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
...
29
30
31
32
33
34
35
36
37
...
99
100
Next >
5 Revealing Analyst Questions From ON24’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Artificial Intelligence
Earnings
Tickers
ONTF
Exposures
Artificial Intelligence
Financial
5 Insightful Analyst Questions From PubMatic’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Artificial Intelligence
Earnings
Tickers
PUBM
Exposures
Artificial Intelligence
Financial
5 Must-Read Analyst Questions From monday.com’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Artificial Intelligence
Earnings
Tickers
MNDY
Exposures
Artificial Intelligence
Financial
The 5 Most Interesting Analyst Questions From American Express Global Business Travel’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Earnings
Tickers
AXP
GBTG
Exposures
Financial
The Top 5 Analyst Questions From Quest Resource’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Earnings
Tickers
QRHC
Exposures
Financial
The 5 Most Interesting Analyst Questions From Organon’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Earnings
Tickers
OGN
Exposures
Financial
5 Revealing Analyst Questions From Health Catalyst’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Earnings
Tickers
HCAT
Exposures
Financial
5 Revealing Analyst Questions From Commercial Vehicle Group’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Earnings
Tickers
CVGI
Exposures
Financial
The Top 5 Analyst Questions From Enviri’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Earnings
Tickers
NVRI
Exposures
Financial
5 Insightful Analyst Questions From Lincoln Educational’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Earnings
Tickers
LINC
Exposures
Financial
The 5 Most Interesting Analyst Questions From Perma-Fix’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Earnings
Tickers
PESI
Exposures
Financial
EVgo’s Q3 Earnings Call: Our Top 5 Analyst Questions
November 17, 2025
Via
StockStory
Topics
Earnings
Electric Vehicles
Tickers
EVGO
Exposures
Electric Vehicles
Financial
Rocket Lab’s Q3 Earnings Call: Our Top 5 Analyst Questions
November 17, 2025
Via
StockStory
Topics
Earnings
Tickers
RKLB
Exposures
Financial
5 Revealing Analyst Questions From Red Robin’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Earnings
Tickers
RRGB
Exposures
Financial
5 Must-Read Analyst Questions From Tyson Foods’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Earnings
Tickers
TSN
Exposures
Financial
The Top 5 Analyst Questions From Dole’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Earnings
World Trade
Tickers
DOLE
Exposures
Financial
Tariff
iHeartMedia’s Q3 Earnings Call: Our Top 5 Analyst Questions
November 17, 2025
Via
StockStory
Topics
Earnings
Tickers
IHRT
Exposures
Financial
5 Must-Read Analyst Questions From Getty Images’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Artificial Intelligence
Earnings
Tickers
GETY
Exposures
Artificial Intelligence
Financial
The 5 Most Interesting Analyst Questions From Bark’s Q3 Earnings Call
November 17, 2025
Via
StockStory
Topics
Earnings
World Trade
Tickers
BARK
Exposures
Financial
Tariff
The Smartest AI Stock to Buy With $1,000 Right Now
↗
November 16, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
GOOG
GOOGL
Exposures
Artificial Intelligence
Financial
Everything You Need to Know About Rocket Lab's Neutron Delay, Straight From Peter Beck
↗
November 16, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
RKLB
Exposures
Financial
Why Endava Stock Plummeted This Week
↗
November 16, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Stocks
Tickers
DAVA
Exposures
Artificial Intelligence
Financial
US Equities
Where Will Navitas Be in 3 Years?
↗
November 15, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Electric Vehicles
Tickers
NVDA
NVTS
Exposures
Artificial Intelligence
Electric Vehicles
Financial
With Just 7 Weeks Left in 2025, Rocket Lab Still Aims for 20+ Launches
↗
November 15, 2025
Via
The Motley Fool
Topics
Earnings
Tickers
RKLB
Exposures
Financial
Where Will SoundHound AI Stock Be in 3 Years?
↗
November 15, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Stocks
Tickers
SOUN
Exposures
Artificial Intelligence
Financial
US Equities
Fluor Stock Has Been Volatile Lately. Is the Texas-Based Company Worth the Risk?
↗
November 15, 2025
Via
The Motley Fool
Topics
ETFs
Earnings
Tickers
ACM
APG
FIX
FLR
MDY
MTZ
Exposures
Financial
3 Big Takeaways from Rivian's Third Quarter
↗
November 15, 2025
Via
The Motley Fool
Topics
Earnings
Electric Vehicles
Government
Tickers
RIVN
VWAGY
Exposures
Electric Vehicles
Financial
Political
The Best Trillion-Dollar Stock to Buy Now, According to Wall Street (Hint: Not Nvidia)
↗
November 15, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
AAPL
AMZN
AVGO
BRK-A
BRK-B
META
Exposures
Artificial Intelligence
Financial
Apple Stumbles: iPhone Sales Concerns and Regulatory Clouds Cast Shadow, Wiping Billions from Market Cap
November 14, 2025
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Earnings
Tickers
AAPL
AMZN
GOOGL
MSFT
SSNLF
TSM
Exposures
Artificial Intelligence
Economy
Financial
Broadcom (AVGO) Soars as Jefferies Crowns it New Semiconductor "Top Pick" Amidst AI Chip Boom
November 14, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AAPL
AVGO
GOOGL
META
NVDA
Exposures
Artificial Intelligence
Financial
Intellectual Property
< Previous
1
2
...
29
30
31
32
33
34
35
36
37
...
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.