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 >
1 Growth Stock Set to Flourishand 2 We Turn Down
October 24, 2025
Via
StockStory
Topics
Retirement
Tickers
BTSG
CSCO
LNC
TBBK
Exposures
COVID-19
Pension
Slowik Estate Planning Encourages Families to Discuss Wills and Legacy Wishes During the Holidays
October 23, 2025
Via
Law Firm Newswire
Topics
Retirement
Exposures
Pension
A Cosmic Companion for Earthbound Souls: Author’s Tranquility Press Presents “Crap to Consider While Traveling Through the Universe at 66,627 MPH While Sitting Here”
October 23, 2025
Via
AB Newswire
Topics
Retirement
Tickers
AMZN
Exposures
Pension
Making the Most of Medicare, and the Bull Market Turns 3
October 23, 2025
Via
The Motley Fool
Topics
Retirement
Stocks
Exposures
Pension
US Equities
Roy Snarr, Founder of Roy Snarr Retirement Solutions, Interviewed on The Influential Entrepreneurs Podcast, Discussing Lifetime Income
October 23, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing Trust & Transparency in Retirement Planning
October 23, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
Lithia (LAD) Stock Surges 5.1% on Stellar Q3 2025 Earnings Beat
October 23, 2025
Via
MarketMinute
Topics
Economy
Electric Vehicles
Retirement
Tickers
AN
C
LAD
PAG
Exposures
Electric Vehicles
Pension
Supply Chain
3 Retirement Planning Moves You'll Almost Certainly Regret Later
October 23, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Economy
Pension
AllianceBernstein (AB) Q3 2025 Earnings Transcript
October 23, 2025
Via
The Motley Fool
Topics
ETFs
Earnings
Retirement
Tickers
AB
Exposures
Financial
Pension
retiree earns $9,700 a day in stable passive income using BTC through WOAMining
October 23, 2025
Via
TheNewswire.com
Topics
Retirement
Exposures
Pension
Blackstone's Mixed Q3: Stock Sinks Despite Earnings Beat as Profit Misses Spark Investor Jitters
October 23, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
BX
CG
KKR
Exposures
Artificial Intelligence
Economy
Financial
Private Assets Meet Public Markets
October 23, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Retirement
Tickers
ABNB
ASML
BAC
BLK
BX
ESRT
Exposures
Artificial Intelligence
Pension
Securities Market
Roy Snarr, Founder of Roy Snarr Retirement Solutions, Interviewed on The Influential Entrepreneurs Podcast, Discussing Lifetime Income
October 23, 2025
Via
Authority Press Wire
Topics
Retirement
Exposures
Pension
Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing Trust & Transparency in Retirement Planning
October 23, 2025
Via
Authority Press Wire
Topics
Retirement
Exposures
Pension
A Big Reason the Famous 4% Rule May Not Work for Your Retirement
October 23, 2025
Via
The Motley Fool
Topics
Bonds
Economy
Retirement
Exposures
Debt Markets
Interest Rates
Pension
How Much Should You Really Have Saved for Retirement by Age 50?
October 23, 2025
Via
The Motley Fool
Topics
Retirement
Tickers
FIS
Exposures
Pension
Do You Understand These 5 Critical Facts About Social Security COLAs?
October 23, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
4 Signs You Need a New Medicare Part D Plan
October 23, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
The Unfortunate Truth About Claiming Social Security at Age 70
October 23, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
3 Financials Stocks That Fall Short
October 23, 2025
Via
StockStory
Topics
Retirement
Stocks
Tickers
ECPG
HASI
TROW
Exposures
Pension
US Equities
Alcoa (AA) Q3 2025 Earnings Call Transcript
October 22, 2025
Via
The Motley Fool
Topics
Earnings
Retirement
World Trade
Tickers
AA
Exposures
Financial
Pension
Tariff
Baby Boomers: Exercise Caution Amid Historical Shift In Assets
October 22, 2025
Via
NewsUSA
Topics
Lawsuit
Retirement
Tickers
VIA
Exposures
Financial
Legal
Pension
Cameron Bryant of Found Revenue Solutions & Retirement Specialist at Federal Employee Advocates Announces What Early Retirement Really Means Under FERS
October 22, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
Roy Snarr, Founder of Roy Snarr Retirement Solutions, Interviewed on The Influential Entrepreneurs Podcast Discussing Social Security Maximization
October 22, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
Los Angeles Family Law Landscape Shifts as Divorce Trends Rise and Complexity Grows
October 22, 2025
Via
Press Advantage
Topics
Economy
Intellectual Property
Retirement
Exposures
Intellectual Property
Interest Rates
Pension
Why Lindsay (LNN) Shares Are Sliding Today
October 22, 2025
Via
StockStory
Topics
Retirement
Tickers
LNN
Exposures
Pension
Record Capital Risk
October 22, 2025
Via
Talk Markets
Topics
Retirement
Stocks
Exposures
Pension
US Equities
4 of the Biggest Mistakes Savers Make With Their 401(k)s
October 22, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Labor
Pension
Lawyers in Columbia, IL, Stumpf and Gutknecht, P.C., Launch New Website For Streamlined Service Delivery
October 22, 2025
Via
GetFeatured
Topics
Retirement
Exposures
Pension
Mayflower Ushers in the End of Moving Guilt Trips
October 22, 2025
Via
Brandpoint
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.