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 MarketBeat
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
GM, TRV & ASML: 3 Industry Giants Boosting Buybacks in 2026
↗
February 05, 2026
Via
MarketBeat
Tickers
ASML
GM
TRV
Can Waystar Still Stand Up to Rising Competition?
↗
February 04, 2026
Via
MarketBeat
Tickers
DOCS
PHR
WAY
Is Chipotle’s 2026 Playbook the Secret Sauce for a Reversal?
↗
February 04, 2026
Via
MarketBeat
Tickers
CMG
Palantir and Woodward Jumped on Earnings Beats—Here Are 3 More Setups to Watch
↗
February 04, 2026
Via
MarketBeat
Tickers
EME
NVDA
PLTR
SMCI
VRT
WWD
SMCI Soars Post-Earnings: Head Fake, Or Sign of True Recovery?
↗
February 04, 2026
Via
MarketBeat
Tickers
AMD
NVDA
SMCI
T-Mobile: The Buyback King’s Safe Haven Strategy
↗
February 04, 2026
Via
MarketBeat
Tickers
TMUS
Caterpillar Is Riding the Data Center Boom—But Is It Too Expensive Now?
↗
February 04, 2026
Via
MarketBeat
Tickers
CAT
The Memory Supercycle Is Here—2 Winners From 1 Breakup
↗
February 04, 2026
Via
MarketBeat
Tickers
SNDK
WDC
2 REITs That Look Attractive in a Stable Rate Environment
↗
February 04, 2026
Via
MarketBeat
Tickers
DOC
SPG
Why NXP Semiconductors’ Post-Earnings Dip Could Be a Buying Window
↗
February 04, 2026
Via
MarketBeat
Tickers
ASML
NXPI
STM
TXN
Amphenol Stock Dropped 17% After Earnings: Opportunity or Trap?
↗
February 04, 2026
Via
MarketBeat
Tickers
APH
COMM
AMD’s Post-Earnings Dip Looks Like the Buying Window Bulls Wanted
↗
February 04, 2026
Via
MarketBeat
Tickers
AMD
NVDA
ORCL
The Sound of Money: How Spotify Turned Audio Into Profit Power
↗
February 04, 2026
Via
MarketBeat
Tickers
AMZN
DIS
NFLX
SPOT
Teradyne Inc: Sky’s the Limit for This Market, Until It Isn't
↗
February 04, 2026
Via
MarketBeat
Tickers
NVDA
TER
Why Rambus’ Market Reset Might Be the Best News Bulls Get
↗
February 04, 2026
Via
MarketBeat
Tickers
RMBS
Marathon Petroleum Company Is Ready to Sprint Higher
↗
February 03, 2026
Via
MarketBeat
Tickers
MPC
MPLX
The Atomic Pivot: AI’s $50 Billion Power Move
↗
February 03, 2026
Via
MarketBeat
Topics
Artificial Intelligence
Tickers
CCJ
GOOGL
META
NVDA
OKLO
ORCL
The AI in a Box Trade: Hardware Is the Next Boom
↗
February 03, 2026
Via
MarketBeat
Topics
Artificial Intelligence
Tickers
DELL
HPQ
MSFT
SNDK
WDC
BioTech Breakout: MoonLake Up 30% On FDA Wins
↗
February 03, 2026
Via
MarketBeat
Tickers
MLTX
The New Defense Prime: Ondas Buys the Kill Chain
↗
February 03, 2026
Via
MarketBeat
Tickers
ONDS
Tesla P/E Hits 400: 2 Reasons It's Still a Buy, 1 to Avoid
↗
February 03, 2026
Via
MarketBeat
Tickers
TSLA
KLA Sank After Earnings—Then Analysts Started Raising Targets
↗
February 03, 2026
Via
MarketBeat
Tickers
AMAT
ASML
KLAC
LRCX
Palantir’s Perfect 10: Blowout Earnings Spark a New Bull Case
↗
February 03, 2026
Via
MarketBeat
Tickers
META
MSFT
PLTR
Meta Platforms Posted Its Fastest Growth Guide in Years—Now What?
↗
February 03, 2026
Via
MarketBeat
Tickers
META
Revisiting Hertz’s Amazon Partnership 5 Months Later: The Good, the Bad, the Risk
↗
February 03, 2026
Via
MarketBeat
Tickers
AMZN
CVNA
HTZ
TSLA
Snowflake’s $200M Bet: Can The OpenAI Deal Fix the Slump?
↗
February 03, 2026
Via
MarketBeat
Tickers
MSFT
SNOW
From Holding to Hedging: The "Crypto Casino" Trade Is Taking Over
↗
February 03, 2026
Via
MarketBeat
Tickers
COIN
IBIT
Unity’s 25% Drop: Gaming Crisis or Buying Opportunity?
↗
February 03, 2026
Via
MarketBeat
Tickers
GOOGL
RBLX
TTWO
U
Why Tyson Foods Looks Like a Tasty Treat for Income Investors Right Now
↗
February 02, 2026
Via
MarketBeat
Tickers
TSN
Disney’s Q1 2026 Missed Hype, But the Turnaround Builds
↗
February 02, 2026
Via
MarketBeat
Tickers
DIS
< 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.