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
...
13
14
15
16
17
18
19
20
21
...
99
100
Next >
Buy Now, Pay Later and How It Can Sink Your Retirement Budget
October 03, 2025
Via
The Motley Fool
Topics
Credit Cards
Retirement
Exposures
Interest Rates
Pension
Relying on the 4% Rule in Retirement? In These Situations, You Shouldn't
October 03, 2025
Via
The Motley Fool
Topics
Bonds
Economy
Retirement
Exposures
Debt Markets
Interest Rates
Pension
Understanding Your Paycheck: Why You Should Use an Online Net Salary Calculator
October 03, 2025
Via
GlobePRwire
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
3 Volatile Stocks with Open Questions
October 03, 2025
Via
StockStory
Topics
Retirement
Tickers
AIG
CRBG
GNK
SBUX
Exposures
Pension
BlackRock Capital Allocation Trust Declares Robust Monthly Distribution, Signaling Confidence Amidst Market Volatility
October 02, 2025
Via
MarketMinute
Topics
ETFs
Economy
Retirement
Tickers
BCAT
BLK
Exposures
Interest Rates
Pension
BenaVest Partners with Wellpoint/Elevance to Offer ACA Health Coverage Options in Washington
October 02, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
BlackRock Core Bond Trust Declares Monthly Distribution, Signaling Stability in Fixed Income
October 02, 2025
Via
MarketMinute
Topics
Bonds
Economy
Retirement
Tickers
BHK
BLK
Exposures
Debt Markets
Interest Rates
Pension
BlackRock BUI Declares Monthly Distribution: A Steady Hand in Volatile Markets
October 02, 2025
Via
MarketMinute
Topics
Economy
Retirement
Tickers
AWK
BLK
BUI
DUK
NEE
Exposures
Interest Rates
Pension
BlackRock Health Sciences Trust Declares Robust Monthly Distribution, Signaling Stability in Healthcare Investments
October 02, 2025
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Intellectual Property
Tickers
BLK
BME
Exposures
Artificial Intelligence
Intellectual Property
Pension
SlothClock Launches: A Cute, Free Way to Countdown Life’s Biggest Moments
October 02, 2025
Via
AB Newswire
Topics
Retirement
Tickers
AAPL
Exposures
Pension
PennantPark Floating Rate Capital Ltd. Affirms Investor Confidence with Consistent Monthly Distribution
October 02, 2025
Via
MarketMinute
Topics
Economy
Retirement
Tickers
ARCC
GBDC
MAIN
PFLT
PSEC
Exposures
Economy
Pension
Publix Sweetens the Deal for Employee-Owners with 11.05-Cent Fourth-Quarter Stock Dividend
October 02, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Retirement
Tickers
ACI
KR
WMT
Exposures
Artificial Intelligence
Pension
Acadia Healthcare (ACHC): Navigating Growth, Activism, and Regulatory Headwinds
October 02, 2025
Via
PredictStreet
Topics
Initial Public Offering
Regulatory Compliance
Retirement
Tickers
ACHC
BAC
F
Exposures
Legal
Pension
Regulatory
TEN Ltd. Affirms Investor Confidence with Latest Series F Preferred Share Dividend Declaration
October 02, 2025
Via
MarketMinute
Topics
Retirement
Tickers
TEN
Exposures
Fossil Fuels
Pension
Publix Declares 11.05-Cent Fourth-Quarter Dividend, Reinforcing Employee Ownership Model Amidst Shifting Market
October 02, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
Tickers
ACI
KR
TGT
WMT
Exposures
Artificial Intelligence
Interest Rates
Pension
Bitcoin Shatters $120K Barrier, Igniting “Uptober” Optimism and Signaling Maturing Market
October 02, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Tickers
DB
JPM
Exposures
Artificial Intelligence
Interest Rates
Pension
San Antonio Family Law and Divorce Attorney Linda Leeser Releases Comprehensive Pre-Divorce Planning Checklist
October 02, 2025
Via
AB Newswire
Topics
Retirement
Exposures
Pension
Semiconductor Industry Confronts Deepening Global Talent Chasm, Threatening Innovation and Supply Chain Stability in 2025
October 02, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Retirement
Tickers
AAPL
AMD
INTC
MRVL
NVDA
NXPI
Exposures
Artificial Intelligence
Pension
Supply Chain
Microsoft Stock Hits Stride in 2025—How Much More Can It Run?
October 02, 2025
Via
MarketBeat
Topics
Artificial Intelligence
Retirement
Tickers
MSFT
Exposures
Artificial Intelligence
Pension
Here's Exactly What the 2026 Social Security COLA Could Mean to the Average Retiree
October 02, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Social Security Commissioner: "Everything's Being Considered" to Avoid a 24% Benefit Cut
October 02, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
The 1 Retirement Expense You Risk Forgetting -- but Can't Afford To
October 02, 2025
Via
The Motley Fool
Topics
Bonds
Retirement
Exposures
Debt Markets
Pension
Here's How Much Today's Wealthiest Social Security Beneficiaries Could Get in 2026
October 02, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
There's an Easy Way to Boost Your Social Security Checks -- but Can You Pull It Off?
October 02, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
1 Profitable Stock on Our Buy List and 2 We Turn Down
October 02, 2025
Via
StockStory
Topics
Retirement
Tickers
AKAM
AWI
TROW
Exposures
Pension
1 S&P 500 Stock with Solid Fundamentals and 2 Facing Headwinds
October 02, 2025
Via
StockStory
Topics
Retirement
Stocks
Tickers
LEN
SHW
TJX
Exposures
Pension
US Equities
3 Stocks Under $50 with Open Questions
October 02, 2025
Via
StockStory
Topics
Retirement
Tickers
CNMD
HI
HMN
Exposures
Pension
Winners And Losers Of Q2: StepStone Group (NASDAQ:STEP) Vs The Rest Of The Custody Bank Stocks
October 01, 2025
Via
StockStory
Topics
Retirement
Tickers
STEP
VOYA
Exposures
Pension
New Children’s Book “Clover” Hops Into Hearts While Teaching Kids About Wildlife and Nature
October 01, 2025
Via
Get News
Topics
Retirement
Tickers
AMZN
Exposures
Pension
Financial Titans Clash: Kiyosaki Foresees 'Super-Crash,' Buffett Eyes Gold Amidst Economic Storm Clouds
October 01, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Bonds
Tickers
ABX
BAC
BRK-A
BRK-B
COIN
GOLD
Exposures
Artificial Intelligence
Debt Markets
Economy
< Previous
1
2
...
13
14
15
16
17
18
19
20
21
...
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.