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 AM Best
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
99
100
Next >
AM Best Affirms Credit Ratings of Swiss Reinsurance Company Ltd and Its Rated Affiliates
October 01, 2025
From
AM Best
Via
Business Wire
AM Best Affirms Credit Ratings of Zurich Insurance Group Ltd and Its Main Rated Subsidiaries
October 01, 2025
From
AM Best
Via
Business Wire
AM Best Affirms Credit Ratings of BIDV Insurance Joint Stock Corporation
October 01, 2025
From
AM Best
Via
Business Wire
AM Best Affirms Credit Ratings of Farmers New World Life Insurance Company and Farmers Reinsurance Company
October 01, 2025
From
AM Best
Via
Business Wire
AM Best to Sponsor and Exhibit at ITC Vegas 2025
October 01, 2025
From
AM Best
Via
Business Wire
AM Best Removes From Under Review With Positive Implications and Upgrades Credit Ratings of Wolverine Insurance Company
September 30, 2025
From
AM Best
Via
Business Wire
AM Best Revises Outlooks to Positive for The Doctors Company, An Interinsurance Exchange and Subsidiaries
September 30, 2025
From
AM Best
Via
Business Wire
Most Popular Best's Review Articles Include ‘Mutual Insurers Dominate Market Share’ and More
September 30, 2025
From
AM Best
Via
Business Wire
AM Best Affirms Credit Ratings of Rembrandt Insurance Company, Ltd.
September 30, 2025
From
AM Best
Via
Business Wire
AM Best to Sponsor and Present Insurance Market Briefing at APCIA Annual Meeting
September 30, 2025
From
AM Best
Via
Business Wire
AM Best Revises Issuer Credit Rating Outlooks to Stable for Members of Grinnell Mutual Group
September 30, 2025
From
AM Best
Via
Business Wire
AM Best Affirms Performance Assessment of First Indemnity Insurance Agency, Inc.
September 29, 2025
From
AM Best
Via
Business Wire
Best’s Commentary: US Government Shutdown May Increase Economic Uncertainty for Insurers
September 29, 2025
From
AM Best
Via
Business Wire
AM Best Named ‘Rating Agency of the Year’ at 2025 Insurance Insider US Honors
September 29, 2025
From
AM Best
Via
Business Wire
AM Best to Attend 2025 Baden-Baden Reinsurance Meeting
September 29, 2025
From
AM Best
Via
Business Wire
AM Best Revises Outlooks to Positive for Universal Insurance Company; Affirms Credit Ratings of Universal Life Insurance Company
September 26, 2025
From
AM Best
Via
Business Wire
AM Best Downgrades Credit Ratings of Nissan Global Reinsurance, Ltd.
September 26, 2025
From
AM Best
Via
Business Wire
AM Best Assigns Credit Ratings to Samsung Property & Casualty Insurance Company (China), Ltd.
September 26, 2025
From
AM Best
Via
Business Wire
AM Best Affirms Credit Ratings of Unum Group and Its Core U.S. Life/Health Subsidiaries
September 26, 2025
From
AM Best
Via
Business Wire
Tickers
UNM
Best's Market Segment Report: MENA Reinsurance Capacity Remains Dynamic and Abundant Despite Testing Conditions
September 26, 2025
From
AM Best
Via
Business Wire
AM Best Comments on Credit Ratings of Maine Employers’ Mutual Insurance Company and Its Subsidiaries Following Announced Acquisition of Dakota Group
September 26, 2025
From
AM Best
Via
Business Wire
AM Best Comments on Credit Ratings of Dakota Truck Underwriters and First Dakota Indemnity Company Following Announced Acquisition by Maine Employers’ Mutual Insurance Company
September 26, 2025
From
AM Best
Via
Business Wire
AM Best Affirms Credit Ratings of Abu Dhabi National Insurance Company P.J.S.C.
September 26, 2025
From
AM Best
Via
Business Wire
Best’s Special Report: First-Half 2025 Net Income in U.S. Life/Annuity Insurance Industry Increases by Nearly 40%
September 26, 2025
From
AM Best
Via
Business Wire
AM Best to Sponsor, Exhibit and Speak at Indonesia Rendez-Vous Conference
September 25, 2025
From
AM Best
Via
Business Wire
AM Best Upgrades Credit Ratings of Regence BlueShield of Idaho, Inc. and Affirms Credit Ratings of Remaining Members of Regence Insurance Companies
September 25, 2025
From
AM Best
Via
Business Wire
Best’s Market Segment Report: Profitable Results for US Property/Casualty Mutuals Owed to Improved Rate Adequacy
September 25, 2025
From
AM Best
Via
Business Wire
AM Best Affirms Credit Ratings for American Family Mutual Insurance Company, S.I., Core Affiliates and American Family Life Insurance Company
September 24, 2025
From
AM Best
Via
Business Wire
AM Best Upgrades Credit Ratings of HAI Group’s Members
September 24, 2025
From
AM Best
Via
Business Wire
AM Best Assigns Issue Credit Rating to American Financial Group, Inc.’s New Senior Unsecured Notes
September 24, 2025
From
AM Best
Via
Business Wire
Tickers
AFG
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
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.