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
...
5
6
7
8
9
10
11
12
13
...
99
100
Next >
What This $18 Million Exit From a 4.5% Yield Bond ETF Signals for Long-Term Investors
↗
May 05, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
FIXD
UITB
Exposures
Debt Markets
Legal
Regulatory
Why This $18 Million ETF Buy Targets Small Cap Stocks With 22% Returns
↗
May 05, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
UITB
USVM
Exposures
Legal
Regulatory
BlueChip Exits Full International Equity ETF Stake Worth $4 Million
↗
May 05, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
FDL
IJH
SCHD
SEIE
SPY
VUSB
Exposures
Legal
Regulatory
SEC Investigates Potential Fraud In Private Credit
↗
May 05, 2026
Via
Benzinga
Topics
Fraud
Regulatory Compliance
Exposures
Legal
Regulatory
Repligen (RGEN) Shares Skyrocket, What You Need To Know
May 05, 2026
Via
StockStory
Topics
Artificial Intelligence
Earnings
Regulatory Compliance
Tickers
RGEN
Exposures
Artificial Intelligence
Financial
Legal
Flaharty Takes a Fresh Stake in Cloud Computing With $19.1M SKYY Position
↗
May 05, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Tickers
FTSL
JAAA
KORP
MINT
SKYY
XLF
Exposures
Artificial Intelligence
Legal
Regulatory
Gratus Wealth Trims QQEW Stake by $22 Million -- Is Equal-Weight Nasdaq Still Worth Holding?
↗
May 05, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
DGRO
IBDR
MGK
QQEW
QQQ
XSMO
Exposures
Legal
Regulatory
Commercial Bank Press Release Templates For Financial Announcements Released
May 05, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Regulatory Compliance
Exposures
Artificial Intelligence
Legal
Regulatory
Hedge Fund Dumps XPEV Shares Worth $29.5 Million, According to Recent SEC Filing
↗
May 05, 2026
Via
The Motley Fool
Topics
Electric Vehicles
Regulatory Compliance
Tickers
CRCL
MU
SNDK
SUPX
XPEV
Exposures
Electric Vehicles
Legal
Regulatory
Hedge Fund Shuts the Door on Retail Brokerage, According to Latest SEC Filing
↗
May 05, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BULL
CRCL
MU
SNDK
SUPX
Exposures
Legal
Regulatory
Is Yum China a Buy After Investment Firm Matthews Purchased Shares Worth $12.57 Million?
↗
May 05, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CYD
LEGN
PDD
TSM
YUMC
Exposures
Legal
Regulatory
Donnelley Financial Solutions (NYSE:DFIN) Reports Q1 CY2026 In Line With Expectations
May 05, 2026
Via
StockStory
Topics
Regulatory Compliance
Tickers
AMZN
DFIN
PYPL
Exposures
Legal
Regulatory
Avantax Loads Up on JPEF With a $128M Stake in Q1
↗
May 05, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
JPEF
JPM
SCHD
SCHF
SCHG
SCHV
Exposures
Legal
Regulatory
Elon Musk Settles SEC Twitter Disclosure Lawsuit For $1.5 Million, Avoids Admitting Wrongdoing
↗
May 05, 2026
Via
Benzinga
Topics
Lawsuit
Regulatory Compliance
Tickers
META
Exposures
Financial
Legal
Regulatory
Crypto News: Ethereum Based Crypto Pepeto Presale Announces $9.813M Raised While BNB Price Prediction Turns Bullish
May 04, 2026
Via
First Publisher
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Tickers
AAPL
NVDA
TSLA
Exposures
Artificial Intelligence
Legal
Regulatory
Prediction Market ETFs Delayed As SEC Demands More Disclosure
↗
May 04, 2026
Via
Benzinga
Topics
ETFs
Regulatory Compliance
Tickers
HOOD
Exposures
Legal
Regulatory
Hudson Valley POTS Analog Line Replacements: Guide For Property Owners Announced
May 04, 2026
Via
Press Release Distribution Service
Topics
Credit Cards
Retirement
Tickers
VZ
Exposures
Interest Rates
Pension
Regulatory
Adaptive Biotechnologies' Chief Operating Officer Sold Over 19,000 Company Shares. Here's What That Means for Investors.
↗
May 04, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ADPT
Exposures
Legal
Regulatory
Brookwood Cuts FLXR Position by $3 Million -- What Income Investors Should Know
↗
May 04, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
AAPL
AVGO
FLXR
GOOGL
NVDA
VUG
Exposures
Debt Markets
Legal
Regulatory
A Revolve Group (RVLV) CEO Sold 119,000 Shares for $3.1 Million
↗
May 04, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
RVLV
Exposures
Legal
Regulatory
New Wave Wealth Advisors Bets on Data Centers to Capture AI Growth
↗
May 04, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Tickers
DTCR
FYC
WMT
Exposures
Artificial Intelligence
Legal
Regulatory
Kailix Advisors Establishes Significant Stake in Select Water Solutions, According to Recent SEC Filing
↗
May 04, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AMRZ
BTU
CSTM
DCH
GPRE
WTTR
Exposures
Legal
Regulatory
Modus Advisors Loads Up on International Value With $3.5 Million JIVE Buy
↗
May 04, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
GOOGL
IAU
IVZ
JIVE
JPM
NVDA
Exposures
Legal
Regulatory
Villere St Denis Liquidates $18 Million Euronet Worldwide Stake, According to Recent SEC Filing
↗
May 04, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CVX
EEFT
JPM
LGND
LMT
V
Exposures
Legal
Regulatory
Why Is Xanadu Quantum Technologies Stock Falling On Monday?
↗
May 04, 2026
Via
Benzinga
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
This MapLight Insider Sold 69,000 Shares for $2.1 Million at the End of April
↗
May 04, 2026
Via
The Motley Fool
Topics
Derivatives
Regulatory Compliance
Tickers
MPLT
Exposures
Derivatives
Legal
Regulatory
Avis (CAR) Q1 2026 Earnings Call Transcript
↗
May 04, 2026
Via
The Motley Fool
Topics
Earnings
Regulatory Compliance
Tickers
CAR
Exposures
Financial
Legal
Regulatory
With Aluminum Demand Soaring, This Director Sold 1,524 Kaiser Aluminum Shares Worth $261,000
↗
May 04, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
KALU
Exposures
Legal
Regulatory
SEC Just Hit Pause On Prediction Market ETFs But Wall Street Is Still All In
↗
May 04, 2026
Via
Benzinga
Topics
ETFs
Regulatory Compliance
Exposures
Legal
Regulatory
Is Lucid Stock a Buy After a 10% Owner Scooped Up 55,000 Shares?
↗
May 04, 2026
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Tickers
LCID
Exposures
Legal
Regulatory
Supply Chain
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
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.