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
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
...
10
11
12
13
14
15
16
17
18
...
99
100
Next >
Apogee, Itron, Proto Labs, Vertiv, and Cummins Stocks Trade Up, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
APOG
CMI
ITRI
PRLB
VRT
Exposures
Debt Markets
Interest Rates
Shoals, Kennametal, Janus, SPX Technologies, and Regal Rexnord Shares Skyrocket, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
JBI
KMT
RRX
SHLS
SPXC
Exposures
Debt Markets
Interest Rates
Caterpillar, Cadre, ESCO, EnerSys, and Vicor Shares Are Soaring, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Supply Chain
Tickers
CAT
CDRE
ENS
ESE
VICR
Exposures
Debt Markets
Interest Rates
Supply Chain
Plug Power, Powell, Novanta, Vishay Precision, and Concrete Pumping Stocks Trade Up, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
BBCP
NOVT
PLUG
POWL
VPG
Exposures
Debt Markets
Interest Rates
Asher House Wellness Launches Comprehensive Wellness Ecosystem for Pets and Their People, Setting a New Standard in Transparency and Trust
September 18, 2025
Via
AB Newswire
Topics
Bonds
Exposures
Debt Markets
Erin Tunney’s “The Wild Shepherdess” Receives Esteemed Literary Titan Book Award
September 18, 2025
Via
Get News
Topics
Bonds
Tickers
AMZN
Exposures
Debt Markets
“Toriko Tales: Toriko vs The Crowned Paw” Receives Literary Titan Gold Book Award
September 18, 2025
Via
Get News
Topics
Artificial Intelligence
Bonds
Law Enforcement
Tickers
AMZN
Exposures
Artificial Intelligence
Debt Markets
Legal
Health Catalyst, Twilio, Palantir Technologies, Zscaler, and Appian Shares Skyrocket, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
APPN
HCAT
PLTR
TWLO
ZS
Exposures
Debt Markets
Interest Rates
Asana, Domo, Qualys, Shopify, and Okta Shares Skyrocket, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
ASAN
DOMO
OKTA
QLYS
SHOP
Exposures
Debt Markets
Interest Rates
Integral Ad Science, SoundHound AI, Fastly, Five9, and Cadence Design Systems Shares Are Soaring, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Artificial Intelligence
Bonds
Economy
Tickers
CDNS
FIVN
FSLY
IAS
SOUN
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
C3.ai, Rapid7, 8x8, monday.com, and Confluent Shares Are Soaring, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
AI
CFLT
EGHT
MNDY
RPD
Exposures
Debt Markets
Interest Rates
JFrog, Amplitude, Freshworks, Intuit, and Cloudflare Stocks Trade Up, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
AMPL
FROG
FRSH
INTU
NET
Exposures
Debt Markets
Interest Rates
ON24, Commvault, Upland Software, Samsara, and MicroStrategy Stocks Trade Up, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
CVLT
IOT
MSTR
ONTF
UPLD
Exposures
Debt Markets
Interest Rates
Independent Bank, Hope Bancorp, Customers Bancorp, Community Bank, and Coastal Financial Shares Skyrocket, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
CBU
CCB
CUBI
HOPE
INDB
Exposures
Debt Markets
Interest Rates
Flagstar Financial, Valley National Bank, TriCo Bancshares, TowneBank, and Stock Yards Bank Shares Skyrocket, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
FLG
SYBT
TCBK
TOWN
VLY
Exposures
Debt Markets
Interest Rates
Simmons First National, Peoples Bancorp, Origin Bancorp, Lake City Bank, and First Financial Bancorp Stocks Trade Up, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
FFBC
LKFN
OBK
PEBO
SFNC
Exposures
Debt Markets
Interest Rates
Merchants Bancorp, Live Oak Bancshares, Western Alliance Bancorporation, Triumph Financial, and The Bancorp Shares Are Soaring, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
LOB
MBIN
TBBK
TFIN
WAL
Exposures
Debt Markets
Interest Rates
Atlantic Union Bankshares (AUB) Stock Is Up, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
AUB
Exposures
Debt Markets
Interest Rates
Northwest Bancshares, Columbia Financial, WesBanco, Nicolet Bankshares, and Glacier Bancorp Shares Skyrocket, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
CLBK
GBCI
NIC
NWBI
WSBC
Exposures
Debt Markets
Interest Rates
Cadence Bank, BancFirst, Banc of California, Axos Financial, and Amalgamated Financial Shares Are Soaring, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
AMAL
AX
BANC
BANF
CADE
Exposures
Debt Markets
Interest Rates
First Bancorp, Dime Community Bancshares, Cathay General Bancorp, Byline Bancorp, and Banner Bank Shares Are Soaring, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
BANR
BY
CATY
DCOM
FBNC
Exposures
Debt Markets
Interest Rates
Texas Capital Bank, ServisFirst Bancshares, S&T Bancorp, OceanFirst Financial, and National Bank Holdings Stocks Trade Up, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
NBHC
OCFC
SFBS
STBA
TCBI
Exposures
Debt Markets
Interest Rates
FirstSun Capital Bancorp, First Interstate BancSystem, Columbia Banking System, BankUnited, and Republic Bancorp Stocks Trade Up, What You Need To Know
September 18, 2025
Via
StockStory
Topics
Bonds
Economy
Tickers
BKU
COLB
FIBK
FSUN
RBCAA
Exposures
Debt Markets
Interest Rates
Lorena Placeres Graces the Red Carpet at Broadway International Film Festival as Special Guest of Founder Emilio Vega
September 18, 2025
Via
AB Newswire
Topics
Bonds
Exposures
Debt Markets
Silveristic Launches New Collections Featuring Earrings, Pet Jewelry, and Birthstone Designs
September 18, 2025
Via
AB Newswire
Topics
Bonds
Exposures
Debt Markets
Fed's Growth Gambit: Schwab Experts Weigh In on Rate Cuts Prioritizing Jobs Over Immediate Inflation Taming
September 18, 2025
Via
MarketMinute
Topics
Bonds
Economy
World Trade
Tickers
AMZN
DHI
LEN
PLG
SCHW
SPG
Exposures
Debt Markets
Economy
Interest Rates
10-Year Treasury Yield Surges: A New Era for Borrowing Costs and Market Dynamics
September 18, 2025
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
AAPL
AMZN
BAC
DUK
GM
JPM
Exposures
Debt Markets
Economy
Interest Rates
Employment Reports Trigger Fed Rate Cut: A Shifting Economic Landscape
September 18, 2025
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tickers
AAPL
AMZN
CRM
MSFT
NVDA
Exposures
Debt Markets
Economy
Interest Rates
The Federal Reserve's Tightrope Walk: Rate Cut Amidst Stubborn Inflation Tests Dual Mandate
September 18, 2025
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tickers
AAPL
BAC
DHI
F
GM
JPM
Exposures
Debt Markets
Economy
Interest Rates
Tech Titans Under Pressure: How Slowing Consumer Spending and Rising Rates Reshape the Future for High-Valuation Giants
September 18, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
Tickers
AAPL
AMZN
ETSY
GOOGL
JPM
META
Exposures
Artificial Intelligence
Debt Markets
Economy
< Previous
1
2
...
10
11
12
13
14
15
16
17
18
...
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 following
Privacy Policy
and
Terms Of Service
.