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 >
The Inference Revolution: OpenAI and Cerebras Strike $10 Billion Deal to Power Real-Time GPT-5 Intelligence
January 21, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AMD
GOOGL
MSFT
NVDA
TSM
Exposures
Artificial Intelligence
Securities Market
Supply Chain
The "Frozen Lake" Resilience: US Labor Market Defies Gravity as Jobless Claims Plunge to 198,000
January 21, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMZN
GS
WMT
Exposures
Artificial Intelligence
Economy
Financial
Haid Files For Hong Kong IPO Amid Growing Demand For Animal Protein
↗
January 21, 2026
Via
Benzinga
Topics
Initial Public Offering
Exposures
Securities Market
Kingstar's IPO Filing Could End Dry Spell For Hong Kong Beer Listings
↗
January 21, 2026
Via
Benzinga
Topics
Initial Public Offering
Exposures
Securities Market
Prologis (PLD) Q4 2025 Earnings Call Transcript
↗
January 21, 2026
Via
The Motley Fool
Topics
Earnings
Initial Public Offering
Tickers
PLD
Exposures
Financial
Securities Market
Why Fluence Energy (FLNC) Stock Is Trading Lower Today
January 21, 2026
Via
StockStory
Topics
Initial Public Offering
Tickers
FLNC
GS
Exposures
Securities Market
The Great Consolidation: Wall Street Braces for a Record-Breaking M&A Supercycle in 2026
January 21, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AAPL
GS
HBAN
JPM
KEY
MS
Exposures
Artificial Intelligence
Economy
Interest Rates
Markets Stumble as JPMorgan Chase Earnings Signal End of the 'Goldilocks' Era
January 21, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AAPL
BAC
C
COF
DFS
GS
Exposures
Artificial Intelligence
Coal
Interest Rates
IPO Market Heats Up In January 2026: IPO ETFs To Watch As New Listings Surge
↗
January 21, 2026
Via
Benzinga
Topics
ETFs
Initial Public Offering
Exposures
Securities Market
Down 40%, Is CoreWeave a Buy on the Dip?
↗
January 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Tickers
CRWV
NVDA
Exposures
Artificial Intelligence
Securities Market
Kaplan Fox Announces an Investigation Into Wealthfront Corporation (WLTH) for Potential Securities Law Violations
January 20, 2026
Via
NewMediaWire
Topics
Earnings
Initial Public Offering
Tickers
WLTH
Exposures
Financial
Securities Market
Kaplan Fox Announces an Investigation Into Wealthfront Corporation (WLTH) for Potential Securities Law Violations
January 20, 2026
Via
TheNewswire.com
Topics
Earnings
Initial Public Offering
Tickers
WLTH
Exposures
Financial
Securities Market
Kaplan Fox Announces an Investigation Into Chagee Holdings Limited (CHA) for Potential Securities Law Violations
January 20, 2026
Via
NewMediaWire
Topics
Earnings
Initial Public Offering
Tickers
CHA
Exposures
Financial
Securities Market
Kaplan Fox Announces an Investigation Into Chagee Holdings Limited (CHA) for Potential Securities Law Violations
January 20, 2026
Via
TheNewswire.com
Topics
Earnings
Initial Public Offering
Tickers
CHA
Exposures
Financial
Securities Market
Stock Market Today, Jan. 20: Nu Holdings Rises as Brazilian Banks Attract Spotlight
↗
January 20, 2026
Via
The Motley Fool
Topics
Initial Public Offering
Stocks
Tickers
NU
Exposures
Securities Market
US Equities
The Wealth Machine: Morgan Stanley Solidifies Strategy as Record Earnings Defy Market Volatility
January 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
Tickers
AAPL
ETN
GS
JPM
MS
Exposures
Artificial Intelligence
Debt Markets
Financial
The Return of the Dealmaker: Goldman Sachs Signals a Golden Era for Wall Street as M&A Winter Thaws
January 20, 2026
Via
MarketMinute
Topics
Credit Cards
Economy
Government
Tickers
AAPL
BAC
GOOGL
GS
JPM
LAZ
Exposures
Interest Rates
Political
Securities Market
$10 Price Target in Think Equity Report Supported by Inventory Financing Floorplan Boot to $60 Million for 2026 Sales Growth in Pre-Owned Boats by Off The Hook YS Inc. (NYSE: OTH)
January 20, 2026
Via
Get News
Topics
Initial Public Offering
Tickers
OTH
Exposures
Securities Market
The New Titan of Wellness: Kimberly-Clark’s $48.7 Billion Kenvue Acquisition Reshapes Consumer Staples
January 20, 2026
Via
MarketMinute
Topics
Initial Public Offering
Supply Chain
Tickers
HLN
JNJ
KMB
KVUE
PG
RY
Exposures
Securities Market
Supply Chain
Why Are Organon (OGN) Shares Soaring Today
January 20, 2026
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Supply Chain
Tickers
NVDA
OGN
Exposures
Artificial Intelligence
Securities Market
Supply Chain
Why Is Baidu Stock Trading Higher Today?
↗
January 20, 2026
Via
Benzinga
Topics
Artificial Intelligence
Initial Public Offering
Tickers
BIDU
Exposures
Artificial Intelligence
Securities Market
The M&A Renaissance: 2026 Set to Eclipse a Record-Breaking 2025 as AI and Regulatory Clarity Drive Deal Supercycle
January 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AMZN
ANSS
CARR
CMCSA
COF
COP
Exposures
Artificial Intelligence
Economy
Interest Rates
Goldman Sachs Dominates Wall Street with Record Q4 Performance as M&A Supercycle Returns
January 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AAPL
C
EA
GOOGL
GS
JPM
Exposures
Artificial Intelligence
Economy
Securities Market
JD Vance Emerges as the 2028 Betting Favorite: Why Prediction Markets Are Frontrunning the ‘Heir Apparent’ Narrative
January 20, 2026
Via
PredictStreet
Topics
Economy
Government
Initial Public Offering
Tickers
DKNG
FLUT
HOOD
IBKR
ICE
Exposures
Interest Rates
Political
Securities Market
Why Sweetgreen (SG) Stock Is Nosediving
January 20, 2026
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Retirement
Tickers
AAPL
MS
MSFT
RY
SG
TSX:RY
Exposures
Artificial Intelligence
Pension
Securities Market
Oscar Health (OSCR) Stock Trades Down, Here Is Why
January 20, 2026
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Supply Chain
Tickers
NVDA
OSCR
Exposures
Artificial Intelligence
Securities Market
Supply Chain
The New Normal: How the "Higher-for-Longer" Floor is Reshaping Bank Balance Sheets and Consumer Wallets in 2026
January 20, 2026
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tickers
BAC
C
COF
DFS
GS
JPM
Exposures
Debt Markets
Economy
Interest Rates
Goldman Sachs Shatters Expectations with $14.01 EPS as Investment Banking Surge Signals a Market Renaissance
January 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AAPL
C
EVR
GS
JPM
LAZ
Exposures
Artificial Intelligence
Economy
Interest Rates
The Great Rotation: Wall Street’s ‘Old Economy’ Giants Overtake Tech Titans in 2026 Shift
January 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AAPL
CAT
ETN
FCX
FIX
GEV
Exposures
Artificial Intelligence
Economy
Interest Rates
The Battle for the Golden West: Newmont Eyes Hostile Move on Barrick’s U.S. Crown Jewels
January 20, 2026
Via
MarketMinute
Topics
Initial Public Offering
Tickers
ABX
AEM
AU
GOLD
NEM
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.