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
...
24
25
26
27
28
29
30
31
32
...
99
100
Next >
The Top 5 Analyst Questions From CVS Health’s Q4 Earnings Call
February 17, 2026
Via
StockStory
Topics
Earnings
Economy
Tickers
CVS
Exposures
Financial
Supply Chain
1 Services Stock for Long-Term Investors and 2 We Brush Off
February 16, 2026
Via
StockStory
Topics
Economy
Stocks
Tickers
CGNX
INGM
MRSH
Exposures
Supply Chain
US Equities
3 Volatile Stocks We’re Skeptical Of
February 16, 2026
Via
StockStory
Topics
Economy
Supply Chain
Tickers
CDW
MATX
SCSC
Exposures
Supply Chain
3 Small-Cap Stocks We Find Risky
February 16, 2026
Via
StockStory
Topics
Economy
Tickers
CNO
NVRI
TPC
Exposures
Supply Chain
1 Oversold Stock Set for a Comeback and 2 We Question
February 16, 2026
Via
StockStory
Topics
Supply Chain
Tickers
AXP
GBTG
SPT
TDG
Exposures
Supply Chain
2 Unpopular Stocks That Deserve Some Love and 1 That Underwhelm
February 16, 2026
Via
StockStory
Topics
Supply Chain
Tickers
LII
MTSI
PMT
Exposures
Supply Chain
3 Unpopular Stocks with Open Questions
February 16, 2026
Via
StockStory
Topics
Economy
Tickers
MMM
TXT
VSH
Exposures
Supply Chain
1 Volatile Stock with Promising Prospects and 2 We Avoid
February 16, 2026
Via
StockStory
Topics
Supply Chain
Tickers
ONB
POWI
ZBRA
Exposures
Supply Chain
3 Big Reasons to Love KLA Corporation (KLAC)
February 16, 2026
Via
StockStory
Topics
Supply Chain
Tickers
KLAC
Exposures
Supply Chain
3 Reasons to Avoid SUPN and 1 Stock to Buy Instead
February 16, 2026
Via
StockStory
Topics
Stocks
Supply Chain
Tickers
SUPN
Exposures
Supply Chain
US Equities
IT Distribution & Solutions Stocks Q4 Earnings: ePlus (NASDAQ:PLUS) Firing on All Cylinders
February 16, 2026
Via
StockStory
Topics
Economy
Tickers
AVT
PLUS
Exposures
COVID-19
Supply Chain
How To Play These 2 Historically High-Yield Sector ETFs Amid Rally
February 16, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
ASX:TWR
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
Dan Williams Promoted to Century Fasteners Corp. – General Manager, Operations
February 16, 2026
Via
PRLog
Topics
Economy
Exposures
Supply Chain
Hardware is King: Applied Materials Defies AI Software Slump with Massive Breakout
February 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Tickers
ADBE
AMAT
ASML
CRM
INTC
KLAC
Exposures
Artificial Intelligence
Legal
Regulatory
The Great Rebalancing: Why 2026 Has Become the Year of the Small-Cap Revolution
February 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
HBAN
KEY
NVDA
RKLB
Exposures
Artificial Intelligence
Economy
Interest Rates
ERPROOTS Completes SAP HEC-to-GCP Migration for a Leading Saudi FMCG Enterprise
February 16, 2026
Via
AB Newswire
Topics
Economy
Tickers
SAP
Exposures
Supply Chain
Park Lawn Heating, Inc. Continues to Set the Standard for Reliable HVAC Services in South Etobicoke
February 16, 2026
Via
AB Newswire
Topics
Supply Chain
Exposures
Supply Chain
Sam’s Gas Highlights Propane Delivery Preparedness Amid 2026 Market Shifts and Local Demand Growth
February 16, 2026
Via
AB Newswire
Topics
Economy
Exposures
Supply Chain
Resideo Stock Up 66% as Alta Fox Makes $44 Million Bet Equal to 10% of Reported AUM
↗
February 16, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Tickers
BTSG
CARG
DAKT
HON
NATL
REZI
Exposures
Legal
Regulatory
Supply Chain
Albemarle Idles Kemerton Lithium Plant: A Strategic Retreat to Tighten Global Supply
February 16, 2026
Via
MarketMinute
Topics
Earnings
Economy
Electric Vehicles
Tickers
ALB
ASX:IGO
ASX:PLS
ASX:WES
F
GM
Exposures
Economy
Electric Vehicles
Financial
Industrial Renaissance: US Manufacturing Snaps Year-Long Slump as ISM Index Hits 52.6
February 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
CAT
DE
DOW
GEV
HON
MMM
Exposures
Artificial Intelligence
Economy
Electricity Generation
Liberty One Cuts Its Lamb Weston Position in Half With $32 Million Sale
↗
February 16, 2026
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Supply Chain
Tickers
KO
LLY
LW
Exposures
Legal
Regulatory
Supply Chain
The Value Pivot: McDonald’s Q4 Results Reveal a Defensive Masterclass in a Price-Sensitive 2026 Economy
February 16, 2026
Via
MarketMinute
Topics
Earnings
Economy
Supply Chain
Tickers
ASX:RBD
BROS
CMG
DASH
MCD
QSR
Exposures
Economy
Financial
Interest Rates
Cisco Shares Plunge 12% as AI-Driven Memory Costs Squeeze Margins
February 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
ANET
CSCO
DELL
GOOGL
HPE
MSFT
Exposures
Artificial Intelligence
Coal
Financial
Inflation Thaw: February CPI Slips to 2.4%, Calming Markets After ‘SaaSpocalypse’ and Shutdown Volatility
February 16, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AAPL
AMZN
CRM
CSCO
GS
JPM
Exposures
Artificial Intelligence
Economy
Interest Rates
Voghion Reveals A Year Of Global Shopping Events
February 16, 2026
Via
Press Release Distribution Service
Topics
Economy
Exposures
Economy
Supply Chain
Voghion Reveals A Year Of Global Shopping Events
February 16, 2026
Via
Newsfile
Topics
Economy
Exposures
Economy
Supply Chain
Up 50% in One Year: Why a Fund Cut $5 Million in TriMas Stock but Held Onto a 3% Position
↗
February 16, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Tickers
BILL
GIL
M
MATW
TRS
VSCO
Exposures
Legal
Regulatory
Supply Chain
Americold Stock Down 40% This Past Year, so Why Did One Fund Just Invest $3 Million?
↗
February 16, 2026
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Tickers
BILL
COLD
GIL
M
MATW
VSCO
Exposures
Interest Rates
Legal
Regulatory
Arctic Thaw: Wall Street Rallies as White House Pivot to Diplomacy Over Greenland Eases Global Trade Tensions
February 16, 2026
Via
MarketMinute
Topics
Economy
Stocks
World Trade
Tickers
AAPL
ASX:RIO
CRML
FCX
RIO
TSLA
Exposures
Economy
Supply Chain
Tariff
< Previous
1
2
...
24
25
26
27
28
29
30
31
32
...
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.