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 Generational Group
< Previous
1
2
3
4
5
6
7
Next >
Generational Group Advises ASC Warehouse in its Sale to Private Investors
March 24, 2025
From
Generational Group
Via
Business Wire
Generational Group Recognized in PitchBook’s Global League Table Awards as Top 10 in the U.S.
March 21, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Integrity Traffic in Its Sale to AWP Safety a Portfolio Company of Kohlberg & Company
March 20, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Althoff Crane Service, Inc. and Buffalo Ridge Transport Inc. in its Sale to Centurion Group, A Portfolio Company of SCF Partners
March 17, 2025
From
Generational Group
Via
Business Wire
CORRECTING and REPLACING Generational Group Advises Hoffman Consultants, LLC in its Sale to an Individual Investor
March 17, 2025
From
Generational Group
Via
Business Wire
Generational Group Announces Sponsorship Deal with PGA TOUR Pro Michael Kim
March 13, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Priority Home Care, LLC in its Sale to Arcus Health Services, LLC
March 11, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Stackpole & Partners, Ltd. in its Sale to Princeton Partners, LLC
March 10, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises SafetyCom, Inc. in its Sale to Mobile Communications America
March 07, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises DJB Systems, Inc. in its Sale to Top Notch Distributors
March 04, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Fort America, Inc. in its Sale to a Private Investor
February 27, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Pesco Clothing, Inc. dba Philip Michael Fashion for Men in its Sale to a Private Investor
February 26, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Northeast MSP (Managed Service Provider) in its Sale to AYCE Capital
February 25, 2025
From
Generational Group
Via
Business Wire
Generational Brand Ambassador Justin Leonard Claims First PGA Tour Champions Win
February 19, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises SPOON Exhibit Services dba SPOON Events (SPOON) in its sale to Catalyst MXE (Catalyst)
February 18, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Walzer Mechanical, LLC dba Lowry Mechanical in its Sale to Sylvester & Cockrum (“S&C”)
February 18, 2025
From
Generational Group
Via
Business Wire
Generational Equity Wins Big at the 16th Annual Americas M&A Atlas Awards
February 17, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises QC Medical Group & Weight Loss Clinic in Its Sale to Edgelake Capital
February 14, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Ray's Tire - Green Bay, Inc. in its sale to Wonderland Tire Co.
February 12, 2025
From
Generational Group
Via
Business Wire
Generational Group Announces Record-Breaking Start to 2025
February 10, 2025
From
Generational Group
Via
Business Wire
Generational Capital Markets Advises Bakers' Signs & Manufacturing in its Sale to Osceola Capital
February 05, 2025
From
Generational Group
Via
Business Wire
Generational Group Sells Ace Controls, LLC to Blackford Capital, LLC
January 29, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Crystal Kitchen & Bath in its sale to Merit Management Group
January 28, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Selecteon Corporation Transitions to an ESOP
January 27, 2025
From
Generational Group
Via
Business Wire
Generational Group Celebrates Its 20th Anniversary
January 24, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Quality Surveillance, Inc. in Its Sale to Accredited Labs
January 23, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Security Fire Systems, Inc. in its Sale to Blackford Capital, LLC
January 22, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Ray Roberts Services, Inc. in Its Sale to an Undisclosed Private Investor
January 14, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Graphic Engravers, Inc. dba GEI Graphics in its sale to Jeff Harper
January 10, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Moving Forward, LLC in Its Sale to WellRive
January 07, 2025
From
Generational Group
Via
Business Wire
< 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.