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 D S Simon
< Previous
1
2
3
4
5
6
7
Next >
Why Seniors Must Speak Up About Mental Health: Patient and Clinician Share Insights on YourUpdateTV
September 22, 2025
From
D S Simon
Via
GlobeNewswire
Dr. Asaf Dagan with PetPace Discusses the New PetPace V3.0 Smart Collar for Dogs and Cats with YourUpdateTV
September 17, 2025
From
D S Simon
Via
GlobeNewswire
Expert with Bayer Discusses the U.S. Launch of Aspirina Families with YourUpdateTV
September 16, 2025
From
D S Simon
Via
GlobeNewswire
Learn more about “The Keys: A Guide to Digital Safety,” Snapchat’s New Online Safety Course for Teens and Families on YourUpdateTV
September 16, 2025
From
D S Simon
Via
GlobeNewswire
Dr. Robert Negrin Discusses the Far-Reaching Impact of Medical Research Cuts with YourUpdateTV
September 16, 2025
From
D S Simon
Via
GlobeNewswire
From tailgating to home-gating, former All-American linebacker Shaquem Griffin shares game day hosting tips on YourUpdateTV
September 10, 2025
From
D S Simon
Via
GlobeNewswire
Mike Bako Spotlights Famous Footwear as the Back-to-School Destination on YourUpdateTV
September 04, 2025
From
D S Simon
Via
GlobeNewswire
U.S. Army Chaplain Discusses the Rise of Spirituality Among Today’s Youth with YourUpdateTV
August 28, 2025
From
D S Simon
Via
GlobeNewswire
Lifestyle Expert Anna De Souza Shares Stress-Free Tips for Last-Minute Back-to-School Shopping on YourUpdateTV
August 25, 2025
From
D S Simon
Via
GlobeNewswire
YourUpdateTV speaks with Meaghan B. Murphy
August 25, 2025
From
D S Simon
Via
GlobeNewswire
Neonatal and Pediatric Hospitalist Dr. Gabriella Dauer Shares Her Top Tips for Beating Back-to-School Bugs on YourUpdateTV
August 19, 2025
From
D S Simon
Via
GlobeNewswire
‘Kitten Lady’ Hannah Shaw Teams with Hill’s Pet Nutrition to Discuss Clear The Shelters 2025 with YourUpdateTV
August 19, 2025
From
D S Simon
Via
GlobeNewswire
Marisa Brahney discusses Mom-Approved Back-to-School Survival Tips with YourUpdateTV
August 15, 2025
From
D S Simon
Via
GlobeNewswire
Global Head Coach of Nike Running Shares Expert Tips with YourUpdateTV
August 07, 2025
From
D S Simon
Via
GlobeNewswire
Lifestyle Expert Christine Bibbo Herr Shares Her Top Picks for a Great Summer on YourUpdateTV
July 31, 2025
From
D S Simon
Via
GlobeNewswire
Optometrist Dr. Selina McGee Highlights the Dry Eye Epidemic and New Skincare Solutions with YourUpdateTV
July 30, 2025
From
D S Simon
Via
GlobeNewswire
U.S. Army Emergency Preparedness Expert Shares Tips for the 2025 Hurricane Season with YourUpdateTV
July 29, 2025
From
D S Simon
Via
GlobeNewswire
Fashion Expert Melissa Garcia Discusses A+ Back-to-School Style with YourUpdateTV
July 28, 2025
From
D S Simon
Via
GlobeNewswire
YourUpdateTV Speaks with Fashion Expert Cate Sheehy: The Ultimate Wedding Season Style Guide: Trendy and Affordable Fashion Finds for Every Wedding Moment
July 23, 2025
From
D S Simon
Via
GlobeNewswire
Paralyzed Veterans of America Discusses 35th Anniversary of Americans with Disabilities Act (ADA) with YourUpdateTV
July 23, 2025
From
D S Simon
Via
GlobeNewswire
Whataburger’s Stephanie Hill Highlights Delicious and Affordable Summer Meals with YourUpdateTV
July 11, 2025
From
D S Simon
Via
GlobeNewswire
Tech-Enhanced Wellness Finds That Help You Recharge on YourUpdateTV
July 09, 2025
From
D S Simon
Via
GlobeNewswire
U.S. Chamber of Commerce Discusses How Tariffs Will Raise the Cost of Summer Fun with YourUpdateTV
July 07, 2025
From
D S Simon
Via
GlobeNewswire
Lifestyle Expert Meaghan Murphy Shares Her Favorite Wellness Tech for Summer Recovery with YourUpdateTV
July 07, 2025
From
D S Simon
Via
GlobeNewswire
Beyond Finance’s Financial Wellness Therapist Discusses the Impact of Financial Stress on YourUpdateTV
July 03, 2025
From
D S Simon
Via
GlobeNewswire
Tech Expert Stephanie Humphrey Shares Her Top Picks for a Smarter, Simpler Summer with YourUpdateTV
July 01, 2025
From
D S Simon
Via
GlobeNewswire
Robbie Orvis of Energy Innovation Discusses Rising Energy Costs Could Hit Home Harder Than Expected with YourUpdateTV
June 30, 2025
From
D S Simon
Via
GlobeNewswire
Actress Dawn Olivieri Shares Her Arkansas Story on YourUpdateTV
June 25, 2025
From
D S Simon
Via
GlobeNewswire
KOA Celebrates National Camping Month and Discusses Outdoor Summer Trends with YourUpdateTV
June 17, 2025
From
D S Simon
Via
GlobeNewswire
Lifestyle Expert Meaghan Murphy Shares Her Top Tips for Summer Fun with YourUpdateTV
June 17, 2025
From
D S Simon
Via
GlobeNewswire
< Previous
1
2
3
4
5
6
7
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.