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 >
WMO Warns El Niño Could Return by May as Global Extreme Weather Risks Rise
April 30, 2026
Via
MerxWire
Topics
Climate Change
Exposures
Climate
San Francisco To Napa Sprinter Van For Private Wine Tours: Service Announced
April 29, 2026
Via
Press Release Distribution Service
Topics
Climate Change
Exposures
Climate
Readers’ Favorite announces the review of the Fiction – Visionary book “The Life We Have” by T.D. Holt
April 28, 2026
Via
Get News
Topics
Artificial Intelligence
Climate Change
Exposures
Artificial Intelligence
Climate
Top Custom OEM Battery Power Generators Factories People Should Know?
April 28, 2026
Via
AB Newswire
Topics
Climate Change
Economy
Emissions
Exposures
Climate
Supply Chain
International Youth Talk Advances Dialogue on Future-Ready Agriculture
April 28, 2026
Via
Press Release Distribution Service
Topics
Climate Change
Exposures
Climate
Istanbul's Arnavutkoy Highlights Zero-Waste Progress at the UN in New York
April 27, 2026
Via
Newsfile
Topics
Climate Change
Exposures
Climate
AISIX Solutions Inc. Announces Contract Renewal With Redzone A Provider Of Underwriting Solutions For The Insurance Industry
April 24, 2026
Via
Newsfile
Topics
Climate Change
Tickers
AISXF
OTC
TSX-V:AISX
Exposures
Climate
Climate Change Puts Renewables Under Increased Pressure
April 24, 2026
Via
Investor Brand Network
Topics
Climate Change
Economy
Tickers
VMAR
Exposures
Climate
Economy
Francesco Saltarelli of Montreal Champions Sustainable Urban Living Through Thoughtful Outdoor Design
April 23, 2026
Via
24-7 Press Release
Topics
Climate Change
Exposures
Climate
Parshall Pest Control Experts Explains 2026 Bug Barometer Forecast for Grand Rapids: Earlier, More Intense Pest Season in the Changing Climate
April 21, 2026
Via
Press Advantage
Topics
Climate Change
Exposures
Climate
Best Quality Artridge Nut Supply for Global Buyers?
April 21, 2026
Via
AB Newswire
Topics
Climate Change
Economy
Supply Chain
Exposures
Climate
Supply Chain
Parshall Pest Control Experts Explains 2026 Bug Barometer Forecast for Traverse City: Earlier, More Intense Mosquito, Tick, Ant, and Cockroach Season in the Changing Climate
April 20, 2026
Via
Press Advantage
Topics
Climate Change
Exposures
Climate
From Neighborhoods to Nations: Lions Clubs International Unites People to Protect the Environment
April 20, 2026
Via
Newsfile
Topics
Climate Change
Exposures
Climate
1 Unprofitable Stock for Long-Term Investors and 2 That Underwhelm
April 20, 2026
Via
StockStory
Topics
Climate Change
Tickers
BMBL
PL
SEDG
Exposures
Climate
Multi-Line Insurance Stocks Q4 Teardown: AIG (NYSE:AIG) Vs The Rest
April 16, 2026
Via
StockStory
Topics
Climate Change
Tickers
AIG
HIG
Exposures
Climate
A Look Back at Data & Business Process Services Stocks’ Q4 Earnings: Planet Labs (NYSE:PL) Vs The Rest Of The Pack
April 16, 2026
Via
StockStory
Topics
Climate Change
Tickers
BR
PL
Exposures
Climate
Ramon Aparece Jr. Shares Key Trends Shaping Golf & Sustainability
April 14, 2026
Via
Get News
Topics
Climate Change
Exposures
Climate
NetworkNewsBreaks – Beyond Meat, Inc. (NASDAQ: BYND) Collapse From $14B Darling To Penny Stock Reflects Deeper Structural Issues
April 13, 2026
Via
Investor Brand Network
Topics
Climate Change
Initial Public Offering
Tickers
BYND
Exposures
Climate
Securities Market
Cameco in 3 Years: What the Energy Supercycle Could Mean for This Stock
↗
April 13, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Climate Change
Tickers
BAM
CCJ
Exposures
Artificial Intelligence
Climate
2 Stocks Under $50 to Target This Week and 1 We Find Risky
April 13, 2026
Via
StockStory
Topics
Climate Change
Retirement
Tickers
BKD
OSBC
PL
Exposures
Climate
Pension
3 Reasons We’re Fans of Planet Labs (PL)
April 13, 2026
Via
StockStory
Topics
Climate Change
Tickers
PL
Exposures
Climate
Property & Casualty Insurance Stocks Q4 In Review: Trupanion (NASDAQ:TRUP) Vs Peers
April 12, 2026
Via
StockStory
Topics
Climate Change
Economy
Tickers
FAF
TRUP
Exposures
Climate
Interest Rates
Q4 Earnings Roundup: Bowhead Specialty (NYSE:BOW) And The Rest Of The Property & Casualty Insurance Segment
April 12, 2026
Via
StockStory
Topics
Climate Change
Economy
Tickers
BOW
Exposures
Climate
Interest Rates
Platinum Air Care Publishes 2026 Ontario Indoor Air Quality Report
April 10, 2026
Via
AB Newswire
Topics
Climate Change
Death
Exposures
Climate
Death
Chevron (CVX) Deep-Dive: The Return of the Energy Shock Premium
April 09, 2026
Via
Finterra
Topics
Artificial Intelligence
Climate Change
Economy
Tickers
BP
CVX
PSX
SHEL
TTE
TX
Exposures
Artificial Intelligence
Climate
Economy
Exxon Mobil (XOM) Deep Dive: The Return of the Supermajor in a $100 Oil World
April 09, 2026
Via
Finterra
Topics
Artificial Intelligence
Climate Change
Economy
Tickers
BLK
BP
CVX
SHEL
XOM
Exposures
Artificial Intelligence
Climate
Economy
Q4 Earnings Roundup: Broadridge (NYSE:BR) And The Rest Of The Data & Business Process Services Segment
April 08, 2026
Via
StockStory
Topics
Climate Change
Tickers
BR
PL
Exposures
Climate
Türkiye Positions COP31 vision at UN meetings in New York
April 07, 2026
Via
Press Release Distribution Service
Topics
Climate Change
Economy
Exposures
Climate
Economy
Spotting Winners: Fidelity National Financial (NYSE:FNF) And Property & Casualty Insurance Stocks In Q4
April 06, 2026
Via
StockStory
Topics
Climate Change
Economy
Tickers
FIS
FNF
Exposures
Climate
Interest Rates
Spotting Winners: HCI Group (NYSE:HCI) And Property & Casualty Insurance Stocks In Q4
April 05, 2026
Via
StockStory
Topics
Climate Change
Economy
Initial Public Offering
Tickers
FAF
HCI
Exposures
Climate
Interest Rates
Securities Market
< 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.