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 >
Polestar's Nasdaq Woes: A Deeper Dive into Minimum Bid Price Compliance and Cross-Border Listing Challenges
Today 17:04 EDT
Via
MarketMinute
Topics
Electric Vehicles
Fraud
Regulatory Compliance
Tickers
BMWYY
F
PSNY
TSLA
VLKAF
VWAGY
Exposures
Electric Vehicles
Legal
Regulatory
Newport Trust Dumps 1.1 Million Parsons (PSN) Shares
Today 16:27 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BA
PSN
Exposures
Legal
Regulatory
Here's Why Bitcoin Is Up 3% Today. It's Not What You Think.
Today 15:15 EDT
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Exposures
Interest Rates
Legal
Regulatory
Inside the Fintech Platform Winning Over a New Generation of Investors in Asia
Today 12:55 EDT
Via
The Motley Fool
Topics
Derivatives
Regulatory Compliance
Tickers
BZ
FUTU
LEGN
PDD
SE
TCOM
Exposures
Derivatives
Legal
Regulatory
Phinge "Test the Waters" Campaign for Potential Regulation A+ Offering, Continues for its Netverse Verified AI & Patented App-less Platform & Hardware
Today 12:10 EDT
Via
PRLog
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
AAPL
Exposures
Artificial Intelligence
Legal
Regulatory
Is Integer Holdings Stock a Buy After the CEO Purchased Shares?
Today 12:09 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ITGR
Exposures
Legal
Regulatory
Vantage Investment Partners Sells Out of $18 Million Floor & Decor (NYSE: FND) Stake: Is the Stock in Trouble?
Today 10:56 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
FND
MSFT
NVDA
Exposures
Legal
Regulatory
Fortifying the Frontier: A Deep Dive into Crypto Security and Fraud Prevention in 2025
Today 10:34 EDT
Via
BreakingCrypto
Topics
Artificial Intelligence
Fraud
Hacking
Exposures
Artificial Intelligence
Information Security
Legal
Global Crypto Regulation Landscape Solidifies: A New Era of Clarity and Compliance
Today 10:30 EDT
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
Exposures
Economy
Legal
Regulatory
Is Tango Therapeutics Stock a Buy, Sell, or Hold After Major Shareholder Third Rock Ventures Sold Nearly Half a Million Shares?
Today 0:39 EDT
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
GILD
TNGX
Exposures
Legal
Regulatory
Investors Are Looking to Axcelis as the Next Wave of Chip Growth Builds
October 30, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Tickers
ACLS
IDCC
MOD
SIMO
Exposures
Legal
Regulatory
Supply Chain
Abner Herrman & Brock Sours on Intuitive Surgical
October 30, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
World Trade
Tickers
IBM
ISRG
JPM
MSFT
NFLX
NVDA
Exposures
Legal
Regulatory
Tariff
Abner Herrman & Brock Shrinks its Home Depot Stake
October 30, 2025
Via
The Motley Fool
Topics
Earnings
Economy
Regulatory Compliance
Tickers
HD
IBM
JPM
MSFT
NFLX
NVDA
Exposures
Financial
Interest Rates
Legal
Investment Planning Advisors Loads Up On QQQM With 72,000 Shares
October 30, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
FRDM
IVZ
MGC
QQQM
SPLG
VCRB
Exposures
Legal
Regulatory
Palisades Investment Partners Dumps $18 Million of Innodata (NASDAQ: INOD) Stock: Should Investors Follow Suit?
October 30, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Tickers
INOD
Exposures
Artificial Intelligence
Legal
Regulatory
Chief Technology Officer Sells 20,000 Fastly Shares for $165K
October 30, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
FSLY
Exposures
Legal
Regulatory
Thames Capital Loads Up on Bitfarms With 7 Million Shares
October 30, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BITF
Exposures
Legal
Regulatory
Premteco Expands Its Global Presence as a Leading Force in LED Display Technology
October 30, 2025
Via
AB Newswire
Exposures
Regulatory
Is Monday.com Stock a Buy, Sell, or Hold After Investment Firm Dilation Capital Dumped Its Entire Stake?
October 30, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
MNDY
Exposures
Legal
Regulatory
Regency Capital Management Increases Holdings in Energy Heavyweight With $3.3 Million Purchase
October 30, 2025
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Tickers
XOM
Exposures
Fossil Fuels
Legal
Regulatory
The AI Gold Rush Continues: How Artificial Intelligence is Reshaping Tech Valuations and Investment
October 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Fraud
Tickers
AAPL
AMD
AMZN
BABA
GOOGL
GS
Exposures
Artificial Intelligence
Economy
Legal
CryptoEasily emphasizes: New opportunities for the ETH ecosystem in the context of the new regulatory era
October 30, 2025
Via
GlobePRwire
Topics
ETFs
Regulatory Compliance
Exposures
Legal
Regulatory
RKM System 5.0 Goes Live: Taking Intelligent Financial Infrastructure to a Higher Level
October 30, 2025
Via
Binary News Network
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
Here’s What a $362 Million Visa Stock Sale Signals for Long-Term Investors
October 30, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AAPL
GOOGL
META
MSFT
NVDA
V
Exposures
Legal
Regulatory
This Wealth Firm Just Sold $8 Million in Small-Cap Stocks — Here’s Why
October 30, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
IVZ
ONEQ
SLQD
VTWG
Exposures
Legal
Regulatory
Following the conclusion of the Hengdian Forum, MEX hit a new high: breaking through $2.41, a growth miracle driven by ecosystem value.
October 30, 2025
Via
Binary News Network
Topics
Artificial Intelligence
Regulatory Compliance
Exposures
Artificial Intelligence
Legal
Regulatory
This Fund Cut $6 Million from One Momentum ETF — But It’s Not About Fear
October 30, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
IVZ
ONEQ
PDP
SLQD
Exposures
Legal
Regulatory
Beyond Meat Has Ushered in the Next Round of Short Squeeze Hype -- and It'll Almost Certainly End in Disappointment
October 30, 2025
Via
The Motley Fool
Topics
Bonds
Regulatory Compliance
Tickers
BYND
RDDT
Exposures
Debt Markets
Legal
Regulatory
Why Analysts Are Backing This New Payment Token Over Ripple (XRP) and Stellar (XLM)
October 30, 2025
Via
GlobePRwire
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
Carvana Stock Drops On Soft Q3 Profit; Rising Subprime Auto Loans Exacerbate Concerns
October 30, 2025
Via
Stocktwits
Topics
Economy
Regulatory Compliance
World Trade
Tickers
CVNA
Exposures
COVID-19
Economy
Legal
< 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.