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 >
Is Netflix Stock a Buy, Sell, or Hold Heading Into 2026?
October 26, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
AMZN
DIS
NFLX
Exposures
Financial
Tesla Earnings Call Didn't Mention This One Word Again
October 25, 2025
Via
Investor's Business Daily
Topics
Earnings
Tickers
TSLA
Exposures
Financial
Booz Allen Hamilton Plunges to 52-Week Low Amidst Disappointing Q2 FY2026 Earnings and Bleak Outlook
October 25, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Workforce
Tickers
BAC
BAH
CACI
GD
LDOS
MSFT
Exposures
Artificial Intelligence
Financial
Layoff
Time to Take Notice: PEGA’s GenAI Blueprint Delivers Huge Q3 Beat
October 25, 2025
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
Tickers
ISRG
PEGA
Exposures
Artificial Intelligence
Financial
Tesla Optimus Humanoid Robot: Key Takeaways From the Q3 Earnings Call
October 25, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Economy
Tickers
NVDA
TSLA
Exposures
Artificial Intelligence
Electric Vehicles
Financial
Prediction: This Under-the-Radar AI Stock Could Deliver the Market's Best Returns
October 25, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
SOUN
Exposures
Artificial Intelligence
Financial
Alaska Air Group Stumbles: IT Outages and Missed Profits Ground Investor Confidence
October 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AAL
ALK
ASX:QAN
BA
DAL
HA
Exposures
Artificial Intelligence
Financial
Supply Chain
Deckers Outdoor (NYSE: DECK) Plunges Amidst Weak Outlook and Consumer Pullback Fears
October 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
CROX
DECK
NKE
SKX
Exposures
Artificial Intelligence
Financial
Interest Rates
Ford Pro Drives Q3 Earnings Beat, Propelling Stock to 9.4% Surge
October 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMZN
F
GM
RIVN
STLA
Exposures
Artificial Intelligence
Electric Vehicles
Financial
WSFS Q3 2025 Earnings Call Transcript
October 24, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
WSFS
Exposures
Financial
Southside Q3 2025 Earnings Call Transcript
October 24, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
SBSI
Exposures
Financial
First Western Earnings Call Transcript
October 24, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
MYFW
Exposures
Financial
Minerals Tech Earnings Call Transcript
October 24, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
MTX
Exposures
Financial
HCA Healthcare Q3 2025 Earnings Transcript
October 24, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
HCA
Exposures
Financial
Phillips Edison Q3 2025 Earnings Transcript
October 24, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
PECO
Exposures
Financial
Baker Hughes Q3 2025 Earnings Transcript
October 24, 2025
Via
The Motley Fool
Topics
Earnings
World Trade
Tickers
BKR
Exposures
Financial
Tariff
Orchid Island Q3 2025 Earnings Call Transcript
October 24, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
ORC
Exposures
Financial
Why Packaging Corporation of America (PKG) Shares Are Falling Today
October 24, 2025
Via
StockStory
Topics
Artificial Intelligence
Earnings
Tickers
KO
MSFT
PKG
Exposures
Artificial Intelligence
Financial
VeriSign (VRSN) Stock Trades Down, Here Is Why
October 24, 2025
Via
StockStory
Topics
Earnings
Tickers
BRK-A
BRK-B
VRSN
Exposures
Financial
Mohawk Q3 2025 Earnings Call Transcript
October 24, 2025
Via
The Motley Fool
Topics
Earnings
Economy
Tickers
MHK
Exposures
Financial
Interest Rates
Enova Q3 2025 Earnings Call Transcript
October 24, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
ENVA
Exposures
Financial
Community Health Q3 2025 Earnings Transcript
October 24, 2025
Via
The Motley Fool
Topics
Earnings
World Trade
Tickers
CYH
Exposures
Financial
Tariff
Earnings Beat Rate Hits A 4+ Year High
October 24, 2025
Via
Talk Markets
Topics
Earnings
Stocks
Exposures
Financial
US Equities
CYTK LAWSUIT ALERT: Levi & Korsinsky Notifies Cytokinetics, Incorporated Investors of a Class Action Lawsuit and Upcoming Deadline
October 24, 2025
Via
TheNewswire.com
Topics
Earnings
Fraud
Lawsuit
Tickers
CYTK
Exposures
Financial
Legal
Product Safety
Universal Insurance Q3 Earnings Transcript
October 24, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
UVE
Exposures
Financial
Customers Bancorp Q3 2025 Earnings Transcript
October 24, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
CUBI
Exposures
Financial
Newmont Shines: Q3 Earnings Soar on Record Gold Prices, But Production Concerns Temper Enthusiasm
October 24, 2025
Via
MarketMinute
Topics
Earnings
Economy
Law Enforcement
Tickers
ABX
AEM
GOLD
GS
KGC
NEM
Exposures
Financial
Interest Rates
Legal
Why MidWestOne Financial Rocketed Over 33% Today
October 24, 2025
Via
The Motley Fool
Topics
Earnings
Economy
Tickers
MOFG
NIC
Exposures
Financial
Interest Rates
Why Illinois Tool Works (ITW) Shares Are Trading Lower Today
October 24, 2025
Via
StockStory
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMD
ITW
NVDA
Exposures
Artificial Intelligence
Financial
Interest Rates
Why Enova (ENVA) Stock Is Trading Up Today
October 24, 2025
Via
StockStory
Topics
Earnings
Economy
Tickers
ENVA
Exposures
Economy
Financial
Interest Rates
< 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.