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 >
Trump's Renewed Push for Greenland Control Draws Swift Rebuff As Denmark Vows To Defend ‘Every Inch’ of the Arctic Island
↗
Today 5:36 EDT
Via
Benzinga
Topics
Government
Exposures
Political
Trump Declares Iran Ceasefire 'Over,' Says Talks Are 'a Waste of Time:' Report
↗
Today 5:23 EDT
Via
Benzinga
Topics
Government
Exposures
Political
Stock Market Today: S&P 500, Dow Jones Futures Fall as Trump Says Iran Ceasefire Is 'Over'—Saratoga, Exxon Mobil, Levi Strauss in Focus
↗
Today 5:09 EDT
Via
Benzinga
Topics
Government
Stocks
Tickers
XOM
Exposures
Political
US Equities
The Federal Reserve's Initial July Inflation Forecast Looks Fantastic on the Surface, but Something Sinister Lurks in the Details
↗
Today 4:26 EDT
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Government
Exposures
Artificial Intelligence
Fossil Fuels
Interest Rates
Elizabeth Warren Calls Trump's Big, Beautiful Bill 'Legalized Theft' That Takes From the 'Working People' to Reward the Ultra-Rich
↗
Today 3:28 EDT
Via
Benzinga
Topics
Government
Exposures
Political
Mike Pence Asks Trump Not to Lift Turkey Sanctions, Giving Ankara F-35 Jets Would Be a 'Strategic Mistake' That Undermines US, Israel and NATO Security
↗
Today 2:26 EDT
Via
Benzinga
Topics
Government
Exposures
Political
Andrew Cuomo on Trump's Billion-Dollar Crypto Fortune: 'Public Cynicism is 'Very High,' Hope They Build in Full Disclosure and 'Clear Ethics Guidelines'
↗
Today 2:07 EDT
Via
Benzinga
Topics
Government
Exposures
Political
Trump's Former Counterterrorism Head Says US Should 'Just Walk Away' From Iran War Following Missile Strikes
↗
Today 0:58 EDT
Via
Benzinga
Topics
Government
Exposures
Political
Peter Schiff Says Trump's 'Rhetoric' Aside, Tariffs Haven't Reduced US Trade Deficit: 'More Reliant Than Ever' on Rest of the World
↗
Today 0:01 EDT
Via
Benzinga
Topics
Government
Exposures
Political
Eric Trump Says 'Stacking Continues' as American Bitcoin Amasses 8,000 BTC: 'We Continue to Differentiate Ourselves'
↗
Today 0:01 EDT
Via
Benzinga
Topics
Government
Exposures
Political
Elizabeth Warren Says Legislation That Doesn't Stop Trump and Family's Crypto Profiteering Is 'Failing' the American People
↗
July 07, 2026
Via
Benzinga
Topics
Government
Exposures
Political
Rivian Is Raising Around $1.5 Billion By Offering 75 Million Shares. Here’s Why the Stock Is Tanking.
↗
July 07, 2026
Via
The Motley Fool
Topics
Electric Vehicles
Government
Tickers
HSBC
RIVN
Exposures
Electric Vehicles
Political
Why ConocoPhillips (COP) Stock Is Up Today
July 07, 2026
Via
StockStory
Topics
Economy
Government
Tickers
COP
Exposures
Fossil Fuels
Interest Rates
Political
President Trump's Portfolio Added a Stock That's Up More Than 2,100% Since 2023 -- and It's Sliding Today.
↗
July 07, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Tickers
WDC
Exposures
Artificial Intelligence
Political
NATO Summit Centers On F-35 Sales, Defense Deals, Spending. Lockheed Boosts Production.
↗
July 07, 2026
Via
Investor's Business Daily
Topics
Government
Tickers
LMT
Exposures
Political
Securities Class Action Deadline Against First Solar, Inc. (NASDAQ: FSLR) - Contact Kaplan Fox Before August 24, 2026
July 07, 2026
Via
NewMediaWire
Topics
Government
Lawsuit
World Trade
Tickers
FSLR
Exposures
Financial
Legal
Political
Securities Class Action Deadline Against First Solar, Inc. (NASDAQ: FSLR) - Contact Kaplan Fox Before August 24, 2026
July 07, 2026
Via
TheNewswire.com
Topics
Government
Lawsuit
World Trade
Tickers
FSLR
Exposures
Financial
Legal
Political
Why Blink Charging (BLNK) Stock Is Falling Today
July 07, 2026
Via
StockStory
Topics
Electric Vehicles
Government
Tickers
BLNK
Exposures
Electric Vehicles
Political
Peter Schiff Slams President Over Crypto Ideas: 'Hopefully He Won't Rip Off Trump Accounts'
↗
July 07, 2026
Via
Benzinga
Topics
Government
Exposures
Political
How Trump, Pakistan Mutually Benefited from a Crypto-Diplomatic Deal
July 07, 2026
Via
Investor Brand Network
Topics
Government
Tickers
CRCL
Exposures
Political
How Trump, Pakistan Mutually Benefited from a Crypto-Diplomatic Deal
July 07, 2026
Via
CryptoCurrencyWire
Topics
Government
Tickers
CRCL
Exposures
Political
Big Beautiful Boycott: Can It Really Hurt Coca-Cola, Amazon, and Kraft Heinz Stocks?
↗
July 07, 2026
Via
MarketBeat
Topics
Economy
Government
Tickers
AMZN
BUD
KHC
KO
Exposures
Economy
Political
Trump Arrives in Turkey as NATO Unveils Tens of Billions in Arms Deals— F-35 Talks With Erdogan in Focus
↗
July 07, 2026
Via
Benzinga
Topics
Government
Exposures
Political
Boeing Lands Denmark P-8 Poseidon Order as Greenland Tensions With Trump Simmer
↗
July 07, 2026
Via
Benzinga
Topics
Government
Tickers
BA
Exposures
Political
Trump Wants a 'Beauty': Lockheed Martin's Sikorsky to Fund New $6 Million White House Helipad After Marine One Takes a Toll on the Lawn
↗
July 07, 2026
Via
Benzinga
Topics
Government
Tickers
LMT
Exposures
Political
Belgium Tells Trump and FIFA to 'Overturn This' After Crushing US in World Cup Match That the President Warned Could Be 'Rigged, Just Like the Election…'
↗
July 07, 2026
Via
Benzinga
Topics
Government
Exposures
Political
Trump Accounts Just Launched. Can You Get a Free $1,000 for Your Child?
↗
July 07, 2026
Via
The Motley Fool
Topics
Government
Exposures
Political
Nancy Pelosi Stock Tracker Says 'Stop Overthinking What Stocks to Buy' After Trump's Dell Endorsement
↗
July 07, 2026
Via
Benzinga
Topics
Government
Tickers
DELL
Exposures
Political
Bernie Sanders Says Microsoft's Layoffs and Xbox Price Hike Show Tax Cuts 'It Never Trickles Down'
↗
July 07, 2026
Via
Benzinga
Topics
Government
Workforce
Tickers
MSFT
Exposures
Layoff
Political
How To Open a Trump Account? Everything Parents Need to Know About Eligibility and the $1,000 Treasury Contribution
↗
July 07, 2026
Via
Benzinga
Topics
Government
Exposures
Political
< 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.