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
3
4
5
6
7
8
9
...
99
100
Next >
Humana Inc. to Release Fourth Quarter 2025 Results on February 11, 2026
January 09, 2026
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Cresco Labs Opens Sunnyside Tamarac, Expanding Patient Access in Broward County, Florida
January 09, 2026
From
Cresco Labs
Via
Business Wire
Tickers
CRLBF
CSE:CL
Carter’s, Inc. Provides Business Update
January 09, 2026
From
Carter’s, Inc.
Via
Business Wire
Tickers
CRI
Kezar Life Sciences Announces Regulatory Update on Zetomipzomib Program in Autoimmune Hepatitis
January 09, 2026
From
Kezar Life Sciences, Inc.
Via
Business Wire
Tickers
KZR
Linde Announces Fourth Quarter 2025 Earnings and Conference Call Schedule
January 09, 2026
From
Linde
Via
Business Wire
Tickers
LIN
Oklo, Meta Announce Agreement in Support of 1.2 GW Nuclear Energy Development in Southern Ohio
January 09, 2026
From
Oklo Inc.
Via
Business Wire
Tickers
OKLO
Aurora Therapeutics Launches to Realize Potential of Personalized Gene Editing for Millions of Patients with Rare Diseases
January 09, 2026
From
Aurora Therapeutics
Via
Business Wire
Pacifico Energy Achieves Commercial Operations at Sunpro Wind Farm in Vietnam’s Mekong Delta
January 09, 2026
From
Pacifico Energy Vietnam
Via
Business Wire
ARDT INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that Ardent Health, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
January 09, 2026
From
Robbins Geller Rudman & Dowd LLP
Via
Business Wire
Tickers
ARDT
Insulet to Announce Fourth Quarter and Full Year 2025 Financial Results on February 18, 2026
January 09, 2026
From
Insulet Corporation
Via
Business Wire
Tickers
PODD
Blockstream Capital Partners Announces Strategic Acquisition of Derivatives Trading Team from Numeus Group, Leveraging Strategic Partnership with Komainu
January 09, 2026
From
Komainu
Via
Business Wire
Allianz and Anthropic Forge Global Partnership to Advance Responsible AI in Insurance
January 09, 2026
From
Allianz SE
Via
Business Wire
TP ICAP to Acquire Vantage Capital Markets, Expanding Global Broking Capabilities
January 09, 2026
From
TP ICAP Group
Via
Business Wire
MRM Health Secures FDA IND Clearance to Launch its Phase 2b Trial of MH002 in Mild-to-Moderate Ulcerative Colitis
January 09, 2026
From
MRM Health NV
Via
Business Wire
Survey Finds Over 70% of Chinese Doctors Recommend “AI Doctor Services” Like Ant Group’s AQ for Everyday Health Needs
January 08, 2026
From
Ant Group
Via
Business Wire
OPPO Joins VVC Advance Patent Pool as a Licensee and Extends HEVC Advance License
January 08, 2026
From
Access Advance LLC
Via
Business Wire
Johnson & Johnson Reaches Agreement with U.S. Government to Improve Access to Medicines and Lower Costs for Millions of Americans; Delivers on U.S. Manufacturing and Innovation Investments
January 08, 2026
From
Johnson & Johnson
Via
Business Wire
Tickers
JNJ
TrueBlue Highlights Recent Board Refreshment and Strategic Initiatives Underway to Achieve Long-Term Profitable Growth
January 08, 2026
From
TrueBlue, Inc.
Via
Business Wire
Tickers
TBI
Fluor Achieves Mechanical Completion on BASF’s New Verbund Site Project in South China
January 08, 2026
From
Fluor Corporation
Via
Business Wire
Tickers
FLR
Rosen Law Firm Encourages Nestlé S.A. Investors to Inquire About Securities Class Action Investigation – NSRGY
January 08, 2026
From
Rosen Law Firm
Via
Business Wire
Murphy Oil Corporation Announces Pricing of $500 Million of 6.500% Senior Notes Due 2034
January 08, 2026
From
Murphy Oil Corporation
Via
Business Wire
Tickers
MUR
Veteran Commercial Banker, Colin Murphy, Joins WaFd Bank as Regional President of Northern Oregon
January 08, 2026
From
WaFd, Inc.
Via
Business Wire
Tickers
WAFD
Western Alliance Bank Appoints David Hutzler Head of Private Client Group in Las Vegas
January 08, 2026
From
Western Alliance Bank
Via
Business Wire
Tickers
WAL
TLX Deadline Tomorrow: Rosen Law Firm Encourages Telix Pharmaceuticals Ltd. Investors to Secure Counsel Before Important January 9 Deadline in Securities Class Action First Filed by the Firm – TLX
January 08, 2026
From
The Rosen Law Firm, P.A.
Via
Business Wire
Tickers
TLX
Apartments.com Releases Multifamily Rent Growth Report for December 2025
January 08, 2026
From
CoStar Group
Via
Business Wire
Tickers
CSGP
Monnit Enters Japanese Market Through Partnership With Widetec
January 08, 2026
From
Monnit Corporation
Via
Business Wire
Rosen Law Firm Urges Varonis Systems, Inc. (NASDAQ: VRNS) Stockholders with Large Losses to Contact the Firm for Information About Their Rights
January 08, 2026
From
The Rosen Law Firm, P.A.
Via
Business Wire
Tickers
VRNS
FineHeart Secures €83 Million to Support Its Growth and Establish Itself as a Future European Leader in Active Implantable Medical Devices (AIMDs)
January 08, 2026
From
FineHeart
Via
Business Wire
Gossamer Bio Announces Inducement Grant Under Nasdaq Listing Rule 5635(c)(4)
January 08, 2026
From
Gossamer Bio, Inc.
Via
Business Wire
Tickers
GOSS
Arcturus Therapeutics to Present at the 44th Annual J.P. Morgan Healthcare Conference
January 08, 2026
From
Arcturus Therapeutics Holdings Inc.
Via
Business Wire
Tickers
ARCT
< 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.