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
...
13
14
15
16
17
18
19
20
21
...
99
100
Next >
Is the Vanguard Dividend Appreciation ETF a Buy Now?
October 19, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
AVGO
VIG
The Smartest Index ETF to Buy With $1,000 Right Now
October 19, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
Tickers
VOO
VTV
VUG
Exposures
US Equities
Better Crypto Buy: Bitcoin vs. XRP
October 19, 2025
Via
The Motley Fool
Topics
ETFs
Economy
Government
Tickers
ADP
Exposures
Economy
Financial
Interest Rates
1 Vanguard ETF That Could Soar 39% Before the End of 2026, According to a Top Wall Street Analyst
October 19, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Tickers
VUG
Exposures
Artificial Intelligence
Better Crypto to Buy and Hold: Solana vs. BNB
October 19, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Exposures
Legal
Regulatory
Is 2025 the Year to Invest in International Stocks?
October 19, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
BABA
IEFA
TCEHY
VGK
VXUS
Chainvest Gestora de Recursos Ltda.: Leading the Next Era of Digital Asset Management with Expertise and Vision
October 19, 2025
Via
Binary News Network
Topics
Bonds
ETFs
Economy
Exposures
Debt Markets
Economy
1 Vanguard ETF Could Turn $500 Per Month Into a $686,000 Portfolio That Pays $20,500 in Annual Dividend Income
October 19, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
AVGO
BAC
CVX
HD
JPM
VYM
Want Decades of Passive Income? Buy This ETF and Hold It Forever.
October 19, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Tickers
DGRO
SCHD
SCHW
VIG
VYM
Exposures
Artificial Intelligence
US Equities
S&P Dow Jones Just Delivered Incredible News for Crypto Investors. But Is It a Game-Changer?
October 19, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
Tickers
COIN
SPGI
Exposures
US Equities
Billionaires Are Buying a BlackRock ETF That Could Soar Up to 9,400%, According to Wall Street Experts
October 19, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
BLK
IBIT
2 Top ETFs to Buy Now and Hold Forever
October 19, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AAPL
AMZN
AVGO
NVDA
VTI
VXUS
Exposures
Artificial Intelligence
Economy
Interest Rates
1 Unstoppable Vanguard ETF to Buy With $630 During the S&P 500 Sell-Off
October 18, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
QQQ
VOO
VTI
Exposures
Artificial Intelligence
Economy
Tariff
$2.1B Theft Losses: Bitquore Launches 1M+ TPS Platform with 95% Offline Asset Protection for U.S. Traders
October 18, 2025
Via
PRLog
Topics
Derivatives
ETFs
Regulatory Compliance
Exposures
Derivatives
Legal
Regulatory
Gold's Unyielding Gleam: A Beacon in Turbulent Markets
October 18, 2025
Via
MarketMinute
Topics
Bonds
Derivatives
ETFs
Tickers
ABX
AEM
GOLD
NEM
Exposures
Debt Markets
Derivatives
Interest Rates
Why This 36-Stock AI ETF Is Poised to Deliver 200% Returns by 2030
October 18, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Tickers
ARKQ
MSFT
NVDA
TSLA
Exposures
Artificial Intelligence
COME Mining Unleashes the Next Generation of Cloud Mining Powering BTC Machines with XRP and Earning Daily Rewards
October 18, 2025
Via
GlobePRwire
Topics
ETFs
Had You Invested $10,000 in the Vanguard S&P 500 Growth ETF 10 Years Ago, Here's How Much You'd Have Today
October 18, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AAPL
AMZN
AVGO
LLY
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
US Equities
Warren Buffett Recommends 1 Vanguard Index Fund That Could Soar by 37% in Just Over 1 Year, According to This Wall Street Analyst
October 18, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
BRK-A
BRK-B
VOO
Exposures
Artificial Intelligence
Economy
3 Growth ETFs to Buy With $100 and Hold Forever
October 18, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Tickers
AAPL
AIQ
AMZN
AVGO
IVZ
MSFT
Exposures
Artificial Intelligence
3 Reasons the Vanguard S&P 500 ETF Could Be Your Best Investment Right Now
October 18, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
Tickers
AAPL
AMZN
MSFT
NVDA
VOO
Exposures
US Equities
The Golden Gateway: How PAXG is Revolutionizing Gold Investment in the Crypto Age
October 17, 2025
Via
MarketMinute
Topics
ETFs
Economy
Tickers
BAC
BCO
COIN
JPM
Exposures
Economy
Interest Rates
Silver's Meteoric Rise and Sudden Plunge: What's Driving the Volatility?
October 17, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
AG
EXK
FSLR
GM
HL
MAG
Exposures
Artificial Intelligence
Debt Markets
Economy
Gold's Golden Era: Precious Metal Shatters Records Amid Global Volatility, Eyeing $5,000 Mark
October 17, 2025
Via
MarketMinute
Topics
ETFs
Economy
Tickers
ABX
ASX:ANZ
BAC
GOLD
HSBC
JPM
Exposures
Interest Rates
Meme Stocks and Luxury Cars
October 17, 2025
Via
The Motley Fool
Topics
ETFs
Electric Vehicles
Tickers
BE
FHI
FND
FSLR
GM
HD
Exposures
Electric Vehicles
Gold Soars Past $4,300 Amid Deepening Economic Turmoil, Solidifying Safe-Haven Status
October 17, 2025
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
ABX
AEM
GOLD
NEM
SIG
Exposures
Debt Markets
Economy
Interest Rates
U.S. Labor Market Stumbles: Payroll Revisions Fuel Fed's Rate Cut Resolve
October 17, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
AAPL
AMZN
CAT
GS
JPM
MSFT
Exposures
Artificial Intelligence
Debt Markets
Economy
Huobi Founder Li Lin’s $1 Billion ETH Treasury Plan Ignites Bullish Sentiment for Ethereum Ecosystem
October 17, 2025
Via
BreakingCrypto
Topics
ETFs
Tickers
BLK
Bitcoin Whales Accumulate Aggressively Post-Dip, Signaling Potential Market Reversal
October 17, 2025
Via
BreakingCrypto
Topics
ETFs
Crypto Market Reels as Bitcoin Plummets Below $107,000 Amidst Macroeconomic Headwinds
October 17, 2025
Via
BreakingCrypto
Topics
ETFs
Economy
World Trade
Tickers
JPM
OP
Exposures
Interest Rates
Tariff
< Previous
1
2
...
13
14
15
16
17
18
19
20
21
...
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.