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
...
9
10
11
12
13
14
15
16
17
...
99
100
Next >
Why Reddit Is Needham’s ‘Top Pick’ For 2026 After A 40% Surge
↗
December 23, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Initial Public Offering
Tickers
RDDT
ROKU
VOT
VTI
VXF
Exposures
Artificial Intelligence
Financial
Securities Market
OpenAI’s Damning Year Of Legal Battles Exposes Cost Of Moving Fast In AI Gold Rush
↗
December 23, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Lawsuit
Tickers
AAPL
GOOG
GOOGL
META
MSFT
NYT
Exposures
Artificial Intelligence
Financial
Legal
What to Expect From Travelers Companies’ Next Quarterly Earnings Report
December 23, 2025
Via
Barchart.com
Topics
Earnings
Exposures
Financial
iRobot Founder Blames Chinese Competition For Roomba Bankruptcy As Picea Robotics Set To Take Over US Household Robotics Icon
↗
December 23, 2025
Via
Benzinga
Topics
Bankruptcy
Exposures
Financial
Legal
2 Stocks That Could Turn $100,000 Into $0 Faster Than You Think
↗
December 23, 2025
Via
The Motley Fool
Topics
Bankruptcy
Electric Vehicles
Tickers
GOOG
GOOGL
LCID
NVDA
PLUG
RIVN
Exposures
Electric Vehicles
Financial
Legal
The Top 5 Analyst Questions From Worthington’s Q4 Earnings Call
December 23, 2025
Via
StockStory
Topics
Earnings
Economy
Tickers
WOR
Exposures
Financial
Supply Chain
5 Insightful Analyst Questions From Lennar’s Q4 Earnings Call
December 23, 2025
Via
StockStory
Topics
Earnings
Tickers
LEN
Exposures
Financial
3 Cash-Burning Stocks We Approach with Caution
December 22, 2025
Via
StockStory
Topics
Bankruptcy
Tickers
HTZ
KTOS
RDW
Exposures
Financial
Legal
Could Meta Platforms Stock Help You Become a Millionaire?
↗
December 22, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
META
Exposures
Artificial Intelligence
Financial
Elon Musk's xAI, Meta And Google Sued By New York Times Reporter John Carreyrou Over Alleged Use Of Pirated Books To Train AI
↗
December 22, 2025
Via
Benzinga
Topics
Artificial Intelligence
Lawsuit
Tickers
GOOG
GOOGL
NYT
Exposures
Artificial Intelligence
Financial
Legal
FLY Investor Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Deadline in Securities Fraud Class Action Lawsuit Filed Against Firefly Aerospace Inc. (FLY)
December 22, 2025
Via
NewMediaWire
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
FLY
Exposures
Financial
Legal
Securities Market
FLY Investor Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Deadline in Securities Fraud Class Action Lawsuit Filed Against Firefly Aerospace Inc. (FLY)
December 22, 2025
Via
TheNewswire.com
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
FLY
Exposures
Financial
Legal
Securities Market
SFM Announcement: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against Sprouts Farmers Market, Inc. (SFM)
December 22, 2025
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
SFM
Exposures
Financial
Legal
SFM Announcement: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against Sprouts Farmers Market, Inc. (SFM)
December 22, 2025
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
SFM
Exposures
Financial
Legal
Is Ares Capital a Buy, Sell, or Hold in 2026?
↗
December 22, 2025
Via
The Motley Fool
Topics
Bankruptcy
Tickers
ARCC
ARES
Exposures
Financial
Legal
From $32 Billion to the Pink Sheets: The Final Fall of MSP Recovery (LifeWallet) and the End of the SPAC Mirage
December 22, 2025
Via
MarketMinute
Topics
Bankruptcy
Initial Public Offering
Regulatory Compliance
Tickers
BRK-A
BRK-B
HUM
MSPR
UNH
Exposures
Financial
Legal
Regulatory
Constitutional Crisis at the CFPB: 21 States Sue to Halt 'Defunding Ruse' by Trump Administration
December 22, 2025
Via
MarketMinute
Topics
Credit Cards
Economy
Fraud
Tickers
BAC
COF
EFX
JPM
META
RKT
Exposures
Financial
Interest Rates
Legal
Paychex Signals Resilience Amid Tight Labor Markets: A Deep Dive into Q2 FY2026 Results
December 22, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
ADP
PAYX
WDAY
Exposures
Artificial Intelligence
Financial
Interest Rates
American Airlines Ascends: Sector-Wide Optimism Propels AAL Shares Higher Amid Record Holiday Travel
December 22, 2025
Via
MarketMinute
Topics
Bankruptcy
Credit Cards
Tickers
AAL
C
DAL
LTMAY
SAVE
UAL
Exposures
Financial
Interest Rates
Legal
Raydium Foundation and Utherverse Finalize Agreement That Resolves Trademark Conflict, Which Included CoinMarketCap and CoinGecko
December 22, 2025
Via
Press Advantage
Topics
Lawsuit
Exposures
Financial
Legal
Silicon Sovereignty: How Nvidia and Palantir are Anchoring the S&P 500’s Record-Breaking Year
December 22, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMD
AMZN
ARM
AVGO
FDS
GOOGL
Exposures
Artificial Intelligence
Economy
Financial
Why Snap (SNAP) Stock Is Up Today
December 22, 2025
Via
StockStory
Topics
Artificial Intelligence
Lawsuit
Tickers
AAPL
MSFT
ORCL
SNAP
Exposures
Artificial Intelligence
Financial
Legal
The Billion-Dollar Gamble: Why Alta Fundamental Advisers is Doubling Down on a Battered Chemours
December 22, 2025
Via
MarketMinute
Topics
Bankruptcy
Earnings
Economy
Tickers
CC
CTVA
DD
MMM
Exposures
Economy
Financial
Legal
StubHub Holdings, Inc. (STUB) Investors: January 23, 2026 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
December 22, 2025
Via
NewMediaWire
Topics
Lawsuit
Tickers
STUB
Exposures
Financial
Legal
StubHub Holdings, Inc. (STUB) Investors: January 23, 2026 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
December 22, 2025
Via
TheNewswire.com
Topics
Lawsuit
Tickers
STUB
Exposures
Financial
Legal
Qualcomm’s Legal Victory Over Arm: A New Era for Snapdragon X and the AI PC Revolution
December 22, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Lawsuit
Tickers
AAPL
AMD
ARM
HPQ
INTC
LNVGY
Exposures
Artificial Intelligence
Financial
Intellectual Property
Carnival Stock Ends 2025 on a High Seas Note
↗
December 22, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
CCL
CUK
NCLH
RCL
Exposures
Financial
The 'Fresh Start' Fallacy: Why Switching Payroll Providers Won't Shield Business Owners from IRS Audits
December 22, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Economy
Tickers
ADP
INTU
PAYX
PYCR
WDAY
Exposures
Artificial Intelligence
Economy
Financial
The 2026 Horizon: How Wall Street’s Year-End Revisions are Dictating the Final Days of 2025
December 22, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
Tickers
ANET
AVGO
BAC
CRM
DB
DVA
Exposures
Artificial Intelligence
Debt Markets
Economy
Why Coinbase (COIN) Stock Is Trading Up Today
December 22, 2025
Via
StockStory
Topics
Derivatives
Earnings
Initial Public Offering
Tickers
COIN
Exposures
Derivatives
Financial
Securities Market
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
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.