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 >
Connecticut Resident Develops Patent-Pending Concept Exploring a New Approach to GPS Navigation
May 08, 2026
Via
PRLog
Topics
Intellectual Property
Exposures
Intellectual Property
Acacia Research (ACTG) Q1 2026 Earnings Transcript
↗
May 08, 2026
Via
The Motley Fool
Topics
Intellectual Property
World Trade
Tickers
ACTG
Exposures
Intellectual Property
Tariff
ANI Pharmaceuticals Q1 Earnings Call Highlights
↗
May 08, 2026
Via
MarketBeat
Topics
Earnings
Intellectual Property
Tickers
ANIP
Exposures
Financial
Intellectual Property
GreenEnergyBreaks — American Fusion Inc. (OTC: AMFN) Advances 5MW Texatron Pre-Production Unit Toward Testing
May 08, 2026
Via
Investor Brand Network
Topics
Economy
Intellectual Property
Tickers
AMFN
Exposures
Economy
Intellectual Property
5 Insightful Analyst Questions From Moderna’s Q1 Earnings Call
May 08, 2026
Via
StockStory
Topics
Earnings
Intellectual Property
Tickers
MRNA
Exposures
COVID-19
Financial
Intellectual Property
3 Profitable Stocks with Open Questions
May 08, 2026
Via
StockStory
Topics
Intellectual Property
Tickers
ASX:RBD
ITW
QSR
WSO
Exposures
Intellectual Property
U.S. AI Patent Holder Introduces New Practice to Help HR Teams Reduce Legal and Talent Risk Amid Surge in AI Hiring Lawsuits
May 07, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Intellectual Property
Tickers
BA
MSFT
Exposures
Artificial Intelligence
Intellectual Property
Josh D’Amaro Has a ‘Vision’ for Disney. That Makes DIS Stock a Buy Here.
May 07, 2026
Via
Barchart.com
Topics
Intellectual Property
Retirement
Tickers
DIS
NFLX
Exposures
Intellectual Property
Pension
3 REITs to Watch as AI Data Center Spending Surpasses Office Construction
↗
May 07, 2026
Via
MarketBeat
Topics
Artificial Intelligence
Intellectual Property
Tickers
AMD
DELL
DLR
EQIX
IRM
MU
Exposures
Artificial Intelligence
Intellectual Property
LegalZoom (LZ) Q1 2026 Earnings Transcript
↗
May 07, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Intellectual Property
Tickers
LZ
Exposures
Artificial Intelligence
Intellectual Property
InvestorNewsBreaks – SKYX Platforms Corp. (NASDAQ: SKYX) to Host Corporate Update and Q1 2026 Results Call May 11
May 07, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Intellectual Property
Tickers
SKYX
Exposures
Artificial Intelligence
Intellectual Property
MissionIRNewsBreaks – Datavault AI Inc. (NASDAQ: DVLT) Evaluating Dividend Spin-Out of Acoustic Sciences Division Into API Media
May 07, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Intellectual Property
Tickers
DVLT
Exposures
Artificial Intelligence
Intellectual Property
BioMedNewsBreaks — Silo Pharma Inc. (NASDAQ: SILO) Launches Ibogaine-Based TBI Therapeutics Initiative
May 07, 2026
Via
Investor Brand Network
Topics
Intellectual Property
Tickers
BMWYY
SILO
Exposures
Intellectual Property
BioMedNewsBreaks — HeartBeam Inc. (NASDAQ: BEAT) Expands Concierge Cardiology Footprint With Atelier Health Agreement
May 07, 2026
Via
Investor Brand Network
Topics
Intellectual Property
Tickers
BEAT
Exposures
Intellectual Property
Product Safety
NetworkNewsBreaks – Perpetuals.com Ltd (NASDAQ: PDC) Files Patent Application for BayesShield AI Decision Routing System
May 07, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Intellectual Property
Tickers
PDC
Exposures
Artificial Intelligence
Intellectual Property
MindBio Therapeutics Corp. (CSE: MBIO) (OTCQB: MBQIF) Files Patent Applications for Voice-Based Intoxication Detection
May 07, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Intellectual Property
Tickers
CSE:MBIO
MBQIF
Exposures
Artificial Intelligence
Intellectual Property
Pfizer's 6.5% Dividend Yield Looked Too Good to Be True -- but Management Just Silenced the Skeptics
↗
May 07, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Intellectual Property
Tickers
PFE
Exposures
Artificial Intelligence
Financial
Intellectual Property
5 Must-Read Analyst Questions From Amgen’s Q1 Earnings Call
May 07, 2026
Via
StockStory
Topics
Earnings
Intellectual Property
Tickers
AMGN
Exposures
Financial
Intellectual Property
Product Safety
DIS Q1 Deep Dive: Streaming, Experiences, and Content Drive Outperformance
May 07, 2026
Via
StockStory
Topics
Intellectual Property
Tickers
DIS
Exposures
Intellectual Property
History Suggests These 3 Stocks Are Due for a Major Rebound
↗
May 06, 2026
Via
The Motley Fool
Topics
Economy
Intellectual Property
Tickers
GIS
PFE
UPS
Exposures
COVID-19
Intellectual Property
Interest Rates
Zevra (ZVRA) Q1 2026 Earnings Call Transcript
↗
May 06, 2026
Via
The Motley Fool
Topics
Earnings
Intellectual Property
Tickers
ZVRA
Exposures
Financial
Intellectual Property
Vanda (VNDA) Q1 2026 Earnings Call Transcript
↗
May 06, 2026
Via
The Motley Fool
Topics
Earnings
Intellectual Property
Tickers
VNDA
Exposures
Financial
Intellectual Property
Product Safety
Sight Sciences (SGHT) Q1 2026 Earnings Transcript
↗
May 06, 2026
Via
The Motley Fool
Topics
Intellectual Property
Tickers
SGHT
Exposures
Intellectual Property
Safer Dividend King to Buy Now: AbbVie or Johnson & Johnson?
↗
May 06, 2026
Via
The Motley Fool
Topics
Intellectual Property
Tickers
ABBV
ABT
JNJ
Exposures
Intellectual Property
Step Into Summer Comfort with the Little Toe Guard™ by Dr. Organizer
May 06, 2026
Via
PRLog
Topics
Intellectual Property
Tickers
AMZN
Exposures
Intellectual Property
Ternium (TX) Q1 2026 Earnings Call Transcript
↗
May 06, 2026
Via
The Motley Fool
Topics
Earnings
Economy
Intellectual Property
Tickers
DE
TX
Exposures
Financial
Intellectual Property
Interest Rates
Kulicke and Soffa and Texas Instruments Shares Skyrocket, What You Need To Know
May 06, 2026
Via
StockStory
Topics
Artificial Intelligence
Intellectual Property
Tickers
AMD
KLIC
TXN
Exposures
Artificial Intelligence
Intellectual Property
BioMedNewsBreaks — Oncotelic Therapeutics, Inc. (OTCQB: OTLC) Completes $12.5M N2B Asset Transfer to Lunai Bioworks
May 06, 2026
Via
Investor Brand Network
Topics
Intellectual Property
Tickers
OTLC
Exposures
Intellectual Property
Innovex (INVX) Q1 2026 Earnings Call Transcript
↗
May 06, 2026
Via
The Motley Fool
Topics
Earnings
Intellectual Property
Tickers
INVX
Exposures
Financial
Intellectual Property
XSmart Opens Early Reservations for Triple CES 2026 Winner Sleepal AI Lamp with PSG-Validated Contactless Sleep Tracking
May 06, 2026
Via
Newsfile
Topics
Artificial Intelligence
Intellectual Property
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.