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
...
26
27
28
29
30
31
32
33
34
...
99
100
Next >
Focus Universal Inc. Launches Universal Smart IoT Apps
October 14, 2025
Via
NewMediaWire
Topics
Regulatory Compliance
Tickers
AAPL
FCUV
Exposures
Legal
Regulatory
Focus Universal Inc. Launches Universal Smart IoT Apps
October 14, 2025
Via
TheNewswire.com
Topics
Regulatory Compliance
Tickers
AAPL
FCUV
Exposures
Legal
Regulatory
Scott Bessent Warns SEC Shutdown Is Halting Major IPOs, Poses 'Serious National Security Issue' For America
↗
October 14, 2025
Via
Benzinga
Topics
Regulatory Compliance
Tickers
INTC
MP
Exposures
Legal
Regulatory
Falcon Energy Materials Uplists to OTCQB Venture Market
October 14, 2025
Via
TheNewswire.com
Topics
Regulatory Compliance
Tickers
TSX-V:FLCN
Exposures
Legal
Regulatory
Flower City Capital Boosts Largest Holding With $3 Million Buy in Vanguard Russell 1000 ETF
↗
October 14, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
VONE
Exposures
Legal
Regulatory
1 Brilliant Cryptocurrency to Buy Before It Soars 2,000%, According to Cathie Wood's Ark Invest
↗
October 14, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
NVDA
Exposures
Legal
Regulatory
Prediction: Bitcoin Will Be Worth $181,000 in 1 Year
↗
October 14, 2025
Via
The Motley Fool
Topics
ETFs
Economy
Regulatory Compliance
Tickers
C
DB
Exposures
Interest Rates
Legal
Regulatory
Billionaire Philippe Laffont Is Selling AMD and Buying This AI Chipmaker He Thinks Can Quadruple in 5 Years (Hint: Not Nvidia)
↗
October 13, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
AMD
ARM
NVDA
Exposures
Artificial Intelligence
Legal
Regulatory
The Great Convergence: Traditional Finance Embraces the Crypto Frontier
October 13, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
Bonds
Derivatives
Tickers
BEN
BK
BLK
FIS
FNF
JPM
Exposures
Artificial Intelligence
Debt Markets
Derivatives
US Crypto Regulatory Landscape Transforms: From 2022 Delays to 2025 Clarity
October 13, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
Bankruptcy
Derivatives
Exposures
Artificial Intelligence
Derivatives
Economy
Big Money Move: Investment Manager Buys $6.9 Million Worth of Johnson & Johnson Shares, According to Recent Filing
↗
October 13, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
JNJ
Exposures
Legal
Regulatory
Vanguard Total Corporate Bond ETF Draws Renewed Interest as Yields Stay Elevated
↗
October 13, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
VTC
Exposures
Debt Markets
Legal
Regulatory
Financials Sector Shines: Hamilton Lane Leads the Charge Amidst S&P 500 Surge
October 13, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
APO
BX
CG
HLNE
KKR
Exposures
Artificial Intelligence
Economy
Interest Rates
Regal Rexnord, Standex, Pangaea, MasTec, and Corning Shares Are Soaring, What You Need To Know
October 13, 2025
Via
StockStory
Topics
Economy
Government
Regulatory Compliance
Tickers
GLW
MTZ
PANL
RRX
SXI
Exposures
Economy
Legal
Political
AdvisorNet Financial Adds $7.4 Million to Vanguard Total Bond Market ETF
↗
October 13, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
BND
Exposures
Debt Markets
Legal
Regulatory
Nilsine Partners Boosts Stake in QQXT as Investors Look Beyond Big Tech
↗
October 13, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
AAPL
ATO
AVGO
EA
NVDA
QQXT
Exposures
Legal
Regulatory
Richard P Slaughter Opens $7.3 Million Position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (NASDAQ:GRID)
↗
October 13, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
FIS
GRID
JPM
Exposures
Legal
Regulatory
AdvisorNet Financial Cuts $3.9 Million From Short-Term Treasury ETF — Here's What Long-Term Investors Should Know
↗
October 13, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
SHY
Exposures
Debt Markets
Legal
Regulatory
Systrade Liquidates Its $5.9 Million Newmont Stock (NYSE:NEM) Position
↗
October 13, 2025
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Tickers
ABX
IBKR
NEM
UBS
Exposures
Legal
Regulatory
Supply Chain
Wall Street's High-Yield Gambit: Autocallables Flood ETFs Amidst "Race for Yield"
October 13, 2025
Via
MarketMinute
Topics
Bonds
Derivatives
ETFs
Tickers
BLK
C
GS
JPM
MS
Exposures
Debt Markets
Derivatives
Legal
As Geopolitical Tensions Mount, Investors Turn to Volatility ETFs for Market Protection
October 13, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
Tickers
AAL
AAPL
BLK
DAL
IBKR
IVZ
Exposures
Artificial Intelligence
COVID-19
Debt Markets
Franklin Street Loads Up on Thermo Fisher Scientific (NASDAQ:TMO): Becomes 8th Largest Holding
↗
October 13, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AAPL
AMZN
MSFT
NVDA
TMO
Exposures
Legal
Regulatory
401(k) Investors Pivot to Safety: A Defining Shift in Retirement Strategy for 2025
October 13, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
BLK
FIS
GS
STT
Exposures
Artificial Intelligence
COVID-19
Debt Markets
JPMorgan Points Finger at Levered ETFs for Exacerbating Market Sell-Offs, Concerns Persist into 2025
October 13, 2025
Via
MarketMinute
Topics
ETFs
Economy
Government
Tickers
BLK
IBKR
JPM
MS
SCHW
Exposures
Interest Rates
Legal
Political
Lineweaver Wealth Fully Exits $11.8 Million Stake in International Stock ETF
↗
October 13, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
IXUS
Exposures
Legal
Regulatory
Bittensor (TAO) Soars Post-Coinbase Listing: Decentralized AI Gains Institutional Traction Amidst Major Token Unlock
October 13, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Tickers
COIN
Exposures
Artificial Intelligence
Economy
Legal
DALY Launches New 500W Portable Charger for Multi-Scene Energy Solutions
October 13, 2025
Via
AB Newswire
Exposures
Regulatory
XRP Defies Gravity: A Deep Dive into Its Rapid Rebound After a Massive Flash Crash and Liquidations
October 13, 2025
Via
BreakingCrypto
Topics
ETFs
Economy
Government
Exposures
Financial
Interest Rates
Legal
Top Investment Advisor Makes Big Sale of Well Known Semiconductor Stock, According to Latest Filing
↗
October 13, 2025
Via
The Motley Fool
Topics
Intellectual Property
Regulatory Compliance
Tickers
QCOM
Exposures
Intellectual Property
Legal
Regulatory
CryptoNewsBreaks – Forward Industries, Inc. (NASDAQ: FORD) Extends Resale Registration Filing Amid Market Volatility, Reaffirms Long-Term Solana Strategy
October 13, 2025
Via
CryptoCurrencyWire
Topics
Regulatory Compliance
Tickers
F
FORD
Exposures
Legal
Regulatory
< Previous
1
2
...
26
27
28
29
30
31
32
33
34
...
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.