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
...
30
31
32
33
34
35
36
37
38
...
99
100
Next >
DRCR Begins Rollout of New Business Model
February 04, 2026
Via
TheNewswire.com
Topics
Artificial Intelligence
Initial Public Offering
Tickers
DRCR
Exposures
Artificial Intelligence
Securities Market
DRCR Begins Rollout of New Business Model
February 04, 2026
Via
NewMediaWire
Topics
Artificial Intelligence
Initial Public Offering
Tickers
DRCR
Exposures
Artificial Intelligence
Securities Market
HelpOne Launches All-in-One Nonprofit Platform with Flat-Rate Payments
February 04, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Tickers
PYPL
Exposures
Artificial Intelligence
Ambrose Marketing Launches AI-Optimized 360° Marketing Solutions Empowering Women-Owned Businesses Nationwide in Wellness, Professional Services, and Luxury Sectors
February 04, 2026
Via
Get News
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
An AI Agent Shock Set Off The NVDA, GOOGL Dip, But One May Recover Fast
↗
February 04, 2026
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
EchoStar Investors Didn't Sign Up For A SpaceX-xAI Merger
↗
February 04, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Initial Public Offering
Exposures
Artificial Intelligence
Securities Market
What's Going On With AppLovin Stock?
↗
February 04, 2026
Via
Benzinga
Topics
Artificial Intelligence
Tickers
APP
Exposures
Artificial Intelligence
SMCI’s Strong Q2 Performance Draws Mixed Signals From Wall Street — Here’s What Analysts Are Saying
↗
February 04, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Tickers
AIQ
AMD
ARTY
CHAT
SMCI
Exposures
Artificial Intelligence
2 "Blue Chip" Artificial Intelligence (AI) Stocks to Buy for 2026 and Beyond
↗
February 04, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
MS
NVDA
TSM
Exposures
Artificial Intelligence
Atlantic Strengthens Managed Services Leadership to Support Scalable Growth and CoreShield Expansion
February 04, 2026
Via
PRUnderground
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Dear Qualcomm Stock Fans, Mark Your Calendars for February 4
February 04, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Tickers
AAPL
QCOM
Exposures
Artificial Intelligence
Supply Chain
MDXG Stock Rises As MiMedx Enters Into Exclusive Distribution Agreement For Three Products
↗
February 04, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Tickers
AMZN
IWO
MDXG
VHT
VTWO
XBI
Exposures
Artificial Intelligence
Trump Announces He Had An ‘Excellent’ Call With Chinese President Xi Jinping, Says He Will Travel To China In April
↗
February 04, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Government
Tickers
AMZN
DIA
QQQ
SPY
Exposures
Artificial Intelligence
Political
Lear (LEA) Q4 2025 Earnings Call Transcript
↗
February 04, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
GM
LEA
Exposures
Artificial Intelligence
Financial
Talentee announces Nova, an AI-based platform for live audio job interview practice
February 04, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Marketing Strategist Tony Hayes Reveals 15 Revenue-Generating Strategies for 2026 in Latest Newsletter Edition
February 04, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
SHARON. Releases Trapped In A Tower By An Incel and Group Of Organized Crime as a Disclosure Artifact – Expanding Music Cures AI Into Fintech, Predictive Signals, and Cybersecurity Recovery
February 04, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Hacking
Tickers
ASX:TWR
Exposures
Artificial Intelligence
Information Security
TechForce Robotics Inc. (NGTF) Subsidiary Scales Service Robots for Strained Workforces
February 04, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Tickers
NGTF
Exposures
Artificial Intelligence
Palantir CEO Alex Karp Says ‘Inexplicable Growth in Revenue, but Not Inexplicable Growth in Customers’ Is Ahead. What Does That Mean for PLTR Stock?
February 04, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Cognizant (CTSH) Q4 2025 Earnings Call Transcript
↗
February 04, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
CTSH
Exposures
Artificial Intelligence
Financial
Even More Layoffs Are Coming at Amazon. What Does That Mean for AMZN Stock?
February 04, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Workforce
Tickers
AMZN
Exposures
Artificial Intelligence
Layoff
SMCI Q4 Deep Dive: AI Demand Drives Growth, Margins Under Pressure Amid Customer Shifts
February 04, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Tickers
SMCI
Exposures
Artificial Intelligence
Supply Chain
Stocks Mixed on Sector Rotation out of Tech
February 04, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Bonds
Government
Exposures
Artificial Intelligence
Debt Markets
Political
Dear Google Stock Fans, Mark Your Calendars for February 4
February 04, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Tickers
GOOG
GOOGL
Exposures
Artificial Intelligence
As IBM Stock Breaks Below Its 100-Day Moving Average, Should You Buy the Dip?
February 04, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Tickers
IBM
Exposures
Artificial Intelligence
AMD CEO Says 2026 Will Be A Major ‘Inflection Year,’ Fueled By AI-Driven CPU Demand
↗
February 04, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Tickers
AMD
IGPT
SOXX
WISE
Exposures
Artificial Intelligence
Up 375%, Should You Buy Applied Digital Right Now?
↗
February 04, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
APLD
NVDA
Exposures
Artificial Intelligence
GridAI Technologies Corp. (NASDAQ: GRDX) Targeting Energy Control Bottleneck Facing AI Data Centers
February 04, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Energy
Tickers
GRDX
Exposures
Artificial Intelligence
Electricity Generation
AMD Tumbles 10% On AI Worries Despite Record Results
↗
February 04, 2026
Via
Talk Markets
Topics
Artificial Intelligence
Tickers
AMD
Exposures
Artificial Intelligence
Here's Why Wix.com Stock Tumbled 16% in January
↗
February 04, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
WIX
Exposures
Artificial Intelligence
< Previous
1
2
...
30
31
32
33
34
35
36
37
38
...
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.