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
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
...
8
9
10
11
12
13
14
15
16
...
99
100
Next >
Turning Weakness into Strength: The Comeback of China’s Needle Coke
May 23, 2026
Via
AB Newswire
Topics
Intellectual Property
Exposures
Intellectual Property
Geely Auto Becomes the Only Automaker to Demonstrate Beyond-Compliance Crash Test in Europe
May 23, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Intellectual Property
Exposures
Artificial Intelligence
Intellectual Property
Adherex Technologies’ PEDMARK Push Targets Larger AYA Market After Record Quarter
↗
May 23, 2026
Via
MarketBeat
Topics
Intellectual Property
Tickers
FENC
Exposures
Intellectual Property
The 1 Tech Stock I Keep Adding To on Red Days -- and Why I'll Do It Again
↗
May 22, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Intellectual Property
Tickers
NLST
SSNLF
Exposures
Artificial Intelligence
Intellectual Property
Research on Huaqiangbei “Shanzhai Phones” (Part II) – Song Shiqiang, Slkor
May 22, 2026
Via
Get News
Topics
Bankruptcy
Intellectual Property
Exposures
Financial
Intellectual Property
Legal
The Most Important Healthcare Stock You're Not Watching
↗
May 22, 2026
Via
The Motley Fool
Topics
Intellectual Property
Tickers
PFE
Exposures
Intellectual Property
Why Wall Street Thinks This Dividend Stock Could Jump 30%
May 22, 2026
Via
Barchart.com
Topics
Intellectual Property
Exposures
Intellectual Property
How to Find a Reliable Manufacturer for High Precision Custom Worm Gears in China
May 22, 2026
Via
AB Newswire
Topics
Intellectual Property
Supply Chain
Exposures
Intellectual Property
Supply Chain
Blacks Network Prepares to Launch $1 Million Wefunder Campaign to Build the Global Streaming Home for Black Music, Afrocentric Films Production, and Culture
May 22, 2026
Via
GlobePRwire
Topics
Intellectual Property
Tickers
AMZN
Exposures
Intellectual Property
Opinion: AbbVie Is the Best Dividend King to Buy in an Increasingly Uncertain Market
↗
May 22, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Intellectual Property
Tickers
ABBV
ABT
GRC
HRL
WMT
Exposures
Artificial Intelligence
Intellectual Property
Cannabis Plant Could Power Your Car AND Transform Modern Medicine: Scientists Propose Revolutionary Dual-Use Platform
May 22, 2026
Via
24-7 Press Release
Topics
Cannabis
Climate Change
Intellectual Property
Exposures
Cannabis
Climate
Intellectual Property
Consumer Discretionary - Media Stocks Q1 Earnings Review: Warner Music Group (NASDAQ:WMG) Shines
May 21, 2026
Via
StockStory
Topics
Intellectual Property
Tickers
WM
WMG
Exposures
Intellectual Property
Via Licensing Alliance Expands Voice Codec Program with New Licensee, New Licensors, Publishes Comprehensive Pool Rate Structure
May 21, 2026
Via
MediaOutReach
Topics
Intellectual Property
Exposures
Intellectual Property
Forbes China Unveils the 2026 AI TOP 50: These Companies Powering a Productivity Revolution
May 21, 2026
Via
Newsfile
Topics
Artificial Intelligence
Intellectual Property
Exposures
Artificial Intelligence
Intellectual Property
Why a $5 Million New Position Signals Confidence in This Epilepsy Drug Pipeline
↗
May 21, 2026
Via
The Motley Fool
Topics
Intellectual Property
Regulatory Compliance
Tickers
ADMA
CLLS
DRUG
PALI
PRAX
ZLAB
Exposures
Intellectual Property
Legal
Regulatory
DFLI Q4 2025 Earnings Transcript
↗
May 21, 2026
Via
The Motley Fool
Topics
Intellectual Property
Tickers
DFLI
Exposures
Intellectual Property
Here's Why USA Rare Earth Shares Popped Higher Today
↗
May 21, 2026
Via
The Motley Fool
Topics
Economy
Government
Intellectual Property
Tickers
MP
USAR
Exposures
Intellectual Property
Political
Supply Chain
MindBio Therapeutics Corp. (CSE: MBIO) (OTCQB: MBQIF) Expands AI Voice Platform with Fatigue Detection Module
May 21, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Intellectual Property
Tickers
CSE:MBIO
MBQIF
Exposures
Artificial Intelligence
Intellectual Property
InvestorNewsBreaks – American Fusion Inc. (OTC: AMFN) Files First Quarterly Report Following Kepler Transaction
May 21, 2026
Via
Investor Brand Network
Topics
Intellectual Property
Tickers
AMFN
Exposures
Intellectual Property
Quantum Cyber Targets GPS Jamming With New Autonomous Defense Patent
↗
May 21, 2026
Via
Benzinga
Topics
Intellectual Property
Exposures
Intellectual Property
The Most Undervalued Healthcare Stock in the S&P 500 Right Now
↗
May 21, 2026
Via
The Motley Fool
Topics
Intellectual Property
Stocks
Tickers
BMY
PFE
Exposures
Intellectual Property
US Equities
Best Weight Loss Drug Stocks to Buy in 2026
↗
May 20, 2026
Via
The Motley Fool
Topics
Intellectual Property
Tickers
LLY
NVO
VKTX
Exposures
Intellectual Property
Q1 Rundown: Elanco (NYSE:ELAN) Vs Other Pharmaceuticals Stocks
May 20, 2026
Via
StockStory
Topics
Artificial Intelligence
Intellectual Property
Tickers
ELAN
LLY
Exposures
Artificial Intelligence
Intellectual Property
Arm Surges on New $300 Price Target: ARM Stock Is at the ‘Center of the Renaissance’ in CPUs
May 20, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Intellectual Property
Tickers
ARM
MSFT
Exposures
Artificial Intelligence
Intellectual Property
Beam Therapeutics Eyes Sickle Cell BLA as Alpha-1 Gene-Editing Program Advances
↗
May 20, 2026
Via
MarketBeat
Topics
Intellectual Property
Tickers
BEAM
RY
TSX:RY
Exposures
Intellectual Property
Product Safety
ANSR Champions Strategic Cost Avoidance Over Labor Arbitrage for Mature GCCs
May 20, 2026
Via
Press Advantage
Topics
Intellectual Property
Exposures
Intellectual Property
My Top 3 Biotech Stocks for May 2026
↗
May 20, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Intellectual Property
Tickers
NRXP
SDGR
SRPT
Exposures
Artificial Intelligence
Intellectual Property
Product Safety
Quantum Cyber Stock Surges After Announcement Of Autonomous Defense Technology Patent Application
↗
May 20, 2026
Via
Benzinga
Topics
Intellectual Property
Exposures
Intellectual Property
AINewsBreaks – SoundHound AI, Inc. (NASDAQ: SOUN) Reports 52% Revenue Growth in First Quarter, Advances Agentic AI Strategy
May 20, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Intellectual Property
Tickers
SOUN
Exposures
Artificial Intelligence
Intellectual Property
AINewsBreaks – Datavault AI Inc. (NASDAQ: DVLT) Forms DelivMeds AI Venture Through Wellgistics Partnership and Strategic Acquisitions
May 20, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Intellectual Property
Tickers
DVLT
WGRX
Exposures
Artificial Intelligence
Intellectual Property
< Previous
1
2
...
8
9
10
11
12
13
14
15
16
...
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.