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
...
27
28
29
30
31
32
33
34
35
...
99
100
Next >
Bitcoin's Shifting Sands: Premiums Spike Amidst Aggressive Accumulation Post-Flash Crash
October 13, 2025
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
Tickers
BLK
COIN
MARA
MS
MSTR
RIOT
Exposures
Derivatives
Interest Rates
Tariff
Rare Earths and Retaliation: US-China Trade War Reignites, Should You Seek Refuge in UK ETFs?
October 13, 2025
Via
MarketMinute
Topics
ETFs
Economy
Government
Tickers
AMD
AMZN
NVDA
QCOM
Exposures
Economy
Interest Rates
Political
Direxion's AMUU, AMDD ETFs Facilitate Speculation In Advanced Micro Devices' Wild Ride
October 13, 2025
Via
Benzinga
Topics
ETFs
Tickers
AMD
AMDD
AMUU
NVDA
5 Stocks and ETFs to Weather Volatility as Trade Tensions Rise
October 13, 2025
Via
MarketBeat
Topics
ETFs
Electric Vehicles
World Trade
Tickers
GLD
KO
MCD
VYM
XLP
Exposures
Electric Vehicles
Tariff
The Smartest AI ETF to Buy With $1,000 Right Now
October 13, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Tickers
AVGO
IVZ
QQQ
Exposures
Artificial Intelligence
Is the Schwab US Dividend Equity ETF a Buy Now?
October 13, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
Tickers
AAPL
AVGO
JPM
MSFT
SCHD
SCHW
Exposures
US Equities
3 Copper Stocks Ready to Shine in the Next Metal Supercycle
October 13, 2025
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
Economy
Tickers
COPX
FCX
SCCO
Exposures
Artificial Intelligence
Economy
In Today's Market, Should You Invest in Cryptocurrency or Stocks?
October 13, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
NVDA
SPY
Exposures
Artificial Intelligence
Interest Rates
Drug Stocks Just Had Their Best Week in 2 Decades. Should You Invest?
October 13, 2025
Via
The Motley Fool
Topics
ETFs
Government
World Trade
Tickers
JNJ
LLY
MRK
NVO
NVS
PFE
Exposures
Political
Tariff
5 Reasons to Buy Global X Uranium ETF Like There's No Tomorrow
October 13, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Emissions
Tickers
GS
MSFT
URA
Exposures
Artificial Intelligence
Coal
Fossil Fuels
Prediction: This Unstoppable BlackRock ETF Will Crush the S&P 500 Again in 2026
October 13, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Tickers
AAPL
AMD
AVGO
BLK
IGM
MSFT
Exposures
Artificial Intelligence
Supply Chain
US Equities
Are You Making These 3 ETF Mistakes That Cost You 50% in Gains?
October 13, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
IVZ
IXUS
MEME
OZEM
QQQ
SPY
Silver Surges To Multi-Decade Highs: Experts Split On Sustainability Of Rally
October 13, 2025
Via
Stocktwits
Topics
ETFs
TJX Stock Keeps Getting Stronger; Earns Price Performance Rating Upgrade. Still Shy Of Key Benchmark
October 13, 2025
Via
Investor's Business Daily
Topics
ETFs
2 Vanguard ETFs to Buy With $100 and Hold Forever
October 13, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Tickers
BND
MSFT
NVDA
VTI
Exposures
Debt Markets
Bitcoin's Flash Crash Over Weekend Prompts Analyst To Sound Warning on BTC ETFs: Continuous Liquidity Essential To 'Prudent Risk Management'
October 13, 2025
Via
Benzinga
Topics
ETFs
Tickers
IBIT
Gold Soars to Unprecedented Heights Amidst Global Turmoil
October 12, 2025
Via
MarketMinute
Topics
ETFs
Economy
Government
Tickers
ABX
GOLD
GS
NEM
UBS
Exposures
Economy
Interest Rates
Political
Why the Vanguard High Dividend Yield ETF (VYM) Could Be the ETF to Own in 2025
October 12, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
VYM
Cathie Wood Bought Alibaba Stock -- What It Means for Investors
October 12, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Tickers
ARKF
ARKW
BABA
Exposures
Artificial Intelligence
The Best Dividend ETF to Invest $1,000 in Right Now
October 12, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
Tickers
CSCO
CVX
HD
KO
LMT
MO
Exposures
US Equities
Warren Buffett's Favorite Stock Valuation Gauge Just Hit an All-Time High. What Should Investors Do?
October 12, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AAPL
MSFT
NVDA
SCHD
VOO
VUG
Exposures
Artificial Intelligence
Economy
Better Buy: Bitcoin vs. Gold
October 12, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
IAU
IBIT
JPM
WT
A Once-in-a-Decade Investment Opportunity: 1 Little-Known Vanguard Index Fund to Buy for the Artificial Intelligence (AI) Boom
October 12, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Tickers
AAPL
AIQ
AMD
AVGO
CRM
CSCO
Exposures
Artificial Intelligence
XRP Eyes Historic $3.11 Weekly Close Amid Renewed Confidence and Post-Crash Recovery
October 12, 2025
Via
BreakingCrypto
Topics
ETFs
Economy
Government
Tickers
BEN
BITO
EETH
Exposures
Financial
Interest Rates
Legal
Ethereum: Far From Dead, Thriving Amidst Upgrades, ETFs, and Staking Surge
October 12, 2025
Via
BreakingCrypto
Topics
ETFs
Economy
Tickers
BLK
FIS
GBTC
Exposures
Economy
BlackRock’s Bitcoin Bet: $2.6 Billion Influx Signals Unwavering Institutional Conviction Amidst Market Turmoil
October 12, 2025
Via
BreakingCrypto
Topics
ETFs
World Trade
Tickers
BLK
Exposures
Tariff
Over $1 Billion in Altcoins Unleashed: Navigating the October 2025 Token Unlock Deluge
October 12, 2025
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
Exposures
Interest Rates
Legal
Regulatory
Telegram Founder Pavel Durov’s Bitcoin Bet: A Blueprint for Early Crypto Adoption and Lifestyle Funding
October 12, 2025
Via
BreakingCrypto
Topics
ETFs
Economy
Exposures
Censorship
Interest Rates
Meme Coin vs. King Crypto: Bitcoin and Shiba Inu – A Clash of Investment Philosophies
October 12, 2025
Via
BreakingCrypto
Topics
ETFs
Economy
Tickers
BLK
Exposures
Economy
Interest Rates
Bitcoin’s $150,000 Dream by 2025: A Reality Check Amidst Unprecedented Volatility
October 12, 2025
Via
BreakingCrypto
Topics
ETFs
Economy
Government
Tickers
MSTR
Exposures
Interest Rates
Political
Tariff
< Previous
1
2
...
27
28
29
30
31
32
33
34
35
...
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.