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
...
25
26
27
28
29
30
31
32
33
...
99
100
Next >
Strong Gains, Full Exit — What H World's China Bet Could Mean Now
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
EDU
HTHT
INTC
JOYY
VIPS
Exposures
Legal
Regulatory
INDUS runs a two-stock book — and just added more of the bigger one
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
HTHT
KT
Exposures
Legal
Regulatory
Here's What Will Happen in Crypto If The Clarity Act Passes
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
Bridge City Nearly Tripled Its Addus Position — Into a Down Stock
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ADUS
ATEN
ENSG
ONTO
RBC
STRL
Exposures
Legal
Regulatory
A beaten-down biotech just lost a meaningful backer — should you care?
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ENSG
HRMY
STRL
Exposures
Legal
Regulatory
SailingStone Capital Initiates West Fraser Timber Position, According to Recent SEC Filing
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CMP
EPD
LIN
RRC
WFG
Exposures
Legal
Regulatory
This Pawn Shop Stock Has Jumped 135% and One Fund Just Disclosed a New $39 Million Stake
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AIR
EZPW
MRX
SXI
VVX
Exposures
Legal
Regulatory
Genius Sports Revenue Surged 31% Last Quarter. So Why Did This Investor Bail?
↗
May 19, 2026
Via
The Motley Fool
Topics
Initial Public Offering
Regulatory Compliance
Tickers
AIR
EZPW
GENI
MRX
SXI
VVX
Exposures
Legal
Regulatory
Securities Market
What to Know About This Fund’s $36 Million Sale of Huron Consulting
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AIR
EZPW
HURN
MRX
SXI
VVX
Exposures
Legal
Regulatory
Standex Stock Has Surged 60%. Here’s Why One Fund Still Bought $49 Million Worth
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AIR
EZPW
MRX
SXI
VVX
Exposures
Legal
Regulatory
Landmark Investment Partners Cuts Howard Hughes Holdings Stake, According to Recent SEC Filing
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AIV
CBRE
CNS
DEI
HHH
HLT
Exposures
Legal
Regulatory
This REIT Yielding 16% Just Landed a New $5 Million Bet From EMG Holdings
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CPT
DX
EFC
MFA
MHO
PFSI
Exposures
Legal
Regulatory
KB Home Stock Is Down 15%. So Why Did One Investor Buy Up $4 Million in Shares Last Quarter?
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CPT
EFC
KBH
MFA
MHO
PFSI
Exposures
Legal
Regulatory
ZoomInfo Grew Revenue Just 1.5% as This Fund Sold $17 Million in Shares Last Quarter
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BKU
EVRG
GTM
HUBG
RRX
SKY
Exposures
Legal
Regulatory
A Deep Dive Into NVIDIA’s Latest Portfolio Moves
↗
May 19, 2026
Via
MarketBeat
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Tickers
COHR
CRWV
GENB
INTC
LITE
MRVL
Exposures
Artificial Intelligence
Legal
Regulatory
Why This Fund Sold $23 Million of Hayward Stock Despite Strong 12% Revenue Growth
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BKU
EVRG
HAYW
HUBG
RRX
SKY
Exposures
Legal
Regulatory
Triata Capital Exits ACM Research Position, According to Recent SEC Filing
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Tickers
ACMR
BABA
GDS
PDD
QFIN
VNET
Exposures
Legal
Regulatory
Supply Chain
Dauch Stock Is Up 28%, and One Fund Just Revealed Opening Up a $24 Million Position
↗
May 19, 2026
Via
The Motley Fool
Topics
Electric Vehicles
Regulatory Compliance
Supply Chain
Tickers
BKU
DCH
EVRG
HUBG
RRX
SKY
Exposures
Electric Vehicles
Legal
Regulatory
Dyne Therapeutics Is Up 40%, but One Biotech Fund Just Disclosed Selling $14 Million Worth of Shares
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ABVX
ALMS
AMLX
DYN
PCVX
PHVS
Exposures
Legal
Regulatory
What This Fund’s $14 Million Ocular Therapeutix Exit Could Signal for Investors
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ABVX
ALMS
AMLX
OCUL
PCVX
PHVS
Exposures
Legal
Regulatory
Boot Barn Gets a Vote of Confidence From SouthernSun
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BOOT
DAR
EXTR
LPX
MUSA
Exposures
Legal
Regulatory
Is Upstart Stock a Buy After the CEO Purchased Shares Worth $1.4 Million?
↗
May 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
UPST
Exposures
Artificial Intelligence
Legal
Regulatory
MSA Advisors Sells Out of Vail Resorts Position, Unloads $8.3 Million in Stock
↗
May 19, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
MTN
SBUX
Exposures
Legal
Regulatory
Investment Advisor Trims Position in Automotive Supplier, According to Recent SEC Filing
↗
May 19, 2026
Via
The Motley Fool
Topics
Electric Vehicles
Regulatory Compliance
Supply Chain
Tickers
CE
DCH
DHC
ET
GTX
TLN
Exposures
Electric Vehicles
Legal
Regulatory
NorthCoast Adds $15.7 Million Worth of IBTH -- a Steady Bet on Short-Term Treasuries
↗
May 19, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
AAPL
IBTH
IVV
MSFT
NVDA
SPY
Exposures
Debt Markets
Legal
Regulatory
Is KBR Stock a Buy After a Company Director Purchased 3,000 Shares?
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
KBR
Exposures
Legal
Regulatory
Should You Buy the 27% Dip in AppLovin Stock?
↗
May 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Law Enforcement
Regulatory Compliance
Tickers
APP
Exposures
Artificial Intelligence
Legal
Regulatory
Perella Weinberg CFO Nets $1 Million With 51,000-Share Sale. Time to Follow?
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
PWP
Exposures
Legal
Regulatory
Investment Advisor Sells $5.9 Million Worth of REAL, According to Latest SEC Filing
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ALLT
BNED
COMP
INSE
POWW
REAL
Exposures
Legal
Regulatory
This Regional Bank's Chief Accounting Officer Just Sold 2,000 Shares for $76,000
↗
May 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
HTH
Exposures
Legal
Regulatory
< Previous
1
2
...
25
26
27
28
29
30
31
32
33
...
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.