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
4
5
6
7
8
9
...
99
100
Next >
Wanderboat Launches 2.0 with "Social + Local + AI" Map to End Doomscrolling for Local Gems
Today 17:57 EST
Via
Press Advantage
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
EverQuote (EVER) Q3 2025 Earnings Call Transcript
Today 17:35 EST
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
EVER
Exposures
Artificial Intelligence
Financial
Why Canaan Stock Dived by 9% on Monday
Today 17:29 EST
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Government
Tickers
CAN
Exposures
Artificial Intelligence
Interest Rates
Political
Offerpad (OPAD) Q3 2025 Earnings Call Transcript
Today 17:21 EST
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
OPAD
Exposures
Artificial Intelligence
Financial
Wallarm Launches Security Edge: Real-Time API Protection in Minutes to Secure the AI Era
Today 17:18 EST
Via
AB Newswire
Topics
Artificial Intelligence
Intellectual Property
Exposures
Artificial Intelligence
Intellectual Property
Why Did Amazon Stock Jump 5% Today?
Today 17:18 EST
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Tickers
AMZN
NVDA
Exposures
Artificial Intelligence
US Equities
Semiconductor Supercycle: Why Onsemi Stock Could Double as AI and EV Growth Accelerate
Today 17:15 EST
Via
MarketBeat
Topics
Artificial Intelligence
Tickers
ON
Exposures
Artificial Intelligence
Appverse Tech Launches GramXIP – A Modular AI Engine That Measures and Accelerates Writing-Fluency Progression and ROI
Today 17:07 EST
Via
AB Newswire
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Wecent Launches Next-Generation Server Equipment for Global Markets
Today 17:04 EST
Via
AB Newswire
Topics
Artificial Intelligence
Supply Chain
Tickers
CSCO
LNVGY
UPS
Exposures
Artificial Intelligence
Regulatory
Supply Chain
UFP Technologies (NASDAQ:UFPT) Reports Strong Q3
Today 16:58 EST
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
Tickers
NVDA
UFPT
Exposures
Artificial Intelligence
Supply Chain
Stocks Close Higher on M&A and AI Optimism
Today 16:54 EST
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMZN
ETN
Exposures
Artificial Intelligence
Interest Rates
US Equities
North Las Vegas AI Marketing Automation: Targeted Content Campaigns Announced
Today 16:50 EST
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Why Iren Stock Surged Today
Today 16:42 EST
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
IREN
MSFT
NVDA
Exposures
Artificial Intelligence
3 Hot Stocks Just Raised Dividends—1 for the First Time Ever
Today 16:40 EST
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
Tickers
HOOD
PYPL
STX
V
WDC
Exposures
Artificial Intelligence
Financial
Medifast (NYSE:MED) Posts Q3 Sales In Line With Estimates
Today 16:36 EST
Via
StockStory
Topics
Artificial Intelligence
Tickers
AAPL
MED
MSFT
Exposures
Artificial Intelligence
Resurgent AI Keeps Nasdaq Near Record Highs
Today 16:33 EST
Via
Talk Markets
Topics
Artificial Intelligence
Stocks
Exposures
Artificial Intelligence
US Equities
Marketing Expert Tony Hayes Reveals 10 AI-Powered Tactics to Scale Digital Businesses in Latest Newsletter Edition
Today 16:32 EST
Via
AB Newswire
Topics
Artificial Intelligence
Tickers
PINS
Exposures
Artificial Intelligence
Arizona Technology Council Honors Six Southern Arizona Companies for Achievements at 13th Annual Southern Arizona Tech + Business Expo
Today 16:31 EST
Via
PRLog
Topics
Artificial Intelligence
Tickers
ASX:S32
Exposures
Artificial Intelligence
Aprea Therapeutics (Nasdaq: APRE) Transforms Cutting-Edge Science into Next-Generation Cancer Therapies – More Stocks Inside
Today 16:31 EST
Via
AB Newswire
Topics
Artificial Intelligence
Tickers
APRE
CRBU
DVLT
PHIO
RNTX
THAR
Exposures
Artificial Intelligence
IR-MED Ltd. Announces Launch of First-in-Human Clinical Trial of Its DiaSafe(TM) Device for Diabetic Foot Ulcer (DFU) Assessment
Today 16:30 EST
Via
Newsfile
Topics
Artificial Intelligence
Tickers
IRME
NSANY
Exposures
Artificial Intelligence
Excellence Awards Announce 2025 Winners for Southeast USA: Celebrating Leadership and Innovation Across the Region
Today 16:29 EST
Via
AB Newswire
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Visworld Unveils Comprehensive AI Creative Suite: A Complete Feature Overview
Today 16:27 EST
Via
AB Newswire
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Palantir Earnings Top Estimates As U.S. Government, Commercial Sales Drive Growth
Today 16:22 EST
Via
Investor's Business Daily
Topics
Artificial Intelligence
Tickers
PLTR
Exposures
Artificial Intelligence
Why 2025 Is the Year of AI-Driven Smart Retail
Today 16:20 EST
Via
AB Newswire
Topics
Artificial Intelligence
Tickers
SBUX
Exposures
Artificial Intelligence
Palantir Technologies (NASDAQ:PLTR) Beats Expectations in Strong Q3
Today 16:19 EST
Via
StockStory
Topics
Artificial Intelligence
Tickers
PLTR
Exposures
Artificial Intelligence
Building the Future of Automated Retail: Why Global Brands Choose Anno Robot
Today 16:19 EST
Via
AB Newswire
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Why AI Won't Create a New Batch of Tech Giants -- It Will Cement the Old Ones
Today 16:18 EST
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AAPL
AMZN
GOOG
GOOGL
META
MSFT
Exposures
Artificial Intelligence
Join at Inter CHARM Russia 2025 – Exclusive Invitation
Today 16:09 EST
Via
AB Newswire
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Sanmina’s (NASDAQ:SANM) Q3 Sales Beat Estimates, Stock Soars
Today 16:08 EST
Via
StockStory
Topics
Artificial Intelligence
Earnings
Tickers
SANM
Exposures
Artificial Intelligence
Financial
Alphabet Is No Longer the Cheapest "Magnificent Seven" Stock. Why It's a Buy Anyway
Today 16:06 EST
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
GOOG
GOOGL
Exposures
Artificial Intelligence
< Previous
1
2
3
4
5
6
7
8
9
...
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.