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 >
71-Year-Old Remarries With $2.5 Million In Assets — Now Both Sets Of Adult Kids Want To Know What's In The Will
↗
Today 21:00 EDT
Via
Benzinga
Topics
Retirement
Exposures
Pension
I’m Considering This 7.7%-Yielding TSX Stock for Passive Income
↗
Today 21:00 EDT
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Exposures
Artificial Intelligence
Pension
Here's What Retirement Could Look Like for a 65-Year-Old With Average Savings, Plus Social Security
↗
Today 20:50 EDT
Via
The Motley Fool
Topics
Economy
Retirement
Tickers
FIS
Exposures
Interest Rates
Pension
TFSA Pension: How to Average $363 Per Month in Tax-Free Passive Income
↗
Today 20:30 EDT
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Exposures
Artificial Intelligence
Pension
The Top Dividend Stocks in Canada for Retirees
↗
Today 20:15 EDT
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Retirement
Tickers
TSX:FTS
Exposures
Artificial Intelligence
Fossil Fuels
Pension
SoHo63 Examines Rising Demand for Unique Wedding Venues Amid Shifting Event Trends
Today 19:50 EDT
Via
Press Advantage
Topics
Retirement
Exposures
Pension
Kaplan Fox is Investigating Alignment Healthcare, Inc. (NASDAQ: ALHC) for Potential Securities Law Violations
Today 19:00 EDT
Via
NewMediaWire
Topics
Lawsuit
Retirement
Whistleblower
Tickers
ALHC
BAC
Exposures
Financial
Legal
Pension
Mizner Country Club Makes Employee Wellness A Club-Wide Priority
Today 18:18 EDT
Via
PRLog
Topics
Retirement
Tickers
GM
Exposures
Pension
Jessa Victor Shares Practical Strategies for Lawyers Facing Practice-Threatening Problems
Today 18:00 EDT
Via
Law Firm Newswire
Topics
Retirement
Exposures
Pension
Kaplan Fox Reminds Investors of PROCEPT BioRobotics Corporation (NASDAQ: PRCT) to a Securities Class Action Deadline - Contact the Firm Before September 22, 2026
Today 17:15 EDT
Via
NewMediaWire
Topics
Lawsuit
Retirement
Tickers
BAC
PRCT
Exposures
Financial
Legal
Pension
The Average 401(k) Balance Is $155,800. Here's What That Doesn't Tell You.
↗
Today 16:20 EDT
Via
The Motley Fool
Topics
Economy
Retirement
Tickers
FIS
Exposures
Interest Rates
Pension
50 or Older? Forgetting About This 2026 401(k) Rule Change Could Cost You Big-Time.
↗
Today 14:20 EDT
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Primoris Services Corporation Notice of September 21, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
Today 13:28 EDT
Via
Newsfile
Topics
Lawsuit
Retirement
Tickers
PRIM
Exposures
Financial
Legal
Pension
Aon’s $17B USI Deal Targets Middle-Market Insurance Dominance
↗
Today 13:01 EDT
Via
MarketBeat
Topics
Retirement
Tickers
AON
Exposures
Pension
Marc Chaikin Income Acceleration Project: Smart Money Event
Today 12:25 EDT
Via
AB Newswire
Topics
Bonds
Retirement
Exposures
Debt Markets
Pension
Here’s How I’m Building My Own Pension With Dividend Stocks
↗
Today 11:45 EDT
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Exposures
Artificial Intelligence
Pension
The 2027 Social Security COLA Is Shaping Up to Be the Largest Since 2023. Here's What That Means for You.
↗
Today 11:20 EDT
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Is Your TFSA Big Enough to Retire Comfortably?
↗
Today 10:00 EDT
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Tickers
TSX:SU
Exposures
Artificial Intelligence
Pension
Social Security at 62 Isn't Always a Disaster. Here's When It Could Work Out.
↗
Today 4:08 EDT
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Finance and HR Software Stocks Q2 In Review: Flywire (NASDAQ:FLYW) Vs Peers
August 30, 2026
Via
StockStory
Topics
Retirement
Tickers
FLYW
PAYC
Exposures
Pension
Is $12,000 a Month Enough to Live an Upper-Class Life in Retirement? Here’s the Nest Egg You Actually Need
↗
August 30, 2026
Via
Benzinga
Topics
Retirement
Exposures
Pension
Facing RMDs in Retirement? 2 Key Moves to Reduce Your Financial Stress.
↗
August 30, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
The Retirement Risk Most Investors Overlook Could Leave You With Too Much
↗
August 30, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
US Debt Hits $40 Trillion: What It Means For Your Money
↗
August 30, 2026
Via
Benzinga
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
3 Social Security Rules Too Many Retirees Don't Know About
↗
August 30, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
This “Boring” Utility Stock Is Suddenly Very Profitable
↗
August 30, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Tickers
TSX:ALA
Exposures
Artificial Intelligence
Pension
Here's How Long It Actually Takes to Build a $1 Million Portfolio, According to History
↗
August 30, 2026
Via
The Motley Fool
Topics
ETFs
Economy
Retirement
Tickers
VOO
Exposures
Economy
Pension
Here's My 3-Part Plan for Turning a Bloom Energy Stake Into Real Retirement Income
↗
August 30, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Tickers
BE
Exposures
Artificial Intelligence
Pension
The Expected Social Security COLA for 2027 Slips as Inflation Cools -- Here's What It Means for Your Check
↗
August 30, 2026
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
If You Haven't Done This Calculation, You're Not Ready to Claim Social Security
↗
August 30, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
< 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.