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
...
20
21
22
23
24
25
26
27
28
...
99
100
Next >
Univest Financial Corp (NASDAQ:UVSP) Reports Q3 2025 Earnings Beat with Strong Profit Growth
October 22, 2025
Via
Chartmill
Topics
Earnings
Tickers
UVSP
Exposures
Financial
FIRSTENERGY CORP (NYSE:FE) Q3 2025 Earnings Beat Estimates
October 22, 2025
Via
Chartmill
Topics
Earnings
Tickers
FE
Exposures
Financial
Lam Research Soars Past Q3 Estimates, Signaling Robust Semiconductor Equipment Market
October 22, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMAT
ASML
INTC
KLAC
LRCX
MU
Exposures
Artificial Intelligence
Financial
Supply Chain
Plexus’s (NASDAQ:PLXS) Q3 Sales Beat Estimates
October 22, 2025
Via
StockStory
Topics
Earnings
Tickers
PLXS
Exposures
Financial
CACI International Inc (NYSE:CACI) Reports Q1 2025 Earnings Beat, Strong Profitability, and Robust Contract Awards
October 22, 2025
Via
Chartmill
Topics
Earnings
Tickers
CACI
Exposures
Financial
Churchill Downs Inc (NASDAQ:CHDN) Q3 2025 Earnings: EPS Beats, Revenue Misses Estimates
October 22, 2025
Via
Chartmill
Topics
Earnings
Tickers
CHDN
Exposures
Financial
GLOBE LIFE INC (NYSE:GL) Posts Q3 2025 Earnings Beat Despite Revenue Miss
October 22, 2025
Via
Chartmill
Topics
Earnings
Tickers
GL
Exposures
Financial
Graco Inc. (NYSE:GGG) Reports Mixed Q3 2025 Results, Misses Revenue Estimates
October 22, 2025
Via
Chartmill
Topics
Earnings
Tickers
GGG
Exposures
Financial
Ribbon Communications Inc (NASDAQ:RBBN) Reports Q3 2025 Earnings Miss, Stock Tumbles
October 22, 2025
Via
Chartmill
Topics
Earnings
Tickers
RBBN
Exposures
Financial
Essential Properties Realty Trust (NYSE:EPRT) Reports Strong Q3 2025 Earnings, Beats Estimates
October 22, 2025
Via
Chartmill
Topics
Earnings
Tickers
EPRT
Exposures
Financial
Robert Half Inc (NYSE:RHI) Q3 2025 Earnings Fall Short of Revenue Estimates
October 22, 2025
Via
Chartmill
Topics
Earnings
Tickers
RHI
Exposures
Financial
Lam Research Corp (NASDAQ:LRCX) Posts Q1 FY2026 Earnings Beat Despite Revenue Miss
October 22, 2025
Via
Chartmill
Topics
Earnings
Tickers
LRCX
Exposures
Financial
Getty Realty Corp (NYSE:GTY) Q3 2025 Earnings Beat Estimates and Boost Full-Year Guidance
October 22, 2025
Via
Chartmill
Topics
Earnings
Tickers
GTY
Exposures
Financial
Viking Therapeutics (NASDAQ:VKTX) Reports Q3 2025 Earnings Miss and 2.8% After-Hours Decline
October 22, 2025
Via
Chartmill
Topics
Earnings
Tickers
VKTX
Exposures
Financial
ATEGRITY SPECIALTY HOLDINGS (NYSE:ASIC) Q3 2025 Earnings Beat Estimates, Sending Shares Higher
October 22, 2025
Via
Chartmill
Topics
Earnings
Tickers
ASIC
Exposures
Financial
Covenant Logistics Group Inc (NYSE:CVLG) Q3 2025 Earnings Miss Estimates, Stock Declines
October 22, 2025
Via
Chartmill
Topics
Earnings
Tickers
CVLG
Exposures
Financial
IBM Stock Slips Despite Q3 Earnings Beat, Raised Guidance On Strong AI-Related Demand
October 22, 2025
Via
Benzinga
Topics
Earnings
Tickers
IBM
Exposures
Financial
IBM Stock Slides Despite Earnings Beat, Boost To Sales Forecast
October 22, 2025
Via
Investor's Business Daily
Topics
Artificial Intelligence
Earnings
Stocks
Tickers
IBM
Exposures
Artificial Intelligence
Financial
US Equities
Amphenol (APH) Q3 2025 Earnings Call Transcript
October 22, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
APH
Exposures
Financial
M/I Homes (MHO) Q3 2025 Earnings Call Transcript
October 22, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
MHO
Exposures
Financial
AT&T CEO Touts Strongest Broadband Growth In 8 Years: Retail Joins The Party
October 22, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Tickers
T
XLC
Exposures
Artificial Intelligence
Financial
Caledonia Mining Shares Tumble: What's Driving the Downturn and What's Next for Gold Investors?
October 22, 2025
Via
MarketMinute
Topics
Earnings
Tickers
ABX
AU
CMCL
GOLD
NEM
Exposures
Financial
Boliden Shines Bright: Gold Rally Fuels Stellar Q3 2025 Earnings Amidst Mining Sector Boom
October 22, 2025
Via
MarketMinute
Topics
Derivatives
ETFs
Earnings
Tickers
ABX
ASX:BHP
ASX:RIO
AU
BHP
GOLD
Exposures
Derivatives
Financial
Interest Rates
Vertiv Q3 2025 Earnings Call Transcript
October 22, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
NVDA
VRT
Exposures
Financial
Why Pegasystems Stock Is Climbing Fast Today
October 22, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
PEGA
Exposures
Artificial Intelligence
Financial
Why Winnebago Industries Stock Jumped More Than 25% Today
October 22, 2025
Via
The Motley Fool
Topics
Earnings
Economy
World Trade
Tickers
WGO
Exposures
Financial
Supply Chain
Tariff
Matador (MTDR) Q3 2025 Earnings Call Transcript
October 22, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
MTDR
Exposures
Financial
Teck (TECK) Q3 2025 Earnings Call Transcript
October 22, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
TECK
Exposures
Financial
Intuitive Surgical Earnings Spark Analysts' Price Target Hike On Wall Street– Retail Optimism Jumps
October 22, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Tickers
ISRG
RY
TSX:RY
Exposures
Artificial Intelligence
Financial
EQT (EQT) Q3 2025 Earnings Call Transcript
October 22, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
EQT
Exposures
Financial
< Previous
1
2
...
20
21
22
23
24
25
26
27
28
...
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.