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
...
5
6
7
8
9
10
11
12
13
...
99
100
Next >
3 Ways to Catch Up if Your Retirement Savings Have Fallen Behind
↗
January 27, 2026
Via
The Motley Fool
Topics
Retirement
Tickers
AMZN
Exposures
Pension
Social Security Taxes: How Much Do Recipients Really Pay?
↗
January 27, 2026
Via
The Motley Fool
Topics
Retirement
Tickers
FIS
Exposures
Pension
Is Berkshire Hathaway Stock a Buy Now?
↗
January 27, 2026
Via
The Motley Fool
Topics
Retirement
Tickers
AAPL
AXP
BRK
BRK-A
BRK-B
JPM
Exposures
Pension
3 Ways Your Medicare Advantage Plan May Have Changed This Year
↗
January 27, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Inspector General's Report Sounds the Alarm on a Huge Medicare Advantage Plan Problem
↗
January 26, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Divorce Attorney In Arlington VA Guides Residents Through Uncontested Divorce
January 26, 2026
Via
AB Newswire
Topics
Retirement
Exposures
Pension
Should You Use Retirement Funds to Pay Off Your Mortgage?
↗
January 26, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Champion Brokerage Group Breaks Down Barriers to Financial Understanding Through a People-First Approach
January 26, 2026
Via
Get News
Topics
Retirement
Exposures
Pension
The Sneaky Reason You Might Fall Behind on Retirement Savings
↗
January 26, 2026
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Martin Hackler: Revolutionizing Wealth Management with Resilience and Strategy
January 26, 2026
Via
AB Newswire
Topics
Retirement
Exposures
Pension
Cut Back on Retirement Savings in 2025? 3 Ways to Get Back on Track
↗
January 26, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Can You Retire Comfortably on $500,000 in Savings?
↗
January 26, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
New Saxophone Prize Honors Astronaut Ronald E. McNair, First To Play Sax In Space
January 26, 2026
Via
PRLog
Topics
Retirement
Exposures
Pension
Why Sweetgreen (SG) Shares Are Trading Lower Today
January 26, 2026
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Retirement
Tickers
AAPL
MS
MSFT
SG
UBS
WFC
Exposures
Artificial Intelligence
Pension
Securities Market
PPG (PPG) Q2 2025 Earnings Call Transcript
↗
January 26, 2026
Via
The Motley Fool
Topics
Earnings
Retirement
Tickers
PPG
Exposures
Financial
Pension
Silicon Valley’s High-Stakes Pivot: Apple’s Strategic Shift to AI and Immersive Entertainment
January 26, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Retirement
Tickers
AAPL
AMZN
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Pension
The Lexus Standard: Inside Penske Automotive Group’s Pivot to Premium Dominance
January 26, 2026
Via
Finterra
Topics
Economy
Electric Vehicles
Retirement
Tickers
AN
BMWYY
F
GPI
LAD
PAG
Exposures
Economy
Electric Vehicles
Pension
The Maximum Social Security Benefit in 2026 is $5,181 Per Month -- Here's Exactly How to Get It
↗
January 26, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
CCM & RPM Programs For CCRCs: Medicare-Compliant Revenue Opportunities Expanded
January 26, 2026
Via
Press Release Distribution Service
Topics
Retirement
Exposures
Pension
Here's How to Beat the Average Social Security Benefit in 2026
↗
January 26, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
What All Retirees Need to Know About Social Security in 2026
↗
January 26, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Trump 'Not A Huge Fan' Of Kevin Hassett's Proposal Of Using 401(k) For Home Buying
↗
January 26, 2026
Via
Benzinga
Topics
Government
Retirement
Exposures
Pension
Political
Make Sure You Know This Social Security Number Before Deciding When to Claim Benefits
↗
January 26, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
4 Social Security Changes Washington Could Make to Prevent Looming Benefit Cuts
↗
January 26, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
4 Ways Your Medicare Part D Plan May Have Changed in 2026
↗
January 26, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
New Year's Checklist for Retirees: 4 Tasks to Tackle Before the End of January
↗
January 26, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Should You Take Your RMD at the Beginning or End of the Year? Here's What to Consider.
↗
January 26, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
1 Profitable Stock with Exciting Potential and 2 We Avoid
January 25, 2026
Via
StockStory
Topics
Economy
Retirement
Tickers
HMN
TT
WCC
Exposures
Pension
Supply Chain
2 Insurance Stocks on Our Buy List and 1 We Turn Down
January 25, 2026
Via
StockStory
Topics
Bankruptcy
Retirement
Stocks
Tickers
AIG
CRBG
KNSL
NMIH
Exposures
Financial
Legal
Pension
1 of Wall Street’s Favorite Stock on Our Watchlist and 2 Facing Headwinds
January 25, 2026
Via
StockStory
Topics
Bankruptcy
Retirement
Tickers
COIN
EQH
GETY
Exposures
Financial
Legal
Pension
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
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.