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
3
4
5
6
7
8
9
...
99
100
Next >
The AI Video Revolution: B2B Platforms Unleash Hyper-Personalized Content at Scale
November 25, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Tickers
ADBE
FIS
GOOGL
Exposures
Artificial Intelligence
Intellectual Property
Momentum Search Group Stands Among Top Attorney Staffing Agencies for Executive Talent Placement
November 25, 2025
Via
Press Advantage
Topics
Intellectual Property
Exposures
Intellectual Property
Nitorum Capital Pares Down Six Flags Position: Should Investors Be Worried About the Stock?
↗
November 25, 2025
Via
The Motley Fool
Topics
Intellectual Property
Regulatory Compliance
Tickers
FUN
Exposures
Intellectual Property
Legal
Regulatory
Lineus Medical Receives Patent for SafeBreak® Vascular Generation 2
November 24, 2025
Via
PRLog
Topics
Intellectual Property
Exposures
Intellectual Property
Aramco Ventures Establishes European AI Hub in Paris, Signaling Major Investment Push
November 25, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Emissions
Exposures
Artificial Intelligence
Climate
Economy
A Look Back: SanDisk's Ascent to the S&P 500 and its Enduring Legacy in the Memory Market
November 25, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
MU
SNDK
SSNLF
WDC
Exposures
Artificial Intelligence
Economy
Intellectual Property
Semiconductor Showdown: TSMC Sues Intel Over Alleged Trade Secret Theft and Executive Poaching
November 25, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
INTC
NVDA
TSM
Exposures
Artificial Intelligence
Financial
Intellectual Property
AST SpaceMobile Expands US Manufacturing With Two New Facilities, Doubles Workforce
↗
November 25, 2025
Via
Stocktwits
Topics
Intellectual Property
Tickers
ASTS
UFO
XTL
Exposures
Intellectual Property
A Complete Guide to Registering a Company in Cyprus: Structure, Steps, and Key Requirements
November 25, 2025
Via
Worldnewswire
Topics
Intellectual Property
Exposures
Intellectual Property
Is This the Best Value Stock to Buy While Markets Are Volatile?
↗
November 25, 2025
Via
The Motley Fool
Topics
Economy
Intellectual Property
Tickers
PFE
Exposures
Economy
Intellectual Property
Is Cadence Design Stock Underperforming the Nasdaq?
November 25, 2025
Via
Barchart.com
Topics
Intellectual Property
Stocks
Exposures
Intellectual Property
US Equities
Why Did BBBY Stock Jump Nearly 4% In After-Hours Trading?
↗
November 24, 2025
Via
Stocktwits
Topics
Intellectual Property
Tickers
BBBY
TBHC
Exposures
Intellectual Property
$2 Stocks on the Upside – INHD, MYSE, CJET, SNYR, AEHL Accelerating Now!
November 24, 2025
Via
AB Newswire
Topics
Intellectual Property
Tickers
CJET
INHD
MYSE
SNYR
Exposures
Intellectual Property
Xunling AI GEO+Agent opens up a new era of AI era
November 24, 2025
Via
Get News
Topics
Artificial Intelligence
Intellectual Property
Exposures
Artificial Intelligence
Intellectual Property
AI Christian ‘Singer’ Solomon Ray Tops Charts, Igniting Fierce Ethical and Spiritual Debate
November 24, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Tickers
GOOGL
META
Exposures
Artificial Intelligence
Intellectual Property
Tech Sector Ignites S&P 500 Rally Amidst AI Boom and Rate Cut Hopes
November 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AAPL
AMD
AMZN
AVGO
GOOGL
META
Exposures
Artificial Intelligence
COVID-19
Economy
The Sleeping Giant Awakens: How a Sentiment Reversal Could Propel HPE to AI Stardom
November 24, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Tickers
AMZN
GOOGL
HPE
JNPR
MSFT
NVDA
Exposures
Artificial Intelligence
Intellectual Property
Slkor Spearheads China’s Chip Autonomy Drive: A Deep Dive into Brand, Strategy, and Global Tech Shifts
November 24, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
IFNNY
NVDA
ON
Exposures
Artificial Intelligence
Intellectual Property
Supply Chain
Silicon Under Siege: TSMC Probes Alleged Trade Secret Heist, Sending Ripples Through AI Chip Race
November 24, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Supply Chain
Tickers
AAPL
AMD
GOOGL
INTC
NVDA
TSM
Exposures
Artificial Intelligence
Intellectual Property
Supply Chain
AI, Cyber, and Autonomous Systems: The Future Battleground Anticipated at the Northeast Indiana Defense Summit
November 24, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Tickers
GOOGL
IBM
LMT
MSFT
NOC
RTX
Exposures
Artificial Intelligence
Intellectual Property
What do you want from a new solar roof?
November 24, 2025
Via
Brandpoint
Topics
Intellectual Property
Exposures
Intellectual Property
Beyond the Code: How AI is Radically Reshaping STEM in 2025
November 24, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Climate Change
Economy
Tickers
ADSK
AMZN
GOOGL
MSFT
NVDA
Exposures
Artificial Intelligence
Climate
Intellectual Property
The Global Chip Renaissance: Billions Poured into New Fabs as Manufacturing Shifts Reshape Tech Landscape
November 24, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AMZN
GOOGL
INTC
MSFT
NVDA
SSNLF
Exposures
Artificial Intelligence
Economy
Intellectual Property
China’s CXMT Unleashes High-Speed DDR5 and LPDDR5X, Shaking Up Global Memory Markets
November 24, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
MU
SSNLF
Exposures
Artificial Intelligence
Intellectual Property
Securities Market
Forging the Future: UD-IBM Partnership Ignites Semiconductor Innovation and Workforce Development
November 24, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AMD
IBM
INTC
NVDA
Exposures
Artificial Intelligence
Intellectual Property
Supply Chain
Alphabet's AI Renaissance: Fueling a New Era of Market Optimism
November 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AAPL
AMD
AMZN
ANET
AVGO
BRK-A
Exposures
Artificial Intelligence
Economy
Intellectual Property
Damon's AI-Driven Mobility IP Valued at $171.4 Million Across Its Patent Portfolio, Powering Its Connected Vehicle Platform
November 24, 2025
Via
Newsfile
Topics
Intellectual Property
Exposures
Intellectual Property
1 Russell 2000 Stock for Long-Term Investors and 2 We Brush Off
November 24, 2025
Via
StockStory
Topics
Emissions
Intellectual Property
Tickers
CECO
ENS
SXI
Exposures
Intellectual Property
Here's What Investors Need to Know Before Buying Disney Stock
↗
November 24, 2025
Via
The Motley Fool
Topics
Intellectual Property
Tickers
DIS
NFLX
Exposures
Intellectual Property
Q3 Earnings Outperformers: Merck (NYSE:MRK) And The Rest Of The Branded Pharmaceuticals Stocks
November 23, 2025
Via
StockStory
Topics
Artificial Intelligence
Intellectual Property
Tickers
LLY
MRK
Exposures
Artificial Intelligence
Intellectual Property
< Previous
1
2
3
4
5
6
7
8
9
...
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.