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 The Motley Fool
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Why IREN Stock Soared More Than 20% This Week
↗
January 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
IREN
MSFT
1 Magnificent S&P 500 Dividend Stock Down 20% to Buy and Hold Forever
↗
January 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Tickers
PG
What Is One of the Best Tech Stocks to Own for the Next 10 Years?
↗
January 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
GOOG
GOOGL
Is D-Wave Quantum Your Ticket to Becoming a Millionaire?
↗
January 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
QBTS
Is It Too Late to Buy Palantir After Its Massive Run?
↗
January 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
PLTR
Coming Out of Retirement in 2026? 2 Ways This Could Affect Your Social Security Benefits
↗
January 16, 2026
Via
The Motley Fool
Topics
Bonds
Retirement
Why One Advisor Added $3.4 Million to a Global Bond ETF and Made It a 7% Portfolio Bet
↗
January 16, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
DFGP
DGCB
Why Firefly Aerospace Stock Popped Today
↗
January 16, 2026
Via
The Motley Fool
Tickers
FLY
MS
Is USA Rare Earth Stock a Millionaire Maker?
↗
January 16, 2026
Via
The Motley Fool
Tickers
USAR
After a 100% Gain Last Year, Can QuantumScape Soar Again in 2026?
↗
January 16, 2026
Via
The Motley Fool
Tickers
GLW
QS
VLKAF
VWAGY
VWAPY
Huge News: BigBear.ai Eliminates Debt and Resets the Story
↗
January 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
BBAI
1 Problem Ford Needs to Fix for Bullish Investors
↗
January 16, 2026
Via
The Motley Fool
Tickers
F
This Precious Metals Fund Is Up 190% This Past Year and Still a Top Holding Even After a $4 Million Sale
↗
January 16, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ASA
KR
MSFT
RTX
WFC
Why the Next Phase of the AI Boom Could Favor This Stock
↗
January 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AMD
AVGO
NVDA
Read Warren Buffett's Timeless Investment Advice For Navigating the Stock Market in 2026
↗
January 16, 2026
Via
The Motley Fool
Tickers
AAPL
BRK
BRK-A
BRK-B
PNC (PNC) Q4 2025 Earnings Call Transcript
↗
January 16, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
PNC
Prediction: This Will Be the First Dividend Champion from the "Magnificent Seven"
↗
January 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
AMZN
MSFT
NVDA
TSLA
JP Wealth Management Closes the Door on QQEW. Should Retail Investors Follow Suit?
↗
January 16, 2026
Via
The Motley Fool
Topics
ETFs
Tickers
QQEW
QQQM
STEW
TSI
What's Behind This New $4 Million Bet on a Beaten-Down Mall Owner Lagging the Broader Market?
↗
January 16, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
GOOGL
MAC
ROP
VGSH
WBD
WTM
Why Planet Labs Stock Soared 24.5% This Week
↗
January 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
GOOG
GOOGL
PL
Nvidia and Eli Lilly Are Partnering on a $1 Billion Lab. Here's What Investors Need to Know.
↗
January 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
JPM
LLY
NVDA
3 Medicare Cost Increases That Could Hurt Social Security Recipients in 2026
↗
January 16, 2026
Via
The Motley Fool
Topics
Retirement
Tema ETFs Adds $8 Million to an Industrial Stock Up 63% This Past Year
↗
January 16, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
AAPL
CAT
LLY
NEE
NVDA
POWL
Prediction: CoreWeave Stock Will at Least Double in 2026
↗
January 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Tickers
CRWV
GS
3 Brilliant Dividend Stocks to Buy Now and Hold for the Long Term
↗
January 16, 2026
Via
The Motley Fool
Tickers
ARCC
KO
O
PEP
M&T Bank (MTB) Q4 2025 Earnings Call Transcript
↗
January 16, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
MTB
Why This Horrible Ford Record Is Important for Investors
↗
January 16, 2026
Via
The Motley Fool
Topics
Product Recall
Tickers
F
GM
Loop (LOOP) Q3 2025 Earnings Call Transcript
↗
January 16, 2026
Via
The Motley Fool
Topics
Earnings
Supply Chain
Tickers
LOOP
TTM
Is Tesla Stock a Buy Before Jan. 28?
↗
January 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Tickers
TSLA
Last Year, I Predicted That Alphabet Would Join the $3 Trillion Club. Here's Why the "Magnificent Seven" Stock Could Surpass $5 Trillion Before the End of 2027.
↗
January 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AAPL
AMZN
GOOG
GOOGL
MSFT
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.