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 GlobeNewswire
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Rubicon Organics Launches 1964 Supply Co.™ in the U.K.
Today 20:00 EDT
From
Rubicon Organics
Via
GlobeNewswire
Tickers
ROMJF
TSX-V:ROMJ
ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages Super Micro Computer, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - SMCI
Today 11:09 EDT
From
The Rosen Law Firm PA
Via
GlobeNewswire
Tickers
SMCI
ROSEN, THE FIRST FILING FIRM, Encourages Trip.com Group Limited Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - TCOM
Today 10:01 EDT
From
The Rosen Law Firm PA
Via
GlobeNewswire
Tickers
TCOM
ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Hercules Capital, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - HTGC
Today 9:55 EDT
From
The Rosen Law Firm PA
Via
GlobeNewswire
Tickers
HTGC
ROSEN, A RANKED AND LEADING LAW FIRM, Encourages New Era Energy & Digital, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – NUAI
Today 8:51 EDT
From
The Rosen Law Firm PA
Via
GlobeNewswire
Tickers
NUAI
Bragar Eagel & Squire, P.C. Reminds Eos Energy Enterprises, Inc. (NASDAQ: EOSE) Investors to Contact the Firm Regarding Their Rights Before May 6th
April 11, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
Tickers
EOSE
BioNTech and DualityBio’s Antibody-Drug Conjugate Trastuzumab Pamirtecan Demonstrated Clinically Meaningful Efficacy in Patients with HER2-Expressing, Recurrent Endometrial Cancer
April 11, 2026
From
BioNTech SE
Via
GlobeNewswire
Tickers
BNTX
Alleron Expert Group Marks Six Years of 100% Client Retention, Announces Expanded Cloud Services Portfolio
April 10, 2026
From
Alleron Expert Group
Via
GlobeNewswire
Bunker Hill Announces Equity Compensation Grants
April 10, 2026
From
Bunker Hill Mining Corp.
Via
GlobeNewswire
Tickers
BHLL
TSX-V:BNKR
Innovator Announces Results of Special Meeting of Shareholders Relating to the Reorganizations of Innovator IBD® Breakout Opportunities ETF and Innovator IBD® 50 ETF
April 10, 2026
From
Innovator Capital Management
Via
GlobeNewswire
ROSEN, THE FIRST FILING FIRM, Encourages ImmunityBio, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - IBRX
April 10, 2026
From
The Rosen Law Firm PA
Via
GlobeNewswire
Tickers
IBRX
Replimune Receives Complete Response Letter from the FDA for RP1 Biologics License Application for the Treatment of Advanced Melanoma
April 10, 2026
From
Replimune, Inc.
Via
GlobeNewswire
Tickers
REPL
TC Energy to host first quarter 2026 conference call on May 1 and hold annual meeting of common shareholders on May 7
April 10, 2026
From
TC Energy Corporation
Via
GlobeNewswire
Tickers
TRP
TSX:TRP
Kinross recommends shareholders reject TRC Capital Investment’s below-market “mini-tender” offer for common shares
April 10, 2026
From
Kinross Gold Corporation
Via
GlobeNewswire
Tickers
KGC
TSX:K
UPDATE -- Aeroméxico Announces Webcast of First Quarter 2026 Financial Results
April 10, 2026
From
Grupo Aeroméxico, S.A.B. de C.V.
Via
GlobeNewswire
Tickers
AERO
GSIT Investor News: If You Have Suffered Losses in GSI Technology Inc. (NASDAQ: GSIT), You Are Encouraged to Contact The Rosen Law Firm About Your Rights
April 10, 2026
From
The Rosen Law Firm PA
Via
GlobeNewswire
Tickers
GSIT
ROSEN, A TRUSTED AND LEADING LAW FIRM, Encourages Driven Brands Holdings Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – DRVN
April 10, 2026
From
The Rosen Law Firm PA
Via
GlobeNewswire
Tickers
DRVN
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
April 10, 2026
From
Vera Therapeutics
Via
GlobeNewswire
Tickers
VERA
Hub Group (NASDAQ: HUBG) Investigated for Potential Federal Securities Laws Violations – Lowey Dannenberg, P.C.
April 10, 2026
From
Lowey Dannenberg, P.C.
Via
GlobeNewswire
Tickers
HUBG
Artisan Partners Asset Management Inc. Reports March 2026 Assets Under Management
April 10, 2026
From
Artisan Partners Asset Management Inc.
Via
GlobeNewswire
Tickers
APAM
Coca-Cola Consolidated, Inc. Announces Second Quarter Dividend
April 10, 2026
From
Coca-Cola Consolidated, Inc.
Via
GlobeNewswire
Tickers
COKE
Proficient Auto Logistics Sets Date to Report First Quarter 2026 Financial Results
April 10, 2026
From
Proficient Auto Logistics, Inc.
Via
GlobeNewswire
Tickers
PAL
Main Street Financial Services Corp. Declares Quarterly Dividend
April 10, 2026
From
Main Street Financial Services Corp.
Via
GlobeNewswire
Tickers
MSWV
Spyre Therapeutics to Host Conference Call to Report SPY001 Part A Induction Topline Results from SKYLINE Trial in Moderate-to-Severe Ulcerative Colitis Patients on April 13, 2026
April 10, 2026
From
Spyre Therapeutics, Inc.
Via
GlobeNewswire
Tickers
SYRE
Robin Energy Ltd. Announces Availability of its 2025 Annual Report on Form 20-F
April 10, 2026
From
Robin Energy Ltd.
Via
GlobeNewswire
Tickers
RBNE
Allogene Therapeutics to Announce Interim Futility Analysis Data from its Pivotal Phase 2 ALPHA3 Trial with Cemacabtagene Ansegedleucel (Cema-Cel) in First-Line Consolidation LBCL on Monday, April 13, 2026
April 10, 2026
From
Allogene Therapeutics, Inc.
Via
GlobeNewswire
Tickers
ALLO
Remitly Appoints Technology Veteran Adam Messinger to its Board of Directors
April 10, 2026
From
Remitly, Inc.
Via
GlobeNewswire
Tickers
RELY
ADMA Biologics (NASDAQ: ADMA) Investigated for Potential Federal Securities Laws Violations – Lowey Dannenberg, P.C.
April 10, 2026
From
Lowey Dannenberg, P.C.
Via
GlobeNewswire
Tickers
ADMA
NUAI Investors Have Opportunity to Lead New Era Energy & Digital, Inc. Securities Fraud Lawsuit with the Schall Law Firm
April 10, 2026
From
Schall Law
Via
GlobeNewswire
Tickers
NUAI
GOSS Investors Have Opportunity to Lead Gossamer Bio, Inc. Securities Fraud Lawsuit with the Schall Law Firm
April 10, 2026
From
Schall Law
Via
GlobeNewswire
Tickers
GOSS
< 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.