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
Topics
Animal Testing
Artificial Intelligence
Bankruptcy
Bonds
Brexit
Cannabis
Climate Change
Credit Cards
Data Breach
Death
Derivatives
Earnings
Economy
Electric Vehicles
Emissions
Energy
Firearms
Fraud
Government
Hacking
Immigration
Initial Public Offering
Intellectual Property
Law Enforcement
Lawsuit
LGBTQ
Malware
Police Brutality
Product Recall
Regulatory Compliance
Religion
Retirement
Social Justice
Stocks
Supply Chain
Whistleblower
Workforce
World Trade
< Previous
1
2
3
Next >
Lazy Genius Official Disrupts Beauty Industry with Ethics-First Approach and Legal Justice Mission
October 07, 2025
Via
AB Newswire
Topics
Animal Testing
Exposures
Animal Testing
Where Will Recursion Pharmaceuticals Be in 5 Years?
September 28, 2025
Via
The Motley Fool
Topics
Animal Testing
Artificial Intelligence
Tickers
LLY
NVDA
RXRX
Exposures
Animal Testing
Artificial Intelligence
Lilly's AI Gambit: TuneLab Poised to Reshape Biotech Drug Discovery Landscape
September 19, 2025
Via
MarketMinute
Topics
Animal Testing
Artificial Intelligence
Intellectual Property
Tickers
LLY
NVS
PFE
RXRX
SDGR
Exposures
Animal Testing
Artificial Intelligence
Intellectual Property
Vegan Skincare Products Without Gluten Or Toxic Chemicals: Product Line Expanded
July 16, 2024
Via
Press Release Distribution Service
Topics
Animal Testing
Exposures
Animal Testing
Eden Perfumes Ltd Unveils Ethical Elegance with Vegan Fragrances
February 13, 2024
Via
GetFeatured
Topics
Animal Testing
Exposures
Animal Testing
Marinela Makeup Joins FasterCapital EquityPilot to Scale Vegan, Cruelty-Free Beauty
September 18, 2025
Via
Press Release Distribution Service
Topics
Animal Testing
Economy
Tickers
AMZN
Exposures
Animal Testing
Economy
Lavvish Announces Natural Skincare Line Focused on Self-Care
August 20, 2025
Via
Press Release Distribution Service
Topics
Animal Testing
Exposures
Animal Testing
TRYSCENT Announces Major Brand Development in Luxury Fragrance Industry
July 22, 2025
Via
Get News
Topics
Animal Testing
Exposures
Animal Testing
Scentient Launches Clean Fragrance Subscription for the Conscious Consumer
July 01, 2025
Via
Send2Press
Topics
Animal Testing
Exposures
Animal Testing
5 Insightful Analyst Questions From Labcorp’s Q1 Earnings Call
June 23, 2025
Via
StockStory
Topics
Animal Testing
Earnings
Economy
Exposures
Animal Testing
Financial
Interest Rates
Is This Beaten-Down Cathie Wood Artificial Intelligence (AI) Stock a Buy?
June 16, 2025
Via
The Motley Fool
Topics
Animal Testing
Artificial Intelligence
Intellectual Property
Tickers
NVDA
RXRX
Exposures
Animal Testing
Artificial Intelligence
Intellectual Property
CRL Q1 Earnings Call: Regulatory Changes and Market Stabilization Shape Outlook
June 11, 2025
Via
StockStory
Topics
Animal Testing
Tickers
CRL
Exposures
Animal Testing
Product Safety
Cruelty Free Hair Care For Natural Nourishment: Revitalizing Repair Spray Launch
June 02, 2025
Via
Press Release Distribution Service
Topics
Animal Testing
Exposures
Animal Testing
Should You Buy This Beaten-Down Artificial Intelligence (AI) Stock on the Dip?
May 12, 2025
Via
The Motley Fool
Topics
Animal Testing
Artificial Intelligence
Tickers
RXRX
Exposures
Animal Testing
Artificial Intelligence
If A Recession Hits, Will Medical Stocks Be A Safe Haven For Investors — Again?
May 01, 2025
Via
Investor's Business Daily
Topics
Animal Testing
Economy
Government
Tickers
ABT
CRL
IQV
ISRG
JNJ
LLY
Exposures
Animal Testing
Economy
Political
This Beaten-Down Artificial Intelligence (AI) Stock Just Got Some Great News: Time to Buy?
