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 >
ESTA Founder Sells $7.9M on Earnings Day — Here's Why that's Not the Story
↗
Today 21:48 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ESTA
Exposures
Legal
Regulatory
A PTEN Director Sold $123K in Shares - what he kept adds context
↗
Today 20:24 EDT
Via
The Motley Fool
Topics
Derivatives
Energy
Regulatory Compliance
Tickers
PTEN
Exposures
Derivatives
Fossil Fuels
Legal
Gries Sold SLDE on a Plan He Set Before the Decline
↗
Today 19:23 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
SLDE
Exposures
Legal
Regulatory
Conduent Q1 Earnings Call Highlights
↗
Today 19:05 EDT
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
Fraud
Tickers
CNDT
Exposures
Artificial Intelligence
Financial
Legal
ImmunityBio, Inc. (NASDAQ: IBRX) Investors Who Have Suffered Losses - Contact Kaplan Fox before May 26, 2026 Lead Plaintiff Deadline
Today 18:00 EDT
Via
NewMediaWire
Topics
Lawsuit
Tickers
IBRX
Exposures
Financial
Legal
Product Safety
ImmunityBio, Inc. (NASDAQ: IBRX) Investors Who Have Suffered Losses - Contact Kaplan Fox before May 26, 2026 Lead Plaintiff Deadline
Today 18:00 EDT
Via
TheNewswire.com
Topics
Lawsuit
Tickers
IBRX
Exposures
Financial
Legal
Product Safety
Endeavour Capital Makes a Big Bet on Burke & Herbert Financial Services Loads Up BHRB With 180,000 Share Purchase
↗
Today 17:56 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BCAL
BHRB
NBHC
ONB
QCRH
SFST
Exposures
Legal
Regulatory
Enviri (NVRI) Q1 2026 Earnings Call Transcript
↗
Today 17:40 EDT
Via
The Motley Fool
Topics
Earnings
Regulatory Compliance
Tickers
NVRI
Exposures
Financial
Legal
Regulatory
Delek's Chairman of the Board Sold 34,000 Shares for $1.6 Million After Q1 Earnings
↗
Today 17:26 EDT
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Tickers
DK
Exposures
Fossil Fuels
Legal
Regulatory
Does This $8 Million Stock Buy Suggest Confidence in an Industrial Turnaround Story?
↗
Today 17:13 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
GPGI
PRM
QXO
ROAD
Exposures
Legal
Regulatory
Commonwealth Financial Services Adds to First Trust Smith Opportunistic Fixed Income ETF, According to Recent SEC Filing
↗
Today 17:07 EDT
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
FIXD
QMOM
QQQ
Exposures
Debt Markets
Legal
Regulatory
Kaplan Fox Reminds Investors of Regencell Bioscience Holdings Limited (NASDAQ: RGC) to a Securities Class Action Deadline - Contact Kaplan Fox Before June 23, 2026
Today 17:00 EDT
Via
TheNewswire.com
Topics
Law Enforcement
Lawsuit
Tickers
RGC
Exposures
Financial
Legal
Kaplan Fox Reminds Investors of Regencell Bioscience Holdings Limited (NASDAQ: RGC) to a Securities Class Action Deadline - Contact Kaplan Fox Before June 23, 2026
Today 17:00 EDT
Via
NewMediaWire
Topics
Law Enforcement
Lawsuit
Tickers
RGC
Exposures
Financial
Legal
What to Know as One Fund Cuts a $7.9 Million Position in This Defense Equipment Stock
↗
Today 16:52 EDT
Via
The Motley Fool
Topics
Firearms
Regulatory Compliance
Supply Chain
Tickers
CDRE
PRM
QXO
ROAD
Exposures
Firearms
Legal
Regulatory
Pharvaris Chief Medical Officer Sells 14,000 Shares for $427,000
↗
Today 16:49 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
PHVS
Exposures
Legal
Regulatory
ImmunityBio, Inc. Investors: May 26, 2026, Deadline in Securities Fraud Class Action Lawsuit
Today 16:35 EDT
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
IBRX
Exposures
Financial
Legal
ImmunityBio, Inc. Investors: May 26, 2026, Deadline in Securities Fraud Class Action Lawsuit
Today 16:35 EDT
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
IBRX
Exposures
Financial
Legal
What to Know About This Fund’s $15 Million International ETF Purchase
↗
Today 15:53 EDT
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
AAPL
BLK
CORO
Exposures
Legal
Regulatory
MDU Resources Group Q1 Earnings Call Highlights
↗
Today 15:09 EDT
Via
MarketBeat
Topics
Earnings
Lawsuit
Tickers
MDU
MMM
Exposures
Financial
Legal
Why One Fund Made a $23 Million Bet on This Addiction-Treatment Stock Amid a Staggering Rally
↗
Today 14:59 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AAPL
GIB
GOOGL
INDV
META
Exposures
Legal
Regulatory
Peter Schiff Slams Saylor's STRC As 'Classic Centralized Ponzi In Violation Of SEC Rules'
↗
Today 14:46 EDT
Via
Benzinga
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
Law Firm Ignite Announces Exclusive Digital Marketing Services for Bankruptcy Law Firms
Today 14:36 EDT
Via
Press Advantage
Topics
Bankruptcy
Exposures
Financial
Legal
The UPSHOT League Announces Inaugural Team Rosters Ahead of Historic Opening Season
Today 14:30 EDT
Via
Send2Press
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
American Express Stock: Analyst Estimates & Ratings
Today 14:18 EDT
Via
Barchart.com
Topics
Artificial Intelligence
Credit Cards
ETFs
Tickers
AXP
Exposures
Artificial Intelligence
Interest Rates
Legal
Lountzis Asset Management Liquidates SkyWater Technology Stake, According to Recent SEC Filing
↗
Today 13:09 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
SKYT
Exposures
Legal
Regulatory
Sequans Announces Filing and Availability of 2025 Annual Report on Form 20-F
Today 12:13 EDT
Via
Newsfile
Topics
Regulatory Compliance
Tickers
SQNS
Exposures
Legal
Regulatory
Mohr Marketing and MCC Expand Attorney Program With a Litigation-Ready Mold and Habitability Case Model for Plaintiff Firms
Today 12:10 EDT
Via
Law Firm Newswire
Topics
Lawsuit
Exposures
Financial
Legal
Asset Manager Sells 1.2 Million Bond ETF Shares, According to Latest SEC Filing
↗
Today 11:57 EDT
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
IBTG
Exposures
Debt Markets
Legal
Regulatory
Kaplan Fox is Investigating Sportradar Group AG (NASDAQ: SRAD) for Potential Securities Law Violations
Today 11:00 EDT
Via
NewMediaWire
Topics
Law Enforcement
Tickers
SRAD
Exposures
Legal
Kaplan Fox is Investigating Sportradar Group AG (NASDAQ: SRAD) for Potential Securities Law Violations
Today 11:00 EDT
Via
TheNewswire.com
Topics
Law Enforcement
Tickers
SRAD
Exposures
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.