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
...
26
27
28
29
30
31
32
33
34
...
99
100
Next >
Thoughtful eBay Brand Belles Books & Gifts Brings Nostalgia to Life Under Founder Danielle Vataj
January 20, 2026
Via
ACCESS Newswire
Elektros Inc. Outlines Strategic Objectives Moving Forward
January 20, 2026
Via
ACCESS Newswire
Tickers
ELEK
Marquis Who's Who Honors Diane Helm for Excellence in Health Care
January 20, 2026
Via
ACCESS Newswire
Fiverr Acquires Yaballe to Support AutoDS's Momentum in Dropshipping
January 20, 2026
Via
ACCESS Newswire
Guardian Roofing Partners with Owens Corning & Habitat for Humanity on Roof Deployment Project-- New Roof for Tacoma Veteran Home
January 20, 2026
Via
ACCESS Newswire
Consero Global Announces Strategic Partnership with SpendHound to Optimize Client Software Spend
January 20, 2026
Via
ACCESS Newswire
Free Spins No Deposit Win Real Money Bonuses in 2026
January 20, 2026
Via
ACCESS Newswire
Iced Out Genetics Expands Lineup with Edibles, Rosin Pens, and Crumble
January 20, 2026
Via
ACCESS Newswire
CAMB.AI Unveils MARS8: The First Family of TTS Architectures, Ending the Era of One-Size-Fits-All Voice AI
January 20, 2026
Via
ACCESS Newswire
Ryan Botner Gains Momentum as a Go To Expert in Sales Training and Revenue Growth Strategy
January 20, 2026
Via
ACCESS Newswire
Taranis Expands Silver Cup Mining District Holdings to Over 6,000 Ha. in One of British Columbia's Oldest Silver and Gold Mining Districts
January 20, 2026
Via
ACCESS Newswire
Tickers
TNREF
TSX-V:TRO
Totec Resources Announces Closing of Qualifying Transaction and Anticipated Trading Date
January 20, 2026
Via
ACCESS Newswire
Tickers
TSX-V:USHA
USHAF
Arthur M. Blank Family Foundation Provides $7.6 Million in Grant Funding to PGA of America REACH Foundation
January 20, 2026
Via
ACCESS Newswire
Digital-First Banking & Payments
January 20, 2026
Via
ACCESS Newswire
Tickers
BTTC
Saint Therese of Oxbow Lake Earns 2025 Zellner Group Client of the Year Award
January 20, 2026
Via
ACCESS Newswire
Henson Venture Partners Announces Strong 2025 Year-End Results and Accelerated Investment Plans for 2026
January 20, 2026
Via
ACCESS Newswire
TruChoice Launches New Client Acquisition System for Financial Professionals
January 20, 2026
Via
ACCESS Newswire
HISONG Music Technologies Launches Partner Program for Recording Studios and Musician Service Agencies
January 20, 2026
Via
ACCESS Newswire
XXIO Casts Sports Broadcaster Charissa Thompson as Latest Brand Ambassador
January 20, 2026
Via
ACCESS Newswire
Turing Award Winner Jack Dongarra Joins Yotta Labs as a Technical & Strategic Advisor
January 20, 2026
Via
ACCESS Newswire
Visterra Landscape Group Expands Texas Operations Into Greater San Antonio, Austin Metros with Strategic Investment in Liberty Lawn & Landscaping
January 20, 2026
Via
ACCESS Newswire
Chief Tax Officer and Lead Tax Attorney at Optima Tax Relief, Phil Hwang, Appointed National Chair of IRS Taxpayer Advocacy Panel
January 20, 2026
Via
ACCESS Newswire
Vanderbilt Report: VisionWave Holdings Addresses Critical Defense Speed Gap as AI Military Market Accelerates to $35.78 Billion by 2034
January 20, 2026
Via
ACCESS Newswire
Hydroh Tablets Reviews: Don’t Buy Till You've Read This!
January 20, 2026
Via
ACCESS Newswire
All Communication, One Workspace: How Bitrix24 Helps Teams Deliver Better Customer Service
January 20, 2026
Via
ACCESS Newswire
Dalrada Technology Group, Inc. Shareholder Letter from the Chairman and CEO, Brian Bonar
January 20, 2026
Via
ACCESS Newswire
Tickers
DHTI
ClearAI Expands Boutique AI Consulting Services for Mid-Market and Enterprise Organizations
January 20, 2026
Via
ACCESS Newswire
Stagwell (STGW) Launches Quarter Creek Ventures, a New Incubator Fund to Invest in Breakthrough Ideas and Emerging Talent
January 20, 2026
Via
ACCESS Newswire
Tickers
STGW
Cloud Veterans Expands Eligibility to Active-Duty Military Transitioning Within 12 Months
January 20, 2026
Via
ACCESS Newswire
Caldwell Announces New Sponsorship on Canada's Outstanding CEO of the Year(R)
January 20, 2026
Via
ACCESS Newswire
Tickers
CWLPF
TSX:CWL
< Previous
1
2
...
26
27
28
29
30
31
32
33
34
...
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.