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
...
27
28
29
30
31
32
33
34
35
...
99
100
Next >
Ethereum (ETH) Is Rallying, But Can It Hit $4,500?
September 10, 2025
Via
The Motley Fool
Topics
ETFs
Retirement
Tickers
COIN
ETHA
FETH
FIS
Exposures
Pension
3 Things Every Social Security Retiree Must Know About the 2026 COLA
September 10, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Social Security: This Is the Single Best Move You Can Make Right Now
September 10, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
The No. 1 Reason to Claim Social Security at Age 62
September 10, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
1 New Reason That Dogecoin Will Outperform Shiba Inu in 2025
September 10, 2025
Via
The Motley Fool
Topics
Derivatives
ETFs
Regulatory Compliance
Exposures
Derivatives
Legal
Pension
4 Surprising Expenses Medicare Won't Pick Up the Tab For
September 10, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
If Your Social Security Benefits Aren't Enough, These 3 Tactics Can Help
September 10, 2025
Via
The Motley Fool
Topics
Credit Cards
Retirement
Exposures
Interest Rates
Pension
Claiming Social Security Early? Here's Why You May Want to Rethink That.
September 10, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Q2 Earnings Highs And Lows: Jackson Financial (NYSE:JXN) Vs The Rest Of The Life Insurance Stocks
September 09, 2025
Via
StockStory
Topics
Artificial Intelligence
Retirement
Tickers
JXN
RY
TSX:RY
Exposures
Artificial Intelligence
Pension
Len R Martinez, Founder of LRM Retirement, Interviewed on the Influential Entrepreneurs Podcast, Discussing Planning for Retirement as a Federal Employee
September 09, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
Kohl’s Deals and OrangeOffer Lead the Way in Transforming Smart Spending Habits
September 09, 2025
Via
AB Newswire
Topics
Economy
Retirement
Exposures
Economy
Pension
Navigating the Tempest: An Investor's Guide to the Volatile Bond Market of 2025
September 09, 2025
Via
MarketMinute
Topics
Bonds
Economy
Retirement
Tickers
BA
JNJ
MSFT
T
Exposures
Debt Markets
Economy
Interest Rates
Calcwise.net Empowers Individuals and Businesses with Free, Easy-to-Use Financial Calculators for Smarter Money Management
September 09, 2025
Via
AB Newswire
Topics
Retirement
Exposures
Pension
Tech and Fintech Soar: AppLovin and Robinhood Join S&P 500 in Major Index Reshuffle
September 09, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
Tickers
APP
BAC
CZR
EME
ENPH
HOOD
Exposures
Artificial Intelligence
Economy
Pension
Illinois Divorce Lawyer Russell D. Knight Explains the Role of Income-Producing Assets in Maintenance Calculations
September 09, 2025
Via
AB Newswire
Topics
Retirement
Exposures
Pension
Len R Martinez, Founder of LRM Retirement, Interviewed on the Influential Entrepreneurs Podcast, Discussing Planning for Retirement as a Federal Employee
September 09, 2025
Via
Authority Press Wire
Topics
Retirement
Exposures
Pension
Calcwise.net Introduces Free Financial Calculation Platform for Individuals and Businesses
September 09, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
Are You Saving More for Retirement Than the Average Couple? Here's What Most Households Have Stashed Away
September 09, 2025
Via
Benzinga
Topics
Retirement
Exposures
Pension
A Journey Into The Mafia One Man’s Life in the Shadows – and What It Cost Him
September 09, 2025
Via
AB Newswire
Topics
Bonds
Death
Retirement
Exposures
Death
Debt Markets
Pension
Here's Why Bitcoin's Scarcity Matters Now More Than Ever
September 09, 2025
Via
The Motley Fool
Topics
ETFs
Retirement
Exposures
Pension
Got a Late Start on Retirement Savings? Don't Panic and Do These Things Instead
September 09, 2025
Via
The Motley Fool
Topics
Credit Cards
Economy
Retirement
Exposures
Economy
Interest Rates
Pension
Could Buying High-Yield Energy Transfer Stock Today Set You Up for Life?
September 09, 2025
Via
The Motley Fool
Topics
Energy
Retirement
Tickers
EPD
ET
Exposures
Fossil Fuels
Pension
Social Security: October Will Be the Most Important Month of the Year for Retirees. Here's Why.
September 09, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Here's Why You Don't Want to Count on Social Security for Retirement (and it's Not Benefit Cuts)
September 09, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Labor
Pension
1 Unpopular Stock That Deserves Some Love and 2 Facing Challenges
September 09, 2025
Via
StockStory
Topics
Retirement
Tickers
BKD
MCD
Exposures
Pension
Q2 Earnings Outperformers: Federated Hermes (NYSE:FHI) And The Rest Of The Custody Bank Stocks
September 08, 2025
Via
StockStory
Topics
Retirement
Tickers
FHI
VOYA
Exposures
Pension
Custody Bank Stocks Q2 Recap: Benchmarking SEI Investments (NASDAQ:SEIC)
September 08, 2025
Via
StockStory
Topics
Retirement
Tickers
SEIC
VOYA
Exposures
Pension
Don't Withdraw From Your IRA Before Age 59 1/2 -- Here's Why
September 08, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Owen Edwards, Founder of Edwards Investments, Interviewed on the Influential Entrepreneurs Podcast, Discussing Building a Reliable Retirement Income Plan
September 08, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
AppLovin, Robinhood, Emcor Group Soar into S&P 500, Signaling Market Evolution
September 08, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
APP
COIN
CZR
EME
ENPH
HOOD
Exposures
Artificial Intelligence
Debt Markets
Economy
< Previous
1
2
...
27
28
29
30
31
32
33
34
35
...
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.