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 Circana
< Previous
1
2
3
4
5
6
7
8
Next >
Circana Research Reveals Consumer Uncertainty and Resilience Shape Food and Beverage Consumption in 2025
September 16, 2025
From
Circana
Via
GlobeNewswire
August Retail Sales Revenue Grew 2% Despite Lacking Consumer Demand, Reports Circana
September 15, 2025
From
Circana
Via
GlobeNewswire
Circana Introduces New Store Audit Solution
September 09, 2025
From
Circana
Via
GlobeNewswire
Value Menus Drive Restaurant Traffic Growth Despite Crowded Market, Circana Reports
September 03, 2025
From
Circana
Via
GlobeNewswire
Circana Completes Acquisition of Nielsen’s Marketing Mix Modeling Business
August 21, 2025
From
Circana
Via
GlobeNewswire
Early Season Results Reveal Shifts in How Consumers Are Shopping for Back-to-School Supplies This Year, Circana Reports
August 21, 2025
From
Circana
Via
GlobeNewswire
US Beauty Industry Grows in the First Half of 2025, Circana Reports
August 19, 2025
From
Circana
Via
GlobeNewswire
Circana Reveals 2025 B2B Tech Channel Performance Award Winners at XChange
August 18, 2025
From
Circana
Via
GlobeNewswire
Circana’s 2025/2026 Food and Beverage Outlook Predicts Slow Growth Amid Shifting Consumer Priorities
August 14, 2025
From
Circana
Via
GlobeNewswire
Female Shoppers Are Slowing Discretionary Purchasing at a Faster Rate Than Men, Reports Circana
August 14, 2025
From
Circana
Via
GlobeNewswire
Auto Maintenance DIY and Deferrals Are Shaping Aftermarket Performance in 2025, Reports Circana
August 12, 2025
From
Circana
Via
GlobeNewswire
Annual Growth of 3% Forecast for B2B Technology Market as Early Gains Cool in Second Half of the Year, Reports Circana
August 05, 2025
From
Circana
Via
GlobeNewswire
US Toy Market is Growing in 2025, Circana Reports
August 05, 2025
From
Circana
Via
GlobeNewswire
The Putter Steps into the Spotlight, Driving Golf Club Sales in 2025, Circana Reports
July 29, 2025
From
Circana
Via
GlobeNewswire
Passion Purchases and Priorities Ruled June Retail Sales and July Promotions, Reports Circana
July 24, 2025
From
Circana
Via
GlobeNewswire
Consumer Technology Growth That Kicked Off 2025 Is Expected to Soften in Second Half of Year, Reports Circana
July 24, 2025
From
Circana
Via
GlobeNewswire
Circana Enhances Complete Market Solution with New Channel Splits for Superior Omnichannel Insights
July 08, 2025
From
Circana
Via
GlobeNewswire
Circana Unveils Three New Solutions to Navigate Economic Shifts and Consumer Trends
June 18, 2025
From
Circana
Via
GlobeNewswire
Consumers Are Prioritizing the Essentials, as Well as Products That Bring Joy to Cost-Conscious At-Home Living, Reports Circana
July 10, 2025
From
Circana
Via
GlobeNewswire
Circana’s 2024 New Product Pacesetters Report Highlights Continued CPG Commitment to Innovation and Consumer Connections
June 17, 2025
From
Circana
Via
GlobeNewswire
Circana Partners with TikTok
June 16, 2025
From
Circana
Via
GlobeNewswire
May Retail Sales Showcase Consumers Making Trade-offs Amid Uncertainty, Reports Circana
June 12, 2025
From
Circana
Via
GlobeNewswire
Circana Finds Restaurant Loyalty Members Visit 20 Brands Annually, Same as Nonmembers
June 12, 2025
From
Circana
Via
GlobeNewswire
Circana Aggregated Retailer Data Integrated in the LiveRamp Clean Room, Accelerating Advertiser Ability to Boost Performance Outcomes
June 10, 2025
From
Circana
Via
GlobeNewswire
Another Year of Romance, with a Dark Twist, Circana BookScan Reports
June 06, 2025
From
Circana
Via
GlobeNewswire
New Circana Report Reveals Regional Differences and Universal Drivers Reshaping the Global Snackscape
June 04, 2025
From
Circana
Via
GlobeNewswire
Toy Industry US Sales Grow in Early 2025, Circana Reports
June 03, 2025
From
Circana
Via
GlobeNewswire
Circana Completes Acquisition of NCSolutions
June 02, 2025
From
Circana
Via
GlobeNewswire
U.S. Positioned for Additional Growth as Sustainability-Marketed Products Flourish in Europe
May 27, 2025
From
Circana
Via
GlobeNewswire
Mass Beauty US Sales Growth Outperforms in Q1, as Prestige Remains Flat, Circana Reports
May 19, 2025
From
Circana
Via
GlobeNewswire
< Previous
1
2
3
4
5
6
7
8
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.