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
...
10
11
12
13
14
15
16
17
18
...
99
100
Next >
President Donald Trump Made Changes to Social Security in 2025, but They Fell Short of What He Promised
↗
December 23, 2025
Via
The Motley Fool
Topics
Fraud
Government
Retirement
Exposures
Legal
Pension
Political
Grant Blair Advocates for Human-Centered Support in the Digital Age
December 22, 2025
Via
Get News
Topics
Fraud
Exposures
Legal
FLY Investor Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Deadline in Securities Fraud Class Action Lawsuit Filed Against Firefly Aerospace Inc. (FLY)
December 22, 2025
Via
NewMediaWire
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
FLY
Exposures
Financial
Legal
Securities Market
FLY Investor Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Deadline in Securities Fraud Class Action Lawsuit Filed Against Firefly Aerospace Inc. (FLY)
December 22, 2025
Via
TheNewswire.com
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
FLY
Exposures
Financial
Legal
Securities Market
Kvaden (KDN): AI Token Nears Major Exchange Listings
December 22, 2025
Via
GlobePRwire
Topics
Artificial Intelligence
Fraud
Tickers
COIN
Exposures
Artificial Intelligence
Legal
SFM Announcement: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against Sprouts Farmers Market, Inc. (SFM)
December 22, 2025
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
SFM
Exposures
Financial
Legal
SFM Announcement: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against Sprouts Farmers Market, Inc. (SFM)
December 22, 2025
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
SFM
Exposures
Financial
Legal
Constitutional Crisis at the CFPB: 21 States Sue to Halt 'Defunding Ruse' by Trump Administration
December 22, 2025
Via
MarketMinute
Topics
Credit Cards
Economy
Fraud
Tickers
BAC
COF
EFX
JPM
META
RKT
Exposures
Financial
Interest Rates
Legal
Palantir’s AI Hegemony: Stock Eyes $200 as ‘Mega API’ and Record Defense Contracts Cement Market Dominance
December 22, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Fraud
Tickers
ACHR
AI
BA
LDOS
PLTR
RTX
Exposures
Artificial Intelligence
Immigration
Legal
U.S. Visa Waivers Explained: When a Past Mistake Should Not Define One’s Future.
December 22, 2025
Via
Get News
Topics
Fraud
Immigration
Tickers
V
Exposures
Immigration
Legal
The Fortress in a Changing Tide: A Deep Dive into JPMorgan Chase (JPM) and the Post-Rate-Cut Era
December 22, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
BAC
BLK
C
GS
JPM
MS
Exposures
Artificial Intelligence
COVID-19
Economy
3 Reasons to Buy Luckin Coffee Stock in 2026
↗
December 21, 2025
Via
The Motley Fool
Topics
Bankruptcy
Fraud
Tickers
SBUX
Exposures
Financial
Legal
FLY SHAREHOLDER ALERT: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against Firefly Aerospace Inc. (FLY)
December 21, 2025
Via
TheNewswire.com
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
FLY
Exposures
Financial
Legal
Securities Market
FLY SHAREHOLDER ALERT: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against Firefly Aerospace Inc. (FLY)
December 21, 2025
Via
NewMediaWire
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
FLY
Exposures
Financial
Legal
Securities Market
Kessler Topaz Meltzer & Check, LLP Reminds KMX Shareholders of Deadline in Securities Fraud Class Action Lawsuit Filed Against CarMax, Inc. (KMX)
December 21, 2025
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
KMX
Exposures
Financial
Legal
Kessler Topaz Meltzer & Check, LLP Reminds KMX Shareholders of Deadline in Securities Fraud Class Action Lawsuit Filed Against CarMax, Inc. (KMX)
December 21, 2025
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
KMX
Exposures
Financial
Legal
This Payments Stock Is Down 37% This Past Year as One Fund Trimmed a $40 Million Stake
↗
December 20, 2025
Via
The Motley Fool
Topics
Fraud
Regulatory Compliance
Tickers
CLS
DBRG
ELF
FOUR
MOD
TTMI
Exposures
Legal
Regulatory
Kessler Topaz Meltzer & Check, LLP Reminds SFM Investors of January 26, 2026 Deadline in Securities Fraud Class Action and Urges Investors With Losses to Contact the Firm
December 20, 2025
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
SFM
Exposures
Financial
Legal
Kessler Topaz Meltzer & Check, LLP Reminds SFM Investors of January 26, 2026 Deadline in Securities Fraud Class Action and Urges Investors With Losses to Contact the Firm
December 20, 2025
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
SFM
Exposures
Financial
Legal
AMSimpkins & Associates Announces S.A.F.E. Platform for Fraud Prevention in Higher Education
December 19, 2025
Via
Press Release Distribution Service
Topics
Fraud
Exposures
Legal
STUB Announcement: Kessler Topaz Meltzer & Check, LLP Encourages StubHub Holdings, Inc. (STUB) Investors to Contact the Firm About Securities Fraud Class Action Lawsuit
December 19, 2025
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
STUB
Exposures
Financial
Legal
STUB Announcement: Kessler Topaz Meltzer & Check, LLP Encourages StubHub Holdings, Inc. (STUB) Investors to Contact the Firm About Securities Fraud Class Action Lawsuit
December 19, 2025
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
STUB
Exposures
Financial
Legal
The Invisible Closing Agent: How Generative AI is Orchestrating a $200 Million Real Estate Fraud Crisis
December 19, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Fraud
Tickers
ASX:NWS
CRWD
MSFT
NWS
OKTA
Exposures
Artificial Intelligence
Economy
Legal
Bipartisan Senate Bill Targets AI Fraud: New Interagency Committee to Combat Deepfakes and Scams
December 19, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Fraud
Intellectual Property
Tickers
GOOGL
JPM
META
MSFT
Exposures
Artificial Intelligence
Criminal
Intellectual Property
Kessler Topaz Meltzer & Check, LLP Announces Securities Fraud Class Action Lawsuit Filed Against Firefly Aerospace Inc.
December 19, 2025
Via
TheNewswire.com
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
FLY
Exposures
Financial
Legal
Securities Market
Kessler Topaz Meltzer & Check, LLP Announces Securities Fraud Class Action Lawsuit Filed Against Firefly Aerospace Inc.
December 19, 2025
Via
NewMediaWire
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
FLY
Exposures
Financial
Legal
Securities Market
Proxy Infrastructure Emerges as a Critical Line Item in Enterprise Cybersecurity Budgets
December 19, 2025
Via
GlobePRwire
Topics
Artificial Intelligence
Fraud
Exposures
Artificial Intelligence
Legal
What Are the Odds That Plaid IPOs in 2026?
↗
December 19, 2025
Via
The Motley Fool
Topics
Economy
Fraud
Initial Public Offering
Tickers
BEN
BLK
CHYM
FIS
JPM
KLAR
Exposures
Economy
Legal
Securities Market
This Crypto Scheme Targeted Working-Class Investors – And Has Landed A Second Executive In Prison
↗
December 19, 2025
Via
Stocktwits
Topics
Fraud
Law Enforcement
Tickers
BTC
IBIT
Exposures
Legal
The Baseless Blame Game: Leadership, Losses, and the Myth of the Crypto Fall Guy
December 19, 2025
Via
24-7 Press Release
Topics
Fraud
Lawsuit
Exposures
Financial
Legal
< Previous
1
2
...
10
11
12
13
14
15
16
17
18
...
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.