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
...
7
8
9
10
11
12
13
14
15
...
95
96
Next >
Global Trade Braces for Impact: US-China Tariff Tensions Persist Amidst Fleeting Truces and Escalating Duties
August 28, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AAPL
ADM
BBY
DELL
F
GM
Exposures
Artificial Intelligence
Economy
Ethanol
Trump's Bold Challenge to Fed Independence Sparks Legal Firestorm and Market Uncertainty
August 28, 2025
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Tickers
BAC
DHI
F
GM
JPM
LEN
Exposures
Debt Markets
Economy
Financial
420 with CNW — Rangers Clear Nearly 3,000 Illicit Cannabis Plants in California National Park
August 28, 2025
Via
Investor Brand Network
Topics
Cannabis
Law Enforcement
Tickers
SNDL
Exposures
Cannabis
Legal
420 with CNW — Rangers Clear Nearly 3,000 Illicit Cannabis Plants in California National Park
August 28, 2025
Via
CannabisNewsWire
Topics
Cannabis
Law Enforcement
Tickers
SNDL
Exposures
Cannabis
Legal
Kaplan Fox Encourages Investors of SelectQuote, Inc. (SLQT) to Contact the Firm Before Lead Plaintiff Deadline on October 10, 2025
August 28, 2025
Via
TheNewswire.com
Topics
Law Enforcement
Lawsuit
Tickers
SLQT
Exposures
Financial
Legal
Kaplan Fox Encourages Investors of SelectQuote, Inc. (SLQT) to Contact the Firm Before Lead Plaintiff Deadline on October 10, 2025
August 28, 2025
Via
NewMediaWire
Topics
Law Enforcement
Lawsuit
Tickers
SLQT
Exposures
Financial
Legal
Paul Krugman Says Trump Can’t Summarily Fire Lisa Cook On ‘Tissue-Thin’ Allegations: ‘Damage Will Be Felt Far Beyond Fed’
August 27, 2025
Via
Stocktwits
Topics
ETFs
Economy
Fraud
Tickers
IVZ
QQQ
SPY
Exposures
Interest Rates
Legal
Political
Trump Move To Fire Cook, Control The Fed Isn't A Big Deal — Yet
August 26, 2025
Via
Investor's Business Daily
Topics
Economy
Government
Law Enforcement
Exposures
Economy
Interest Rates
Legal
Kaplan Fox Alerts Investors to a Securities Class Action Against SelectQuote, Inc. (SLQT) - Deadline is October 10, 2025
August 26, 2025
Via
NewMediaWire
Topics
Law Enforcement
Lawsuit
Tickers
SLQT
Exposures
Financial
Legal
Kaplan Fox Alerts Investors to a Securities Class Action Against SelectQuote, Inc. (SLQT) - Deadline is October 10, 2025
August 26, 2025
Via
TheNewswire.com
Topics
Law Enforcement
Lawsuit
Tickers
SLQT
Exposures
Financial
Legal
Political Crossroads: How U.S. Policy Decisions are Shaping Trade and Market Trends
August 26, 2025
Via
MarketMinute
Topics
Economy
Government
Intellectual Property
Tickers
F
GM
NUE
TGT
WMT
X
Exposures
Economy
Intellectual Property
Interest Rates
Resourcing Tomorrow Partners with the Elephant Protection Initiative to Amplify Conservation and Launch Gala Silent Auction
August 26, 2025
Via
Newsfile
Topics
Law Enforcement
Exposures
Legal
Home Secure Protect Launches Biometric Smart Lock to Replace Key Boxes Across Europe
August 26, 2025
Via
AB Newswire
Topics
Law Enforcement
Exposures
Legal
The New Iron Curtain: Tariffs Reshape Global Economy, Sparking Uncertainty and Inflation
August 26, 2025
Via
MarketMinute
Topics
Bonds
Economy
Government
Tickers
AAPL
CVX
F
LMT
PFE
TSLA
Exposures
Debt Markets
Economy
Interest Rates
The Process Server (TPS) Expands Legal Document Support Across Arizona with Plans for Nationwide Growth
August 25, 2025
Via
Get News
Topics
Law Enforcement
Exposures
Legal
ODPRN Study Reveals Urgent Need for Action on Drug Addiction in Ontario
August 25, 2025
Via
AB Newswire
Topics
Death
Law Enforcement
Exposures
Death
Legal
This Magnificent S&P 500 Dividend Stock Is Down 18% -- Time to Buy?
