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
Articles published by ACCESS Newswire
< Previous
1
2
...
20
21
22
23
24
25
26
27
28
...
99
100
Next >
Mako Mining Enters Into a Definitive Purchase and Sale Agreement to Acquire the Mt. Hamilton Gold-Silver Project in Nevada from Sailfish Royalty
November 26, 2025
Via
ACCESS Newswire
Tickers
MAKOF
TSX-V:MKO
Real Estate Agents Turn to Kee Technology for Follow Up Boss Integrations
November 26, 2025
Via
ACCESS Newswire
Lir Life Sciences Announces Engagement for IR Services
November 26, 2025
Via
ACCESS Newswire
Tickers
CSE:SKNY
ITRCC Continues Work on Push 4.0
November 26, 2025
Via
ACCESS Newswire
Hatch X Acquires Magma Build Studios
November 26, 2025
Via
ACCESS Newswire
Carcetti Completes Acquisition of the Hemlo Gold Mine
November 26, 2025
Via
ACCESS Newswire
Inside Patrick Rogers' Systematic Approach to Helping 1,000 Business Owners Exit Successfully
November 26, 2025
Via
ACCESS Newswire
Athena Bitcoin Launches Black Friday Promotion to Save 10% on Bitcoin Purchases This Holiday Season
November 26, 2025
Via
ACCESS Newswire
Tickers
ABIT
Best Probate Realtor in Reno, NV: Richard Berman
November 26, 2025
Via
ACCESS Newswire
Dubai's Gold Market Reset Is Underway, and SMX Is the Technology Driving It
November 26, 2025
Via
ACCESS Newswire
Tickers
SMX
Kidoz Inc. Announces Results of 2025 AGM
November 26, 2025
Via
ACCESS Newswire
Tickers
KDOZF
TSX-V:KDOZ.V
Anna Kavanaugh and Her Philanthropic Center Facilitate Public Dialogue on Historical Accuracy in Honor of Native American Experience and Resilience
November 26, 2025
Via
ACCESS Newswire
First Care Medical Clinic Recognized as the Best Primary & Urgent Care Clinic Charlotte NC for 2025
November 26, 2025
Via
ACCESS Newswire
Jury Awards $135,000 to Local Ocean Ridge Attorney Defamed as "Felching Cronie" on Town's Official Facebook Page
November 26, 2025
Via
ACCESS Newswire
SMX Turned Six Partnership Deals Into a Global Supply Chain Reset, Here's Why
November 26, 2025
Via
ACCESS Newswire
Tickers
SMX
Estimating Edge Helps Roofing Estimators Prepare for 2026 With the EDGE(R)
November 26, 2025
Via
ACCESS Newswire
Darren and Mike Empower 400+ Entrepreneurs in Rome
November 26, 2025
Via
ACCESS Newswire
Real Authentication Urges Holiday Shoppers to Virtually Authenticate Luxury Goods Purchases
November 26, 2025
Via
ACCESS Newswire
SMX's Six 2025 Partnerships Triggered a Market Reset Around One Word: PROOF
November 26, 2025
Via
ACCESS Newswire
Tickers
SMX
FundCanna Highlights Cannabis Finance Innovation at MJBizCon 2025 With ReadyPaid and Industry Credit Solutions
November 26, 2025
Via
ACCESS Newswire
How Jennifer Stanford Is Changing the Way Leaders Thrive
November 26, 2025
Via
ACCESS Newswire
Six Partnership Wins In, SMX Took Dubai Gold to a New Standard
November 26, 2025
Via
ACCESS Newswire
Tickers
SMX
Voltanio Completes Installation of 18 Level 3 EV Chargers Across Public Parking Lots in California
November 26, 2025
Via
ACCESS Newswire
TheaMou by Theo Announces Global Revival of the Original Olympic Games and Operation PAME BROSTA at Athens Fashion Week
November 26, 2025
Via
ACCESS Newswire
Dubai Framed the Future of Gold But SMX Entered With Six Victories Before the First Session Began
November 26, 2025
Via
ACCESS Newswire
Tickers
SMX
Primary Hydrogen Reports Anomalous Hydrogen Values From Phase 1 Soil Gas Sampling at Point Rosie and Mary's Harbour Properties, Newfoundland and Labrador
November 26, 2025
Via
ACCESS Newswire
Tickers
HNATF
TSX-V:HDRO
SMX: The Day Gold Ran Out of Hiding and Why It Never Will Again
November 26, 2025
Via
ACCESS Newswire
Tickers
SMX
Free Gold IRA Kit: Where to Get One? (Best Gold IRA Kits Rankings Released)
November 26, 2025
Via
ACCESS Newswire
Humilis Investment Strategies Announces National Bank Financial Inc. as Its First Sub-Advisory Partner
November 26, 2025
Via
ACCESS Newswire
Trustpoint Xposure Unveils the Executive Authority Index, a New AI Based Measurement System Designed Under COO Aman Jamil to Track Credibility, Visibility, and Influence Across Digital and AI Platforms
November 26, 2025
Via
ACCESS Newswire
< Previous
1
2
...
20
21
22
23
24
25
26
27
28
...
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.