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
...
11
12
13
14
15
16
17
18
19
...
99
100
Next >
Why Akamai Technologies (AKAM) Shares Are Sliding Today
February 20, 2026
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
Tickers
AKAM
NVDA
Exposures
Artificial Intelligence
Supply Chain
Why Alight (ALIT) Shares Are Getting Obliterated Today
February 20, 2026
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Supply Chain
Tickers
ALIT
NVDA
Exposures
Artificial Intelligence
Securities Market
Supply Chain
Why Are Tandem Diabetes (TNDM) Shares Soaring Today
February 20, 2026
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
Tickers
NVDA
TNDM
Exposures
Artificial Intelligence
Supply Chain
Is Genpact Stock a Buy After Nalanda Increased Its Stake by 1 Million Shares?
↗
February 20, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Tickers
G
Exposures
Artificial Intelligence
Legal
Regulatory
Mid South Feeds Expands Dealer and Distributor Network for Full-Line Animal Nutrition
February 20, 2026
Via
AB Newswire
Topics
Supply Chain
Exposures
Supply Chain
Here's Everything Investors Need to Know About Target's New CEO Michael Fiddelke
↗
February 20, 2026
Via
The Motley Fool
Topics
Economy
Tickers
TGT
Exposures
Supply Chain
Precision Reloading Highlights Claybuster Wads Selection for Competitive and Recreational Shooters
February 20, 2026
Via
Press Advantage
Topics
Firearms
Supply Chain
Exposures
Firearms
Supply Chain
Blockchain and Stocks: Should You Invest in Technology Development Startups?
February 20, 2026
Via
BusinesNews Wire
Topics
Economy
Exposures
Supply Chain
This Fund's New $14 Million Stake in Cal-Maine Foods Signals Conviction Even as Income Sank 50% Last Quarter
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Tickers
BRSL
BRZE
CALM
CVS
SHEL
SYF
Exposures
Legal
Regulatory
Supply Chain
Nvidia Earnings Preview: Blackwell Demand 'Off the Charts' as the AI Bellwether Prepares to Report
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AMD
AMZN
C
DELL
GOOGL
INTC
Exposures
Artificial Intelligence
Economy
Supply Chain
The Stagflation Trap: Sticky Inflation and Cooling Growth Ignite Market Anxiety
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
JPM
RY
TSX:RY
WMT
Exposures
Artificial Intelligence
Debt Markets
Economy
Supreme Court Strikes Down Trump’s Reciprocal Tariffs: A Landmark Victory for Free Trade and Executive Constraint
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AAPL
AMZN
F
GM
NVDA
TSLA
Exposures
Artificial Intelligence
Economy
Political
CoreWeave, Inc. (CRWV) Securities Fraud Class Action Lawsuit Filed; March 13, 2026, Lead Plaintiff Deadline
February 20, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Supply Chain
Tickers
CRWV
Exposures
Financial
Legal
Supply Chain
CoreWeave, Inc. (CRWV) Securities Fraud Class Action Lawsuit Filed; March 13, 2026, Lead Plaintiff Deadline
February 20, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Supply Chain
Tickers
CRWV
Exposures
Financial
Legal
Supply Chain
Trump Administration Can Replicate Most Of The Tariffs, Says Goldman Sachs Following Supreme Court Rebuke: Report
↗
February 20, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Government
Tickers
DIA
GS
IEF
QQQ
SPY
TLT
Exposures
Artificial Intelligence
Political
Supply Chain
San Francisco Fed’s Mary Daly Signals Policy Stability as AI Productivity Gains Move "Under the Hood"
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
CRM
GOOGL
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
Why Comfort Systems (FIX) Stock Is Up Today
February 20, 2026
Via
StockStory
Topics
Stocks
Supply Chain
Tickers
AMZN
AVGO
FIX
NVDA
Exposures
Supply Chain
US Equities
SolarEdge (SEDG) Shares Skyrocket, What You Need To Know
February 20, 2026
Via
StockStory
Topics
Artificial Intelligence
Stocks
Supply Chain
Tickers
AMZN
AVGO
NVDA
SEDG
Exposures
Artificial Intelligence
Supply Chain
US Equities
Why Cogent (CCOI) Shares Are Getting Obliterated Today
February 20, 2026
Via
StockStory
Topics
Stocks
Supply Chain
Tickers
AMZN
AVGO
CCOI
NVDA
Exposures
Supply Chain
US Equities
Why Workiva (WK) Stock Is Trading Up Today
February 20, 2026
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
Tickers
NVDA
WK
Exposures
Artificial Intelligence
Supply Chain
Integer Holdings (ITGR) Stock Trades Up, Here Is Why
February 20, 2026
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
Tickers
ITGR
NVDA
Exposures
Artificial Intelligence
Supply Chain
Consumer Resilience Shakes Off Winter Chill: U.S. Retail Sales Post Strong Rebound in January 2026
February 20, 2026
Via
MarketMinute
Topics
Economy
Tickers
AMZN
TGT
WMT
Exposures
Economy
Interest Rates
Supply Chain
A New Giant in the Oil Patch: Devon and Coterra’s $21.4 Billion Merger Signals the Dawn of the 'Mega-Independent' Era
February 20, 2026
Via
MarketMinute
Topics
Economy
Energy
Tickers
CTRA
CVX
DVN
EOG
F
FANG
Exposures
Fossil Fuels
Supply Chain
Akamai’s AI Ambitions Trigger 10% Stock Plunge: The Costly Price of Edge Intelligence
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AKAM
FSLY
NET
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
Retail Giant Stumbles on Trade Policy: Walmart’s Conservative 2026 Outlook Triggers Market Retreat
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Economy
Tickers
ARM
COST
TGT
WMT
Exposures
Artificial Intelligence
Economy
Financial
Sticky Inflation: December PCE Data Reignition Challenges Federal Reserve’s Rate-Cut Path
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
AMZN
BAC
F
JPM
NVDA
Exposures
Artificial Intelligence
Debt Markets
Economy
SCOTUS Strikes Down Trump’s 'Reciprocal Tariffs' in Major Constitutional Rebuke; $175 Billion in Refunds Loom
February 20, 2026
Via
MarketMinute
Topics
Economy
Government
Law Enforcement
Tickers
AA
COST
GT
LVMUY
TM
UA
Exposures
Economy
Financial
Interest Rates
ESGBreaks – Neo-Concept International Group Holdings Limited (NASDAQ: NCI) Closes $8.1 Million Public Offering
February 20, 2026
Via
Investor Brand Network
Topics
Economy
Regulatory Compliance
Tickers
NCI
Exposures
Legal
Regulatory
Supply Chain
Taiwan Just Overtook China — And AI Is The Reason Why
↗
February 20, 2026
Via
Benzinga
Topics
Artificial Intelligence
Supply Chain
Exposures
Artificial Intelligence
Supply Chain
AdvanSix (ASIX) Q4 2025 Earnings Call Transcript
↗
February 20, 2026
Via
The Motley Fool
Topics
Earnings
Supply Chain
Tickers
ASIX
Exposures
Financial
Supply Chain
< Previous
1
2
...
11
12
13
14
15
16
17
18
19
...
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.