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
...
25
26
27
28
29
30
31
32
33
...
99
100
Next >
The High Cost of Intelligence: Microsoft’s AI Ambition Faces Wall Street Scrutiny
February 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMZN
GOOGL
META
MSFT
NVDA
ORCL
Exposures
Artificial Intelligence
Economy
Financial
The Golden Arches Strike Back: McDonald’s Rockets to Two-Year Sales High on $5 Value Pivot
February 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
ASX:RBD
DRI
MCD
QSR
WEN
YUM
Exposures
Artificial Intelligence
Economy
Financial
The Seven-Thousand Siege: S&P 500’s Historic Breach and the Great Tech Pivot of 2026
February 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Earnings
Tickers
AAPL
CAT
FDX
GOOGL
IVZ
JNJ
Exposures
Artificial Intelligence
Financial
Interest Rates
Amazon’s $200 Billion AI Gamble Triggers Market Rout: Nine-Day Slump Wipes Out $460 Billion
February 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Tickers
AMZN
GOOGL
MSFT
NVDA
Exposures
Artificial Intelligence
Financial
Should You Buy Live Nation Entertainment Stock Before Feb. 19?
↗
February 16, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
LYV
Exposures
Financial
Donnelley Financial (DFIN) Positioned as the Ultimate Bellwether for a 2026 IPO and M&A Renaissance
February 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
BR
DFIN
SSNC
WK
Exposures
Artificial Intelligence
Economy
Financial
Alphabet Defies Equity Volatility with Landmark $32 Billion Global Debt Sale
February 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
Tickers
AMZN
BCS
GOOGL
META
MS
MSFT
Exposures
Artificial Intelligence
Debt Markets
Economy
Albemarle Idles Kemerton Lithium Plant: A Strategic Retreat to Tighten Global Supply
February 16, 2026
Via
MarketMinute
Topics
Earnings
Economy
Electric Vehicles
Tickers
ALB
ASX:IGO
ASX:PLS
ASX:WES
F
GM
Exposures
Economy
Electric Vehicles
Financial
Humana’s 2026 Guidance and the Crisis in Managed Care
February 16, 2026
Via
MarketMinute
Topics
Earnings
Economy
Tickers
CVS
ELV
HUM
UNH
Exposures
Financial
Interest Rates
The Value Pivot: McDonald’s Q4 Results Reveal a Defensive Masterclass in a Price-Sensitive 2026 Economy
February 16, 2026
Via
MarketMinute
Topics
Earnings
Economy
Supply Chain
Tickers
ASX:RBD
BROS
CMG
DASH
MCD
QSR
Exposures
Economy
Financial
Interest Rates
Cisco Shares Plunge 12% as AI-Driven Memory Costs Squeeze Margins
February 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
ANET
CSCO
DELL
GOOGL
HPE
MSFT
Exposures
Artificial Intelligence
Coal
Financial
Crypto Update :Pepeto Presale Accelerates Past $7.234 Million as XRP Price Prediction Targets $10 After Ripple CEO Joins CFTC Panel
February 16, 2026
Via
First Publisher
Topics
Artificial Intelligence
ETFs
Lawsuit
Tickers
COIN
Exposures
Artificial Intelligence
Financial
Legal
Kyndryl Holdings, Inc. (KD) Investors: April 13, 2026 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
February 16, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Regulatory Compliance
Tickers
KD
Exposures
Financial
Legal
Regulatory
Kyndryl Holdings, Inc. (KD) Investors: April 13, 2026 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
February 16, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Regulatory Compliance
Tickers
KD
Exposures
Financial
Legal
Regulatory
Brooklyn Slip and Fall Attorney Michael Roitman Explains When Property Owners Can Be Sued for Negligence
February 16, 2026
Via
AB Newswire
Topics
Lawsuit
Exposures
