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 >
Are Meme Stocks and Short Squeezes Actually Good Business for Robinhood and Its Investors?
October 20, 2025
Via
The Motley Fool
Topics
Retirement
Tickers
BYND
HOOD
Exposures
Pension
BenaVest Partners with Christus Health to Offer ACA and Medicare Coverage Options in Texas
October 20, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
Caroline Fromkin, Realtor in The Villages, Brings Unique Expertise to Florida’s Premier Retirement Community
October 20, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
3 Reasons I'll Be Taking Social Security Long Before Age 70
October 20, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Mike Leach Honored With Paul "Bear" Bryant Heart of a Champion Award
October 20, 2025
Via
NewMediaWire
Topics
Death
Retirement
Exposures
Death
Pension
3 Retirement Assumptions That Could Hurt You Big Time
October 20, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Annual enrollment tips: Selecting the best financial benefits for you
October 20, 2025
Via
Brandpoint
Topics
Retirement
Exposures
Pension
Front-Running's Persistent Shadow: A Threat to American Market Integrity
October 20, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Law Enforcement
Regulatory Compliance
Tickers
NDAQ
Exposures
Artificial Intelligence
Legal
Pension
Oak Lawn Life Insurance Policies: Coverage Consultancy Service Expanded
October 20, 2025
Via
Press Release Distribution Service
Topics
Retirement
Exposures
Pension
Buffett's Masterstroke: OxyChem Deal Models Value Investing in an Overpriced Market
October 20, 2025
Via
MarketMinute
Topics
Retirement
Tickers
BRK-A
BRK-B
OXY
SHEL
XOM
Exposures
Climate
Pension
20% of Americans Aren't Aware of What Healthcare Will Cost Them in Retirement. Here's the Shocking Number.
October 20, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Tickers
FIS
Exposures
Interest Rates
Pension
Coastline Wealth Management’s David J. Mammina among InvestmentNews' 5-Star Independent Advisors
October 20, 2025
Via
MediaOutReach
Topics
Retirement
Exposures
Pension
The Retirement Budget Mistake: 5 Costs That Catch People Off Guard
October 20, 2025
Via
The Motley Fool
Topics
Bonds
Retirement
Tickers
FIS
Exposures
Debt Markets
Pension
1 Alaskan City Is Winning Retirees Over. Here's Why
October 20, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Do You Get a Social Security Raise if You're Collecting Survivor Benefits?
October 20, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
These Are the Top 10 Cities to Retire In -- One Might Surprise You
October 20, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Rarely Discussed Money Mistakes It's Easy to Make in Retirement
October 20, 2025
Via
The Motley Fool
Topics
Economy
Hacking
Retirement
Exposures
Information Security
Interest Rates
Pension
Dave Ramsey Warns About Habit That Could Derail Retirement
October 20, 2025
Via
The Motley Fool
Topics
Credit Cards
Economy
Retirement
Exposures
Interest Rates
Pension
All Social Security Retirees Should Do This on Oct. 24
October 20, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
4 Different Retirement Withdrawal Strategies and the Pros and Cons of Each
October 20, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
The 1 Social Security Myth That Could Utterly Wreck Your Retirement
October 20, 2025
Via
The Motley Fool
Topics
Bankruptcy
Bonds
Retirement
Exposures
Debt Markets
Financial
Labor
Crypto IRA Guide Covering Benefits, Purchasing Rules, Trusted Brokers Released
October 20, 2025
Via
Press Release Distribution Service
Topics
Retirement
Exposures
Pension
1 Large-Cap Stock to Consider Right Now and 2 Facing Challenges
October 20, 2025
Via
StockStory
Topics
Retirement
Tickers
LEN
NXPI
VEEV
Exposures
Pension
2 Financials Stocks Worth Your Attention and 1 We Ignore
October 20, 2025
Via
StockStory
Topics
Economy
Retirement
Stocks
Tickers
AVDX
MC
TROW
Exposures
Interest Rates
Pension
US Equities
1 Insurance Stock for Long-Term Investors and 2 We Find Risky
October 20, 2025
Via
StockStory
Topics
Retirement
Stocks
Tickers
AIG
EQH
PLMR
Exposures
Pension
US Equities
New Survey Reveals Financial Advisors Are Surprisingly Optimistic
October 19, 2025
Via
Benzinga
Topics
Artificial Intelligence
Retirement
Exposures
Artificial Intelligence
Pension
2 Brilliant Growth Stocks to Buy Now and Hold for the Long Term
October 19, 2025
Via
The Motley Fool
Topics
Retirement
Tickers
BROS
NFLX
ROKU
SBUX
Exposures
Pension
3 Reasons You Risk Running Out of Money in Retirement -- And What to Do About Them
October 19, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
How Much Is the Required Minimum Distribution (RMD) if You Have $250,000 in Your Retirement Accounts?
October 19, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Here's Exactly How I Plan to Spend My Social Security Checks in Rtirement
October 19, 2025
Via
The Motley Fool
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.