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 >
TurningPoint Energy Welcomes Mike Marsch as Vice President of Development
Today 10:03 EST
From
TurningPoint Energy
Via
Business Wire
Valuation Implications of Domestic Rare Earth Supply Chain Reshoring: A Market and Corporate Analysis of Leading Mining and Processing Beneficiaries - ResearchAndMarkets.com
Today 10:02 EST
From
Research and Markets
Via
Business Wire
TNS Launches Hosted Cloud Connect to Modernize Legacy Voice Switching Infrastructure for Service Providers
Today 10:01 EST
From
Transaction Network Services
Via
Business Wire
Americans Cutting Back on Retirement Savings, Allianz Life Study Finds
Today 10:01 EST
From
Allianz Life Insurance Company of North America
Via
Business Wire
Newrez First Major Lender to Recognize Crypto Assets in Mortgage Origination
Today 10:00 EST
From
Newrez LLC
Via
Business Wire
InductiveHealth Acquires SSDataInfo to Expand and Strengthen its Disease Surveillance Offerings and Better Serve Health Departments’ Mission Towards Data and System Modernization
Today 10:00 EST
From
InductiveHealth
Via
Business Wire
SuperAwesome Acquires Starglow Media, the World's Largest Ecosystem of Premium Kids & Family Audio Content
Today 10:00 EST
From
SuperAwesome
Via
Business Wire
Andersen Broadens Metro Boston Presence with New Massachusetts Office
Today 10:00 EST
From
Andersen
Via
Business Wire
PlanSource Unveils a Bold Brand Evolution Built for the Future of Benefits Administration
Today 10:00 EST
From
PlanSource
Via
Business Wire
Spineology Launches OptiMesh® HA Nano
Today 10:00 EST
From
Spineology Inc.
Via
Business Wire
New DDN Report Reveals 65% of Organizations Are Struggling to Achieve AI Success
Today 10:00 EST
From
DDN
Via
Business Wire
Sinclair Accepting Applications for 2026 Scholarship Program
Today 10:00 EST
From
Sinclair, Inc.
Via
Business Wire
Tickers
SBGI
Setpoint Announces Agreement to Acquire inTENT Fulfillment and Expands Rating Agency–Approved Loan Diligence
Today 10:00 EST
From
Setpoint
Via
Business Wire
Tahoe Therapeutics and Alloy Therapeutics to Form Joint Venture and Develop First-in-Class Antibody-Drug Conjugates for Hard-to-Treat Cancers
Today 10:00 EST
From
Alloy Therapeutics
Via
Business Wire
Clutch Announces Strategic Partnership with Google Public Sector to Accelerate AI Adoption Across California Government
Today 10:00 EST
From
Clutch
Via
Business Wire
Warner Music Group Corp. to Conduct Earnings Conference Call on Thursday, February 5, 2026
Today 10:00 EST
From
WMG
Via
Business Wire
Tickers
WMG
Anythink Libraries Announces New Reunion Express Library To Open in Reunion in Fall 2026
Today 10:00 EST
From
Anythink Libraries
Via
Business Wire
Astra Service Partners Invests in HVAC Service Provider, CMC Corporate Solutions
Today 10:00 EST
From
Orion Group
Via
Business Wire
Elysium Marketing Group Announces Inaugural Board of Advisors
Today 10:00 EST
From
Elysium Marketing Group
Via
Business Wire
Joseph C. Ballman Elected to CHPA Board of Directors, Succeeding Jeff Reich After Two Terms
Today 10:00 EST
From
CORT
Via
Business Wire
Capital Factory Launches STATION NWA to Power Supply-Chain & Advanced Manufacturing Innovation in Bentonville
Today 10:00 EST
From
Capital Factory
Via
Business Wire
The Coca-Cola Company Announces Timing of Fourth Quarter and Full Year 2025 Earnings Release
Today 10:00 EST
From
The Coca-Cola Company
Via
Business Wire
Tickers
KO
CryoFuture Announces Partnership with Liss Capital Partners to Accelerate National Expansion and Advance Cryopreservation Technology
Today 10:00 EST
From
CryoFuture
Via
Business Wire
Source7 Partners with SuiteSpot to Enrich Asset Intelligence for Smarter Multifamily Maintenance
Today 10:00 EST
From
Source7
Via
Business Wire
Consociate Health Welcomes Dr. Liyu You as Enterprise Data Scientist and Architect
Today 10:00 EST
From
Consociate Health
Via
Business Wire
hol+ debuts as the first full service, comprehensive holistic health experience addressing personal and family health
Today 10:00 EST
From
hol+
Via
Business Wire
Esker Officially Registered as a Certified E-Invoicing Platform in France
Today 10:00 EST
From
Esker
Via
Business Wire
Los Angeles Beat Announces Atlas Card as Title Sponsor and Official Credit Card Partner in Landmark Partnership
Today 10:00 EST
From
The Los Angeles Beat
Via
Business Wire
Plasticade Acquires Mr. Chain
Today 9:59 EST
From
Plasticade
Via
Business Wire
Security Benefit Finds RIA Confidence Slipping as Market Uncertainty Builds
Today 9:57 EST
From
Security Benefit
Via
Business Wire
< 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.