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 >
Why Is UUUU Stock Jumping Over 3% In Premarket Trading Today?
↗
January 28, 2026
Via
Stocktwits
Topics
Government
Tickers
CRML
MP
UUUU
XLE
Exposures
Political
Deere & Co Invests $70 Million In North Carolina Facility As Trump Hails 'Only Excavator Entirely Made' In US
↗
January 28, 2026
Via
Benzinga
Topics
Government
Tickers
DE
Exposures
Political
Apple CEO Tim Cook, OpenAI Chief Sam Altman Join Corporate Chorus Against Minneapolis Violence
↗
January 28, 2026
Via
Stocktwits
Topics
Death
Government
Immigration
Tickers
AAPL
QQQ
SPY
Exposures
Death
Immigration
Legal
Gavin Newsom-Led California's Air Resources Board Hails Canada's EV Deal With China—Criticizes Trump
↗
January 28, 2026
Via
Benzinga
Topics
Government
Exposures
Political
Thomas Homan Meets Minnesota Officials And Admits 'We Don't Agree On Everything' But Calls The Interactions 'Productive Starting Point'
↗
January 28, 2026
Via
Benzinga
Topics
Government
Exposures
Political
Trump Says Interest Rates Will Come Down 'A Lot' Under His New Fed Chair Pick: Announcement Coming 'Pretty Soon'
↗
January 28, 2026
Via
Benzinga
Topics
Economy
Government
Exposures
Interest Rates
Political
Government Spending on Babies is Not Meeting Their Needs, Say Advocates
January 28, 2026
Via
StatePoint Media
Topics
Economy
Government
Exposures
Economy
Interest Rates
Political
Sean Duffy Touts Choice, Affordability As GM Anticipates Multi-Million Dollar Regulatory Savings: 'President Trump And I…'
↗
January 27, 2026
Via
Benzinga
Topics
Government
Tickers
GM
Exposures
Political
Donald J. Trump International Airport Push Gains Momentum In Florida, Lawmaker Says Proud To Honor 'Greatest President Of Our Lifetime'
↗
January 27, 2026
Via
Benzinga
Topics
Government
Exposures
Political
Eric Trump Says American Bitcoin Is 'Leading The Charge' In BTC Accumulation — But Company's Stock Has Cratered 75% Since Debut
↗
January 27, 2026
Via
Benzinga
Topics
Government
Tickers
ABTC
Exposures
Political
Q3 Earnings Outperformers: Maximus (NYSE:MMS) And The Rest Of The Government & Technical Consulting Stocks
January 27, 2026
Via
StockStory
Topics
Government
Tickers
MMS
ULS
Exposures
Political
Melania Trump Will Ring NYSE Opening Bell Tomorrow To 'Celebrate' Amazon Documentary Release: First Lady-Themed Memecoin Pops 42% In 2026
↗
January 27, 2026
Via
Benzinga
Topics
Government
Tickers
AMZN
Exposures
Political
Trump Insists Minneapolis Nurse 'Shouldn't Have Been Carrying A Gun,' Gavin Newsom Says People Won't Let President 'Erode' Rights
↗
January 27, 2026
Via
Benzinga
Topics
Government
Exposures
Political
Trump Says Dollar Is 'Doing Great' As Greenback Slides To 4-Year Low, Cites Edge Against China And Japan
↗
January 27, 2026
Via
Benzinga
Topics
Government
Exposures
Political
1 Dividend Stock to Buy Now as Trump Turns Up the Tariff Heat Again
January 27, 2026
Via
Barchart.com
Topics
Government
World Trade
Exposures
Political
Tariff
Trump Reportedly Says Dollar ‘Doing Great’ Even As It Slips To Lowest Level In Nearly Four Years
↗
January 27, 2026
Via
Stocktwits
Topics
Economy
Government
World Trade
Tickers
DIA
IEF
QQQ
SPY
TLT
Exposures
Interest Rates
Political
Tariff
Trump Cheers A Plunge Of The U.S. Dollar “I Think It’s Great”
↗
January 27, 2026
Via
Talk Markets
Topics
Government
Exposures
Political
Donald Trump Is Unworried About The Dollar’s Value
↗
January 27, 2026
Via
Talk Markets
Topics
Government
Exposures
Political
EXCLUSIVE: Trump 'Amplified' Several Investing Themes – ETF CEO Picks 3 Sectors Benefitting The Most
↗
January 27, 2026
Via
Benzinga
Topics
ETFs
Government
Exposures
Political
S&P 500 Posts a Record High on Tech Strength and Solid Corporate Earnings
January 27, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
Tickers
UNH
Exposures
Artificial Intelligence
Interest Rates
Political
As Government Shutdown Panic Swirls, Consider These 2 Top-Performing Gold ETFs to Buy Now
January 27, 2026
Via
Barchart.com
Topics
ETFs
Government
Immigration
Exposures
Immigration
Political
Clover Health (CLOV) Slides As Trump Medicare Advantage Shock And UnitedHealth Earnings Hit Insurer Sentiment
↗
January 27, 2026
Via
Benzinga
Topics
Government
Tickers
UNH
Exposures
Political
Dollar Sinks on US Fiscal and Political Risks
January 27, 2026
Via
Barchart.com
Topics
Economy
Government
World Trade
Exposures
Interest Rates
Political
Tariff
Is Rivian Stock a Buy Before Feb. 12?
↗
January 27, 2026
Via
The Motley Fool
Topics
Electric Vehicles
Government
Tickers
RIVN
VLKAF
VWAGY
VWAPY
Exposures
Electric Vehicles
Political
Crude Prices Jump to a 3-Month High on Dollar Weakness and Iran Risks
January 27, 2026
Via
Barchart.com
Topics
Energy
Government
Exposures
Fossil Fuels
Political
Bitcoin Just Passed the $90,000 Mark. Can These 3 Tailwinds Help It Hold That Price?
↗
January 27, 2026
Via
The Motley Fool
Topics
Economy
Government
Exposures
Interest Rates
Political
UnitedHealth's 20% Stock Plunge Doesn't Faze This Expert: EPS Still 'On Track'
↗
January 27, 2026
Via
Benzinga
Topics
Government
Tickers
UNH
Exposures
Political
Why Applied Industrial (AIT) Shares Are Getting Obliterated Today
January 27, 2026
Via
StockStory
Topics
Earnings
Economy
Government
Tickers
AIT
NVDA
Exposures
Economy
Financial
Interest Rates
Why are U.S. Bonds and Interest Rates Stuck in Neutral in Early 2026?
January 27, 2026
Via
Barchart.com
Topics
Bonds
ETFs
Economy
Exposures
Debt Markets
Interest Rates
Political
The Great AI Detour: Trump’s New Chip Tariffs and the 180-Day Countdown for Critical Minerals
January 27, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Government
Tickers
AMD
AMZN
BABA
MSFT
NVDA
Exposures
Artificial Intelligence
Political
Supply Chain
< 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.