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 >
The Fusion of Truth: Trump Media and TAE Technologies Forge a $6 Billion Clean Energy and Digital Empire
January 27, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
CVX
DJT
GOOGL
META
NEE
NVDA
Exposures
Artificial Intelligence
Coal
Economy
The Great SEC Reset: Paul Atkins Orchestrates a Deregulatory Revolution for the 2026 Market
January 27, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Fraud
Government
Tickers
COIN
GS
JPM
Exposures
Artificial Intelligence
Financial
Legal
Medicare Shock: UnitedHealth Plummets 19% as Trump Administration Tightens Reins on Private Medicare
January 27, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
ALHC
CI
CLOV
CVS
ELV
HUM
Exposures
Artificial Intelligence
Interest Rates
Political
The Fed’s Crossroads: Markets Brace for Tomorrow’s FOMC Verdict and Powell’s 2026 Blueprint
January 27, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
Tickers
AAPL
BLK
DHI
JPM
MA
META
Exposures
Artificial Intelligence
Debt Markets
Economy
S&P 500 Hits Record Highs as Tech Earnings Ignite Market Rally
January 27, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AAPL
AMZN
BSX
CVS
GOOGL
HUM
Exposures
Artificial Intelligence
Interest Rates
Political
If You'd Invested $1,000 In NuScale Power 3 Years Ago, Here's How Much You'd Have Today
↗
January 27, 2026
Via
The Motley Fool
Topics
Energy
Government
Tickers
MSFT
SMR
Exposures
Electricity Generation
Political
Oscar Health (OSCR) Slides As Medicare Proposal, UnitedHealth Miss Rock Insurer Stocks
↗
January 27, 2026
Via
Benzinga
Topics
Government
Tickers
OSCR
UNH
Exposures
Political
Xeriant Inc. (XERI) Innovative Building Materials Answer Growing Calls for Lower Housing Costs
January 27, 2026
Via
Investor Brand Network
Topics
Government
Tickers
XERI
Exposures
Political
The 'Greenland Compromise': Trump Administration’s New Arctic Framework Eases Market Volatility
January 27, 2026
Via
MarketMinute
Topics
Economy
Government
World Trade
Tickers
CRML
MP
UUUU
Exposures
Political
Supply Chain
Tariff
The $100 Billion Milestone: Johnson & Johnson Pivots from 'Steady' 2025 to Growth-Focused 2026
January 27, 2026
Via
MarketMinute
Topics
Earnings
Economy
Government
Tickers
AMGN
ISRG
JNJ
TEVA
Exposures
Financial
Intellectual Property
Legal
Trump Just Shocked Medicare Stocks — Will Seth Klarman Seize This Moment?
↗
January 27, 2026
Via
Benzinga
Topics
Government
Exposures
Political
Why Zscaler (ZS) Stock Is Up Today
January 27, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Government
Tickers
LMT
ZS
Exposures
Artificial Intelligence
Economy
Political
Arctic Real Estate: How the ‘Greenland Framework’ is Shaking Up Prediction Markets
January 27, 2026
Via
PredictStreet
Topics
Government
World Trade
Tickers
RTX
TSX-V:AMRQ
USAR
Exposures
Political
Tariff
Why Redwire (RDW) Stock Is Up Today
January 27, 2026
Via
StockStory
Topics
Government
Tickers
RDW
Exposures
Political
Why Boeing (BA) Stock Is Trading Up Today
January 27, 2026
Via
StockStory
Topics
Artificial Intelligence
Government
World Trade
Tickers
BA
KO
MSFT
Exposures
Artificial Intelligence
Political
Tariff
Why Atlassian (TEAM) Shares Are Falling Today
January 27, 2026
Via
StockStory
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMD
NVDA
TEAM
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
Why Trump's South Korea Tariffs Add Fuel To Memory-Chip Crunch
↗
January 27, 2026
Via
Benzinga
Topics
Government
World Trade
Exposures
Political
Tariff
Dollar Weakness and Iranian Risks Boost Crude Oil Prices
January 27, 2026
Via
Barchart.com
Topics
Energy
Government
Exposures
Fossil Fuels
Political
Trump Triggers Buying Opportunity in UnitedHealth Group
↗
January 27, 2026
Via
MarketBeat
Topics
Government
Tickers
UNH
Exposures
Political
Broader Market Rallies on Tech Strength and Solid Earnings
January 27, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
Tickers
UNH
Exposures
Artificial Intelligence
Interest Rates
Political
I predicted a 10% Market Correction in 2025. Here's Why Another Is on the Way in 2026.
↗
January 27, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Government
Exposures
Artificial Intelligence
Interest Rates
Political
An Extreme Short Squeeze Is Underway in Sandisk Stock. How Much Higher Can Shares Go?
January 27, 2026
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Government
Exposures
Artificial Intelligence
Political
Tariff
Bitcoin’s $100,000 Dreams Deferred: Market Reels as BTC Plummets to Three-Month Low Near $92,400
January 27, 2026
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
BLK
CLSK
COIN
MARA
MSTR
RIOT
Exposures
Artificial Intelligence
Interest Rates
Political
Gold Shatters $5,000 Barrier as Trade War Fears and Geopolitical Tensions Spark Global Flight to Safety
January 27, 2026
Via
MarketMinute
Topics
Economy
Government
World Trade
Tickers
ABX
AEM
FNV
GOLD
NEM
PAAS
Exposures
Economy
Interest Rates
Political
Dollar Retreats on US Fiscal and Political Risks
January 27, 2026
Via
Barchart.com
Topics
Economy
Government
World Trade
Exposures
Interest Rates
Political
Tariff
The 2026 Silicon Shiver: Broadcom and Chip Giants Grapple with Post-Nvidia Volatility
January 27, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AMD
AMZN
AVGO
GOOGL
INTC
MRVL
Exposures
Artificial Intelligence
Economy
Political
Tech Tumble: Nasdaq Posts Worst Month Since April 2024 as Inflation and Tariffs Weigh on Markets
January 27, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AAPL
AMZN
GOOGL
MSFT
NVDA
PEP
Exposures
Artificial Intelligence
Economy
Interest Rates
Soft Landing in Sight: January PCE Data Confirms Cooling Inflation as Markets Eye Fed Rate Cuts
January 27, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
AAPL
DHI
JPM
NVDA
UNH
Exposures
Artificial Intelligence
Economy
Fossil Fuels
Stocks Edge Higher as Chip Makers Rally
January 27, 2026
Via
Barchart.com
Topics
Bonds
Economy
Government
Tickers
UNH
Exposures
Debt Markets
Interest Rates
Political
As Trump Drops Tariff Threats on Greenland, Should You Buy This 1 Hot Rare Earths Stock?
January 27, 2026
Via
Barchart.com
Topics
Government
World Trade
Exposures
Fossil Fuels
Political
Tariff
< 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.