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
...
14
15
16
17
18
19
20
21
22
...
99
100
Next >
Q2 Earnings Highlights: Wabtec (NYSE:WAB) Vs The Rest Of The Heavy Transportation Equipment Stocks
October 07, 2025
Via
StockStory
Topics
Emissions
Tickers
CMI
WAB
Silicon’s New Frontier: How Next-Gen Chips Are Forging the Future of AI
October 07, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Emissions
Tickers
AMD
AMZN
GOOGL
IBM
INTC
MSFT
Exposures
Artificial Intelligence
Economy
Supply Chain
TSMC: The Unseen Architect Powering the AI Supercycle – A Deep Dive into its Dominance and Future
October 07, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Emissions
Tickers
AAPL
AMD
AMZN
GOOGL
INTC
MSFT
Exposures
Artificial Intelligence
Economy
Supply Chain
Green Logistics: The Investment Frontier Driving Efficiency and Sustainability
October 06, 2025
Via
AB Newswire
Topics
Emissions
AI’s Silicon Revolution: How Intelligent Machines are Redrawing the Semiconductor Landscape
October 07, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Emissions
Tickers
AMD
AMZN
ASML
CDNS
GOOGL
INTC
Exposures
Artificial Intelligence
Economy
Intellectual Property
The Silicon Supercycle: How AI is Reshaping the Global Semiconductor Market Towards a Trillion-Dollar Future
October 07, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Emissions
Tickers
AAPL
AMD
AMZN
GOOGL
IBM
INTC
Exposures
Artificial Intelligence
Economy
Supply Chain
Cruelty.Farm: A Global Platform Exposing the Hidden Realities of Factory Farming and Inspiring Change for Animals, Humans, and the Planet
October 07, 2025
Via
AB Newswire
Topics
Emissions
Law Enforcement
Exposures
Legal
Illinois Becomes a Nuclear Energy Innovation Hub with Nano Nuclear Energy's New R&D and Manufacturing Facility
October 07, 2025
Via
MarketMinute
Topics
Economy
Emissions
Energy
Tickers
CEG
GE
NNE
SMR
Exposures
Coal
Economy
Electricity Generation
Sunrun Soars to New 12-Month High, Igniting Optimism in Renewable Energy Sector
October 07, 2025
Via
MarketMinute
Topics
Economy
Emissions
Energy
Tickers
ENPH
F
FSLR
RUN
SEDG
SPWR
Exposures
Coal
Electricity Generation
Fossil Fuels
CoreWeave CEO Holds Firm on $9 Billion Core Scientific Offer Amidst Shareholder Outcry
October 07, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Emissions
Tickers
AMZN
CORZ
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Supply Chain
The Cat Throne Sets New Standard as the First Humane Cat Toilet Training System
October 07, 2025
Via
AB Newswire
Topics
Emissions
Oil Glut Returns: Diesel Prices Plummet, Sparking Transportation Cost Relief
October 07, 2025
Via
MarketMinute
Topics
Bankruptcy
Economy
Emissions
Tickers
APA
ASX:APA
BKR
CCL
CIVI
CVX
Exposures
Financial
Fossil Fuels
Interest Rates
Green AI’s Dawn: Organic Semiconductors Unleash a New Era of Sustainable Energy for Computing
October 07, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Climate Change
Emissions
Tickers
AMD
AMZN
GOOGL
INTC
MSFT
NVDA
Exposures
Artificial Intelligence
Climate
Electricity Generation
Is Warren Buffett's $9.7 Billion Acquisition of OxyChem an Act of Brilliance or a Big Mistake for Berkshire Hathaway Investors?
