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
...
85
86
Next >
Planet VPN Launches Free Windows App to Protect Users on Public Wi-Fi with Military-Grade Encryption
July 30, 2025
Via
AB Newswire
Topics
Hacking
Exposures
Information Security
How Much Will a $10,000 Investment in Bitcoin Be Worth in 10 Years? Here Are 3 Possible Answers.
↗
July 30, 2025
Via
The Motley Fool
Topics
Economy
Hacking
Exposures
Information Security
Interest Rates
Palo Alto Eyes CyberArk In $20 Billion Deal That Would Shake Up Cybersecurity Market
↗
July 29, 2025
Via
Investor's Business Daily
Topics
Artificial Intelligence
Economy
Government
Tickers
CYBR
PANW
SAIL
Exposures
Artificial Intelligence
Information Security
Interest Rates
Coinbase Reportedly Eyes Buyout Of India’s CoinDCX On The Cheap Weeks After $44M Hack: Will It Tilt Retail Bears?
↗
July 29, 2025
Via
Stocktwits
Topics
Hacking
Tickers
BTC
COIN
FIS
Exposures
Information Security
Hong Kong Investigates LVMH Over Data Breach Targeting Citizens' Data
↗
July 21, 2025
Via
Stocktwits
Topics
Data Breach
Tickers
LVMHF
Exposures
Information Security
1 Unpopular Stock That Should Get More Attention and 2 We Ignore
July 29, 2025
Via
StockStory
Topics
Malware
Tickers
FFIN
HLF
PANW
Exposures
Information Security
Seizing the rising dividends of Ethereum, holders can achieve a daily income of $6,700 through PAXMINING
July 26, 2025
Via
Press Release Distribution Service
Topics
ETFs
Hacking
Exposures
Information Security
CrowdStrike Scores Big With Gartner, But Valuation Is Stretched
↗
July 25, 2025
Via
MarketBeat
Topics
Artificial Intelligence
Malware
Tickers
CRWD
PANW
Exposures
Artificial Intelligence
Information Security
The New Face of Crypto Fraud is You: How Community Can Defraud Itself
July 24, 2025
Via
24-7 Press Release
Topics
Economy
Fraud
Hacking
Exposures
Economy
Information Security
Legal
Microsoft Breach Widens Sixfold In Days—NIH, South Africa's Treasury Among 400 Hit: Chinese State Hackers Reportedly To Blame
↗
July 23, 2025
Via
Benzinga
Topics
Hacking
Tickers
MSFT
Exposures
Information Security
Microsoft Warns Of Active Exploits Targeting SharePoint Vulnerabilities
↗
July 23, 2025
Via
Benzinga
Topics
Hacking
Tickers
MSFT
Exposures
Information Security
Clorox Claims Cognizant Handed Credentials To Hacker, Ignored Security Protocols
↗
July 23, 2025
Via
Benzinga
Topics
Hacking
Tickers
CLX
CTSH
Exposures
Information Security
XRP Mining Launches Mobile-First Cloud Platform, Turning Smartphones into Profit-Generating Engines
July 23, 2025
Via
24-7 Press Release
Topics
Economy
Malware
Exposures
Economy
Information Security
Adam Schiff Says Your IRS Data May Have Been Breached — And Not By A Hacker, But Donald Trump: 'Consider This Your Warning'
↗
July 23, 2025
Via
Benzinga
Topics
Government
Hacking
Exposures
Information Security
Political
US Nuclear Weapons Agency Reportedly Hit In Microsoft ‘Zero-Day’ Breach — DOE Says Impact Was Minimal
↗
July 22, 2025
Via
Stocktwits
Topics
Hacking
Tickers
IYW
MSFT
VTI
Exposures
Information Security
Is CrowdStrike a Buy a Year After the Big IT Outage?
↗
July 22, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Malware
Tickers
CRWD
Exposures
Artificial Intelligence
Information Security
Why Peptide Hackers BPC-157 Is Superior to Pet Matrx for Research Use in Dogs
July 21, 2025
Via
AB Newswire
Topics
Hacking
Exposures
Information Security
ClearCred Launches Waitlist for App That Turns Credit Cards Into Debit Cards
July 21, 2025
Via
AB Newswire
Topics
Credit Cards
Hacking
Exposures
Information Security
Interest Rates
iTrustCapital's Premium Custody Account: A More Secure Way to Buy, Sell and Hold Cryptocurrency
July 18, 2025
Via
NewMediaWire
Topics
Hacking
Malware
Tickers
COIN
USB
Exposures
Information Security
iTrustCapital's Premium Custody Account: A More Secure Way to Buy, Sell and Hold Cryptocurrency
July 18, 2025
Via
TheNewswire.com
Topics
Hacking
Malware
Tickers
COIN
USB
Exposures
Information Security
EC-Council CEH Certification: Building Stronger Security Administrators for the Cyber Frontlines
July 17, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Hacking
Exposures
Artificial Intelligence
Information Security
EC‑Council Launches Next-Gen Certified Ethical Hacker (CEH) Program to Fortify Cyber Defense
July 17, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Hacking
Malware
Exposures
Artificial Intelligence
Information Security
Peptide Hackers Launches Pure Research Grade BPC-157, Raising the Bar for Peptide Quality in Animal Injury Recovery Research
July 17, 2025
Via
AB Newswire
Topics
Hacking
Supply Chain
Exposures
Information Security
Supply Chain
Meta Shareholders Sue Mark Zuckerberg, Peter Thiel For $8 Billion Over Privacy Violations Linked To Cambridge Analytica Scandal
↗
July 16, 2025
Via
Benzinga
Topics
Data Breach
Lawsuit
Tickers
BA
META
NFLX
TSLA
Exposures
Financial
Information Security
Legal
Taiwan's Chip Industry Comes Under Attack By China-Linked Hackers As Trump Administration Tightens Export Controls: Report
↗
July 16, 2025
Via
Benzinga
Topics
Government
Hacking
Tickers
NVDA
TSM
UMC
Exposures
Information Security
Political
How Cloudflare CEO Prince Turned Company Into Internet's 'Swiss Army Knife'
↗
July 16, 2025
Via
Investor's Business Daily
Topics
Artificial Intelligence
Hacking
Tickers
AKAM
AMZN
FSLY
NET
NVDA
ZS
Exposures
Artificial Intelligence
Information Security
Fortinet Stock Shows Rising Market Leadership: Earns 84 Relative Strength Rating
↗
July 15, 2025
Via
Investor's Business Daily
Topics
Hacking
Initial Public Offering
Tickers
CRWD
FTNT
Exposures
Information Security
Securities Market
Shawn Younai: The Multi-Millionaire Entrepreneur Who’s Turned Peptide Hackers into LA’s Premier Destination for Research-Use Peptides
July 14, 2025
Via
AB Newswire
Topics
Hacking
Supply Chain
Exposures
Information Security
Supply Chain
Louis Vuitton UK Reports Cyberattack Resulting in Customer Data Theft: Report
↗
July 11, 2025
Via
Stocktwits
Topics
Fraud
Hacking
Tickers
LVMHF
VSCO
Exposures
Information Security
Legal
IRI Expands FieldShield Capabilities for Structured Data Discovery and Masking
July 10, 2025
Via
Press Release Distribution Service
Topics
Data Breach
Tickers
AMZN
Exposures
Information Security
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
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.