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
New Book Slayed by L’Mireille Tells a Powerful Story of Justice, Healing, and Black Gen X Resilience
June 24, 2025
Via
AB Newswire
Exposures
Harassement
A comedy musical about Siegfried & Roy, Shangri-La-La -- on stage July 22-24 at the Arlington Drafthouse Theater in Virginia
June 13, 2025
Via
PRLog
Topics
Lawsuit
Exposures
Financial
Harassement
Legal
“King Saud”: A Bold Neo-Noir Thriller That Confronts America’s Unrest
March 18, 2025
Via
Get News
Exposures
Harassement
The Controversial Trajectory of DEI Initiatives: What’s Next
January 21, 2025
Via
Get News
Topics
Religion
Tickers
AMZN
Exposures
Harassement
Religion
DEI backlash is slowing the progress women and Blacks have made on corporate boards
December 13, 2024
Via
Equities.com
Exposures
Harassement
Odenton Doctor Sexual Abuse Lawyer, Civil Suits For Indecent Exposure Updated
January 03, 2024
Via
Press Release Distribution Service
Exposures
Harassement
Cleveland Doctor Sexual Abuse Law Firm For Indecent Exposure Cases Launched
October 19, 2023
Via
Press Release Distribution Service
Exposures
Harassement
Artist Ramona Pintea Collaborates with Women of Influence and Hotel Zena for the Launch of the #WearYourCrown♥ Global Campaign
February 21, 2022
Via
PRLog
Exposures
Harassement
Discover Laura Laytham’s Fascinating Journey in Her New Book “Hack Chick: A Coming of Age Story of a Girl and the Internet”
June 27, 2024
Via
Get News
Topics
Hacking
Tickers
AMZN
Exposures
Harassement
Information Security
Metoo podcast brought out of retirement to join Stream For Survivors fundraiser
March 29, 2024
Via
Get News
Topics
Retirement
Exposures
Harassement
Pension
50 years on, Pearl Lam and Sydney Picasso explore the role that women played in the creative process of Pablo Picasso.
December 20, 2023
Via
Press Release Distribution Service
Exposures
Harassement
LUX creates bold new workplace training designed to stop everyday sexism in the workplace
December 13, 2022
Via
News Direct
Exposures
Harassement
Mary Schaller launches book, Ashes of Despair; promoted by Author’s Tranquility Press
December 07, 2022
Via
AB Newswire
Topics
LGBTQ
Exposures
Diversity
Harassement
BookTrib's Bites: Political Thriller, TrumpU, Sound Advice, Academic Debate
October 22, 2021
Via
NewsUSA
Topics
Government
Lawsuit
Exposures
Financial
Harassement
Legal
Author Rachel Thompson utilizes Twitter Spaces for Book Launch and Discussion on Her Latest Release, Broken People
September 30, 2021
Via
PRLog
Tickers
TWTR
Exposures
Harassement
Ecocentricity Blog: Looking Back
July 29, 2021
Via
3BL Media
Exposures
COVID-19
Harassement
Brilliant movie "Havel" closes NYC Independent Film Festival
June 11, 2021
Via
EIN Presswire
Exposures
COVID-19
Harassement
New book “To Move Through the Wounds” by Brittany A. Dobbins is released, an inspiring memoir and message of hope for women working through trauma to find healing and self-love
October 05, 2022
Via
AB Newswire
Tickers
AMZN
Exposures
Harassement
Karla A. Trippe's Book, “Scenes From the Valley” Tells the Author's “#MeToo” Experience Through Her Career Journey in the Silicon Valley
July 18, 2022
Via
WebWire
Exposures
Harassement
Coaching Conversations Lead the Way to a World Beyond #MeToo
December 14, 2021
Via
24-7 Press Release
Exposures
Harassement
A Classical Crossover Opera Singer’s #MeToo Survivor Story is revealed through her World Release of Giacomo Puccini’s legendary piece “Nessun Dorma”
December 10, 2021
Via
AB Newswire
Exposures
Harassement
How To Find Love In The Big City
October 19, 2021
Via
PR Distribution
Tickers
AAPL
AMZN
ROKU
Exposures
Harassement
US Veteran Recounts His Personal Story of Sexual Assault and Wants to Help Others in Need
October 15, 2021
Via
Newsfile
Topics
Product Recall
Tickers
AMZN
Exposures
Harassement
Legal
Product Safety
Alibaba Has Both #MeToo And Regulators To Think About
August 11, 2021
Via
Benzinga
Tickers
AMZN
BABA
BZUN
JD
NKE
PDD
Exposures
Harassement
Ecocentricity Blog: Looking Back
July 29, 2021
Via
News Direct
Exposures
COVID-19
Harassement
The story of inspired transformation
June 18, 2021
Via
Get News
Exposures
Harassement
Shenea Stiletto’s Circus Lifestyle “ Live Like An Acrobat Podcast” has revolutionized the circus industry
May 27, 2021
Via
EIN Presswire
Topics
Bankruptcy
Exposures
Financial
Harassement
Legal
Bestselling Book from Psychotherapist Amy Carpenter Reveals What Parents Need to Know to Help Teens Stay Smart, Strong, and Safe from Sexual Harassment and Assault
May 21, 2021
Via
Get News
Exposures
Harassement
Bestselling Book from Psychotherapist Amy Carpenter Reveals What Parents Need to Know to Help Teens Stay Smart, Strong, and Safe from Sexual Harassment and Assault
May 20, 2021
Via
Authority Press Wire
Exposures
Harassement
Shenea Stiletto’s Circus Lifestyle “ Live Like An Acrobat Podcast” has revolutionized the circus industry
May 19, 2021
Via
EIN Presswire
Topics
Bankruptcy
Exposures
Financial
Harassement
Legal
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.