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 >
Deep-Dive Research Feature: Halliburton (HAL) and the New Energy Cycle
January 16, 2026
Via
Finterra
Topics
Emissions
Tickers
BKR
BLK
HAL
SLB
VLO
Exposures
Fossil Fuels
Navigating the Trough: A Deep-Dive into SLB’s Resilience Amidst Declining Crude
January 16, 2026
Via
Finterra
Topics
Artificial Intelligence
Emissions
Tickers
BKR
GS
HAL
MS
SLB
Exposures
Artificial Intelligence
Fossil Fuels
Biofuel Limbo: Why 45Z Tax Credit Uncertainty is Paralyzing US Soybean Oil Markets in 2026
January 16, 2026
Via
MarketMinute
Topics
Emissions
Energy
Tickers
ADM
BG
DAL
DAR
GEVO
PSX
Exposures
Fossil Fuels
2 Profitable Stocks with Exciting Potential and 1 We Find Risky
January 15, 2026
Via
StockStory
Topics
Emissions
Tickers
AN
CECO
MC
Unpacking Q3 Earnings: Trinity (NYSE:TRN) In The Context Of Other Heavy Transportation Equipment Stocks
January 15, 2026
Via
StockStory
Topics
Emissions
Tickers
GBX
TRN
Atmus Filtration Technologies (NYSE:ATMU) Delivers Impressive Q3 CY2025
January 15, 2026
Via
StockStory
Topics
Artificial Intelligence
Emissions
Supply Chain
Tickers
ATMU
CMI
NVDA
Exposures
Artificial Intelligence
Supply Chain
Freshness Reimagined: Stater Bros. Expands AI Integration Across Entire Fresh Food Ecosystem
January 15, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Emissions
Tickers
ACI
CART
KR
MSFT
NVDA
SPSC
Exposures
Artificial Intelligence
Supply Chain
Revolutionizing How Cosmetics Are Packaged: Meet the Soft Touch POF Shrink Film
January 15, 2026
Via
AB Newswire
Topics
Emissions
Italdesign Concept Lab, the ace in development and research / Davide Casini: 80% cost reduction and 90% emissions reduction
January 15, 2026
Via
PR Leap
Topics
Emissions
The Impossible Wire: Why 120 Years of Mining History Says the EV Revolution Is Out of Copper
January 15, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Emissions
Tickers
ASX:BHP
ASX:RIO
BHP
F
FCX
GLNCY
Exposures
Artificial Intelligence
Economy
Supply Chain
Debunking 5 Common Renewable Energy Myths
January 15, 2026
Via
Investor Brand Network
Topics
Economy
Emissions
Exposures
Economy
Discounted Wheel Warehouse Releases 2026 Work Truck Reliability Maintenance & Safety Checklist
January 14, 2026
Via
AB Newswire
Topics
Emissions
The DeepSeek Effect: How Ultra-Efficient Models Cracked the Code of Semiconductor “Brute Force”
January 14, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Emissions
Tickers
AAPL
AMD
AVGO
GOOGL
INTC
META
Exposures
Artificial Intelligence
Supply Chain
The Silicon Cycle: How the ‘Green Fab’ Movement is Redefining the $1 Trillion Chip Industry
January 14, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Emissions
Tickers
AAPL
ASML
INTC
NVDA
TSM
UMC
Exposures
Artificial Intelligence
Economy
Supply Chain
roth kippe ag Highlights Comprehensive Construction Heating and Climate Control Solutions for Swiss Market
January 14, 2026
Via
Press Advantage
Topics
Emissions
Rivian at the Crossroads: A 2026 Deep-Dive into RIVN’s Mass-Market Transition
January 14, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Electric Vehicles
Tickers
AMZN
F
GM
LCID
RIVN
TSLA
Exposures
Artificial Intelligence
Electric Vehicles
Securities Market
TechMediaBreaks – Diginex Limited (NASDAQ: DGNX) Closes Acquisition of Plan A to Expand Global ESG and Carbon Accounting Platform
January 14, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Economy
Emissions
Tickers
DGNX
Exposures
Artificial Intelligence
Supply Chain
Monetizing Sustainability: How Environmental Assets Are Driving Profitable Opportunities
January 14, 2026
Via
FinancialNewsMedia
Topics
Emissions
Tickers
BAM
BEPC
DEVS
NEE
SAFX
Syntroper AI Introduces Enterprise AI Platform to Accelerate Modernisation and Support Sustainability Initiatives
January 14, 2026
Via
Newsfile
Topics
Artificial Intelligence
Economy
Emissions
Exposures
Artificial Intelligence
Economy
Dr. Angela Zeng and Karviva Honored by Missouri Agriculture, Featured in Bustle for Reframing Detox Culture
January 14, 2026
Via
Newsfile
Topics
Emissions
The Next Phase of the AI Boom May Not Come From Chipmakers
↗
January 14, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Emissions
Tickers
CCJ
CEG
MSFT
NEE
NVDA
Exposures
Artificial Intelligence
Q3 Earnings Highs And Lows: Commercial Vehicle Group (NASDAQ:CVGI) Vs The Rest Of The Heavy Transportation Equipment Stocks
January 13, 2026
Via
StockStory
Topics
Emissions
World Trade
Tickers
CVGI
Exposures
Tariff
NuScale Power Is Down 64% From Its Peak. Here's Why It Could Fall Further in 2026.
↗
January 13, 2026
Via
The Motley Fool
Topics
Emissions
Energy
Tickers
FLR
SMR
Exposures
Coal
Electricity Generation
Yuchai YCK08-60 vs YCK09-60: Deep Technical Comparison with Global Heavy-Duty Engines
January 13, 2026
Via
AB Newswire
Topics
Economy
Emissions
Tickers
CMI
HPQ
Exposures
Economy
New Forces Join the Welding Equipment Industry, Innovative Technologies Lead Industry Transformation
January 13, 2026
Via
AB Newswire
Topics
Emissions
Boeing (BA) at the Crossroads: An In-Depth Research Feature on the 2026 Turnaround
January 13, 2026
Via
PredictStreet
Topics
Economy
Emissions
World Trade
Tickers
ALK
BA
GS
JPM
Exposures
Boeing 737
Supply Chain
Tariff
Waste-to-Energy Sector Positioned for Accelerating Revenue Growth Into 2026 and Beyond Reaching $50B by 2032
January 13, 2026
Via
FinancialNewsMedia
Topics
Economy
Emissions
Energy
Tickers
CLSK
CNER
NNE
OKLO
WULF
Exposures
COVID-19
Economy
Electricity Generation
Hotwire Pro Services LLC Announces Expansion Across Washington and Oregon with Focus on Green HVAC Innovation
January 13, 2026
Via
Newsfile
Topics
Artificial Intelligence
Emissions
Exposures
Artificial Intelligence
Q3 Earnings Highs And Lows: Allison Transmission (NYSE:ALSN) Vs The Rest Of The Heavy Transportation Equipment Stocks
January 12, 2026
Via
StockStory
Topics
Emissions
Tickers
ALSN
GBX
A Look Back at Industrial Distributors Stocks’ Q3 Earnings: Rush Enterprises (NASDAQ:RUSHA) Vs The Rest Of The Pack
January 12, 2026
Via
StockStory
Topics
Economy
Emissions
World Trade
Tickers
RUSHA
Exposures
COVID-19
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.