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 >
2 Reasons Investors Shouldn't Panic During the Government Shutdown
Today 3:32 EDT
Via
The Motley Fool
Topics
Bonds
Economy
Exposures
Debt Markets
Economy
Interest Rates
AiRWA Retail Traders Bet On Massive Short Squeeze As 1-for-50 Reverse Split Kicks In
Today 2:27 EDT
Via
Stocktwits
Topics
Bonds
Regulatory Compliance
Tickers
YYAI
Exposures
Debt Markets
Legal
Regulatory
Award Winning Documentary The Inner Sea Spotlights Birth Mother Adoption Journey
Today 2:18 EDT
Via
Press Release Distribution Service
Topics
Bonds
Exposures
Debt Markets
ServisFirst Bancshares’s Q3 Earnings Call: Our Top 5 Analyst Questions
Today 1:30 EDT
Via
StockStory
Topics
Bonds
Earnings
Tickers
SFBS
Exposures
Debt Markets
Financial
Here's Why One Investor Took Profits in This Growth ETF While Staying Long-Term Bullish
October 26, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
IUSG
Exposures
Debt Markets
Legal
Regulatory
RV Capital Pares Down its $55 Million Interactive Brokers (NASDAQ: IBKR) Stake
October 26, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
IBKR
Exposures
Debt Markets
Legal
Regulatory
Bitcoin’s Unstoppable Ascent Fuels Historic Crypto Stock Rally: A New Era of Digital Finance
October 26, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
Bonds
Derivatives
Tickers
BITF
BTBT
CIFR
CLSK
COIN
HOOD
Exposures
Artificial Intelligence
Debt Markets
Derivatives
Gold Rush 2.0: Bullion Market Booms, Igniting a Battle for Elite Traders and Reshaping Financial Landscapes
October 26, 2025
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
ABX
BAC
FNV
GOLD
GROY
GS
Exposures
Debt Markets
Interest Rates
Tariff
Amplius Wealth Trims Global ETF but Keeps Core Exposure Through Flagship Fund
October 26, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
ACWI
Exposures
Debt Markets
Legal
Regulatory
Is This 7.5%-Yielding Dividend Too Good to Be True?
October 26, 2025
Via
The Motley Fool
Topics
Bonds
Tickers
AMZN
FDX
TSX:AND
UPS
Exposures
Debt Markets
Is Solana a Millionaire-Maker Cryptocurrency?
October 26, 2025
Via
The Motley Fool
Topics
Bonds
Economy
Exposures
Debt Markets
Interest Rates
This Is, Officially, the 2nd-Priciest Stock Market in 154 Years -- and There's No Mistaking What Comes Next for Stocks, Based on History
October 26, 2025
Via
The Motley Fool
Topics
Bonds
Government
Stocks
Exposures
Debt Markets
Political
Tariff
Warwick Loads Up On the Vanguard Total Corporate Bond ETF (VTC) With 86,000 Shares in Q3 Buy
October 26, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
DFAC
QQQ
SCHK
VTC
VTV
XLRE
Exposures
Debt Markets
Legal
Regulatory
The Fed’s New Normal: A Jumbo-Sized Balance Sheet
October 25, 2025
Via
Talk Markets
Topics
Bonds
Economy
Exposures
Debt Markets
Interest Rates
US retiree uses Solana to earn $6,500 a day in stable passive income through Find Mining
October 25, 2025
Via
GlobePRwire
Topics
Bonds
Economy
Retirement
Tickers
NET
Exposures
Debt Markets
Interest Rates
Pension
Federal Reserve Navigates Unprecedented 'Double Blackout' Ahead of Crucial Policy Meeting
October 25, 2025
Via
MarketMinute
Topics
Bonds
Economy
Tickers
AAPL
MSFT
RDFN
ZG
Exposures
Debt Markets
Economy
Interest Rates
Award-Winning Writer and Director Antony J. Bowman Launches His First Children’s Book: ‘The Tale of Fergus and Una’.
October 25, 2025
Via
Press Release Distribution Service
Topics
Bonds
Tickers
AMZN
Exposures
Debt Markets
The Who’s Who of Canada and India Illuminate Dr. Ruby Dhalla’s Grand Diwali Celebration
October 24, 2025
Via
Get News
Topics
Bonds
Exposures
Debt Markets
Market Minute: Dow Hits Record Highs, S&P 500 Surges Past 6,800 as Inflation Cools
October 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMD
CAT
F
GE
GOOGL
INTC
Exposures
Artificial Intelligence
Debt Markets
Economy
Fed on the Brink: Cooler CPI Fuels Rate Cut Frenzy as Markets Brace for Easing
October 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
AMZN
COF
DHI
FHN
GS
Exposures
Artificial Intelligence
Debt Markets
Economy
Cooler-Than-Expected Inflation Ignites Market Rally, Fuels Fed Rate Cut Hopes
October 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
Tickers
AAPL
AFRM
AMZN
AVGO
CROX
DASH
Exposures
Artificial Intelligence
Debt Markets
Economy
GERLEY releases ‘Duele Amar’: a powerful salsa story of love and betrayal brought to life in a cinematic music video
October 24, 2025
Via
Get News
Topics
Bonds
Tickers
AAPL
Exposures
Debt Markets
Local Movers Report 40% Surge in Multigenerational Household Moves Across Utah Counties
October 24, 2025
Via
AB Newswire
Topics
Bonds
Exposures
Debt Markets
Federal Reserve Poised for Rate Cut: A Shifting Landscape for FX and Bond Markets Amidst U.S.-China Tensions
October 24, 2025
Via
MarketMinute
Topics
Bonds
Economy
Government
Tickers
AAPL
AMZN
BA
BAC
CAT
DHI
Exposures
Debt Markets
Economy
Interest Rates
Beneath the Surface: Federal Reserve's Dovish Drift Set to Reshape Market Landscape
October 24, 2025
Via
MarketMinute
Topics
Bonds
Economy
World Trade
Tickers
AAPL
BAC
DB
DHI
GOOGL
JPM
Exposures
Debt Markets
Economy
Interest Rates
Federal Reserve Nears Neutral Stance: A Pivotal Shift for Markets and the Economy
October 24, 2025
Via
MarketMinute
Topics
Bonds
Economy
Tickers
AAPL
AMZN
BAC
DHI
ITB
JPM
Exposures
Debt Markets
Economy
Interest Rates
Inflation Cools, Fed Poised for Another Rate Cut: What it Means for Your Wallet and the Market
October 24, 2025
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tickers
AAPL
ACM
AMZN
BA
BAC
CAT
Exposures
Debt Markets
Economy
Interest Rates
Golden Rush Down Under: Australian Investors Flock to Gold Amidst Global Turmoil
October 24, 2025
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
ASX:EVN
ASX:NST
JPM
Exposures
Debt Markets
Interest Rates
Political
Precious Metals Tumble as Easing Inflation and Dovish Fed Outlook Spark Profit-Taking
October 24, 2025
Via
MarketMinute
Topics
Bonds
Derivatives
ETFs
Tickers
ABX
GOLD
NEM
PAAS
WPM
Exposures
Debt Markets
Derivatives
Economy
Global Inflation Crossroads: Fed Poised for Cuts Amidst 'Benign' Outlooks and Shifting Commodity Valuations
October 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Climate Change
Tickers
AAPL
AMD
AMZN
DHI
INTC
LEN
Exposures
Artificial Intelligence
Climate
Debt Markets
< 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.