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 >
Resilience or Roadblock? US Economic Surge Challenges Fed’s Pivot Path
February 24, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AMD
CAT
DHI
LEN
META
MMM
Exposures
Artificial Intelligence
Economy
Interest Rates
The Great Convergence: How the 'S&P 493' is Finally Stealing the Spotlight from Big Tech
February 24, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
AMZN
CAT
CI
CVS
GEV
Exposures
Artificial Intelligence
Economy
Interest Rates
Gold Stays Firm Near Highs Despite Dollar Stabilization And Fed Caution
↗
February 24, 2026
Via
Talk Markets
Topics
Economy
Exposures
Interest Rates
JPMorgan Chase Signals Resilience with Bold Q1 Forecast, Calming Markets After Tech Rout
February 24, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
GS
JPM
MS
NSC
UNP
Exposures
Artificial Intelligence
Economy
Interest Rates
IBM Shares Crater 13% as Anthropic’s ‘Claude Code’ Threatens Legacy Mainframe Dominance
February 24, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
ACN
AMZN
CTSH
GOOGL
IBM
Exposures
Artificial Intelligence
Interest Rates
Why Are Teradata (TDC) Shares Soaring Today
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
Tickers
KO
MSFT
SAP
TDC
Exposures
Artificial Intelligence
Interest Rates
US Equities
Stocks Rally as AI-Fueled Worries Ease
February 24, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
Exposures
Artificial Intelligence
Economy
Interest Rates
The Great Rotation of 2026: Why Investors are Ditching Big Tech for Main Street
February 24, 2026
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
DCI
FSBC
GRC
HXL
MSFT
NBN
Exposures
Artificial Intelligence
Economy
Interest Rates
The Siege of Eccles Building: Federal Reserve Independence Faces Its Greatest Trial
February 24, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
Tickers
ABX
GOLD
GS
ICE
JPM
MS
Exposures
Artificial Intelligence
Debt Markets
Derivatives
Gold's Safe-Haven Surge: Bullion Smashes $5,400 Barrier Amid Greenland and Iran Tensions
February 24, 2026
Via
MarketMinute
Topics
Economy
Government
World Trade
Tickers
ABX
AEM
GOLD
JPM
NEM
SIG
Exposures
Economy
Interest Rates
Political
Dollar Rises on Yen Weakness and Solid US Economic News
February 24, 2026
Via
Barchart.com
Topics
Bonds
Economy
Government
Exposures
Debt Markets
Interest Rates
Political
First Watch (FWRG) Q4 2025 Earnings Transcript
↗
February 24, 2026
Via
The Motley Fool
Topics
Economy
Tickers
FWRG
Exposures
Interest Rates
Dallas Fed Index Hits Expansion: Texas Manufacturing Shrugs Off Tariff Legal Battles
February 24, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
CAT
TSLA
TXN
X
Exposures
Artificial Intelligence
Economy
Interest Rates
Keurig Dr Pepper (KDP) Q4 2025 Earnings Transcript
↗
February 24, 2026
Via
The Motley Fool
Topics
Economy
Tickers
KDP
Exposures
Interest Rates
Keurig Dr Pepper Beats Q4 Estimates as Consumer Staples Anchor Volatile 2026 Market
February 24, 2026
Via
MarketMinute
Topics
Earnings
Economy
World Trade
Tickers
KDP
KO
PEP
Exposures
Financial
Interest Rates
Tariff
Bitcoin Plummets to $63,067 as Tariff Shock Triggers Worst Monthly Rout Since 2022
February 24, 2026
Via
MarketMinute
Topics
ETFs
Economy
Retirement
Tickers
COIN
MARA
MSTR
Exposures
Interest Rates
Pension
Tariff
The Medicare Rate Shock: Trump Administration’s ‘Flat’ Proposal Triggers Healthcare Market Meltdown
February 24, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
CVS
HUM
UNH
Exposures
Artificial Intelligence
Interest Rates
Political
Elanco (ELAN) Q4 2025 Earnings Call Transcript
↗
February 24, 2026
Via
The Motley Fool
Topics
Earnings
Economy
Tickers
ELAN
Exposures
Financial
Interest Rates
U.S. GDP Q4 First Read Stumbles to 1.4%: A Case of Macro Malaise vs. Corporate Strength
February 24, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AMT
AMZN
ASX:TWR
GOOGL
GS
HD
Exposures
Artificial Intelligence
Economy
Interest Rates
The Lucid Paradox: High-Efficiency Engineering vs. Premium EV Cash Burn
February 24, 2026
Via
Finterra
Topics
Economy
Electric Vehicles
Tickers
LCID
RIVN
TSLA
UBER
Exposures
Electric Vehicles
Interest Rates
Supply Chain
Energized by AI: Xcel Energy Hits Historic All-Time High as Utility Sector Emerges as the New Tech Play
February 24, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
GEV
GOOGL
META
NEE
UBS
XEL
Exposures
Artificial Intelligence
Economy
Interest Rates
The Mediterranean Juggernaut: A Deep Dive into CAVA Group’s 2026 Expansion Strategy
February 24, 2026
Via
Finterra
Topics
Economy
Initial Public Offering
Tickers
CAVA
CMG
GS
SG
Exposures
Interest Rates
Securities Market
Supply Chain
Technical Tremor: Financial Sector Slumps as XLF Shatters Critical $50.90 Support
February 24, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
ETFs
Tickers
AXP
BAC
CMA
FITB
JPM
PNC
Exposures
Artificial Intelligence
Economy
Interest Rates
Home Depot Hits the Mark: Revenue Surpasses Expectations as Dividend Hike Signals Confidence
February 24, 2026
Via
MarketMinute
Topics
Economy
Tickers
GMS
HD
LOW
RDFN
ZG
Exposures
Economy
Interest Rates
Supply Chain
Fed Governors Highlight AI Risks And Opportunities: Here’s What Lisa Cook Said About AI-Caused Unemployment Spell And Inflationary Pressure
↗
February 24, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Tickers
QQQ
SPY
Exposures
Artificial Intelligence
Interest Rates
Markets Find Their Footing: S&P 500 Stabilizes at 6,800 Support Following 'Monday Disaster' Tariff Shock
February 24, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
Tickers
AAPL
AMD
GS
HD
IBM
META
Exposures
Artificial Intelligence
Debt Markets
Financial
The Backbone of the Digital Era: A Deep-Dive into American Tower (AMT)
February 24, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Energy
Tickers
AMT
ASX:TWR
BLK
CCI
PARA
SBAC
Exposures
Artificial Intelligence
Economy
Fossil Fuels
The Super-Prime Moat: A Deep Dive into American Express (AXP) Amid Global Trade Volatility
February 24, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Fraud
Tickers
AXP
BRK-A
BRK-B
COF
JPM
MA
Exposures
Artificial Intelligence
Economy
Interest Rates
The Orange Giant’s Pivot: A Deep Dive into Home Depot (HD) in 2026
February 24, 2026
Via
Finterra
Topics
Economy
World Trade
Tickers
AMZN
BLK
FND
HD
LOW
Exposures
Economy
Interest Rates
Supply Chain
Silver’s “White Lightning” Strike: Inside the $140 Surge and the Brutal 40% Collapse of February 2026
February 24, 2026
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AG
HL
PAAS
PSLV
SILJ
SLV
Exposures
Artificial Intelligence
COVID-19
Economy
< 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.