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 >
HEICO’s Q3 Earnings Call: Our Top 5 Analyst Questions
December 25, 2025
Via
StockStory
Topics
Earnings
Tickers
HEI
Exposures
Financial
5 Revealing Analyst Questions From Accenture’s Q4 Earnings Call
December 25, 2025
Via
StockStory
Topics
Artificial Intelligence
Earnings
Tickers
ACN
Exposures
Artificial Intelligence
Financial
The 5 Most Interesting Analyst Questions From FactSet’s Q4 Earnings Call
December 25, 2025
Via
StockStory
Topics
Artificial Intelligence
Earnings
Tickers
FDS
Exposures
Artificial Intelligence
Financial
1 Financials Stock on Our Buy List and 2 We Turn Down
December 24, 2025
Via
StockStory
Topics
Bankruptcy
Credit Cards
Economy
Tickers
BX
OMF
STT
Exposures
Economy
Financial
Interest Rates
Archangel Insurance Offers Tailored Solutions for Every Austin Business, Big or Small
December 24, 2025
Via
AB Newswire
Topics
Lawsuit
Exposures
Financial
Legal
Will Quantum Computing Inc. (QUBT) Stock Keep Its Losing Streak Going in 2026?
↗
December 24, 2025
Via
The Motley Fool
Topics
Bankruptcy
Intellectual Property
Tickers
LAZR
QUBT
Exposures
Financial
Intellectual Property
Legal
Prescription for Growth: Why Zoetis and Viatris are Defining Healthcare’s New Winners in 2025
December 24, 2025
Via
MarketMinute
Topics
Bonds
Earnings
World Trade
Tickers
ELAN
MRK
VTRS
ZTS
Exposures
Debt Markets
Financial
Product Safety
Defensive Giants: Why Residential and Healthcare REITs are Dominating the 2025 Market Landscape
December 24, 2025
Via
MarketMinute
Topics
Bonds
Earnings
Economy
Tickers
DOC
INVH
Exposures
Debt Markets
Economy
Financial
The Digital David Becomes a Goliath: SoFi Technologies Caps 2025 with Record Momentum
December 24, 2025
Via
MarketMinute
Topics
Earnings
Economy
Tickers
BAC
JPM
SOFI
WFC
Exposures
Economy
Financial
Interest Rates
Shake Shack vs. Chipotle: Which Is the Better Buy?
↗
December 24, 2025
Via
The Motley Fool
Topics
ETFs
Earnings
Economy
Tickers
CMG
SHAK
Exposures
Economy
Financial
Securities Market
Nike (NKE) Stock Investors: What to Watch in 2026.
↗
December 24, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
NKE
Exposures
Financial
DOJ Launches AI Litigation Task Force to Dismantle State Regulatory “Patchwork”
December 24, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Lawsuit
Tickers
GOOGL
META
MSFT
Exposures
Artificial Intelligence
Financial
Legal
Trump Issues Landmark Executive Order to Nationalize AI Policy, Preempting State “Guardrails”
December 24, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Government
Tickers
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Censorship
Economy
Advance Auto Parts Enters the Spotlight: Turnaround Hopes Drive Holiday Interest Amid Market Volatility
December 24, 2025
Via
MarketMinute
Topics
Earnings
Economy
Tickers
AAP
AZO
CG
ORLY
Exposures
Financial
Supply Chain
FAT Brands Reaches Tentative SEC Settlement to Resolve Long-Standing Loan Scheme Investigation
December 24, 2025
Via
MarketMinute
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
DIN
FAT
JACK
TWNP
YUM
Exposures
Financial
Legal
Regulatory
Apple’s Walled Garden Cracks in Brazil: A Landmark Settlement and the $100 Billion Services Milestone
December 24, 2025
Via
MarketMinute
Topics
Economy
Lawsuit
Tickers
AAPL
GOOGL
MELI
SPOT
Exposures
Economy
Financial
Legal
RFID Revolution: Impinj (PI) Surges as Intelligent Tracking Becomes Essential Infrastructure in 2025
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
ACI
AVY
HON
KR
NXPI
PI
Exposures
Artificial Intelligence
Economy
Financial
Adobe’s AI Crossroads: Valuation Tensions Mount as Semrush Acquisition Takes Center Stage
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Lawsuit
Tickers
ADBE
GOOGL
SEMR
Exposures
Artificial Intelligence
Economy
Financial
Lumentum Stock On Track To Record 8th Consecutive Monthly Gain – What’s Making Analysts So Bullish?
↗
December 24, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Tickers
AOR
BAC
EHLS
IJK
LITE
MEME
Exposures
Artificial Intelligence
Financial
Bitdeer Technologies Group (BTDR) Investors: February 2, 2026 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
December 24, 2025
Via
TheNewswire.com
Topics
Lawsuit
Tickers
BTDR
Exposures
Financial
Legal
Bitdeer Technologies Group (BTDR) Investors: February 2, 2026 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
December 24, 2025
Via
NewMediaWire
Topics
Lawsuit
Tickers
BTDR
Exposures
Financial
Legal
1 Broadcom Insider Just Dumped $12 Million in AVGO Stock. Should You Sell Too?
December 24, 2025
Via
Barchart.com
Topics
Artificial Intelligence
Earnings
Tickers
AVGO
Exposures
Artificial Intelligence
Financial
Earnings Renaissance: Why 2026 Profit Projections are Propping Up Record Valuations
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
ASX:RIO
AVGO
BSX
ETN
FDX
GS
Exposures
Artificial Intelligence
Financial
Interest Rates
Firefly Aerospace Inc. Investors Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Firefly Aerospace Inc. Shareholders of Deadline in Securities Fraud Class Action Lawsuit
December 24, 2025
Via
TheNewswire.com
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
FLY
Exposures
Financial
Legal
Securities Market
Firefly Aerospace Inc. Investors Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Firefly Aerospace Inc. Shareholders of Deadline in Securities Fraud Class Action Lawsuit
December 24, 2025
Via
NewMediaWire
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
FLY
Exposures
Financial
Legal
Securities Market
The Pope Firm Johnson City Addresses Rising Demand for Bankruptcy Services Amid Economic Challenges
December 24, 2025
Via
Press Advantage
Topics
Bankruptcy
Economy
Exposures
Financial
Interest Rates
Legal
Micron Stock Hits Record High Before Christmas — Futurum Equities Says Market Is Repricing Firm Toward Durable AI Margins
↗
December 24, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Tickers
AVGO
DELL
HPE
HPQ
MU
ORCL
Exposures
Artificial Intelligence
Financial
SFM Announcement: Kessler Topaz Meltzer & Check, LLP Encourages Sprouts Farmers Market, Inc. (SFM) Investors to Contact the Firm About Securities Fraud Class Action Lawsuit
December 24, 2025
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
SFM
Exposures
Financial
Legal
SFM Announcement: Kessler Topaz Meltzer & Check, LLP Encourages Sprouts Farmers Market, Inc. (SFM) Investors to Contact the Firm About Securities Fraud Class Action Lawsuit
December 24, 2025
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
SFM
Exposures
Financial
Legal
ZIM Integrated Shipping: Modernizing the Fleet Amid a Takeover Tug-of-War
December 24, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Earnings
Economy
Tickers
ZIM
Exposures
Artificial Intelligence
Financial
Securities Market
< 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.