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 >
Nike Stock Is Back to Where It Was More Than a Decade Ago and Everyone Is Talking About It. Is This a Generational Buying Opportunity?
↗
Today 14:27 EDT
Via
The Motley Fool
Topics
World Trade
Tickers
NKE
Exposures
Tariff
The Inflation Plateau: Why This Friday's CPI Print Could Reset the Fed's 2026 Playbook
Today 14:14 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
JPM
LMT
NVDA
TSLA
WMT
XOM
Exposures
Artificial Intelligence
Debt Markets
Economy
Swoosh in a Spiral: Nike Shares Crater to Decade Low as Turnaround Scrutiny Intensifies
Today 14:07 EDT
Via
MarketMinute
Topics
Earnings
Economy
Retirement
Tickers
ADDYY
ANPDY
DECK
DKS
FL
GS
Exposures
Financial
Pension
Supply Chain
BYD Is Closing In on the U.S., but Tesla Still Holds the Edge
↗
Today 14:06 EDT
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
World Trade
Tickers
BYDDY
F
GM
TSLA
Exposures
Artificial Intelligence
Supply Chain
Tariff
Pinterest, Inc. (PINS) Investors: May 29, 2026, Deadline in Securities Fraud Class Action Lawsuit
Today 13:15 EDT
Via
TheNewswire.com
Topics
Fraud
Lawsuit
World Trade
Tickers
PINS
Exposures
Financial
Legal
Tariff
Pinterest, Inc. (PINS) Investors: May 29, 2026, Deadline in Securities Fraud Class Action Lawsuit
Today 13:15 EDT
Via
NewMediaWire
Topics
Fraud
Lawsuit
World Trade
Tickers
PINS
Exposures
Financial
Legal
Tariff
The Wage Growth Whisper: Why a 0.2% Reading Offers the Fed a Lifeline Amidst a Hiring Surge
Today 11:59 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
META
NVDA
ORCL
UNH
WMT
Exposures
Artificial Intelligence
Debt Markets
Economy
The Great Credit Bifurcation: Leveraged Loan Market Plummets 34% in Q1 2026
Today 11:47 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Bonds
Tickers
EA
GS
HOLX
IVZ
JPM
NOW
Exposures
Artificial Intelligence
Debt Markets
Economy
Washington Realigns the 'Fortress America' Trade Wall: Metals Recalibration Hits Industrial Supply Chains
Today 11:45 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AA
CLF
F
GM
GS
NUE
Exposures
Artificial Intelligence
Economy
Supply Chain
S&P 500 Snaps Five-Week Slump with 3.4% Tech-Led Surge Amid Middle East De-escalation Hopes
Today 11:44 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
AAPL
LLY
MAGS
MSFT
NVDA
PFE
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
The "Liberation Day" Shockwave: US Finalizes 100% Tariffs on Branded Pharmaceutical Imports
Today 11:35 EDT
Via
MarketMinute
Topics
Economy
World Trade
Tickers
ABBV
GSK
JNJ
LLY
NVO
NVS
Exposures
Economy
Supply Chain
Tariff
The Volatility Thaw: VIX Retreats to 24.54 as Geopolitical Shadows Recede
Today 10:31 EDT
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Fossil Fuels
The Great Decoupling: Stocks Defy Gravity as 10-Year Yields Hit 4.32% Amid Sticky Inflation
Today 10:22 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
AUB
BAC
LOB
MSFT
NVDA
O
Exposures
Artificial Intelligence
Debt Markets
Economy
Conagra Brands (CAG) Q3 Report: Revenue Beat Overshadowed by Inflation and Earnings Miss
Today 10:20 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
CAG
CPB
GIS
KHC
KR
WMT
Exposures
Artificial Intelligence
Coal
Economy
Tariffs Tarnish the Swoosh: Nike Beats Earnings Estimates but Slashes Guidance as Trade Levies Bite
Today 10:06 EDT
Via
MarketMinute
Topics
Earnings
Economy
Intellectual Property
Tickers
ADDYY
LULU
NKE
TGT
UA
UAA
Exposures
Financial
