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 >
Esther Formula Announces U.S. Debut of K-Wellness Liposomal Glutathione Strips
April 08, 2026
Via
Press Release Distribution Service
Topics
Intellectual Property
Exposures
Intellectual Property
Is This Healthcare Stock a Millionaire Maker?
↗
April 08, 2026
Via
The Motley Fool
Topics
Initial Public Offering
Intellectual Property
Tickers
AXSM
Exposures
Intellectual Property
Securities Market
Tesla’s Autonomy Leap: Unsupervised FSD Pilots Authorized for London and Berlin
April 08, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Intellectual Property
Supply Chain
Tickers
GOOGL
MBGYY
MBLY
TSLA
UBER
VLKAF
Exposures
Artificial Intelligence
Intellectual Property
Supply Chain
New Rear Glare Solution Introduced: Pete & Kat's RearView SunShield Targets a Common Driving Problem
April 08, 2026
Via
PRLog
Topics
Intellectual Property
Exposures
Intellectual Property
Intel’s 18A Gamble Pays Off: The Multi-Billion Dollar AWS Deal and the Resurgence of American Silicon
April 08, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AMD
AMZN
GOOGL
INTC
META
MSFT
Exposures
Artificial Intelligence
Intellectual Property
Supply Chain
Gaming Patent Intelligence Platform Tracks 682 Patents Across 212 Companies, Reveals Industry Innovation 18-36 Months Early
April 08, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Intellectual Property
Tickers
MSFT
NVDA
SONY
TCEHY
Exposures
Artificial Intelligence
Intellectual Property
124 Gaming Patents Granted in Q1 2026: Sony Receives 27 as Industry Automates Player Friction Away
April 08, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Intellectual Property
Tickers
AMZN
SONY
Exposures
Artificial Intelligence
Intellectual Property
209 Gaming Patents Filed in Q1 2026: Cross-Platform Dominates as Sony, Nintendo, and Tencent Lead Innovation
April 08, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Intellectual Property
Tickers
AMD
MSFT
SONY
TCEHY
Exposures
Artificial Intelligence
Intellectual Property
Breaking the Walled Garden: FTC Mandates "AI Interoperability" for Tech Giants
April 08, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AMZN
GOOGL
META
MSFT
ORCL
Exposures
Artificial Intelligence
Intellectual Property
Supply Chain
Summit Maluan Mountain in the Year of the Horse – Together, Forward, Fearless – Kinghelm & Slkor 2026 Spring Team Building
April 08, 2026
Via
AB Newswire
Topics
Intellectual Property
Exposures
Intellectual Property
BlackBerry (BB) Q4 2025 Earnings Call Transcript
↗
April 08, 2026
Via
The Motley Fool
Topics
Earnings
Intellectual Property
Tickers
BB
Exposures
Financial
Intellectual Property
AICT Wins Gold Medal at Geneva International Exhibition of Inventions, Fortifying the Lifeline of Physical AI Applications with Data Security
April 08, 2026
Via
Get News
Topics
Artificial Intelligence
Intellectual Property
Exposures
Artificial Intelligence
Intellectual Property
Why Terns Pharmaceuticals Stock Rocked the Market in March
↗
April 08, 2026
Via
The Motley Fool
Topics
Intellectual Property
Tickers
MRK
TERN
TFC
Exposures
Intellectual Property
$1 Stocks to Watch Now: OMEX, TOON, UCAR, VSME Gain Parabolic Momentum Across Key Sectors
April 08, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
ASX:RIO
OMEX
TOON
UCAR
VSME
Exposures
Artificial Intelligence
Intellectual Property
Supply Chain
AINewsBreaks – Oncotelic Therapeutics, Inc. (OTCQB: OTLC) Featured in AINewsWire Editorial on AI-Driven Pharma Compliance
April 08, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Intellectual Property
Tickers
OTLC
Exposures
Artificial Intelligence