August 24, 2025
Via
The Motley Fool
Topics
Law Enforcement
Stocks
Tickers
VRTX
Exposures
Legal
US Equities
Honolulu’s Rental Rule Shake-Up: How a Leading Property Management Company in Honolulu is Guiding Owners Through the Shift
August 22, 2025
Via
AB Newswire
Topics
Law Enforcement
Exposures
Legal
Elon Musk Tapped Meta CEO Zuckerberg To Fund His $97B OpenAI Takeover Bid: Court Filing
August 21, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Law Enforcement
Tickers
META
MSFT
TSLA
Exposures
Artificial Intelligence
Legal
Health Insurance Irving Highlights Fight Against Fraud to Protect Policyholders
August 21, 2025
Via
Press Release Distribution Service
Topics
Fraud
Law Enforcement
Exposures
Legal
New Jersey DUI Lawyer Rachel Kugel Addresses Unopened Alcohol in Vehicles for Drivers Under 21
August 20, 2025
Via
AB Newswire
Topics
Law Enforcement
Religion
Exposures
Legal
Religion
If You'd Invested $1,000 in Tilray Stock 5 Years Ago, Here's How Much You'd Have Today
August 20, 2025
Via
The Motley Fool
Topics
Cannabis
Law Enforcement
Tickers
TLRY
Exposures
Cannabis
Legal
Trump Admin Moves To 'Prevent Benefits' Of Some Student Borrowers Under Bush Jr-Era Loan Forgiveness Program, Advocates Sound Warning
August 19, 2025
Via
Benzinga
Topics
Government
Law Enforcement
Exposures
Legal
Political
Nexa Announces Full Resumption of Operations at Cerro Pasco Complex
August 19, 2025
Via
Newsfile
Topics
Law Enforcement
Tickers
NEXA
Exposures
Legal
Why Curaleaf Stock Was Tumbling on Tuesday
August 19, 2025
Via
The Motley Fool
Topics
Cannabis
Government
Law Enforcement
Tickers
CURLF
Exposures
Cannabis
Legal
Political
Smuggled Mercury Highlights the Magnitude of Illicit Amazon Gold Mining
August 19, 2025
Via
Investor Brand Network
Topics
Law Enforcement
Tickers
AMZN
PLG
TSX:PTM
Exposures
Legal
Middleburg Affordable Humane Wildlife Removal: Squirrel Trapping Service Update
August 19, 2025
Via
Press Release Distribution Service
Topics
Law Enforcement
Exposures
Legal
Compounded Semaglutide Reviews 2025: Consumer Insights on Healthy Living and Wellness
August 18, 2025
Via
AB Newswire
Topics
Law Enforcement
Exposures
Legal
Product Safety
SLQT INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces That SelectQuote, Inc. Investors With Substantial Losses Have Opportunity to Lead Class Action Lawsuit
August 17, 2025
Via
NewMediaWire
Topics
Law Enforcement
Lawsuit
Tickers
SLQT
Exposures
Financial
Legal
SLQT INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces That SelectQuote, Inc. Investors With Substantial Losses Have Opportunity to Lead Class Action Lawsuit
August 17, 2025
Via
TheNewswire.com
Topics
Law Enforcement
Lawsuit
Tickers
SLQT
Exposures
Financial
Legal
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
95
96
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.