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 >
ExxonMobil on the Cusp: Q3 Earnings Prospects Emerge Amidst Volatile Oil Markets
October 29, 2025
Via
MarketMinute
Topics
Climate Change
Emissions
Energy
Tickers
BP
CVX
JPM
SHEL
XOM
Exposures
Climate
Fossil Fuels
Layoff
Texas's Bumper Harvest Faces Storage Crisis, Threatening Farmer Profits and Shaking Commodity Markets
October 29, 2025
Via
MarketMinute
Topics
Climate Change
Economy
Tickers
ADM
BG
FDX
TSN
UPS
Exposures
Climate
Ethanol
Supply Chain
North American Miners Flood Market with Shares: A Paradox Amidst Gold's Ascent
October 29, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Climate Change
Tickers
ABX
ASX:MIN
GOLD
HYMC
MP
NEM
Exposures
Artificial Intelligence
Climate
The latest news and technological innovations in the coffee bean industry
October 29, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Climate Change
Tickers
KO
Exposures
Artificial Intelligence
Climate
Bill Gates 'Lost A Fortune' Shorting Tesla Amid Climate Stance Shift, Says Chamath Palihapitiya: '...Experiment Is Over'
↗
October 29, 2025
Via
Benzinga
Topics
Climate Change
Tickers
AMZN
MSFT
TSLA
Exposures
Climate
Federal Reserve Navigates Uncharted Waters: Inflation, Political Pressure, and Data Blackout Converge on Rate Decision
October 28, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Climate Change
Tickers
AAPL
AMZN
BAC
DHI
DUK
JPM
Exposures
Artificial Intelligence
Climate
Debt Markets
Africa's Growing Hunger: A Continent Grapples with Soaring Food Imports Amidst Domestic Production Woes
October 28, 2025
Via
MarketMinute
Topics
Climate Change
Economy
Supply Chain
Tickers
ADM
BG
Exposures
Climate
Interest Rates
Supply Chain
Canola and Wheat Futures Surge on Trade Optimism and Anticipated Fed Easing
October 28, 2025
Via
MarketMinute
Topics
Climate Change
Economy
Government
Tickers
ADM
BG
CAG
CF
COOT
CTVA
Exposures
Climate
Economy
Interest Rates
Scotts Miracle-Gro Halves Inventory with AI, Revolutionizing Supply Chain Efficiency
October 28, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Climate Change
Economy
Tickers
AI
AMZN
GOOGL
IT
MSFT
OTEX
Exposures
Artificial Intelligence
Climate
Supply Chain
The Green Revolution Goes Digital: How AI and Renewable Energy Are Cultivating a Sustainable Future for Food
October 28, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Climate Change
Economy
Tickers
AMZN
DE
MSFT
Exposures
Artificial Intelligence
Climate
Legal
AI-Powered Flood Prediction: A New Era of Public Safety and Environmental Resilience Dawns for Local Governments
October 28, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Climate Change
Tickers
GOOGL
MSFT
NVDA
Exposures
Artificial Intelligence
Climate
OpenAI Reimagined: A New Era for AI as Microsoft Partnership Solidifies Under Public Benefit Mandate
October 28, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Climate Change
Tickers
AMZN
GOOG
GOOGL
MSFT
Exposures
Artificial Intelligence
Climate
Wisconsin's Chocolate Industry at a Crossroads: Soaring Cocoa Prices and Tariffs Threaten Sweet Futures
October 28, 2025
Via
MarketMinute
Topics
Climate Change
Economy
Government
Tickers
HSY
MDLZ
Exposures
Climate
Political
Supply Chain
Global Sugar Prices Sink Amidst Abundant Supply, While Coffee Soars on Persistent Shortages
October 28, 2025
Via
MarketMinute
Topics
Climate Change
Economy
World Trade
Tickers
AGRO
CSAN
HSY
KDP
KO
MDLZ
Exposures
COVID-19
Climate
Ethanol
The Green Revolution: How Sustainable Investing and ESG Factors Are Reshaping Global Markets
October 28, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Climate Change
Tickers
BLK
CVX
MSCI
NEE
TSLA
XOM
Exposures
Artificial Intelligence
Climate
Debt Markets
Commodity Tides Turn: Oil's Dip and Gold's Surge Reshape Market Fortunes
October 28, 2025
Via
MarketMinute
Topics
Climate Change
Derivatives
Economy
Tickers
CVX
DE
GIS
KHC
XOM
Exposures
Climate
Derivatives
Economy
The Race for the Fed: Treasury Secretary Bessent's Shortlist Signals a Potential Monetary Policy Shift
October 27, 2025
Via
MarketMinute
Topics
Bonds
Climate Change
Economy
Tickers
AAPL
AMZN
BAC
BLK
DHI
JPM
Exposures
Climate
Debt Markets
Economy
LiqTech International: An Indirect Beneficiary in the Green Energy Revolution
October 27, 2025
Via
MarketMinute
Topics
Climate Change
Economy
Tickers
FSLR
LIQT
Exposures
Climate
Economy
US-China Trade Optimism Propels Markets to Uncharted Highs as Deal Nears
October 27, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Climate Change
Economy
Tickers
AAPL
ADM
BG
INTC
MP
QCOM
Exposures
Artificial Intelligence
Climate
Intellectual Property
The Carbon Crossroads: Can AI-Powered Technology Save the Planet from a Warming Future?
