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
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
...
12
13
14
15
16
17
18
19
20
...
99
100
Next >
ADMA Biologics, Inc. Notice of August 10, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
June 18, 2026
Via
Newsfile
Topics
Lawsuit
Tickers
ADMA
Exposures
Financial
Legal
GeneDx Holdings Securities Fraud Class Action Result of Acquisition Performance Misrepresentations and 49% Stock Decline - Investors May Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
June 18, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
WGS
Exposures
Financial
Legal
ZIM Executive Sells $287,000 in Stock as Shares Climb 43% Over 12 Months
↗
June 18, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ZIM
Exposures
Legal
Regulatory
First Merchants Stock Up 15%: Why This $835,000 Insider Sale Doesn't Seem Like a Red Flag
↗
June 18, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Retirement
Tickers
FRME
Exposures
Legal
Pension
Regulatory
UFP Technologies Director Sells $287,000 After Option Exercise as Shares Stay Flat
↗
June 18, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Tickers
UFPT
Exposures
Legal
Regulatory
Supply Chain
Joby Aviation Scores a Win in Its Legal Battle Against Rival Archer Aviation. Will It Help the Slumping Stock?
↗
June 18, 2026
Via
The Motley Fool
Topics
Fraud
Lawsuit
World Trade
Tickers
ACHR
JOBY
Exposures
Financial
Legal
Tariff
Public meetings focus on safety and community development
June 18, 2026
Via
BusinesNews Wire
Exposures
Criminal
Legal
Boston Nursing Home Abuse Attorney Dino M. Colucci Addresses Sexual, Physical, and Emotional Abuse in Nursing Homes
June 18, 2026
Via
GetFeatured
Topics
Lawsuit
Exposures
Financial
Legal
Covista Chairman & CEO Sells About 5,300 Shares Near 8-Month High Price
↗
June 18, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CVSA
Exposures
Legal
Regulatory
Top Bankruptcy Attorney, Bryan Keenan, Reveals The Positives Of A Chapter 7 Bankruptcy - Pittsburgh, PA
June 18, 2026
Via
Press Release Distribution Service
Topics
Bankruptcy
Credit Cards
Lawsuit
Exposures
Financial
Interest Rates
Legal
Probate & Estate Planning Attorney Jim Alder Discusses Legal Grounds For Contesting Wills – Salt Lake City, Utah
June 18, 2026
Via
Press Release Distribution Service
Topics
Fraud
Exposures
Legal
Securities Class Action Deadline Against Badger Meter, Inc. (NYSE: BMI) - Contact Kaplan Fox Before August 3, 2026
June 18, 2026
Via
NewMediaWire
Topics
Lawsuit
Tickers
BMI
Exposures
Financial
Legal
Securities Class Action Deadline Against Badger Meter, Inc. (NYSE: BMI) - Contact Kaplan Fox Before August 3, 2026
June 18, 2026
Via
TheNewswire.com
Topics
Lawsuit
Tickers
BMI
Exposures
Financial
Legal
Kentucky Calls Kalshi An 'Illegal Sportsbook'—And Coinbase, Robinhood Get Caught In The Crossfire
↗
June 18, 2026
Via
Benzinga
Topics
Law Enforcement
Lawsuit
Tickers
COIN
HOOD
Exposures
Financial
Legal
RockBreaks – Greenland Mines Ltd (NASDAQ: GRML) Engages Tetra Tech, GeoSim for Sarfartoq S-K 1300 Resource Update
June 18, 2026
Via
Investor Brand Network
Topics
Regulatory Compliance
Tickers
GRML
Exposures
Legal
Regulatory
Deadline to Lead in Securities Fraud Lawsuit Against Verra Mobility (NASDAQ: VRRM) is August 4, 2026 - Contact Kaplan Fox
June 18, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
VRRM
Exposures
Financial
Legal
Deadline to Lead in Securities Fraud Lawsuit Against Verra Mobility (NASDAQ: VRRM) is August 4, 2026 - Contact Kaplan Fox
June 18, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
VRRM
Exposures
Financial
Legal
AI-Powered IRS? New Federal Report Maps The Future Of Tax Collection
↗
June 18, 2026
Via
Benzinga
Topics
Artificial Intelligence
Fraud
Exposures
Artificial Intelligence
Legal
Why Are Businesses Increasingly Investing in Deepfake Detection Services and Tools?
↗
June 18, 2026
Via
Talk Markets
Topics
Artificial Intelligence
Fraud
Exposures
Artificial Intelligence
Legal
Securities Class Action Deadline Against AeroVironment, Inc. (NASDAQ: AVAV) - Contact Kaplan Fox Before July 27, 2026
June 18, 2026
Via
NewMediaWire
Topics
Lawsuit
Tickers
AVAV
Exposures
Financial
Legal
Securities Class Action Deadline Against AeroVironment, Inc. (NASDAQ: AVAV) - Contact Kaplan Fox Before July 27, 2026
June 18, 2026
Via
TheNewswire.com
Topics
Lawsuit
Tickers
AVAV
Exposures
Financial
Legal
Trump Settles $100 Million Lawsuit With Niece Who Called Him 'The World's Most Dangerous Man'
↗
June 18, 2026
Via
Benzinga
Topics
Government
Lawsuit
Exposures
Financial
Legal
Political
A Simple Four-Step Routine That Takes the Risk Out of Buying a Used Car
June 18, 2026
Via
BusinesNews Wire
Topics
Product Recall
Exposures
Legal
Product Safety
The Used-Car Surprises That Cost You Most — and How to See Them Coming
June 18, 2026
Via
BusinesNews Wire
Topics
Product Recall
Exposures
Legal
Product Safety
Will Tesla Be Acquired by SpaceX? And Does That Make Tesla Stock a Buy?
↗
June 18, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Lawsuit
Tickers
INTC
SPCX
TSLA
Exposures
Artificial Intelligence
Financial
Legal
Shiba Inu Claps Back At Critics After SEC Approves Crypto ETF That Could Hold SHIB: 'Just A Meme Coin They Said'
↗
June 18, 2026
Via
Benzinga
Topics
ETFs
Regulatory Compliance
Exposures
Legal
Regulatory
BlackSky's CEO Sold Over 15,000 Company Shares. Here's What That Means for Investors.
↗
June 18, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BKSY
Exposures
Legal
Regulatory
Minnesota Probate & Estate Planning Attorney Patrick J. Farley Reveals Real-Life Estate Horror Stories That Could Cost Families Their Inheritance - Spring Lake Park, Minnesota
June 18, 2026
Via
Press Release Distribution Service
Topics
Death
Fraud
Lawsuit
Exposures
Death
Financial
Legal
Data Broker Market 2031: Share, Size, Trends, Demand Analysis
↗
June 18, 2026
Via
Talk Markets
Topics
Artificial Intelligence
Economy
Fraud
Exposures
Artificial Intelligence
Economy
Legal
Data Broker Market 2031 Share Report: Size, Trends, Growth Potential and Outlook
↗
June 18, 2026
Via
Talk Markets
Topics
Artificial Intelligence
Economy
Fraud
Exposures
Artificial Intelligence
Economy
Legal
< Previous
1
2
...
12
13
14
15
16
17
18
19
20
...
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.