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 >
ImmunityBio (IBRX): The Rise of Immunotherapy 2.0 and the Global Expansion of ANKTIVA
February 19, 2026
Via
Finterra
Topics
Lawsuit
Tickers
BMY
IBRX
MRK
NKTR
XLO
Exposures
Financial
Legal
Product Safety
Laureate (LAUR) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
LAUR
Exposures
Financial
Nextdoor Holdings Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
Benzinga
Topics
Earnings
Exposures
Financial
GATX Corp (NYSE:GATX) Reports Q4 2025 Earnings Beat, Announces Major Railcar Acquisition and Dividend Hike
↗
February 19, 2026
Via
Chartmill
Topics
Earnings
Tickers
GATX
Exposures
Financial
Medical Properties Trust Inc (NYSE:MPT) Reports Strong Q4 2025 Earnings Beat and Portfolio Progress
↗
February 19, 2026
Via
Chartmill
Topics
Earnings
Tickers
MPT
Exposures
Financial
Travelzoo (NASDAQ:TZOO) Stock Plummets 12% After Q4 Earnings Miss Estimates
↗
February 19, 2026
Via
Chartmill
Topics
Earnings
Tickers
TZOO
Exposures
Financial
Kaplan Fox Alerts BellRing Brands, Inc. (BRBR) Investors to Securities Class Action Lawsuit - Contact Before Deadline on March 23, 2026 for Leadership Role
February 19, 2026
Via
TheNewswire.com
Topics
Earnings
Lawsuit
Tickers
BRBR
Exposures
Financial
Legal
Kaplan Fox Alerts BellRing Brands, Inc. (BRBR) Investors to Securities Class Action Lawsuit - Contact Before Deadline on March 23, 2026 for Leadership Role
February 19, 2026
Via
NewMediaWire
Topics
Earnings
Lawsuit
Tickers
BRBR
Exposures
Financial
Legal
eBay Inc. (EBAY): The Recommerce Giant Reimagined for the AI Era
February 19, 2026
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMZN
EBAY
ETSY
PYPL
REAL
WMT
Exposures
Artificial Intelligence
Economy
Financial
Wyndham Hotels WH Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
WH
Exposures
Artificial Intelligence
Financial
Alight (ALIT) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
ALIT
Exposures
Artificial Intelligence
Financial
Insmed (INSM) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
INSM
Exposures
Financial
Product Safety
Navios Partners (NMM) Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
NMM
Exposures
Financial
EPAM (EPAM) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
EPAM
Exposures
Financial
Walmart (WMT) Q4 2026 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Economy
Tickers
WMT
Exposures
Financial
Supply Chain
Wayfair W Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
W
Exposures
Artificial Intelligence
Financial
Kinross (KGC) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Economy
Tickers
KGC
Exposures
Financial
Interest Rates
Americold (COLD) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
COLD
Exposures
Financial
Neptune (NP) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Initial Public Offering
Tickers
NP
Exposures
Financial
Securities Market
CenterPoint (CNP) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Bonds
Earnings
Energy
Tickers
CNP
Exposures
Debt Markets
Financial
Fossil Fuels
Endava (DAVA) Q2 2026 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
DAVA
Exposures
Artificial Intelligence
Financial
Six Flags (FUN) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
FUN
Exposures
Financial
Klarna Stock Slides On Earnings Miss As Revenue, User Metrics Accelerate
↗
February 19, 2026
Via
Benzinga
Topics
Earnings
Tickers
KLAR
Exposures
Financial
Lemonade (LMND) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
LMND
TSLA
Exposures
Financial
Gentherm (THRM) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
F
THRM
Exposures
Financial
Product Safety
Bandwidth (BAND) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
BAND
Exposures
Financial
LKQ (LKQ) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
World Trade
Tickers
LKQ
Exposures
Financial
Tariff
OXY Rises On Earnings Beat, Iran Geopolitical Tension, Kinetik Sale Interest
↗
February 19, 2026
Via
Benzinga
Topics
Earnings
Tickers
OXY
Exposures
Financial
KYNDRYL HOLDINGS DEADLINE: Investors of Kyndryl Holdings, Inc. (KD) Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on April 13, 2026
February 19, 2026
Via
TheNewswire.com
Topics
Lawsuit
Regulatory Compliance
Tickers
KD
Exposures
Financial
Legal
Regulatory
KYNDRYL HOLDINGS DEADLINE: Investors of Kyndryl Holdings, Inc. (KD) Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on April 13, 2026
February 19, 2026
Via
NewMediaWire
Topics
Lawsuit
Regulatory Compliance
Tickers
KD
Exposures
Financial
Legal
Regulatory
< 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.