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 >
BioNTech Finalizes CureVac Acquisition: A Strategic Consolidation Met with Market Skepticism
January 09, 2026
Via
MarketMinute
Topics
Intellectual Property
Tickers
BNTX
CVAC
GSK
MRNA
NVS
PFE
Exposures
COVID-19
Intellectual Property
Kratos Defense & Security Solutions (KTOS): The Rise of the Disruptive Prime and Attritable Mass
January 09, 2026
Via
PredictStreet
Topics
Artificial Intelligence
ETFs
Economy
Tickers
BA
BLK
GS
KTOS
LMT
Exposures
Artificial Intelligence
Intellectual Property
Supply Chain
News Corp (NWS) Deep Dive: Deciphering the Valuation Gap in a Digital-First Era
January 09, 2026
Via
PredictStreet
Topics
Artificial Intelligence
Government
Intellectual Property
Tickers
ASX:NWS
ASX:REA
CSGP
NWS
NWSA
NYT
Exposures
Artificial Intelligence
Intellectual Property
Political
PDD Holdings (PDD) Deep Dive: The C2M Revolution and the Global Retail Battle of 2026
January 09, 2026
Via
PredictStreet
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AMZN
BABA
BLK
JD
MCHI
PDD
Exposures
Artificial Intelligence
Intellectual Property
Interest Rates
Netflix Valuation Concerns: Why the Stock Remains Pricey Despite a Recent Selloff
January 09, 2026
Via
MarketMinute
Topics
Intellectual Property
Tickers
AMZN
DIS
NFLX
WBD
Exposures
Intellectual Property
"Phinge Unveil™" Coming to Las Vegas to Showcase Netverse Patented Verified App-less Platform, AI & Modular Hardware Including Developer Conferences
January 09, 2026
Via
PRLog
Topics
Artificial Intelligence
Intellectual Property
Exposures
Artificial Intelligence
Intellectual Property
Prediction: 2 Healthcare Stocks That Will Be Worth More Than Pfizer by the End of 2026
↗
January 09, 2026
Via
The Motley Fool
Topics
Intellectual Property
Tickers
MDT
PFE
VRTX
Exposures
COVID-19
Intellectual Property
Moderna’s Second Act: A 2026 Deep Dive into the Future of mRNA Therapeutics
January 09, 2026
Via
PredictStreet
Topics
Initial Public Offering
Intellectual Property
Tickers
ABUS
BLK
BNTX
GSK
MRK
MRNA
Exposures
COVID-19
Intellectual Property
Product Safety
Silicon-Level Fortresses: How 2026’s Next-Gen Chips are Locking Down Trillion-Dollar AI Models
January 09, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Bankruptcy
Hacking
Tickers
AMD
AMZN
GOOGL
INTC
MSFT
NVDA
Exposures
Artificial Intelligence
Financial
Information Security
The Silicon Rebellion: RISC-V Breaks the x86-ARM Duopoly to Power the AI Data Center
January 09, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Tickers
AMD
AMZN
BABA
GOOGL
INTC
META
Exposures
Artificial Intelligence
Intellectual Property
Burcon Increases Non-Brokered Private Placement of Convertible Debentures to $6.9 Million
January 09, 2026
Via
Newsfile
Topics
Intellectual Property
Tickers
BRCNF
TSX:BU
Exposures
Intellectual Property
What to Expect From Walt Disney’s Q1 2025 Earnings Report
January 09, 2026
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Intellectual Property
Tickers
DIS
Exposures
Artificial Intelligence
Intellectual Property
Amazon OA Lead List Provider: Manually Validated Product ASIN Sourcing Announced
January 09, 2026
Via
Press Release Distribution Service
Topics
Intellectual Property
Tickers
AMZN
Exposures
Intellectual Property
Small-Cap Renaissance: Russell 2000 Scales New Heights While Big Tech Stumbles
January 08, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AAPL
AMZN
AQST
ATRA
CTBI
ESOA
Exposures
Artificial Intelligence
Economy
Intellectual Property
NHU Awarded First Prize of the Science and Technology Progress Award by CPCIF
January 08, 2026
Via
AB Newswire
Topics
Emissions
Intellectual Property
