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 >
Kaplan Fox Encourages Investors of Rackspace Technology, Inc. (NASDAQ: RXT) to Contact the Firm to Learn About Their Legal Rights
Today 18:30 EDT
Via
NewMediaWire
Topics
Artificial Intelligence
Lawsuit
Tickers
RXT
Exposures
Artificial Intelligence
Financial
Legal
Kaplan Fox & Kilsheimer LLP Encourages Wix.com Ltd. (NASDAQ: WIX) Investors to Contact the Firm Before September 22, 2026
Today 18:30 EDT
Via
NewMediaWire
Topics
Artificial Intelligence
Lawsuit
Tickers
WIX
Exposures
Artificial Intelligence
Financial
Legal
Kaplan Fox & Kilsheimer LLP Alerts Taboola.com Ltd. (NASDAQ: TBLA) Investors to the Lead Plaintiff Deadline on October 20, 2026
Today 18:30 EDT
Via
NewMediaWire
Topics
Earnings
Lawsuit
Tickers
TBLA
Exposures
Financial
Legal
Kaplan Fox Encourages Investors of PROCEPT BioRobotics Corporation (NASDAQ: PRCT) to Contact the Firm to Learn About Their Legal Rights
Today 18:15 EDT
Via
NewMediaWire
Topics
Lawsuit
Retirement
Tickers
BAC
PRCT
Exposures
Financial
Legal
Pension
Kaplan Fox & Kilsheimer LLP Encourages Hertz Global Holdings, Inc. (NASDAQ: HTZ) Investors to Contact the Firm Before September 22, 2026
Today 18:15 EDT
Via
NewMediaWire
Topics
Lawsuit
Tickers
BAC
HTZ
Exposures
Financial
Legal
Kaplan Fox Class Action Reminder: Primoris Services Corporation (NYSE: PRIM) Lead Plaintiff Deadline is September 21, 2026
Today 18:00 EDT
Via
NewMediaWire
Topics
Lawsuit
Tickers
PRIM
Exposures
Financial
Legal
Kaplan Fox Reminds Investors of Microvast Holdings, Inc. (NASDAQ: MVST) to a Securities Class Action Deadline - Contact the Firm Before September 21, 2026
Today 17:45 EDT
Via
NewMediaWire
Topics
Lawsuit
Tickers
MVST
Exposures
Financial
Legal
Credo Technology Co-Founder and CTO Sells Nearly 4,000 Shares Worth Over $600,000 Amid a 27% One-Year Return
↗
Today 17:37 EDT
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
CRDO
Exposures
Artificial Intelligence
Legal
Regulatory
Kaplan Fox Encourages Investors of Cogent Communications Holdings, Inc. (NASDAQ: CCOI) to Contact the Firm Before Lead Plaintiff Deadline on September 21, 2026
Today 17:30 EDT
Via
NewMediaWire
Topics
Lawsuit
Tickers
CCOI
Exposures
Financial
Legal
United Bankshares Director Sells 3,200 Shares for $148,544
↗
Today 17:20 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Retirement
Tickers
UBSI
Exposures
Legal
Pension
Regulatory
Kaplan Fox Encourages Investors of EquipmentShare.Com Inc (NASDAQ: EQPT) to Contact the Firm Before Lead Plaintiff Deadline on September 21, 2026
Today 17:15 EDT
Via
NewMediaWire
Topics
Initial Public Offering
Lawsuit
Tickers
EQPT
Exposures
Financial
Legal
Securities Market
Anthropic Uncovers Automated Surveillance and Fraud Campaigns Powered by Claude
↗
Today 16:53 EDT
Via
Benzinga
Topics
Artificial Intelligence
Fraud
Exposures
Artificial Intelligence
Legal
RSD Announces Social Media Addiction Representation
Today 16:43 EDT
Via
Press Advantage
Topics
Lawsuit
Exposures
Financial
Legal
Panchenko Law Firm Examines Rideshare Screening Gaps
Today 16:43 EDT
Via
Press Advantage
Topics
Lawsuit
Tickers
LYFT
UBER
Exposures
Criminal
Financial
Legal
Tyson Foods CEO-Elect Schomburger Buys $1 Million in Stock. What Is His Confidence Telling Investors?
