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 Newsworthy
< Previous
1
2
3
4
5
6
7
8
9
...
38
39
Next >
New Advisory Board Set to Drive 2025 Insights on HR Tech and Integration
October 29, 2024
Via
Newsworthy
Topics
Artificial Intelligence
SUCCESS® Announces Weekly Bestseller Lists for October 25, 2024
October 28, 2024
Via
Newsworthy
Verizon Wireless Awards Contract to Solar Electric Supply, Inc to upgrade 150 Cellular Sites to Solar Power in California and Hawaii
October 25, 2024
Via
Newsworthy
Topics
Emissions
Tickers
VZ
HR.com Launches New Advisory Board to Guide Employee Financial Wellness 2025 Research Study and Virtual Event
October 25, 2024
Via
Newsworthy
Stunning: 87% of small business owners say they’ll consider closing if Harris wins the election.
October 24, 2024
Via
Newsworthy
Topics
Economy
Government
SUCCESS® Announces Weekly Bestseller Lists for Week Ending October 18, 2024
October 24, 2024
Via
Newsworthy
Renowned Worship Leader Victoria Orenze to Headline Kingdom Chamber Gala Honoring Faith-Driven Leaders
October 23, 2024
Via
Newsworthy
Introducing Jazz Cabbage: A Bold New Podcast Exploring The Intersection of Cannabis, Cuisine, and Culture
October 23, 2024
Via
Newsworthy
Topics
Cannabis
Kerrville Economic Development Corporation Announces Katie Milton Jordan as Interim Executive Director
October 22, 2024
Via
Newsworthy
Topics
Artificial Intelligence
Urgent Mismatch Between Retention Priorities and Practices in Organizations - New Study by HR Research Institute
October 22, 2024
Via
Newsworthy
Freely CBD Propolis Throat Spray Sees Record Sales as Fall Travel Season Kicks Off
October 21, 2024
Via
Newsworthy
SUCCESS® Announces Weekly Bestseller Lists for Week Ending October 11, 2024
October 18, 2024
Via
Newsworthy
NewsRamp® Expands Press Release Amplification to Podcasts on 10 Major Platforms Across 38 Categories
October 17, 2024
Via
Newsworthy
Topics
Artificial Intelligence
Tickers
AAPL
Curbio Recognized as a Best Place to Work for Outstanding Work-Life Balance
October 17, 2024
Via
Newsworthy
Lionheart Health Announces Additions to its Board and Leadership Team
October 17, 2024
Via
Newsworthy
Topics
Hacking
Tickers
AGN
Advisory Board Members to Help Guide HR.com's Future of Payroll 2025 Research Study and Virtual Event
October 17, 2024
Via
Newsworthy
Jack Fischer of Intuitive Machines Discusses Texas’ Leadership in Space Innovation
October 16, 2024
Via
Newsworthy
Topics
Economy
Humor Balances Heartbreak and Obsession in 'I Tell Henrietta,' Tina Barry’s Hybrid Collection of Poems and Short Fiction
October 16, 2024
Via
Newsworthy
The Patterson Inn Hosts The Haunted Writer’s Retreat: An Immersive Writing Experience Led by Author and Journalist Josiah Hesse
October 15, 2024
Via
Newsworthy
Topics
Cannabis
KW Offerings Selects Curbio as Its Exclusive Home Improvement Partner for Keller Williams Agents
October 15, 2024
Via
Newsworthy
Episode 1703 - New Screw - No Agenda Hosts Claim: 'We've Got a Lot of Bad Genes in Our Country' - Trump's Words Spark Controversy
October 14, 2024
Via
Newsworthy
Topics
Artificial Intelligence
Climate Change
Government
Talent Plus, Inc. Celebrated as One of the Best Places to Work in Healthcare
October 14, 2024
Via
Newsworthy
Topics
Artificial Intelligence
BEK TV to Broadcast Two Live Debates and One Interview Ahead of Election Day - In Addition, Ballot Measure Debates Available On Demand
October 12, 2024
Via
Newsworthy
Topics
Cannabis
From Garage Startup to Award-Winning Agency: VMG Studios Celebrates 20 Years
October 11, 2024
Via
Newsworthy
Tickers
AMZN
MSFT
SBUX
HR.com Announces 2025 Future of Human Experience Advisory Board to Lead Innovative Research and Virtual Event
October 10, 2024
Via
Newsworthy
Curbio Celebrates Best Place to Work Award for Happiest Employees
October 10, 2024
Via
Newsworthy
Introducing Director's Corner: Powerful Digital Marketing for Funeral Homes and Cemeteries with Engaging Content, Videos and Podcasts
October 09, 2024
Via
Newsworthy
SUCCESS® Announces Weekly Bestseller Lists Across 8 Categories for Week Ending October 4, 2024
October 09, 2024
Via
Newsworthy
Chris Higbee Named CEO of Workplace AI – Leading Innovation in AI-Powered Workplace Solutions
October 09, 2024
Via
Newsworthy
Topics
Artificial Intelligence
Organizations Struggle to Enhance Their Talent Acquisition Function Despite Strategic Importance - New Study by HR Research Institute
October 08, 2024
Via
Newsworthy
< Previous
1
2
3
4
5
6
7
8
9
...
38
39
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.