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 >
Who's Going Public Next? Kalshi Bets Drop US IPO Clues Before 2027— And It's Not Just SpaceX Or OpenAI
↗
January 02, 2026
Via
Benzinga
Topics
Initial Public Offering
Exposures
Securities Market
The Great Hesitation: Markets Wake to a Foggy 2026 After Holiday Lull
January 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AAPL
AMZN
GS
JPM
NVDA
WMT
Exposures
Artificial Intelligence
Economy
Interest Rates
The Great Rotation: Why Big Tech is Faltering as the 'Impressive 493' Take the Reins in 2026
January 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AAPL
AMZN
CAT
CEG
ETN
GEV
Exposures
Artificial Intelligence
Economy
Interest Rates
The January "Rude Awakening": Why Wall Street Fears a Volatility Spike After a Deceptive 2025
January 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AAPL
AMZN
BAC
GOOGL
GS
JPM
Exposures
Artificial Intelligence
Economy
Interest Rates
Momentum in Healthcare and Banking to Persist in 2026 as AstraZeneca and Citigroup Lead the Charge
January 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AZN
BCS
C
GS
HSBC
JPM
Exposures
Artificial Intelligence
Interest Rates
Product Safety
The Great Rebalancing: Small-Caps Surge as Big Tech Giants Stumble in Early 2026
January 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AAPL
AMZN
CYTK
GOOGL
GRC
IWM
Exposures
Artificial Intelligence
Economy
Interest Rates
Why Toast (TOST) Stock Is Falling Today
January 02, 2026
Via
StockStory
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AAPL
MSFT
TOST
Exposures
Artificial Intelligence
Interest Rates
Securities Market
Coinbase (COIN) Stock Is Up, What You Need To Know
January 02, 2026
Via
StockStory
Topics
Artificial Intelligence
Derivatives
Initial Public Offering
Tickers
COIN
KO
MSFT
Exposures
Artificial Intelligence
Derivatives
Securities Market
Warby Parker (WRBY) Stock Is Up, What You Need To Know
January 02, 2026
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Tickers
AAPL
MSFT
WRBY
Exposures
Artificial Intelligence
Securities Market
As SpaceX Readies for Massive IPO, This Is the Space Stock You Should Be Buying
January 02, 2026
Via
Barchart.com
Topics
Initial Public Offering
Exposures
Securities Market
Why Baidu Is Soaring Today
↗
January 02, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Tickers
BIDU
Exposures
Artificial Intelligence
Securities Market
Kaplan Fox Encourages Investors of Klarna Group plc (KLAR) to Contact the Firm Before Lead Plaintiff Deadline on February 20, 2026
January 02, 2026
Via
NewMediaWire
Topics
Initial Public Offering
Lawsuit
Tickers
KLAR
Exposures
Financial
Legal
Securities Market
Kaplan Fox Encourages Investors of Klarna Group plc (KLAR) to Contact the Firm Before Lead Plaintiff Deadline on February 20, 2026
January 02, 2026
Via
TheNewswire.com
Topics
Initial Public Offering
Lawsuit
Tickers
KLAR
Exposures
Financial
Legal
Securities Market
The Great Rebound: Global Markets Embrace 'Risk-On' Surge as 2026 Opens with Fiscal Firepower
January 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
BIDU
CEG
COIN
HOOD
INTC
LMT
Exposures
Artificial Intelligence
Economy
Interest Rates
Nasdaq Composite Jumps 1% on First Trading Day of 2026 as Tech Momentum Returns
January 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AAPL
BIDU
MRVL
MSFT
MU
NVDA
Exposures
Artificial Intelligence
Interest Rates
Securities Market
Tesla (TSLA) in 2026: The AI Pivot and the ‘Delivery Hollow’ Challenge
