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 >
The Great Resurgence: A Comprehensive Analysis of Carvana’s (CVNA) Rise to Market Dominance
December 26, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Bankruptcy
Earnings
Tickers
AMZN
AN
CVNA
KMX
Exposures
Artificial Intelligence
COVID-19
Economy
Walmart (WMT) in 2025: From Retail Giant to Tech Ecosystem
December 26, 2025
Via
PredictStreet
Topics
Earnings
Economy
Emissions
Tickers
AMZN
COST
TGT
WMT
Exposures
Economy
Financial
Supply Chain
NVIDIA Reports Record $51.2B Q3 Revenue as Blackwell Demand Hits ‘Insane’ Levels
December 26, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMD
AMZN
GOOGL
MSFT
NVDA
Exposures
Artificial Intelligence
Financial
Supply Chain
AI Bubble Fears Scaring You Off? Buy This Magnificent 7 Stock for Stability.
December 26, 2025
Via
Barchart.com
Topics
Artificial Intelligence
Earnings
Stocks
Tickers
AAPL
NVDA
Exposures
Artificial Intelligence
Financial
US Equities
Chipotle’s Next Chapter: How Scott Boatwright Is Trying To Keep Burritos Booming After Brian Niccol’s Jump To Starbucks
↗
December 26, 2025
Via
Stocktwits
Topics
Earnings
World Trade
Tickers
CAVA
CMG
SBUX
Exposures
COVID-19
Financial
Tariff
Prediction: This Stock Will Be the Biggest Quantum Computing Winner of 2026
↗
December 26, 2025
Via
The Motley Fool
Topics
Bankruptcy
Tickers
GOOG
GOOGL
IBM
IONQ
MSFT
QBTS
Exposures
Financial
Legal
Is Social Security Going Bankrupt? Here's the Truth Every Retiree and Worker Needs to Know.
↗
December 26, 2025
Via
The Motley Fool
Topics
Bankruptcy
Retirement
Exposures
Financial
Legal
Pension
5 Insightful Analyst Questions From Winnebago’s Q4 Earnings Call
December 26, 2025
Via
StockStory
Topics
Earnings
Tickers
WGO
Exposures
Financial
5 Insightful Analyst Questions From Paychex’s Q4 Earnings Call
December 26, 2025
Via
StockStory
Topics
Artificial Intelligence
Earnings
Tickers
PAYX
Exposures
Artificial Intelligence
Financial
5 Must-Read Analyst Questions From Carnival’s Q4 Earnings Call
December 26, 2025
Via
StockStory
Topics
Earnings
Tickers
CCL
Exposures
Financial
5 Revealing Analyst Questions From Lamb Weston’s Q4 Earnings Call
December 26, 2025
Via
StockStory
Topics
Earnings
Economy
Tickers
LW
Exposures
Financial
Supply Chain
The 5 Most Interesting Analyst Questions From Conagra’s Q4 Earnings Call
December 26, 2025
Via
StockStory
Topics
Earnings
Economy
Tickers
CAG
Exposures
Financial
Interest Rates
Supply Chain
Soccer Coach Beats Nike To 'Total 90' Trademark, Sparks Legal Fight Ahead Of World Cup
↗
December 25, 2025
Via
Benzinga
Topics
Lawsuit
Tickers
NKE
Exposures
Financial
Legal
The Great Silicon Consolidation: How the Race for AI Supremacy is Reshaping the Semiconductor Landscape
December 25, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Economy
Tickers
AMD
ANSS
AVGO
INTC
LSCC
MRVL
Exposures
Artificial Intelligence
Economy
Financial
Tesla’s 2025 Finish Line: High-Stakes Delivery Countdown Sets the Stage for an AI-Driven 2026
December 25, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Electric Vehicles
Tickers
BLK
BYDDY
F
GM
LCID
RIVN
Exposures
Artificial Intelligence
Electric Vehicles
Financial
Nvidia’s $20 Billion Strategic Integration of Groq: A New Era for AI Inference
December 25, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Lawsuit
Tickers
AMD
AMZN
GOOGL
INTC
MSFT
NVDA
Exposures
Artificial Intelligence
Financial
Legal
Will Rigetti Computing Make a Comeback in 2026?
↗
December 25, 2025
Via
The Motley Fool
Topics
Bankruptcy
ETFs
Tickers
MSFT
NVDA
RGTI
Exposures
Financial
Legal
Trump Establishes “One Nation, One AI” Policy: New Executive Order Blocks State-Level Regulations
December 25, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Government
Lawsuit
Tickers
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Financial
Legal
1 Growth Stock Down 10% to Buy Right Now
↗
December 25, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
COST
Exposures
Artificial Intelligence
Financial
Breaking the Grip: 2025 Breakthroughs in Ultra-High Purity Graphite Reshape the Global Battery Supply Chain
December 25, 2025
Via
MarketMinute
Topics
Bankruptcy
Economy
Electric Vehicles
Tickers
ASX:EGR
ASX:RNU
ASX:SYR
FCSMF
LCID
NMG
Exposures
Economy
Electric Vehicles
Financial
Ambarella CFO Trims Stake as Edge AI Specialist Navigates Premium Valuation and Strategic Pivot
December 25, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMBA
ARM
NVDA
QCOM
Exposures
Artificial Intelligence
Financial
Supply Chain
Kenvue Insider Buying and the Kimberly-Clark Megamerger: A Value Investor's Deep Dive
December 25, 2025
Via
MarketMinute
Topics
Lawsuit
Tickers
HLN
KMB
KVUE
PG
UL
Exposures
Financial
Legal
The Autonomous Ascent: Agentic AI and Fed Dovishness Drive the 2025 Santa Claus Rally
December 25, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
ADBE
CRM
GOOGL
LITE
NOW
NVDA
Exposures
Artificial Intelligence
Economy
Financial
The Disruption Trap: Why TCW’s Exit from Adobe Marks a Turning Point for Growth Investing
December 25, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Lawsuit
Tickers
ADBE
CRM
NVDA
SEMR
Exposures
Artificial Intelligence
Financial
Legal
Autodesk (ADSK): The Direct Billing Pivot and the Future of Design-to-Make AI
December 25, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Earnings
Economy
Tickers
ADBE
ADSK
BSY
DASTY
PCOR
PTC
Exposures
Artificial Intelligence
Economy
Financial
The Memory Backbone: How Micron Technology Captured the AI Supercycle
December 25, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMD
GS
MS
MU
NVDA
SSNLF
Exposures
Artificial Intelligence
Financial
Supply Chain
2 Extraordinary Artificial Intelligence (AI) Stocks Down 30% and 73% to Buy Before They Turn Around in 2026
↗
December 25, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
AMZN
DDOG
DIS
NFLX
TTD
Exposures
Artificial Intelligence
Financial
The Toll Booth of Global Commerce: A Deep-Dive Into Visa Inc. (NYSE: V)
December 25, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AXP
BAC
BLK
BRK-A
BRK-B
MA
Exposures
Artificial Intelligence
Economy
Financial
Walmart (WMT) 2025: The Evolution of a Tech-Powered Retail Ecosystem
December 25, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AMZN
COST
PEP
TGT
WMT
Exposures
Artificial Intelligence
Financial
Interest Rates
The $4 Trillion Frontier: Apple’s AI-Driven Evolution and Market Dominance
December 25, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Lawsuit
Tickers
AAPL
GOOGL
MS
MSFT
NFLX
NVDA
Exposures
Artificial Intelligence
Financial
Legal
< 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.