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
...
17
18
19
20
21
22
23
24
25
...
99
100
Next >
Reflecting On Reinsurance Stocks’ Q1 Earnings: Arch Capital Group (NASDAQ:ACGL)
July 15, 2025
Via
StockStory
Topics
Climate Change
Economy
Tickers
ACGL
Exposures
Climate
Interest Rates
POP Movement Announces Game-Changing Approach to Empowering Youth in Climate Leadership
July 15, 2025
Via
Press Release Distribution Service
Topics
Climate Change
Exposures
Climate
Global Carbon Farming Market to Reach $2.34 Billion by 2034, Driven by Carbon Credits and Sustainable Agriculture Adoption
July 14, 2025
Via
AB Newswire
Topics
Climate Change
Emissions
Exposures
Climate
Triadex Deepens Commitment to Climate Action with Renewed National Forest Foundation Partnership
July 14, 2025
Via
Get News
Topics
Climate Change
Emissions
Exposures
Climate
2 Momentum Stocks to Research Further and 1 to Be Wary Of
July 14, 2025
Via
StockStory
Topics
Artificial Intelligence
Climate Change
Tickers
PL
SMCI
TDOC
Exposures
Artificial Intelligence
Climate
Property & Casualty Insurance Stocks Q1 Recap: Benchmarking Travelers (NYSE:TRV)
July 13, 2025
Via
StockStory
Topics
Climate Change
Economy
Tickers
ROOT
TRV
Exposures
Climate
Interest Rates
Dutch Startup Develops Highly Sensitive Field Test for Infectious Diseases
July 11, 2025
Via
Investor Brand Network
Topics
Climate Change
Tickers
BMWYY
SNGX
Exposures
Climate
Q1 Earnings Outperformers: Assured Guaranty (NYSE:AGO) And The Rest Of The Property & Casualty Insurance Stocks
July 10, 2025
Via
StockStory
Topics
Bonds
Climate Change
Economy
Tickers
AGO
Exposures
Climate
Debt Markets
Interest Rates
KingFood Releases Urgent Consumer Advisory on Safe Food Handling After Fire and Smoke Exposure
July 10, 2025
Via
AB Newswire
Topics
Climate Change
Exposures
Climate
Product Safety
The Global Semiconductor Industry Risks Being Hampered by Looming Copper Shortage, PwC Report Says
July 10, 2025
Via
Investor Brand Network
Topics
Climate Change
Tickers
TSM
Exposures
Climate
Property & Casualty Insurance Stocks Q1 Highlights: Skyward Specialty Insurance (NASDAQ:SKWD)
July 09, 2025
Via
StockStory
Topics
Climate Change
Economy
Tickers
ROOT
SKWD
Exposures
Climate
Interest Rates
Property & Casualty Insurance Stocks Q1 Recap: Benchmarking Old Republic International (NYSE:ORI)
July 09, 2025
Via
StockStory
Topics
Climate Change
Economy
Tickers
ORI
ROOT
Exposures
Climate
Interest Rates
Doudlah Farms Organics Achieves Regenerative Organic Certified Status, Recognized for Leadership in Soil Health and Social Fairness
July 09, 2025
Via
Press Release Distribution Service
Topics
Climate Change
Exposures
Climate
Ethanol
RestaurantFurniture Introduces Eco-Friendly Tables as Hemp and Sustainable Materials Gain Industry Momentum
July 09, 2025
Via
AB Newswire
Topics
Climate Change
Emissions
Exposures
Climate
Polar Valve Unveils Freeze-Proof Outdoor Faucet to Tackle Climate-Driven Winter Storms
July 09, 2025
Via
AB Newswire
Topics
Climate Change
Exposures
Climate
Reflecting On Property & Casualty Insurance Stocks’ Q1 Earnings: American Financial Group (NYSE:AFG)
July 08, 2025
Via
StockStory
Topics
Climate Change
Economy
Tickers
AFG
ROOT
Exposures
Climate
Interest Rates
Direct Air Capture Market Size, Share, Forecast 2024 – 2034 | Top key players
July 08, 2025
Via
AB Newswire
Topics
Climate Change
Emissions
Exposures
Climate
Eco Wave Power Shareholders Approve Continued Buyback Authorization for American Depositary Shares at 2025 AGM
July 08, 2025
Via
Newsfile
Topics
Climate Change
Tickers
WAVE
Exposures
Climate
5 Benefits of Using Renewable Energy That Aren’t Commonly Talked About
July 08, 2025
Via
Investor Brand Network
Topics
Climate Change
Economy
Tickers
CBOE
SUUN
Exposures
Climate
Economy
1 Cash-Burning Stock with Competitive Advantages and 2 to Steer Clear Of
July 08, 2025
Via
StockStory
Topics
Bankruptcy
Climate Change
Tickers
LINC
PL
SNBR
Exposures
Climate
Financial
Legal
2 Reasons to Watch PL and 1 to Stay Cautious
July 08, 2025
Via
StockStory
Topics
Climate Change
Tickers
PL
Exposures
COVID-19
Climate
Q1 Earnings Highlights: Mercury General (NYSE:MCY) Vs The Rest Of The Property & Casualty Insurance Stocks
July 07, 2025
Via
StockStory
Topics
Climate Change
Economy
Tickers
MCY
ROOT
Exposures
Climate
Interest Rates
Global Experts and Scholars Discuss Ecological Civilization: Green Transition and Multilateral Cooperation
July 07, 2025
Via
Press Release Distribution Service
Topics
Climate Change
Exposures
Climate
Revolutionizing Agriculture: NFT Hydroponics Gains Traction as Sustainable Farming Solution
July 07, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Climate Change
Exposures
Artificial Intelligence
Climate
The Future of Sustainable and High-Yield Agriculture
July 07, 2025
Via
AB Newswire
Topics
Climate Change
Exposures
Climate
Global Eco forum in China's Guiyang highlights Green Transformation
July 07, 2025
Via
MediaOutReach
Topics
Climate Change
Exposures
Climate
Q1 Earnings Roundup: Markel Group (NYSE:MKL) And The Rest Of The Property & Casualty Insurance Segment
July 06, 2025
Via
StockStory
Topics
Climate Change
Economy
Tickers
BRK-A
BRK-B
MKL
Exposures
Climate
Interest Rates
Spotting Winners: Trupanion (NASDAQ:TRUP) And Property & Casualty Insurance Stocks In Q1
July 06, 2025
Via
StockStory
Topics
Climate Change
Economy
Tickers
ROOT
TRUP
Exposures
Climate
Interest Rates
Judith A. Ewa Announces New Children's Book, Bibi Saves the Trees, a Bestselling Release in Environmental Awareness
July 06, 2025
Via
Press Release Distribution Service
Topics
Climate Change
Exposures
Climate
Save Earth Mission Concludes Grand Vision Unveiling; Launches Global Tree Plantation Campaign
July 04, 2025
Via
Newsfile
Topics
Climate Change
Exposures
Climate
< Previous
1
2
...
17
18
19
20
21
22
23
24
25
...
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.