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
...
19
20
21
22
23
24
25
26
27
...
99
100
Next >
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
The Smartest Vanguard ETF to Buy With $1,000 Right Now
↗
December 15, 2025
Via
The Motley Fool
Topics
ETFs
Economy
Tickers
AAPL
AMZN
MSFT
NVDA
VOO
Exposures
Economy
Bitcoin Stuck Around $90,000 XRP, Dogecoin Trade Flat While Ethereum Rises 2%
↗
December 15, 2025
Via
Benzinga
Topics
ETFs
Economy
Exposures
Interest Rates
Dow Futures Inch Upward Amid Key Economic Data Releases: ASTS, TLRY, MAXN, PLCE Among Stocks To Watch
↗
December 15, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Cannabis
ETFs
Tickers
ASTS
CGC
DIA
FDX
IVZ
MU
Exposures
Artificial Intelligence
Cannabis
Economy
1 Risky ETF to Avoid Buying in December
↗
December 15, 2025
Via
The Motley Fool
Topics
Credit Cards
ETFs
Economy
Tickers
BRK
MCO
USB
XLF
Exposures
Economy
Interest Rates
Warren Buffett Says Buy This Vanguard Index Fund -- It Could Turn $400 Per Month Into $835,000 With Help From Nvidia, Apple, and Microsoft
↗
December 15, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
AAPL
AMZN
AVGO
BRK
BRK-A
BRK-B
Robinhood Markets Stock: Is HOOD Outperforming the Financial Sector?
December 15, 2025
Via
Barchart.com
Topics
ETFs
Tickers
BAC
MS
7 Dividend ETFs to Buy With $2,000 and Hold Forever -- Including the Schwab U.S. Dividend Equity ETF (SCHD)
↗
December 15, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
AAPL
AMGN
AVGO
CSCO
DGRO
FDVV
Bitcoin, Ethereum Funds See Outflows While XRP ETFs Log Nearly $1 Billion In Unbroken 30-Day Inflow Streak Since Debut
↗
December 15, 2025
Via
Stocktwits
Topics
ETFs
Regulatory Compliance
Tickers
BEN
FETH
IBIT
XRP
XRPC
Exposures
Legal
Regulatory
Strategy’s Nasdaq 100 Status Intact Amid Growing Index Scrutiny Of Bitcoin Exposure
↗
December 15, 2025
Via
Stocktwits
Topics
ETFs
Tickers
BTC
IVZ
MSTR
MTUM
QQQ
STX
3 Surefire Vanguard ETFs to Buy and Hold in 2026
↗
December 14, 2025
Via
The Motley Fool
Topics
ETFs
Economy
Tickers
VOO
VTI
VYM
Exposures
Economy
Is This the Worst-Performing Global ETF?
↗
December 14, 2025
Via
The Motley Fool
Topics
ETFs
Economy
Tickers
WOOD
Exposures
Interest Rates
Looking for a Consumer Staples ETF? Here's How XLP and RSPS Compare on Cost, Risk, and Earnings
↗
December 14, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
COST
DG
DLTR
IVZ
RSPS
WMT
QQQ vs. MGK: Which Tech-Focused ETF Delivers Stronger Growth for Investors?
↗
December 14, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
AAPL
IVZ
MGK
MSFT
NVDA
QQQ
Better ETF: Vanguard BSV vs. iShares ISTB
↗
December 14, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Tickers
BAC
BSV
C
ISTB
JPM
Exposures
Debt Markets
This Robotics ETF Is Poised for 400% Growth in the Next 10 Years
↗
December 14, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Tickers
NVDA
ROBT
Exposures
Artificial Intelligence
Top 3 Dividend ETF Picks for 2026
↗
December 14, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
DGRW
ORCL
SCHD
SCHW
VYMI
Exposures
Artificial Intelligence
Economy
Interest Rates
Which Cryptocurrency Has More Upside? Bitcoin vs. Cardano
↗
December 14, 2025
Via
The Motley Fool
Topics
ETFs
Economy
Exposures
Interest Rates
This ETF Could Very Well Make You a Multimillionaire With Almost Zero Effort
↗
December 14, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
VTI
IWM and IWO Provide Small-Cap Diversification, But One Offers More Growth Potential for Investors
↗
December 14, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
BE
IWM
IWO
The Smartest ETF to Buy With $500 Today Is the Vanguard Value ETF (VTV) -- No Matter Where the Market Goes Next
↗
December 14, 2025
Via
The Motley Fool
Topics
ETFs
Economy
Tickers
AAPL
AMZN
MSFT
NVDA
VOO
VTV
Exposures
Economy
3 Artificial Intelligence ETFs to Buy With $100 and Hold Forever
↗
December 14, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Tickers
AKAM
BOTZ
CHAT
CLOU
MSFT
NVDA
Exposures
Artificial Intelligence
VUG vs. VOOG: Which of These Vanguard Growth ETFs Is Best for Investors?
↗
December 14, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
AAPL
MSFT
NVDA
VOOG
VUG
Top 3 Fidelity Bond ETF Picks for 2026
↗
December 14, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Tickers
FBND
FDHY
FIS
FTBD
Exposures
Debt Markets
Economy
Interest Rates
VUG vs. IWO: Is Large-Cap Growth or Small-Cap Diversification a Better Choice for Investors?
↗
December 14, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
AAPL
BE
IWO
MSFT
NVDA
VUG
Want Decades of Passive Income? Buy This Index Fund and Hold It Forever.
↗
December 14, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
NOBL
SCHD
SCHW
VIG
Exposures
Artificial Intelligence
Interest Rates
US Equities
Risk Parity Is Having A Strong Year
↗
December 14, 2025
Via
Talk Markets
Topics
ETFs
CBTJ: A "Protected" Bitcoin ETF That Helps Limit Downside Risk
↗
December 14, 2025
Via
Talk Markets
Topics
ETFs
Big Shorts Portfolio Breakdown Identifying Major Market Topping Risks
↗
December 14, 2025
Via
Talk Markets
Topics
Artificial Intelligence
ETFs
Exposures
Artificial Intelligence
< Previous
1
2
...
19
20
21
22
23
24
25
26
27
...
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.