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
Kadant’s (NYSE:KAI) Q4 CY2025: Strong Sales
February 18, 2026
Via
StockStory
Topics
Supply Chain
Tickers
KAI
Exposures
Supply Chain
US Manufacturing Defies Gravity: Core Durable Goods Orders Surge Amid Economic Headwinds
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
BA
CAT
DE
GE
GEV
HON
Exposures
Artificial Intelligence
Economy
Interest Rates
NASDAQ: CRWV: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Fraud Class Action Lawsuit Against CoreWeave, Inc. (CRWV)
February 18, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Supply Chain
Tickers
CRWV
Exposures
Financial
Legal
Supply Chain
NASDAQ: CRWV: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Fraud Class Action Lawsuit Against CoreWeave, Inc. (CRWV)
February 18, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Supply Chain
Tickers
CRWV
Exposures
Financial
Legal
Supply Chain
Molson Coors (NYSE:TAP) Misses Q4 CY2025 Revenue Estimates, Stock Drops
February 18, 2026
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
Tickers
NVDA
TAP
Exposures
Artificial Intelligence
Supply Chain
Federal Reserve Signals 'Higher for Longer' as January Minutes Reveal Persistent Inflation Anxiety
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
Tickers
AMZN
BAC
DHI
JPM
LEN
MSFT
Exposures
Artificial Intelligence
Debt Markets
Economy
Infraspeak Unveils IFM Global Report Revealing 53% of Facilities Management Teams Fall Short on Sustainability
February 18, 2026
Via
AB Newswire
Topics
Emissions
Supply Chain
Exposures
Supply Chain
Nvidia Shares Surge on Massive Meta Partnership: A New Era for AI Infrastructure
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
Tickers
AAPL
AMD
DLR
EQIX
INTC
META
Exposures
Artificial Intelligence
Pension
Supply Chain
eBay (NASDAQ:EBAY) Reports Strong Q4 CY2025, Stock Soars
February 18, 2026
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
Tickers
EBAY
NVDA
Exposures
Artificial Intelligence
Supply Chain
Rejuva launches as Europe’s integrated warehouse and industrial space solutions provider
February 18, 2026
Via
Get News
Topics
Supply Chain
Exposures
Supply Chain
Should You Buy Broadcom Stock Before March 4? The Answer Might Surprise You
↗
February 18, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
Tickers
AVGO
NVDA
Exposures
Artificial Intelligence
Supply Chain
La-Z-Boy (LZB) Q3 2026 Earnings Call Transcript
↗
February 18, 2026
Via
The Motley Fool
Topics
Earnings
Economy
Tickers
LZB
Exposures
Financial
Supply Chain
Théa announces roadmap aligned with global climate neutrality objectives
February 18, 2026
Via
Get News
Topics
Emissions
Supply Chain
Exposures
Supply Chain
The Great Atomic Pivot: How Big Tech and Supply Constraints are Fueling the Nuclear Resurgence
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AMZN
CCJ
CEG
GOOGL
META
MSFT
Exposures
Artificial Intelligence
Economy
Supply Chain
The Hard Asset Renaissance: Geopolitics and Debt Fears Ignite a Global Commodity Supercycle
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
ABX
AEM
CVX
DAL
F
FCX
Exposures
Artificial Intelligence
Interest Rates
Supply Chain
Ananym Capital Buys Another $11 Million of LKQ Amid Stock's 26% Pullback
↗
February 18, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Tickers
LKQ
Exposures
Legal
Regulatory
Supply Chain
The Sticky 'Last Mile': Why the Fed’s 2% Inflation Target Remains Out of Reach in 2026
February 18, 2026
Via
MarketMinute
Topics
Economy
World Trade
Tickers
CVX
DAL
GS
JPM
TGT
UAL
Exposures
Economy
Interest Rates
Supply Chain
Synopsys Signals "Silicon-to-System" Dominance with Q4 Beat and Ambitious 2026 Outlook
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
CDNS
NVDA
SIEGY
SNPS
Exposures
Artificial Intelligence
Financial
Supply Chain
Amazon Solidifies Future of Logistics with 5.3% Stake in Beta Technologies
February 18, 2026
Via
MarketMinute
Topics
Economy
Electric Vehicles
Emissions
Tickers
ACHR
AMZN
BETA
FDX
GOOGL
JOBY
Exposures
Electric Vehicles
Securities Market
Supply Chain
Belitsoft’s Backend Development Outsourcing Report: Top 2026 Trends to Watch
February 18, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Economy
Exposures
Artificial Intelligence
Supply Chain
Apple’s Services Juggernaut Hits Record Highs Amid Growing Hardware Headwinds
February 18, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AAPL
GOOGL
MSFT
MU
SSNLF
Exposures
Artificial Intelligence
Economy
Financial
Prediction: These 3 AI Stocks Will Have Tremendous Momentum in 2026
↗
February 18, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Tickers
AMAT
AMZN
MSFT
NVDA
ORCL
SSNLF
Exposures
Artificial Intelligence
Supply Chain
LZB Q4 Deep Dive: Retail Expansion Offsets Mixed Macroeconomic Environment, Margin Pressures Persist
February 18, 2026
Via
StockStory
Topics
Economy
Tickers
LZB
Exposures
Supply Chain
New Compliance Standards Reshape Florida Roofing Landscape for 2026
February 18, 2026
Via
AB Newswire
Topics
Economy
Exposures
Supply Chain
New Kusari Research Finds Security Teams Stuck in Reactive AppSec as Software Supply Chain Accountability Tightens
February 18, 2026
Via
Newsfile
Topics
Artificial Intelligence
Economy
Exposures
Artificial Intelligence
Supply Chain
Water Tower Research Publishes Initiation of Coverage Report on Circus SE, “Someone’s in the Kitchen with AI; A Robotic Revolution in Foodservice”
February 18, 2026
Via
TheNewswire.com
Topics
Artificial Intelligence
Intellectual Property
Supply Chain
Tickers
ASX:TWR
Exposures
Artificial Intelligence
Intellectual Property
Supply Chain
If You'd Invested $1,000 in Oklo 5 Years Ago, Here's How Much You'd Have Today
↗
February 18, 2026
Via
The Motley Fool
Topics
Economy
Tickers
OKLO
Exposures
Supply Chain
Maison R.H.B Transforms Spaces into Identity Statements with Museum-Quality Wall Art for Sophisticated Collectors
February 18, 2026
Via
AB Newswire
Topics
Supply Chain
Exposures
Supply Chain
Coffee Subscription Service FB Roasters Sets Aggressive Growth Target with Literary-Themed Monthly Boxes
February 18, 2026
Via
AB Newswire
Topics
Economy
Supply Chain
Exposures
Economy
Supply Chain
Insulet (PODD) Shares Skyrocket, What You Need To Know
February 18, 2026
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
Tickers
NVDA
PODD
Exposures
Artificial Intelligence
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.