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 >
What is the Big Picture for Markets Heading Into Friday's Session?
January 09, 2026
Via
Barchart.com
Topics
World Trade
Exposures
Ethanol
Fossil Fuels
Tariff
What Is One of the Best Energy Stocks to Hold for the Next 10 Years?
↗
January 09, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Energy
Tickers
CVX
VDE
VST
XOM
Exposures
Artificial Intelligence
Coal
Fossil Fuels
WTI Faces Rejection Near 50-Day SMA Barrier, Slides To Sub-$58.00 Levels
↗
January 08, 2026
Via
Talk Markets
Exposures
Fossil Fuels
Why Costco Stock Popped Today
↗
January 08, 2026
Via
The Motley Fool
Topics
Energy
Tickers
COST
Exposures
Fossil Fuels
Cattle Pop Back Higher on Thursday
January 08, 2026
Via
Barchart.com
Topics
Economy
Exposures
Fossil Fuels
Interest Rates
Cotton Falls Back on Thursday
January 08, 2026
Via
Barchart.com
Exposures
Ethanol
Fossil Fuels
Textiles
Hogs Rally on Thursday
January 08, 2026
Via
Barchart.com
Exposures
Fossil Fuels
Corn Closes with Fractional Price Movement
January 08, 2026
Via
Barchart.com
Exposures
Ethanol
Fossil Fuels
Textiles
Soybeans Ease Lower on Thursday
January 08, 2026
Via
Barchart.com
Exposures
Fossil Fuels
Wheat Fades to Close Mixed on Thursday
January 08, 2026
Via
Barchart.com
Exposures
Ethanol
Fossil Fuels
Textiles
Energy Sector Surges as Geopolitical Shifts in South America Propel Dow Jones to Record Highs
January 08, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
CAT
CVX
HAL
NVDA
SLB
Exposures
Artificial Intelligence
Climate
Fossil Fuels
American Trade Resilience: Deficit Hits 17-Year Low as Export Surge and Tariff Shocks Reshape Global Commerce
January 08, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
CVX
MRK
MSFT
NEM
NVDA
PFE
Exposures
Artificial Intelligence
Economy
Fossil Fuels
The Great Decompression: Dow Climbs 270 Points as Investors Swap AI Dreams for Defense Reality
January 08, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
AMAT
CVX
GD
GOOGL
INTC
Exposures
Artificial Intelligence
Economy
Fossil Fuels
Bloom Energy Soars on Landmark Wyoming Data Center Approval
January 08, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
AEP
BE
BX
CAT
CMI
FCEL
Exposures
Artificial Intelligence
Coal
Economy
Valero Energy (VLO) Clears Major Technical Base, Signaling Energy Sector Strength
January 08, 2026
Via
MarketMinute
Topics
Economy
Energy
Tickers
CVX
JPM
MPC
PSX
VLO
XOM
Exposures
Economy
Fossil Fuels
Interest Rates
Stocks Settle Mixed on Sector Rotation
January 08, 2026
Via
Barchart.com
Topics
Bonds
Economy
Government
Exposures
Debt Markets
Fossil Fuels
Interest Rates
Is Exxon Mobil Stock a Buy, Sell, or Hold for January 2026?
January 08, 2026
Via
Barchart.com
Topics
Energy
Tickers
XOM
Exposures
Fossil Fuels
Crude Sharply Higher on Energy Demand Strength and Index Buying of Oil Futures
January 08, 2026
Via
Barchart.com
Topics
Energy
Tickers
C
MS
Exposures
Fossil Fuels
Nat-Gas Prices Fall on the Outlook for Above-Average US Temps
January 08, 2026
Via
Barchart.com
Topics
Energy
Exposures
Fossil Fuels
Cattle and Hogs in Q4 and 2025- What are the Prospects for Q1 2026 and Beyond
January 08, 2026
Via
Barchart.com
Exposures
Fossil Fuels
Is Chevron Stock a Buy, Sell, or Hold for January 2026?
January 08, 2026
Via
Barchart.com
Topics
Energy
Government
Tickers
CVX
Exposures
Fossil Fuels
Political
Latham Group (SWIM) Shares Surge as New Leadership and 2026 Product Lineup Spark Technical Breakout
January 08, 2026
Via
MarketMinute
Topics
Energy
Tickers
HAYW
PNR
POOL
SWIM
Exposures
Fossil Fuels
Sugar Prices Pressured by a Stronger Dollar
January 08, 2026
Via
Barchart.com
Tickers
C
Exposures
Fossil Fuels
Cocoa Prices Sharply Higher on Expectations of Commodity Index Buying
January 08, 2026
Via
Barchart.com
Tickers
C
Exposures
Fossil Fuels
Coffee Prices Erase Early Gains as the Dollar Rallies
January 08, 2026
Via
Barchart.com
Topics
Government
World Trade
Exposures
Fossil Fuels
Political
Tariff
Costco Shatters Expectations with $30 Billion December: Stock Surges as Membership Model Defies Retail "Hangover"
January 08, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
BJ
COST
TGT
WMT
Exposures
Artificial Intelligence
Economy
Fossil Fuels
Hogs Rallying Back on Thursday
January 08, 2026
Via
Barchart.com
Exposures
Fossil Fuels
Soybeans Easing Back on Thursday
January 08, 2026
Via
Barchart.com
Exposures
Ethanol
Fossil Fuels
Textiles
Cattle Back to Posting Gains on Thursday
January 08, 2026
Via
Barchart.com
Topics
Economy
Exposures
Fossil Fuels
Interest Rates
Cotton Slipping Lower on Thursday
January 08, 2026
Via
Barchart.com
Exposures
Ethanol
Fossil Fuels
Textiles
< 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.