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
...
18
19
20
21
22
23
24
25
26
...
99
100
Next >
How Spot Bitcoin ETF Flows Are Influencing Analyst Sentiment On Coinbase And MicroStrategy
↗
December 15, 2025
Via
Benzinga
Topics
ETFs
Tickers
COIN
Forget Meme Stocks: Tesla Is Making Robotics ETFs The Real Play
↗
December 15, 2025
Via
Benzinga
Topics
Artificial Intelligence
ETFs
Tickers
TSLA
Exposures
Artificial Intelligence
Cohen & Steers Rolls Out Two New Active ETFs Aimed At Infrastructure Boom, Income Demand
↗
December 15, 2025
Via
Benzinga
Topics
ETFs
BlackRock's New Bond ETF Promises One-Stop Access To The Entire US Fixed-Income Market
↗
December 15, 2025
Via
Benzinga
Topics
Bonds
ETFs
Tickers
BLK
Exposures
Debt Markets
The QQQ Is at Risk of a Christmas Crash, So Pay Attention to Bond Yields Right Now
December 15, 2025
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Tickers
IVZ
Exposures
Artificial Intelligence
Should You Buy Monolithic Power Stock Before Dec. 22?
December 15, 2025
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Earnings
Tickers
IVZ
Exposures
Artificial Intelligence
Financial
4 Quotable Investing Lessons in Honor of the Late Rob Reiner
December 15, 2025
Via
Barchart.com
Topics
Artificial Intelligence
Death
ETFs
Exposures
Artificial Intelligence
Death
1 ETF to Buy and Hold for 2026 and 1 to Avoid
↗
December 15, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Tickers
AVGO
JDST
NVDA
SMH
Exposures
Artificial Intelligence
Want $1 Million in Retirement? 9 Simple Index Funds to Buy and Hold for Decades -- Including the Vanguard S&P 500 ETF
↗
December 15, 2025
Via
The Motley Fool
Topics
ETFs
Retirement
Stocks
Tickers
VOO
Exposures
Pension
US Equities
Bitcoin, Ethereum ETF Interest Shows Signs Of Life—But BTC, ETH Price Action Does Not
↗
December 15, 2025
Via
Benzinga
Topics
ETFs
Bangladesh's Financial Frontier Expands: Prosperia Securities Greenlit for ETFs and Market-Making
December 15, 2025
Via
MarketMinute
Topics
ETFs
Initial Public Offering
Regulatory Compliance
Exposures
Legal
Regulatory
Securities Market
Gold, Silver Shatter Records as Precious Metals Rally Amid Global Uncertainty
December 15, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
ABX
AEM
AG
AGI
FNV
GOLD
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
From AI To Au: Why Investors Are Piling Into Gold ETFs Again
↗
December 15, 2025
Via
Benzinga
Topics
Artificial Intelligence
ETFs
Exposures
Artificial Intelligence
Silver Is at an All-Time High. This ETF Lets Investors Capture the Momentum
↗
December 15, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
SLV
Exposures
Artificial Intelligence
Debt Markets
Economy
1 No-Brainer Artificial Intelligence (AI) Index Fund to Buy Right Now for Less Than $1,000
↗
December 15, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AAPL
IVZ
MSFT
NVDA
QQQ
Exposures
Artificial Intelligence
Economy
10 Dividend ETFs to Buy With $1,000 and Hold Forever -- for Lots of Passive Income
↗
December 15, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
CGDV
DGRO
DTD
FDVV
QDF
SCHD
Tesla, iRobot, ServiceNow, Radiopharm Theranostics, Kyverna Therapeutics: Stocks Making The Biggest Moves Today
↗
December 15, 2025
Via
Stocktwits
Topics
Bankruptcy
ETFs
Economy
Tickers
IRBT
IVZ
NOW
RADX
SPY
TSLA
Exposures
Financial
Interest Rates
Legal
Why Alphabet ETFs Could Get A Lift From SpaceX's $800 Billion Valuation Jump
↗
December 15, 2025
Via
Benzinga
Topics
ETFs
Small Caps Outperform Mag Seven; Key Economic Data Ahead; Gold Buying On Dollar Debasement Fears
↗
December 15, 2025
Via
Benzinga
Topics
ETFs
Tilray Brands, Inc. (TLRY): A Deep Dive into a Diversified Global Lifestyle CPG Company
December 15, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Cannabis
ETFs
Tickers
TLRY
Exposures
Artificial Intelligence
Cannabis
Interest Rates
BofA’s Savita Subramanian Says S&P 500 Will End 2026 At 7,100 – Here’s What Citi And Oppenheimer Expect
↗
December 15, 2025
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Stocks
Tickers
BAC
C
SPX
SPY
Exposures
Artificial Intelligence
US Equities
India To Allow Gold And Silver Investment In Pension Funds
↗
December 15, 2025
Via
Talk Markets
Topics
ETFs
Dow Futures Soar and Silver Shines: A Dual Rally Signals Shifting Market Tides
December 15, 2025
Via
MarketMinute
Topics
Climate Change
ETFs
Economy
Tickers
AAPL
ASX:BHP
ASX:RIO
BA
BHP
CAT
Exposures
Climate
Economy
Electric Vehicles
Retiring in 2026? 3 Portfolio Moves to Make Before January.
↗
December 15, 2025
Via
The Motley Fool
Topics
ETFs
Retirement
Exposures
Pension
Gold ETFs Soar 72% Year-to-Date Amid Global Uncertainty, Signaling Major Market Shift
December 15, 2025
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
ABX
AEM
BLK
FNV
GOLD
NEM
Exposures
Debt Markets
Economy
Interest Rates
Finance Ministry Navigates Volatile Gold and Silver Markets Amidst Record Price Surges
December 15, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
Tickers
ABX
GOLD
NEM
Exposures
Artificial Intelligence
Derivatives
Economy
Gold and Silver Soar to Unprecedented Heights Amidst Geopolitical Storms and Economic Unrest
December 15, 2025
Via
MarketMinute
Topics
ETFs
Economy
Electric Vehicles
Tickers
AAPL
ABX
AEM
AG
FNV
GM
Exposures
Electric Vehicles
Interest Rates
Tariff
Quest Diagnostics Stock: Is DGX Outperforming the Healthcare Sector?
December 15, 2025
Via
Barchart.com
Topics
ETFs
How Is UDR's Stock Performance Compared to Other Residential and Multisector Real Estate Stocks?
December 15, 2025
Via
Barchart.com
Topics
ETFs
Snap-on Stock: Is SNA Underperforming the Industrial Sector?
December 15, 2025
Via
Barchart.com
Topics
ETFs
< Previous
1
2
...
18
19
20
21
22
23
24
25
26
...
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.