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 >
2026 Stock Market Outlook: High Valuations and Policy Risks Create a High-Stakes Environment
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
BA
BAC
CAT
CEG
ETN
FIVE
Exposures
Artificial Intelligence
Economy
Interest Rates
3 AI Stocks That Crushed Nvidia’s 2025 Returns and Still Look Attractive
January 05, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Stocks
Tickers
NVDA
STX
Exposures
Artificial Intelligence
US Equities
The Buyback Engine: How Aggressive Share Repurchases Are Propelling the S&P 500 to New Heights
January 05, 2026
Via
MarketMinute
Topics
Stocks
World Trade
Tickers
AAPL
ETSY
GM
GOOGL
KR
LUV
Exposures
Tariff
US Equities
The Great Rebalancing: Wall Street Abandons Silicon Valley for the 'Security Supercycle' and Value
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
CVX
ESLT
GS
HAL
JPM
Exposures
Artificial Intelligence
Economy
Interest Rates
Goldman Leads Dow Jones As These Financial Firms Break To New Highs
↗
January 05, 2026
Via
Investor's Business Daily
Topics
Stocks
Tickers
GS
PNC
Exposures
US Equities
Twin Engines: Financials and Energy Surge to Propel S&P 500 as Rate Expectations Shift
January 05, 2026
Via
MarketMinute
Topics
Bonds
Economy
Stocks
Tickers
BAC
CVX
HAL
JPM
XOM
Exposures
Debt Markets
Economy
Interest Rates
The Silicon Fortress: Why AI Infrastructure is Defying Geopolitical Gravity in 2026
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMD
AMZN
AVGO
DLR
EQIX
GOOGL
Exposures
Artificial Intelligence
Supply Chain
Tariff
Bank of America Issues 2026 'Priced for Perfection' Warning: Why the S&P 500 Faces a High-Stakes 'Air Pocket'
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
BAC
LLY
MSFT
NVDA
PG
UNH
Exposures
Artificial Intelligence
Economy
Interest Rates
Priced for Perfection: Bank of America Issues Stark Warning on S&P 500 Valuation for 2026
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
AMT
AMZN
ASX:TWR
BAC
LLY
Exposures
Artificial Intelligence
Interest Rates
Layoff
US Energy Stocks Surge as 'Operation Absolute Resolve' Upends Venezuelan Oil Industry
January 05, 2026
Via
MarketMinute
Topics
Government
Stocks
Tickers
BKR
COP
CVX
GS
HAL
JPM
Exposures
Political
US Equities
The Best Dividend ETF to Invest $1,000 in Right Now
↗
January 05, 2026
Via
The Motley Fool
Topics
ETFs
Stocks
Tickers
SCHD
SCHW
Exposures
US Equities
Dow Jones Shatters 49,100 Record as Venezuela Turmoil Sparks Massive Blue-Chip Rotation
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMZN
BA
CAT
CVX
GS
HAL
Exposures
Artificial Intelligence
Economy
Interest Rates
Markets Pivot as Venezuela Geopolitical Shock Triggers Massive Rotation into Defense and Energy
January 05, 2026
Via
MarketMinute
Topics
Economy
Stocks
Tickers
CVX
LMT
NOC
XOM
Exposures
Economy
US Equities
Dow Jones Hits Historic 49,100 Milestone: Analyzing the Catalysts Behind the New All-Time High
January 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
CAT
CRM
GS
IBM
JPM
Exposures
Artificial Intelligence
Economy
Interest Rates
Regime Change in Caracas: US Capture of Maduro Ignites Wall Street Rally
January 05, 2026
Via
MarketMinute
Topics
Government
Stocks
Tickers
COP
CVX
F
HAL
MSFT
NVDA
Exposures
Political
US Equities
Dow Jumps 800 Points; ISM Manufacturing PMI Falls In December
↗
January 05, 2026
Via
Benzinga
Topics
Stocks
Exposures
US Equities
Why Newmont Stock Is Jumping Higher Today
↗
January 05, 2026
Via
The Motley Fool
Topics
Stocks
Tickers
NEM
Exposures
US Equities
Approaching Dow Fifty K
↗
January 05, 2026
Via
Talk Markets
Topics
Stocks
Exposures
US Equities
One Texas Fund Has a $9 Million Bet on Tennant Even as Shares Lag the S&P 500 by 24 Percentage Points
↗
January 05, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Stocks
Tickers
FTI
MGNI
NICE
TNC
TRUP
VRNS
Exposures
Legal
Regulatory
US Equities
Outperforming Energy Helps Dow Nab New Record
↗
January 05, 2026
Via
Talk Markets
Topics
Stocks
Exposures
US Equities
Why Lattice Semiconductor (LSCC) Stock Is Trading Up Today
January 05, 2026
Via
StockStory
Topics
Artificial Intelligence
Stocks
Supply Chain
Tickers
LSCC
NVDA
Exposures
Artificial Intelligence
Supply Chain
US Equities
Why Power Integrations (POWI) Stock Is Up Today
January 05, 2026
Via
StockStory
Topics
Artificial Intelligence
Stocks
Tickers
AAPL
MSFT
POWI
Exposures
Artificial Intelligence
US Equities
Tenable (TENB) Stock Is Up, What You Need To Know
January 05, 2026
Via
StockStory
Topics
Artificial Intelligence
Stocks
Tickers
AVGO
TENB
Exposures
Artificial Intelligence
US Equities
Chip Makers and Energy Producers Lead Stock Indexes Higher
January 05, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
Exposures
Artificial Intelligence
Economy
Interest Rates
What an $18 Million Treasury Bet Signals Amid the S&P's 16% Run
↗
January 05, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
IEF
VGLT
Exposures
Debt Markets
Legal
Regulatory
Why This Enphase Energy Analyst Is No Longer Bearish
↗
January 05, 2026
Via
Benzinga
Topics
Stocks
Exposures
US Equities
Stocks Climb on AI Spending Optimism and Strength in Energy Producers
January 05, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
Exposures
Artificial Intelligence
Economy
Interest Rates
US Stocks Higher; Dow Jumps 250 Points
↗
January 05, 2026
Via
Benzinga
Topics
Stocks
Exposures
US Equities
Should You Buy the Dip in This S&P 500 Underdog in 2026?
January 05, 2026
Via
Barchart.com
Topics
Stocks
World Trade
Exposures
Tariff
US Equities
If You'd Thrown $1,000 at the SPDR S&P 500 ETF 33 Years Ago, Here's the Jaw-Dropping Amount You'd Have Now
↗
January 05, 2026
Via
The Motley Fool
Topics
ETFs
Stocks
Tickers
SPY
Exposures
COVID-19
US Equities
< 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.