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
...
25
26
27
28
29
30
31
32
33
...
99
100
Next >
Stock Market Today, Dec. 17: AI Concentration Fears Weigh on Markets
↗
December 17, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AVGO
Exposures
Artificial Intelligence
Interest Rates
Securities Market
Rivian's Landmark IPO Drowned Out by a Raging Bear Market
December 17, 2025
Via
MarketMinute
Topics
Economy
Electric Vehicles
Initial Public Offering
Tickers
AMZN
F
GM
RIVN
Exposures
Electric Vehicles
Interest Rates
Securities Market
Why a SpaceX IPO Could Be a Major Catalyst for GOOGL Stock
↗
December 17, 2025
Via
MarketBeat
Topics
Initial Public Offering
Tickers
GOOGL
PL
RKLB
Exposures
Securities Market
Could December Be the Turning Point for This Beaten-Down Tech Stock?
↗
December 17, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Tickers
FIG
Exposures
Artificial Intelligence
Securities Market
Why CONMED (CNMD) Stock Is Trading Up Today
December 17, 2025
Via
StockStory
Topics
Initial Public Offering
Tickers
AAPL
CNMD
MSFT
Exposures
Product Safety
Securities Market
Why Shoals (SHLS) Shares Are Sliding Today
December 17, 2025
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Tickers
AAPL
MS
MSFT
SHLS
Exposures
Artificial Intelligence
Securities Market
Portillo's (PTLO) Stock Is Up, What You Need To Know
December 17, 2025
Via
StockStory
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AAPL
MSFT
PTLO
Exposures
Artificial Intelligence
Interest Rates
Securities Market
Why Is NerdWallet (NRDS) Stock Rocketing Higher Today
December 17, 2025
Via
StockStory
Topics
Initial Public Offering
Tickers
AAPL
MSFT
NRDS
Exposures
Securities Market
Should You Buy Palantir Before a Potential Stock Split?
↗
December 17, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Tickers
PLTR
Exposures
Artificial Intelligence
Securities Market
2026: The Year of the Blockbuster IPO? Market Anticipates a Robust Rebound
December 17, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
MD
Exposures
Artificial Intelligence
Interest Rates
Legal
Medline Stock Soars In Debut As Medical Supply Giant Seals 2025’s Biggest IPO
↗
December 17, 2025
Via
Stocktwits
Topics
Initial Public Offering
Supply Chain
Tickers
MDLN
Exposures
Securities Market
Supply Chain
Why Reddit (RDDT) Stock Is Up Today
December 17, 2025
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Tickers
AAPL
MSFT
RDDT
RY
TSX:RY
Exposures
Artificial Intelligence
Securities Market
Why Amplitude (AMPL) Stock Is Up Today
December 17, 2025
Via
StockStory
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AMPL
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
Why Is Udemy (UDMY) Stock Rocketing Higher Today
December 17, 2025
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Supply Chain
Tickers
NVDA
UDMY
Exposures
Artificial Intelligence
Securities Market
Supply Chain
Warby Parker (WRBY) Stock Trades Up, Here Is Why
December 17, 2025
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Tickers
AAPL
MSFT
WRBY
Exposures
Artificial Intelligence
Securities Market
Why Braze (BRZE) Stock Is Trading Up Today
December 17, 2025
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Tickers
AAPL
BRZE
MSFT
Exposures
Artificial Intelligence
Securities Market
RXO (RXO) Stock Trades Down, Here Is Why
December 17, 2025
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Tickers
AAPL
GS
MSFT
RXO
UBS
Exposures
Artificial Intelligence
Securities Market
Why Olaplex (OLPX) Shares Are Sliding Today
December 17, 2025
Via
StockStory
Topics
Initial Public Offering
Tickers
BAC
OLPX
Exposures
Securities Market
ServiceNow (NYSE: NOW): An AI-Powered Enterprise at a Crossroads
December 17, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
ACN
MSFT
NOW
NVDA
ORCL
Exposures
Artificial Intelligence
COVID-19
Intellectual Property
Lead Plaintiff Deadline Approaching in FLY: Kessler Topaz Meltzer & Check, LLP Reminds Investors A Securities Fraud Class Action Has Been Filed Against Firefly Aerospace Inc. (FLY)
December 17, 2025
Via
NewMediaWire
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
FLY
Exposures
Financial
Legal
Securities Market
Lead Plaintiff Deadline Approaching in FLY: Kessler Topaz Meltzer & Check, LLP Reminds Investors A Securities Fraud Class Action Has Been Filed Against Firefly Aerospace Inc. (FLY)
December 17, 2025
Via
TheNewswire.com
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
FLY
Exposures
Financial
Legal
Securities Market
Autozi Internet Technology (Global) Ltd. (AZI): A Deep Dive into its Volatile Path and Ambitious Future
December 17, 2025
Via
PredictStreet
Topics
Economy
Electric Vehicles
Initial Public Offering
Tickers
AZI
TC
TCEHY
Exposures
Electric Vehicles
Securities Market
Supply Chain
Nyxoah SA (NASDAQ: NYXH): A Deep Dive into its Bilateral Approach to Sleep Apnea
December 17, 2025
Via
PredictStreet
Topics
Initial Public Offering
Intellectual Property
Tickers
NYXH
Exposures
Intellectual Property
Product Safety
Securities Market
QuantumScape (QS): A Deep Dive into the Future of Solid-State Batteries
December 17, 2025
Via
PredictStreet
Topics
Electric Vehicles
Initial Public Offering
Intellectual Property
Tickers
BMWYY
GLW
QS
TM
VLKAF
VWAGY
Exposures
Electric Vehicles
Intellectual Property
Securities Market
Why a $58 Million Bet on StubHub Stock Still Makes Sense Despite a 40% Post-IPO Drop in Share Price
↗
December 17, 2025
Via
The Motley Fool
Topics
Initial Public Offering
Regulatory Compliance
Tickers
HNGE
MSFT
NVDA
S
STUB
UDMY
Exposures
Legal
Regulatory
Securities Market
Apple Inc. (AAPL): A Deep Dive into the Tech Giant’s Future
December 17, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Bankruptcy
Economy
Tickers
AAPL
F
INTC
MSFT
SSNLF
VLKAF
Exposures
Artificial Intelligence
Financial
Legal
Alphabet Inc. (GOOGL): An In-Depth Analysis of the AI Powerhouse Amidst Regulatory Crosswinds (December 17, 2025)
December 17, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Initial Public Offering
Tickers
BRK-A
BRK-B
FIT
GOOGL
WMT
Exposures
Artificial Intelligence
Securities Market
Palantir Technologies (PLTR): An In-Depth Analyst and Journalistic Feature
December 17, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Fraud
Tickers
ACN
JPM
PYPL
Exposures
Artificial Intelligence
Legal
Securities Market
Microsoft (MSFT): An AI-First Titan Navigating a Dynamic Tech Landscape
December 17, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Initial Public Offering
Tickers
IBM
MSFT
NOK
Exposures
Artificial Intelligence
Securities Market
Meta Platforms (NASDAQ: META): Navigating the AI Frontier and Metaverse Evolution
December 17, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Initial Public Offering
Workforce
Tickers
META
Exposures
Artificial Intelligence
Layoff
Securities Market
< Previous
1
2
...
25
26
27
28
29
30
31
32
33
...
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.