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
...
5
6
7
8
9
10
11
12
13
...
99
100
Next >
Generating Yield in a Sideways Market: The Strategic Rise of Dow Jones Covered Call ETFs
January 01, 2026
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
Tickers
AAPL
BA
CAT
CRM
GS
INTC
Exposures
Economy
Interest Rates
Legal
The New Guard: Why Robinhood and Coinbase are the Definitive Financial Stocks of 2026
January 01, 2026
Via
MarketMinute
Topics
Credit Cards
Derivatives
ETFs
Tickers
COIN
GS
HOOD
JPM
SCHW
USDC
Exposures
Derivatives
Economy
Interest Rates
OpenAI’s ‘Operator’ Takes the Reins: The Dawn of the Autonomous Agent Era
January 01, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Credit Cards
Tickers
AAPL
AMZN
GOOGL
MSFT
PCLN
Exposures
Artificial Intelligence
Interest Rates
Navigating the New Financial Frontier: Banking Giants and Fintech Challengers Brace for 2026 Shift
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
BAC
JPM
SOFI
Exposures
Artificial Intelligence
Economy
Interest Rates
Big Tech Stumbles at the Finish Line: Nvidia and Tesla Lead Year-End Retreat as Santa Claus Rally Vanishes
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
Tickers
AAPL
INTC
MSFT
NBP
NVDA
TSLA
Exposures
Artificial Intelligence
Economy
Electric Vehicles
From Rust to Riches: Why the Aging American Fleet is a Goldmine for the Aftermarket in 2026
January 01, 2026
Via
MarketMinute
Topics
Economy
Tickers
AAP
AZO
F
GM
GPC
ORLY
Exposures
Economy
Interest Rates
Supply Chain
The Final Stand: Congress Faces Historic Reckoning as Stock Trading Ban Gains Critical Momentum
January 01, 2026
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
Tickers
FDS
ICE
MSCI
NDAQ
SPGI
Exposures
Economy
Interest Rates
Legal
Caterpillar’s Golden Era: How the Industrial Giant Outpaced the S&P 500 to Become an AI Infrastructure Powerhouse
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
AMZN
CAT
DE
KMTUY
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Electricity Generation
The Bullseye Bounce: Toms Capital Takes Aim at Target’s Turnaround
January 01, 2026
Via
MarketMinute
Topics
Economy
Tickers
AMZN
COST
K
KVUE
PEP
TGT
Exposures
Interest Rates
Activist Pressure Mounts in the Sunshine State: HoldCo Asset Management Stakes $35.8 Million in BankUnited
January 01, 2026
Via
MarketMinute
Topics
Earnings
Economy
Tickers
BKU
CMA
FITB
SBCF
SSB
Exposures
Economy
Financial
Interest Rates
The 2027 Silicon Cliff: US Sets June 23 Deadline for Massive Chinese Semiconductor Tariffs
January 01, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
AMD
GFS
INTC
NVDA
TSM
Exposures
Artificial Intelligence
Economy
Interest Rates
Navigating the Neutral Rate: Wall Street's 2026 Outlook Forecasts Growth Amidst AI Maturity
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
ANET
AVGO
BAC
C
COF
Exposures
Artificial Intelligence
Debt Markets
Economy
Software Slaughter and Rate Anxiety: US Markets Braced for Volatility as Premarket Jitters Intensify
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
CRM
DELL
GPS
HPQ
MDB
NVDA
Exposures
Artificial Intelligence
Financial
Interest Rates
Economic Revolution or Looming Recession? Trump’s ‘A++’ Claims Clash with Wall Street’s Cautious 2026 Outlook
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AAPL
BBY
BMWYY
CAT
DE
FCX
Exposures
Artificial Intelligence
Economy
Interest Rates
The Golden Era: Precious Metals Shatter Records in 2025 as Silver Outpaces Gold in Historic Bull Run
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
Tickers
ABX
AEM
GOLD
NEM
PAAS
WPM
Exposures
Artificial Intelligence
Electric Vehicles
Interest Rates
Alphabet’s $2 Trillion Triumph: Inside the 65% Surge of 2025 and the Road to 2026
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AAPL
AMZN
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Interest Rates
Protectionist Walls and the "Survival Phase": How Nio and the EV Sector are Navigating a New Era of Tariff Volatility
January 01, 2026
Via
MarketMinute
Topics
Economy
Electric Vehicles
World Trade
Tickers
BYDDF
F
GM
NIO
TM
TSLA
Exposures
Electric Vehicles
Interest Rates
Supply Chain
S&P 500 Enters 2026 with Momentum: Can the Bull Market Sustain Its Record-Breaking Pace?
