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
...
12
13
14
15
16
17
18
19
20
...
99
100
Next >
Donald Trump Lifts These Marijuana Stocks On Reports He's Poised To Loosen Federal Restrictions
↗
December 12, 2025
Via
Investor's Business Daily
Topics
Cannabis
Government
Exposures
Cannabis
Political
How Much Would The US Have To Refund If The Court Strikes Trump’s Tariffs?
↗
December 12, 2025
Via
Talk Markets
Topics
Government
Exposures
Political
Russia Can Sustain Ukraine War Spending For Another 'Two To Three Years At Least,' Ex-Central Banker Says As Trump Grows Frustrated
↗
December 12, 2025
Via
Benzinga
Topics
Economy
Government
Exposures
Interest Rates
Political
Is LULU Stock 'Dead Money’? Jefferies Believes So But Calls CEO Change A 'Big Positive', Recommends Return To Roots
↗
December 12, 2025
Via
Stocktwits
Topics
Government
Tickers
LULU
NFLX
Exposures
Political
Has Roblox’s Viral Growth Faded? JPMorgan Sees Rough Waters Ahead
↗
December 12, 2025
Via
Stocktwits
Topics
Government
Lawsuit
Tickers
JPM
NFLX
RBLX
Exposures
Financial
Legal
Political
Trump Reportedly Plans Major Shift To Ease Federal Marijuana Rules
↗
December 12, 2025
Via
Benzinga
Topics
Cannabis
Government
Exposures
Cannabis
Political
Robert Reich Sounds Alarm: Trump’s Grip On Private Sector In Spotlight As Paramount, Netflix Battle For WBD Heats Up
↗
December 12, 2025
Via
Stocktwits
Topics
Government
Tickers
NFLX
ORCL
PSKY
WBD
Exposures
Political
RH Outgrows Competition In Tough Economy — Yet Stock Stalls: CEO Says Investors Reward Companies That Set Low Expectations and Barely Beat Them
↗
December 12, 2025
Via
Stocktwits
Topics
Economy
Government
World Trade
Tickers
ARHS
RH
W
WSM
Exposures
Economy
Political
Tariff
Stock Market Today: Dow Futures Gain, Nasdaq Slips Despite Trump Executive Order On AI—Broadcom, Lululemon, Tilray In Focus
↗
December 12, 2025
Via
Benzinga
Topics
Government
Stocks
Tickers
TLRY
Exposures
Political
US Equities
Russia, Belarus Reach Out To Venezuela's Maduro As Trump Intensifies Pressure
↗
December 12, 2025
Via
Benzinga
Topics
Government
Exposures
Political
Is Netflix's Plan to Buy Warner Bros. a Good Move for the Stock? Here's What Investors Need to Know About the Deal.
↗
December 12, 2025
Via
The Motley Fool
Topics
Government
Tickers
NFLX
WBD
Exposures
Political
The S&P 500 Has Soared 92% During This Bull Market. History Says the Stock Market Will Do This in 2026.
↗
December 12, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Government
Exposures
Artificial Intelligence
Economy
Interest Rates
Chamath Palihapitiya Argues State-Level AI Laws Threaten US Dominance, Backing Trump's AI Overhaul: 'China Is Unified'
↗
December 12, 2025
Via
Benzinga
Topics
Artificial Intelligence
Government
Exposures
Artificial Intelligence
Political
Trump Moves A Step Closer To Reclassifying Marijuana As A Less Dangerous Drug — A Breakout Moment For Weed Industry?
