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 FreeWheel
Lionsgate Partners Exclusively with FreeWheel to Give Ad Buyers Direct Access to Its Premium FAST Inventory
December 18, 2025
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
LION
Untapped Growth and FreeWheel Team Up to Give Indie and Mid-Market Advertisers Access to Premium CTV Inventory
December 03, 2025
From
FreeWheel
Via
Business Wire
FreeWheel Unlocks Precision Political Targeting on Streaming with First-of-its-Kind Data Partnerships
November 19, 2025
From
FreeWheel
Via
Business Wire
FanServ Launches Stadium Platform to Streamline and Scale Regional Sports Advertising, Taps FreeWheel to Power the Groundbreaking Solution
November 13, 2025
From
FreeWheel
Via
Business Wire
Roku Now Incorporated into the FreeWheel Streaming Hub, Deepening Strategic Partnership to Power the Premium CTV Ecosystem
October 07, 2025
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FreeWheel Expands Premium CTV Marketplace Through Enhanced Partnerships
June 11, 2025
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
Scripps Partners With Freewheel to Accelerate Advertiser Investment Across Women's Sports and Live Events Including the WNBA and NWSL
May 15, 2025
From
FreeWheel
Via
Business Wire
FreeWheel Introduces New Tools to Simplify Streaming Advertising for Brands and Publishers
April 29, 2025
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
A+E Global Media Selects FreeWheel to Power Advertising Evolution on Heels of Its Strategic Expansion Announced at Upfronts
March 20, 2025
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FreeWheel’s Strata Platform and VideoAmp Announce Measurement and Currency Integration to Elevate Attribution Capabilities
March 05, 2025
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
Roku and FreeWheel Announce New Programmatic Partnership
December 12, 2024
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FreeWheel Launches First of its Kind Contextual Marketplace, Informed by Research from the FreeWheel Viewer Experience Lab’s New Report, which Found Viewers are 2X More Engaged When Ads are Relevant
December 05, 2024
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
New Global Research Defines Four Key Components of Premium Multiscreen TV Content
September 24, 2024
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FreeWheel and NBCU’s Programmatic Partnership For Paris 2024 Summer Olympics and Paralympics Contributes to Record-Breaking Streaming Event for Advertisers
September 12, 2024
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FreeWheel Selects Samba TV as Premier ACR Partner to Help Advertisers Target Audiences in Real-Time Across Linear, Streaming, and On Demand Content
September 11, 2024
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FreeWheel Names Industry Veteran Kris Magel as New Head of Global Agency Partnerships
August 22, 2024
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
DSPolitical and Beeswax Announce First-to-Market Partnership to Revolutionize Voter Targeting Through Advanced CTV Technology
August 21, 2024
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FreeWheel Launches New Solutions for Advertisers to Leverage CTV as a Performance Marketing Vehicle
August 13, 2024
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FreeWheel Unveils New Suite of Live Product Capabilities to Better Enable Programmatic Transactions Across Largest, Most Prestigious Live Events on Streaming Platforms—Including the Olympic Games Paris 2024
June 18, 2024
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
Fox Corporation and FreeWheel Announce Expanded Partnership to Introduce Dynamic Ad Insertion for College Football on FOX and Proprietary AdRise Integration
June 12, 2024
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FOX
FOXA
New Research from FreeWheel’s Viewer Experience Lab and MediaScience Reveals that TV and Streaming Ads Do Not Harm Program Enjoyment for Viewers, But Bad Ad Experiences Do
May 29, 2024
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
New FreeWheel Report Reveals 24% Growth in CTV Programmatic Impressions from Independent Agencies, as Advertisers of All Sizes Take on Programmatic Activation
May 16, 2024
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FreeWheel Introduces Programmatic Ad Buying to the 2024 Upfronts with Industry-First, Allocation Module Solution
February 29, 2024
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FreeWheel Introduces The Beeswax Inventory Desk
February 09, 2024
From
FreeWheel
Via
Business Wire
New Research from FreeWheel’s Viewer Experience Lab and MediaScience Reveals Actionable Insights for Optimizing Viewer Experience and Brand Impact
January 10, 2024
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FreeWheel and OrkaTV Introduce a New Industry Solution for Advertisers to Reach Target Audiences on FAST Channels
November 30, 2023
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
The FreeWheel Council for Premium Video and the Video Advertising Bureau Introduce New Checklist for Buying Premium TV Advertising in a Multiscreen World
November 15, 2023
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FreeWheel Introduces New Solution to Enable Publishers to Unlock Faster Audience Activation Across Screens
November 08, 2023
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FreeWheel Launches The Viewer Experience Lab in Partnership with MediaScience to Help the TV Industry Improve the Ad Environment for Users Across All Video Platforms
June 21, 2023
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
FreeWheel Appoints David Dworin Chief Product Officer and Quentin SaLay Head of Human Resources
February 22, 2023
From
FreeWheel
Via
Business Wire
Tickers
CMCSA
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.