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 Ghost in the Machine: AI-Powered Investment Scams Haunt the Holiday Season
November 24, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Fraud
Regulatory Compliance
Tickers
GOOGL
META
MSFT
Exposures
Artificial Intelligence
Legal
Regulatory
Grayscale Unleashes Dogecoin ETF: A Monumental Leap for Meme Coins into Mainstream Finance
November 24, 2025
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
Tickers
BEN
BITO
Exposures
Interest Rates
Legal
Regulatory
Federal AI Preemption Stalls: White House Pauses Sweeping Executive Order Amid State Backlash
November 24, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Government
Tickers
AMZN
GOOGL
META
MSFT
Exposures
Artificial Intelligence
Political
Regulatory
The Digital Dawn: Tokenized Stocks Poised to Reshape Global Financial Markets
November 24, 2025
Via
MarketMinute
Topics
Bonds
Derivatives
Economy
Tickers
BLK
C
COIN
FIS
GS
HOOD
Exposures
Debt Markets
Derivatives
Economy
Altcoin Avalanche: GXRP ETF Ignites New Era for Digital Assets, Reshaping Market Dynamics
November 24, 2025
Via
BreakingCrypto
Topics
Derivatives
ETFs
Economy
Tickers
BEN
BITO
BITS
CDX
COIN
Exposures
Derivatives
Economy
Legal
Trump Family’s $1 Billion Crypto Fortune Plunge Highlights Market Volatility
November 24, 2025
Via
BreakingCrypto
Topics
Government
Regulatory Compliance
Tickers
DJT
Exposures
Legal
Political
Regulatory
The Transit OS: Why Koch Is Betting on Via’s Rewrite of Public Mobility
↗
November 24, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CMP
GETY
IBTA
KBDC
VIA
Exposures
Legal
Regulatory
Focus Universal Inc. to Further Unveil Breakthrough Universal Smart IoT Platform and Next-Generation SEC Financial Reporting Software
November 24, 2025
Via
TheNewswire.com
Topics
Regulatory Compliance
Tickers
FCUV
Exposures
Legal
Regulatory
Focus Universal Inc. to Further Unveil Breakthrough Universal Smart IoT Platform and Next-Generation SEC Financial Reporting Software
November 24, 2025
Via
NewMediaWire
Topics
Regulatory Compliance
Tickers
FCUV
Exposures
Legal
Regulatory
3 Reasons to Buy Rivian Hand Over Fist
↗
November 24, 2025
Via
The Motley Fool
Topics
Electric Vehicles
Regulatory Compliance
World Trade
Tickers
LCID
RIVN
VLKAF
VWAGY
VWAPY
Exposures
Electric Vehicles
Legal
Regulatory
Does Midland Capital Limited possess a legitimate financial license? What is its regulatory status?
November 24, 2025
Via
Binary News Network
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
What is the development history of Midland Capital Limited (MCG)?
November 24, 2025
Via
Binary News Network
Topics
Artificial Intelligence
Regulatory Compliance
Exposures
Artificial Intelligence
Legal
Regulatory
How does the MCG-KI platform ensure investor fund security and trading stability?
November 24, 2025
Via
Binary News Network
Topics
Artificial Intelligence
Regulatory Compliance
Exposures
Artificial Intelligence
Legal
Regulatory
What kind of company is Midland Capital Limited? What are its core businesses?
November 24, 2025
Via
Binary News Network
Topics
Artificial Intelligence
Bonds
ETFs
Exposures
Artificial Intelligence
Debt Markets
Economy
Trump Says He ‘Would Not Be Happy’ If FCC Lifts TV Ownership Cap, Fears It May Boost ‘Radical Left’ Networks
↗
November 23, 2025
Via
Stocktwits
Topics
Government
Law Enforcement
Lawsuit
Tickers
CMCSA
DIS
NXST
TGNA
XLC
Exposures
Financial
Legal
Political
Fund Increases Holdings: Is This Stock a Good Buy?
↗
November 23, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
FSK
Exposures
Legal
Regulatory
SmartStop Self Storage REIT's (SMA) CEO Buys 6,250 Shares for $198,200
↗
November 23, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
SMA
Exposures
Legal
Regulatory
A PennyMac Financial Services (PFSI) Insider Sold 8,775 Shares Worth $1.1 Million
↗
November 23, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
PFSI
Exposures
Legal
Regulatory
Fund Adds $7.2 Million Powell Stake as the Electrical Supplier Posts Record $181 Million Profit
↗
November 23, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Tickers
CC
CZR
HXL
NGVT
POWL
TNC
Exposures
Legal
Regulatory
Supply Chain
Whetstone Sells All Freshworks Shares
↗
November 23, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Regulatory Compliance
Tickers
AMZN
DAVE
FRSH
GOOGL
NET
OPRX
Exposures
Artificial Intelligence
Legal
Regulatory
Billionaire Stanley Druckenmiller Just Bet Big on This Hot IPO Stock. Is It a Buy?
↗
November 23, 2025
Via
The Motley Fool
Topics
ETFs
Initial Public Offering
Regulatory Compliance
Tickers
AMZN
COHR
EBAY
EEM
ENTG
INSM
Exposures
Legal
Regulatory
Securities Market
Is LegalZoom Stock a Buy or Sell After the Chief Legal Officer Dumped Over 23,000 Shares?
↗
November 23, 2025
Via
The Motley Fool
Topics
Intellectual Property
Regulatory Compliance
Tickers
LZ
Exposures
Intellectual Property
Legal
Regulatory
Is Magnite Stock a Buy or Sell After a Member of the Board of Directors Dumped 12,500 Shares?
↗
November 22, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
MGNI
Exposures
Legal
Regulatory
D-Wave Quantum's CFO Sold Nearly $5 Million in Company Stock. Is This a Warning Sign for Shareholders?
↗
November 22, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
QBTS
Exposures
Legal
Regulatory
1 Major Red Flag for This Explosive Quantum Computing Stock
↗
November 22, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
QBTS
Exposures
Legal
Regulatory
MSM Director Buys 6,666 Shares. Is That a Good Sign for Manufacturing?
↗
November 22, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
MSM
Exposures
Legal
Regulatory
Inflection Point More than Doubles Monday.com Shares
↗
November 22, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CARG
COUR
ITRN
KRNT
MNDY
XMTR
Exposures
Legal
Regulatory
HSX Exchange Strengthens Global Brand Positioning With Compliance-Driven Strategy and Institutional-Grade Operations
November 22, 2025
Via
24-7 Press Release
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
Is Avantor Stock a Buy After the CEO Scooped Up Nearly $1 Million in Shares?
↗
November 22, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AMAT
AVTR
Exposures
Legal
Regulatory
P10, Ally Financial, Moelis, and Sixth Street Specialty Lending Shares Skyrocket, What You Need To Know
November 21, 2025
Via
StockStory
Topics
Economy
Regulatory Compliance
Tickers
ALLY
MC
PX
TSLX
Exposures
Interest Rates
Legal
Regulatory
< 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.