Exposures
Intellectual Property
NHU Made Debut on the “Top 100 Chinese Multinational Private Enterprises 2025”
January 08, 2026
Via
AB Newswire
Topics
Intellectual Property
Exposures
Intellectual Property
The Transatlantic Tech Collision: Washington and Brussels Face Off Over AI Enforcement and Tariff Threats
January 08, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AAPL
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Intellectual Property
The Trial of the Century: Musk vs. OpenAI and Microsoft Heads to Court Over the ‘Soul’ of AGI
January 08, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Lawsuit
Tickers
AMZN
GOOGL
META
MSFT
TSLA
Exposures
Artificial Intelligence
Financial
Intellectual Property
Nvidia’s CES 2026 Breakthrough: DGX Spark Update Turns MacBooks into AI Supercomputers
January 08, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Tickers
AAPL
AMD
AMZN
INTC
META
MSFT
Exposures
Artificial Intelligence
Intellectual Property
Growth and Transformation of Engineers – Interview with Slkor Sales Engineer Sun Yongqi and FAE Xiong Wenda
January 08, 2026
Via
AB Newswire
Topics
Bonds
Intellectual Property
Exposures
Debt Markets
Intellectual Property
SKYX (NASDAQ: SKYX) — NVIDIA to Power AI Smart Homes and Cities – Alongside SURG, PRSO, MYSE, SJ, RDZN
January 08, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Intellectual Property
Tickers
NVDA
SKYX
Exposures
Artificial Intelligence
Intellectual Property
The $20 Billion Question: Revolution Medicines Surges as Big Pharma Circles the Pan-RAS Leader
January 08, 2026
Via
MarketMinute
Topics
Intellectual Property
Tickers
ABBV
AMGN
BMY
ERAS
JNJ
JPM
Exposures
Intellectual Property
Product Safety
Paramount Global (PARA) Deep-Dive: From the Brink to the Skydance Rebirth
January 08, 2026
Via
PredictStreet
Topics
Artificial Intelligence
Intellectual Property
Tickers
AAPL
AMZN
DIS
GS
MS
NFLX
Exposures
Artificial Intelligence
Intellectual Property
The Great Media Realignment: Why Warner Bros. Discovery Rejected Paramount for Netflix
January 08, 2026
Via
PredictStreet
Topics
Artificial Intelligence
Intellectual Property
Tickers
AAPL
AMZN
BLK
DIS
GS
MS
Exposures
Artificial Intelligence
Intellectual Property
Apple (AAPL) in the AI Era: Analyzing the Giant’s Descent to the #3 Market Cap Spot
January 08, 2026
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AAPL
GOOGL
MSFT
NVDA
RJF
SSNLF
Exposures
Artificial Intelligence
Financial
Intellectual Property
TechMediaBreaks – SKYX Platforms Corp. (NASDAQ: SKYX) Joins NVIDIA Connect Program to Advance AI-Powered Smart Home Platform
January 08, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Intellectual Property
Tickers
NVDA
SKYX
Exposures
Artificial Intelligence
Intellectual Property
BioMedNewsBreaks – Lixte Biotechnology Holdings, Inc. (NASDAQ: LIXT) Expands Ovarian Cancer Trial With MD Anderson and GSK
January 08, 2026
Via
Investor Brand Network
Topics
Intellectual Property
Tickers
LIXT
Exposures
Intellectual Property
Should You Buy Netflix Stock After Its Recent 32% Plunge?
↗
January 08, 2026
Via
The Motley Fool
Topics
Intellectual Property
Tickers
NFLX
WBD
Exposures
Intellectual Property
3 Nasdaq 100 Stocks Worth Your Attention
January 07, 2026
Via
StockStory
Topics
Artificial Intelligence
Credit Cards
Intellectual Property
Tickers
CDNS
TEAM
ZS
Exposures
Artificial Intelligence
Intellectual Property
Interest Rates
Branded Pharmaceuticals Stocks Q3 Results: Benchmarking Royalty Pharma (NASDAQ:RPRX)
January 07, 2026
Via
StockStory
Topics
Artificial Intelligence
Intellectual Property
Tickers
LLY
RPRX
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.