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 Investor's Business Daily
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Shopify Builds Momentum In Agentic AI Shopping At NRF 2026
↗
January 11, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Tickers
SHOP
Google, Shopify Lead Big 2025 Winners Near New Buy Points
↗
January 10, 2026
Via
Investor's Business Daily
Tickers
GOOG
GOOGL
SHOP
These Stocks Rally As Trump Targets Lower Mortgage Rates
↗
January 09, 2026
Via
Investor's Business Daily
Topics
Bonds
ETFs
Government
Humanoid Robots Captivate Crowds At CES 2026 Tech Trade Show
↗
January 09, 2026
Via
Investor's Business Daily
Tickers
NVDA
Stock Market Rallies Broadly To Highs; Nvidia, AMD, Bloom Energy In Focus: Weekly Review
↗
January 09, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Stocks
Tickers
AMD
BE
NVDA
CES 2026 Show Is Flush With Toilet Tech
↗
January 09, 2026
Via
Investor's Business Daily
Wearable AI Gadgets Could Be Next Big Thing
↗
January 09, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Tickers
LNVGY
MSI
Airline Set For Breakout, Receives Double Upgrade. Delta Earnings On Deck.
↗
January 09, 2026
Via
Investor's Business Daily
Tickers
JPM
LUV
Jobs Report, Trump Tariff Ruling May Whipsaw Markets (Live Coverage)
↗
January 09, 2026
Via
Investor's Business Daily
Topics
Economy
Government
Stocks
Meta Sends These Nuclear Stocks Higher After Inking New Round Of Data Center Deals
↗
January 09, 2026
Via
Investor's Business Daily
Topics
Energy
Stocks
Keep Your Dreams Alive Even If Others Try To Stomp On Them
↗
January 09, 2026
Via
Investor's Business Daily
Why Howmet Stock Could Ride This Sector's Big Boost
↗
January 08, 2026
Via
Investor's Business Daily
Largest Real Estate Names Spike On Merger Talk As Trump Rattles Market
↗
January 08, 2026
Via
Investor's Business Daily
Topics
Government
Supreme Court's Trump Tariffs Ruling May Roil Big Spending Plans
↗
January 08, 2026
Via
Investor's Business Daily
Topics
Economy
Government
World Trade
Alibaba Stock Jumps To Retake Key Level. Here's What To Know.
↗
January 08, 2026
Via
Investor's Business Daily
Tickers
BABA
NVDA
Archer Aviation To Outfit Air Taxis With Nvidia's AI Tech, Stock Jumps
↗
January 08, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Tickers
NVDA
Surprise Names Lead Defense Charge, Outpacing Legacy Contractors
↗
January 08, 2026
Via
Investor's Business Daily
Topics
Government
Caterpillar Bringing AI Smarts, Autonomy To Construction Sites
↗
January 08, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Tickers
CAT
NVDA
TSLA
CrowdStrike To Acquire Identity Security Firm Amid Cybersecurity Platform Race
↗
January 08, 2026
Via
Investor's Business Daily
Topics
Hacking
Telecom Stocks 2026: As Wireless Price War Fears Grow, Is AT&T, T-Mobile Or Verizon The Best Buy?
↗
January 08, 2026
Via
Investor's Business Daily
Tickers
T
TMUS
VZ
MoonLake Catapults On FDA Deal For Its Down-And-Out Skin Disease Drug
↗
January 08, 2026
Via
Investor's Business Daily
Data Center Demand Points This Stock Toward A Buy Point After Major Project Approval
↗
January 08, 2026
Via
Investor's Business Daily
Topics
Supply Chain
Tickers
BE
Defense Stocks Whipsaw As Trump Pushes 50% Hike To Military Budget
↗
January 08, 2026
Via
Investor's Business Daily
Topics
Government
Tickers
LMT
Meta's $2 Billion Manus AI Acquisition Will Face Scrutiny From China
↗
January 08, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Tesla 'Faces Increased Competition' In Autonomy Race With Nvidia Entering Market
↗
January 08, 2026
Via
Investor's Business Daily
Tickers
MS
NVDA
TSLA
Biotech Stocks' Dark Winter Is Over. What That Means For Investors.
↗
January 08, 2026
Via
Investor's Business Daily
Topics
Government
Kilian Jornet Pushes Himself To The Limit — And Beyond
↗
January 08, 2026
Via
Investor's Business Daily
Eli Lilly Confirms Plan To Buy Ventyx Biosciences In $1.2 Billion Deal
↗
January 07, 2026
Via
Investor's Business Daily
Tickers
LLY
Trump Says He's Halting Dividends, Buybacks For Defense Companies
↗
January 07, 2026
Via
Investor's Business Daily
Topics
Government
Why Nvidia's Robotaxi Offensive Could Be Good News For Uber
↗
January 07, 2026
Via
Investor's Business Daily
Tickers
NVDA
UBER
< 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.