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 >
Pampa Energia Founder Buys 288,000 Shares. Does That Make PAM a Stock to Buy?
↗
July 01, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
PAM
Exposures
Legal
Regulatory
OKRCOIN Advances Platform Compliance Upgrades
July 01, 2026
Via
GlobePRwire
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
OKRCOIN Completes Relevant SEC Filing
July 01, 2026
Via
GlobePRwire
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
Churchill Capital Stock Is Surging Wednesday: What Investors Need to Know
↗
July 01, 2026
Via
Benzinga
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
CEO Sells 41,600 Shares of Savers Value Village for $419,000
↗
July 01, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
SVV
Exposures
Legal
Regulatory
United Natural Foods' President Sells 10,000 Shares
↗
July 01, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
UNFI
Exposures
Legal
Regulatory
NCAA Conference Breakdown: SEC, Big Ten, ACC, Big 12, and More
↗
July 01, 2026
Via
Talk Markets
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
XRP Investment Potential: What $10,000 Could Grow Into Over the Next 5 Years
↗
July 01, 2026
Via
The Motley Fool
Topics
ETFs
Lawsuit
Regulatory Compliance
Exposures
Financial
Legal
Regulatory
Is UroGen Pharma a Stock to Sell After Its Chief Medical Officer Let Go of 10,000 Shares?
↗
June 30, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
URGN
Exposures
Legal
Regulatory
Is Accelerant Holdings a Stock to Sell After Its Co-Founder Sold 147,000 Shares?
↗
June 30, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ARX
Exposures
Legal
Regulatory
American Assets Trust's Executive Chairman Bought 10,000 Company Shares. Here's What That Means for Investors.
↗
June 30, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AAT
Exposures
Legal
Regulatory
An Ameresco Director Sold 10,000 Company Shares. Here's a Look at the Transaction.
↗
June 30, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AMRC
Exposures
Legal
Regulatory
Vice Chairman of Alignment Healthcare Sells 25,000 Shares. Does This Mean Sell ALHC?
↗
June 30, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ALHC
Exposures
Legal
Regulatory
Via Transportation, Inc. Securities Class Action Result of Undisclosed Growth Obstacles and Approximately 70% Stock Decline - Investors May Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
June 30, 2026
Via
Newsfile
Topics
Initial Public Offering
Lawsuit
Regulatory Compliance
Tickers
VIA
Exposures
Financial
Legal
Regulatory
Prediction Market ETFs Prompt SEC Review Of Fund Rules As Innovation Accelerates
↗
June 30, 2026
Via
Benzinga
Topics
ETFs
Regulatory Compliance
Exposures
Legal
Regulatory
Dave Perrill Sells 175,000 HIVE Digital Blockchain Shares. What Does This Mean for Investors?
↗
June 30, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
HIVE
Exposures
Legal
Regulatory
Staying Sharp on Market Time: How Modern Financial Professionals Are Consuming Information Differently
June 30, 2026
Via
AB Newswire
Topics
Earnings
Economy
Regulatory Compliance
Exposures
Financial
Interest Rates
Legal
Churchill Capital Stock Edges Lower Tuesday: What The Latest SEC Filings Reveal
↗
June 30, 2026
Via
Benzinga
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
What Does the Sale of Slide Insurance Stock Worth $343,000 by the COO Mean for Investors?
↗
June 30, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
SLDE
Exposures
Legal
Regulatory
Chairman Sells 14,000 PC Connection Shares for $998,000
↗
June 30, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CNXN
Exposures
Legal
Regulatory
A Huron Consulting Director Sold Over 1,800 Company Shares. Here's a Closer Look at the Transaction.
↗
June 30, 2026
Via
The Motley Fool
Topics
Derivatives
Regulatory Compliance
Tickers
HURN
Exposures
Derivatives
Legal
Regulatory
Director Sells 33,000 Impinj Shares Worth $4.6 Million
↗
June 30, 2026
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Tickers
PI
Exposures
Legal
Regulatory
Supply Chain
Nvidia Directors Receive Fresh Annual Stock Awards Worth Thousands Of Shares As NVDA Stock Pops 23% Over A Year
↗
June 30, 2026
Via
Benzinga
Topics
Regulatory Compliance
Tickers
NVDA
Exposures
Legal
Regulatory
Is Septerna a Stock to Sell After an Insider Let Go of 15,000 Shares?
↗
June 29, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
SEPN
Exposures
Lead
Legal
Regulatory
Is Pagaya Technologies a Buy After Its CEO Bought 16,230 Shares?
↗
June 29, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
PGY
Exposures
Legal
Regulatory
A Lincoln Educational Director Sold Over 16,000 Company Shares. Here's a Look at the Transaction.
↗
June 29, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
LINC
Exposures
Legal
Regulatory
What This $398,000 Liquidity Services Insider Sale Might Mean for Investors After a 65% Stock Rally
↗
June 29, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
LQDT
Exposures
Legal
Regulatory
Relay Therapeutics Insider Sale Tops $3 Million as Shares Surge 500% This Past Year
↗
June 29, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
RLAY
Exposures
Legal
Regulatory
Nuvation Bio Stock Is Up 190% Despite Recent Pressure. Should Investors Care About This $753,000 Insider Sale?
↗
June 29, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
NUVB
Exposures
Legal
Regulatory
Robbins LLP Urges IMMP Stockholders to Move for Lead Plaintiff Before the July 6, 2026 Deadline
June 29, 2026
Via
Newsfile
Topics
Regulatory Compliance
Tickers
ASX:IMM
IMMP
Exposures
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.