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 >
Here's Why One Investor Took Profits in This Growth ETF While Staying Long-Term Bullish
October 26, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
IUSG
Exposures
Debt Markets
Legal
Regulatory
RV Capital Pares Down its $55 Million Interactive Brokers (NASDAQ: IBKR) Stake
October 26, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
IBKR
Exposures
Debt Markets
Legal
Regulatory
Nepsis Liquidates $14 Million CyberArk Software (NASDAQ: CYBR) Position: Did the Stock Soar Too High, Too Fast?
October 26, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CYBR
SHOP
Exposures
Legal
Regulatory
GENIUS Act Unleashes New Era of Stablecoin Regulation, Reshaping Crypto Landscape
October 26, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Tickers
COIN
Exposures
Artificial Intelligence
Economy
Interest Rates
BitMine Immersion Technologies (BMNR) Ignites Market with $13 Billion Ethereum Bet, Stock Surges 700%
October 26, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Tickers
BMNR
MSTR
Exposures
Artificial Intelligence
Legal
Regulatory
Bitcoin’s Resurgent Bull Run Ignites Trump-Backed American Bitcoin Corp (NASDAQ: ABTC) Stock
October 26, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Tickers
ABTC
MARA
RIOT
Exposures
Artificial Intelligence
Economy
Interest Rates
Altcoin Avalanche: Solana ETF Launch, Ethereum ETF Deadline, and Massive Token Unlocks Set to Define the Week Ahead
October 26, 2025
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
Tickers
BLK
Exposures
Interest Rates
Legal
Regulatory
XRP Poised for Historic Double-Digit Rally as Regulatory Clarity, ETF Hopes, and Institutional Inflows Converge
October 26, 2025
Via
BreakingCrypto
Topics
Derivatives
ETFs
Economy
Tickers
BEN
Exposures
Derivatives
Economy
Financial
GENIUS Act Unleashes Anticipated Stablecoin Payment Revolution, Reshaping Global Finance
October 26, 2025
Via
BreakingCrypto
Topics
ETFs
Economy
Government
Tickers
BLK
COIN
CRCL
Exposures
Economy
Interest Rates
Legal
Billionaire David Tepper Is Selling Meta Platforms and Buying This Genius AI Stock, Up 1,150% Since 2023
October 26, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
AMD
AVGO
NVDA
Exposures
Artificial Intelligence
Legal
Regulatory
Should You Buy XRP (Ripple) While It's Under $3?
October 26, 2025
Via
The Motley Fool
Topics
Government
Lawsuit
Regulatory Compliance
Tickers
PYPL
Exposures
Financial
Legal
Political
The Great Rotation: Investors Flee Gold and Silver for Bitcoin, Igniting Altcoin Season Speculation
October 26, 2025
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
Tickers
ABX
COIN
GOLD
MARA
MSTR
NEM
Exposures
Interest Rates
Legal
Regulatory
Amplius Wealth Trims Global ETF but Keeps Core Exposure Through Flagship Fund
October 26, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
ACWI
Exposures
Debt Markets
Legal
Regulatory
Wealth Firm Exits Goldman Sachs S&P 500 Income ETF — Here's What Long-Term Investors Should Know
October 26, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Stocks
Tickers
AMZN
GS
Exposures
Legal
Regulatory
US Equities
Strong Signal: Large Investment Manager Loads the Boat With Shares of Semiconductor Stock
October 26, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Supply Chain
Tickers
AMZN
GOOGL
LRCX
MSFT
NVDA
Exposures
Artificial Intelligence
Legal
Regulatory
Under-The-Radar Artificial Intelligence (AI) Stock Shines In Portfolio Expansion
October 26, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
AMZN
GOOGL
MPWR
MSFT
NVDA
Exposures
Artificial Intelligence
Legal
Regulatory
Growth Fund Dumps $25 Million in Vertex Stock as Weak Quarter Hit Returns
October 26, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CWST
DSGX
FSV
RBC
ROAD
VERX
Exposures
Legal
Regulatory
Up 89% Year-To-Date, Advisory Firm Trims Back Holdings of Aerospace Tech Stock
October 26, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CWST
DSGX
FSV
MRCY
RBC
ROAD
Exposures
Legal
Regulatory
Independent Investment Manager Sells $24.6 Million of Exponent Stock, According to Recent Filing
October 26, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CWST
DSGX
EXPO
FSV
RBC
ROAD
Exposures
Legal
Regulatory
Regency Capital Loads Up on Wesco International (WCC) With 15,000 Share Purchase
October 26, 2025
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Tickers
CB
COST
MKL
WCC
Exposures
Legal
Regulatory
Supply Chain
TB Alternative Assets Trimmed its Constellation Energy (CEG) Stake by Over 94,000 Shares
October 26, 2025
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Tickers
CEG
Exposures
Fossil Fuels
Legal
Regulatory
Euro Pacific Dumps $3 Million Worth of Its Kinross Gold Stake
October 26, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AEM
B
FNV
KGC
OR
PAAS
Exposures
Legal
Regulatory
Intel Just Delivered for Investors. Here Are 6 Key Things to Know.
October 26, 2025
Via
The Motley Fool
Topics
Earnings
Regulatory Compliance
Tickers
INTC
NVDA
Exposures
Financial
Legal
Regulatory
Warwick Loads Up On the Vanguard Total Corporate Bond ETF (VTC) With 86,000 Shares in Q3 Buy
October 26, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
DFAC
QQQ
SCHK
VTC
VTV
XLRE
Exposures
Debt Markets
Legal
Regulatory
Is Conestoga Capital Dumping Nearly 4 Million Shares of CCC Intelligent Solutions a Warning Sign, or Is the Stock a Buy?
October 25, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Tickers
CCCS
Exposures
Artificial Intelligence
Economy
Legal
Is XRP the Best Cryptocurrency to Buy With $1,000 Right Now?
October 25, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
VVPR
WT
Exposures
Legal
Regulatory
Trump Taps Pro-Crypto Michael Selig for CFTC Chair, Signaling New Era for Digital Asset Regulation
October 25, 2025
Via
MarketMinute
Topics
Derivatives
Government
Regulatory Compliance
Tickers
CME
COIN
Exposures
Derivatives
Legal
Political
BlockDAG's Alleged Kraken Deal and Coinbase Listing Leaks Ignite Market Frenzy, Reshaping Altcoin Landscape
October 25, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
COIN
Exposures
Artificial Intelligence
Legal
Regulatory
Royce OTC Micro (NYSE:RMT) Soars to New 52-Week High Amidst Micro-Cap Resurgence
October 25, 2025
Via
MarketMinute
Topics
Economy
Regulatory Compliance
Tickers
RMT
Exposures
Economy
Legal
Regulatory
What Occidental Petroleum’s Latest Backer Sees in Oil’s Next Chapter
October 24, 2025
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Tickers
INTC
OXY
PFE
RIO
VTRS
ZBH
Exposures
Climate
Fossil Fuels
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.