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
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Articles published by ACCESS Newswire
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
CORRECTION FROM SOURCE: Expert Intelligence Raises $5.8 Million Seed Round to Bring AI Decision Automation to Regulated Laboratories
Today 13:27 EST
Via
ACCESS Newswire
PGA of America Appoints Terry Clark as Chief Executive Officer
Today 13:15 EST
Via
ACCESS Newswire
Gabcus Investment's Data-Driven Approach to Building Long-Term Investor Confidence
Today 13:10 EST
Via
ACCESS Newswire
Art's Way Reports Fiscal 2025 Results, Delivers Improved Profitability and Positive Net Income Driven by Strong Modular Buildings Performance
Today 13:00 EST
Via
ACCESS Newswire
Tickers
ARTW
Dr. Scott Kamelle Earns Prestigious Castle Connolly Top Doctor Recognition, Marking a Decade of National Distinction in Gynecologic Oncology
Today 12:50 EST
Via
ACCESS Newswire
Epique Realty Named 2026 HousingWire Tech100 Real Estate Winner
Today 12:30 EST
Via
ACCESS Newswire
iTacit Forecasts Workforce Enablement Trends for 2026
Today 11:45 EST
Via
ACCESS Newswire
WGI Welcomes Trent Huffman, PE as Roadway Design Manager
Today 10:00 EST
Via
ACCESS Newswire
Jonathan Kniss on Why Global Workplace Pressure Is Hitting the Pacific Northwest Especially Hard
Today 12:30 EST
Via
ACCESS Newswire
Napa, California, Joins the Hopeful Cities Movement to Teach Hope as a Measurable, Teachable Skill
Today 12:25 EST
Via
ACCESS Newswire
Lithium South AGSM Update
Today 12:00 EST
Via
ACCESS Newswire
Tickers
LISMF
TSX-V:LIS
PPC Flex Achieves ISO 13485 Certification, Expanding Capabilities for Pharmaceutical and Medical Markets
Today 12:00 EST
Via
ACCESS Newswire
United Overseas Trading Acquires Certain Entities of The Norvic Shipping Platform Including a Modern Dry Bulk Fleet Of Ultramax And Handysize Vessels
Today 12:00 EST
Via
ACCESS Newswire
Seven Years Strong: Optima Tax Relief Continues Customer Service Winning Streak at Stevie(R) Awards
Today 10:00 EST
Via
ACCESS Newswire
Bernardo Arsuaga Cardenas Advocates for Long-Form Storytelling in Film
Today 9:45 EST
Via
ACCESS Newswire
Keivin Kilgore Launches a 7-Day Workplace Clarity Challenge
Today 9:40 EST
Via
ACCESS Newswire
The Future of Community Healthcare: Vancouver Clinic and NexCore Group Expand Campus with New Medical Facility
Today 11:45 EST
Via
ACCESS Newswire
CCA Industries, Inc. Announces Sale of Lobe Miracle Brand
Today 11:20 EST
Via
ACCESS Newswire
Tickers
CAWW
Marquis Who's Who Honors Ken Wu for Leadership in Civic Diplomacy and Cross-Cultural Service
Today 11:15 EST
Via
ACCESS Newswire
John H. Weston Jr. Launches a Personal Pledge to Reduce Preventable Behavioral Crises in Community Care
Today 11:03 EST
Via
ACCESS Newswire
Are Dental Implants Worth It in Pompano Beach, FL?
Today 11:00 EST
Via
ACCESS Newswire
Berkeley SkyDeck and UC Berkeley Announce Second Year of Mayfield AI Garage, Expanding Opportunities for Student and Alumni Entrepreneurs
Today 11:00 EST
Via
ACCESS Newswire
Latin America Mining Equipment Market to Reach USD 11.3 Billion by 2035 as Automation and ESG Mandates Redefine Extraction
Today 10:35 EST
Via
ACCESS Newswire
Succession Resource Group Announces Partnership with Focus Partners Advisor Solutions to Assist with Advisor Experience & Long-Term Enterprise Value
Today 10:30 EST
Via
ACCESS Newswire
Global Automotive Turbocharger Market to Reach USD 50 Billion by 2035 as Emission Regulations and Engine Downsizing Accelerate
Today 10:25 EST
Via
ACCESS Newswire
Glacial Multimedia Launches AI Search GEO/AEO Boost Package to Enhance SEO Programs for Medical Practices
Today 10:13 EST
Via
ACCESS Newswire
Agilence Wins Ninth Consecutive Stevie(R) Award for Customer Service Department of the Year - Earns Gold Recognition
Today 10:00 EST
Via
ACCESS Newswire
Utah Medical Products, Inc. Announces Quarterly Dividend
Today 10:00 EST
Via
ACCESS Newswire
Tickers
UTMD
Patriot.Tv's Jd Rucker Explains Billie Eilish's Comments on ICE, Offers ICE Commentary as Exhibit A of Celebrity Sound Bite Politics
Today 9:45 EST
Via
ACCESS Newswire
Tickers
CBMJ
Dundon Advisers Appoints Anthony DeFeo as Managing Director to Lead Strategic Growth and Capital Formation
Today 9:35 EST
Via
ACCESS Newswire
< 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.