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
...
16
17
18
19
20
21
22
23
24
...
99
100
Next >
The $100 Billion Pivot: Why Johnson & Johnson Is My Top Dividend King to Buy in 2026
↗
April 11, 2026
Via
The Motley Fool
Topics
Economy
Intellectual Property
Lawsuit
Tickers
JNJ
Exposures
Economy
Financial
Intellectual Property
These 2 EV Stocks Are Getting No Love Right Now, and That's a Buying Opportunity
↗
April 11, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Bankruptcy
Electric Vehicles
Tickers
RIVN
TSLA
Exposures
Artificial Intelligence
Electric Vehicles
Financial
PINS Investor Alert: Kessler Topaz Meltzer & Check, LLP Encourages PINS Investors With Losses to Contact the Firm
April 11, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
World Trade
Tickers
PINS
Exposures
Financial
Legal
Tariff
PINS Investor Alert: Kessler Topaz Meltzer & Check, LLP Encourages PINS Investors With Losses to Contact the Firm
April 11, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
World Trade
Tickers
PINS
Exposures
Financial
Legal
Tariff
The Regulatory Case for XRP: Why Its Legal Status Changes Everything
↗
April 11, 2026
Via
The Motley Fool
Topics
ETFs
Lawsuit
Regulatory Compliance
Tickers
FIS
Exposures
Financial
Legal
Regulatory
A VP at Box Sold 24,500 Shares. Should Investors Avoid the Stock?
↗
April 11, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BOX
Exposures
Legal
Regulatory
NASDAQ: SLNO: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Fraud Class Action Lawsuit Against Soleno Therapeutics, Inc.
April 11, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Retirement
Tickers
SLNO
Exposures
Financial
Legal
Pension
NASDAQ: SLNO: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Fraud Class Action Lawsuit Against Soleno Therapeutics, Inc.
April 11, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Retirement
Tickers
SLNO
Exposures
Financial
Legal
Pension
Beam Therapeutics' CEO Sold Over 30,000 Company Shares. Here's What This Means for Investors.
↗
April 11, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BEAM
Exposures
Legal
Regulatory
DEADLINE ALERT: Kaplan Fox Alerts Investors to a Securities Class Action Against Corcept Therapeutics, Inc. (NASDAQ: CORT) - Deadline is April 21, 2026
April 11, 2026
Via
TheNewswire.com
Topics
Lawsuit
Tickers
CORT
Exposures
Financial
Legal
Product Safety
DEADLINE ALERT: Kaplan Fox Alerts Investors to a Securities Class Action Against Corcept Therapeutics, Inc. (NASDAQ: CORT) - Deadline is April 21, 2026
April 11, 2026
Via
NewMediaWire
Topics
Lawsuit
Tickers
CORT
Exposures
Financial
Legal
Product Safety
Triple Flag Precious Metals (NYSE:TFPM) Emerges as a Prime GARP Investment Candidate
↗
April 11, 2026
Via
Chartmill
Topics
Bankruptcy
Tickers
TFPM
Exposures
Financial
Legal
Kaplan Fox Alerts Investors to a Deadline for a Securities Fraud Class Action Lawsuit Against Driven Brands Holdings Inc. (NASDAQ: DRVN) - Contact Kaplan Fox Before May 8, 2026
April 11, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Regulatory Compliance
Tickers
DRVN
Exposures
Financial
Legal
Regulatory
Kaplan Fox Alerts Investors to a Deadline for a Securities Fraud Class Action Lawsuit Against Driven Brands Holdings Inc. (NASDAQ: DRVN) - Contact Kaplan Fox Before May 8, 2026
April 11, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Regulatory Compliance
Tickers
DRVN
Exposures
Financial
Legal
Regulatory
IMMUNITYBIO Deadline to Lead in Securities Class Action Lawsuit is May 26, 2026 - Contact Kaplan Fox
April 11, 2026
Via
TheNewswire.com
Topics
Lawsuit
Tickers
IBRX
Exposures
Financial
Legal
Product Safety
IMMUNITYBIO Deadline to Lead in Securities Class Action Lawsuit is May 26, 2026 - Contact Kaplan Fox
April 11, 2026
Via
NewMediaWire
Topics
Lawsuit
Tickers
IBRX
Exposures
Financial
Legal
Product Safety
Here's What Happens When You File for Bankruptcy
↗
April 11, 2026
Via
The Motley Fool
Topics
Bankruptcy
Exposures
Financial
Legal
The Credit Card Strategy That Feels Illegal (but Isn't)
↗
April 11, 2026
Via
The Motley Fool
Topics
Credit Cards
Law Enforcement
Exposures
Interest Rates
Legal
NEXTPOWER INC-CL A (NASDAQ:NXT): A Strong Growth Stock with a Bullish Technical Setup
↗
April 11, 2026
Via
Chartmill
Topics
Bankruptcy
Tickers
NXT
Exposures
Financial
Legal
IBM Pays $17 Million To Settle DEI Allegations In DOJ's First False Claims Act Win
↗
April 11, 2026
Via
Benzinga
Topics
Fraud
Tickers
IBM
Exposures
Legal
Striking Beauties Boxing & Fitness Launches Women-Only Franchise
April 10, 2026
Via
Press Release Distribution Service
Topics
Product Recall
Exposures
Legal
Product Safety
New Crypto Pepeto Advancement Update While Dogecoin Price Prediction Waits on Elon Musk to Push DOGE Past $1
April 10, 2026
Via
First Publisher
Topics
ETFs
Regulatory Compliance
Exposures
Legal
Regulatory
The End of the Windfall: Why JPMorgan Chase’s $104.5 Billion NII Target Signals a New Era of "Fee-Based" Dominance
April 10, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Earnings
Tickers
BAC
GS
JPM
WFC
Exposures
Artificial Intelligence
Economy
Financial
Wall Street’s $5 Billion Fee Bonanza: The IPO Renaissance of 2026 is Finally Here
April 10, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
GS
JPM
MS
SHAZ
Exposures
Artificial Intelligence
Interest Rates
Legal
ImmunityBio, Inc. (IBRX) Class Action Lawsuit Seeks Recovery for Investors; May 26, 2026, Deadline - Contact Kessler Topaz Meltzer & Check, LLP
April 10, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
IBRX
Exposures
Financial
Legal
ImmunityBio, Inc. (IBRX) Class Action Lawsuit Seeks Recovery for Investors; May 26, 2026, Deadline - Contact Kessler Topaz Meltzer & Check, LLP
April 10, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
IBRX
Exposures
Financial
Legal
NASDAQ: GEMI: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Fraud Class Action Lawsuit Against Gemini Space Station, Inc.
April 10, 2026
Via
TheNewswire.com
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
GEMI
Exposures
Financial
Legal
Securities Market
NASDAQ: GEMI: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Fraud Class Action Lawsuit Against Gemini Space Station, Inc.
April 10, 2026
Via
NewMediaWire
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
GEMI
Exposures
Financial
Legal
Securities Market
Insight Wealth Just Bought a $26.9 Million Opening Stake in VPLS
↗
April 10, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
CVX
VCLT
VPLS
Exposures
Debt Markets
Legal
Regulatory
Driven Brands Holdings Inc. (DRVN) Investors: May 8, 2026, Deadline in Securities Fraud Class Action Lawsuits
April 10, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
DRVN
Exposures
Financial
Legal
< Previous
1
2
...
16
17
18
19
20
21
22
23
24
...
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.