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 >
Saputo Q4 Earnings Call Highlights
↗
Today 10:03 EDT
Via
MarketBeat
Topics
Earnings
Tickers
SAP
TSX:SAP
Exposures
Financial
G-III Apparel Group Q1 Earnings Call Highlights
↗
Today 10:03 EDT
Via
MarketBeat
Topics
Earnings
World Trade
Tickers
GIII
Exposures
Financial
Tariff
ABM Industries Q2 Earnings Call Highlights
↗
Today 10:03 EDT
Via
MarketBeat
Topics
Earnings
Tickers
ABM
Exposures
Financial
Kaplan Fox Encourages Investors of Badger Meter, Inc. (NYSE: BMI) to Contact the Firm Before Lead Plaintiff Deadline on August 3, 2026
Today 10:00 EDT
Via
NewMediaWire
Topics
Lawsuit
Tickers
BMI
Exposures
Financial
Legal
G-III Apparel Group Ltd (NASDAQ:GIII) Surges 7% on Fiscal Q1 Earnings Beat and Raised FY2027 Guidance
↗
Today 8:20 EDT
Via
Chartmill
Topics
Earnings
Tickers
GIII
Exposures
Financial
Kaplan Fox Encourages Investors of Badger Meter, Inc. (NYSE: BMI) to Contact the Firm Before Lead Plaintiff Deadline on August 3, 2026
Today 10:00 EDT
Via
TheNewswire.com
Topics
Lawsuit
Tickers
BMI
Exposures
Financial
Legal
Samsara (IOT) Q1 2027 Earnings Transcript
↗
Today 9:40 EDT
Via
The Motley Fool
Topics
Lawsuit
Tickers
IOT
Exposures
Financial
Legal
Five Below Down 12% Post Earnings—Is the Selloff Overdone?
↗
Today 9:35 EDT
Via
MarketBeat
Topics
Earnings
World Trade
Tickers
DG
DLTR
FIVE
OLLI
Exposures
Financial
Tariff
Kaplan Fox Reminds Investors of GoDaddy Inc. (NYSE: GDDY) to an Investigation of Potential Securities Law Violations
Today 9:30 EDT
Via
NewMediaWire
Topics
Earnings
Tickers
GDDY
Exposures
Financial
Kaplan Fox Reminds Investors of GoDaddy Inc. (NYSE: GDDY) to an Investigation of Potential Securities Law Violations
Today 9:30 EDT
Via
TheNewswire.com
Topics
Earnings
Tickers
GDDY
Exposures
Financial
Tuniu Q1 Earnings Call Highlights
↗
Today 9:07 EDT
Via
MarketBeat
Topics
Earnings
Economy
Tickers
TOUR
Exposures
Financial
Supply Chain
Kaplan Fox Encourages Investors of Veritone, Inc. (NASDAQ: VERI) to Contact the Firm Before Lead Plaintiff Deadline on July 20, 2026
Today 9:00 EDT
Via
NewMediaWire
Topics
Lawsuit
Tickers
VERI
Exposures
Financial
Legal
Kaplan Fox Encourages Investors of Veritone, Inc. (NASDAQ: VERI) to Contact the Firm Before Lead Plaintiff Deadline on July 20, 2026
Today 9:00 EDT
Via
TheNewswire.com
Topics
Lawsuit
Tickers
VERI
Exposures
Financial
Legal
Kaplan Fox Announces an Investigation Into Lucid Group, Inc. (NASDAQ: LCID) for Possible Securities Law Violations
Today 8:30 EDT
Via
NewMediaWire
Topics
Lawsuit
Supply Chain
Tickers
LCID
Exposures
Financial
Legal
Supply Chain
Kaplan Fox Announces an Investigation Into Lucid Group, Inc. (NASDAQ: LCID) for Possible Securities Law Violations
Today 8:30 EDT
Via
TheNewswire.com
Topics
Lawsuit
Supply Chain
Tickers
LCID
Exposures
Financial
Legal
Supply Chain
Macy's Delivers Strong Q1, Raises Outlook, but Wall Street Remains Cautious
↗
Today 8:25 EDT
Via
MarketBeat
Topics
Earnings
Tickers
M
Exposures
Financial
Lululemon Flubbed the Quarter, and the Founder Won't Say a Bad Word
↗
Today 5:32 EDT
Via
The Motley Fool
Topics
Earnings
Tickers
LULU
NKE
Exposures
Financial
Concrete Pumping Holdings Stock Surges 23% Pre-Market: Why Is It Moving?
↗
Today 4:08 EDT
Via
Benzinga
Topics
Earnings
Exposures
Financial
Where Will Costco Stock Be in 3 Years?
↗
Today 2:47 EDT
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
BJ
COST
WMT
Exposures
Artificial Intelligence
Financial
Argan (AGX) Q1 2027 Earnings Call Transcript
↗
Today 1:13 EDT
Via
The Motley Fool
Topics
Earnings
Energy
Tickers
AGX
Exposures
Electricity Generation
Financial
Fossil Fuels
1 Cash-Burning Stock with Promising Prospects and 2 Facing Headwinds
Today 0:36 EDT
Via
StockStory
Topics
Bankruptcy
Tickers
COHR
GH
MYGN
Exposures
Financial
Legal
Robinhood Is Opening the SpaceX IPO to Everyday Investors. What That Means for the Stock.
↗
Today 0:11 EDT
Via
The Motley Fool
Topics
Earnings
Initial Public Offering
Tickers
HOOD
SOFI
Exposures
Financial
Securities Market
3 Reasons HGV is Risky and 1 Stock to Buy Instead
Today 0:01 EDT
Via
StockStory
Topics
Bankruptcy
Stocks
Tickers
HGV
HLT
Exposures
Financial
Legal
US Equities
3 Reasons to Avoid IART and 1 Stock to Buy Instead
Today 0:00 EDT
Via
StockStory
Topics
Bankruptcy
Stocks
Tickers
IART
Exposures
Financial
Legal
US Equities
Where Will Tesla Stock Be in 3 Years?
↗
June 04, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
TSLA
Exposures
Financial
Align Technology CFO: Global Growth, DSOs Offset North America Demand Pressure
↗
June 04, 2026
Via
MarketBeat
Topics
Earnings
Economy
Tickers
ALGN
Exposures
Financial
Interest Rates
Will Broadcom Stock Recover After Its Guidance Disappointment, Or Should You Cut Your Losses?
↗
June 04, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
AVGO
INTC
Exposures
Artificial Intelligence
Financial
Kaplan Fox Alerts Investors of Lucid Group, Inc. (NASDAQ: LCID) to a Securities Class Action Deadline on July 28, 2026
June 04, 2026
Via
NewMediaWire
Topics
Lawsuit
Supply Chain
Tickers
LCID
Exposures
Financial
Legal
Supply Chain
Kaplan Fox Alerts Investors of Lucid Group, Inc. (NASDAQ: LCID) to a Securities Class Action Deadline on July 28, 2026
June 04, 2026
Via
TheNewswire.com
Topics
Lawsuit
Supply Chain
Tickers
LCID
Exposures
Financial
Legal
Supply Chain
Why Rigetti Computing Stock Gained 46.4% In May
↗
June 04, 2026
Via
The Motley Fool
Topics
Earnings
Stocks
Tickers
FIS
IBM
RGTI
Exposures
Financial
US Equities
< 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.