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 >
GeoZaps Expands to the Americas with New York Headquarters Strengthening Global Innovation and Vehicle Safety Leadership
Today 0:19 EDT
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Initial Public Offering
Exposures
Artificial Intelligence
Securities Market
Figma Down 54%: Can AI Save The Story?
October 31, 2025
Via
Talk Markets
Topics
Artificial Intelligence
Initial Public Offering
Exposures
Artificial Intelligence
Securities Market
Nexus International Plans IPO In 2027 With Revenue On Track For $1B By Year-End
October 31, 2025
Via
Talk Markets
Topics
Initial Public Offering
Exposures
Securities Market
Why Dave (DAVE) Stock Is Up Today
October 31, 2025
Via
StockStory
Topics
Economy
Initial Public Offering
Tickers
DAVE
Exposures
Economy
Interest Rates
Securities Market
Warby Parker (WRBY) Stock Is Up, What You Need To Know
October 31, 2025
Via
StockStory
Topics
Initial Public Offering
Tickers
AAPL
MSFT
WRBY
Exposures
Securities Market
Jackson Financial (JXN) Stock Is Up, What You Need To Know
October 31, 2025
Via
StockStory
Topics
Artificial Intelligence
Government
Initial Public Offering
Tickers
JXN
NVDA
Exposures
Artificial Intelligence
Pension
Political
Why EVgo (EVGO) Stock Is Up Today
October 31, 2025
Via
StockStory
Topics
Artificial Intelligence
Economy
Electric Vehicles
Tickers
EVGO
NVDA
Exposures
Artificial Intelligence
Economy
Electric Vehicles
Why Is Coinbase (COIN) Stock Soaring Today
October 31, 2025
Via
StockStory
Topics
Derivatives
Initial Public Offering
Tickers
C
COIN
KO
Exposures
Derivatives
Securities Market
Olaplex (OLPX) Stock Trades Down, Here Is Why
October 31, 2025
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Tickers
KO
OLPX
Exposures
Artificial Intelligence
Securities Market
Reddit (RDDT) Shares Skyrocket, What You Need To Know
October 31, 2025
Via
StockStory
Topics
Economy
Initial Public Offering
Tickers
RDDT
Exposures
Interest Rates
Securities Market
Why Is Robinhood (HOOD) Stock Soaring Today
October 31, 2025
Via
StockStory
Topics
Economy
Initial Public Offering
World Trade
Tickers
HOOD
Exposures
Interest Rates
Securities Market
Tariff
Ingram Micro (INGM) Shares Skyrocket, What You Need To Know
October 31, 2025
Via
StockStory
Topics
Artificial Intelligence
Earnings
Initial Public Offering
Tickers
INGM
NVDA
ORCL
Exposures
Artificial Intelligence
Financial
Securities Market
If You'd Invested $10,000 in Beyond Meat Stock 6 Years Ago, Here's How Much You'd Have Today
October 31, 2025
Via
The Motley Fool
Topics
Economy
Initial Public Offering
Tickers
BYND
Exposures
Interest Rates
Securities Market
Reddit (RDDT) Q3 2025 Earnings Call Transcript
October 31, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Initial Public Offering
Tickers
RDDT
Exposures
Artificial Intelligence
Financial
Securities Market
If You'd Invested $10,000 in Oklo Stock 1 Year Ago, Here's How Much You'd Have Today
October 31, 2025
Via
The Motley Fool
Topics
Energy
Government
Initial Public Offering
Tickers
OKLO
Exposures
Electricity Generation
Political
Securities Market
Palantir Stock On Track For Another Blockbuster Year — But Its Comms Chief Is Getting Uneasy About Pro-Trump Tilt
October 31, 2025
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Government
Tickers
AIQ
IVZ
PLTR
Exposures
Artificial Intelligence
Political
Securities Market
Reddit Stock Gains After Beating Estimates With 68% Revenue Growth
October 30, 2025
Via
Investor's Business Daily
Topics
Artificial Intelligence
Initial Public Offering
Tickers
AMZN
RDDT
Exposures
Artificial Intelligence
Securities Market
Why Vita Coco (COCO) Shares Are Trading Lower Today
October 30, 2025
Via
StockStory
Topics
Initial Public Offering
World Trade
Tickers
COCO
Exposures
Securities Market
Tariff
Westlake Partners Earnings Call Transcript
October 30, 2025
Via
The Motley Fool
Topics
Earnings
Initial Public Offering
Tickers
WLKP
Exposures
Financial
Securities Market
Why Mister Car Wash (MCW) Stock Is Trading Up Today
October 30, 2025
Via
StockStory
Topics
Initial Public Offering
Tickers
MCW
Exposures
Securities Market
Why CAVA (CAVA) Shares Are Plunging Today
October 30, 2025
Via
StockStory
Topics
Initial Public Offering
Tickers
CAVA
GS
MS
Exposures
Securities Market
Materialise Targets European Investors with Euronext Brussels Listing Amidst Expanding 3D Printing Market
October 30, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Initial Public Offering
Tickers
DDD
MTLS
SSYS
Exposures
Artificial Intelligence
Securities Market
The AI Gold Rush: Unprecedented Valuations and a Semiconductor Supercycle Reshape the Tech Economy
October 30, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Securities Market
OpenAI’s Trillion-Dollar Pivot: Restructuring Paves Way for Historic IPO and Reshapes AI Landscape
October 30, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Initial Public Offering
Tickers
AMZN
GOOGL
META
MSFT
Exposures
Artificial Intelligence
Securities Market
Circle, Galaxy Are The Only Crypto IPOs In Profit As eToro Sinks 40% Since Debut
October 30, 2025
Via
Benzinga
Topics
Initial Public Offering
Tickers
BLSH
CRCL
ETOR
GEMI
GLXY
Exposures
Securities Market
Capturing Market Insight: Aether Holdings (Nasdaq: ATHR) in the Growing Financial Intelligence Space
October 30, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Initial Public Offering
Tickers
ATHR
Exposures
Artificial Intelligence
Securities Market
Sam Altman's OpenAI Targets Up To $1 Trillion Valuation In Historic IPO After Major Restructuring And California Approval: Report
October 29, 2025
Via
Benzinga
Topics
Initial Public Offering
Tickers
MSFT
SFTBF
SFTBY
Exposures
Securities Market
OpenAI IPO Could Be The Biggest Ever, Aiming For A Whopping $1 Trillion Valuation: Report
October 29, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Initial Public Offering
Tickers
MSFT
NVDA
Exposures
Artificial Intelligence
Securities Market
3 Reasons Why I Just Bought Figma Stock
October 29, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Tickers
FIG
Exposures
Artificial Intelligence
Securities Market
These Hot Stocks Hit Record Highs Wednesday And Joined IBD Best Growth Stock Watchlists Like IBD 50, Sector Leaders
October 29, 2025
Via
Investor's Business Daily
Topics
Initial Public Offering
Exposures
Securities Market
< 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.