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
...
7
8
9
10
11
12
13
14
15
...
99
100
Next >
Trump Settles $100 Million Lawsuit With Niece Who Called Him 'The World's Most Dangerous Man'
↗
June 18, 2026
Via
Benzinga
Topics
Government
Lawsuit
Exposures
Financial
Legal
Political
Will Tesla Be Acquired by SpaceX? And Does That Make Tesla Stock a Buy?
↗
June 18, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Lawsuit
Tickers
INTC
SPCX
TSLA
Exposures
Artificial Intelligence
Financial
Legal
Minnesota Probate & Estate Planning Attorney Patrick J. Farley Reveals Real-Life Estate Horror Stories That Could Cost Families Their Inheritance - Spring Lake Park, Minnesota
June 18, 2026
Via
Press Release Distribution Service
Topics
Death
Fraud
Lawsuit
Exposures
Death
Financial
Legal
Lawsuit Says Copyright Office Violated APA With Extreme Delays and Internally Inconsistent Decisions
June 18, 2026
Via
24-7 Press Release
Topics
Lawsuit
Exposures
Financial
Legal
Safe Bulkers Inc (NYSE:SB) Q1 Earnings Beat Drives 6.7% After-Market Surge
↗
June 17, 2026
Via
Chartmill
Topics
Earnings
Tickers
SB
Exposures
Financial
Sleep Number (SNBR) Stock Crashes After Hours: Why Is It Moving?
↗
June 18, 2026
Via
Benzinga
Topics
Bankruptcy
Exposures
Financial
Legal
Tesla's $25 Billion Capex Plan Is No Longer About Cars. Here's Why Tesla Could Be the Most Undervalued AI and Robotics Stock of 2026.
↗
June 18, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Economy
Tickers
TSLA
Exposures
Artificial Intelligence
Electric Vehicles
Financial
3 Reasons to Avoid HDSN and 1 Stock to Buy Instead
June 18, 2026
Via
StockStory
Topics
Bankruptcy
Tickers
HDSN
Exposures
Financial
Legal
3 Reasons to Sell BALY and 1 Stock to Buy Instead
June 18, 2026
Via
StockStory
Topics
Bankruptcy
Tickers
BALY
Exposures
COVID-19
Financial
Legal
InterCore Technologies Launches “Agentic Search Optimization” as AI Agents Begin Recommending Lawyers to Clients
June 17, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Lawsuit
Exposures
Artificial Intelligence
Financial
Legal
Is Simply Good Foods Stock Too Cheap to Pass Up?
↗
June 17, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
SMPL
Exposures
Financial
Three in Four Websites Use Manipulative Design Against Their Own Users, New Research Finds
June 17, 2026
Via
AB Newswire
Topics
Lawsuit
Tickers
AMZN
Exposures
Financial
Legal
BC Gold Mining Company Sues Province for Stripping Mining Rights as part of deal with First Nation
June 17, 2026
Via
Newsfile
Topics
Bankruptcy
Lawsuit
Exposures
Financial
Legal
Stockton Bankruptcy Attorney Alia Khan Abedelal Details California Bankruptcy Exemptions for Chapter 7 Filers
June 17, 2026
Via
AB Newswire
Topics
Bankruptcy
Credit Cards
Retirement
Exposures
Financial
Interest Rates
Legal
Nvidia Just Raised $25 Billion in Debt. Here's What That Really Tells Investors
↗
June 17, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Earnings
Tickers
NVDA
Exposures
Artificial Intelligence
Debt Markets
Financial
Sportradar Group AG (NASDAQ: SRAD) Class Action Lawsuit: Investors Face July 17, 2026, Deadline
June 17, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
SRAD
Exposures
Financial
Legal
Sportradar Group AG (NASDAQ: SRAD) Class Action Lawsuit: Investors Face July 17, 2026, Deadline
June 17, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
SRAD
Exposures
Financial
Legal
Erasca, Inc. Notice of August 10, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
June 17, 2026
Via
Newsfile
Topics
Intellectual Property
Lawsuit
Tickers
ERAS
Exposures
Financial
Intellectual Property
Legal
Zillow Group Securities Fraud Class Action Arising from Alleged Anticompetitive Agreement and Related Regulatory Risks - Investors May Contact Lewis Kahn, Esq., at Kahn Swick & Foti, LLC
June 17, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
Z
ZG
Exposures
Financial
Legal
Via Transportation, Inc. Securities Class Action Result of Undisclosed Growth Obstacles and approximately 70% Stock Decline - Investors may Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
June 17, 2026
Via
Newsfile
Topics
Initial Public Offering
Lawsuit
Regulatory Compliance
Tickers
VIA
Exposures
Financial
Legal
Regulatory
Why Papa John's (PZZA) Stock Is Trading Up Today
June 17, 2026
Via
StockStory
Topics
Earnings
Tickers
MS
PZZA
Exposures
Financial
Sportradar Investors Who Suffered Losses Urged to Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC as Securities Fraud Class Action Cites Compliance Misrepresentations and 22% Stock Decline
June 17, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
SRAD
Exposures
Financial
Legal
SES AI Corporation Securities Fraud Class Action Result of Weak Revenue Guidance and 37% Stock Decline - Investors may Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
June 17, 2026
Via
Newsfile
Topics
Artificial Intelligence
Fraud
Lawsuit
Tickers
SES
Exposures
Artificial Intelligence
Financial
Legal
PicS N.V. Notice of August 4, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
June 17, 2026
Via
Newsfile
Topics
Initial Public Offering
Lawsuit
Tickers
PICS
Exposures
Financial
Legal
Securities Market
Activision Blizzard, Inc. Notice of June 30, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
June 17, 2026
Via
Newsfile
Topics
Lawsuit
Tickers
MSFT
Exposures
Financial
Legal
GeneDx Holdings Securities Fraud Class Action Result of Acquisition Performance Misrepresentations and 49% Stock Decline - Investors may Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
June 17, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
WGS
Exposures
Financial
Legal
ADMA Biologics, Inc. Notice of August 10, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
June 17, 2026
Via
Newsfile
Topics
Lawsuit
Tickers
ADMA
Exposures
Financial
Legal
CoreWeave Jumped Again. Is the AI Cloud Stock Still Worth Buying After Its Wild Ride?
↗
June 17, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
CRWV
META
MSFT
NVDA
Exposures
Artificial Intelligence
Financial
AVAV Lead Plaintiff Deadline is July 27, 2026: Investors of AeroVironment, Inc. (NASDAQ: AVAV) - Contact Kaplan Fox
June 17, 2026
Via
NewMediaWire
Topics
Lawsuit
Tickers
AVAV
Exposures
Financial
Legal
AVAV Lead Plaintiff Deadline is July 27, 2026: Investors of AeroVironment, Inc. (NASDAQ: AVAV) - Contact Kaplan Fox
June 17, 2026
Via
TheNewswire.com
Topics
Lawsuit
Tickers
AVAV
Exposures
Financial
Legal
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
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.