Growth Continues
↗
February 02, 2026
Via
Talk Markets
Topics
Economy
Exposures
Economy
Interest Rates
“China White · Dehua Porcelain” International Touring Exhibition Held in Belgrade, Serbia
February 02, 2026
Via
Get News
Topics
Economy
Exposures
Economy
Stocks Climb as Solid US Manufacturing News Bolsters Economic Optimism
February 02, 2026
Via
Barchart.com
Topics
Economy
Government
Stocks
Exposures
Economy
Fossil Fuels
Interest Rates
The Best Growth ETFs to Invest $1,000 in Right Now
↗
February 02, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AAPL
IVZ
MSFT
NVDA
QQQ
VGT
Exposures
Artificial Intelligence
Economy
Interest Rates
2 Vanguard ETFs I'm Buying Hand Over Fist if the Stock Market Crashes in 2026
↗
February 02, 2026
Via
The Motley Fool
Topics
ETFs
Economy
Tickers
VGT
VTI
Exposures
Economy
Marinela Makeup and FasterCapital partner to bring affordable beauty to market
February 02, 2026
Via
Get News
Topics
Animal Testing
Economy
Tickers
AMZN
Exposures
Animal Testing
Economy
Dollar Rallies on Strong US Manufacturing News and Hawkish Bostic Comments
February 02, 2026
Via
Barchart.com
Topics
Economy
Government
Immigration
Exposures
Economy
Immigration
Interest Rates
Oracle’s $50 Billion AI Power Play: Building the World’s Largest Compute Clusters
February 02, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Lawsuit
Tickers
AMZN
META
MSFT
NVDA
ORCL
Exposures
Artificial Intelligence
Economy
Financial
Why Are Investors Targeting the Automotive 48V Systems Market?
February 02, 2026
Via
AB Newswire
Topics
Economy
Electric Vehicles
Emissions
Exposures
Economy
Electric Vehicles
The Trillion-Dollar Synergy: Inside the Rumored SpaceX-xAI Merger and the Path to a $1.5 Trillion IPO
February 02, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AMZN
GOOGL
MSFT
SATS
TSLA
Exposures
Artificial Intelligence
Economy
Regulatory
Why Visa Stock Is Up Today
↗
February 02, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Tickers
V
Exposures
Artificial Intelligence
Economy
US Treasury Deploys AI to Recover $4 Billion, Signaling a New Era of Algorithmic Financial Oversight
February 02, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Fraud
Tickers
AMZN
BAH
CRM
MSFT
PLTR
Exposures
Artificial Intelligence
Economy
Legal
Bitcoin, Ethereum, XRP, Dogecoin Trade Sideways After Weekend Crash
↗
February 02, 2026
Via
Benzinga
Topics
Economy
Exposures
Economy
The Trillion-Parameter Workhorse: How NVIDIA’s Blackwell Architecture Redefined the AI Frontier
February 02, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Tickers
AMD
AMZN
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Google Veo 3: The New Frontier of AI-Driven Cinema and 4K Content Creation
February 02, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Tickers
FIS
GOOG
GOOGL
Exposures
Artificial Intelligence
Economy
Beyond the Spectacle: How Tesla’s ‘We, Robot’ Event Ignited the Age of the Humanoid Assistant
February 02, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Tickers
NVDA
TSLA
WBD
Exposures
Artificial Intelligence
Economy
Supply Chain
Sterling Resilient as Bank of England Pivots Toward Dovish Easing Cycle
February 02, 2026
Via
MarketMinute
Topics
Economy
World Trade
Tickers
ABNB
BKNG
BLK
Exposures
Economy
Interest Rates
Tariff
The Social Cinema Era: How Meta’s Movie Gen is Redefining the Digital Content Landscape
February 02, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Tickers
GOOGL
META
Exposures
Artificial Intelligence
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.