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
...
8
9
10
11
12
13
14
15
16
...
99
100
Next >
Alibaba's Qwen App Stumbles As Lunar New Year Cash Lures Flood In
↗
February 06, 2026
Via
Benzinga
Topics
Artificial Intelligence
Tickers
BABA
Exposures
Artificial Intelligence
STEP Q4 Deep Dive: Private Wealth and Diversification Drive Growth Amid AI Disruption
February 06, 2026
Via
StockStory
Topics
Artificial Intelligence
Tickers
STEP
Exposures
Artificial Intelligence
QNST Q4 Deep Dive: Homebody Acquisition and AI Strategy Fuel Growth Momentum
February 06, 2026
Via
StockStory
Topics
Artificial Intelligence
Tickers
QNST
Exposures
Artificial Intelligence
Better Dirt Cheap AI Growth Buy: Meta vs Microsoft
↗
February 06, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
META
MSFT
NVDA
Exposures
Artificial Intelligence
2 Things Investors Need to Know About Internet Computer in 2026
↗
February 06, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Lawsuit
Exposures
Artificial Intelligence
Financial
Legal
Biogen’s (NASDAQ:BIIB) Q4 CY2025: Strong Sales
February 06, 2026
Via
StockStory
Topics
Artificial Intelligence
Tickers
AAPL
BIIB
MSFT
Exposures
Artificial Intelligence
Long-Time Bear On Palantir Stock Says More Selling Still To Come
↗
February 06, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
4 Stocks That Could Be Your Ticket to Creating Generational Wealth
↗
February 06, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AVGO
NBIS
NVDA
TSM
Exposures
Artificial Intelligence
Prediction: Micron's Stock Price Will Reach This Level By the End of 2026
↗
February 06, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
GS
MU
NVDA
Exposures
Artificial Intelligence
PEPONK Brings Bonk and Pepe together in Solana’s Newest Meme Crossover
February 06, 2026
Via
Binary News Network
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Dow Stock: Analyst Estimates & Ratings
February 06, 2026
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Stocks
Exposures
Artificial Intelligence
Layoff
US Equities
MarketAxess (NASDAQ:MKTX) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings
February 06, 2026
Via
StockStory
Topics
Artificial Intelligence
Bonds
Supply Chain
Tickers
MKTX
NVDA
Exposures
Artificial Intelligence
Debt Markets
Supply Chain
Is the Small-Cap Rebound Here? 3 ETFs Set to Surge 45% by 2028
↗
February 06, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Tickers
IJR
IWM
VBR
Exposures
Artificial Intelligence
Intel, AMD Warn China Customers Of Months-Long CPU Delays
↗
February 06, 2026
Via
Benzinga
Topics
Artificial Intelligence
Tickers
AMD
INTC
Exposures
Artificial Intelligence
AMZN Stock Falls To 8-Month Lows In Pre-Market After Falling Below 200-DMA For First Time Since October
↗
February 06, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Tickers
AMZN
MAGS
ONLN
QQQ
VTI
XLY
Exposures
Artificial Intelligence
Financial
Can Vanguard's International High Dividend Yield ETF Outperform Again in 2026?
↗
February 06, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
VYMI
Exposures
Artificial Intelligence
Economy
Political
Stock Index Futures Climb After Tech Rout, Amazon Slips on CapEx Blowout
February 06, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMZN
AVGO
MSFT
NVDA
QCOM
Exposures
Artificial Intelligence
Interest Rates
US Equities
Nvidia Looks To End A Five-Day Losing Streak – Retail Believes ‘The Next Growth Wave Is Unfolding Now’
↗
February 06, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Tickers
AMZN
GOOGL
NVDA
SOXX
VTI
Exposures
Artificial Intelligence
Coinbase CEO Brian Armstrong Says Silicon Valley’s Crypto AI Intersect Is ‘Just Getting Started’
↗
February 06, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Tickers
BTC
COIN
TSLA
WLD
Exposures
Artificial Intelligence
Clear Ads Integrates Google's Updated Trends Platform into Its Keyword Research Process for E-Commerce Clients
February 06, 2026
Via
Newsfile
Topics
Artificial Intelligence
Tickers
GOOG
GOOGL
Exposures
Artificial Intelligence
XRP and BTC Trends Resonate: Average Daily Returns for Users Reach $7777 – Why Are High-Net-Worth Individuals Paying Attention to Moon Hash?
February 06, 2026
Via
Zexprwire
Topics
Artificial Intelligence
Tickers
NET
Exposures
Artificial Intelligence
Taiwan Semiconductor Bets On Japan To Shield Its AI Chip Empire From Global Risks
↗
February 06, 2026
Via
Benzinga
Topics
Artificial Intelligence
World Trade
Exposures
Artificial Intelligence
Tariff
Dan Ives Predicts This AI Stock That's Climbed 1,700% in 3 Years May Be Set for a 46% Gain
↗
February 06, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
World Trade
Tickers
PLTR
Exposures
Artificial Intelligence
Tariff
Arista Networks Stock Outlook: Is Wall Street Bullish or Bearish?
February 06, 2026
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Exposures
Artificial Intelligence
GoDaddy Stock: Analyst Estimates & Ratings
February 06, 2026
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Tickers
MS
Exposures
Artificial Intelligence
Elon Musk Touts 'Optimus Academy' To Train Robots — Says SpaceX, Tesla Have '100 GW A Year' Mandate On Solar Energy Generation
↗
February 06, 2026
Via
Benzinga
Topics
Artificial Intelligence
Tickers
TSLA
Exposures
Artificial Intelligence
Booming Energy Demand From the AI Buildout Could Be Good News for This ETF in 2026
↗
February 06, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Energy
Tickers
ICLN
MSFT
XOM
Exposures
Artificial Intelligence
Electricity Generation
5 AI ETFs You Need to Own Before the Global Market Hits $5 Trillion
↗
February 06, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Tickers
AMZN
AVGO
BAI
BOTZ
CHAT
GOOG
Exposures
Artificial Intelligence
Should You Buy the Dip on This Artificial Intelligence (AI) Stock?
↗
February 06, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
MSFT
PLTR
Exposures
Artificial Intelligence
Microsoft Stock Is Down 22%. Should You Buy the Dip, or Run for the Hills??
↗
February 06, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
MSFT
Exposures
Artificial Intelligence
< Previous
1
2
...
8
9
10
11
12
13
14
15
16
...
99
100
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.