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
Why Compass (COMP) Stock Is Up Today
January 15, 2026
Via
StockStory
Topics
Initial Public Offering
Tickers
COMP
Exposures
Securities Market
Why Reddit (RDDT) Stock Is Nosediving
January 15, 2026
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Supply Chain
Tickers
NVDA
RDDT
RY
TSX:RY
Exposures
Artificial Intelligence
Securities Market
Supply Chain
Why WeightWatchers (WW) Shares Are Sliding Today
January 15, 2026
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Stocks
Tickers
KO
MS
MSFT
WW
Exposures
Artificial Intelligence
Securities Market
US Equities
Arhaus (ARHS) Stock Trades Up, Here Is Why
January 15, 2026
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Tickers
ARHS
KO
MS
MSFT
Exposures
Artificial Intelligence
Securities Market
Wall Street’s Golden Era Returns: Goldman Sachs Shatters Records at $920 as M&A Renaissance Ignites
January 15, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
GS
JPM
MS
Exposures
Artificial Intelligence
Economy
Interest Rates
Down Nearly 80%, Should You Buy Figma (FIG) Stock Right Now?
↗
January 15, 2026
Via
The Motley Fool
Topics
Initial Public Offering
Tickers
ADBE
FIG
Exposures
Securities Market
Wells Fargo’s Mixed 2025 Finale: Why Tepid Guidance Triggered a 4.6% Sell-Off
January 15, 2026
Via
MarketMinute
Topics
Credit Cards
Economy
Initial Public Offering
Tickers
AAPL
BAC
C
GS
JPM
MS
Exposures
Interest Rates
Securities Market
A High-Velocity Growth Story Emerges in Marine and Luxury Markets
January 15, 2026
Via
PRLog
Topics
Initial Public Offering
Tickers
FLYX
OTH
Exposures
Securities Market
Why monday.com (MNDY) Stock Is Trading Up Today
January 15, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AVGO
KO
MNDY
MSFT
NVDA
Exposures
Artificial Intelligence
Interest Rates
Securities Market
Fluence Energy (FLNC) Shares Skyrocket, What You Need To Know
January 15, 2026
Via
StockStory
Topics
Initial Public Offering
Tickers
FLNC
Exposures
Securities Market
Why Instacart (CART) Stock Is Trading Lower Today
January 15, 2026
Via
StockStory
Topics
Initial Public Offering
Tickers
CART
KO
KR
MSFT
UBER
Exposures
Securities Market
Is Chime Financial (CHYM) a Millionaire Maker Stock?
↗
January 15, 2026
Via
The Motley Fool
Topics
Credit Cards
Initial Public Offering
Tickers
CHYM
COF
SOFI
TBBK
V
Exposures
Interest Rates
Securities Market
Stock-Split Watch: Is Figma Next?
↗
January 15, 2026
Via
The Motley Fool
Topics
Initial Public Offering
Tickers
FIG
Exposures
Securities Market
Goldman Sachs Q4 Earnings: A Tale of Two Tapes as Wall Street Braces for a 2026 Dealmaking Boom
January 15, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AAPL
BAC
C
GS
JPM
MS
Exposures
Artificial Intelligence
Interest Rates
Securities Market
Morgan Stanley Sees 2026 IPO Wave, CFO Flags Bigger Pipeline, Broader Dealmaking
↗
January 15, 2026
Via
Benzinga
Topics
Initial Public Offering
Tickers
MS
Exposures
Securities Market
The Newest Stock in the Nasdaq-100 Soared 549,000% Since Its IPO, and It's Still a Buy Right Now, According to Wall Street (Hint: Not Strictly a Tech Company)
↗
January 15, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Bankruptcy
Initial Public Offering
Tickers
AZN
WMT
Exposures
Artificial Intelligence
Financial
Legal
SpaceX To Carry Out NASA’s First-Ever Medical Evacuation From ISS
↗
January 14, 2026
Via
Stocktwits
Topics
Initial Public Offering
Tickers
BA
Exposures
Securities Market
Alphabet vs. OpenAI: Which AI Giant Will Drive 100% Gains?
↗
January 14, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Tickers
GOOG
GOOGL
NVDA
Exposures
Artificial Intelligence
Securities Market
Texas Bolsters Semiconductor Sovereignty with $15.2 Million Grant for Tekscend Photomask Expansion
January 14, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
IBM
SSNLF
TXN
Exposures
Artificial Intelligence
Securities Market
Supply Chain
Goldman’s $920 Breakthrough: Wall Street Giant Hits All-Time Highs Amid M&A Renaissance
January 14, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Initial Public Offering
Tickers
AAPL
APO
BCS
GS
JPM
MS
Exposures
Artificial Intelligence
Interest Rates
Securities Market
Wall Street’s Divergent Resilience: Financials Defy Broader S&P 500 Earnings Slump
January 14, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
BAC
C
CFG
COF
GS
JPM
Exposures
Artificial Intelligence
Economy
Interest Rates
The Yield Anchor: 10-Year Treasury Stabilizes at 4.15%, Fueling Early 2026 Equity Surge
January 14, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
BAESY
BLK
GS
JPM
MS
Exposures
Artificial Intelligence
Debt Markets
Economy
Why Rivian (RIVN) Shares Are Plunging Today
January 14, 2026
Via
StockStory
Topics
Artificial Intelligence
Electric Vehicles
Initial Public Offering
Tickers
KO
MSFT
RIVN
UBS
Exposures
Artificial Intelligence
Electric Vehicles
Securities Market
The Wall Street Renaissance: Goldman Sachs and Morgan Stanley Lead a $5 Trillion Resurgence as Capital Markets Thaw
January 14, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
GS
MS
Exposures
Artificial Intelligence
Economy
Interest Rates
These 2 "Magnificent Seven" Stocks May Announce Stock Splits in 2026
↗
January 14, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Tickers
AAPL
AMZN
META
MSFT
NVDA
TSLA
Exposures
Artificial Intelligence
Securities Market
The “Digital Labor” Era: A Deep-Dive into Salesforce’s Agentic Pivot
January 14, 2026
Via
Finterra
Topics
Artificial Intelligence
Initial Public Offering
Tickers
CRM
GS
MSFT
ORCL
SAP
Exposures
Artificial Intelligence
Securities Market
The Golden Age of the Integrated Firm: A Deep Dive into Morgan Stanley (NYSE: MS) heading into 2026 Earnings
January 14, 2026
Via
Finterra
Topics
Artificial Intelligence
ETFs
Initial Public Offering
Tickers
ETN
GS
JPM
MS
USB
Exposures
Artificial Intelligence
Legal
Regulatory
Goldman Sachs: The 2026 Deep-Dive – A Renaissance for the Wall Street Titan
January 14, 2026
Via
Finterra
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
APO
BAC
F
GS
JPM
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
Alphabet at the AI Frontier: A 2026 Deep Dive into the Search Giant’s Resiliency
January 14, 2026
Via
Finterra
Topics
Artificial Intelligence
Initial Public Offering
Tickers
AMZN
BLK
GOOG
GOOGL
MSFT
SSNLF
Exposures
Artificial Intelligence
Securities Market
The Trusted Disruptor: L3Harris Technologies and the Billion-Dollar Pentagon Pivot
January 14, 2026
Via
Finterra
Topics
Economy
Initial Public Offering
Supply Chain
Tickers
LHX
LMT
NOC
RTX
Exposures
Securities Market
Supply Chain
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.