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
...
30
31
32
33
34
35
36
37
38
...
99
100
Next >
Costco (COST) Q1 2026 Earnings Call Transcript
↗
December 11, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Economy
Tickers
COST
Exposures
Artificial Intelligence
Financial
Interest Rates
Costco Wholesale Corp (NASDAQ:COST) Reports Q1 2026 Earnings Beat Amid Slight Revenue Miss
↗
December 11, 2025
Via
Chartmill
Topics
Earnings
Tickers
COST
Exposures
Financial
RH (NYSE:RH) Stock Surges on Q3 Results Despite Revenue and EPS Misses
↗
December 11, 2025
Via
Chartmill
Topics
Earnings
Tickers
RH
Exposures
Financial
Broadcom Inc. (NASDAQ:AVGO) Stock Drops 5% Despite Strong Q4 Earnings Beat and Upbeat AI-Driven Guidance
↗
December 11, 2025
Via
Chartmill
Topics
Earnings
Tickers
AVGO
Exposures
Financial
Destination XL Group Inc (NASDAQ:DXLG) Misses Q3 Estimates, Announces Merger with FullBeauty Brands
↗
December 11, 2025
Via
Chartmill
Topics
Earnings
Tickers
DXLG
Exposures
Financial
Frequency Electronics Inc (NASDAQ:FEIM) Reports Q2 2026 Earnings Miss, Stock Falls on Profit Decline
↗
December 11, 2025
Via
Chartmill
Topics
Earnings
Tickers
FEIM
Exposures
Financial
ABM (ABM) Q3 2024 Earnings Call Transcript
↗
December 11, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
ABM
Exposures
Financial
ABM (ABM) Q1 2025 Earnings Call Transcript
↗
December 11, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
ABM
Exposures
Financial
3M (MMM) Q3 2024 Earnings Call Transcript
↗
December 11, 2025
Via
The Motley Fool
Topics
Earnings
Supply Chain
Tickers
MMM
Exposures
Financial
Supply Chain
Tech Titans Under Pressure: Navigating the Post-Oracle Landscape Amidst AI Investment Scrutiny
December 11, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Tickers
AMD
ARM
META
NVDA
ORCL
Exposures
Artificial Intelligence
Financial
S&P 500 Shatters 6,900 Barrier on Record-Breaking Thursday, Fueled by Fed Easing and AI Enthusiasm
December 11, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
Tickers
AAPL
AMZN
DG
F
GM
GOOGL
Exposures
Artificial Intelligence
Debt Markets
Economy
Oracle's AI Infrastructure Bet Falters, Sending Ripples Through Tech Market
December 11, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Tickers
AMD
AMZN
AVGO
CRM
GOOGL
MSFT
Exposures
Artificial Intelligence
Financial
1stdibs (DIBS) Q4 2024 Earnings Call Transcript
↗
December 11, 2025
Via
The Motley Fool
Topics
Earnings
Retirement
Tickers
DIBS
Exposures
Financial
Pension
1stdibs (DIBS) Q1 2025 Earnings Call Transcript
↗
December 11, 2025
Via
The Motley Fool
Topics
Credit Cards
Earnings
Tickers
DIBS
Exposures
Financial
Interest Rates
1stdibs (DIBS) Q2 2025 Earnings Call Transcript
↗
December 11, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Earnings
Tickers
DIBS
Exposures
Artificial Intelligence
Financial
Interest Rates
1stdibs (DIBS) Q3 2025 Earnings Call Transcript
↗
December 11, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
DIBS
Exposures
Artificial Intelligence
Financial
1-800-FLOWERS FLWS Earnings Call Transcript
↗
December 11, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
FLWS
Exposures
Financial
Commercial Truck Accidents on the Rise: Colorado Attorneys Clarify Who Can Be Held Responsible
December 11, 2025
Via
AB Newswire
Topics
Lawsuit
Exposures
Financial
Legal
Quanex Stock Soars After Q4 Earnings Beat Estimates: Details
↗
December 11, 2025
Via
Benzinga
Topics
Earnings
Exposures
Financial
Broadcom Stock Boosted By Q4 Earnings Beat, AI Revenue Surge: 'We See Momentum Continuing In Q1'
↗
December 11, 2025
Via
Benzinga
Topics
Artificial Intelligence
Earnings
Tickers
AVGO
Exposures
Artificial Intelligence
Financial
American Outdoor Brands Earnings Call Transcript
↗
December 11, 2025
Via
The Motley Fool
Topics
Earnings
World Trade
Tickers
AOUT
Exposures
Financial
Tariff
LLC for Non-Residents: Complete Guide to Forming a US Business Entity from Abroad
December 11, 2025
Via
AB Newswire
Topics
Lawsuit
Exposures
Financial
Legal
Ollie's (OLLI) Stock Is Up, What You Need To Know
December 11, 2025
Via
StockStory
Topics
Earnings
Tickers
NVDA
OLLI
UBS
Exposures
Financial
Why Dave & Buster's (PLAY) Stock Is Up Today
December 11, 2025
Via
StockStory
Topics
Artificial Intelligence
Earnings
Economy
Tickers
NVDA
PLAY
Exposures
Artificial Intelligence
Financial
Interest Rates
NeuroOne(R) to Report Fourth Quarter and Fiscal Year 2025 Financial Results on Wednesday, December 17th at 8:30 a.m. Eastern Time
December 11, 2025
Via
TheNewswire.com
Topics
Artificial Intelligence
Earnings
Tickers
NMTC
Exposures
Artificial Intelligence
Financial
NeuroOne(R) to Report Fourth Quarter and Fiscal Year 2025 Financial Results on Wednesday, December 17th at 8:30 a.m. Eastern Time
December 11, 2025
Via
NewMediaWire
Topics
Artificial Intelligence
Earnings
Tickers
NMTC
Exposures
Artificial Intelligence
Financial
Oracle's Debt Balloons to $108 Billion as AI Spending Soars
↗
December 11, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Earnings
Tickers
BIPC
INTC
META
NVDA
ORCL
Exposures
Artificial Intelligence
Debt Markets
Financial
Apple Scores Partial Win In Epic Games Fight As Appeals Court Scales Back Parts of Sanctions: Report
↗
December 11, 2025
Via
Stocktwits
Topics
Lawsuit
Tickers
AAPL
EPIC
Exposures
Financial
Legal
Moderna (MRNA) Q4 2024 Earnings Call Transcript
↗
December 11, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
MRNA
Exposures
COVID-19
Financial
Product Safety
Adventurous Bets: Unearthing Promising Penny Stocks for Explosive Growth in a Volatile Market
December 11, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Economy
Tickers
BTEC
Exposures
Artificial Intelligence
Economy
Financial
< Previous
1
2
...
30
31
32
33
34
35
36
37
38
...
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.