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
...
9
10
11
12
13
14
15
16
17
...
99
100
Next >
Adam Schiff Slams Trump, Says Americans Paid $60 Billion More For Gas During Iran War: 'Everything Is Going Up, Up, Up'
↗
June 21, 2026
Via
Benzinga
Topics
Economy
Government
Exposures
Interest Rates
Political
Forget Your 401(k) Balance. Here's the Number That Really Matters.
↗
June 20, 2026
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
FedEx Reports Earnings Tuesday. Is the Delivery Giant a Buy?
↗
June 20, 2026
Via
The Motley Fool
Topics
Earnings
Economy
Tickers
AMZN
FDX
FDXF
Exposures
Economy
Financial
Interest Rates
Here's How Many Shares of Home Depot You'd Need to Generate $10,000 in Yearly Dividends
↗
June 20, 2026
Via
The Motley Fool
Topics
Economy
Tickers
HD
Exposures
Interest Rates
Gold Is on the Rise Again. 2 Mining Stocks to Buy Now.
↗
June 20, 2026
Via
The Motley Fool
Topics
Economy
Government
Tickers
AEM
AGI
Exposures
Interest Rates
Political
Is $500,000 Enough to Retire at 67?
↗
June 20, 2026
Via
The Motley Fool
Topics
Credit Cards
Retirement
Exposures
Interest Rates
Pension
Gold-IRA.info Releases Updated Guide to the Best Gold IRA Companies for Retirement Investors
June 20, 2026
Via
AB Newswire
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
BestGoldIRACompanies.gold Launches Investor Awareness Initiative on Comparing Gold IRA Companies
June 20, 2026
Via
AB Newswire
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
BestGoldBackedIRA.net Launches Investor Education Campaign to Help Consumers Compare Gold IRA Companies
June 20, 2026
Via
AB Newswire
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Social Security Is Getting a 2027 COLA, but Your Checks Might Stay the Same. Here's Why.
↗
June 20, 2026
Via
The Motley Fool
Topics
Economy
Exposures
Interest Rates
A Surprising Retirement Withdrawal Strategy Could Leave You With More Money Later
↗
June 20, 2026
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
3 Tech ETFs That Could Bounce Back After the AI Selloff
↗
June 20, 2026
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AAPL
DOCN
FINX
FISV
GPN
IGM
Exposures
Artificial Intelligence
Interest Rates
The Fed's Latest Inflation Outlook Offers Wall Street Its First Relief in Months
↗
June 20, 2026
Via
The Motley Fool
Topics
Economy
Exposures
Economy
Interest Rates
Gold Bear Market: Time to Buy This Top Gold Stock/ETF
↗
June 20, 2026
Via
The Motley Fool
Topics
ETFs
Economy
Tickers
GDX
GLD
Exposures
Interest Rates
Better Payments Stock for the Long Haul: American Express or Visa?
↗
June 20, 2026
Via
The Motley Fool
Topics
Credit Cards
Tickers
AXP
V
Exposures
Interest Rates
SPDR vs. iShares: Which REIT ETF Comes Out on Top?
↗
June 20, 2026
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
Tickers
REET
RWR
Exposures
Interest Rates
US Equities
Former Fed Chair Warns of Major Risk That Could Derail This Bull Market
↗
June 20, 2026
Via
The Motley Fool
Topics
Economy
Government
Exposures
COVID-19
Economy
Interest Rates
MarketBeat Week in Review – 06/15 - 06/19
↗
June 20, 2026
Via
MarketBeat
Topics
Economy
Tickers
AAPL
AEO
AMZN
BFH
CRDO
CRML
Exposures
Interest Rates
Social Security's 2027 COLA Is on Track to Be Historic Due to Trumpflation -- but There's a Steep Price to Pay for a Larger Benefit
↗
June 20, 2026
Via
The Motley Fool
Topics
Economy
Energy
Government
Exposures
Economy
Fossil Fuels
Interest Rates
The Market Has Punished This Consumer Stock -- Is That Your Buying Opportunity?
↗
June 20, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Economy
Tickers
CMG
SBUX
Exposures
Artificial Intelligence
Financial
Interest Rates
Where to Put $1,000 When the Market Is This Uncertain
↗
June 20, 2026
Via
The Motley Fool
Topics
Economy
World Trade
Tickers
ARM
CHD
JNJ
KDP
KMB
KVUE
Exposures
Interest Rates
Tariff
2-in-1 Car Wash and Tire Inflation, Lightweight and Portable, Solving Car Owner Pain Points
June 19, 2026
Via
AB Newswire
Topics
Economy
Exposures
Interest Rates
1 Top AI Stock to Buy and Hold for the Next Decade
↗
June 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMZN
ARM
Exposures
Artificial Intelligence
Financial
Interest Rates
Robert F Newkirk Jr Unveils The Personal Finance Choice for Teens and Young Adults A Groundbreaking Guide to Financial Independence
June 19, 2026
Via
Get News
Topics
Credit Cards
Tickers
GE
Exposures
Interest Rates
This 4.3% Dividend Stock Delivers a Payout Each and Every Month
↗
June 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Cannabis
Economy
Tickers
TSX:SIA
Exposures
Artificial Intelligence
Cannabis
Interest Rates
3 Simple ETFs to Buy With $1,000 and Hold for a Lifetime
↗
June 19, 2026
Via
The Motley Fool
Topics
ETFs
Economy
Tickers
AVUV
IVZ
QQQ
QQQM
VTI
Exposures
Interest Rates
2 TSX Stocks Priced Under $100 With Serious Upside Potential
↗
June 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Cannabis
Economy
Exposures
Artificial Intelligence
Cannabis
Interest Rates
Should You Add Ethereum to Your Portfolio Right Now?
↗
June 19, 2026
Via
The Motley Fool
Topics
Economy
Exposures
Interest Rates
The 2026 B2B Sourcing Guide for Veterinary Equipment and Livestock Supplies from China
June 19, 2026
Via
AB Newswire
Topics
Economy
Supply Chain
Exposures
Interest Rates
Supply Chain
The 2027 Social Security COLA Announcement Is Just 4 Months Away. Here's Where Things Stand.
↗
June 19, 2026
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
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.