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 >
Stocks Settle Lower as Megacap Technology Stocks Slide
October 30, 2025
Via
Barchart.com
Topics
Economy
Government
Stocks
Tickers
AAPL
MSFT
Exposures
Interest Rates
Political
Tariff
Bandwidth (BAND) Stock Trades Down, Here Is Why
October 30, 2025
Via
StockStory
Topics
Economy
Stocks
World Trade
Tickers
AAPL
BAND
Exposures
Economy
Tariff
US Equities
Why DocuSign (DOCU) Stock Is Up Today
October 30, 2025
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
DOCU
Exposures
Artificial Intelligence
Economy
Interest Rates
Why Xerox (XRX) Shares Are Plunging Today
October 30, 2025
Via
StockStory
Topics
Government
Stocks
World Trade
Tickers
MSFT
XRX
Exposures
Political
Tariff
US Equities
The Smartest ETF to Buy With $1,000 Right Now
October 30, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Tickers
ASX:IKO
EWY
Exposures
Artificial Intelligence
US Equities
Why REV Group (REVG) Stock Is Nosediving
October 30, 2025
Via
StockStory
Topics
Economy
Stocks
World Trade
Tickers
AAPL
REVG
Exposures
Economy
Interest Rates
Tariff
Why S&P Global (SPGI) Stock Is Up Today
October 30, 2025
Via
StockStory
Topics
Artificial Intelligence
Stocks
Tickers
AAPL
MSFT
SPGI
Exposures
Artificial Intelligence
US Equities
Pitney Bowes (PBI) Stock Trades Down, Here Is Why
October 30, 2025
Via
StockStory
Topics
Artificial Intelligence
Government
Stocks
Tickers
PBI
Exposures
Artificial Intelligence
Political
Tariff
Federal Reserve's Dovish Pivot Ignites Precious Metals Rally: Gold and Silver Soar Amidst Easing Cycle
October 30, 2025
Via
MarketMinute
Topics
Bonds
Economy
Stocks
Tickers
ABX
GOLD
NEM
PAAS
Exposures
Debt Markets
Economy
Interest Rates
Federal Reserve Cuts Rates Again: A Risky Bet Against Slowing Growth and Stubborn Inflation
October 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
DHI
DUK
GOOGL
LEN
META
MSFT
Exposures
Artificial Intelligence
Debt Markets
Economy
Why Wolfspeed Stock Is Plummeting Today
October 30, 2025
Via
The Motley Fool
Topics
Stocks
Tickers
WOLF
Exposures
US Equities
Why Cambium Networks Stock Is Skyrocketing Today
October 30, 2025
Via
The Motley Fool
Topics
Stocks
Tickers
CMBM
Exposures
US Equities
Crude Awakening: A Bearish Outlook as Oil Market Navigates Supply Surge, Muted Demand, and Geopolitical Crosscurrents
October 30, 2025
Via
MarketMinute
Topics
Bankruptcy
Derivatives
Energy
Tickers
CVX
DAL
DOW
HAL
LUV
SLB
Exposures
COVID-19
Derivatives
Financial
Why Impinj Stock Is Plummeting Today
October 30, 2025
Via
The Motley Fool
Topics
Economy
Stocks
World Trade
Tickers
PI
Exposures
Interest Rates
Tariff
US Equities
Peering Into S&P Global Inc's Recent Short Interest
October 30, 2025
Via
Benzinga
Topics
Stocks
Tickers
SPGI
Exposures
US Equities
Dear Shopify Stock Fans, Mark Your Calendars for November 4
October 30, 2025
Via
Barchart.com
Topics
Artificial Intelligence
Earnings
Stocks
Tickers
SHOP
Exposures
Artificial Intelligence
Financial
US Equities
S&P Global Boosts Outlook As CEO Hails Exceptional Growth
October 30, 2025
Via
Benzinga
Topics
Stocks
Tickers
SPGI
Exposures
US Equities
Why WESCO (WCC) Stock Is Trading Up Today
October 30, 2025
Via
StockStory
Topics
Economy
Government
Stocks
Tickers
WCC
Exposures
Economy
Political
Supply Chain
Why Meta (META) Shares Are Sliding Today
October 30, 2025
Via
StockStory
Topics
Government
Stocks
World Trade
Tickers
META
Exposures
Political
Tariff
US Equities
Dow Bounces Back With A 350-Point Pop As Tech Drags Nasdaq
October 30, 2025
Via
Talk Markets
Topics
Stocks
Exposures
US Equities
Google Stock Could Be the Smartest AI Play of 2025. Should You Buy It Now?
October 30, 2025
Via
Barchart.com
Topics
Artificial Intelligence
Stocks
Tickers
AAPL
AMZN
GOOG
GOOGL
MSFT
Exposures
Artificial Intelligence
US Equities
Dow Surges Over 100 Points; Microsoft Shares Fall After Q1 Results
October 30, 2025
Via
Benzinga
Topics
Stocks
Tickers
CMBM
CVU
FMC
GH
MSFT
SFM
Exposures
US Equities
Tech Titans Diverge as Wall Street Navigates Earnings and Fed's Cautious Stance
October 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMZN
GOOG
GOOGL
META
MSFT
PINS
Exposures
Artificial Intelligence
Economy
Interest Rates
S&P 500 Navigates Tech Tides: Meta and Microsoft Earnings Set the Tone for Q4
October 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Stocks
Supply Chain
Tickers
AMD
AMZN
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Supply Chain
US Equities
Dow Jones Today: Stock Indexes Mixed After Trump-Xi Trade Meeting, Powell Warning, Big Tech Results; Apple, Amazon Earnings on Tap
October 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AAPL
AMZN
GOOGL
META
MSFT
Exposures
Artificial Intelligence
Economy
Intellectual Property
Tech Turbulence: Meta's Earnings Jolt Nasdaq as Market Awaits Apple and Amazon
October 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AAPL
AMZN
META
Exposures
Artificial Intelligence
Economy
Financial
Navigating the Currents: Dow Rises Amidst Tech Scrutiny and Trade Truce
October 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
ADM
AMZN
BG
GOOGL
META
Exposures
Artificial Intelligence
Economy
Interest Rates
Global Markets Brace for New Era as US-China Trade Truce Takes Hold
October 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AAPL
ADM
BG
FDX
GM
INTC
Exposures
Artificial Intelligence
Economy
Intellectual Property
Navigating the Aftermath: What Lies Ahead for Markets Post-Decline
October 30, 2025
Via
MarketMinute
Topics
Economy
Stocks
Tickers
AMZN
DUK
JNJ
NVDA
PG
TSLA
Exposures
Economy
Interest Rates
Supply Chain
Tech Titans Tumble, Alphabet Soars as Market Opens Mixed on AI Spending Jitters
October 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Fraud
Tickers
AMZN
AVGO
GOOGL
LLY
META
MSFT
Exposures
Artificial Intelligence
Economy
Interest Rates
< 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.