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 Asset Entities Inc.
Asset Entities’ Shareholders Approve Merger with Strive
September 09, 2025
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Strive Asset Management and Asset Entities (Nasdaq: ASST) Announce $750M Private Investment to Fund First Wave of Bitcoin Accumulation
May 27, 2025
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities to Merge with Strive Asset Management to Form the First Publicly Traded Asset Management Bitcoin Treasury Company
May 07, 2025
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Inc. Regains Compliance with Nasdaq Listing Rule 5550(b)(1)
February 19, 2025
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Passes Milestone of 9,000 Members on its TikTok Shop Creator Discord Community
January 29, 2025
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
TikTok Approves Asset Entities as an Official TikTok Shop Partner
December 11, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Acquires 50% Ownership of Film, TV, Streaming, and Media Rights to Music Icon Jeff Blue’s Linkin Park Story, One Step Closer: From Xero to #1: Becoming Linkin Park
November 26, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Acquires TikTok Money Machine Community Entering the New Multi-Billion TikTok Creator and Seller Market
November 25, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Signs Agreement with Netflix Star Jas Leverette to Build Digital Dog Training Community
November 21, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Gross Revenues Increase 237% for the period ending September 30, 2024
November 15, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Inc. is Pleased to Announce that it has Received an Extension from Nasdaq to Regain Compliance with Nasdaq Listing Rule 5550(b)
October 22, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Signs Macy Gray, Multi-Platinum, Grammy Award Winning Artist, to Design, Develop, and Manage Her Music and Entertainment Discord Community
October 14, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Signs Pivotal Agreement to Build What Could Become The World’s Largest Digital Fitness Community
October 09, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Announces New Episode with Miami Hurricanes Michael “The Playmaker” Irvin and Sandy “The Hammer” Jack on “The Lounge” Podcast
October 08, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Enters Into Agreement With Hollywood Talent Identifier, Maxx Talent Awards
October 03, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Completes $3 Million Series A Convertible Preferred Stock Transaction Receiving Additional Gross Proceeds of $1.5 Million
July 30, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Inc. Regains Compliance with Nasdaq
July 29, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Inc. Announces Reverse Stock Split to Regain Compliance with Nasdaq’s Minimum Bid Price
June 28, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Golf Consultant and Shareholder Bryson DeChambeau Wins U.S. Open
June 25, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
UPDATE – Asset Entities Inc. Completes Strategic Acquisition of the Assets of TommyBoyTV
June 24, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Inc. Completes Strategic Acquisition of the Assets of TommyBoyTV
June 24, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Announces Third Episode of “The Lounge” Podcast With Two-time NFL Superbowl Champion Ray Crockett
May 23, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Announces Second Episode of "The Lounge" Podcast with Music Industry Legend Jeff Blue
April 19, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Announces Filing of S-3 Shelf Registration Statement
April 16, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities, Inc. Appoints Derya Kurt as Senior Advisor
April 11, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Inc. to Attend Stripe Sessions 2024 April 23rd-25th, in San Francisco
April 04, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Inc. Enters Into Agreement with Zendrop, the “#1 High Margin Dropshipping App”
March 21, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Inc. to Attend Game Developers Conference March 18th-22nd, in San Francisco, where Discord will be Presenting
March 15, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Launches YouTube Channel “The Lounge” Podcast with Former NFL Superstar Michael Irvin as Inaugural Guest
March 11, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
Asset Entities Inc. Launches Cutting Edge, Next Generation (V2) of its Stripe-Verified Ternary Digital Community Payment Processing Platform
February 21, 2024
From
Asset Entities Inc.
Via
GlobeNewswire
Tickers
ASST
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.