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 >
Verra Mobility Corporation (VRRM) Investors Have Opportunity to Lead Securities Fraud Class Action Lawsuit
Today 17:45 EDT
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
VRRM
Exposures
Financial
Legal
Verra Mobility Corporation (VRRM) Investors Have Opportunity to Lead Securities Fraud Class Action Lawsuit
Today 17:45 EDT
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
VRRM
Exposures
Financial
Legal
Is Now a Good Time to Buy Tilray Brands Stock?
↗
Today 17:35 EDT
Via
The Motley Fool
Topics
Bankruptcy
Cannabis
Tickers
TLRY
Exposures
Cannabis
Financial
Legal
A Lindblad Expeditions Director Sold Nearly 53,000 Shares Worth $1.2 Million. Here's a Deeper Look at the Transaction.
↗
Today 16:48 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
LIND
Exposures
Legal
Regulatory
INVESTOR DEADLINE ALERT: ADMA Biologics, Inc. (ADMA) Investors With Substantial Losses Have Opportunity to Lead Class Action Lawsuit
Today 16:30 EDT
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
ADMA
Exposures
Financial
Legal
INVESTOR DEADLINE ALERT: ADMA Biologics, Inc. (ADMA) Investors With Substantial Losses Have Opportunity to Lead Class Action Lawsuit
Today 16:30 EDT
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
ADMA
Exposures
Financial
Legal
PicS N.V. (PICS) Class Action Lawsuit: Investors Face August 4, 2026, Deadline
Today 15:15 EDT
Via
NewMediaWire
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
PICS
Exposures
Financial
Legal
Securities Market
PicS N.V. (PICS) Class Action Lawsuit: Investors Face August 4, 2026, Deadline
Today 15:15 EDT
Via
TheNewswire.com
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
PICS
Exposures
Financial
Legal
Securities Market
Elon Musk's Mom Recalls Buying His Only $99 Suit As Billionaire-Turned-Trillionaire's Early Struggles Resurface: 'He Was Fine With That'
↗
Today 12:01 EDT
Via
Benzinga
Topics
Product Recall
Exposures
Legal
Product Safety
Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Fraud Class Action Lawsuit Against GeneDx Holdings Corp. (WGS)
Today 11:50 EDT
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
WGS
Exposures
Financial
Legal
Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Fraud Class Action Lawsuit Against GeneDx Holdings Corp. (WGS)
Today 11:50 EDT
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
WGS
Exposures
Financial
Legal
SpaceX Will Release Earnings Through X and Its Website Only. Is That a Red Flag?
↗
Today 9:35 EDT
Via
The Motley Fool
Topics
Initial Public Offering
Law Enforcement
Regulatory Compliance
Tickers
SPCX
TRI
Exposures
Legal
Regulatory
Securities Market
Zenas BioPharma's CEO Purchased 60,000 Company Shares. Here's a Deeper Look at the Transaction.
↗
Today 7:31 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ZBIO
Exposures
Legal
Regulatory
SpaceX Was Just the Beginning—2 More Massive IPOs Are on Deck
↗
Today 7:30 EDT
Via
MarketBeat
Topics
Economy
Initial Public Offering
Regulatory Compliance
Tickers
ADBE
AMZN
ASTS
BKSY
CAT
COHR
Exposures
Legal
Regulatory
Securities Market
Trump Warned Of Iran Deal Risk, Cuba Raid Echoing Venezuela, $100 Million Lawsuit Settlement With Mary Trump And More: This Week In Politics
↗
Today 5:01 EDT
Via
Benzinga
Topics
Government
Lawsuit
Exposures
Financial
Legal
Political
Can Legal Papers Really Be Left Without Handing Them to You?
Today 4:26 EDT
Via
GlobePRwire
Topics
Lawsuit
Exposures
Financial
Legal
Social Security Benefit Cuts Are Only 6 Years Away, Thanks in Part to President Donald Trump
↗
Today 4:26 EDT
Via
The Motley Fool
Topics
Bankruptcy
Bonds
Government
Exposures
Debt Markets
Financial
Legal
Noble Pillar Capital Wikipedia Page Goes Live With Public U.S. SEC Filing Information
Today 3:00 EDT
Via
24-7 Press Release
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
Why Did Ambarella's CFO Sell Over 5,000 Company Shares?
↗
June 20, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
AMBA
Exposures
Artificial Intelligence
Legal
Regulatory
A Five9 Insider Sold Nearly 30,000 Company Shares. Here's a Closer Look at the Transaction.
↗
June 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
FIVN
Exposures
Legal
Regulatory
What Does the Nayax President's Sale of 4,500 Company Shares Mean for Investors?
↗
June 20, 2026
Via
The Motley Fool
Topics
Electric Vehicles
Regulatory Compliance
Tickers
NYAX
Exposures
Electric Vehicles
Legal
Regulatory
AsiaDatingGuide.com Launches Guide Series to Help Western Men Build Genuine Relationships in Asia – and Avoid Common Dating Scams
June 20, 2026
Via
AB Newswire
Topics
Fraud
Exposures
Criminal
Legal
Fresh Off IPO, A Director Buys $474,000 of Parabilis Medicines Stock. Is PBLS a Buy?
↗
June 20, 2026
Via
The Motley Fool
Topics
Initial Public Offering
Regulatory Compliance
Tickers
PBLS
Exposures
Legal
Regulatory
Securities Market
Mission Produce Director Acquires $2.1 Million of Shares in Open Market. Does This Make AVO a Buy?
↗
June 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Tickers
AVO
Exposures
Legal
Regulatory
Supply Chain
ADMA Investor Alert: Kessler Topaz Meltzer & Check, LLP Encourages ADMA Investors With Losses to Contact the Firm
June 20, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
ADMA
Exposures
Financial
Legal
ADMA Investor Alert: Kessler Topaz Meltzer & Check, LLP Encourages ADMA Investors With Losses to Contact the Firm
June 20, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
ADMA
Exposures
Financial
Legal
Lemon Car Guide to know more about Manufacturers
June 20, 2026
Via
AB Newswire
Topics
Lawsuit
Tickers
VLKAF
VWAGY
VWAPY
Exposures
Financial
Legal
PicS N.V. (PICS) Investors: August 4, 2026, Filing Deadline in Securities Fraud Class Action - Contact Kessler Topaz Meltzer & Check, LLP
June 20, 2026
Via
NewMediaWire
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
PICS
Exposures
Financial
Legal
Securities Market
PicS N.V. (PICS) Investors: August 4, 2026, Filing Deadline in Securities Fraud Class Action - Contact Kessler Topaz Meltzer & Check, LLP
June 20, 2026
Via
TheNewswire.com
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
PICS
Exposures
Financial
Legal
Securities Market
INVESTOR DEADLINE ALERT: GeneDx Holdings Corp. (WGS) Investors With Substantial Losses Have Opportunity to Lead Class Action Lawsuit
June 20, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
WGS
Exposures
Financial
Legal
< 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.