Financial
Legal
NVIDIA (NVDA) at the Crossroads: Analyzing the 2.2% Pullback and the Path to Rubin Architecture
February 16, 2026
Via
Finterra
Topics
Artificial Intelligence
ETFs
Earnings
Tickers
AMD
AMZN
GOOGL
INTC
MSFT
NVDA
Exposures
Artificial Intelligence
Financial
Supply Chain
The Future of Sound: A Deep Dive into Warner Music Group’s (WMG) 2026 Resurgence
February 16, 2026
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AAPL
GS
JPM
WMG
Exposures
Artificial Intelligence
Censorship
Financial
The Backbone of AI: A Deep Dive into Arista Networks (ANET) and the Ethernet Revolution
February 16, 2026
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Tickers
ANET
BAC
BLK
CSCO
MSFT
NVDA
Exposures
Artificial Intelligence
Financial
Supply Chain
The Toll Booth Under Siege: A Deep-Dive into Visa Inc. (V) in 2026
February 16, 2026
Via
Finterra
Topics
Credit Cards
Economy
Fraud
Tickers
AAPL
BAC
BLK
MA
V
Exposures
Economy
Financial
Interest Rates
Apple Inc. (AAPL): Record Revenue vs. Regulatory Reality – A 2026 Deep Dive
February 16, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Lawsuit
Tickers
AAPL
BLK
BRK-A
BRK-B
GOOGL
MSFT
Exposures
Artificial Intelligence
Financial
Legal
Where Will Ford Be in 5 Years?
↗
February 16, 2026
Via
The Motley Fool
Topics
Earnings
Stocks
Tickers
F
Exposures
Financial
US Equities
EPA Scraps 2009 Greenhouse Gas Endangerment Finding: Economic and Energy Implications
February 16, 2026
Via
MarketMinute
Topics
Economy
Electric Vehicles
Emissions
Tickers
CMI
F
GM
TSLA
XOM
Exposures
Economy
Electric Vehicles
Electricity Generation
Antitrust Lawsuit Over Rail Fees: Plains Farmers Allege Price Fixing on Grain Exports
February 16, 2026
Via
MarketMinute
Topics
Economy
Lawsuit
Tickers
BRK-A
BRK-B
NSC
UNP
Exposures
Economy
Financial
Legal
The AI Inflection Point: A Deep Dive into Expedia Group (EXPE) and the Future of Travel Booking
February 16, 2026
Via
Finterra
Topics
Artificial Intelligence
Earnings
Fraud
Tickers
AAPL
ABNB
BKNG
EXPE
META
MSFT
Exposures
Artificial Intelligence
COVID-19
Financial
NewMarket Reports Q4 2025 Results: Full Earnings Call Transcript
↗
February 16, 2026
Via
Benzinga
Topics
Earnings
Exposures
Financial
The Iron Fortress: Cleveland-Cliffs and the High-Stakes Future of American Steel
February 16, 2026
Via
Finterra
Topics
Bankruptcy
Economy
Electric Vehicles
Tickers
BLK
CLF
NUE
X
Exposures
Electric Vehicles
Financial
Interest Rates
Nucor (NUE) Research Deep-Dive: Navigating Tariff Volatility and the Data Center Boom
February 16, 2026
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AAPL
CLF
NUE
STLD
Exposures
Artificial Intelligence
Financial
Interest Rates
The Visual Search for Value: Deconstructing Pinterest’s (PINS) 22% Post-Earnings Plunge
February 16, 2026
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMZN
BLK
DB
GOOGL
JPM
META
Exposures
Artificial Intelligence
COVID-19
Economy
Baxter International (BAX) Deep Dive: Navigating the 16% Plunge and a New Strategic Era
February 16, 2026
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Tickers
BAX
BDX
GEHC
ICUI
JPM
MDT
Exposures
Artificial Intelligence
Financial
Supply Chain
The AI Giga-Cycle: A Deep Dive into Applied Materials (AMAT) and its 2026 Breakout
February 16, 2026
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMAT
ASML
BLK
INTC
KLAC
LRCX
Exposures
Artificial Intelligence
Economy
Financial
< Previous
1
2
...
25
26
27
28
29
30
31
32
33
...
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.