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 >
A Bullish Yuletide: S&P 500 and Dow Scale New Heights as Santa Claus Rally Ignites 2026 Optimism
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
MU
NEM
NKE
PLTR
STX
Exposures
Artificial Intelligence
Economy
Interest Rates
Retail’s Christmas Eve Watchlist: Omeros, Nike, Citi, Dynavax And Agios Spark Most Market Chatter
↗
December 24, 2025
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Tickers
AGIO
C
DIA
DVAX
IVZ
NKE
Exposures
Economy
Product Safety
Tariff
Coffee Prices See Continued Support from Indonesian Flooding
December 24, 2025
Via
Barchart.com
Topics
Government
World Trade
Exposures
Fossil Fuels
Political
Tariff
5 Stocks to Sell as Homebuilder Slump Deepens
↗
December 24, 2025
Via
Benzinga
Topics
World Trade
Exposures
Tariff
A Triple Crown for Wall Street: S&P 500 Secures Third Consecutive Year of Double-Digit Gains
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
Tickers
AAPL
AMZN
JPM
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
The 2026 Pivot: Labor Resilience and Sticky Inflation Spark Year-End Market Surge
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AMZN
JPM
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
The 2026 Pivot: Fed’s Cautious Rate Cut Path Ignites Year-End Equity Surge
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
JPM
MSFT
NVDA
PLD
Exposures
Artificial Intelligence
Economy
Interest Rates
Dollar Index Posts 2.75-Month Low But Then Recovers
December 24, 2025
Via
Barchart.com
Topics
Economy
Government
World Trade
Exposures
Interest Rates
Political
Tariff
Labor Market Defies Gravity: Surprise Drop in Jobless Claims Clouds Fed’s 2026 Rate Path
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AMZN
INTC
NVDA
WMT
Exposures
Artificial Intelligence
Economy
Interest Rates
The Liquidity Vacuum: Navigating the High-Stakes Risks of Thin Holiday Trading in 2025
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
AMZN
CVX
IVZ
MSFT
NVDA
QQQ
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
Why Is Nike Stock Soaring Wednesday?
↗
December 24, 2025
Via
Benzinga
Topics
World Trade
Tickers
AAPL
NKE
Exposures
Tariff
The Pivot That Wouldn't Quit: Fed Rate-Cut Optimism Drives S&P 500 to Record Year-End Close
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
GS
JPM
MSFT
NVDA
O
Exposures
Artificial Intelligence
Economy
Interest Rates
The Swoosh’s Decisive Moment: Tim Cook’s $3 Million Bet and the Nike Turnaround of 2025
December 24, 2025
Via
PredictStreet
Topics
Economy
Retirement
Stocks
Tickers
AAPL
ADDYY
DECK
NKE
ONON
Exposures
Pension
Supply Chain
Tariff
Inside the NYSE: The Record-Breaking Rally to 6,900 and the Buzz on the Floor
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
DB
DUK
GOOGL
GS
JPM
KEY
Exposures
Artificial Intelligence
Economy
Financial
S&P 500 Shatters 6,900 Mark: Technical Analysis of the 2025 Bull Run’s Record Peak
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
AAPL
DB
MSFT
NVDA
Exposures
Artificial Intelligence
Debt Markets
Economy
Sanofi’s $2.2 Billion Strategic Pivot: Deconstructing the Dynavax Acquisition and the Future of Specialty Medicine
December 24, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
BLK
DVAX
GSK
LLY
MRK
PFE
Exposures
Artificial Intelligence
COVID-19
Intellectual Property
The Billion-Dollar Threshold: Retail’s K-Shaped Christmas as Walmart and Aldi Close Early for the Holidays
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AMZN
COST
KSS
M
TGT
TJX
Exposures
Artificial Intelligence
Economy
Interest Rates
The Year of the Great Pivot: Reflecting on the Market Surprises of 2025
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
AVGO
MSFT
NVDA
ORCL
TSLA
Exposures
Artificial Intelligence
Debt Markets
Economy
The Trump Factor: Geopolitical Shifts Ignite Volatility Across UK and Global Markets
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AAPL
AMZN
GOOGL
HSBC
LMT
XOM
Exposures
Artificial Intelligence
Economy
Interest Rates
Sterling’s Resurgence: GBP/USD Holds Above $1.35 as Monetary Divergence Redefines Global Trade
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AMZN
ASX:RIO
F
MSFT
Exposures
Artificial Intelligence
Economy
Interest Rates
London’s Blue-Chip Renaissance: FTSE 100 Eyes Best Annual Return Since 2009
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
GS
JPM
Exposures
Artificial Intelligence
Interest Rates
Tariff
The Golden Pivot: Metals Shatter Records as Dollar Dips and Global Tensions Flare
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AAPL
ABX
BA
F
FCX
GOLD
Exposures
Artificial Intelligence
Economy
Interest Rates
Stocks Little Changed Heading Into Year-End
December 24, 2025
Via
Barchart.com
Topics
Economy
Stocks
World Trade
Exposures
Interest Rates
Tariff
US Equities
Cisco’s AI Renaissance: The Recovery of Networking Equipment Spending
December 24, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Economy
World Trade
Tickers
ANET
BLK
CSCO
HPE
MSFT
NVDA
Exposures
Artificial Intelligence
Supply Chain
Tariff
The Costco Dividend Watch: A Deep Dive into Membership Growth and 2026 Catalysts
December 24, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Lawsuit
Tickers
AMZN
BJ
BLK
COST
KR
TGT
Exposures
Artificial Intelligence
Financial
Legal
Quiet Bells on Wall Street: Markets Close Early as Investors Eye a Record-Breaking 2026
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AAL
AAPL
AMZN
BKNG
DAL
GOOGL
Exposures
Artificial Intelligence
Economy
Interest Rates
Walmart (WMT) Deep Dive: The Evolution of a Tech-Powered Retail Giant in 2025
December 24, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Retirement
Tickers
AMZN
COST
ROKU
TGT
WMT
Exposures
Artificial Intelligence
Interest Rates
Pension
The Great Divergence: Why 'Digital Gold' Lost the 2025 Safe-Haven War
December 24, 2025
Via
MarketMinute
Topics
ETFs
Economy
World Trade
Tickers
ABX
BLK
COIN
GOLD
IAU
MSTR
Exposures
Interest Rates
Tariff
The Geopolitical Floor: Helima Croft on the High-Stakes Energy Chessboard of 2026
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
CVX
DAL
ENB
NVDA
OXY
RY
Exposures
Artificial Intelligence
Economy
Political
The Four-Trillion Dollar Titan: A Deep Dive into Apple’s AI-Driven Renaissance
December 24, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Bankruptcy
Economy
Tickers
AAPL
BRK-A
BRK-B
GOOGL
MS
MSFT
Exposures
Artificial Intelligence
Financial
Legal
< 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.