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 >
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
The Tariff Shock of 2025: How Trump’s North American Trade Offensive Redrew the Market Map
January 27, 2026
Via
MarketMinute
Topics
Economy
Government
Law Enforcement
Tickers
ASTL
AVGO
BMO
BNS
CLF
DEO
Exposures
Economy
Fossil Fuels
Interest Rates
Why This Week May Be A Game-Changer For The Federal Reserve
↗
January 27, 2026
Via
Investor's Business Daily
Topics
Economy
Government
Tickers
BLK
Exposures
Interest Rates
Political
Washington’s $1.6 Billion Rare Earth Gambit: Securing the High-Tech Frontier Against Global Volatility
January 27, 2026
Via
MarketMinute
Topics
Bankruptcy
Economy
Electric Vehicles
Tickers
ASX:LYC
MP
USAR
UUUU
Exposures
Economy
Electric Vehicles
Financial
Silver Shakes the Foundations of Global Finance as Prices Blast Past $113 per Ounce
January 27, 2026
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AG
HYMC
PAAS
USAS
VZLA
Exposures
Artificial Intelligence
Economy
Electric Vehicles
The Behemoth Braces: UnitedHealth Group (UNH) and the 2027 Medicare Advantage Reckoning
January 27, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Government
Tickers
CNC
CVS
ELV
HUM
UNH
Exposures
Artificial Intelligence
Economy
Interest Rates
The US Formally Exits the World Health Organization
January 27, 2026
Via
Investor Brand Network
Topics
Government
Tickers
BMWYY
Exposures
Political
Are Trump's Tariffs Helping XRP, or Hurting It?
↗
January 27, 2026
Via
The Motley Fool
Topics
Government
Lawsuit
World Trade
Exposures
Financial
Legal
Political
One Year On, Trump's Golden Dome Missile Defense System Struggles For Momentum As China Pushes Ahead: Report
↗
January 27, 2026
Via
Benzinga
Topics
Government
Exposures
Political
Redwire Stock Surged 12% Pre-Market Today — What’s Fueling The Rally?
↗
January 27, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Government
Supply Chain
Tickers
FITE
ISMD
RDW
ROKT
Exposures
Artificial Intelligence
Political
Supply Chain
Investors Are Flocking to This ETF. It Could Outperform the S&P 500 for Years.
↗
January 27, 2026
Via
The Motley Fool
Topics
Credit Cards
ETFs
Economy
Tickers
BAC
BRK-A
BRK-B
JPM
MA
V
Exposures
Interest Rates
Political
US Equities
Silver Soared 144% in 2025. History Says It Could Crash in 2026.
↗
January 27, 2026
Via
The Motley Fool
Topics
Economy
Government
World Trade
Exposures
Economy
Interest Rates
Political
UnitedHealth, Humana, CVS Dive On Flat 2027 Medicare Advantage Rates; UNH Earnings Mixed
↗
January 27, 2026
Via
Investor's Business Daily
Topics
Government
Tickers
HUM
UNH
Exposures
Political
Stock Index Futures Gain on Tech Boost, FOMC Meeting and Earnings in Focus
January 27, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
Tickers
AAPL
MSFT
WFC
Exposures
Artificial Intelligence
Interest Rates
Political
Are Wall Street Analysts Predicting NVIDIA Stock Will Climb or Sink?
January 27, 2026
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Government
Tickers
NVDA
Exposures
Artificial Intelligence
Political
Tariff
Why Shares of TMC the metals company Ripped 450.9% Higher in 2025 and Can Continue Flying Higher in 2026
↗
January 27, 2026
Via
The Motley Fool
Topics
Government
World Trade
Tickers
TMC
Exposures
Political
Tariff
This Unstoppable Stock Soared by 264% in 2025. Here's What Could Happen in 2026.
↗
January 27, 2026
Via
The Motley Fool
Topics
Economy
Government
Tickers
AMC
CME
GME
OPEN
PYPL
RDDT
Exposures
Interest Rates
Political
The Doctor Is In: Burry Bets on the Meme King While Trump Eyes a Maple Leaf Tariff
↗
January 27, 2026
Via
Chartmill
Topics
Government
Tickers
CRWV
GME
INTC
META
MSFT
NVDA
Exposures
Political
Nasdaq, S&P 500 Futures Climb As Investors Brace For Earnings Rush, Fed Signals: Why META, MSFT, MU, UNH, GME Are On Traders' Radar Today
↗
January 27, 2026
Via
Stocktwits
Topics
ETFs
Economy
Government
Tickers
AAL
AAPL
AMZN
BA
CVS
DIA
Exposures
Financial
Interest Rates
Legal
Bernie Sanders Says Thanks To Trump Larry Ellison Gets To Control TikTok US Algorithm And That Is What 'Oligarchy' Looks Like
↗
January 27, 2026
Via
Benzinga
Topics
Government
Exposures
Political
Melania Memecoin Outshines Bitcoin, Dogecoin As Trump Promotes Documentary On First Lady, Calls It A 'Must Watch'
↗
January 27, 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.