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
...
85
86
Next >
Ledger Nano X: Crypto Multi-Currency Wallet Management Device Stock Announced
September 09, 2025
Via
Press Release Distribution Service
Topics
Hacking
Exposures
Information Security
Trading Radar For September 9: Infosys, Hero Moto, Voltamp, HUDCO, RailTel Corp Are On Investors’ Watchlist
↗
September 08, 2025
Via
Stocktwits
Topics
Malware
Tickers
INFY
MS
STAR
Exposures
Information Security
The Privacy Imperative: Zero-Knowledge Proofs (ZKPs) Usher in a New Era for Blockchain and Finance
September 08, 2025
Via
MarketMinute
Topics
Data Breach
Economy
Tickers
BABA
COIN
IBM
JPM
MA
TCEHY
Exposures
Economy
Information Security
Supply Chain
Employees learn to spot phishing with new Swiping Game
September 03, 2025
Via
PRLog
Topics
Hacking
Exposures
Information Security
Salesforce Hackers Reportedly Target Farmers Insurance In Data Breach Affecting Over 1M Customers
↗
August 26, 2025
Via
Stocktwits
Topics
Data Breach
Hacking
Tickers
CLOU
CRM
DIA
Exposures
Information Security
Revolutionary Daily Newsletter Transforms How Small Businesses Access Million-Dollar Marketing Strategies for Free
September 08, 2025
Via
AB Newswire
Topics
Hacking
Exposures
Information Security
Why Lovesac (LOVE) Shares Are Trading Lower Today
September 08, 2025
Via
StockStory
Topics
Data Breach
Economy
Government
Tickers
LOVE
MSFT
Exposures
Information Security
Interest Rates
Legal
TransUnion (TRU) Stock Trades Up, Here Is Why
September 08, 2025
Via
StockStory
Topics
Data Breach
Tickers
TRU
Exposures
Information Security
6 Under-the-Radar Cryptocurrencies With Incredible Growth Potential
↗
September 07, 2025
Via
The Motley Fool
Topics
Hacking
Tickers
DELL
GOOG
IBM
JPM
MA
Exposures
Information Security
How to prevent account takeover?
September 05, 2025
Via
GlobePRwire
Topics
Credit Cards
Fraud
Malware
Exposures
Information Security
Interest Rates
Legal
1 Growth Stock Down 25% to Buy Hand Over Fist, According to Wall Street
↗
September 05, 2025
Via
The Motley Fool
Topics
Hacking
Tickers
ZS
Exposures
Information Security
LevelUp MSP Launches Specialized Cybersecurity & IT Team for Law Firms Amid Surge in 2025 Cyber Attacks
September 03, 2025
Via
Press Release Distribution Service
Topics
Data Breach
Exposures
Information Security
Analysis Reveals Escalating Cyber Threats Targeting Small to Mid-Sized Businesses
September 03, 2025
Via
24-7 Press Release
Topics
Malware
Exposures
Information Security
Cybersecurity Firm Zscaler Delivers Fiscal Q4 Earnings Beat, Guidance Above Views
↗
September 02, 2025
Via
Investor's Business Daily
Topics
Artificial Intelligence
Earnings
Malware
Tickers
GOOGL
MS
MSFT
PANW
ZS
Exposures
Artificial Intelligence
Financial
Information Security
Palo Alto Investigates Data Theft After Hackers Exploit Stolen OAuth Tokens
↗
September 02, 2025
Via
Benzinga
Topics
Data Breach
Hacking
Tickers
AMZN
CRM
CSCO
GOOGL
PANW
SNOW
Exposures
Information Security
PC Optimization Software With Antivirus, Cleaner & Privacy Protection Launched
September 02, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Hacking
Malware
Exposures
Artificial Intelligence
Information Security
TransUnion (TRU) Stock Trades Down, Here Is Why
September 02, 2025
Via
StockStory
Topics
Data Breach
Economy
Tickers
TRU
Exposures
Information Security
Interest Rates
PCMag Highlights the Importance of VPNs for Protecting Online Privacy Across Home and Public Networks
September 01, 2025
Via
AB Newswire
Topics
Hacking
Malware
Exposures
Information Security
Planet VPN Launches Secure Solution to Keep Personal Data Safe on Public Internet Networks
September 01, 2025
Via
AB Newswire
Topics
Hacking
Exposures
Information Security
Crypto Payment Options For Trezor Hardware Wallets Announced By Device Retailer
September 01, 2025
Via
Press Release Distribution Service
Topics
Credit Cards
Hacking
Tickers
COIN
Exposures
Information Security
Interest Rates
Announce Strategic Partnership to Enhance Access to High-Quality Antibodies
August 28, 2025
Via
AB Newswire
Topics
Hacking
Supply Chain
Exposures
Information Security
Supply Chain
CrowdStrike CEO Says Hackers Are 'Democratizing Destruction At Mass Scale' Using AI: Targets $10 Billion ARR Amid Soaring Demand For Cyber Defense
↗
August 28, 2025
Via
Benzinga
Topics
Artificial Intelligence
Earnings
Hacking
Tickers
CRWD
Exposures
Artificial Intelligence
Financial
Information Security
CrowdStrike Stock Tumbles On Weak Revenue Outlook Amid IT Outage Fallout
↗
August 27, 2025
Via
Investor's Business Daily
Topics
Artificial Intelligence
Malware
Tickers
CRWD
DAL
MSFT
PANW
S
Exposures
Artificial Intelligence
Information Security
Cost of SSL Certificate: Complete Guide to Prices, Factors, and Value
August 27, 2025
Via
Worldnewswire
Topics
Hacking
Exposures
Information Security
SSL Certificate: A Complete Guide to Website Security and Trust
August 27, 2025
Via
Worldnewswire
Topics
Credit Cards
Hacking
Exposures
Information Security
Interest Rates
Secure Certificate: Everything You Need to Know About Website Security
August 27, 2025
Via
Worldnewswire
Topics
Credit Cards
Hacking
Exposures
Information Security
Interest Rates
1 Small-Cap Growth Stock Down 49% to Buy on the Dip
↗
August 27, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Hacking
Tickers
PANW
TENB
Exposures
Artificial Intelligence
Information Security
Okta Earnings, Revenue Top Estimates. Guidance Slightly Above Views.
↗
August 26, 2025
Via
Investor's Business Daily
Topics
Artificial Intelligence
Hacking
Tickers
CYBR
MSFT
OKTA
Exposures
Artificial Intelligence
Information Security
PikaShow Apk Download for Android
August 26, 2025
Via
Worldnewswire
Topics
Malware
Exposures
Information Security
Crypto Recovery Seed Phrase Tutorial For Cryptocurrency Traders: Guide Released
August 26, 2025
Via
Press Release Distribution Service
Topics
Hacking
Exposures
Information Security
< Previous
1
2
3
4
5
6
7
8
9
...
85
86
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.