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
Next >
W3S Group is Helping the Next Generation of Web3 Users with their Comprehensive Academy
March 03, 2023
Via
Get News
Topics
Artificial Intelligence
Brexit
Exposures
Artificial Intelligence
Brexit
Design911 Open Doors to New European Porsche Parts Warehouse
January 19, 2023
Via
Prodigy
Topics
Brexit
Exposures
Brexit
How the Care Business Based in Midlands UK has been Rescued from Failure.
November 30, 2022
Via
Get News
Topics
Brexit
Supply Chain
Exposures
Brexit
Supply Chain
New Zealanders Can Now Apply For Canadian Visas Online
October 31, 2022
Via
AB Newswire
Topics
Brexit
Tickers
V
Exposures
Brexit
£30M Milestone reached by Xander Wealth Commercial Finance
October 12, 2022
Via
Get News
Topics
Brexit
Exposures
Brexit
UK Healthcare Communications and Events Agency expands into Europe
June 07, 2022
Via
Get News
Topics
Brexit
Exposures
Brexit
Could the Crash of the Pound Cause the Fed to Blink on Rates?
October 10, 2022
Via
MarketBeat
Topics
Bonds
Brexit
Derivatives
Exposures
Brexit
Debt Markets
Derivatives
Website Building Lifetime Service Packages Now Available from Get Pixabiz
October 03, 2022
Via
Press Advantage
Topics
Brexit
Exposures
Brexit
Get Pixabiz Offers Various Website Design Packages
September 27, 2022
Via
Press Advantage
Topics
Brexit
Exposures
Brexit
Anthony Pellegrino, Registered Investment Adviser at Goldstone Financial Group, Featured in Kiplinger
July 27, 2022
From
Goldstone Financial Group
Via
AccessWire
Topics
Brexit
Economy
Regulatory Compliance
Exposures
Brexit
Economy
Legal
Outlier Ventures hires accomplished COO, Nathalie Oestmann and Web3 executive Benjamin Meyer
July 14, 2022
Via
Get News
Topics
Brexit
Exposures
Brexit
COVID-19
International Removal Company Shares Their Customers' Advice On Moving Overseas
July 06, 2022
Via
Press Advantage
Topics
Brexit
Exposures
Brexit
COVID-19
Brookfield Investment Management Firm to Open German Office
July 01, 2022
Via
SBWire
Topics
Brexit
Economy
Exposures
Brexit
Economy
Commerzbank Entry in Crypto Hints at Growing Financial Services Trend
July 01, 2022
Via
SBWire
Topics
Brexit
Economy
Exposures
Brexit
Economy
M&A Driving Business for UK Asset Management Growth
June 30, 2022
Via
SBWire
Topics
Brexit
Economy
Tickers
RY
TSX:RY
Exposures
Brexit
Economy
Red Hot Fintech Recruitment Market Frustrates Startups
June 30, 2022
Via
SBWire
Topics
Brexit
Economy
Exposures
Brexit
Economy
Interest Rates
The sadness behind the one-way ticket of Hong Kong people immigrating to the UK
June 28, 2022
Via
Get News
Topics
Brexit
Economy
Immigration
Exposures
Brexit
Economy
Immigration
Limmat Wealth Looks to Expand Asset Management Operations in Zurich
June 02, 2022
Via
SBWire
Topics
Brexit
Economy
Exposures
Brexit
Economy
Despite £2.3bn subsidies, property development could stall as developers face severe threats
May 12, 2022
Via
PR Distribution
Topics
Brexit
Exposures
Brexit
How to write a CV that stands out – Tips from recruiters
May 11, 2022
Via
Syndication Cloud
Topics
Brexit
Exposures
Brexit
COVID-19
EarlyBirds Is Highlighting Companies Working On Supply Chain Innovation To Build The Future Of Logistics
May 10, 2022
Via
Press Advantage
Topics
Brexit
Economy
Exposures
Brexit
COVID-19
Economy
International License British Driving Overseas after Brexit Get their International Driving License (IDP)
May 09, 2022
Via
Get News
Topics
Brexit
Exposures
Brexit
Allianz Investment Management Portfolio Increases to EUR 11.6Bn
May 02, 2022
Via
SBWire
Topics
Brexit
Economy
Exposures
Brexit
Economy
German Retail Firms Planning to Launch Embedded Finance Schemes
May 02, 2022
Via
SBWire
Topics
Brexit
Economy
Exposures
Brexit
Economy
Demand for Risk and Compliance Jobs Soars in the UK
April 29, 2022
Via
SBWire
Topics
Brexit
Economy
Exposures
Brexit
Economy
Asset Management Recruiters Target Hedge Fund Glen Point Capital
April 29, 2022
Via
SBWire
Topics
Brexit
Economy
Exposures
Brexit
Economy
Inemmo Is Redefining the Concept of ‘Levelling Up’ by Reaching Out to as well as Mentoring Youths in Underserved and Marginalised Communities
April 25, 2022
Via
AB Newswire
Topics
Brexit
Exposures
Brexit
Inemmo Is Redefining the Concept of ‘Levelling Up’ by Reaching Out to and Mentoring Youths in Underserved and Marginalised Communities
April 18, 2022
Via
AB Newswire
Topics
Brexit
Exposures
Brexit
Students embark on their 14-mile cycle from the school to DFDS North Shields before their trip to Amsterdam
March 24, 2022
Via
PRLog
Topics
Brexit
Exposures
Brexit
Cosmin Ugaen Drops More Post-BREXIT Content Under Cosmin Ugaen Community Interest Company
March 18, 2022
Via
Get News
Topics
Brexit
Exposures
Brexit
< Previous
1
2
3
4
5
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.