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 Barchart.com
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Crude Prices Sink as Geopolitical Risks Ease and US Supplies Increase
January 22, 2026
Via
Barchart.com
Topics
Energy
Government
Frigid US Weather Catapults Nat-Gas Prices to a 3-Year High
January 22, 2026
Via
Barchart.com
Topics
Energy
As Jensen Huang Preps to Visit China, How Should You Play Nvidia Stock?
January 22, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Government
Supply Chain
Tickers
LLY
NVDA
Can Silver’s Price Continue to Rise?
January 22, 2026
Via
Barchart.com
Topics
ETFs
Dear Tesla Stock Fans, Mark Your Calendars for January 28
January 22, 2026
Via
Barchart.com
Topics
Economy
Tickers
TSLA
Elon Musk Warns of Slow Cybercab, Optimus Production. What Does That Mean for the TSLA Stock Bull Case?
January 22, 2026
Via
Barchart.com
Topics
Electric Vehicles
Government
Tickers
TSLA
Sugar Prices Climb on Strength in the Brazilian Real
January 22, 2026
Via
Barchart.com
Dollar Weakness Lifts Cocoa Prices
January 22, 2026
Via
Barchart.com
Arabica Coffee Recovers as the Brazilian Real Rallies
January 22, 2026
Via
Barchart.com
SanDisk Shares Are Already Up 105% in 2026. How Much Higher Can SNDK Stock Go This Year?
January 22, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Intellectual Property
Stocks
Cathie Wood Is Doubling Down on Broadcom Stock. Should You?
January 22, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Tickers
AVGO
WFC
Trade Microsoft Stock Before Earnings With This Bull Call Spread
January 22, 2026
Via
Barchart.com
Topics
Stocks
Tickers
MSFT
Three Hot Options Plays, Each with Its Own Twist
January 22, 2026
Via
Barchart.com
Topics
Government
Stocks
Tickers
NFLX
NVDA
Hogs Popping Higher on Thursday
January 22, 2026
Via
Barchart.com
Cotton Falling Back on Thursday
January 22, 2026
Via
Barchart.com
Wheat Feeling Stronger on Thursday’s Midday
January 22, 2026
Via
Barchart.com
Corn Posting Midday Gains on Thursday
January 22, 2026
Via
Barchart.com
Cattle Mixed at Midday
January 22, 2026
Via
Barchart.com
Topics
Economy
There's Trouble in 2026 for Tech Stock ETFs. How To Play XLK Right Now.
January 22, 2026
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Tickers
NVDA
How This Options Expert Screens for High-Probability Spread Trades, Step-by-Step
January 22, 2026
Via
Barchart.com
Crude Prices Tumble on Ukraine Peace Hopes and Surging US Oil Supplies
January 22, 2026
Via
Barchart.com
Topics
Energy
Government
Calling Back to Jimmy Carter, Citigroup’s CEO Says Credit Card Rate Caps Would ‘Not Be Good’ for the U.S. Economy
January 22, 2026
Via
Barchart.com
Topics
Credit Cards
Economy
Government
Tickers
C
‘Yes or No AI’: 93% of DuckDuckGo Users Overwhelmingly Reject AI, So What Does This Mean for the Future of Nvidia, Alphabet, and Other AI Stocks?
January 22, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Tickers
AMZN
NVDA
Sugar Prices Climb as Strength in the Brazilian Real Spurs Short Covering
January 22, 2026
Via
Barchart.com
KHC Is Low-Hanging Fruit for Greg Abel: Which Warren Buffett Stock Will He Sell Next?
January 22, 2026
Via
Barchart.com
Tickers
AAPL
AMZN
BRK-A
BRK-B
KHC
KO
Cocoa Prices Bounce on Dollar Weakness
January 22, 2026
Via
Barchart.com
The ‘Trump Effect’ Makes Intel’s Earnings Report Tonight Very Special. Why You Should Brace for a Double-Digit Move in INTC Stock.
January 22, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Government
Tickers
INTC
As SoFi Stock Drops Below $30, Is it a Buy Ahead of Q4 Earnings?
January 22, 2026
Via
Barchart.com
Coffee Prices Slip on Brazil Rains and a Recovery in ICE Inventories
January 22, 2026
Via
Barchart.com
AMD Stock Outperformed Nvidia. Is It Still a Buy?
January 22, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Tickers
AMD
NVDA
< 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.