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
...
25
26
27
28
29
30
31
32
33
...
99
100
Next >
The Great Gridlock: How High Rates and the 'Lock-in Effect' Are Stifling the Housing Market
September 12, 2025
Via
MarketMinute
Topics
Economy
Retirement
Tickers
DHI
EQR
EXPI
HD
HOUS
LEN
Exposures
COVID-19
Economy
Interest Rates
Priscila Cosentino, Senior E.A.S.E. Advisor at Xexis Private Wealth, Discussing One Big Beautiful Bill: What This New Law Means for Retirement and Financial Futures
September 12, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
Income Under Pressure: Why Covered Calls Are Capturing Investor Attention in Turbulent Markets
September 12, 2025
Via
MarketMinute
Topics
Bonds
Derivatives
ETFs
Tickers
AAPL
AMZN
JNJ
MSFT
PEP
Exposures
Debt Markets
Derivatives
Interest Rates
Clemson, SC Financial Planners: 2025 Retirement & Tax Strategies Announced
September 12, 2025
Via
Press Release Distribution Service
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
4 401(k) Optimization Strategies to Maximize Your Retirement Savings' Growth
September 12, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
This Was the Top-Performing Stock in the S&P 500 in August 2025
September 12, 2025
Via
The Motley Fool
Topics
Retirement
Stocks
Tickers
BRK
BRK-A
BRK-B
IT
SMCI
UNH
Exposures
Pension
US Equities
Priscila Cosentino, Senior E.A.S.E. Advisor at Xexis Private Wealth, Discussing One Big Beautiful Bill: What This New Law Means for Retirement and Financial Futures
September 12, 2025
Via
Authority Press Wire
Topics
Retirement
Exposures
Pension
5 Pros and 5 Cons of Buying a Second Home in Retirement
September 12, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
9 Ways to Take Advantage of an IRA
September 12, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Half of American Parents Help Adult Kids Financially -- Here's How to Do It Without Derailing Retirement
September 12, 2025
Via
The Motley Fool
Topics
Credit Cards
Retirement
Exposures
Interest Rates
Pension
Want to Tap Your 401(k) Before Age 59½? Know These 10 Exceptions First.
September 12, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Can You Retire a Millionaire With IRA Contributions Only?
September 12, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Americans Think They Need $1.26 Million to Retire. Are They Right?
September 12, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
If Your Social Security Checks Are Bigger Than This, You'll Get an Above-Average COLA in 2026
September 12, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
75% of Parents Are Making This High-Risk Financial Move
September 12, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Social Security COLAs Stink at Beating Inflation. Here's a Better Way
September 12, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
3 Industrials Stocks That Concern Us
September 12, 2025
Via
StockStory
Topics
Retirement
Stocks
Tickers
LEN
TRNS
UHAL
Exposures
Pension
US Equities
Spotting Winners: Jackson Financial (NYSE:JXN) And Life Insurance Stocks In Q2
September 11, 2025
Via
StockStory
Topics
Artificial Intelligence
Retirement
Tickers
JXN
RY
TSX:RY
Exposures
Artificial Intelligence
Pension
*UK* Financial Ltd Board of Directors Approves Listing of Both Of Its Wrapped Tokens to Enhance Transparency Prior To SEC Filing
September 11, 2025
Via
PRLog
Topics
Regulatory Compliance
Retirement
Tickers
COIN
Exposures
Legal
Pension
Regulatory
Owen Edwards, Founder of Edwards Investments, Interviewed on the Influential Entrepreneurs Podcast, Discussing Gaining Confidence for the Financial Future
September 11, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
Estate Planning Demand Grows in Sun City as Retirement Community Expands
September 11, 2025
Via
Press Advantage
Topics
Retirement
Exposures
Pension
Dr. Michael M. Meguid Releases Fourth Volume of Acclaimed Autobiographical Series, A Surgeon’s Tale
September 11, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
Siam Legal Phuket Law Firm Celebrates Two Decades of Service Excellence
September 11, 2025
Via
Press Advantage
Topics
Bonds
Retirement
Exposures
Debt Markets
Pension
San Antonio Property Division Attorney Linda Leeser Explains Texas Community Property Laws
September 11, 2025
Via
AB Newswire
Topics
Retirement
Exposures
Pension
Why Zscaler (ZS) Stock Is Trading Up Today
September 11, 2025
Via
StockStory
Topics
Retirement
Tickers
ZS
Exposures
Pension
The Trump Crypto Conundrum: From Skeptic to Sovereign of Digital Assets
September 11, 2025
Via
MarketMinute
Topics
Economy
Government
Lawsuit
Tickers
COIN
HOOD
SQ
Exposures
Financial
Interest Rates
Legal
Better Millionaire-Maker Cryptocurrency: XRP vs. World Liberty Financial
September 11, 2025
Via
The Motley Fool
Topics
Government
Retirement
Exposures
Pension
Political
How to Max Out Your Social Security Benefits in 2026
September 11, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
A Troubling Social Security Trend Is Happening in 2025
September 11, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Is Your Social Security Benefit Above or Below Average?
September 11, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
< Previous
1
2
...
25
26
27
28
29
30
31
32
33
...
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.