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 Chase
Chase Opens New Sapphire Lounge by The Club at Harry Reid International Airport in Las Vegas
December 02, 2025
From
Chase
Via
Business Wire
Tickers
JPM
Chase Supports Customers with Transition to Direct Deposit for Government Payments
August 27, 2025
From
Chase
Via
Business Wire
Tickers
JPM
Independent Restaurant Coalition and Chase Launch New Multi-Year Partnership and Announce $4 Million in Grants to Restaurants
July 30, 2025
From
Chase
Via
Business Wire
Tickers
JPM
Chase and Southwest Airlines® Introduce New Benefits on Southwest Rapid Rewards® Credit Cards
July 24, 2025
From
Chase
Via
Business Wire
Tickers
JPM
The Most Rewarding Cards Are Here: The New Chase Sapphire Reserve and Introducing Chase Sapphire Reserve for Business
June 23, 2025
From
Chase
Via
Business Wire
Tickers
JPM
Chase Opens Latest Sapphire Lounge by The Club Location at Philadelphia International Airport
February 19, 2025
From
Chase
Via
Business Wire
Tickers
JPM
A Trip of a Lifetime – Chase Travel to Give Away 10 Million Points in Celebration of 25 Trips to Take In 2025
December 03, 2024
From
Chase
Via
Business Wire
Tickers
JPM
Chase Sapphire Lounge by The Club Expands Airport Lounges to Phoenix, San Diego and Beyond
November 12, 2024
From
Chase
Via
Business Wire
Tickers
JPM
Marriott Bonvoy Bold® Credit Card from Chase Launches the Bold Chat Court Contest, Empowering Travelers to Take Their Trips Out of the Group Chat
September 26, 2024
From
Chase
Via
Business Wire
Tickers
JPM
Chase and Marriott Bonvoy® Introduce the Newly Enhanced Marriott Bonvoy Bold® Credit Card
July 11, 2024
From
Chase
Via
Business Wire
Tickers
JPM
Chase Launches Chase Media Solutions, a New Digital Media Business, Connecting 80 Million U.S. Consumers with the Brands They Love
April 03, 2024
From
Chase
Via
Business Wire
Tickers
JPM
Chase Travel Previews Enhanced Luxury Hotel Program - The Edit by Chase Travel℠ - Launching in 2024 for Chase Sapphire Reserve® Cardmembers
December 05, 2023
From
Chase
Via
Business Wire
Tickers
JPM
Chase Travel Welcomes Four Seasons Hotels and Resorts into its Luxury Hotel & Resort Collection to Enhance Travel Experiences for Chase Sapphire Reserve® Cardmembers
October 17, 2023
From
Chase
Via
Business Wire
Tickers
JPM
The Infatuation’s EEEEEATSCON New York Presented by Chase Sapphire® Returns to Forest Hills Stadium, October 7 & 8
August 10, 2023
From
Chase
Via
Business Wire
Tickers
JPM
Chase Freedom® Launches New Credit Card, Freedom Rise Available in Branches
June 12, 2023
From
Chase
Via
Business Wire
Tickers
JPM
Chase and Amazon Announce New Benefits and Features on the Amazon Visa Card Portfolio
May 01, 2023
From
Chase
Via
Business Wire
Tickers
JPM
Everyday Spending Made More Rewarding: Chase, DoorDash and Mastercard Launch First-Ever DoorDash Rewards Mastercard®
March 01, 2023
From
Chase
Via
Business Wire
Tickers
JPM
The United Family of Cards from Chase Announces the “Jet Set & Reset” Sweepstakes in Celebration of National Lose the Jet Lag Day on January 17
January 17, 2023
From
Chase
Via
Business Wire
Tickers
JPM
Chase Freedom® Announces Q1 2023 Quarterly Categories – Grocery Stores, Fitness Club & Gym Memberships and Target
December 15, 2022
From
Chase
Via
Business Wire
Tickers
JPM
Disney, Chase and Visa Announce Multi-Year Extension of Disney® Visa® Card Programs
October 20, 2022
From
Chase
Via
Business Wire
Tickers
JPM
Chase Ink Business Premier® Credit Card Launches in Digital & Retail Channels with the Most Cash Back in Market for All Large Purchases1
October 07, 2022
From
Chase
Via
Business Wire
Tickers
JPM
Chase, DoorDash and Mastercard Announce Partnership to Launch Credit Card
September 27, 2022
From
Chase
Via
Business Wire
Tickers
JPM
Chase and Marriott Bonvoy® Launch Boundless Bucket List Contest To Turn Travel Dreams into Reality
September 08, 2022
From
Chase
Via
Business Wire
Tickers
JPM
Instacart and Chase Launch New Instacart Mastercard® Credit Card Unlocking New Rewards and Unlimited Earnings from Hundreds of Retailers
July 22, 2022
From
Chase
Via
Business Wire
Tickers
JPM
New Chase Website Plugs Consumers into Electric Vehicle Tools and Resources
July 06, 2022
From
Chase
Via
Business Wire
Tickers
JPM
Chase Freedom® Announces Gas Stations, Car Rental Agencies, Movie Theaters and Select Live Entertainment as Q3 2022 Quarterly Categories
June 15, 2022
From
Chase
Via
Business Wire
Tickers
JPM
Chase Reaches Multi-Year Co-Brand Card Extension with Amazon for the Amazon Prime Rewards Visa Signature Credit Card
March 31, 2022
From
Chase
Via
Business Wire
Tickers
JPM
Chase and IHG® Hotels & Resorts Launch New Business Mastercard and Enhanced Benefits Across the Chase IHG® Rewards Consumer Mastercard Portfolio
March 24, 2022
From
Chase
Via
Business Wire
Tickers
JPM
Chase Freedom® Announces Amazon and Select Streaming Services as Quarterly Categories in Q2 2022
March 15, 2022
From
Chase
Via
Business Wire
Tickers
JPM
Chase and Marriott Bonvoy® Announce Enhanced Benefits to Marriott Bonvoy Boundless® Credit Card
February 10, 2022
From
Chase
Via
Business Wire
Tickers
JPM
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.