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
...
26
27
28
29
30
31
32
33
34
...
99
100
Next >
HDFC Bank Limited Securities Fraud Class Action Result of Deceptive Interest Payments and Approximately 4% Stock Decline - Investors May Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
August 24, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
HDB
Exposures
Financial
Legal
EquipmentShare.com Inc. Notice of September 21, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
August 24, 2026
Via
Newsfile
Topics
Initial Public Offering
Lawsuit
Tickers
EQPT
Exposures
Financial
Legal
Securities Market
Cogent Communications Holdings Securities Fraud Class Action Result of Undisclosed Demand and Backlog Issues and Approximately 29% Stock Decline - Investors May Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
August 24, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
CCOI
Exposures
Financial
Legal
Capricor Therapeutics, Inc. Notice of September 28, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
August 24, 2026
Via
Newsfile
Topics
Lawsuit
Tickers
CAPR
SAP
Exposures
Financial
Legal
Product Safety
Avis Budget Group, Inc. Notice of September 29, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
August 24, 2026
Via
Newsfile
Topics
Lawsuit
Tickers
CAR
Exposures
Financial
Legal
WMCU Selects Scienaptic AI to Fortify Fraud Defenses and Enhance Loan Decisioning
August 24, 2026
Via
PRLog
Topics
Artificial Intelligence
Fraud
Exposures
Artificial Intelligence
Legal
Rivian CFO Claire McDonough Sells Shares. Should Investors Follow Her Lead?
↗
August 24, 2026
Via
The Motley Fool
Topics
Electric Vehicles
Regulatory Compliance
Tickers
AMZN
RIVN
Exposures
Electric Vehicles
Legal
Regulatory
California Accuses Paramount Of 'A Lack Of Good Faith;' Calls Off Settlement Talks
↗
August 24, 2026
Via
Investor's Business Daily
Topics
Lawsuit
Exposures
Financial
Legal
Insulet CEO Ashley McEvoy Buys $160,000 in Shares After 55% Stock Decline. What Is This Telling Investors?
↗
August 24, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
PODD
Exposures
Legal
Regulatory
How Can AI Improve Travel App Development?
↗
August 24, 2026
Via
Talk Markets
Topics
Artificial Intelligence
Fraud
Exposures
Artificial Intelligence
Legal
Mondelez CEO Dirk Van De Put Sells 134,000 Shares for $8.5 Million
↗
August 24, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
MDLZ
Exposures
Legal
Regulatory
Mold Is Becoming a Costly New Headache for Homebuilders — D.R. Horton and Lennar Are Paying the Price
↗
August 24, 2026
Via
Benzinga
Topics
Lawsuit
Exposures
Financial
Legal
Hyatt Hotels Director Susan Kronick Sells 1,700 Shares
↗
August 24, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
H
Exposures
Legal
Regulatory
Medicare Could Run Out of Money in 7 Years — Dr. Oz Says Trump Has a Plan to Make It Last Twice as Long
↗
August 24, 2026
Via
Benzinga
Topics
Artificial Intelligence
Fraud
Government
Exposures
Artificial Intelligence
Legal
Political
Adia Med Inc. Engages Lucosky Brookman LLP as Legal Counsel for Planned NASDAQ Uplisting
August 24, 2026
Via
Newsfile
Topics
Regulatory Compliance
Tickers
ADIA
Exposures
Legal
Regulatory
Data Analytics for Fintech: Benefits & Use Cases
↗
August 24, 2026
Via
Talk Markets
Topics
Fraud
Exposures
Legal
Best Cloaker for Google Ads: Campaign Protection Guide 2026
↗
August 24, 2026
Via
Talk Markets
Topics
Fraud
Tickers
GOOG
GOOGL
Exposures
Legal
The Clarity Act Is on Hold, but the SEC Is Picking Up the Slack. Here's the Latest Outlook on Crypto Regulation.
↗
August 24, 2026
Via
The Motley Fool
Topics
Government
Regulatory Compliance
Tickers
COIN
CRM
HOOD
Exposures
Legal
Political
Regulatory
This Lumentum Insider Sold $1.6 Million in Stock. Here's What Long-Term Investors Should Know
↗
August 24, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
LITE
Exposures
Legal
Regulatory
Why Torque Meters Are Essential for Accurate Torque Measurement
August 24, 2026
Via
PulseBulletin.com
Topics
Product Recall
Exposures
Legal
Product Safety
A Lumentum VP Just Parted With $10 Million in Stock. Here's What Long-Term Investors Should Know
↗
August 24, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
LITE
Exposures
Legal
Regulatory
A Lumentum Executive Sold 2,000 Shares Under a Plan He Filed in May. Here's What to Know
↗
August 24, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
LITE
Exposures
Legal
Regulatory
What to Know About the CFO of Lumentum's Latest Insider Transaction Filing
↗
August 24, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
LITE
Exposures
Legal
Regulatory
Lumentum's CEO Parted With 6,185 Shares in August. Here's What Long-Term Investors Should Know
↗
August 24, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
LITE
Exposures
Legal
Regulatory
Inside Today’s THC Market: RSO Gummies, 2G Carts, Delta 9 Distillate & More
↗
August 24, 2026
Via
Talk Markets
Topics
Cannabis
Law Enforcement
Exposures
Cannabis
Legal
Li Lu, "the Chinese Warren Buffett," Has Invested 70% of Himalaya's Capital in Just 2 Stocks
↗
August 24, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Lawsuit
Tickers
AAPL
BABA
BRK-A
BRK-B
GOOG
GOOGL
Exposures
Artificial Intelligence
Financial
Legal
AI Detector Market Opportunities in Advertising and Brand Protection
↗
August 24, 2026
Via
Talk Markets
Topics
Artificial Intelligence
Fraud
Intellectual Property
Exposures
Artificial Intelligence
Intellectual Property
Legal
Fastly's CFO Sells Over 148,000 Shares Worth $4.2 Million. Here's What That Means for Investors.
↗
August 24, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
FSLY
Exposures
Legal
Regulatory
Atlassian's Chief Accounting Officer Sells Over 1,000 Shares as the Stock Surges 30% After Earnings
↗
August 24, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
TEAM
Exposures
Legal
Regulatory
IMAX's CTO Sells 15,000 Shares, Reducing His Stake by a Substantial 26% as the Stock Soars
↗
August 23, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
IMAX
Exposures
Legal
Regulatory
< Previous
1
2
...
26
27
28
29
30
31
32
33
34
...
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.