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 >
Vanguard's Best-Performing ETF Over the Last 5 Years and Could Also Outperform the S&P 500 in 2026
Today 4:15 EDT
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
COP
CVX
VDE
XOM
Exposures
Artificial Intelligence
COVID-19
Debt Markets
Meet the Newest Addition to the S&P 500. The Stock Has Soared 925% Since Early Last Year, and It's Still a Buy Right Now, According to 1 Wall Street Analyst
Today 4:05 EDT
Via
The Motley Fool
Topics
Bonds
ETFs
Stocks
Tickers
HOOD
Exposures
Debt Markets
US Equities
What This Fund’s $180 Million Treasury Bet Signals to Long-Term Investors
Today 3:48 EDT
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
AAPL
CAT
IEF
Exposures
Debt Markets
Legal
Regulatory
Here's Why This Firm Is Loading Up on Treasury ETFs
Today 3:24 EDT
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
AAPL
GOOGL
IBTF
IBTI
MSFT
Exposures
Debt Markets
Legal
Regulatory
Westmoreland, TN Author Publishes Children's Book
Today 3:00 EDT
Via
PR Leap
Topics
Bonds
Exposures
Debt Markets
This Firm Is Locking In Yields with Treasuries — Here’s What Investors Should Know
Today 2:04 EDT
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
AAPL
GOOGL
IBTF
IBTG
IBTI
MSFT
Exposures
Debt Markets
Legal
Regulatory
Here's Why One Fund Bought $19 Million in Global Bonds and Sold Shares of a Big Tech ETF
October 27, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
BNDX
Exposures
Debt Markets
Legal
Regulatory
South Korea's Economic Engine Roars Back: Strong Growth Bolsters Case Against Further Stimulus
October 27, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
INTC
NVDA
Exposures
Artificial Intelligence
Debt Markets
Economy
Ginza Diamond Shiraishi Hong Kong Explores the Cultural and Emotional Essence of the Modern Wedding Ring
October 27, 2025
Via
Press Advantage
Topics
Bonds
Exposures
Debt Markets
Global Central Banks Grapple with Jobs Paradox: Strong Employment Meets Rate Cut Dilemma
October 27, 2025
Via
MarketMinute
Topics
Bonds
Economy
World Trade
Tickers
BAC
BKNG
DAL
JPM
TGT
WMT
Exposures
Debt Markets
Economy
Interest Rates
Stubborn Inflation Forces Central Banks into a Delicate Balancing Act
October 27, 2025
Via
MarketMinute
Topics
Bonds
Economy
World Trade
Tickers
DB
JPM
PG
PHM
TSX:RY
Exposures
Debt Markets
Economy
Interest Rates
Federal Reserve Poised for Second Rate Cut Amidst Government Shutdown and Data Drought
October 27, 2025
Via
MarketMinute
Topics
Bonds
Economy
Tickers
AAPL
AMZN
BAC
DHI
JPM
LEN
Exposures
Debt Markets
Economy
Interest Rates
Okta Navigates Choppy Waters: A Closer Look at Today's Market Movement
October 27, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
GOOGL
MSFT
OKTA
Exposures
Artificial Intelligence
Debt Markets
Economy
Old Republic (ORI) Q3 2025 Earnings Transcript
October 27, 2025
Via
The Motley Fool
Topics
Bonds
Earnings
Tickers
ORI
Exposures
Debt Markets
Financial
This Michigan Firm Just Bought $22 Million in Emerging Market Bonds ETF — Here's Why
October 27, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
VWOB
Exposures
Debt Markets
Legal
Regulatory
The Fed's Dovish Pivot: Navigating Rate Cuts for Optimal Investor Returns
October 27, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
Tickers
BAC
BLDR
DHI
EFX
FICO
GOOGL
Exposures
Artificial Intelligence
Debt Markets
Economy
The Race for the Fed: Treasury Secretary Bessent's Shortlist Signals a Potential Monetary Policy Shift
October 27, 2025
Via
MarketMinute
Topics
Bonds
Climate Change
Economy
Tickers
AAPL
AMZN
BAC
BLK
DHI
JPM
Exposures
Climate
Debt Markets
Economy
Mortgage Rates Linger Near Three-Year Low as Financial World Braces for Federal Reserve's Rate Decision
October 27, 2025
Via
MarketMinute
Topics
Bonds
Economy
Tickers
BAC
C
DHI
HD
JPM
LEN
Exposures
Debt Markets
Economy
Interest Rates
Pre-Emptive Strike? Massive Block Trade Signals Positioning Ahead of Fed's Balance Sheet Halt
October 27, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
BAC
C
DB
DHI
GS
JPM
Exposures
Artificial Intelligence
Debt Markets
Economy
Here's Why One Investor Bought $4.6 Million in Short-Term Bonds ETF
October 27, 2025
Via
The Motley Fool
Topics
Bonds
Derivatives
ETFs
Tickers
USTB
Exposures
Debt Markets
Derivatives
Legal
Federal Reserve Poised for Another Rate Cut: A Balancing Act for Borrowers and Markets
October 27, 2025
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tickers
AAPL
AMZN
BAC
CAT
DB
DHI
Exposures
Debt Markets
Economy
Interest Rates
Trade Deal Hopes Spark 'Risk-On' Frenzy, Sending Gold and Silver Tumbling
October 27, 2025
Via
MarketMinute
Topics
Bonds
Economy
Government
Tickers
AAPL
ABX
AG
GOLD
NEM
NVDA
Exposures
Debt Markets
Economy
Interest Rates
Gold's Gleam Dims: Trade Truce Between US and China Sends Safe-Haven Demand Tumbling
October 27, 2025
Via
MarketMinute
Topics
Bonds
Economy
Electric Vehicles
Tickers
AAPL
ABX
ADM
AEM
AMZN
BG
Exposures
Debt Markets
Electric Vehicles
Ethanol
Market Alarms Blare: Buffett Indicator and Shiller CAPE Ratio Signal Potential 2026 Stock Market Crash
October 27, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
AMZN
JNJ
KO
NEE
NVDA
Exposures
Artificial Intelligence
Debt Markets
Economy
Deutsche Börse Defies Headwinds with Strong 7% Q3 Profit Jump
October 27, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
Tickers
CME
ICE
NDAQ
Exposures
Artificial Intelligence
Debt Markets
Derivatives
Protocolo Beneficio Methodology for Optimizing Online Learning
October 27, 2025
Via
AB Newswire
Topics
Bonds
Product Recall
Exposures
Debt Markets
Legal
Product Safety
Country Creek Animal Hospital – A Trusted Vet Clinic in Allen, TX Providing Exceptional Pet Care
October 27, 2025
Via
AB Newswire
Topics
Bonds
Exposures
Debt Markets
Hydrogen Annealing: The Unsung Hero Revolutionizing Semiconductor Manufacturing
October 27, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Bonds
Tickers
INTC
TSM
Exposures
Artificial Intelligence
Debt Markets
Potential Market Downturn Ahead: Gold Dealer CEO Shares Market Concerns
October 27, 2025
Via
AB Newswire
Topics
Bonds
Exposures
Debt Markets
StephenTwomey.com Publishes New Resource on Forex Trading in a Self-Directed IRA
October 27, 2025
Via
Press Advantage
Topics
Bonds
Retirement
Exposures
Debt Markets
Pension
< 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.