↗
Today 16:41 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
TSN
Exposures
Legal
Regulatory
Lineage Co-Executive Chairman Marchetti Buys 25,000 Shares
↗
Today 16:20 EDT
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Tickers
LINE
Exposures
Legal
Regulatory
Supply Chain
Alpha Metallurgical Resources Director Courtis Buys $2.3 Million Shares. Is it Time for You to Buy Too?
↗
Today 16:11 EDT
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Tickers
AMR
Exposures
Coal
Electricity Generation
Legal
GameStop Director James Grube Buys 10,255 Shares for $196,000. Is This a Sign Shares Will Pop Again?
↗
Today 15:40 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
GME
Exposures
Legal
Regulatory
An e.l.f. Beauty Insider Sells 5,512 Shares for $606,320
↗
Today 13:39 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ELF
Exposures
Legal
Regulatory
Roblox Chief Legal Officer Sells 5,773 Shares in Planned Equity Liquidity
↗
Today 13:20 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
RBLX
Exposures
Legal
Regulatory
Kaplan Fox Encourages Investors of Beta Bionics, Inc. (NASDAQ: BBNX) to Contact the Firm Before Lead Plaintiff Deadline on November 3, 2026
Today 13:00 EDT
Via
NewMediaWire
Topics
Lawsuit
Tickers
BBNX
Exposures
Financial
Legal
Product Safety
Darling Ingredients CEO Sells 5,000 Shares
↗
Today 12:50 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
DAR
Exposures
Legal
Regulatory
A Wix Insider Buys Then Immediately Sells Company Shares. Here's a Closer Look at the Transaction.
↗
Today 12:48 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
WIX
Exposures
Legal
Regulatory
Siam Legal International Explains Thailand Bankruptcy Law for Foreign Nationals
Today 12:33 EDT
Via
Press Advantage
Topics
Bankruptcy
Exposures
Financial
Legal
SentinelOne CEO Tomer Weingarten Sells 38,759 Shares for Tax Withholding
↗
Today 12:20 EDT
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
S
Exposures
Artificial Intelligence
Legal
Regulatory
Kaplan Fox Continues to Remind Hims & Hers Health, Inc. (NYSE: HIMS) Investors of the Lead Plaintiff Deadline on November 2, 2026
Today 11:30 EDT
Via
NewMediaWire
Topics
Lawsuit
Tickers
HIMS
Exposures
Financial
Legal
InvestorNewsBreaks – Silver Bow Mining Corp. (NYSE American: SBMT) Receives Bankruptcy Court Approval, Completes Initial Closing for Jefferson County Metallurgical Complex
Today 11:28 EDT
Via
Investor Brand Network
Topics
Bankruptcy
Tickers
SBMT
Exposures
Financial
Legal
Kaplan Fox Urges Innventure, Inc. (NASDAQ: INV) Investors to Contact the Firm Before the Deadline on October 27, 2026
Today 11:15 EDT
Via
NewMediaWire
Topics
Artificial Intelligence
Lawsuit
Regulatory Compliance
Tickers
INV
Exposures
Artificial Intelligence
Financial
Legal
Kaplan Fox Urges Hyliion Holdings Corp. (NYSE: HYLN) Investors to Contact the Firm Before the Deadline on October 27, 2026
Today 11:00 EDT
Via
NewMediaWire
Topics
Lawsuit
Tickers
HYLN
Exposures
Financial
Legal
Kaplan Fox Encourages GPGI, Inc. (NYSE: GPGI) Investors to Contact the Firm Before the Deadline on September 14, 2026
Today 11:00 EDT
Via
NewMediaWire
Topics
Lawsuit
Tickers
BAC
CMPO
GPGI
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.