↗
December 12, 2025
Via
Stocktwits
Topics
Cannabis
Government
Tickers
GTBIF
IIPR
MSOS
TCNNF
TLRY
YOLO
Exposures
Cannabis
Political
Patricia Blake's SEND ME! Releases Episode 3, Capturing America's Turning Point from Late Biden to Trump 2.0 — and Premieres the New Original Single "I Will Protect You"
December 12, 2025
Via
24-7 Press Release
Topics
Government
Exposures
Political
Kevin O'Leary Doesn't See Supreme Court Clipping Trump's Wings On Tariffs: 'Executive Needs The Authority To Set Trade Policy'
↗
December 12, 2025
Via
Benzinga
Topics
Government
World Trade
Exposures
Political
Tariff
Days After Receiving Criticism Over 'Backdoor EV Mandate,' Pete Buttigieg Says Democrats Should Prepare For Trump's Departure: 'Some Republicans…'
↗
December 12, 2025
Via
Benzinga
Topics
Government
Exposures
Political
Trump's 'Enemy Within' Narrative Rejected By Top General: 'I Do Not Have Any Indications...'
↗
December 11, 2025
Via
Benzinga
Topics
Government
Exposures
Political
Gavin Newsom Says Trump's Economy Is Built To 'Serve Billionaires': 'Americans Are Being Forced To Live On The Edge'
↗
December 11, 2025
Via
Benzinga
Topics
Economy
Government
Exposures
Economy
Political
Trump Signs Executive Order Targeting 'Excessive State Regulation' of AI, Will Launch Task Force To Challenge Laws 'Inconsistent' With Federal Policy
↗
December 11, 2025
Via
Benzinga
Topics
Artificial Intelligence
Government
Exposures
Artificial Intelligence
Political
As Trump Takes a Stand Against Deere, How Should You Play the Blue-Chip Dividend Stock?
December 11, 2025
Via
Barchart.com
Topics
ETFs
Economy
Government
Tickers
DE
Exposures
Interest Rates
Political
Tariff
Do Kwon Handed 15-Year Prison Term Over TerraUSD Fraud That Fueled 2022’s Crypto Meltdown
↗
December 11, 2025
Via
Stocktwits
Topics
Economy
Fraud
Government
Tickers
LUNA
UST
USTC
Exposures
Criminal
Interest Rates
Legal
Government AI Policies: A Double-Edged Sword for Public Trust
December 11, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Government
Tickers
AMZN
GOOGL
INTC
META
MSFT
NVDA
Exposures
Artificial Intelligence
Censorship
Political
The Regulatory Tug-of-War: Federal and State Governments Clash Over AI Governance
December 11, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Government
Whistleblower
Tickers
AMZN
GOOGL
MSFT
Exposures
Artificial Intelligence
Legal
Political
Is the Bull Roaring Towards a Cliff? US Stock Valuations Spark Correction Fears
December 11, 2025
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AAPL
AI
AMZN
CCI
CMCSA
COST
Exposures
Artificial Intelligence
COVID-19
Economy
Will the Stock Market Do the Unthinkable This Year and Post a Third Consecutive Annual Gain of at Least 20%?
↗
December 11, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Government
Exposures
Artificial Intelligence
Economy
Interest Rates
Elizabeth Warren Demands Nvidia CEO Testify After Trump Moves To Allow H200 Chip Exports To China: Report
↗
December 11, 2025
Via
Stocktwits
Topics
Government
World Trade
Tickers
BABA
NVDA
TCEHY
Exposures
Political
Tariff
Wendy's (WEN) Stock Is Up, What You Need To Know
December 11, 2025
Via
StockStory
Topics
Economy
Government
World Trade
Tickers
NVDA
WEN
Exposures
Economy
Interest Rates
Political
Salesforce, Qualcomm Could Reap Huge Savings From Treasury Plan To Ease Minimum Tax Barriers: Report
↗
December 11, 2025
Via
Stocktwits
Topics
Government
World Trade
Tickers
ABNB
AMAT
AVGO
CRM
QCOM
Exposures
Political
Tariff
Intel Is Reportedly Buying SambaNova Systems. What Does That Mean for INTC Stock?
December 11, 2025
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
Tickers
INTC
NVDA
Exposures
Artificial Intelligence
Economy
Political
< Previous
1
2
...
12
13
14
15
16
17
18
19
20
...
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.