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 >
Financial App Market 2031: Size, Share, Trends & Report
↗
Today 2:14 EDT
Via
Talk Markets
Topics
Artificial Intelligence
Fraud
Exposures
Artificial Intelligence
Legal
India Fintech Blockchain Market 2031: Market Trends & Size, Report and Share
↗
Today 2:03 EDT
Via
Talk Markets
Topics
Fraud
Exposures
Legal
GDPR for Small Businesses That Are Not Tech Companies
↗
Today 0:39 EDT
Via
Talk Markets
Topics
Fraud
Supply Chain
Exposures
Legal
Supply Chain
Simply Good Foods Company Securities Fraud Class Action Result of Undisclosed Acquisition Failures and Over 27% Stock Decline - Investors May Contact Lewis Kahn, Esq., at Kahn Swick & Foti, LLC
September 02, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
SMPL
Exposures
Financial
Legal
PROCEPT BioRobotics Corporation Securities Fraud Class Action Result of Undisclosed Inventory Issues and Approximately 18% Stock Decline - Investors may Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
September 02, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
PRCT
Exposures
Financial
Legal
Cogent Communications Holdings Securities Fraud Class Action Result of Undisclosed Demand and Backlog Issues and Approximately 29% Stock Decline - Investors May Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
September 02, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
CCOI
Exposures
Financial
Legal
HDFC Bank Limited Securities Fraud Class Action Result of Deceptive Interest Payments and Approximately 4% Stock Decline - Investors may Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
September 02, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
HDB
Exposures
Financial
Legal
Kaplan Fox Shareholder Alert: Deadline to Lead in the Securities Fraud Lawsuit Against Bloom Energy Corporation (NYSE: BE) is September 28, 2026
September 02, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Supply Chain
Tickers
BAC
BE
Exposures
Financial
Legal
Supply Chain
Kaplan Fox Shareholder Alert: Deadline to Lead in the Securities Fraud Lawsuit Against EquipmentShare.Com Inc (NASDAQ: EQPT) is September 21, 2026
September 02, 2026
Via
NewMediaWire
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
EQPT
Exposures
Financial
Legal
Securities Market
Kaplan Fox Shareholder Alert: Deadline to Lead in the Securities Fraud Lawsuit Against GPGI, Inc. (NYSE: GPGI) is September 14, 2026
September 02, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
BAC
CMPO
GPGI
Exposures
Financial
Legal
1Pay.pk Publishes Merchant Guidance on Reconciliation and Settlement Visibility
September 02, 2026
Via
Press Advantage
Topics
Fraud
Exposures
Legal
NASDAQ: SMPL: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Fraud Class Action Lawsuit Against The Simply Good Foods Company (SMPL)
September 02, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Retirement
Tickers
SMPL
Exposures
Financial
Legal
Pension
Robbins LLP Reminds HTZ Stockholders of the Securities Fraud Class Action Against Hertz Global Holdings, Inc
September 02, 2026
Via
Newsfile
Topics
Fraud
Lawsuit
Tickers
HTZ
Exposures
Financial
Legal
AEVEX Corp. (AVEX) Class Action Lawsuit Seeks Recovery for Investors; October 20, 2026, Deadline - Contact Kessler Topaz Meltzer & Check, LLP
September 02, 2026
Via
NewMediaWire
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
AVEX
Exposures
Financial
Legal
Securities Market
GoDaddy Inc. (GDDY) Investors: October 20, 2026, Deadline in Securities Fraud Class Action Lawsuit
September 02, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
GDDY
Exposures
Financial
Legal
New Survey: 1 in 3 Americans Unaware Credit Repair Is Legal
September 02, 2026
Via
Press Release Distribution Service
Topics
Fraud
Exposures
Legal
Rackspace Technology, Inc. Investors Have Opportunity to Lead Securities Fraud Class Action Lawsuit
September 02, 2026
Via
NewMediaWire
Topics
Artificial Intelligence
Fraud
Lawsuit
Tickers
RXT
Exposures
Artificial Intelligence
Financial
Legal
Pelican AI Appoints Nino Di Teodoro as Chief Executive Officer to Lead Next Phase of Commercial Growth
September 02, 2026
Via
Newsfile
Topics
Artificial Intelligence
Fraud
Tickers
CSE:PEL
Exposures
Artificial Intelligence
Legal
Medical Billing Audit Red Flags Every Practice Owner Should Know
↗
September 02, 2026
Via
Talk Markets
Topics
Fraud
Exposures
Legal
India Artificial Intelligence (AI) in BFSI Market 2030: Trends, Size
↗
September 02, 2026
Via
Talk Markets
Topics
Artificial Intelligence
Fraud
Exposures
Artificial Intelligence
Legal
Data science
↗
September 02, 2026
Via
Talk Markets
Topics
Artificial Intelligence
Fraud
Exposures
Artificial Intelligence
Legal
GoDaddy Inc. (GDDY) Securities Fraud Class Action Lawsuit Filed; October 20, 2026, Lead Plaintiff Deadline
September 01, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
GDDY
Exposures
Financial
Legal
Kaplan Fox Shareholder Alert: Deadline to Lead in the Securities Fraud Lawsuit Against Rackspace Technology, Inc. (NASDAQ: RXT) is September 28, 2026
September 01, 2026
Via
NewMediaWire
Topics
Artificial Intelligence
Fraud
Lawsuit
Tickers
RXT
Exposures
Artificial Intelligence
Financial
Legal
Kaplan Fox Shareholder Alert: Deadline to Lead in the Securities Fraud Lawsuit Against Planet Fitness, Inc. (NYSE: PLNT) is September 14, 2026
September 01, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
BAC
PLNT
Exposures
Financial
Legal
Capricor Therapeutics, Inc. (CAPR) Investors: September 28, 2026, Deadline in Securities Fraud Class Action Lawsuit
September 01, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
CAPR
Exposures
Financial
Legal
Product Safety
NASDAQ: RXT: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Fraud Class Action Lawsuit Against Rackspace Technology, Inc.
September 01, 2026
Via
NewMediaWire
Topics
Artificial Intelligence
Fraud
Lawsuit
Tickers
RXT
Exposures
Artificial Intelligence
Financial
Legal
The Curchin Group Urges New Jersey Credit Unions to Strengthen Oversight as Federal Tax Exemption Faces Renewed Scrutiny
September 01, 2026
Via
GetFeatured
Topics
Fraud
Exposures
Legal
The Simply Good Foods Company (SMPL) Investors: October 13, 2026, Deadline in Securities Fraud Class Action Lawsuit - Contact Kessler Topaz Meltzer & Check, LLP
September 01, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Retirement
Tickers
SMPL
Exposures
Financial
Legal
Pension
House of Marketers Details How TikTok Agencies Are Protecting Brands From Influencer Fraud
September 01, 2026
Via
AB Newswire
Topics
Fraud
Exposures
Legal
INVESTOR ALERT: Pentair plc (PNR) Securities Fraud Class Action Lawsuit Filed; October 2, 2026, Lead Plaintiff Deadline
September 01, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
PNR
Exposures
Financial
Legal
< 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.