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 >
Kratter Files Motion to Remand Spotify Case Back to State Court After State‑Court Amendment and Federal Removal
July 02, 2026
Via
24-7 Press Release
Topics
Lawsuit
Tickers
SPOT
Exposures
Financial
Legal
Oruka Therapeutics Shares Drop After Hours After Fairmount Unloads 3.55 Million Shares
↗
July 02, 2026
Via
Benzinga
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
3 Small-Cap Stocks We Keep Off Our Radar
July 02, 2026
Via
StockStory
Topics
Regulatory Compliance
Tickers
ANGI
DFIN
IAC
LKFN
Exposures
Legal
Regulatory
Q1 Earnings Highs And Lows: UnitedHealth (NYSE:UNH) Vs The Rest Of The Health Insurance Providers Stocks
July 01, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Fraud
Tickers
CVS
UNH
Exposures
Artificial Intelligence
Interest Rates
Legal
Spotting Winners: Clover Health (NASDAQ:CLOV) And Health Insurance Providers Stocks In Q1
July 01, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Fraud
Tickers
CLOV
Exposures
Artificial Intelligence
Interest Rates
Legal
Acclaimed Author Gabriela Reyes Chvez Unveils Powerful Crime Thriller Shadows Edge The Dark Path of a Life Without Regret
July 01, 2026
Via
Get News
Topics
Artificial Intelligence
Law Enforcement
Tickers
AMZN
Exposures
Artificial Intelligence
Legal
Everstone Law Offers Criminal Defence Lawyer Services Across Ontario
July 01, 2026
Via
AB Newswire
Topics
Fraud
Immigration
Exposures
Immigration
Legal
Ditto Transcripts Earns Top Authority Position as America’s Most Trusted Full-Service Transcription Company
July 01, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Criminal
Legal
Zillow Group Securities Fraud Class Action Arising from Alleged Anticompetitive Agreement and Related Regulatory Risks - Investors May Contact Lewis Kahn, Esq., at Kahn Swick & Foti, LLC
July 01, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
Z
ZG
Exposures
Financial
Legal
PicS N.V. Notice of August 4, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
July 01, 2026
Via
Newsfile
Topics
Initial Public Offering
Lawsuit
Tickers
PICS
Exposures
Financial
Legal
Securities Market
Via Transportation, Inc. Securities Class Action Result of Undisclosed Growth Obstacles and Approximately 70% Stock Decline - Investors May Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
July 01, 2026
Via
Newsfile
Topics
Initial Public Offering
Lawsuit
Regulatory Compliance
Tickers
VIA
Exposures
Financial
Legal
Regulatory
Sportradar Securities Fraud Class Action Result of Compliance Misrepresentations and 22% Stock Decline - Investors May Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
July 01, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
SRAD
Exposures
Financial
Legal
Erasca, Inc. Notice of August 10, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
July 01, 2026
Via
Newsfile
Topics
Intellectual Property
Lawsuit
Tickers
ERAS
Exposures
Financial
Intellectual Property
Legal
Futu Holdings Limited Securities Fraud Class Action Result of Undisclosed Regulatory Compliance Failures and Approximately 32% Stock Decline - Investors may Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
July 01, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
FUTU
Exposures
Financial
Legal
Hub Group, Inc. Securities Fraud Class Action Result of Erroneous Financial Statements and Approximately 31% Stock Decline - Investors May Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
July 01, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Regulatory Compliance
Tickers
HUBG
Exposures
Financial
Legal
Regulatory
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
July 01, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
WGS
Exposures
Financial
Legal
AeroVironment, Inc. Notice of July 27, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
July 01, 2026
Via
Newsfile
Topics
Lawsuit
Tickers
AVAV
Exposures
Financial
Legal
Is Ford Stock a Buy Right Now While It's Down From Its Peak?
↗
July 01, 2026
Via
The Motley Fool
Topics
Product Recall
World Trade
Tickers
F
Exposures
Legal
Product Safety
Tariff
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
July 01, 2026
Via
Newsfile
Topics
Lawsuit
Tickers
ADMA
Exposures
Financial
Legal
Google Takes One-Two Antitrust Punch: Yelp Win, $1.5 Billion Klarna Ruling
↗
July 01, 2026
Via
Benzinga
Topics
Lawsuit
Tickers
GOOG
GOOGL
Exposures
Financial
Legal
BETA Technologies' President Sells 45K Shares
↗
July 01, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BETA
Exposures
Legal
Regulatory
Cadre Holdings CEO and Chairman Sells 75,000 Shares. Should You Sell CDRE Too?
↗
July 01, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CDRE
Exposures
Legal
Regulatory
Tarsus Pharmaceuticals Stock Drops as Short Seller Alleges Illegal Copay Scheme
↗
July 01, 2026
Via
Benzinga
Topics
Law Enforcement
Tickers
TARS
Exposures
Legal
Michael Clanin, Certified Financial Fiduciary® of Safe Money Solutions, Shares How to Build Tax-Free Wealth and Control Financial Futures on TV’s Morning Blend
July 01, 2026
Via
Get News
Topics
Economy
Lawsuit
Exposures
Financial
Interest Rates
Legal
Adeia Stock Drops After Company Sues FuboTV Over Streaming Patents
↗
July 01, 2026
Via
Benzinga
Topics
Intellectual Property
Lawsuit
Exposures
Financial
Intellectual Property
Legal
Siam Legal Phuket Issues Advisory as Foreign Property Demand Holds Firm Despite Crackdown
July 01, 2026
Via
Press Advantage
Topics
Artificial Intelligence
Law Enforcement
Exposures
Artificial Intelligence
Legal
Pampa Energia Founder Buys 288,000 Shares. Does That Make PAM a Stock to Buy?
↗
July 01, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
PAM
Exposures
Legal
Regulatory
OKRCOIN Advances Platform Compliance Upgrades
July 01, 2026
Via
GlobePRwire
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
OKRCOIN Completes Relevant SEC Filing
July 01, 2026
Via
GlobePRwire
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
New Jersey DUI Defense Attorney Rachel Kugel Explains How Controlled Substance Impairment Cases Are Prosecuted Without a Per Se Limit
July 01, 2026
Via
GetFeatured
Topics
Law Enforcement
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.