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 >
India Unveils Its First Commercial Compound Semiconductor Fab: A New Era for Domestic Tech Manufacturing
Today 11:01 EDT
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Electric Vehicles
Exposures
Artificial Intelligence
Economy
Electric Vehicles
1 Surprising Reason I'm Keeping My Eye on Lucid Group Stock Right Now
Today 4:10 EDT
Via
The Motley Fool
Topics
Artificial Intelligence
Electric Vehicles
Supply Chain
Tickers
HMC
INTC
LCID
TM
TSLA
UBER
Exposures
Artificial Intelligence
Electric Vehicles
Supply Chain
5 Things Investors Need to Know After Tesla's Earnings Report
Today 3:41 EDT
Via
The Motley Fool
Topics
Earnings
Electric Vehicles
World Trade
Tickers
TSLA
Exposures
Electric Vehicles
Financial
Tariff
NXP Unveils Industry-First EIS Battery Management Chipset: A Leap Forward for Automotive AI and Electrification
October 31, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Electric Vehicles
Supply Chain
Tickers
AMZN
F
GM
GOOGL
MSFT
NXPI
Exposures
Artificial Intelligence
Electric Vehicles
Supply Chain
Polestar's Nasdaq Woes: A Deeper Dive into Minimum Bid Price Compliance and Cross-Border Listing Challenges
October 31, 2025
Via
MarketMinute
Topics
Electric Vehicles
Fraud
Regulatory Compliance
Tickers
BMWYY
F
PSNY
TSLA
VLKAF
VWAGY
Exposures
Electric Vehicles
Legal
Regulatory
Unpacking Piedmont Lithium's Atlantic Lithium Strategy: A Share Sale, Not a Dividend
October 31, 2025
Via
MarketMinute
Topics
Electric Vehicles
Tickers
ASX:A11
ASX:PLL
PLL
Exposures
Electric Vehicles
Tesla (TSLA) Stock Is Up, What You Need To Know
October 31, 2025
Via
StockStory
Topics
Electric Vehicles
Retirement
Stocks
Tickers
TSLA
Exposures
Electric Vehicles
Pension
US Equities
Why EVgo (EVGO) Stock Is Up Today
October 31, 2025
Via
StockStory
Topics
Artificial Intelligence
Economy
Electric Vehicles
Tickers
EVGO
NVDA
Exposures
Artificial Intelligence
Economy
Electric Vehicles
Mister Sparky of Dayton Enhances Emergency Electrician Response Protocols
October 31, 2025
Via
Press Advantage
Topics
Electric Vehicles
Exposures
Electric Vehicles
Gold and Silver's October Rollercoaster: Record Highs, Wild Swings, and a Shifting Market Landscape
October 31, 2025
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
ABX
AEM
FSLR
GOLD
HL
NEM
Exposures
Debt Markets
Electric Vehicles
Interest Rates
Precious Metals' Golden Era: Gold and Silver Forge Ahead in 2025 Commodities Boom
October 31, 2025
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
ABX
GOLD
HL
NEM
PAAS
Exposures
Debt Markets
Economy
Electric Vehicles
Ford Stock: The Quarter That Coulda, Woulda, Shoulda Been Great
October 31, 2025
Via
The Motley Fool
Topics
Electric Vehicles
Government
Supply Chain
Tickers
F
Exposures
Electric Vehicles
Political
Supply Chain
The Best Humanoid Robot Stocks to Buy or Put on Your Watch List
October 31, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Electric Vehicles
Tickers
AAPL
GOOG
GOOGL
GS
HNHPF
NVDA
Exposures
Artificial Intelligence
Electric Vehicles
OpenAI’s Sam Altman Throws Shade At Elon Musk, Cancels Tesla Roadster Order After 7.5-Year Wait: 'Was Excited For The Car'
October 31, 2025
Via
Stocktwits
Topics
Electric Vehicles
Lawsuit
Tickers
AAPL
TSLA
Exposures
Electric Vehicles
Financial
Legal
Xpeng To Unveil Longest-Range Hybrid MPV Yet — Retail Traders Hail X9 As ‘Better Than Tesla’ Ahead Of AI Day Reveal
October 31, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Electric Vehicles
