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
...
11
12
13
14
15
16
17
18
19
...
99
100
Next >
Economy Stalls, Inflation Picks Up-What's Next
↗
February 20, 2026
Via
Talk Markets
Topics
Economy
Exposures
Economy
Interest Rates
1 Financial Services Stock That Could Turn $1,000 Per Month Into $1 Million
↗
February 20, 2026
Via
The Motley Fool
Topics
Credit Cards
Tickers
SOFI
Exposures
Interest Rates
This Week's Market Wrap: AI-Led Volatility, Inflation, And Late-Cycle Risk Signals
↗
February 20, 2026
Via
Talk Markets
Topics
Economy
Exposures
Interest Rates
The Legal Implications for Retailers Following the Supreme Court's $170 Billion Tariff Ruling
February 20, 2026
Via
MarketMinute
Topics
Economy
Government
Lawsuit
Tickers
AA
BWA
COST
TM
X
Exposures
Economy
Financial
Interest Rates
Six Reasons Fed Rate Hike Headlines Don’t Match The Data
↗
February 20, 2026
Via
Talk Markets
Topics
Economy
Exposures
Interest Rates
Market Schism: Energy and Tech Surge as Interest Rate "Pause" Batters Defensive Sectors
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AMT
ASX:TWR
CVX
MSFT
NEE
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
Exclusive: Opendoor CEO Reveals Company’s Own Mortgage Product Is In Beta Phase, Criticizes Fed On Interest Rates
↗
February 20, 2026
Via
Stocktwits
Topics
Earnings
Economy
Tickers
AVUV
DFAS
OPEN
VBK
VNQ
Exposures
Economy
Financial
Interest Rates
Comfort Systems USA Shares Hit Record Highs as ‘Industrial Supercycle’ Ignites Infrastructure Demand
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
CARR
EME
FIX
PWR
SHEL
STRL
Exposures
Artificial Intelligence
Economy
Financial
THE $5,000 OUNCE: Gold Shatters Records as Geopolitical Storm Clouds Gather
February 20, 2026
Via
MarketMinute
Topics
Bonds
Economy
World Trade
Tickers
ABX
AEM
FNV
GOLD
JPM
NEM
Exposures
Debt Markets
Economy
Interest Rates
The Warsh Doctrine: Trump’s Fed Pick Triggers a Seismic Shift in Global Markets
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
BLK
DJT
GS
JPM
MS
MSFT
Exposures
Artificial Intelligence
Economy
Interest Rates
Microsoft Valuation Hits Decade-Low: Citigroup Issues Rare "Buy" Alert Amid AI Volatility
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
Tickers
AAPL
AMZN
C
GOOGL
MSFT
Exposures
Artificial Intelligence
Economy
Interest Rates
Energy Markets on Edge: Crude Breaks $66 as U.S.-Iran Confrontation Looms
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
CVX
DAL
F
FDX
HAL
OXY
Exposures
Artificial Intelligence
Economy
Fossil Fuels
Walmart Beats Earnings Expectations but Signals Growing Economic Fracture Among U.S. Shoppers
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMZN
ARM
DG
DLTR
TGT
WMT
Exposures
Artificial Intelligence
Economy
Financial
A Changing of the Guard: Amazon Topples Walmart as the World’s Revenue King
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMZN
ARM
KSS
TGT
WMT
Exposures
Artificial Intelligence
Economy
Financial
Akamai Shares Plummet 9% as AI Infrastructure "Tax" and Memory Shortages Squeeze 2026 Profit Outlook
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AKAM
AMZN
FSLY
MU
NET
SSNLF
Exposures
Artificial Intelligence
Financial
Interest Rates
Stagflationary Shadows: Core PCE Surge and GDP Slump Challenge the Federal Reserve's 2026 Vision
February 20, 2026
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
AAPL
IVZ