Intellectual Property
Supply Chain
India’s "Oil Palm Revolution" Gains Momentum as Patanjali Secures 1.5 Million Seeds from Malaysia Amid Calls for Market Deregulation
Today 10:00 EDT
Via
MarketMinute
Topics
Derivatives
Economy
World Trade
Exposures
Derivatives
Interest Rates
Palm Oil
Illinois Governor JB Pritzker Asks 'Where Is Donald Trump?' As Gas Prices Surge Amid Iran War
↗
Today 1:26 EDT
Via
Benzinga
Topics
Government
World Trade
Exposures
Political
Tariff
A Look Back at Oilfield Services Stocks’ Q4 Earnings: ProPetro (NYSE:PUMP) Vs The Rest Of The Pack
April 05, 2026
Via
StockStory
Topics
World Trade
Tickers
PUMP
Exposures
Climate
Tariff
Q4 Earnings Outperformers: Funko (NASDAQ:FNKO) And The Rest Of The Consumer Discretionary - Toys and Electronics Stocks
April 05, 2026
Via
StockStory
Topics
Intellectual Property
World Trade
Tickers
FNKO
Exposures
Intellectual Property
Tariff
Tariff Uncertainty Is Back: Why Selling Into the Fear Has Rarely Paid Off
↗
April 05, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Government
World Trade
Exposures
Artificial Intelligence
Political
Tariff
Pinterest, Inc. (PINS) Securities Fraud Class Action Lawsuit Filed; May 29, 2026, Lead Plaintiff Deadline
April 05, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
World Trade
Tickers
PINS
Exposures
Financial
Legal
Tariff
Pinterest, Inc. (PINS) Securities Fraud Class Action Lawsuit Filed; May 29, 2026, Lead Plaintiff Deadline
April 05, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
World Trade
Tickers
PINS
Exposures
Financial
Legal
Tariff
This Dividend Stock Is Down 8% and That Makes It One of the Best Buys of the Year
↗
April 05, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
World Trade
Tickers
TXN
Exposures
Artificial Intelligence
Financial
Tariff
Retirees Could Get a Much Bigger Social Security Raise in 2027 -- Thanks to Inflation
↗
April 05, 2026
Via
The Motley Fool
Topics
Economy
Government
World Trade
Exposures
Interest Rates
Political
Tariff
Opinion: If You Think the End of the Iran War Will Lead to a "Trump Bump" on Wall Street, You'll Be Sorely Disappointed
↗
April 05, 2026
Via
The Motley Fool
Topics
Government
Stocks
World Trade
Exposures
COVID-19
Fossil Fuels
Political
Nearly 40% of Billionaire Bill Ackman's Hedge Fund Is Invested in 3 Monster AI Stocks
↗
April 04, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
World Trade
Tickers
AMZN
GOOG
GOOGL
META
Exposures
Artificial Intelligence
Tariff
Is the S&P 500 Headed for a Correction Ahead of the Midterm Elections? Here's What History Says Will Happen Before November, and What Comes Next.
↗
April 04, 2026
Via
The Motley Fool
Topics
Bonds
Economy
Stocks
Exposures
Debt Markets
Economy
Interest Rates
Blue Jeans and Boarding Passes: Levi’s and Delta to Anchor High-Stakes Q1 Earnings Kickoff
April 03, 2026
Via
MarketMinute
Topics
Earnings
Economy
World Trade
Tickers
AAL
DAL
GPS
HYSNY
LEVI
STZ
Exposures
Coal
Economy
Financial
Inflation Re-acceleration: Energy Shock and Tariff Lag Push CPI Toward 4%
April 03, 2026
Via
MarketMinute
Topics
Economy
Energy
World Trade
Tickers
AMZN
CMG
CVX
DAL
F
LNG
Exposures
Economy
Fossil Fuels
Interest Rates
The Resilient U.S. Labor Market: March Data Defies Geopolitical Shocks
April 03, 2026
Via
MarketMinute
Topics
ETFs
Economy
Immigration
Tickers
AMZN
CAT
CVX
DAL
F
HCA
Exposures
Coal
Economy
Immigration
< 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.