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
Next >
I Plan to Invest in Real Estate in Retirement -- but Not the Way You Think
↗
September 14, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Labor
Pension
Labor Dispute Eases As UAW, GE Aerospace Agree On Tentative Pact
↗
September 13, 2025
Via
Benzinga
Tickers
GE
Exposures
Labor
The Great Gridlock: How High Rates and the 'Lock-in Effect' Are Stifling the Housing Market
September 12, 2025
Via
MarketMinute
Topics
Economy
Retirement
Tickers
DHI
EQR
EXPI
HD
HOUS
LEN
Exposures
COVID-19
Economy
Interest Rates
Dissecting Inflation: Why Services Remain Sticky While Goods Fluctuate
September 09, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
DAL
JPM
MAR
MSFT
NKE
TGT
Exposures
Artificial Intelligence
Economy
Interest Rates
Here's Why You Don't Want to Count on Social Security for Retirement (and it's Not Benefit Cuts)
↗
September 09, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Labor
Pension
Labor Market Softens, Paving Way for Fed Rate Cut as Early as September 2025
September 04, 2025
Via
MarketMinute
Topics
Bonds
Economy
Government
Tickers
AAPL
BAC
CRM
DHI
JPM
KO
Exposures
Debt Markets
Economy
Interest Rates
Palantir Insider Selling: Risk Signal or Normal Activity?
↗
September 04, 2025
Via
MarketBeat
Topics
Artificial Intelligence
Tickers
LUMN
PLTR
Exposures
Artificial Intelligence
Labor
Inflation's Stubborn Grip: PCE Index and Fed's Dilemma
September 02, 2025
Via
MarketMinute
Topics
Bonds
Economy
Supply Chain
Tickers
AAPL
BAC
CVX
GOOGL
HCA
JPM
Exposures
Debt Markets
Economy
Interest Rates
Starbucks Ditches Merit System, Gives 2% Raises To Corporate Staff After 6 Straight Quarters Of Sales Declines: Report
↗
August 19, 2025
Via
Benzinga
Tickers
CMG
SBUX
Exposures
Labor
Social Security Cuts May Be Coming. Do These 3 Things to Get Ready.
↗
August 17, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Labor
Pension
Beyond the S&P 500's Peak: Unpacking Hidden Market Weakness and Cyclical Resurgence
August 14, 2025
Via
MarketMinute
Topics
Economy
Stocks
Tickers
AAPL
AMZN
BA
BAC
CAT
GE
Exposures
Economy
Interest Rates
Labor
5 Insightful Analyst Questions From Microchip Technology’s Q2 Earnings Call
August 14, 2025
Via
StockStory
Topics
Earnings
Workforce
Exposures
Financial
Labor
Layoff
MCHP Q2 Deep Dive: Inventory Correction and Demand Recovery Shape Results
August 12, 2025
Via
StockStory
Topics
Workforce
Tickers
MCHP
Exposures
Labor
Layoff
The Specter of Stagflation: Trump's Tariffs Cast a Long Shadow Over the U.S. Economy
August 11, 2025
Via
MarketMinute
Topics
Economy
Government
Supply Chain
Tickers
AAPL
ADBE
AMZN
AZN
CAT
CLF
Exposures
Economy
Interest Rates
Labor
2 Big Issues Social Security Is Facing Retirees Need to Know About
↗
August 07, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Labor
Pension
A New AI Tailwind Could Come to Boost Taiwan Semiconductor Stock
↗
August 05, 2025
Via
MarketBeat
Topics
Artificial Intelligence
Economy
Government
Tickers
NVDA
TSM
Exposures
Artificial Intelligence
Economy
Immigration
Canada Increases LMIA Wage Thresholds to Strengthen Fair Pay and Global Talent Attraction
July 28, 2025
Via
AB Newswire
Topics
Economy
Immigration
Exposures
Immigration
Interest Rates
Labor
After Taking A 40% Pay Cut, She Regretted Her Career Pivot— Until It Landed Her A Job At Meta
↗
July 28, 2025
Via
Benzinga
Tickers
BAC
META
Exposures
Labor
Smith Security Launches Accredited Private Investigator Training Program in Ontario
July 08, 2025
Via
AB Newswire
Topics
Fraud
Exposures
Labor
Legal
Almost 22 Million Seniors Live on Social Security Alone. Here's Why That's a Problem.
↗
July 03, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Labor
Pension
Imperial Security Leads the Way in Calgary by offering Reliable and Advanced Security Services
June 30, 2025
Via
Get News
Exposures
Labor
General Motors Workers In Mexico Ditch Independent Union In Surprise Vote Win For Carlos Leone
↗
June 29, 2025
Via
Stocktwits
Topics
Government
Tickers
GM
Exposures
Labor
Political
Fed’s Barkin Warns Trump Tariffs Could Raise Inflation, But Less Than Pandemic Spike
↗
June 26, 2025
Via
Stocktwits
Topics
ETFs
Economy
Government
Tickers
IVZ
QQQ
SPY
Exposures
Interest Rates
Labor
Political
How Likely Are Social Security Cuts? Here's the Latest Update.
↗
June 20, 2025
Via
The Motley Fool
Exposures
Labor
The Social Security 2026 COLA Forecast Was Just Updated. There's Good News and Bad News for Retirees.
↗
June 17, 2025
Via
The Motley Fool
Topics
Economy
Exposures
Economy
Interest Rates
Labor
College of DuPage's Project Hire-Ed Celebrates Largest Class of Apprentices
June 05, 2025
Via
Newsfile
Exposures
Labor
Microsoft Game Workers Reach Groundbreaking Union Agreement: Retail’s Yet to React
↗
May 30, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Government
Workforce
Tickers
MSFT
SPY
VOO
Exposures
Artificial Intelligence
Labor
Layoff
A 36-Year-Old Guy Wonders If He Should Take A Pay Cut To Move Back Home: 'I'm A Single Dude, No Debt, No Kids'
↗
May 24, 2025
Via
Benzinga
Exposures
Labor
Trump Hails US Troops As The 'Greatest Fighting Force In The History Of The World,' Promises Pay Raises: 'America's Military Will Soon Be Bigger, Better, Stronger And More Powerful Than Ever'
↗
May 16, 2025
Via
Benzinga
Topics
Government
Exposures
Labor
Political
Is Social Security Going Broke? No -- but You May Want to Pretend It Is.
↗
May 10, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Labor
Pension
< Previous
1
2
3
4
5
6
7
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.