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 >
Visa Inc. (V): The Global Toll-Bridge Navigating a Regulatory Storm
January 19, 2026
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AAPL
BAC
BRK-A
BRK-B
JPM
MA
Exposures
Artificial Intelligence
Economy
Interest Rates
The Great Re-Invention: Can Intel Reclaim the Silicon Crown?
January 19, 2026
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
Earnings
Tickers
AAPL
AMD
AMZN
INTC
MSFT
NVDA
Exposures
Artificial Intelligence
Financial
Layoff
Anthropic IPO News: AI Giant To Raise $25 Billion As Valuation Soars
↗
January 19, 2026
Via
Talk Markets
Topics
Artificial Intelligence
Initial Public Offering
Exposures
Artificial Intelligence
Securities Market
Better Potential IPO in 2026: SpaceX vs. OpenAI (ChatGPT)
↗
January 18, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Exposures
Artificial Intelligence
Securities Market
1 Hidden Reason Alphabet May Be a Brilliant Stock to Buy in 2026
↗
January 18, 2026
Via
The Motley Fool
Topics
Initial Public Offering
Tickers
BRK
BRK-A
BRK-B
GOOG
GOOGL
Exposures
Securities Market
Can Trip.com Recover After Beijing Gives It the ‘Jack Ma’ Treatment?
January 18, 2026
Via
Barchart.com
Topics
Initial Public Offering
Tickers
BABA
EXPE
Exposures
Securities Market
What If SpaceX Does Not IPO in 2026? 1 Surprise Trick Elon Musk Might Have Up His Sleeve
↗
January 18, 2026
Via
The Motley Fool
Topics
Initial Public Offering
Tickers
FIS
GOOG
GOOGL
TSLA
Exposures
Securities Market
A New $7 Million Bet Signals Confidence in This Auto Services Stock Up 17% From Its November IPO Price
↗
January 18, 2026
Via
The Motley Fool
Topics
Initial Public Offering
Tickers
CNI
GOOGL
MSFT
WPM
Exposures
Securities Market
The Decacorn Ascendant: Kalshi Hits $11B Valuation as Prediction Markets Go Prime Time
January 17, 2026
Via
PredictStreet
Topics
Derivatives
Economy
Initial Public Offering
Tickers
ASX:NWS
CMCSA
DIS
GOOGL
HOOD
NWS
Exposures
Derivatives
Economy
Interest Rates
Beyond the Silicon Ceiling: Quantum Computing Emerges as the Heir Apparent to the AI Investment Throne
January 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Initial Public Offering
Tickers
GOOGL
HON
IBM
IONQ
MSFT
RGTI
Exposures
Artificial Intelligence
Securities Market
The End of the Ad-Free Era: OpenAI Introduces Advertising to ChatGPT in Landmark Shift
January 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Securities Market
Wall Street Defies Gravity: Big Banks Report Record 2025 Revenues Amid M&A Renaissance
January 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AAPL
BAC
C
GS
JPM
MS
Exposures
Artificial Intelligence
Economy
Interest Rates
Why Fortrea (FTRE) Stock Is Trading Up Today
January 16, 2026
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Supply Chain
Tickers
FTRE
NVDA
Exposures
Artificial Intelligence
Securities Market
Supply Chain
Ahead of the Quantinuum IPO, Should You Buy Honeywell Stock?