January 02, 2026
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Electric Vehicles
Tickers
BIDU
BYDDY
LCID
RIVN
TSLA
VLKAF
Exposures
Artificial Intelligence
Electric Vehicles
Interest Rates
The 7,000 Threshold: S&P 500 Defies Year-End Slump with Explosive 2026 Breakout
January 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
BLK
CEG
GOOGL
IBKR
JPM
LUNR
Exposures
Artificial Intelligence
Economy
Interest Rates
Alphabet’s Golden Year: Inside the 2025 Rally and the Future of the AI Giant
January 02, 2026
Via
PredictStreet
Topics
Artificial Intelligence
Initial Public Offering
Tickers
AMZN
GOOGL
GS
JPM
LLY
MSFT
Exposures
Artificial Intelligence
Securities Market
The Rise of the Fintech Giant: A Deep Dive into SoFi Technologies (SOFI) and the 2026 S&P 500 Horizon
January 02, 2026
Via
PredictStreet
Topics
Artificial Intelligence
Credit Cards
ETFs
Tickers
HOOD
JPM
MQ
NU
SOFI
Exposures
Artificial Intelligence
Interest Rates
Legal
Pure Storage (PSTG): The Architecture of the AI Factory and the Future of the All-Flash Data Center
January 02, 2026
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
C
CSCO
DELL
GOOGL
HPE
JPM
Exposures
Artificial Intelligence
Economy
Securities Market
The Rise of the AI Marketing Cloud: A Deep Dive into Zeta Global (ZETA)
January 02, 2026
Via
PredictStreet
Topics
Artificial Intelligence
Initial Public Offering
Tickers
AAPL
ADBE
BRZE
CRM
EBAY
KVYO
Exposures
Artificial Intelligence
Securities Market
The 2026 Comeback: A Deep-Dive Research Report on The Trade Desk (TTD)
January 02, 2026
Via
PredictStreet
Topics
Artificial Intelligence
Government
Initial Public Offering
Tickers
AMZN
CRTO
DIS
GOOGL
META
MGNI
Exposures
Artificial Intelligence
Political
Securities Market
TransDigm Group (TDG): The Private Equity Powerhouse of the Skies – A 2026 Deep Dive
January 02, 2026
Via
PredictStreet
Topics
Economy
Initial Public Offering
Intellectual Property
Tickers
BA
EADSY
HEI
PH
TDG
Exposures
Boeing 737
Intellectual Property
Securities Market
The Renaissance of Storage: A Deep Dive into SanDisk (SNDK)’s Historic 2025 Performance and 2026 Outlook
January 02, 2026
Via
PredictStreet
Topics
Artificial Intelligence
Initial Public Offering
Tickers
CSCO
MU
NVDA
SNDK
SSNLF
WDC
Exposures
Artificial Intelligence
Securities Market
Ribo launches Hong Kong IPO Amid Optimism For siRNA Therapies
↗
January 02, 2026
Via
Benzinga
Topics
Initial Public Offering
Exposures
Securities Market
Event Organizer Meorient Files For Hong Kong IPO To Fund Expansion
↗
January 02, 2026
Via
Benzinga
Topics
Initial Public Offering
Exposures
Securities Market
Stock Index Futures Climb in Strong Start to 2026
January 02, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
Tickers
BIDU
NKE
TSLA
Exposures
Artificial Intelligence
Economy
Interest Rates
Down 57%, Is Nike Stock a Buy in 2026?
↗
January 02, 2026
Via
The Motley Fool
Topics
Economy
Initial Public Offering
Tickers
NKE
Exposures
Economy
Securities Market
Could This Cloud Stock Hit New Highs by the End of 2026?
↗
January 01, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Tickers
CRWV
IBM
MSFT
Exposures
Artificial Intelligence
Securities Market
The Great Normalization: 2026 Fed Rate Cut Speculation Ignites Market "Great Rotation"
January 01, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
AMZN
DLR
GOOGL
GS
INTC
MS
Exposures
Artificial Intelligence
Debt Markets
Economy
< 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.