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 >
Discover John Doering’s Proven Lead Generation & Marketing Strategies: Top Scottsdale Agent Reveals His Course to Help Small Business Owners
December 22, 2022
Via
AB Newswire
Exposures
Lead
Conveyancing Solicitor in Brisbane Helps Buyers and Sellers
December 22, 2022
Via
Press Advantage
Exposures
Lead
Melbourne Real Estate Lawyer Makes Conveyancing Easy
December 22, 2022
Via
Press Advantage
Exposures
Lead
Sowa Agency Reviews: Aidan Establishes Massive Connections
December 02, 2022
Via
AB Newswire
Topics
Artificial Intelligence
Bankruptcy
Exposures
Artificial Intelligence
Financial
Lead
Seamless Day-Ahead & Intraday Auctions Integration: Exxeta.Auctions Empowered By The Universal Loader
December 01, 2022
Via
AB Newswire
Exposures
Lead
Sunshine Coast Conveyancing Company Celebrates 20+ Trustpilot Feedback
December 19, 2022
Via
Press Advantage
Exposures
Lead
7th Atal Shastra Markenomy Awards 2022 Ceremony Rudra Group – Rajesh Kaithwas
December 15, 2022
Via
Press Release Distribution Service
Topics
Economy
Exposures
Economy
Lead
Ampcera Raises a $15 Million Series A Investment to Scale the Production of Critical Materials for Solid-State Batteries
December 14, 2022
Via
Newswire.com
Topics
Intellectual Property
Supply Chain
Exposures
Intellectual Property
Lead
Supply Chain
Aidan Sowa reviews: Dominating the PR Landscape
December 02, 2022
Via
AB Newswire
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Lead
Pypeline Launches A 40% More Cost-Effective BDR-As-A-Service Model For Start-Ups
December 02, 2022
Via
AB Newswire
Exposures
Lead
Sowa Agency Reviews: Aidan Sowa Makes Plays in PR
October 04, 2022
Via
AB Newswire
Topics
Artificial Intelligence
Bankruptcy
Exposures
Artificial Intelligence
Financial
Lead
Advance Appliance Repair is The Go-to Fridge Repair Expert in Toronto, ON
September 20, 2022
Via
GetFeatured
Exposures
Lead
Experience Mind-blowing Guaranteed Digital Marketing Results from “Media Bamboo”
July 14, 2022
Via
Get News
Exposures
Lead
Sydney Conveyancing Firm Reaches 10+ Google Reviews
November 07, 2022
Via
Press Advantage
Exposures
Lead
B2B Accounting Sales Leads Database - Accelerate the Lead Generation Process
October 29, 2022
Via
PR Distribution
Topics
Economy
Exposures
Economy
Interest Rates
Lead
MiningNewsBreaks – Eloro Resources Ltd.’s (TSX.V: ELO) (OTCQX: ELRRF) (FSE: P2QM) Drill Program Unearths Significant Proportions of Precious Metals
October 28, 2022
Via
Investor Brand Network
Tickers
ABX
ELRRF
Exposures
Lead
Lead Settlement Agents Perth Launches New Website
October 18, 2022
Via
Press Advantage
Exposures
Lead
ISSUE 12 Vampyre Magazine Press Release AMC+ Anne Rice's Interview With The Vampire
October 04, 2022
Via
IssueWire
Tickers
DIS
Exposures
Lead
State Attorney General Files Lawsuits against 5 More Landlords for Noncompliance with Lead Poisoning Prevention Laws
September 21, 2022
Via
WebWire
Topics
Lawsuit
Exposures
Financial
Lead
Legal
EPA Reaches Settlement with Renovation Company for Alleged Lead-Based Paint Violations in Rhode Island
September 15, 2022
Via
WebWire
Exposures
Lead
Jason Messick’s Relentless Business Mastery LLC To Help Businesses With Lead Generation, Employee Retention, Time Management Fundamentals, And More
September 14, 2022
Via
Get News
Exposures
Lead
Affordable Website Design, SEO & Digital Marketing Services Now In Bend Oregon
September 06, 2022
Via
Press Release Distribution Service
Tickers
AMZN
Exposures
Lead
Author Destini Baccus' new book 'The Loving Dead' is a captivating supernatural romance novel that follows the zombified Drake as he tries to win over Abbie's heart
August 19, 2022
Via
Newswire.com
Topics
Death
Exposures
Death
Lead
Brisbane Conveyancing Solicitor Signs Up with Trust Pilot to Get Feedback
August 10, 2022
Via
Press Advantage
Exposures
Lead
GWS Tool Group Announces Acquisition of Balax Inc.
August 03, 2022
Via
Newswire.com
Exposures
Lead
Lead Dust Contamination Concerns at a High School in California Due to Activities at a Neighboring Business
June 22, 2022
Via
WebWire
Exposures
Lead
Lead Paint Removal Brisbane Provides Top-Rated Lead Paint Removal Services in Brisbane, QLD
June 09, 2022
Via
GetFeatured
Exposures
Lead
RussKap Water, LLC, Announces AWG Implementation in Flint, Michigan
June 01, 2022
From
RussKap Water
Via
AccessWire
Exposures
Lead
Xtra Energy Corp., Announces Purchase of Service Agreement with Red Beryl Mining Company, Inc. & Strategic Stibium Mining LLC.
June 01, 2022
From
Xtra Energy Corp.
Via
AccessWire
Tickers
XTPT
Exposures
Lead
Lead Paint Removal Brisbane Experts Have Lead Paint Removal Down to a Science in Brisbane, QLD
May 13, 2022
Via
GetFeatured
Exposures
Lead
< 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.