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 >
US Stocks Find Footing Amidst Stabilizing Bond Yields and Bitcoin's Resurgence
December 02, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
AVGO
BLDR
CLSK
COIN
DHI
GOOGL
Exposures
Artificial Intelligence
Debt Markets
Economy
Can the Bull Run Continue? Global Equity Markets Eye Unprecedented Fourth Year of Strong Gains
December 02, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
GOOGL
MSFT
NVDA
PSA
TSM
Exposures
Artificial Intelligence
Debt Markets
Economy
Fed Rate Cut Hopes Ignite Wall Street Rebound: What Investors Need to Know
December 02, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
Tickers
DHI
GS
JPM
LEN
NSA
O
Exposures
Artificial Intelligence
Debt Markets
Economy
Navigating December's Rocky Start: How the Dow is Regaining Momentum
December 02, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
COIN
CRDO
HOOD
MDB
MSTR
RIOT
Exposures
Artificial Intelligence
Debt Markets
Economy
Bitcoin's Tumultuous Ride: Holding Below $90,000 Amidst Market Fluctuations
December 02, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
COIN
MARA
MSTR
RIOT
Exposures
Artificial Intelligence
Debt Markets
Economy
Wall Street's Tentative Triumph: Dow, S&P 500, Nasdaq Edge Higher Amidst Shifting Tides
December 02, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
GOOGL
META
MRK
MSFT
NKE
Exposures
Artificial Intelligence
Debt Markets
Intellectual Property
Stock Indexes Push Higher on Strength in Chip Makers
December 02, 2025
Via
Barchart.com
Topics
Artificial Intelligence
Bonds
Economy
Tickers
BA
Exposures
Artificial Intelligence
Debt Markets
Economy
Oracle Stock Punished Further By OpenAI Fears As Analysts Offer Opposing Takes
↗
December 02, 2025
Via
Investor's Business Daily
Topics
Artificial Intelligence
Bonds
Tickers
DB
MSFT
ORCL
Exposures
Artificial Intelligence
Debt Markets
Woody Bradshaw Expands “Bestest Ever Friend” Into a National Movement Celebrating Dogs, Family, and Community Life
December 02, 2025
Via
Press Release Distribution Service
Topics
Bonds
Tickers
CHWY
Exposures
Debt Markets
Can This Dividend King Outlast A Recession And Grow Its Payout For 7 More Years?
↗
December 02, 2025
Via
The Motley Fool
Topics
Bonds
Economy
Tickers
COKE
KO
Exposures
Debt Markets
Economy
Disney’s Fox and Rabbit Steal the Show as Bitcoin Crash and Soft ISM Data Knock Wall Street Lower
↗
December 02, 2025
Via
Chartmill
Topics
Bonds
Tickers
AAPL
B
DIS
GOOG
LEG
MSTR
Exposures
Debt Markets
3 Low-Volatility Stocks We Find Risky
December 01, 2025
Via
StockStory
Topics
Bonds
Tickers
ETSY
ICUI
MKTX
Exposures
Debt Markets
Why Try Brings the Funny to Independent Comedy Web Series
December 01, 2025
Via
Press Release Distribution Service
Topics
Bonds
Exposures
Debt Markets
TLT Just Flashed A Print Everyone Missed
↗
December 01, 2025
Via
Talk Markets
Topics
Bonds
Exposures
Debt Markets
Global Markets Brace as Treasury Yields Surge Amidst BOJ Speculation and Risk Aversion
December 01, 2025
Via
MarketMinute
Topics
Bonds
Economy
Stocks
Tickers
AAPL
BAC
DHI
DUK
JPM
MET
Exposures
Debt Markets
Economy
Interest Rates
Cryptocurrency Market Plunges: Bitcoin Leads Trillion-Dollar Rout, Shaking Investor Confidence
December 01, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
BITF
BLK
COIN
HIVE
HOOD
HUT
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
Global Markets Brace for Impact: A Deep Dive into the December 2025 'Risk-Off' Shift
December 01, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Climate Change
Tickers
AAPL
BAC
DIS
F
HMC
JNJ
Exposures
Artificial Intelligence
Climate
Debt Markets
Treasury Yields Surge Amid Global Shifts and Fiscal Concerns: A Deep Dive into Market Implications
December 01, 2025
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tickers
AAPL
BAC
DHI
DUK
JPM
LW
Exposures
Debt Markets
Economy
Interest Rates
BoJ Governor's Hawkish Hints Ignite Global Markets: A New Era for Japanese Monetary Policy Dawns
December 01, 2025
Via
MarketMinute
Topics
Bonds
Economy
World Trade
Tickers
TM
Exposures
Debt Markets
Economy
Interest Rates
Tech Sector Stumbles as 'Risk-Off' Sentiment Grips Markets Amid Bitcoin Selloff
December 01, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
COIN
COMP
GOOGL
HOOD
META
Exposures
Artificial Intelligence
Debt Markets
Economy
Virtus Convertible & Income Fund II's Preferred Stock (NCZ.PR.A) Declares Robust 6.61% Forward Yield Dividend, A Beacon for Income Investors
December 01, 2025
Via
MarketMinute
Topics
Bonds
Economy
Tickers
NCZ
Exposures
Debt Markets
Interest Rates
Bitcoin's Plunge Drags Crypto Giants Like Coinbase into the Red
December 01, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
Tickers
COIN
HOOD
MSTR
RIOT
Exposures
Artificial Intelligence
Debt Markets
Derivatives
AI, Volatility, and the Elusive Santa Rally: Reshaping December 2025 Investment Strategies
December 01, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
AMD
AMZN
ASML
AVGO
GOOGL
MSFT
Exposures
Artificial Intelligence
Debt Markets
Economy
Global Headwinds Ground Dow: Boeing (NYSE: BA) Slips Amidst Broader Market Retreat
December 01, 2025
Via
MarketMinute
Topics
Bonds
Economy
Stocks
Tickers
BA
SPR
Exposures
Boeing 737
Debt Markets
Economy
Big Tech Braces for Impact as Risk-Off Sentiment Grips Markets: Apple Navigates Choppy Waters
December 01, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
MSFT
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
MicroStrategy's Bitcoin Bet Under Fire: Market Cap Plunges Below Crypto Holdings Amid Sharp Market Shock
December 01, 2025
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
AMD
BITF
CLSK
COIN
CORZ
GME
Exposures
Debt Markets
Interest Rates
Stocks Retreat as Bond Yields Rise
December 01, 2025
Via
Barchart.com
Topics
Bonds
Stocks
Exposures
Debt Markets
US Equities
U.S. National Debt Soars Past $38 Trillion as Gold and Silver Shine in Late 2025
December 01, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
ABX
BAC
FNV
GOLD
JPM
NEM
Exposures
Artificial Intelligence
COVID-19
Debt Markets
Fed Rate Cut Hopes Ignite Gold and Silver Rally: A New Dawn for Precious Metals?
December 01, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
ABX
AEM
AG
EXK
GOLD
GS
Exposures
Artificial Intelligence
Debt Markets
Economy
Software Developer Launches Apparel Brand Designed Around the Daily Pain Points of IT and Engineering Professionals
December 01, 2025
Via
AB Newswire
Topics
Bonds
Exposures
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.