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 >
Apple To Hold Product Event On March 4. Cheaper iPhone Seen But No AI Siri
↗
February 16, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Stocks
Tickers
AAPL
Inspirational Quotes: Wilma Rudolph, Jim Collins And Others
↗
February 16, 2026
Via
Investor's Business Daily
Boeing Holds In Buy Zone, Leads 5 Stocks To Watch In Short Trading Week
↗
February 14, 2026
Via
Investor's Business Daily
Topics
Stocks
Tickers
BA
Walmart Stock Delivers Returns By Riding Change. This Investor Explains How.
↗
February 13, 2026
Via
Investor's Business Daily
Tickers
WMT
Auto Parts Suppliers Rise Thanks To Easing Tariff Headwinds
↗
February 13, 2026
Via
Investor's Business Daily
Topics
Earnings
Supply Chain
World Trade
Largest-Capitalized IPO Of 2026 Approaches Buy Point
↗
February 13, 2026
Via
Investor's Business Daily
Topics
Initial Public Offering
Stock Market Holidays: Trump's Plan For The Presidents Day Break
↗
February 13, 2026
Via
Investor's Business Daily
Topics
Bonds
Economy
Government
AMD Taking PC, Server Market Share From Intel
↗
February 13, 2026
Via
Investor's Business Daily
Tickers
AMD
INTC
Fintech Postpones IPO As Software Sell-Off Spooks Investors
↗
February 13, 2026
Via
Investor's Business Daily
Topics
Initial Public Offering
GE Aerospace Partner Safran Rises On Rosy Guidance For 2026 And Beyond
↗
February 13, 2026
Via
Investor's Business Daily
Stock Market Breaks Key Levels Amid AI Disruption Fears; Cisco, AppLovin, Arista, Vertiv In Focus: Weekly Review
↗
February 13, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
ETFs
Stocks
Tickers
CSCO
Taiwan Semiconductor Manufacturing Scores Fresh Buy Rating
↗
February 13, 2026
Via
Investor's Business Daily
Bitcoin Price Crash Rattles Trump's Crypto Progress. Here's The Upshot For Investors.
↗
February 13, 2026
Via
Investor's Business Daily
Topics
Government
Moderna Pops On Fourth-Quarter Report, But Can It Overcome Recent FDA Setbacks?
↗
February 13, 2026
Via
Investor's Business Daily
DraftKings Tanks On Q4 Results; Cathie Wood Unloads More Shares
↗
February 13, 2026
Via
Investor's Business Daily
Trump Could Reduce Steel And Aluminum Tariffs And These Stocks Are Responding
↗
February 13, 2026
Via
Investor's Business Daily
Topics
Government
World Trade
CPI Inflation Data May Lower Fed's Guard (Live Coverage)
↗
February 13, 2026
Via
Investor's Business Daily
Topics
Economy
Government
World Trade
Rivian Surges On Upgrades As Attention Turns To Its New Tesla Model Y Competitor
↗
February 13, 2026
Via
Investor's Business Daily
Tickers
RIVN
TSLA
Create A Winning Culture And Watch Profits Roll In
↗
February 13, 2026
Via
Investor's Business Daily
NetScout Systems Stock Gets Relative Strength Rating Lift
↗
February 13, 2026
Via
Investor's Business Daily
TJX Cos Stock Gets Relative Strength Rating Lift
↗
February 13, 2026
Via
Investor's Business Daily
Twilio Earnings Top Estimates But Software Stock Falls
↗
February 12, 2026
Via
Investor's Business Daily
Tickers
TWLO
Roku Stock Jumps On Lights-Out Fourth-Quarter Earnings
↗
February 12, 2026
Via
Investor's Business Daily
Tickers
ROKU
One Shoe Stock Soars Past Buy Point, Another Trips After Holiday-Season Results
↗
February 12, 2026
Via
Investor's Business Daily
Arista Earnings Top Estimates, Revenue Outlook Above Views
↗
February 12, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Applied Materials Trounces Expectations With Big Quarterly Beat
↗
February 12, 2026
Via
Investor's Business Daily
Tickers
AMAT
Airbnb, Expedia To Report Earnings After AI Fears Sparked Sell-Off
↗
February 12, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Tickers
EXPE
U.S. Tariffs Killed Car Plants In Mexico. Chinese Companies Swoop In.
↗
February 12, 2026
Via
Investor's Business Daily
Topics
Government
Hopes Fade For Early 2026 Apple Siri Release. Apple Stock Drops.
↗
February 12, 2026
Via
Investor's Business Daily
Tickers
AAPL
Coinbase Hit With Double Downgrade Ahead Of Tough Earnings Test
↗
February 12, 2026
Via
Investor's Business Daily
Tickers
COIN
< 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.