Intellectual Property
EnergyNewsBreaks – Frontieras North America Highlights Antifragile Energy Strategy as Global Markets Face Historic Disruption
April 08, 2026
Via
Investor Brand Network
Topics
Energy
Intellectual Property
Exposures
Climate
Coal
Fossil Fuels
Royalty Management Holding Corporation Reports 2025 Audited Financial Results, Including an Increase in Year-Over-Year Revenues, Interest Income, and Investment Income of 431%
April 08, 2026
Via
NewMediaWire
Topics
Intellectual Property
Tickers
RMCO
Exposures
Intellectual Property
Royalty Management Holding Corporation Reports 2025 Audited Financial Results, Including an Increase in Year-Over-Year Revenues, Interest Income, and Investment Income of 431%
April 08, 2026
Via
TheNewswire.com
Topics
Intellectual Property
Tickers
RMCO
Exposures
Intellectual Property
KRUS Q1 Deep Dive: Same-Store Sales Growth, New Units, and Margin Discipline Define Quarter
April 08, 2026
Via
StockStory
Topics
Economy
Intellectual Property
World Trade
Tickers
KRUS
Exposures
Intellectual Property
Interest Rates
Tariff
Gas and Liquid Handling Stocks Q4 Results: Benchmarking Standex (NYSE:SXI)
April 07, 2026
Via
StockStory
Topics
Intellectual Property
Tickers
SXI
Exposures
Intellectual Property
Branded Pharmaceuticals Stocks Q4 Teardown: Royalty Pharma (NASDAQ:RPRX) Vs The Rest
April 07, 2026
Via
StockStory
Topics
Artificial Intelligence
Intellectual Property
Tickers
LLY
RPRX
Exposures
Artificial Intelligence
Intellectual Property
This Pharma Dividend Has Been Raised Every Single Year for Over a Decade
↗
April 07, 2026
Via
The Motley Fool
Topics
Intellectual Property
Tickers
ABBV
ABT
Exposures
Intellectual Property
Broadcom's Custom Silicon Strategy Propels Shares 6% as Alphabet and Anthropic Lock in Multi-Year AI Deals
April 07, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AVGO
GOOGL
META
NVDA
Exposures
Artificial Intelligence
Economy
Intellectual Property
Arm Holdings Downgraded on AI CPU Roadmap Costs and Growth Fears
April 07, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AAPL
AMD
ARM
IBM
INTC
META
Exposures
Artificial Intelligence
Coal
Intellectual Property
IBM Secures Major Federal AI Foothold as watsonx Portfolio Gains FedRAMP Authorization
April 07, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Intellectual Property
Tickers
AMZN
IBM
META
MSFT
PLTR
Exposures
Artificial Intelligence
Intellectual Property
Pershing Square Bids $64 Billion for Universal Music Group NYSE Listing
April 07, 2026
Via
MarketMinute
Topics
Intellectual Property
Regulatory Compliance
Tickers
DIS
SPOT
Exposures
Intellectual Property
Legal
Regulatory
Earnings Preview: Big Banks Shift to 'Fee Machine' as M&A Rebounds
April 07, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
C
JPM
WFC
Exposures
Artificial Intelligence
Economy
Intellectual Property
Ontario-Based DNAstack Leads Sovereign AI for Genomics and Health with Goal of Making Canadians Healthier and Reducing Strain on our Healthcare System
April 07, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Intellectual Property
Tickers
PACB
Exposures
Artificial Intelligence
Intellectual Property
Penny Stock Xiao-I Is Surging on Apple Patent Win. Should You Buy Little-Known AIXI Now?
April 07, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Intellectual Property
Lawsuit
Tickers
AAPL
Exposures
Artificial Intelligence
Financial
Intellectual Property
Why Pfizer Stock Tumbled on Tuesday
↗
April 07, 2026
Via
The Motley Fool
Topics
Intellectual Property
Tickers
PFE
RY
TSX:RY
Exposures
COVID-19
Intellectual Property
< 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.