JPM
NEM
QQQ
WMT
Exposures
Debt Markets
Economy
Interest Rates
U.S. Q4 GDP Misses Expectations: The 1.4% Growth Slump and the 2026 Outlook
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Tickers
BA
GS
JPM
LMT
NOC
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
The 'Tariff Train' Returns: Trump Pivots to Section 122 After Supreme Court Defeat
February 20, 2026
Via
MarketMinute
Topics
Economy
Government
Stocks
Tickers
AAPL
CLF
HAS
MAT
NUE
TGT
Exposures
Economy
Interest Rates
Political
Stocks Settle Higher as SCOTUS Rejects President Trump’s Tariffs
February 20, 2026
Via
Barchart.com
Topics
Economy
Government
Stocks
Exposures
Interest Rates
Political
Tariff
Oxford Industries, Crocs, WeightWatchers, Scholastic, and Bark Shares Skyrocket, What You Need To Know
February 20, 2026
Via
StockStory
Topics
Economy
Government
World Trade
Tickers
BARK
CROX
OXM
SCHL
WW
Exposures
Interest Rates
Political
Tariff
Why Delta (DAL) Stock Is Up Today
February 20, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Government
Tickers
DAL
NVDA
Exposures
Artificial Intelligence
Interest Rates
Political
Opendoor, Live Nation, Funko, Stitch Fix, and Genesco Shares Are Soaring, What You Need To Know
February 20, 2026
Via
StockStory
Topics
Economy
Government
World Trade
Tickers
FNKO
GCO
LYV
OPEN
SFIX
Exposures
Interest Rates
Political
Tariff
Caleres, PVH, Under Armour, Carter's, and Kontoor Brands Shares Are Soaring, What You Need To Know
February 20, 2026
Via
StockStory
Topics
Economy
Government
World Trade
Tickers
CAL
CRI
KTB
PVH
UAA
Exposures
Interest Rates
Political
Tariff
First Solar, Viavi Solutions, Orion, Limbach, and Oshkosh Stocks Trade Up, What You Need To Know
February 20, 2026
Via
StockStory
Topics
Economy
Government
World Trade
Tickers
FSLR
LMB
ORN
OSK
VIAV
Exposures
Interest Rates
Political
Tariff
Enphase, Saia, MYR Group, Old Dominion Freight Line, and Shoals Shares Skyrocket, What You Need To Know
February 20, 2026
Via
StockStory
Topics
Economy
Government
World Trade
Tickers
ENPH
MYRG
ODFL
SAIA
SHLS
Exposures
Interest Rates
Political
Tariff
MasTec, Expeditors, and Methode Electronics Shares Skyrocket, What You Need To Know
February 20, 2026
Via
StockStory
Topics
Economy
Government
World Trade
Tickers
EXPD
MEI
MTZ
Exposures
Interest Rates
Political
Tariff
WillScot Mobile Mini, Sterling, Herc, Kadant, and LGI Homes Stocks Trade Up, What You Need To Know
February 20, 2026
Via
StockStory
Topics
Economy
Government
World Trade
Tickers
HRI
KAI
LGIH
STRL
WSC
Exposures
Interest Rates
Political
Tariff
Richardson Electronics, Hub Group, XPO, Corning, and Champion Homes Stocks Trade Up, What You Need To Know
February 20, 2026
Via
StockStory
Topics
Economy
Government
World Trade
Tickers
GLW
HUBG
RELL
SKY
XPO
Exposures
Interest Rates
Political
Tariff
Floor And Decor, Victoria's Secret, Shoe Carnival, Torrid, and Camping World Shares Are Soaring, What You Need To Know
February 20, 2026
Via
StockStory
Topics
Economy
Government
World Trade
Tickers
CURV
CWH
FND
SCVL
VSCO
Exposures
Interest Rates
Political
Tariff
PropHero Reports UAE Residential Real Estate Poised for Steady Growth in 2026 Amid Expanding Supply and Strong Global Investment
February 20, 2026
Via
AB Newswire
Topics
Economy
Exposures
Interest Rates
< Previous
1
2
...
11
12
13
14
15
16
17
18
19
...
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.