January 16, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Initial Public Offering
Tickers
HON
JPM
NVDA
Exposures
Artificial Intelligence
Securities Market
Prediction Markets Hit the Big Leagues: Kalshi Secures $1 Billion at $11 Billion Valuation to ‘Financialize Everything’
January 16, 2026
Via
PredictStreet
Topics
Derivatives
Economy
Initial Public Offering
Tickers
ARKK
GOOGL
HOOD
Exposures
Derivatives
Economy
Interest Rates
The 2026 Market Outlook: High Stakes, Stretched Valuations, and the AI 'Second Act'
January 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
GOOGL
GS
JPM
LMT
MSFT
NEE
Exposures
Artificial Intelligence
Economy
Interest Rates
Morningstar’s New Generative AI Index Could Unlock Opportunities in OpenAI and Anthropic for Everyday ETF Investors
January 16, 2026
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Initial Public Offering
Tickers
NVDA
Exposures
Artificial Intelligence
Securities Market
The $3 Trillion Rush: Why 2026 Is Set to Become the Most Explosive Year in IPO History
January 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
GOOGL
GS
JPM
MS
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Financial
Morgan Stanley Stock Hits Record High as Investment Banking Revenue Surges 47%
January 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
BAC
GS
JPM
META
MS
NFLX
Exposures
Artificial Intelligence
Interest Rates
Securities Market
Goldman Sachs Q4 Earnings Beat and the 2026 M&A Renaissance
January 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
Earnings
Tickers
AAPL
BAC
GS
JPM
MS
Exposures
Artificial Intelligence
Derivatives
Economy
Why Zevia (ZVIA) Stock Is Trading Up Today
January 16, 2026
Via
StockStory
Topics
Initial Public Offering
Tickers
WMT
ZVIA
Exposures
Securities Market
Silicon Sovereignty: China’s Strategic Blockade on Nvidia’s H200 Rattles Global Markets
January 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AMAT
BABA
KLAC
LRCX
MU
NVDA
Exposures
Artificial Intelligence
Securities Market
Supply Chain
Wall Street's Great Divide: Investment Banking Booms as Regulatory Storm Clouds Gather Over Consumer Credit
January 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AAPL
BAC
GS
JPM
MS
Exposures
Artificial Intelligence
Interest Rates
Securities Market
The Evolution of e.l.f. Beauty (ELF): From $1 Disruptor to Multi-Brand Powerhouse
January 16, 2026
Via
Finterra
Topics
Economy
Initial Public Offering
World Trade
Tickers
BLK
CLX
EL
ELF
TGT
ULTA
Exposures
Securities Market
Supply Chain
Tariff
Morgan Stanley Q4 Earnings Surge: A 47% Investment Banking Jump Signals Wall Street’s Renaissance
January 16, 2026
Via
MarketMinute
Topics
Economy
Initial Public Offering
Tickers
GS
JPM
LAZ
META
MS
OWL
Exposures
Interest Rates
Securities Market
Wall Street Renaissance: Goldman Sachs Posts Record $9.3 Billion in Fees as Dealmaking Roars Back
January 16, 2026
Via
MarketMinute
Topics
Credit Cards
Earnings
Economy
Tickers
AAPL
EA
GS
JNJ
JPM
MS
Exposures
Financial
Interest Rates
Securities Market
Prediction: CoreWeave Stock Will at Least Double in 2026
↗
January 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Tickers
CRWV
GS
Exposures
Artificial Intelligence
Securities Market
Snowflake (SNOW) Deep Dive: The AI Pivot and the Margin Paradox
January 16, 2026
Via
Finterra
Topics
Artificial Intelligence
Initial Public Offering
Tickers
AMZN
GOOGL
MSFT
ORCL
SNOW
Exposures
Artificial Intelligence
Securities Market
The mRNA 2.0 Inflection: A Deep Dive into Moderna (MRNA) as it Faces a Critical 2026
January 16, 2026
Via
Finterra
Topics
Initial Public Offering
Intellectual Property
Lawsuit
Tickers
ABUS
BAYRY
GSK
MRK
MRNA
PFE
Exposures
COVID-19
Financial
Intellectual Property
The RISC-V Revolution: Open-Source Silicon Challenges ARM and x86 Dominance in 2026
January 16, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Initial Public Offering
Intellectual Property
Tickers
AAPL
AMD
INTC
NVDA
QCOM
Exposures
Artificial Intelligence
Intellectual Property
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.