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 >
Kaplan Fox Reminds Erasca, Inc. (NASDAQ: ERAS) Investors to Seek a Leadership Role Before Deadline on August 10, 2026
July 16, 2026
Via
NewMediaWire
Topics
Intellectual Property
Lawsuit
Tickers
ERAS
Exposures
Financial
Intellectual Property
Legal
BlackBerry: The Push Into Physical AI Is Transformative
↗
July 16, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Intellectual Property
Tickers
BB
BMWKY
BMWYY
NVDA
Exposures
Artificial Intelligence
Intellectual Property
Scientist and Educator Michael Ebifegha Challenges Darwinian Evolution in Revised Edition of New Book
July 16, 2026
Via
Get News
Topics
Intellectual Property
Religion
Exposures
Intellectual Property
Religion
Kentucky Inventor Patents First-Ever Memorial Device That Plays a Loved One’s Life Story at the Graveside
July 15, 2026
Via
AB Newswire
Topics
Death
Intellectual Property
Exposures
Death
Intellectual Property
BioMedNewsBreaks — Oncotelic Therapeutics Inc. (OTLC) Brings AI and Robotics Together in New Platform
July 15, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Intellectual Property
Tickers
OTLC
Exposures
Artificial Intelligence
Intellectual Property
Why Johnson & Johnson’s Earnings Dip Looks Like a Buying Opportunity
↗
July 15, 2026
Via
MarketBeat
Topics
Intellectual Property
Tickers
ISRG
JNJ
Exposures
Intellectual Property
NetworkNewsBreaks – Xeriant, Inc. (OTCQB: XERI) Awarded U.S. Patent for Fire-Resistant Composite Technology
July 15, 2026
Via
Investor Brand Network
Topics
Intellectual Property
Tickers
XERI
Exposures
Intellectual Property
Kaplan Fox & Kilsheimer LLP Alerts Erasca, Inc. (NASDAQ: ERAS) Investors to a Securities Class Action Deadline on August 10, 2026
July 15, 2026
Via
NewMediaWire
Topics
Intellectual Property
Lawsuit
Tickers
ERAS
Exposures
Financial
Intellectual Property
Legal
Years of Preparation. One Regulatory Approval. Commercial Launch Begins: CBIH Receives Texas License for Consumable Hemp Products
July 15, 2026
Via
Newsfile
Topics
Cannabis
Intellectual Property
Exposures
Cannabis
Intellectual Property
Phio Pharmaceuticals Announces Patent Milestone with Multiple Notices of Allowance and Grant Decision
July 15, 2026
Via
Newsfile
Topics
Intellectual Property
Tickers
PHIO
Exposures
Intellectual Property
Glucotrack (GCTK) Stock Is Trending Overnight — Here’s Why it Spiked Over 69% in After-Hours Session
↗
July 14, 2026
Via
Benzinga
Topics
Intellectual Property
Exposures
Intellectual Property
Keough Law Announces Expansion of Specialized Legal Services for Florida Companies
July 14, 2026
Via
Press Release Distribution Service
Topics
Intellectual Property
Exposures
Intellectual Property
Kartoon Studios (NYSE: TOON) Enters Catalyst-Rich Growth Phase
July 14, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Intellectual Property
Tickers
LHAI
NXTC
SHPH
TOON
Exposures
Artificial Intelligence
Intellectual Property
3 Rock-Solid Dividend Stocks to Buy and Hold for Decades
↗
July 14, 2026
Via
The Motley Fool
Topics
Intellectual Property
Tickers
ABBV
ENB
KO
Exposures
Intellectual Property
OpenAI and Anthropic Are Developing Their Own Custom AI Chips: Here Are the Stocks That Could Benefit The Most
↗
July 14, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AVGO
GOOG
GOOGL
NVDA
SSNLF
TSM
Exposures
Artificial Intelligence
Intellectual Property
Supply Chain
What Does LegalZoom Chief Legal Officer's Sale of Over 50,000 Company Shares Mean for Investors?
