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 >
Will The Supreme Court Force Trump To Refund Tariffs? Prediction Market Is Betting On This Outcome
↗
February 24, 2026
Via
Benzinga
Topics
Government
World Trade
Exposures
Political
Tariff
Dow, S&P 500, Nasdaq Futures Edge Higher During Trump’s SOTU Address: Why IBRX, NVDA, CAVA, UNH, WULF Are Trending
↗
February 24, 2026
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Tickers
DIA
IVZ
NVDA
QQQ
SPY
Exposures
Artificial Intelligence
Electricity Generation
Interest Rates
EVERTEC Earnings: What To Look For From EVTC
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
World Trade
Tickers
EVTC
FISV
KO
MSFT
Exposures
Artificial Intelligence
Tariff
Trump Says America Is Back 'Better And Richer': Border Security, GDP Growth And A Jab At Nancy Pelosi Over Congressional Stock Trading Amid Highlights
↗
February 24, 2026
Via
Benzinga
Topics
Government
World Trade
Exposures
Political
Tariff
What To Expect From Sweetgreen’s (SG) Q4 Earnings
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
Government
World Trade
Tickers
SG
Exposures
Artificial Intelligence
Political
Tariff
Krispy Kreme (DNUT) To Report Earnings Tomorrow: Here Is What To Expect
February 24, 2026
Via
StockStory
Topics
Government
World Trade
Tickers
DNUT
Exposures
Political
Tariff
Main Street Capital (MAIN) Reports Q4: Everything You Need To Know Ahead Of Earnings
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
World Trade
Tickers
KO
MAIN
MSFT
Exposures
Artificial Intelligence
Tariff
Earnings To Watch: Xponential Fitness (XPOF) Reports Q4 Results Tomorrow
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
World Trade
Tickers
XPOF
Exposures
Artificial Intelligence
Economy
Tariff
What To Expect From Acushnet’s (GOLF) Q4 Earnings
February 24, 2026
Via
StockStory
Topics
Economy
World Trade
Tickers
GOLF
Exposures
Economy
Tariff
Natera Earnings: What To Look For From NTRA
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
World Trade
Tickers
NTRA
Exposures
Artificial Intelligence
Tariff
What To Expect From Bentley Systems’s (BSY) Q4 Earnings
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
World Trade
Tickers
AAPL
BSY
MSFT
Exposures
Artificial Intelligence
Tariff
Autodesk (ADSK) Q4 Earnings: What To Expect
February 24, 2026
Via
StockStory
Topics
Government
World Trade
Tickers
ADSK
Exposures
Political
Tariff
Lindblad Expeditions (LIND) Q4 Earnings: What To Expect
February 24, 2026
Via
StockStory
Topics
Economy
World Trade
Tickers
HLT
LIND
Exposures
Economy
Tariff
Earnings To Watch: Elastic (ESTC) Reports Q4 Results Tomorrow
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
World Trade
Tickers
ESTC
Exposures
Artificial Intelligence
Tariff
Intuit (INTU) Q4 Earnings Report Preview: What To Look For
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
Government
World Trade
Tickers
AAPL
INTU
MSFT
Exposures
Artificial Intelligence
Political
Tariff
Earnings To Watch: Viatris (VTRS) Reports Q4 Results Tomorrow
February 24, 2026
Via
StockStory
Topics
World Trade
Tickers
LLY
VTRS
Exposures
Tariff
SoundHound AI (SOUN) Q4 Earnings Report Preview: What To Look For
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
Government
World Trade
Tickers
KO
MSFT
NOW
SOUN
Exposures
Artificial Intelligence
Political
Tariff
DoubleVerify (DV) Reports Q4: Everything You Need To Know Ahead Of Earnings
February 24, 2026
Via
StockStory
Topics
Economy
World Trade
Tickers
DV
Exposures
Economy
Tariff
Warner Bros. Discovery (WBD) Q4 Earnings: What To Expect
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
Government
World Trade
Tickers
AAPL
ASX:NWS
MSFT
NWS
WBD
Exposures
Artificial Intelligence
Political
Tariff
United Parks & Resorts (PRKS) Reports Earnings Tomorrow: What To Expect
February 24, 2026
Via
StockStory
Topics
World Trade
Tickers
PRKS
Exposures
Tariff
Zscaler (ZS) Reports Earnings Tomorrow: What To Expect
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
World Trade
Tickers
AAPL
MSFT
PANW
ZS
Exposures
Artificial Intelligence
Tariff
NCR Atleos (NATL) Reports Q4: Everything You Need To Know Ahead Of Earnings
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
Government
World Trade
Tickers
KO
MSFT
NATL
Exposures
Artificial Intelligence
Political
Tariff
What To Expect From Warby Parker’s (WRBY) Q4 Earnings
February 24, 2026
Via
StockStory
Topics
Economy
World Trade
Tickers
WRBY
Exposures
Economy
Tariff
Frontdoor Earnings: What To Look For From FTDR
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
World Trade
Tickers
FTDR
Exposures
Artificial Intelligence
Tariff
Coupang (CPNG) Reports Q4: Everything You Need To Know Ahead Of Earnings
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
World Trade
Tickers
CPNG
KO
MSFT
Exposures
Artificial Intelligence
Economy
Tariff
Papa John's (PZZA) Q4 Earnings: What To Expect
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
World Trade
Tickers
PZZA
Exposures
Artificial Intelligence
Economy
Tariff
Alignment Healthcare (ALHC) Reports Q4: Everything You Need To Know Ahead Of Earnings
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
Government
World Trade
Tickers
ALHC
CI
KO
MSFT
Exposures
Artificial Intelligence
Political
Tariff
Lantheus Earnings: What To Look For From LNTH
February 24, 2026
Via
StockStory
Topics
Economy
World Trade
Tickers
LNTH
Exposures
Economy
Tariff
Progyny (PGNY) Q4 Earnings Report Preview: What To Look For
February 24, 2026
Via
StockStory
Topics
Artificial Intelligence
World Trade
Tickers
CI
KO
MSFT
PGNY
Exposures
Artificial Intelligence
Tariff
Collegium Pharmaceutical (COLL) Q4 Earnings: What To Expect
February 24, 2026
Via
StockStory
Topics
World Trade
Tickers
COLL
LLY
Exposures
Tariff
< 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.