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 >
Robinhood Is Being Considered For the New Federal "Trump Accounts." Here Is What Investors Need to Know.
↗
February 04, 2026
Via
The Motley Fool
Topics
Government
Retirement
Tickers
HOOD
Exposures
Pension
Political
Elon Musk Says AI Will Make Saving for Retirement Unnecessary. Experts Say That's Wrong
↗
February 04, 2026
Via
Benzinga
Topics
Artificial Intelligence
Retirement
Exposures
Artificial Intelligence
Pension
Bill Wilson, President of Wilson Financial Group, Interviewed on the Influential Entrepreneurs Podcast Discussing How to Create Sustainable Income
February 04, 2026
Via
Authority Press Wire
Topics
Retirement
Exposures
Pension
Why T. Rowe Price (TROW) Shares Are Sliding Today
February 04, 2026
Via
StockStory
Topics
Artificial Intelligence
Retirement
Supply Chain
Tickers
GS
NVDA
TROW
Exposures
Artificial Intelligence
Pension
Supply Chain
UnitedHealth Group Just Received More Bad News. Here's What Investors Should Know.
↗
February 04, 2026
Via
The Motley Fool
Topics
Retirement
Tickers
UNH
Exposures
Pension
PRU Q4 Deep Dive: Japan Sales Suspension and Asset Management Outflows Shape Outlook
February 04, 2026
Via
StockStory
Topics
Retirement
Tickers
PRU
Exposures
Pension
Here's Exactly Who Qualifies for the Maximum Social Security Benefit in 2026
↗
February 04, 2026
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
University of Los Angeles College of Divinity Announces the Retirement of Coach Michael Miller
February 04, 2026
Via
Send2Press
Topics
Retirement
Exposures
Pension
VOYA Q4 Deep Dive: Margin Gains and Stop Loss Uncertainty Shape Outlook
February 04, 2026
Via
StockStory
Topics
Retirement
Tickers
VOYA
Exposures
Pension
Is Your State 1 of the 8 That Tax Social Security?
↗
February 04, 2026
Via
The Motley Fool
Topics
Bonds
Retirement
Exposures
Debt Markets
Pension
Nervous to Invest Your Retirement Savings in Stocks? Here's What Might Happen if You Don't.
↗
February 04, 2026
Via
The Motley Fool
Topics
Bonds
Retirement
Exposures
Debt Markets
Pension
InvestorNewsBreaks – Branded Legacy, Inc. (OTC: BLEG) Retires Four Legacy Convertible Notes to Reduce Dilution Risk
February 04, 2026
Via
Investor Brand Network
Topics
Retirement
Tickers
BLEG
Exposures
Pension
Cox Strategic Wealth Announces Strategic Retirement Planning Focus Centered on Income, Tax, and Social Security Coordination
February 04, 2026
Via
Get News
Topics
Retirement
Exposures
Pension
T. Rowe Price (NASDAQ:TROW) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings
February 04, 2026
Via
StockStory
Topics
Artificial Intelligence
Retirement
Tickers
KO
MSFT
TROW
Exposures
Artificial Intelligence
Pension
This Could Be the Easiest Way to Get Tax-Free Income in Retirement
↗
February 04, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
How Much Is Your Required Minimum Distribution With $462,410 in Your Retirement Account?
↗
February 04, 2026
Via
The Motley Fool
Topics
Bonds
Retirement
Exposures
Debt Markets
Pension
What Happens to Your Social Security Benefit When Your Spouse Dies?
↗
February 04, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Claiming Social Security Early Because of Poor Health? It May Not Be a Good Idea for This Reason.
↗
February 04, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Why Robinhood Stock Dropped 12% in January
↗
February 04, 2026
Via
The Motley Fool
Topics
Credit Cards
Retirement
Tickers
HOOD
Exposures
Interest Rates
Pension
Experienced Probate And Estate Planning Attorney Michael Smith Exposes Hidden Tax Traps Families Face During Probate – Savannah, GA
February 04, 2026
Via
Press Release Distribution Service
Topics
Retirement
Exposures
Pension
My Financial Life Announces Full Client Model Expansion
February 03, 2026
Via
Press Release Distribution Service
Topics
Retirement
Exposures
Pension
Chuck Ternent Reflects on a Career of Public Safety Leadership and Ongoing Community Recovery Work
February 03, 2026
Via
Get News
Topics
Retirement
Exposures
COVID-19
Pension
Interview with Shawn Mercer, Founder of Mercer Financial Group, on the Influential Entrepreneurs Podcast, Discussing Longevity Risk – Outliving Your Savings
February 03, 2026
Via
Get News
Topics
Retirement
Exposures
Pension
Randy Hux Founder & President of Hux Capital Management, On the Influential Entrepreneurs Podcast Discussing Securing Financial Future Through Holistic Planning
February 03, 2026
Via
Get News
Topics
Retirement
Exposures
Pension
Harper Coffee Company Launches to Deliver Roast-to-Order Specialty Coffee Nationwide
February 03, 2026
Via
AB Newswire
Topics
Retirement
Exposures
Pension
Nearing Retirement? 4 Ways to Catch Up on Savings if You're Behind.
↗
February 03, 2026
Via
The Motley Fool
Topics
Retirement
Tickers
FIS
Exposures
Pension
Prudential (NYSE:PRU) Reports Q4 CY2025 In Line With Expectations
February 03, 2026
Via
StockStory
Topics
Retirement
Tickers
PRU
Exposures
Pension
Voya Financial’s (NYSE:VOYA) Q4 CY2025: Beats On Revenue
February 03, 2026
Via
StockStory
Topics
Retirement
Tickers
VOYA
Exposures
Pension
Horace Mann Educators (NYSE:HMN) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings
February 03, 2026
Via
StockStory
Topics
Retirement
Tickers
HMN
Exposures
Pension
Need to Cut Back on Retirement Savings This Year? At Least Aim to Do This.
↗
February 03, 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.