April 18, 2025
Via
The Motley Fool
Topics
Animal Testing
Artificial Intelligence
Intellectual Property
Tickers
NVDA
RXRX
Exposures
Animal Testing
Artificial Intelligence
Intellectual Property
Small Cap News Movers: Your Daily Digest of Stocks Making Moves on Market News
April 15, 2025
Via
Stocktwits
Topics
Animal Testing
Artificial Intelligence
Stocks
Tickers
ASTS
AVTE
CERT
JNVR
RXRX
SKYE
Exposures
Animal Testing
Artificial Intelligence
Product Safety
Nvidia-Backed Recursion, Ginkgo Bioworks Rally Following FDA's Decision To End Animal Testing
April 14, 2025
Via
Benzinga
Topics
Animal Testing
Tickers
ABSI
CRL
DNA
NOTV
NVDA
RXRX
Exposures
Animal Testing
Product Safety
Top 3 Biotech Stocks That Got Retail Street Buzzing Last Week: SMMT, PTN, RXRX
April 13, 2025
Via
Stocktwits
Topics
Animal Testing
Tickers
PTN
RXRX
SMMT
Exposures
Animal Testing
Product Safety
Canada Launches Probe Into Cigna’s Express Scripts Over Anti-Competitive Conduct Allegations – But Retail’s Unmoved
April 11, 2025
Via
Stocktwits
Topics
Animal Testing
Tickers
CI
VOO
VTI
Exposures
Animal Testing
Product Safety
Why Recursion Pharmaceuticals Stock Is Skyrocketing Today
April 11, 2025
Via
The Motley Fool
Topics
Animal Testing
Artificial Intelligence
Tickers
NVDA
RXRX
Exposures
Animal Testing
Artificial Intelligence
Product Safety
FDA’s Intent To Phase Out Animal Testing Requirement Weighs Down Charles River Stock: Retail’s Disheartened
April 11, 2025
Via
Stocktwits
Topics
Animal Testing
Tickers
CRL
JPM
MS
VOO
VTI
Exposures
Animal Testing
Product Safety
What's Going On With Charles River, Certara, Simulations Plus Stocks On Friday?
April 11, 2025
Via
Benzinga
Topics
Animal Testing
Artificial Intelligence
Tickers
CERT
CRL
SLP
Exposures
Animal Testing
Artificial Intelligence
Product Safety
Nvidia-Backed Recursion Pharma Soars After-Hours As FDA Eyes AI Over Animal Testing For Drugs: Retail Traders Elated
April 10, 2025
Via
Stocktwits
Topics
Animal Testing
Artificial Intelligence
Tickers
NVDA
RXRX
SFTBY
Exposures
Animal Testing
Artificial Intelligence
Product Safety
Health Care Technology Stocks Surge After FDA Announces Plans To Phase Out Animal Testing Requirements
April 10, 2025
Via
Benzinga
Topics
Animal Testing
Tickers
ABSI
CERT
RXRX
SDGR
SLP
Exposures
Animal Testing
Product Safety
InvestorNewsBreaks – Silo Pharma Inc. (NASDAQ: SILO) Reports Positive Early Data on SP-26 Ketamine Implant Study
February 11, 2025
Via
Investor Brand Network
Topics
Animal Testing
Tickers
SILO
Exposures
Animal Testing
Formless Beauty by Jenny McCarthy Wahlberg Launches New Luminous Exfoliant
October 15, 2024
Via
Newsfile
Topics
Animal Testing
Exposures
Animal Testing
CBDNewsBreaks – Lexaria Bioscience Corp. (NASDAQ: LEXX) Announces Positive Interim Animal Study Results Supporting Potential Utility of DehydraTECH-CBD in Diabetes Control
August 21, 2024
Via
Investor Brand Network
Topics
Animal Testing
Intellectual Property
Tickers
LEXX
Exposures
Animal Testing
Intellectual Property
Wanessa Moura revolutionizes the cosmetics market with Fresh Goddess
October 23, 2024
Via
PRLog
Topics
Animal Testing
Supply Chain
Exposures
Animal Testing
Supply Chain
InvestorNewsBreaks – Predictive Oncology Inc. (NASDAQ: POAI) Launches Novel Technology to Accelerate Cancer Drug Discovery, Development
June 04, 2024
Via
Investor Brand Network
Topics
Animal Testing
Artificial Intelligence
Tickers
POAI
Exposures
Animal Testing
Artificial Intelligence
< Previous
1
2
3
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.