Tickers
LI
NIO
NVDA
QCOM
TSLA
WB
Exposures
Artificial Intelligence
Electric Vehicles
1 Unprofitable Stock with Exciting Potential and 2 We Brush Off
October 31, 2025
Via
StockStory
Topics
Electric Vehicles
Tickers
BLNK
IOT
MASI
Exposures
Electric Vehicles
Germany's DAX Stumbles as Volkswagen's EV Woes and Economic Stagnation Cast a Shadow
October 30, 2025
Via
MarketMinute
Topics
Economy
Electric Vehicles
Supply Chain
Tickers
BMWYY
DB
VLKAF
VWAGY
VWAPY
Exposures
Economy
Electric Vehicles
Interest Rates
FLYNN Product Design Explores Makes a Great Industrial Design Company: Lessons from Leaders like IDEO and Seymourpowell
October 30, 2025
Via
AB Newswire
Topics
Electric Vehicles
Exposures
Electric Vehicles
zSpace: A Headset-Free Visionary Navigating the VR/AR Frontier Amidst Financial Headwinds
October 30, 2025
Via
MarketMinute
Topics
Electric Vehicles
Intellectual Property
Supply Chain
Tickers
AAPL
ADSK
META
ZSPC
Exposures
Electric Vehicles
Intellectual Property
Supply Chain
Why Tesla (TSLA) Shares Are Trading Lower Today
October 30, 2025
Via
StockStory
Topics
Electric Vehicles
Retirement
Tickers
TSLA
Exposures
Electric Vehicles
Pension
Gold and Silver Soar: Inflationary Pressures Fueling a Precious Metals Renaissance
October 30, 2025
Via
MarketMinute
Topics
Bonds
Economy
Electric Vehicles
Tickers
ABX
AEM
FSLR
GOLD
HL
NEM
Exposures
Debt Markets
Electric Vehicles
Interest Rates
Green Revolution Ignites Base Metal Boom: A New Era for Industrial Commodities
October 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
Tickers
ALB
ASX:BHP
ASX:RIO
BHP
FCX
LAC
Exposures
Artificial Intelligence
Economy
Electric Vehicles
Why Shares of Tesla Are Sinking Today
October 30, 2025
Via
The Motley Fool
Topics
Economy
Electric Vehicles
Retirement
Tickers
MSFT
TSLA
Exposures
Electric Vehicles
Interest Rates
Pension
China's Green Leap Forward: A New Dawn for Base Metals as 15th Five-Year Plan Reshapes Global Demand
October 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
Tickers
ASX:BHP
FCX
LI
NIO
TSLA
XPEV
Exposures
Artificial Intelligence
Economy
Electric Vehicles
Gold and Copper: The Unseen Forces Powering Market Returns – BlackRock Unveils Overlooked Opportunities
October 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
AAPL
ABX
ASX:BHP
ASX:RIO
BHP
BLK
Exposures
Artificial Intelligence
Debt Markets
Economy
Why Rogers Stock Jumped 17% This Morning
October 30, 2025
Via
The Motley Fool
Topics
Earnings
Electric Vehicles
Tickers
ROG
Exposures
Electric Vehicles
Financial
APEX Solar & Roofing: Premier Roofing Contractor in Delray Beach, FL
October 30, 2025
Via
GetFeatured
Topics
Electric Vehicles
Exposures
Electric Vehicles
Silver and Real Estate: A 2025 Showdown in the Battle for Purchasing Power
October 30, 2025
Via
MarketMinute
Topics
ETFs
Economy
Electric Vehicles
Tickers
DHI
LEN
PAAS
PLD
SPG
Exposures
Electric Vehicles
Interest Rates
Supply Chain
Silver Shines Anew: XAG/USD Finds Firm Footing After Steep Correction, Eyes Further Gains
October 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
FSLR
PAAS
TSLA
WPM
Exposures
Artificial Intelligence
Economy
Electric Vehicles
Global Commodity Prices Brace for Six-Year Low by 2026 Amidst Oil Glut and Shifting Demand, World Bank Warns
October 30, 2025
Via
MarketMinute
Topics
Economy
Electric Vehicles
World Trade
Tickers
ABX
CVX
DAL
GOLD
NEM
TSLA
Exposures
Economy
Electric Vehicles
Fossil Fuels
< 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.