October 27, 2025
Via
Get News
Topics
Artificial Intelligence
Climate Change
Emissions
Exposures
Artificial Intelligence
Climate
The Green Revolution in Silicon: Charting a Sustainable Future for Semiconductor Manufacturing
October 27, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Climate Change
Economy
Tickers
AAPL
GFS
GOOGL
INTC
MSFT
Exposures
Artificial Intelligence
Climate
Economy
Quantum Dawn: Silicon’s Embrace of the Quantum Realm Reshapes Future Computing
October 27, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Climate Change
Economy
Tickers
FIS
GOOGL
IBM
INTC
IONQ
MSFT
Exposures
Artificial Intelligence
Climate
Economy
PBBM Orders Nationwide Holiday Price Freeze: A Festive Shield Against Soaring Commodity Prices
October 27, 2025
Via
MarketMinute
Topics
Climate Change
Economy
Supply Chain
Exposures
Climate
Economy
Interest Rates
Global Trade Chaos Squeezes Pacific Cocoa, Igniting Price Volatility and Reshaping Chocolate Industry
October 27, 2025
Via
MarketMinute
Topics
Climate Change
Derivatives
Economy
Exposures
Climate
Derivatives
Interest Rates
Global Wheat Market Navigates Volatility Amidst Tight Supplies and Geopolitical Crosscurrents
October 27, 2025
Via
MarketMinute
Topics
Climate Change
Economy
World Trade
Tickers
ADM
BG
CF
CTVA
GIS
K
Exposures
Climate
Interest Rates
Supply Chain
Beef and Veal Prices Soar Nearly 15%, Igniting Fresh Concerns Over Grocery Inflation
October 27, 2025
Via
MarketMinute
Topics
Climate Change
Economy
World Trade
Tickers
KR
MCD
TSN
WMT
Exposures
Climate
Economy
Interest Rates
2025 “Ten Years of Consensus,Five Years of Actions” Zero-Carbon Mission International Climate Summit Successfully Held
October 27, 2025
Via
Get News
Topics
Artificial Intelligence
Climate Change
Exposures
Artificial Intelligence
Climate
Middlesex Water Company Continues Decades-Long Dividend Streak with 5.88% Increase, Bolstering Utility Sector's Defensive Appeal
October 24, 2025
Via
MarketMinute
Topics
Climate Change
Tickers
AWK
CWT
DUK
ED
MSEX
WTRG
Exposures
Climate
Navigating the Volatile Tides: A Deep Dive into the 2025 Soft Commodities Market
October 24, 2025
Via
MarketMinute
Topics
Climate Change
Economy
World Trade
Tickers
ADM
AGRO
BG
BROS
CSAN
CULP
Exposures
Climate
Economy
Ethanol
Tropical Turmoil: Coffee and Cocoa Markets Grapple with Sky-High Prices and Supply Chain Chaos
October 24, 2025
Via
MarketMinute
Topics
Climate Change
Economy
World Trade
Tickers
HSY
JPM
MDLZ
SBUX
Exposures
Climate
Supply Chain
Tariff
< 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.