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
...
5
6
7
8
9
10
11
12
13
...
99
100
Next >
Why Constellation Brands Stock Pulled Back Today
September 02, 2025
Via
The Motley Fool
Topics
Immigration
World Trade
Tickers
BRK
BRK-A
BRK-B
BUD
STZ
Exposures
Immigration
Tariff
Market Jitters: Wall Street Braces for Continued Volatility
September 02, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMD
ASX:BHP
ATEN
AZN
BABA
BAC
Exposures
Artificial Intelligence
Debt Markets
Economy
PATEL LAW GROUP CHANGES NAME TO PATEL, SONI, BARSNESS, & PRESCOTT WITH THE PROMOTION OF TWO EQUITY PARTNERS
September 02, 2025
Via
24-7 Press Release
Topics
Immigration
Exposures
Immigration
Visas.pt Launches Legal Action Service Against AIMA to Secure Critical Immigration Appointments for Portugal Residents
September 01, 2025
Via
AB Newswire
Topics
Immigration
Law Enforcement
Lawsuit
Exposures
Financial
Immigration
Legal
Trump's Immigration Crackdown Leaves US Short 1.2 Million Workers, Inflation Fears Mount
September 01, 2025
Via
Benzinga
Topics
Economy
Government
Immigration
Exposures
Immigration
Interest Rates
Political
Roots Global Replaces Hourly Billing with Fixed-Fee Model
September 01, 2025
Via
Newsfile
Topics
Immigration
Exposures
Immigration
Roots Global Replaces Hourly Billing with Fixed-Fee Model
September 01, 2025
Via
Press Release Distribution Service
Topics
Immigration
Exposures
Immigration
3 Red Flags for Constellation Brands Stock and 1 Green Flag to Watch
August 31, 2025
Via
The Motley Fool
Topics
Government
Immigration
World Trade
Tickers
MO
STZ
Exposures
Immigration
Political
Tariff
Chicago Mayor Brandon Johnson Defies Trump's Immigration Crackdown, Vows Police Won't Aid Federal Raids Or Military Troops In Streets
August 30, 2025
Via
Benzinga
Topics
Government
Immigration
Exposures
Immigration
Political
New Memoir You See There Is a God Shares Single Moms Journey from Abandonment to Global Mission Work
August 30, 2025
Via
Binary News Network
Topics
Immigration
Exposures
Immigration
Lex Wire Features The Lawyer Marketers’ Google Business Profile Optimization Service
August 29, 2025
Via
Press Advantage
Topics
Immigration
Exposures
Immigration
FloofChonk LLC Launches Sustainable Cat-Themed Apparel Brand with Mission to Give Back
August 29, 2025
Via
AB Newswire
Topics
Immigration
Exposures
Immigration
Fed Rate Cuts on the Horizon? Analyzing Powell's Signals and Wall Street's Expectations for Monetary Policy
August 29, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
Tickers
AAPL
AMZN
BAC
CCL
DHI
DIS
Exposures
Artificial Intelligence
COVID-19
Debt Markets
Virguez Law Offers Dedicated Legal Support for Slip and Fall Injury Victims in Georgia and North Carolina
August 29, 2025
Via
AB Newswire
Topics
Immigration
Exposures
Immigration
"He's Baaaack!": Dr. Barbara Taber Launches New Season of Take It Or Leave It Tackling 47's Oval Office Return
August 29, 2025
Via
24-7 Press Release
Topics
Government
Immigration
Exposures
Immigration
Political
Attorney Client Acquisition Stack to Automate Law Firm Marketing Launched
August 29, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Immigration
Exposures
Artificial Intelligence
Immigration
Yuanyii Agency Expands Services to Address Growing Demand for Immigration and Business Solutions in Singapore
August 28, 2025
Via
Newsfile
Topics
Immigration
Exposures
Immigration
New Novel Reveals Immigrant Story of Endurance and Sacrifice
August 28, 2025
Via
Binary News Network
Topics
Immigration
Exposures
Immigration
Attorney-Owned Law Firm Marketing Agency, Legal Leads Group, Redefines Case Lead Generation for Law Firms Nationwide
August 28, 2025
Via
Get News
Topics
Immigration
Exposures
Immigration
Attorney-Owned Law Firm Marketing Agency, Legal Leads Group, Redefines Case Lead Generation for Law Firms Nationwide
August 28, 2025
Via
Press Release Distribution Service
Topics
Immigration
Exposures
Immigration
HealthBridge Pathways Launches Platform to Fast Track International Nursing Careers
August 27, 2025
Via
Press Release Distribution Service
Topics
Immigration
Exposures
Immigration
Sanad Business Solution: Redefining HR Outsourcing in Kuwait and the UAE
August 27, 2025
Via
Press Release Distribution Service
Topics
Immigration
Exposures
Immigration
Avoiding Mistakes When Requesting Notarized Translation Services: A Practical Guide
August 27, 2025
Via
GlobePRwire
Topics
Immigration
Intellectual Property
Exposures
Immigration
Intellectual Property
Global Immigration Partners Announces Major EB-5 Green Card Update: New Visa Bulletin and Legal Clarifications Bring Encouraging News for Investors
August 26, 2025
Via
Press Release Distribution Service
Topics
Immigration
Tickers
V
Exposures
Immigration
This Enterprise Artificial Intelligence (AI) Stock Just Landed a Game-Changing Government Deal
August 26, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Immigration
Tickers
PLTR
Exposures
Artificial Intelligence
Immigration
Raise the Bar Spotlights Attorney David Nachman: Small Firm, Big Thinking in Immigration Law
August 26, 2025
Via
Law Firm Newswire
Topics
Immigration
Exposures
Immigration
Atlanta Immigration Attorney Recognized as Top H-1B Visa Lawyer for 2025
August 26, 2025
Via
Press Release Distribution Service
Topics
Immigration
Tickers
V
Exposures
Immigration
ImmiAssist Uses Certified Local Visa And Migration Agents To Help Tourists And Business Travelers Get Authorization Faster
August 26, 2025
Via
Press Release Distribution Service
Topics
Immigration
Tickers
V
Exposures
Immigration
Michael Dooley of Dooley Noted Named 2025 “Best Personal Injury Lawyers” in Waco by Expertise.com
August 25, 2025
Via
Press Release Distribution Service
Topics
Immigration
Exposures
Immigration
Miami Translation Services Expands Certified Translation Solutions for Immigration, Legal, and Academic Sectors
August 25, 2025
Via
AB Newswire
Topics
Immigration
Exposures
Immigration
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
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.