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
...
27
28
29
30
31
32
33
34
35
...
99
100
Next >
NetworkNewsBreaks – Greenland Energy Co. (NASDAQ: GLND) Directors Purchase Common Stock and Public Warrants in Open Market Transactions
May 18, 2026
Via
Investor Brand Network
Topics
Regulatory Compliance
Tickers
GLND
GLNDW
Exposures
Climate
Legal
Regulatory
Cerity Partners Dumps $10.6M Worth of Climate ETF -- What Investors Should Know
↗
May 18, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Tickers
BWX
IEF
PABU
SCHP
VOO
XLK
Exposures
Debt Markets
Economy
Legal
Investment Advisor Closes Out Position in TREX Stock, According to Latest SEC Filing
↗
May 18, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ALLT
BNED
COMP
INSE
POWW
TREX
Exposures
Legal
Regulatory
Vir Biotechnology Stock Has Nearly Doubled in a Year. One Major Holder Just Trimmed $17 Million
↗
May 18, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
COMP
CPNG
GRAB
RLAY
VIR
Exposures
COVID-19
Legal
Regulatory
Energy Vault Stock Has Surged 500%. One Major Holder Just Sold 3 Million Shares
↗
May 18, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
COMP
CPNG
GRAB
NRGV
RLAY
VIR
Exposures
Legal
Regulatory
Is Appian Stock a Buy After the Chief Revenue Officer Acquired Over 5,000 Shares?
↗
May 18, 2026
Via
The Motley Fool
Topics
Derivatives
Regulatory Compliance
Tickers
APPN
Exposures
Derivatives
Legal
Regulatory
Investment Advisor Bets Big on Theme Park Stock, Latest SEC Filing Reveals
↗
May 18, 2026
Via
The Motley Fool
Topics
Intellectual Property
Regulatory Compliance
Tickers
ALLT
BNED
COMP
FUN
INSE
POWW
Exposures
Intellectual Property
Legal
Regulatory
B2i Digital Announces Precious Metals & Critical Minerals Hybrid Conference, May 21, 2026
May 18, 2026
Via
NewMediaWire
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
B2i Digital Announces Precious Metals & Critical Minerals Hybrid Conference, May 21, 2026
May 18, 2026
Via
TheNewswire.com
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
1607 Capital Trims Its QQQX Stake by $4.9 Million -- Signal or Just Rebalancing?
↗
May 18, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BBJP
EUFN
EWL
FEZ
GOVT
QQQX
Exposures
Legal
Regulatory
OS Therapies Reports First Quarter 2026 Financials and Provides Business Update
May 18, 2026
Via
Newsfile
Topics
Regulatory Compliance
Tickers
OSTX
Exposures
Legal
Product Safety
Regulatory
Elon Musk's SpaceX Wants The FCC To Kill $4.5 Billion Major Rural Internet Subsidy Program
↗
May 18, 2026
Via
Benzinga
Exposures
Regulatory
BlackRock’s CORO ETF Beat Its Benchmark by 6 Points. One Firm Just Bought $55 Million
↗
May 17, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
AAPL
BLK
CORO
NVDA
Exposures
Legal
Regulatory
What Lone Peak’s $20 Million Thermon Exit Could Signal After Record Earnings
↗
May 17, 2026
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Tickers
CAH
HSIC
KDP
OPLN
THR
UPS
Exposures
Electricity Generation
Legal
Regulatory
KBR Stock Has Fallen 45% This Past Year, but One Investor Just Disclosed a New $24 Million Bet
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CAH
HSIC
KBR
KDP
OPLN
UPS
Exposures
Legal
Regulatory
Boxer Capital’s $18 Million Corvus Pharma Bet Signals Confidence in This Biotech’s Next Phase
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CELC
CRVS
KOD
KYMR
RVMD
TNGX
Exposures
Lead
Legal
Regulatory
Why One Healthcare Fund Increased Its Kodiak Sciences Stake Amid an Eye-Popping Rally
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CELC
KOD
KYMR
RVMD
TNGX
Exposures
Lead
Legal
Regulatory
A China Tech Fund Opens a Biotech Position — Here's What That Actually Signals
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
EDU
KSPI
LEGN
PDD
RLX
YMM
Exposures
Legal
Regulatory
With YMM Down 29%, First Beijing Bought 13 Million More Shares
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
EDU
KSPI
LEGN
PDD
RLX
YMM
Exposures
Legal
Regulatory
GDS Was Already Up 47% — Pinpoint Tripled Its Stake Anyway
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
GDS
GLD
GOOGL
IBIT
STX
TSM
Exposures
Legal
Regulatory
M&G Shaved 2.4% of Methanex After a Near-Doubling
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Tickers
AMCR
AZN
MEOH
META
MSFT
Exposures
Legal
Regulatory
Supply Chain
Tyra Biosciences Stock Has Soared 280% in a Year. One Fund Just Disclosed Buying More Shares
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ABVX
COGT
PRAX
SYRE
TYRA
Exposures
Legal
Regulatory
This Biotech Has a June 30 FDA Catalyst. A Fund Just Cut Its Stake by $7 Million
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ABVX
COGT
PRAX
SYRE
VRDN
Exposures
Legal
Product Safety
Regulatory
This Obesity Drug Stock Has Jumped 60% as Phase 3 Plans Advance. A Fund Just Sold $4.7 Million
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ABVX
COGT
GPCR
PRAX
SYRE
Exposures
Lead
Legal
Regulatory
Alumis Stock Has Soared 400%. Cormorant Bought Another $8 Million Last Quarter
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ALMS
BBOT
ERAS
EWTX
EYPT
PRAX
Exposures
Legal
Regulatory
Erasca Stock Is Up 715%. Here’s Why One Biotech Fund Still Bought $68 Million More
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BBOT
ERAS
EWTX
EYPT
PRAX
Exposures
Lead
Legal
Regulatory
A Merit Medical Systems Director Sold 5,000 Company Shares. What Does That Mean for Investors?
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
MMSI
Exposures
Legal
Regulatory
Is the iShares EEMA ETF a Buy After Gateway Wealth Partners Raised Its Stake by $17.5 Million?
↗
May 17, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
AAPL
EEMA
NVDA
Exposures
Legal
Regulatory
Pulse Biosciences CEO Bought 15,000 Company Shares. Here's What That Means for Investors.
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
PLSE
Exposures
Legal
Regulatory
Is Opendoor Stock a Buy After Its CEO Purchased 100,000 Shares?
↗
May 17, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
OPEN
Exposures
Legal
Regulatory
< Previous
1
2
...
27
28
29
30
31
32
33
34
35
...
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.