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
...
18
19
20
21
22
23
24
25
26
...
99
100
Next >
2 Small-Cap Stocks to Research Further and 1 to Think Twice About
July 04, 2025
Via
StockStory
Topics
Climate Change
Tickers
PL
SPXC
WNC
Exposures
Climate
Q1 Earnings Roundup: CNA Financial (NYSE:CNA) And The Rest Of The Property & Casualty Insurance Segment
July 03, 2025
Via
StockStory
Topics
Bonds
Climate Change
Economy
Tickers
CNA
ROOT
Exposures
Climate
Debt Markets
Interest Rates
Q1 Rundown: Trupanion (NASDAQ:TRUP) Vs Other Property & Casualty Insurance Stocks
July 03, 2025
Via
StockStory
Topics
Climate Change
Economy
Tickers
ROOT
TRUP
Exposures
Climate
Interest Rates
AISIX Solutions Inc. Extends Climate Risk Data Partnership with OctoAI Technologies for Another Year
July 03, 2025
Via
Newsfile
Topics
Climate Change
Tickers
AISXF
OTC
TSX-V:AISX
Exposures
Climate
Launch of the Multinational Global Economic Alliance 9S UNION at GIFPP Bangkok
June 20, 2025
Via
GlobePRwire
Topics
Artificial Intelligence
Climate Change
Exposures
Artificial Intelligence
Climate
Spotting Winners: Radian Group (NYSE:RDN) And Property & Casualty Insurance Stocks In Q1
July 02, 2025
Via
StockStory
Topics
Climate Change
Economy
Tickers
RDN
ROOT
Exposures
Climate
Interest Rates
New Book “Corefall,” The Fight Between People And A Burning Earth Is Made Clear
July 02, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Climate Change
Exposures
Artificial Intelligence
Climate
Agriculture Carbon Sequestration Market to Reach $912.9 Million by 2034 | BIS Research
June 30, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Climate Change
Emissions
Exposures
Artificial Intelligence
Climate
The New Architecture of Contrast in Palm Beach
June 30, 2025
Via
AB Newswire
Topics
Climate Change
Exposures
Climate
Launch of the Multinational Global Economic Alliance 9S UNION at GIFPP Bangkok
June 19, 2025
Via
GlobePRwire
Topics
Artificial Intelligence
Climate Change
Exposures
Artificial Intelligence
Climate
iVoice launches community collaboration platforms across the UK
June 30, 2025
Via
Get News
Topics
Artificial Intelligence
Climate Change
Exposures
Artificial Intelligence
Climate
$796,000 in Q2 Revenue Marks Highest Earnings to Date on 3 Trailing Quarters of Profitability in Multi-Billion Homebuilding Sector: Stock Symbol: IVDN
June 30, 2025
Via
PRLog
Topics
Climate Change
Emissions
Intellectual Property
Exposures
Climate
Intellectual Property
Hamilton Insurance Group (NYSE:HG) Q1 Earnings: Leading The Reinsurance Pack
June 29, 2025
Via
StockStory
Topics
Climate Change
Economy
Tickers
ACGL
HG
Exposures
Climate
Interest Rates
Property & Casualty Insurance Stocks Q1 Results: Benchmarking Progressive (NYSE:PGR)
June 26, 2025
Via
StockStory
Topics
Climate Change
Economy
Tickers
PGR
ROOT
Exposures
Climate
Interest Rates
Reinsurance Stocks Q1 Highlights: Everest Group (NYSE:EG)
June 26, 2025
Via
StockStory
Topics
Climate Change
Economy
Tickers
EG
HG
Exposures
Climate
Interest Rates
Food for Thought: How Diets Affect Animals, Health, and the Planet
June 26, 2025
Via
AB Newswire
Topics
Climate Change
Emissions
Exposures
Climate
Q1 Earnings Outperformers: Essent Group (NYSE:ESNT) And The Rest Of The Property & Casualty Insurance Stocks
June 25, 2025
Via
StockStory
Topics
Climate Change
Economy
Tickers
ESNT
ROOT
Exposures
Climate
Interest Rates
AISIX Solutions Inc. Identifies Top 10 Canadian Oil and Gas Sites at Risk of Wildfires Given Historical Fire Patterns and Top 10 Oil and Gas Fields With Highest Increase in Wildfire Probability
June 25, 2025
Via
Newsfile
Topics
Climate Change
Tickers
AISXF
OTC
TSX-V:AISX
Exposures
Climate
Eco Wave Power and AltaSea Align on Official Launch Date for First-Ever U.S. Wave Energy Project at the Port of Los Angeles
June 25, 2025
Via
Newsfile
Topics
Climate Change
Tickers
WAVE
Exposures
Climate
1 Unprofitable Stock to Consider Right Now and 2 to Question
June 25, 2025
Via
StockStory
Topics
Climate Change
Tickers
PESI
PL
RXO
Exposures
Climate
Explore Arctic Wildlife and Climate Change with Polar Journal AG's Innovative Interactive Features
June 24, 2025
Via
Press Advantage
Topics
Climate Change
Economy
Exposures
Climate
Economy
AA Limo Global Service Revolutionizes Fleet with Eco-Friendly Electric Vehicles
June 24, 2025
Via
Press Advantage
Topics
Climate Change
Emissions
Exposures
Climate
Harbor Property Management in San Pedro Launches Comprehensive Emergency Preparedness Plan for Coastal Properties
June 24, 2025
Via
AB Newswire
Topics
Climate Change
Exposures
Climate
8Rental Promotes the Most Eco-Friendly Way to Travel Europe in Groups: Minibus Rental with Driver Leads the Green Trend
June 23, 2025
Via
AB Newswire
Topics
Climate Change
Emissions
Exposures
Climate
$796,000 in Q2 Sales Delivers Highest Earnings to Date on 3 Trailing Quarters of Profitability: Innovative Designs, Inc. (Symbol: IVDN)
June 23, 2025
Via
Get News
Topics
Climate Change
Emissions
Intellectual Property
Exposures
Climate
Intellectual Property
Supply Chain
Australia’s ‘solar godfather’: Vietnam leads Southeast Asia’s clean energy transition
June 23, 2025
Via
MediaOutReach
Topics
Climate Change
Exposures
Climate
Blockchain and Sustainability: Can Crypto Contribute to a Greener Future?
June 20, 2025
Via
24-7 Press Release
Topics
Climate Change
Exposures
Climate
American Water Damage Restoration LLC Expands Preventive Services Amid Rising Water Damage Risks from Aging Infrastructure and Climate Change
June 19, 2025
Via
AB Newswire
Topics
Climate Change
Exposures
Climate
CoreFall by Barrie Anthony Carter: The Earthquake Thriller That’s Shaking Up Sci-Fi
June 18, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Climate Change
Exposures
Artificial Intelligence
Climate
West Hampstead's Leading Optician Debuts New Maui Jim Prescription Sunglasses
June 18, 2025
Via
Press Release Distribution Service
Topics
Climate Change
Tickers
F
Exposures
Climate
< Previous
1
2
...
18
19
20
21
22
23
24
25
26
...
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.