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
CAT
GE
GOOGL
GS
JPM
META
Exposures
Artificial Intelligence
Economy
Interest Rates
Why U.S. Companies Are Expanding Their Teams With Talent From Latin America?
January 01, 2026
Via
Worldnewswire
Topics
Economy
Exposures
Interest Rates
Singapore Exchange (SGX) Navigates a Year-End Cooling Period as 2026 Global Interest Rate Shifts Loom
January 01, 2026
Via
MarketMinute
Topics
Derivatives
Economy
Initial Public Offering
Tickers
CME
ICE
NDAQ
Exposures
Derivatives
Interest Rates
Securities Market
Institutional Giants Bet Big on TransUnion: The AI-Driven Credit Renaissance of 2026
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Data Breach
Tickers
BLK
EFX
NFLX
TRU
Exposures
Artificial Intelligence
Economy
Financial
The 7.5% Solution: Navigating the High-Yield Landscape of 2026
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
ARCC
EPD
EPR
ET
MPLX
O
Exposures
Artificial Intelligence
Economy
Fossil Fuels
Industrial Renaissance: Technical Analysis of iShares S&P Global Industrials ETF (XGI) Signals Continued Bull Run in 2026
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
CAT
EXI
FIX
GE
GEV
JCI
Exposures
Artificial Intelligence
Economy
Interest Rates
The Evolution of a Healthcare Giant: Abbott Laboratories (ABT) 2026 Stock Feature
January 01, 2026
Via
PredictStreet
Topics
Economy
Lawsuit
World Trade
Tickers
AAPL
ABBV
ABT
BSX
DANOY
DHR
Exposures
COVID-19
Financial
Interest Rates
Newmont Corporation (NEM) 2026: The Gold-Copper Giant Enters a New Era
January 01, 2026
Via
PredictStreet
Topics
Economy
Emissions
Tickers
ABX
AEM
BLK
CAT
GG
GOLD
Exposures
Economy
Interest Rates
Apple Braces for 2026 Pivot: Can Upcoming Earnings Reverse the Year-End Tech Slump?
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AAPL
CRUS
ETN
GOOGL
MS
MSFT
Exposures
Artificial Intelligence
Financial
Interest Rates
The 2026 S&P 500 Outlook: Navigating the Aftermath of 2025’s Tariff Wars and Fed Feuds
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
CAT
GS
JPM
MSFT
NVDA
Exposures
Artificial Intelligence
Debt Markets
Economy
The Production Paradox: Why Global Commodities Are Flooding the Market as Prices Crater in 2026
January 01, 2026
Via
MarketMinute
Topics
Economy
World Trade
Tickers
ADM
ALB
ASX:RIO
RIO
XOM
Exposures
Economy
Fossil Fuels
Interest Rates
Michigan’s $2 Billion Road Funding Overhaul: 21-Cent Fuel Tax Hike Takes Effect Today
January 01, 2026
Via
MarketMinute
Topics
Cannabis
Economy
Energy
Tickers
F
FLR
GM
J
KNX
MLM
Exposures
Cannabis
Fossil Fuels
Interest Rates
Indian Energy Market Divergent: Airlines Receive New Year Windfall as Commercial LPG Prices Surge
January 01, 2026
Via
MarketMinute
Topics
Economy
Energy
Law Enforcement
Exposures
Fossil Fuels
Interest Rates
Legal
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
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.