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
...
11
12
13
14
15
16
17
18
19
...
99
100
Next >
This Is the Average Social Security Benefit for Age 67
↗
January 18, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
The One Thing You Can't Do With Your RMD
↗
January 18, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Here's What a Hospital Stay Might Cost Medicare Enrollees in 2026
↗
January 18, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
2 Things Could Happen to Your Social Security if You Keep Working After Retirement
↗
January 18, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
3 No-Brainer Dividend Stocks to Buy Right Now
↗
January 18, 2026
Via
The Motley Fool
Topics
Retirement
Tickers
EPD
O
PEP
Exposures
Pension
6 Excellent Ways to Use Your Required Minimum Distributions (RMDs)
↗
January 18, 2026
Via
The Motley Fool
Topics
Credit Cards
Retirement
Exposures
Interest Rates
Pension
How Much Is the Required Minimum Distribution if You Have $500,000 in Your Retirement Account?
↗
January 18, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
I'm Not Counting on Social Security COLAs to Carry Me Through Retirement. Here's What I'm Doing to Combat Inflation Instead.
↗
January 18, 2026
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Economy
Interest Rates
Pension
9 Retirement Strategies for Making the Most of Your Required Minimum Distribution (RMD)
↗
January 18, 2026
Via
The Motley Fool
Topics
Credit Cards
Retirement
Exposures
Interest Rates
Pension
This 2026 Social Security Change Seems Like Bad News. It Isn't.
↗
January 18, 2026
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
How Investing Just $6.66 a Day Could Make You a Millionaire by Retirement
↗
January 18, 2026
Via
The Motley Fool
Topics
ETFs
Retirement
Tickers
VOO
VTI
Exposures
Pension
3 Ways to Get More Social Security in 2026
↗
January 18, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Want a Higher Retirement Withdrawal Rate Than 4%? Here's What You Need to Do
↗
January 17, 2026
Via
The Motley Fool
Topics
Bonds
Economy
Retirement
Exposures
Debt Markets
Interest Rates
Pension
2 Ways to Boost Your Retirement Income in 2026
↗
January 17, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
3 Things All Workers Aged 50 and Older Need to Know About Their 401(k)s in 2026
↗
January 17, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Most Americans Claim Social Security at the Wrong Age -- Are You One of Them?
↗
January 17, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
There Are 382 Billion Reasons Why I'm Not Worried About Berkshire Hathaway After Buffett's Retirement in 2025
↗
January 17, 2026
Via
The Motley Fool
Topics
Retirement
Tickers
BRK
BRK-A
BRK-B
ORCL
Exposures
Pension
Retired and in Credit Card Debt? Here's What You Can Do.
↗
January 17, 2026
Via
The Motley Fool
Topics
Bankruptcy
Credit Cards
Retirement
Exposures
Financial
Interest Rates
Legal
Social Security's Maximum Monthly Benefit Is Out of Reach for Most Retirees. Here's Why
↗
January 17, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
If I Could Only Buy and Hold a Single Stock, This Would Be It.
↗
January 17, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Tickers
BAM
BBU
BBUC
BE
BEP
BEPC
Exposures
Artificial Intelligence
Pension
Information to Gather if You're Divorcing After 50
↗
January 17, 2026
Via
The Motley Fool
Topics
Bonds
Credit Cards
Intellectual Property
Exposures
Debt Markets
Intellectual Property
Interest Rates
Gold and Silver Regain Attention as Retirement Savers Seek Stability in 2025
January 17, 2026
Via
Worldnewswire
Topics
Bonds
Economy
Retirement
Exposures
Debt Markets
Interest Rates
Pension
11 Vanguard ETFs to Buy With $1,000 in 2026 and Hold Forever
↗
January 16, 2026
Via
The Motley Fool
Topics
ETFs
Retirement
Tickers
VOO
Exposures
Pension
ABSHOF Financial Services Introduces True Holistic Retirment and Estate Planning Services
January 16, 2026
Via
Get News
Topics
Retirement
Exposures
Pension
Student EB5 Launches Free Financial Feasibility Calculator to Help Prospective Investors Assess EB-5 Visa Eligibility
January 16, 2026
Via
AB Newswire
Topics
Immigration
Retirement
Tickers
V
Exposures
Immigration
Pension
1 Surprising Way You Could Lose Out on Social Security in 2026
↗
January 16, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Why Atlassian (TEAM) Stock Is Nosediving
January 16, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Retirement
Tickers
ASX:MQG
AVGO
MSFT
NVDA
TEAM
Exposures
Artificial Intelligence
Interest Rates
Pension
Greg DuPont, Founder of Advocate Wealth Solutions, Interviewed on the Influential Entrepreneurs Podcast, Discussing Avoiding Unintended Consequences
January 16, 2026
Via
Get News
Topics
Retirement
Exposures
Pension
Could a Credit Union Be the Only Financial Institution You Need in Retirement?
↗
January 16, 2026
Via
The Motley Fool
Topics
Credit Cards
Retirement
Exposures
Interest Rates
Pension
I've Been Saving for Retirement Since My Early 20s. Here's 1 Thing I Wish I Would've Done Differently.
↗
January 16, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
< Previous
1
2
...
11
12
13
14
15
16
17
18
19
...
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.