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
...
14
15
16
17
18
19
20
21
22
...
99
100
Next >
£8.3bn fall in goods exports means UK's annual trade figures flatter to deceive, says Parcelhero
February 19, 2026
Via
PRLog
Topics
Economy
Government
World Trade
Exposures
Interest Rates
Political
Tariff
US Industrial Production Shakes Off Stagnation with Unexpected 0.7% Surge in January 2026
February 19, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
CAT
DE
GE
HON
Exposures
Artificial Intelligence
Economy
Interest Rates
Medtronic Hits Ten-Quarter Growth Peak in Q3 Fiscal 2026, Signaling Resurgence in MedTech Sector
February 19, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
ABT
BSX
ISRG
MDT
SYK
Exposures
Artificial Intelligence
Product Safety
Supply Chain
Beyond the Cooler: The 2026 Resurgence of YETI Holdings, Inc.
February 19, 2026
Via
Finterra
Topics
Economy
Initial Public Offering
World Trade
Tickers
BLK
YETI
Exposures
Securities Market
Supply Chain
Tariff
Fed Minutes Signal Hawkish Pause as "Uneven" Inflation Path Cools March Rate Cut Hopes
February 19, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
BAC
DHI
JPM
LEN
META
NVDA
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
Tariffs Are Dragging Pinterest Stock Lower. Should You Buy the Dip?
February 19, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Government
Workforce
Tickers
PINS
Exposures
Artificial Intelligence
Layoff
Political
The Infrastructure Utility: A Deep Dive into Amazon’s 2026 Strategy (NASDAQ: AMZN)
February 19, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AMZN
BLK
MSFT
NVDA
WMT
Exposures
Artificial Intelligence
Economy
Regulatory
Landmark India-US Trade Deal Slashes Soybean Oil Tariffs, Reshaping Global Vegetable Oil Flows
February 19, 2026
Via
MarketMinute
Topics
Economy
Government
World Trade
Tickers
ADM
BG
Exposures
Palm Oil
Political
Supply Chain
Precious Metals Reach Historic Peaks Amid Global Crisis: Gold $5,598 and Silver $121
February 19, 2026
Via
MarketMinute
Topics
Bonds
Economy
Energy
Tickers
ABX
ASX:BHP
BHP
CME
GOLD
NEM
Exposures
Debt Markets
Economy
Fossil Fuels
The Maker’s Dilemma: A 2026 Deep Dive into Etsy, Inc. (ETSY)
February 19, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AMZN
BABA
EBAY
ETSY
GS
PDD
Exposures
Artificial Intelligence
Economy
Interest Rates
The Wayfair Pivot: Navigating the “New Normal” of Home Furnishings (NYSE: W)
February 19, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AMZN
BYON
W
WMT
Exposures
Artificial Intelligence
COVID-19
Economy
Walmart (WMT): The $1 Trillion Transformation into a Tech-Retail Powerhouse
February 19, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AMZN
COST
PYPL
RY
TGT
TSX:RY
Exposures
Artificial Intelligence
Interest Rates
Layoff
LKQ (LKQ) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
World Trade
Tickers
LKQ
Exposures
Financial
Tariff
Can Rivian Stock Beat the Market in 2026?
↗
February 19, 2026
Via
The Motley Fool
Topics
Economy
Electric Vehicles
Government
Tickers
RIVN
Exposures
Electric Vehicles
Political
Supply Chain
The Stock Market Just Did Something That Hasn't Been Witnessed Since the Dot-Com Bubble Burst in 2000 -- and the Message Couldn't Be Clearer
↗
February 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Stocks
Exposures
Artificial Intelligence
COVID-19
Political
Deere Stock Slips Ahead Of Q1 Earnings As Farm Demand Worries Grow
↗
February 19, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Government
Tickers
DE
QQQ
SPY
Exposures
Artificial Intelligence
Economy
Political
The 5 Most Interesting Analyst Questions From Pinterest’s Q4 Earnings Call
February 19, 2026
Via
StockStory
Topics
Earnings
World Trade
Tickers
PINS
Exposures
Financial
Tariff
5 Must-Read Analyst Questions From Ingersoll Rand’s Q4 Earnings Call
February 19, 2026
Via
StockStory
Topics
Earnings
World Trade
Tickers
IR
Exposures
Financial
Tariff
The 5 Most Interesting Analyst Questions From Callaway Golf Company’s Q4 Earnings Call
February 19, 2026
Via
StockStory
Topics
Earnings
World Trade
Tickers
CALY
Exposures
Financial
Tariff
Crocs’s Q4 Earnings Call: Our Top 5 Analyst Questions
February 19, 2026
Via
StockStory
Topics
Artificial Intelligence
Earnings
World Trade
Tickers
CROX
Exposures
Artificial Intelligence
Financial
Tariff
The Top 5 Analyst Questions From Baxter’s Q4 Earnings Call
February 19, 2026
Via
StockStory
Topics
Earnings
World Trade
Tickers
BAX
Exposures
Financial
Tariff
5 Revealing Analyst Questions From Fortune Brands’s Q4 Earnings Call
February 19, 2026
Via
StockStory
Topics
Earnings
Economy
World Trade
Tickers
FBIN
Exposures
Financial
Interest Rates
Tariff
The 5 Most Interesting Analyst Questions From Zebra’s Q4 Earnings Call
February 19, 2026
Via
StockStory
Topics
Earnings
Supply Chain
World Trade
Tickers
ZBRA
Exposures
Financial
Supply Chain
Tariff
SEDG Q4 CY2025 Deep Dive: Market Share Gains, Nexis Rollout, and Data Center Ambitions
February 19, 2026
Via
StockStory
Topics
Artificial Intelligence
World Trade
Tickers
SEDG
Exposures
Artificial Intelligence
Tariff
COCO Q4 Deep Dive: Revenue Beats, Profit Misses as Flat Sales and Tariff Impacts Weigh
February 19, 2026
Via
StockStory
Topics
Economy
World Trade
Tickers
COCO
Exposures
Supply Chain
Tariff
Did Trump Tariffs Really Slash US Trade Deficit By 78%? Here's What's Actually Happening
↗
February 18, 2026
Via
Stocktwits
Topics
Government
Immigration
World Trade
Tickers
DIA
DJT
QQQ
SPY
Exposures
Immigration
Political
Tariff
Boeing’s Turnaround Gains Steam With Big Vietnam Orders
↗
February 18, 2026
Via
Stocktwits
Topics
Government
World Trade
Tickers
BA
QQQ
SPY
XLI
Exposures
Boeing 737
Political
Tariff
Array (AD) To Report Earnings Tomorrow: Here Is What To Expect
February 18, 2026
Via
StockStory
Topics
Government
World Trade
Tickers
AD
Exposures
Political
Tariff
Western Union (WU) Q4 Earnings: What To Expect
February 18, 2026
Via
StockStory
Topics
Artificial Intelligence
World Trade
Tickers
WU
Exposures
Artificial Intelligence
Tariff
Trump Tariffs: 3 TSX Stocks That Could Take a Beating
↗
February 18, 2026
Via
The Motley Fool
Topics
Government
Supply Chain
World Trade
Tickers
TSX:MG
Exposures
Political
Supply Chain
Tariff
< Previous
1
2
...
14
15
16
17
18
19
20
21
22
...
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.