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
...
30
31
32
33
34
35
36
37
38
...
99
100
Next >
How Many People Really Save $1 Million for Retirement?
↗
December 21, 2025
Via
The Motley Fool
Topics
Bonds
Economy
Retirement
Tickers
FIS
Exposures
Debt Markets
Interest Rates
Pension
5 Vanguard ETFs to Buy and Hold for the Next Generation
↗
December 21, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Tickers
BND
VIG
VOO
VTI
VUG
Exposures
Debt Markets
Don't Need Your Required Minimum Distribution (RMD) Right Now? What Can You Do With the Cash Influx?
↗
December 21, 2025
Via
The Motley Fool
Topics
Bonds
Retirement
Tickers
FIS
Exposures
Debt Markets
Pension
All Of The World’s Investable Assets In One Visualization
↗
December 20, 2025
Via
Talk Markets
Topics
Bonds
Exposures
Debt Markets
Don’t Be So Negative
↗
December 19, 2025
Via
Talk Markets
Topics
Bonds
Exposures
Debt Markets
Forget Lucid Stock and Look at This EV Stock Instead
↗
December 20, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Electric Vehicles
Tickers
LCID
RIVN
TSLA
Exposures
Debt Markets
Electric Vehicles
Gold ETFs Boom: GLD Is Larger in Size But AAAU Is More Affordable
↗
December 20, 2025
Via
The Motley Fool
Topics
Bonds
Derivatives
ETFs
Tickers
AAAU
GS
Exposures
Debt Markets
Derivatives
SCHQ vs. VGLT: Vanguard's $14 Billion Giant or Schwab's Nimble Newcomer?
↗
December 20, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Tickers
SCHQ
SCHW
VGLT
Exposures
Debt Markets
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
↗
December 20, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Tickers
BLSH
COIN
CRCL
SDGR
Exposures
Debt Markets
My Top High-Yield ETF to Buy Before the End of the Year (and It's Not Even Close)
↗
December 20, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
SCHD
SCHW
Exposures
Debt Markets
Legal
Regulatory
Canada To Launch Sustainable Investment Taxonomy In 2026
↗
December 20, 2025
Via
Talk Markets
Topics
Bonds
Exposures
Debt Markets
2026 Market Outlook: Key Themes and Predictions
December 19, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
CEG
DVA
GEV
GOOGL
MSFT
NEE
Exposures
Artificial Intelligence
Debt Markets
Economy
U.S. Inflation Moderates Across Key Sectors
↗
December 19, 2025
Via
Talk Markets
Topics
Bonds
Economy
Exposures
Debt Markets
Interest Rates
Global Markets Surge as Bank of Japan Ends Era of Ultra-Low Rates Amid Cooling U.S. Inflation
December 19, 2025
Via
MarketMinute
Topics
Bonds
Economy
Tickers
HSBC
NKE
SSNLF
Exposures
Debt Markets
Economy
Interest Rates
The Great Decoupling: US Bond Market Stands Firm as Japan Ends the Era of Cheap Money
December 19, 2025
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
BAC
BLK
BND
GS
IBKR
JPM
Exposures
Debt Markets
Interest Rates
US Equities
Inflation Thaw: Cooling CPI Sparks Massive Year-End Rally as Markets Price in 2026 Rate Cuts
December 19, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
Tickers
CCL
FDX
GEV
LEN
MU
NKE
Exposures
Artificial Intelligence
Debt Markets
Economy
The Yen's Revenge: How the Bank of Japan’s Final 2025 Hike Sent Shockwaves Through Wall Street
December 19, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
FDX
MFG
MSFT
MUFG
NKE
Exposures
Artificial Intelligence
Debt Markets
Economy
Stocks Rally as Strength in Tech Boosts Market Sentiment
December 19, 2025
Via
Barchart.com
Topics
Bonds
Economy
Stocks
Tickers
ORCL
Exposures
Debt Markets
Interest Rates
US Equities
Market Isn't Positioned For Lower Bond Yields, But Trump's $2,000 Checks Could Change The 2026 Trade
↗
December 19, 2025
Via
Benzinga
Topics
Bonds
Government
Tickers
BAC
Exposures
Debt Markets
Political
The Great Convergence: Why Investors are Ditching the 'US-Only' Playbook as Global Yields Surge
December 19, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
DB
GOOGL
META
MFG
MUFG
NEE
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
The Data Fog Lifts: Wall Street Grapples with 'Catch-Up' Reports as Inflation Cools and Jobs Falter
December 19, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
AMZN
BAC
BLK
C
GS
Exposures
Artificial Intelligence
Debt Markets
Economy
The 2026 ETF Playbook: Navigating a Post-Pivot Market and the AI Software Revolution
December 19, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
AAPL
BLK
IVZ
MSFT
NVDA
QQQ
Exposures
Artificial Intelligence
Debt Markets
Economy
The Great Unwind: Japan’s Decisive Rate Hike Reshapes the Global Market Landscape
December 19, 2025
Via
MarketMinute
Topics
Bonds
Economy
Tickers
AVGO
HMC
JPM
MU
MUFG
NVDA
Exposures
Debt Markets
Interest Rates
Market Resilience: S&P 500 and Nasdaq Weather Mid-December Data Storm to Close Week Higher
December 19, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
Tickers
ADBE
CRM
JPM
MU
NVDA
WDC
Exposures
Artificial Intelligence
Debt Markets
Economy
Tianli Unveils Five-in-One Grinding Blocks: Multi-Function Design for Streamlined Surface Preparation
December 19, 2025
Via
AB Newswire
Topics
Bonds
Exposures
Debt Markets
The 2025 Market Finale: AI Resilience and Tariff Tensions Define the Year's Closing Act
December 19, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
DECK
DJT
MU
NKE
NOW
ORCL
Exposures
Artificial Intelligence
Debt Markets
Economy
The Reflation Revolution: Investors Rewrite the Playbook for a High-Growth, High-Inflation 2026
December 19, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
BLK
CAT
DUK
FCX
GS
JPM
Exposures
Artificial Intelligence
Debt Markets
Economy
The Tokyo Tectonic Shift: How Japan’s Rate Hikes are Redrawing the U.S. Yield Curve
December 19, 2025
Via
MarketMinute
Topics
Bonds
Economy
Tickers
AMT
ASX:TWR
DHI
GS
JPM
LEN
Exposures
Debt Markets
Economy
Interest Rates
Why Nike (NKE) Stock Is Down Today
December 19, 2025
Via
StockStory
Topics
Bonds
Economy
Stocks
Tickers
NKE
Exposures
Debt Markets
Interest Rates
US Equities
The Heat is On: Decoding Bank of America’s ‘Run it Hot’ Blueprint for a High-Octane 2026
December 19, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
AMZN
ASML
BAC
FCX
GEV
Exposures
Artificial Intelligence
Debt Markets
Economy
< Previous
1
2
...
30
31
32
33
34
35
36
37
38
...
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.