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 >
Stocks Fall as Oil Prices Spike up to $100 Per Barrel
March 09, 2026
Via
Barchart.com
Topics
Economy
Government
Stocks
Exposures
Economy
Fossil Fuels
Political
Infrastructure Under Fire: Middle East Conflict Targets Regional Desalination and Oil Assets
March 09, 2026
Via
MarketMinute
Topics
Economy
Tickers
KEP
Exposures
Economy
Fossil Fuels
Global Energy Markets Shaken as Brent Crude Hits $120 Amid Escalating US-Iran War
March 09, 2026
Via
MarketMinute
Topics
Economy
Energy
Tickers
AAL
AMZN
CVX
JPM
LMT
LRCX
Exposures
Economy
Fossil Fuels
Interest Rates
The Digital Nervous System of Africa: A Comprehensive Research Feature on MTN Group Limited
March 09, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
MA
Exposures
Artificial Intelligence
Economy
Interest Rates
Dow Tumbles Over 500 Points As Iran War Stokes Fears Of Further Selloff In US Stocks This Year
↗
March 09, 2026
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Tickers
DIA
JPM
MS
QQQ
SPY
UCO
Exposures
Economy
Fossil Fuels
Interest Rates
G7 & IEA Convene Emergency Meeting to Release Strategic Reserves
March 09, 2026
Via
MarketMinute
Topics
Economy
Government
Tickers
CVX
DAL
U
UAL
XOM
Exposures
Economy
Political
Supply Chain
Oil Prices Surge Past $115 Amid Strait of Hormuz Closure: Global Energy Markets Braced for 'Regime Change' in Volatility
March 09, 2026
Via
MarketMinute
Topics
Derivatives
Economy
Energy
Tickers
AAL
CVX
OXY
UAL
XOM
Exposures
Derivatives
Economy
Fossil Fuels
Hormel Foods (HRL): Navigating the ‘Transform & Modernize’ Era in a Volatile Protein Market
March 09, 2026
Via
Finterra
Topics
Economy
Tickers
CAG
HRL
KHC
TSN
Exposures
Economy
Interest Rates
Supply Chain
The Great February Freeze: US Jobs Shock Triggers Gold Surge Amid Growing Stagflation Fears
March 09, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AAPL
ABX
AEM
GOLD
JPM
NEM
Exposures
Artificial Intelligence
Economy
Interest Rates
Live Nation (LYV): Navigating the Experience Economy Amidst a Landmark Regulatory Shift
March 09, 2026
Via
Finterra
Topics
Economy
Retirement
Tickers
LYV
Exposures
Economy
Pension
The Nitrogen Giant’s Pivot: A Comprehensive 2026 Research Feature on CF Industries (NYSE: CF)
March 09, 2026
Via
Finterra
Topics
Economy
Energy
Initial Public Offering
Tickers
BLK
CF
MOS
NTR
XOM
YARIY
Exposures
Coal
Economy
Electricity Generation
Samsara Inc. (IOT): The Digital Backbone of the Physical World – 2026 Research Feature
March 09, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Emissions
Tickers
CSCO
GS
IOT
TRMB
VZ
WFC
Exposures
Artificial Intelligence
Economy
Financial
Global Markets Reeling as Brent Crude Surges Past $114 Following Targeted Strikes on Iranian Energy Infrastructure
March 09, 2026
Via
MarketMinute
Topics
Bonds
Economy
Energy
Tickers
ABX
CVX
DAL
GOLD
LMT
NEM
Exposures
Debt Markets
Economy
Fossil Fuels
The $14 Trillion Pivot: Inside BlackRock’s Transformation into a Private Markets Giant
March 09, 2026
Via
Finterra
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
APO
BLK
BX
KKR
STT
Exposures
Artificial Intelligence
Debt Markets
Economy
The $12.3 Billion Dawn: A Comprehensive Research Feature on Dayforce Inc. (DAWN)
March 09, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
ADP
ARM
BLK
DAWN
PAYC
WDAY
Exposures
Artificial Intelligence
Economy
Layoff
“The Dark Knight of SEO”: Digital Strategist Jae Lee Reveals How Online Reviews Are Now the Most Powerful Ranking Factor for Local Businesses
March 09, 2026
Via
AB Newswire
Topics
Economy
Exposures
Economy
Dentique Dental Spa Supports World Oral Health Day 2026
March 09, 2026
Via
Press Release Distribution Service
Topics
Economy
Exposures
Economy
How Sharing Platforms in Asia are Establishing “Codes of Conduct for Kindness”
March 09, 2026
Via
AB Newswire
Topics
Economy
Exposures
Economy
Frontieras North America Inc. Is ‘One to Watch’
March 09, 2026
Via
Investor Brand Network
Topics
Economy
Intellectual Property
Exposures
Climate
Coal
Economy
Daylight Saving Time 2026: When Clocks Change, Why It Exists And Why Some Want It Gone
↗
March 09, 2026
Via
Benzinga
Topics
Economy
Exposures
Economy
DKNG, FLUT Stocks Drop After Reported Fundraising Talks At Kalshi, Polymarket At $20B Valuation
↗
March 09, 2026
Via
Stocktwits
Topics
Economy
Tickers
DKNG
FLUT
ICE
Exposures
Economy
Is Nvidia Stock Your Ticket to Becoming a Millionaire?
↗
March 09, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Tickers
NVDA
Exposures
Artificial Intelligence
Economy
China Telecom Concludes MWC 2026 with Outstanding Success
March 09, 2026
Via
MediaOutReach
Topics
Artificial Intelligence
Economy
Exposures
Artificial Intelligence
Economy
Tardven Token (TRN): All You Need to Know about this Game Changing AI-powered Cryptocurrency in the Digital Intelligence Age that Will Revolutionize Value Exchange.
March 09, 2026
Via
Worldnewswire
Topics
Artificial Intelligence
Economy
Exposures
Artificial Intelligence
Economy
Restructuring 4.0: Using Predictive AI to Spot Solvency Risks Before the Board Does
March 09, 2026
Via
GlobePRwire
Topics
Artificial Intelligence
Economy
Exposures
Artificial Intelligence
Economy
The Stock Market Sounds an Alarm as Investors Get Bad News About President Trump's Economy. History Says This Will Happen Next.
↗
March 09, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Energy
Exposures
Artificial Intelligence
COVID-19
Economy
The Payment Wall Blocking Caribbean Workers From the Digital Economy
March 09, 2026
Via
Press Release Distribution Service
Topics
Economy
Tickers
PYPL
USB
Exposures
Economy
What Are the 2 Top Artificial Intelligence (AI) Stocks to Buy Right Now?
↗
March 09, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Tickers
GOOG
GOOGL
META
MSFT
Exposures
Artificial Intelligence
Economy
M&A Advisory Platform Releases Government, Defense & Public Sector Services M&A Report Highlighting Strong Federal-Driven Deal Flow
March 09, 2026
Via
Press Release Distribution Service
Topics
Economy
Tickers
SCHW
Exposures
Economy
Professional Staffing & HR Solutions Stocks Q4 Results: Benchmarking Alight (NYSE:ALIT)
March 08, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
ALIT
FA
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.