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 >
Tailored Wealth: How Personalized Asset Allocation Empowers Senior Investors Against Cognitive Hurdles
October 14, 2025
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Tickers
BLK
FIS
FNF
SCHW
TROW
Exposures
Artificial Intelligence
Legal
Pension
Former Engineer Turns Financial Advisor Releases Groundbreaking Guide for Tech Professionals
October 14, 2025
Via
Press Release Distribution Service
Topics
Retirement
Tickers
AAPL
INTC
NVDA
Exposures
Pension
Winners Announced for the 2025 World Massage Championship Awards
October 14, 2025
Via
AB Newswire
Topics
Retirement
Exposures
Pension
The 2026 Social Security COLA Announcement Appears to Have a New Date. Here's What You Need to Know
October 14, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
PC Sales Perk Up As Microsoft Retires Windows 10 Operating System
October 14, 2025
Via
Investor's Business Daily
Topics
Artificial Intelligence
Retirement
Tickers
AMD
AVGO
DELL
HPQ
HSBC
INTC
Exposures
Artificial Intelligence
Pension
Retired Canadian medical specialist is earning $8,600 a day in stable passive income using XRP through Find Mining.
October 14, 2025
Via
TheNewswire.com
Topics
Retirement
Exposures
Pension
Do Billionaires Still Collect Social Security? The Answer Might Surprise You.
October 14, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
If You're in This Situation, Do Not Contribute to a Retirement Savings Account
October 14, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Not Sure if You Should Delay Social Security Until 70? Don't Overlook This Less Obvious Benefit
October 14, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
3 S&P 500 Stocks with Open Questions
October 14, 2025
Via
StockStory
Topics
Retirement
Stocks
Tickers
KDP
PFG
STZ
Exposures
Pension
US Equities
3 Out-of-Favor Stocks We Think Twice About
October 14, 2025
Via
StockStory
Topics
Retirement
Tickers
ABM
PPC
PRU
Exposures
Pension
Q2 Earnings Highs And Lows: T. Rowe Price (NASDAQ:TROW) Vs The Rest Of The Custody Bank Stocks
October 13, 2025
Via
StockStory
Topics
Retirement
Tickers
TROW
VOYA
Exposures
Pension
Q2 Earnings Roundup: P10 (NYSE:PX) And The Rest Of The Custody Bank Segment
October 13, 2025
Via
StockStory
Topics
Retirement
Tickers
PX
VOYA
Exposures
Pension
September 2025 CPP Payments Recap and Future Schedule
October 13, 2025
Via
AB Newswire
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Citigroup Boosts Investor Confidence with Increased Quarterly Dividend
October 13, 2025
Via
MarketMinute
Topics
Economy
Retirement
Tickers
BAC
C
WFC
Exposures
COVID-19
Interest Rates
Pension
Government Shutdown Stalls Critical CPI Data, Clouding 2026 Social Security COLA and Rattling Markets
October 13, 2025
Via
MarketMinute
Topics
Economy
Retirement
Tickers
BBY
DG
KO
PG
TGT
WMT
Exposures
Economy
Interest Rates
Pension
Procter & Gamble's Unwavering Dividend: A Testament to Enduring Financial Strength Amidst Market Flux
October 13, 2025
Via
MarketMinute
Topics
Economy
Retirement
Tickers
CL
PG
UL
Exposures
Pension
Supply Chain
Life Beyond the Exit Strategy – Allan Crockett’s Newly Released Book is an Essential Guide for Entrepreneurs to Design a Purpose-Driven Life After a Business Exit
October 13, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
Enbridge Inc. Reinforces Stability with Latest Quarterly Dividend Declaration
October 13, 2025
Via
MarketMinute
Topics
Economy
Energy
Retirement
Tickers
ENB
KMI
TRP
Exposures
Electricity Generation
Fossil Fuels
Interest Rates
L3Harris Technologies Declares $1.20 Quarterly Dividend, Signaling Robust Financial Health on MarketMinute
October 13, 2025
Via
MarketMinute
Topics
Economy
Retirement
Supply Chain
Tickers
LHX
LMT
NOC
RTX
Exposures
Pension
Supply Chain
Tallahassee Financial Advisors Offer Long-Term Security with Personalized Wealth Management and Retirement Solutions
October 13, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
Chevron (CVX) Tumbles Nearly 2% Amidst Shifting Oil Dynamics and Earnings Concerns
October 13, 2025
Via
MarketMinute
Topics
Economy
Energy
Retirement
Tickers
BP
CVX
DAL
SHEL
UAL
UBS
Exposures
Economy
Fossil Fuels
Pension
Why T. Rowe Price (TROW) Stock Is Trading Up Today
October 13, 2025
Via
StockStory
Topics
Retirement
Tickers
GS
KO
MS
MSFT
TROW
Exposures
Pension
Social Security: Here's When the 2026 COLA May Be Announced -- and Why It May Fall Short for Retirees
October 13, 2025
Via
The Motley Fool
Topics
Economy
Retirement
World Trade
Exposures
Interest Rates
Pension
Tariff
Phillip Fulmer selected as Recipient of Paul Bear Bryant Lifetime Achievement Award
October 13, 2025
Via
NewMediaWire
Topics
Death
Retirement
Exposures
Death
Pension
Retirement Radar: 401(k) Investors Flee Stocks for Safer Harbors Amidst September's Market Jitters
October 13, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
AMZN
BLK
FIS
MSFT
TSLA
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
Goldco Named Sole Precious Metals Firm on Inc. 5000 for 9 Years Straight, Backed by Gold Investment Authority
October 13, 2025
Via
Prodigy
Topics
Retirement
Exposures
Pension
Should Investors Buy Lumen Technologies Stock?
October 13, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Tickers
AMZN
LUMN
MSFT
Exposures
Artificial Intelligence
Pension
401(k) Investors Pivot to Safety: A Defining Shift in Retirement Strategy for 2025
October 13, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
BLK
FIS
GS
STT
Exposures
Artificial Intelligence
COVID-19
Debt Markets
5 of the Best Retirement Cities You Likely Haven't Considered Yet
October 13, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
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.