↗
October 07, 2025
Via
The Motley Fool
Topics
Emissions
Energy
Tickers
BRK
BRK-A
BRK-B
OXY
Exposures
Fossil Fuels
Electronic Components & Manufacturing Stocks Q2 In Review: Rogers (NYSE:ROG) Vs Peers
October 06, 2025
Via
StockStory
Topics
Emissions
Government
World Trade
Tickers
ROG
TTMI
Exposures
Political
Tariff
Why Archer Aviation Belongs on Your Watchlist, Not in Your Portfolio (Yet)
↗
October 06, 2025
Via
The Motley Fool
Topics
Emissions
Tickers
ACHR
STLA
UAL
Energy Sector Ignites Q3 2025 with Fiery 6.2% Gain, Signaling Broader Market Shifts
October 06, 2025
Via
MarketMinute
Topics
Bonds
Economy
Emissions
Tickers
AAL
BP
CVX
DAL
EOG
EPD
Exposures
Debt Markets
Economy
Fossil Fuels
CocoonFMS Collaborates with Gateway Cargo
October 06, 2025
Via
Press Release Distribution Service
Topics
Economy
Emissions
Exposures
Supply Chain
NRG Energy's Meteoric Rise: A Barometer for the Shifting Energy Landscape
October 06, 2025
Via
MarketMinute
Topics
Emissions
Energy
Tickers
EXC
NRG
SHEL
VST
Exposures
Electricity Generation
Fossil Fuels
The Great Gas Shift: Households Embrace Cheaper Cooking Fuels, Reshaping Global Energy Landscape
October 06, 2025
Via
MarketMinute
Topics
Climate Change
Death
Economy
Tickers
SHEL
TTE
XOM
Exposures
Climate
Coal
Death
Swiss Firm Ignites Green Steel Revolution with Solar Furnaces for Watchmaking
October 06, 2025
Via
MarketMinute
Topics
Economy
Emissions
Intellectual Property
Tickers
TTM
Exposures
Economy
Intellectual Property
Supply Chain
Oekoboiler Swiss AG Advances Hot Water Storage Technology for Solar Energy Integration
October 06, 2025
Via
Press Advantage
Topics
Emissions
Exxon Mobil's Strategic Reshaping: A New Chapter in Energy Efficiency and Commodity Outlook
October 06, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Emissions
Workforce
Tickers
BP
COP
CVX
SHEL
TSX:IMO
TTE
Exposures
Artificial Intelligence
COVID-19
Climate
From Earth to Orbit: Jeff Bezos Unveils Radical Space-Based Solution to AI’s Looming Energy Crisis
October 06, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Climate Change
Economy
Tickers
AMZN
GOOGL
IBM
META
MSFT
Exposures
Artificial Intelligence
Climate
Economy
Recycling Sector Grapples with Triple Threat: Tariffs, Labor Shortages, and Volatile Markets
October 06, 2025
Via
MarketMinute
Topics
Economy
Emissions
World Trade
Tickers
RSG
WM
Exposures
Economy
Labor
Supply Chain
Silicon’s Unyielding Ascent: How AI Fuels Semiconductor Resilience Amidst Economic Headwinds
October 06, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Emissions
Tickers
AAPL
AMD
AMZN
AVGO
GOOGL
INTC
Exposures
Artificial Intelligence
Economy
Supply Chain
Polysilicon’s Ascendant Reign: Fueling the AI Era and Green Revolution
October 06, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Climate Change
Economy
Tickers
DOW
DQ
GLW
INTC
JKS
TSM
Exposures
Artificial Intelligence
COVID-19
Climate
Sabzito.com Launches as the First Comprehensive Persian Platform for Ethical Living and Plant-Based Awareness
October 06, 2025
Via
AB Newswire
Topics
Emissions
Humane Foundation Launches New Educational Platform to Promote Compassionate, Sustainable Living Worldwide
October 06, 2025
Via
AB Newswire
Topics
Emissions
Cruelty.Farm: Continuing the Global Mission to Uncover the Hidden Truths of Factory Farming and Inspire a More Compassionate World
October 06, 2025
Via
AB Newswire
Topics
Emissions
< Previous
1
2
...
14
15
16
17
18
19
20
21
22
...
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.