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 >
Should Investors Be Buying the Dip on This Volatile Stock?
↗
January 15, 2026
Via
The Motley Fool
Topics
Initial Public Offering
Tickers
BYND
Lantz Financial Doubles Down on Harbor Long-Term Growers ETF Position, Adding $4 Million
↗
January 15, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
MSFT
WINN
The Best Stocks to Invest $1,000 in Right Now
↗
January 15, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
MSFT
NVDA
Unlocking the Potential of Synchrony Financial: A Deep Dive Into SYF Stock
↗
January 15, 2026
Via
The Motley Fool
Tickers
SYF
Helen of Troy (HELE) Q3 2026 Earnings Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Supply Chain
World Trade
Tickers
HELE
RPM (RPM) Q2 2026 Earnings Call Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
RPM
Park Aerospace (PKE) Q3 2026 Earnings Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Economy
World Trade
Tickers
PKE
RGP (RGP) Q2 2026 Earnings Call Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
RGP
Neogen (NEOG) Q2 2026 Earnings Call Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Earnings
World Trade
Tickers
NEOG
Applied Digital Q2 2026 Earnings Call Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
APLD
CMI
Aehr Test (AEHR) Q2 2026 Earnings Call Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
AEHR
WD-40 (WDFC) Q1 2026 Earnings Call Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Earnings
Economy
Tickers
WDFC
Simulations Plus (SLP) Q1 2026 Earnings Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
SLP
PriceSmart (PSMT) Q1 2026 Earnings Call Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Earnings
Economy
Tickers
PSMT
Kura Sushi (KRUS) Q1 2026 Earnings Call Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Earnings
World Trade
Tickers
KRUS
Northern Tech (NTIC) Earnings Call Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Earnings
Supply Chain
Tickers
NTIC
Greenbrier (GBX) Q1 2026 Earnings Call Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Earnings
World Trade
Tickers
GBX
Franklin Covey (FC) Q1 2026 Earnings Transcript
↗
January 15, 2026
Via
The Motley Fool
Tickers
FC
Commercial Metals (CMC) Earnings Call Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
CMC
Acuity (AYI) Q1 2026 Earnings Call Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
AYI
TD SYNNEX (SNX) Q4 2025 Earnings Call Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
SNX
3 Unstoppable Stocks to Buy in 2026 and Hold Forever
↗
January 15, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Tickers
AXP
GOOG
GOOGL
LLY
NVDA
This Fund Bet $15 Million on Active Bonds While Making a Full Fallen Angel Exit
↗
January 15, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Tickers
EMB
FLXR
JBND
JPM
90% of Nvidia's Customers Now Buy This -- and It's Not GPUs
↗
January 15, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
ANET
CSCO
MSFT
NVDA
ORCL
Where Will Joby Aviation Be in 5 Years? A Bold Prediction
↗
January 15, 2026
Via
The Motley Fool
Tickers
JOBY
RF Industries (RFIL) Q4 2025 Earnings Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Economy
Tickers
RFIL
J.B. Hunt (JBHT) Q4 2025 Earnings Call Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Earnings
Retirement
Tickers
JBHT
Compass Diversified (CODI) Earnings Transcript
↗
January 15, 2026
Via
The Motley Fool
Topics
Economy
Tickers
CODI
United Community Banks UCB Earnings Transcript
↗
January 15, 2026
Via
The Motley Fool
Tickers
UCB
3 Reasons Long-Term Investors Keep Coming Back to Costco Stock
↗
January 15, 2026
Via
The Motley Fool
Tickers
COST
< 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.