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
...
15
16
17
18
19
20
21
22
23
...
99
100
Next >
IBM Acquires Confluent for $11 Billion, Forging a Real-Time Data Backbone for Enterprise AI
December 08, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Fraud
Tickers
AMZN
CFLT
GOOGL
IBM
MSFT
Exposures
Artificial Intelligence
Legal
Supply Chain
Online scams peak over the holidays: What you need to know
December 08, 2025
Via
Brandpoint
Topics
Fraud
Tickers
COIN
Exposures
Legal
Lead Plaintiff Deadline Approaching in KMX: Kessler Topaz Meltzer & Check, LLP Reminds Investors a Securities Fraud Class Action has Been Filed Against CarMax, Inc. (KMX)
December 07, 2025
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
KMX
Exposures
Financial
Legal
Lead Plaintiff Deadline Approaching in KMX: Kessler Topaz Meltzer & Check, LLP Reminds Investors a Securities Fraud Class Action has Been Filed Against CarMax, Inc. (KMX)
December 07, 2025
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
KMX
Exposures
Financial
Legal
Varonis Systems, Inc. Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages Varonis Systems, Inc. (NASDAQ: VRNS) Investors With Significant Losses to Contact the Firm
December 07, 2025
Via
NewMediaWire
Topics
Fraud
Tickers
VRNS
Exposures
Legal
Varonis Systems, Inc. Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages Varonis Systems, Inc. (NASDAQ: VRNS) Investors With Significant Losses to Contact the Firm
December 07, 2025
Via
TheNewswire.com
Topics
Fraud
Tickers
VRNS
Exposures
Legal
QURE Investigation: Kessler Topaz Meltzer & Check, LLP Encourages uniQure N.V. (NASDAQ: QURE) Investors With Significant Losses to Contact the Firm
December 07, 2025
Via
NewMediaWire
Topics
Fraud
Tickers
QURE
Exposures
Legal
Product Safety
QURE Investigation: Kessler Topaz Meltzer & Check, LLP Encourages uniQure N.V. (NASDAQ: QURE) Investors With Significant Losses to Contact the Firm
December 07, 2025
Via
TheNewswire.com
Topics
Fraud
Tickers
QURE
Exposures
Legal
Product Safety
DXCM Investor Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Deadline in Securities Fraud Class Action Lawsuit Filed Against DexCom, Inc. (DXCM)
December 07, 2025
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
DXCM
Exposures
Financial
Legal
DXCM Investor Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Deadline in Securities Fraud Class Action Lawsuit Filed Against DexCom, Inc. (DXCM)
December 07, 2025
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
DXCM
Exposures
Financial
Legal
SFM Investor Alert: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against Sprouts Farmers Market, Inc. (SFM)
December 07, 2025
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
SFM
Exposures
Financial
Legal
SFM Investor Alert: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against Sprouts Farmers Market, Inc. (SFM)
December 07, 2025
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
SFM
Exposures
Financial
Legal
Here's What Happens When You Spend More Than $5,000 on Your Credit Card
↗
December 07, 2025
Via
The Motley Fool
Topics
Credit Cards
Fraud
Exposures
Interest Rates
Legal
Finaive Announces AI-Powered Fraud Prevention System for Digital Commerce
December 06, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Fraud
Tickers
AMZN
Exposures
Artificial Intelligence
Legal
KMX CLASS ACTION FILED: Kessler Topaz Meltzer & Check, LLP Reminds Investors - a Securities Fraud Class Action Lawsuit Has Been Filed Against CarMax, Inc. (KMX)
December 06, 2025
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
KMX
Exposures
Financial
Legal
KMX CLASS ACTION FILED: Kessler Topaz Meltzer & Check, LLP Reminds Investors - a Securities Fraud Class Action Lawsuit Has Been Filed Against CarMax, Inc. (KMX)
December 06, 2025
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
KMX
Exposures
Financial
Legal
Class Action Announcement SFM: A Securities Fraud Class Action Lawsuit Was Filed Against Sprouts Farmers Market, Inc. (SFM)
December 06, 2025
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
SFM
Exposures
Financial
Legal
Class Action Announcement SFM: A Securities Fraud Class Action Lawsuit Was Filed Against Sprouts Farmers Market, Inc. (SFM)
December 06, 2025
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
SFM
Exposures
Financial
Legal
Microsoft Unleashes Fara-7B: A New Era of On-Device, Action-Oriented AI Takes Control
December 06, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Fraud
Tickers
MSFT
Exposures
Artificial Intelligence
Legal
Supply Chain
Microsoft’s VibeVoice-Realtime-0.5B: A Game-Changer for Instant AI Conversations
December 06, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Fraud
Tickers
AAPL
AMZN
GOOGL
MSFT
Exposures
Artificial Intelligence
Legal
Toyota Motor Corporation (TM): Navigating the Future of Mobility
December 05, 2025
Via
PredictStreet
Topics
Economy
Fraud
Intellectual Property
Tickers
NVDA
TM
Exposures
Economy
Intellectual Property
Legal
Survivors of Abuse NY Addresses Civil Legal Options for Sex Trafficking Survivors
December 05, 2025
Via
Press Advantage
Topics
Fraud
Exposures
Legal
The Future of Flight Booking APIs in the Travel Industry
December 05, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Fraud
Exposures
Artificial Intelligence
Legal
Terra Founder Do Kwon Faces Possible 12-Year Prison Term As DOJ Pushes For Maximum Sentence
↗
December 05, 2025
Via
Benzinga
Topics
Fraud
Exposures
Legal
Why Is Albemarle Stock Up 6% Today?
↗
December 05, 2025
Via
Stocktwits
Topics
Earnings
Fraud
Tickers
ACES
ALB
GMET
UBS
Exposures
Financial
Legal
Khalid Akram Offers Free Criminal Law Consultations Throughout December in Calgary
December 05, 2025
Via
AB Newswire
Topics
Firearms
Fraud
Exposures
Firearms
Legal
Compass Diversified Stock Plunges On ‘Most Significant Loss’ After Fraud Forces Removal Of Three Years Of Financials
↗
December 05, 2025
Via
Stocktwits
Topics
Fraud
Tickers
CODI
IWMW
UWM
Exposures
Legal
QURE Investigation Reminder: Kessler Topaz Meltzer & Check, LLP Encourages uniQure N.V. (NASDAQ: QURE) Investors With Significant Losses to Contact the Firm
December 05, 2025
Via
TheNewswire.com
Topics
Fraud
Tickers
QURE
Exposures
Legal
Product Safety
QURE Investigation Reminder: Kessler Topaz Meltzer & Check, LLP Encourages uniQure N.V. (NASDAQ: QURE) Investors With Significant Losses to Contact the Firm
December 05, 2025
Via
NewMediaWire
Topics
Fraud
Tickers
QURE
Exposures
Legal
Product Safety
Sprott Physical Gold and Silver Trust Soars to All-Time High Amidst Surging Precious Metals Demand
December 05, 2025
Via
MarketMinute
Topics
ETFs
Economy
Fraud
Tickers
ABX
AEM
GOLD
GS
HL
JPM
Exposures
Interest Rates
Legal
Supply Chain
< Previous
1
2
...
15
16
17
18
19
20
21
22
23
...
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.