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
...
8
9
10
11
12
13
14
15
16
...
99
100
Next >
Why Wells Fargo Stock Slumped by Almost 5% on Wednesday
↗
January 14, 2026
Via
The Motley Fool
Topics
Credit Cards
Economy
Tickers
WFC
Exposures
Economy
Interest Rates
Fed’s Paulson Expects US Three-Month Inflation To Reach 2% By The End of 2026
↗
January 14, 2026
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Tickers
DIA
IVZ
QQQ
SPY
Exposures
Interest Rates
Tariff
US Equities
Cattle Fall Back to Close Wednesday
January 14, 2026
Via
Barchart.com
Topics
Economy
Exposures
Fossil Fuels
Interest Rates
Mortgage expert explains why 2026 could be the best time to buy a home
January 14, 2026
Via
Get News
Topics
Economy
Tickers
HSBC
MS
Exposures
Interest Rates
Stock Market Today, Jan. 14: Nvidia Leads Tech Losses as Investors Cool on AI
↗
January 14, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
BAC
MSFT
NVDA
WFC
XOM
Exposures
Artificial Intelligence
Interest Rates
US Equities
The Smartest Dividend Stocks to Buy With $10,000 Right Now
↗
January 14, 2026
Via
The Motley Fool
Topics
Economy
Tickers
ARCC
FYBR
MO
VZ
Exposures
Interest Rates
Wall Street Vs. White House: CEOs Warn Trump's 10% Credit Card Rate Cap Would Freeze Lending
↗
January 14, 2026
Via
Benzinga
Topics
Credit Cards
Government
Exposures
Interest Rates
Political
BlueFinch Advisors Launches Business Command Center to Give Small Businesses Enterprise-Level Insight Without Traditional Costs
January 14, 2026
Via
Get News
Topics
Credit Cards
Exposures
Interest Rates
Stock Indexes Settle Lower on Tech Weakness
January 14, 2026
Via
Barchart.com
Topics
Economy
Government
Stocks
Exposures
Fossil Fuels
Interest Rates
Political
Fed Drama Fuels Gold Rush: ETFs Jump As Wall Street Bets On The Metal Hitting $5,000
↗
January 14, 2026
Via
Benzinga
Topics
ETFs
Economy
Government
Exposures
Interest Rates
Political
Trump's Credit Card Push Has Winners And Losers, Goldman Says
↗
January 14, 2026
Via
Benzinga
Topics
Credit Cards
Government
Tickers
V
Exposures
Interest Rates
Political
12 Top ETFs to Buy in January for Higher Passive Income in 2026 -- Including the Schwab U.S. Dividend Equity ETF (SCHD)
↗
January 14, 2026
Via
The Motley Fool
Topics
ETFs
Economy
Tickers
DGRO
SCHW
VDE
VOO
VT
VYM
Exposures
Interest Rates
Dollar Rebounds on an Upbeat Fed Beige Book
January 14, 2026
Via
Barchart.com
Topics
Economy
Government
Exposures
Economy
Interest Rates
Political
MongoDB, DigitalOcean, Cadence Design Systems, HubSpot, and Workday Shares Are Falling, What You Need To Know
January 14, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
AVGO
CDNS
DOCN
HUBS
MDB
NVDA
Exposures
Artificial Intelligence
Interest Rates
Autodesk and Nutanix Shares Are Falling, What You Need To Know
January 14, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Government
Tickers
ADSK
AVGO
NTNX
NVDA
Exposures
Artificial Intelligence
Interest Rates
Political
Health Catalyst, Veeva Systems, 8x8, Amplitude, and DocuSign Stocks Trade Down, What You Need To Know
January 14, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
AMPL
AVGO
DOCU
EGHT
HCAT
NVDA
Exposures
Artificial Intelligence
Interest Rates
Atlassian, Wix, Pegasystems, Asana, and Elastic Shares Plummet, What You Need To Know
January 14, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
ASAN
AVGO
ESTC
NVDA
PEGA
TEAM
Exposures
Artificial Intelligence
Interest Rates
Bandwidth, Dynatrace, Paylocity, Doximity, and Agilysys Stocks Trade Down, What You Need To Know
January 14, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
AGYS
AVGO
BAND
DOCS
DT
NVDA
Exposures
Artificial Intelligence
Interest Rates
Twilio, Datadog, Box, monday.com, and BlackLine Shares Are Falling, What You Need To Know
January 14, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
AVGO
BL
BOX
DDOG
MNDY
NVDA
Exposures
Artificial Intelligence
Interest Rates
Guidewire Software, American Express Global Business Travel, Appian, Braze, and Fastly Shares Plummet, What You Need To Know
January 14, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
APPN
AVGO
AXP
BRZE
FSLY
GBTG
Exposures
Artificial Intelligence
Interest Rates
AppLovin, Zeta Global, Oracle, Domo, and PubMatic Shares Plummet, What You Need To Know
January 14, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
APP
AVGO
DOMO
NVDA
ORCL
PUBM
Exposures
Artificial Intelligence
Interest Rates
Judicial Reckoning: Supreme Court Prepared to Rule on Executive Tariff Authority as Trade Sectors Brace for Impact
January 14, 2026
Via
MarketMinute
Topics
Economy
Government
Lawsuit
Tickers
AMZN
CAT
COST
CVX
F
GM
Exposures
Economy
Financial
Interest Rates
The Neutral Rate Horizon: Federal Reserve Navigates a Fragile Equilibrium as 2026 Begins
January 14, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
BAC
BCS
DHI
GS
JPM
MSFT
Exposures
Artificial Intelligence
Economy
Interest Rates
The Great Rotation of 2026: Investors Pivot to Mid-Caps and Cyclicals as the 'Magnificent Seven' Era Fractures
January 14, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AAPL
CAT
DCI
ILPT
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
Goldman’s $920 Breakthrough: Wall Street Giant Hits All-Time Highs Amid M&A Renaissance
January 14, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Initial Public Offering
Tickers
AAPL
APO
BCS
GS
JPM
MS
Exposures
Artificial Intelligence
Interest Rates
Securities Market
Wall Street’s Divergent Resilience: Financials Defy Broader S&P 500 Earnings Slump
January 14, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
BAC
C
CFG
COF
GS
JPM
Exposures
Artificial Intelligence
Economy
Interest Rates
The Yield Anchor: 10-Year Treasury Stabilizes at 4.15%, Fueling Early 2026 Equity Surge
January 14, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
BAESY
BLK
GS
JPM
MS
Exposures
Artificial Intelligence
Debt Markets
Economy
The 5.1% Surprise: Atlanta Fed's GDPNow Signals a "Supercharged" Economy to Close 2025
January 14, 2026
Via
MarketMinute
Topics
Economy
Tickers
AAPL
CAT
JPM
MSFT
NVDA
Exposures
Economy
Interest Rates
Why Bank of America (BAC) Shares Are Trading Lower Today
January 14, 2026
Via
StockStory
Topics
Credit Cards
Tickers
BAC
USB
Exposures
Interest Rates
Markets Tumble as Sticky Wholesale Inflation and Robust Retail Sales Fuel Rate Anxiety
January 14, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AAPL
BAC
GOOGL
JPM
MA
NVDA
Exposures
Artificial Intelligence
Economy
Fossil Fuels
< 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.