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
...
11
12
13
14
15
16
17
18
19
...
99
100
Next >
With a December Rate Cut Up in the Air, Make This 1 Trade Now
November 17, 2025
Via
Barchart.com
Topics
Bonds
Economy
Exposures
Debt Markets
Interest Rates
Gold Tumbles Across India: A Deep Dive into November 17th's Price Decline
November 17, 2025
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Exposures
Debt Markets
Economy
Interest Rates
India's Golden Obsession Ignites Record Trade Deficit, Sending Ripples Through Global Markets
November 17, 2025
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Exposures
Debt Markets
Economy
Interest Rates
Precious Metals in Turmoil: Gold and Silver Rocked by Extreme Intraday Volatility in November 2025
November 17, 2025
Via
MarketMinute
Topics
Bonds
Derivatives
ETFs
Tickers
ABX
GOLD
HL
IBKR
NEM
PAAS
Exposures
Debt Markets
Derivatives
Economy
Navigating the Tides: Long-Term Investment Strategies for a Fluctuating Stock Market
November 17, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
AAPL
CMG
GOOGL
JNJ
KO
MSFT
Exposures
Artificial Intelligence
Debt Markets
Economy
Trusted Care for Pets: My Montgomery Vet Leading Veterinary Excellence in Montgomery, AL
November 17, 2025
Via
AB Newswire
Topics
Bonds
Exposures
Debt Markets
Navigating the Tempest: Market Volatility Surges Amidst Investor Caution and Economic Uncertainty
November 17, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
Tickers
AMZN
GM
JNJ
MSFT
NEE
NVDA
Exposures
Artificial Intelligence
Debt Markets
Economy
Dollar Sees Support from Positive Empire Report and Reduced Fed Rate-Cut Expectations
November 17, 2025
Via
Barchart.com
Topics
Bonds
Economy
World Trade
Exposures
Debt Markets
Economy
Interest Rates
Wall Street's Subtle Dance: Navigating the AI Tide and Economic Undercurrents
November 17, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
GOOGL
MSFT
NEE
NVDA
UNH
Exposures
Artificial Intelligence
Debt Markets
Economy
Federal Reserve Rate Cut Hopes Dim, Casting Shadow on Stock Market
November 17, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
BAC
CVX
F
GM
JPM
Exposures
Artificial Intelligence
Debt Markets
Economy
Labor Market Jitters Send Shockwaves Through Wall Street: Investors Brace for Economic Slowdown Amidst Delayed Data
November 17, 2025
Via
MarketMinute
Topics
Bonds
Economy
Stocks
Tickers
DHI
F
GM
GS
HD
JNJ
Exposures
Debt Markets
Economy
Interest Rates
Market Grapples with Valuation Fears Amidst Accelerating Sector Rotation
November 17, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
ABX
AMD
AMZN
ASX:RIO
BAC
Exposures
Artificial Intelligence
Debt Markets
Economy
Bitcoin Plunges into Bear Market, Signaling Broader Risk Aversion Across Financial Landscape
November 17, 2025
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
COIN
MARA
MSTR
RIOT
Exposures
Coal
Debt Markets
Economy
Colorado Springs SEO Agency Wins 2025 U.S. Agency Award
November 17, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Bonds
Exposures
Artificial Intelligence
Debt Markets
The Famous 4% Rule for Retirement Doesn't Work for Me. Here's Why -- and What I Plan to Do Instead
↗
November 17, 2025
Via
The Motley Fool
Topics
Bonds
Economy
Retirement
Exposures
Debt Markets
Interest Rates
Pension
Coinbase vs. Robinhood Stock: One Will Upgrade the Stock Market Best
↗
November 17, 2025
Via
The Motley Fool
Topics
Bonds
Tickers
BLK
COIN
HOOD
Exposures
Debt Markets
Stocks Set to Open Higher as Investors Await Nvidia Earnings and U.S. Jobs Data
November 17, 2025
Via
Barchart.com
Topics
Artificial Intelligence
Bonds
Economy
Tickers
NVDA
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
Retirees in These 9 States Risk Losing Some of Their Social Security Checks
↗
November 17, 2025
Via
The Motley Fool
Topics
Bonds
Retirement
Exposures
Debt Markets
Pension
Palladium USA Announces Grand Opening of Palladium Oak Grove, a $58 Million Apartment Community in Fort Worth, TX
November 17, 2025
Via
24-7 Press Release
Topics
Bonds
Tickers
PNC
Exposures
Debt Markets
Unpacking Q3 Earnings: Morningstar (NASDAQ:MORN) In The Context Of Other Financial Exchanges & Data Stocks
November 16, 2025
Via
StockStory
Topics
Bonds
Tickers
MCO
MORN
Exposures
Debt Markets
Regional Banks Stocks Q3 Highlights: Westamerica Bancorporation (NASDAQ:WABC)
November 16, 2025
Via
StockStory
Topics
Bonds
Tickers
WABC
Exposures
Debt Markets
Time Has Run Out
↗
November 16, 2025
Via
Talk Markets
Topics
Bonds
Stocks
Exposures
Debt Markets
US Equities
The Days of the 5% APY CD Are Over: Here's Where to Put Your Money Now
↗
November 16, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Tickers
VWOB
Exposures
Debt Markets
Interest Rates
These 2 Dividend ETFs Are a Retiree's Best Friend
↗
November 16, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
ABBV
AMGN
BMY
COP
CSCO
CVX
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
Trump's Bond Buying Spree Surges Past $82 Million Since August
↗
November 15, 2025
Via
Benzinga
Topics
Bonds
Government
Tickers
AVGO
CVS
GS
HD
JPM
META
Exposures
Debt Markets
Political
Considering Going Back to Work? Watch Out for These 2 Things if You're on Social Security.
↗
November 15, 2025
Via
The Motley Fool
Topics
Bonds
Retirement
Exposures
Debt Markets
Pension
Dog Training For Excessive Barking With Positive Reinforcement: Course Announced
November 15, 2025
Via
Press Release Distribution Service
Topics
Bonds
Exposures
Debt Markets
You Could Still Owe Taxes on Social Security Benefits in 2025. Here's How to Know for Sure.
↗
November 15, 2025
Via
The Motley Fool
Topics
Bonds
Economy
Exposures
Debt Markets
Interest Rates
Is Solana a Millionaire-Maker Cryptocurrency?
↗
November 15, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Economy
Tickers
COIN
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
2 Surprises From Berkshire Hathaway's Latest Earnings With Warren Buffett as CEO
↗
November 15, 2025
Via
The Motley Fool
Topics
Bonds
Retirement
Tickers
BRK
BRK-A
BRK-B
Exposures
Debt Markets
Pension
< Previous
1
2
...
11
12
13
14
15
16
17
18
19
...
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.