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 Business Wire
< Previous
1
2
...
22
23
24
25
26
27
28
29
30
...
99
100
Next >
Advaya Capital to Acquire Comscore’s Movies Division, Initiating a New Era in Film Box Office Intelligence
May 27, 2026
From
Advaya Capital
Via
Business Wire
Kish Bancorp, Inc. Completes $35.0 Million Subordinated Debt Offering
May 27, 2026
From
Kish Bancorp, Inc.
Via
Business Wire
Tickers
KISB
Genomic Testing Cooperative to Exhibit and Present Research at 2026 ASCO Annual Meeting
May 27, 2026
From
Genomic Testing Cooperative
Via
Business Wire
NYSE Group Consolidated Short Interest Report
May 27, 2026
From
NYSE Regulation
Via
Business Wire
Investor Notice: Robbins LLP Informs Investors of the Zoetis Inc. Class Action
May 27, 2026
From
Robbins LLP
Via
Business Wire
Tickers
ZTS
Milliman analysis: Competitive pension risk transfer cost decreased from 100.9% to 100.1% during April
May 27, 2026
From
Milliman, Inc.
Via
Business Wire
Laurel Employment Law Files Lawsuits That Allege Cosmic Wire Operated as a Multiyear Fraudulent Enterprise, Using Unpaid Employee Labor to Sustain Operations While CEO Exercised Exclusive Control and Diverted Corporate Resources
May 27, 2026
From
Laurel Employment Law
Via
Business Wire
Push Security Named to Redpoint’s 2026 InfraRed 100
May 27, 2026
From
Push Security
Via
Business Wire
MAX Shareholder Alert: MediaAlpha Investors are Notified of BFA Law’s Investigation into the Company’s Board of Directors
May 27, 2026
From
Bleichmar Fonti & Auld LLP
Via
Business Wire
Tickers
MAX
Labaton Keller Sucharow LLP Files Securities Class Action Against Zoetis, Inc. and Certain of Its Executives
May 27, 2026
From
Labaton Keller Sucharow LLP
Via
Business Wire
Tickers
ZTS
SCOTUS Denies AviaGames Certiorari on Arbitration Issues
May 27, 2026
From
Burns Charest LLP
Via
Business Wire
Korn Ferry to Participate in Upcoming Investor Conferences
May 27, 2026
From
Korn Ferry
Via
Business Wire
Tickers
KFY
Sigma Joins ClickHouse's House Mates Partner Program as a Founding Partner
May 27, 2026
From
Sigma
Via
Business Wire
CampusESP Launches ESP Sense™: Embedded AI Built for the Real Work of Higher Education
May 27, 2026
From
CampusESP
Via
Business Wire
KBRA Assigns AA Rating to State of Louisiana General Obligation Refunding Bonds, Series 2026-B
May 27, 2026
From
Kroll Bond Rating Agency, LLC
Via
Business Wire
Luxury Presence Reaches $100 Million Annual Recurring Revenue as Top-Producing Agents Unify Their Businesses on One AI Growth Platform
May 27, 2026
From
Luxury Presence
Via
Business Wire
Alesis LLC Expands to the Pacific Northwest With Dr. Lyly Fisher — First Seattle-Area Provider of Alesis OSA1™
May 27, 2026
From
Alesis LLC
Via
Business Wire
German American Bank Awarded Raymond James Community Bankers Cup for 2025 Performance
May 27, 2026
From
German American Bancorp, Inc.
Via
Business Wire
Tickers
GABC
Investor Notice: Robbins LLP Informs Investors of the AeroVironment, Inc. Class Action
May 27, 2026
From
Robbins LLP
Via
Business Wire
Tickers
AVAV
UWP Co-Founder Pens Op/Ed on Changing Industry Dynamics
May 27, 2026
From
Uniting Wealth Partners
Via
Business Wire
Securities Fraud Investigation Into UP Fintech Holding Limited (TIGR) Announced – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm
May 27, 2026
From
Glancy Prongay Wolke & Rotter LLP
Via
Business Wire
Tickers
TIGR
Avangrid Executes PPA with Microsoft for New 140 MW Solar Project in Washington; U.S. Contracts Now Exceed 500 MW
May 27, 2026
From
AVANGRID, Inc.
Via
Business Wire
Securities Fraud Investigation Into BP p.l.c. (BP) Announced – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm
May 27, 2026
From
Glancy Prongay Wolke & Rotter LLP
Via
Business Wire
Tickers
BP
Yieldmo Appoints Anthony Flaccavento as Chief Revenue Officer, Expands Executive Leadership Team
May 27, 2026
From
Yieldmo
Via
Business Wire
Securities Fraud Investigation Into AECOM (ACM) Announced – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm
May 27, 2026
From
Glancy Prongay Wolke & Rotter LLP
Via
Business Wire
Tickers
ACM
Haig Partners Releases Q1 2026 Haig Report®: Dealership Buy-Sell Activity Surged 39% in Q1 2026 as Private Buyers Chase Strong Franchises
May 27, 2026
From
Haig Partners LLC
Via
Business Wire
VidCruiter Ranked #1 Video Interview Software on Gartner Peer Insights, Validating a Decade of Investment in Structured, Defensible Hiring
May 27, 2026
From
VidCruiter
Via
Business Wire
Securities Fraud Investigation Into Futu Holdings Limited (FUTU) Announced – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm
May 27, 2026
From
Glancy Prongay Wolke & Rotter LLP
Via
Business Wire
Tickers
FUTU
Securities Fraud Investigation Into Wix.com Ltd. (WIX) Announced – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm
May 27, 2026
From
Glancy Prongay Wolke & Rotter LLP
Via
Business Wire
Tickers
WIX
Calix Expands Agent Workforce Cloud With New Intelligence Capabilities, Building on Proven Platform Outcomes Including 73% ARPU Growth
May 27, 2026
From
Calix, Inc.
Via
Business Wire
Tickers
CALX
< Previous
1
2
...
22
23
24
25
26
27
28
29
30
...
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.