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
...
13
14
15
16
17
18
19
20
21
...
99
100
Next >
Queens Wrongful Death Attorney Keetick L. Sanchez Explains Financial Damages Available to Families Under New York Law
February 18, 2026
Via
AB Newswire
Topics
Lawsuit
Exposures
Financial
Legal
Toms River Bankruptcy Attorney Daniel Straffi Jr. Explains How Bankruptcy Can Eliminate Medical Debt in New Jersey
February 18, 2026
Via
AB Newswire
Topics
Bankruptcy
Lawsuit
Exposures
Financial
Legal
DEADLINE ALERT: Kaplan Fox Alerts Investors to a Securities Class Action Against BellRing Brands, Inc. (BRBR) - Deadline is March 23, 2026
February 18, 2026
Via
NewMediaWire
Topics
Earnings
Lawsuit
Tickers
BRBR
Exposures
Financial
Legal
DEADLINE ALERT: Kaplan Fox Alerts Investors to a Securities Class Action Against BellRing Brands, Inc. (BRBR) - Deadline is March 23, 2026
February 18, 2026
Via
TheNewswire.com
Topics
Earnings
Lawsuit
Tickers
BRBR
Exposures
Financial
Legal
KYNDRYL HOLDINGS Deadline to Lead in Securities Fraud Lawsuit is April 13, 2026 - Contact Kaplan Fox
February 18, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Regulatory Compliance
Tickers
KD
Exposures
Financial
Legal
Regulatory
KYNDRYL HOLDINGS Deadline to Lead in Securities Fraud Lawsuit is April 13, 2026 - Contact Kaplan Fox
February 18, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Regulatory Compliance
Tickers
KD
Exposures
Financial
Legal
Regulatory
Synopsys Signals "Silicon-to-System" Dominance with Q4 Beat and Ambitious 2026 Outlook
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
CDNS
NVDA
SIEGY
SNPS
Exposures
Artificial Intelligence
Financial
Supply Chain
Barbie’s Cold Winter: Mattel Shares Crater 30% Following Disastrous Holiday Quarter
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
World Trade
Tickers
C
DIS
HAS
JPM
MAT
TGT
Exposures
Artificial Intelligence
Financial
Tariff
The Agentic Internet Arrives: Cloudflare Surges 13% on Record Revenue and AI Pivot
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AKAM
FSLY
MSFT
NET
NVDA
PANW
Exposures
Artificial Intelligence
Economy
Financial
Tesla’s Bold Pivot: Trading Steering Wheels for Silicon and Steel
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Electric Vehicles
Tickers
ARM
BYDDY
LCID
NVDA
QCOM
RIVN
Exposures
Artificial Intelligence
Electric Vehicles
Financial
Apple’s Services Juggernaut Hits Record Highs Amid Growing Hardware Headwinds
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AAPL
GOOGL
MSFT
MU
SSNLF
Exposures
Artificial Intelligence
Economy
Financial
Is Sandisk the Next Nvidia?
↗
February 18, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
NVDA
SNDK
Exposures
Artificial Intelligence
Financial
New Resource from Sawyer & Sawyer Clarifies Key Differences Between Wills and Trusts in Florida
February 18, 2026
Via
Press Advantage
Topics
Lawsuit
Exposures
Financial
Legal
Why Wendy's Long-Slumping Stock Rebounded in a Big Way on Wednesday
↗
February 18, 2026
Via
The Motley Fool
Topics
Earnings
Regulatory Compliance
Tickers
WEN
Exposures
COVID-19
Financial
Legal
Manhattan Real Estate Attorney Peter Zinkovetsky Explains When Property Owners Need a Quiet Title Action in New York
February 18, 2026
Via
AB Newswire
Topics
Lawsuit
Exposures
Financial
Legal
Select Water WTTR Q4 2025 Earnings Call Transcript
↗
February 18, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
WTTR
Exposures
Financial
Little Rock Wrongful Death Attorney Joseph Gates Explains How Families Can Pursue Claims After Fatal Car Accidents in Arkansas
February 18, 2026
Via
AB Newswire
Topics
Death
Lawsuit
Exposures
Death
Financial
Legal
Toll Brothers Posts Q1 Beat; Faces Better Demand Trends
↗
February 18, 2026
Via
Benzinga
Topics
Earnings
Tickers
TOL
Exposures
Financial
USANA (USNA) Q4 2025 Earnings Call Transcript
↗
February 18, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
COST
TGT
USNA
Exposures
Artificial Intelligence
Financial
MFA Financial MFA Q4 2025 Earnings Call Transcript
↗
February 18, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
MFA
Exposures
Financial
Insulet (PODD) Shakes the Market with Q4 Earnings Beat as Omnipod 5 Dominance Continues
February 18, 2026
Via
MarketMinute
Topics
Earnings
Tickers
ABT
DXCM
MDT
PODD
TNDM
Exposures
Financial
Product Safety
Wayfair's Margin Tightrope: Aggressive Discounts and Affirm Partnership Take Center Stage in Q4 Earnings Preview
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Earnings
Tickers
AFRM
AMZN
RH
W
WSM
Exposures
Artificial Intelligence
Financial
Interest Rates
Palo Alto Networks Q2 2026: Revenue Soars to $2.6B, but Guidance Weighs on Shares
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Tickers
CRWD
CYBR
FTNT
MSFT
ORCL
PANW
Exposures
Artificial Intelligence
Financial
Huntsman (HUN) Q4 2025 Earnings Call Transcript
↗
February 18, 2026
Via
The Motley Fool
Topics
Earnings
Economy
Energy
Tickers
HUN
Exposures
Financial
Fossil Fuels
Interest Rates
EQT (EQT) Q4 2025 Earnings Call Transcript
↗
February 18, 2026
Via
The Motley Fool
Topics
Earnings
Energy
Tickers
EQT
Exposures
Financial
Fossil Fuels
Kaplan Fox Alerts CoreWeave (CRWV) Investors of March 13, 2026 Lead Plaintiff Deadline in Securities Class Action Case
February 18, 2026
Via
NewMediaWire
Topics
Lawsuit
Tickers
CRWV
Exposures
Financial
Legal
Kaplan Fox Alerts CoreWeave (CRWV) Investors of March 13, 2026 Lead Plaintiff Deadline in Securities Class Action Case
February 18, 2026
Via
TheNewswire.com
Topics
Lawsuit
Tickers
CRWV
Exposures
Financial
Legal
Fed Signals Patient Stance in January Minutes as 'Soft Landing' Conviction Grows
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMZN
BAC
DHI
JPM
META
MSFT
Exposures
Artificial Intelligence
Economy
Financial
Ford Recalibrates EV Strategy While Tesla Pivots To AI: Would the Bet Pay Off?
February 18, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Bankruptcy
Electric Vehicles
Tickers
F
TSLA
Exposures
Artificial Intelligence
Electric Vehicles
Financial
Amrize (AMRZ) Q4 2025 Earnings Call Transcript
↗
February 18, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
AMRZ
Exposures
Financial
< Previous
1
2
...
13
14
15
16
17
18
19
20
21
...
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.