↗
July 14, 2026
Via
The Motley Fool
Topics
Intellectual Property
Regulatory Compliance
Tickers
LZ
Exposures
Intellectual Property
Legal
Regulatory
Keough Law Announces Expansion of Specialized Legal Services for Florida Companies
July 14, 2026
Via
Newsfile
Topics
Intellectual Property
Exposures
Intellectual Property
Latest Technological and Production Progress of Tandem Rolling Mill
July 14, 2026
Via
AB Newswire
Topics
Intellectual Property
Exposures
Intellectual Property
The New Generation of High Precision Tire Pressure Gauge by Seapeng Company
July 14, 2026
Via
AB Newswire
Topics
Economy
Intellectual Property
Exposures
Intellectual Property
Interest Rates
Pfizer Has the Highest-Yielding Dividend in the S&P 500. Should Investors Be Worried?
↗
July 14, 2026
Via
The Motley Fool
Topics
Intellectual Property
Stocks
Tickers
PFE
Exposures
Intellectual Property
US Equities
MissionIRNewsBreaks – Datavault AI Inc. (NASDAQ: DVLT) Appoints CBIZ as Independent Registered Public Accounting Firm
July 14, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Intellectual Property
Tickers
DVLT
Exposures
Artificial Intelligence
Intellectual Property
AINewsBreaks – HeartBeam Inc. (NASDAQ: BEAT) Patent Expands Cardiac Monitoring Platform With Heart Failure and Structural Heart Disease Capabilities
July 14, 2026
Via
Investor Brand Network
Topics
Intellectual Property
Tickers
BEAT
Exposures
Intellectual Property
Product Safety
Donald Trump's Drug-Pricing Deals Are Reshaping Big Pharma -- Here's What That Means for Pfizer, AbbVie, and Bristol Myers Squibb
↗
July 14, 2026
Via
The Motley Fool
Topics
Government
Intellectual Property
Tickers
ABBV
BMY
PFE
Exposures
COVID-19
Intellectual Property
Political
Ericsson Q2 Earnings Call Highlights
↗
July 14, 2026
Via
MarketBeat
Topics
Earnings
Intellectual Property
Tickers
ERIC
Exposures
Financial
Intellectual Property
After Satya Nadella's 'Pay Twice' Warning, Mark Cuban Says AI Is Making Patents Less Valuable, Trade Secrets More Important
↗
July 13, 2026
Via
Benzinga
Topics
Artificial Intelligence
Intellectual Property
Exposures
Artificial Intelligence
Intellectual Property
Berenji Divorce & Family Law Group Analyzes Celebrity Divorce Trends Shaping Beverly Hills Cases in 2026
July 13, 2026
Via
Press Advantage
Topics
Intellectual Property
Exposures
Intellectual Property
Why This Webtoon Insider Filing Matters Less Than a 132% EBITDA Jump
↗
July 13, 2026
Via
The Motley Fool
Topics
Intellectual Property
Regulatory Compliance
Tickers
WBTN
Exposures
Intellectual Property
Legal
Regulatory
How 4Knines’ Patented Seat Cover Technology Caught the Attention of Mopar and Changed the Pet Travel Accessories Game
July 13, 2026
Via
AB Newswire
Topics
Intellectual Property
Exposures
Intellectual Property
BioMedNewsBreaks — NanoViricides (NYSE American: NNVC) Receives Ethics Approval for Phase II Ebola Trial in DRC
July 13, 2026
Via
Investor Brand Network
Topics
Intellectual Property
Tickers
NNVC
Exposures
COVID-19
Intellectual Property
Adia Med's Rise, Highlighting 2.5 Years of Growth Toward NASDAQ
July 13, 2026
Via
Newsfile
Topics
Intellectual Property
Tickers
ADIA
SHEL
Exposures
Intellectual Property
Product Safety
< 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.