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 >
Cordisco & Saile Files Suit for Family of Worker Killed in Bristol Explosion
Today 3:00 EST
Via
24-7 Press Release
Topics
Lawsuit
Exposures
Financial
Legal
Can XRP Ever Hit $100?
↗
January 14, 2026
Via
The Motley Fool
Topics
ETFs
Lawsuit
Exposures
Financial
Legal
NASDAQ: CRWV: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Class Action Lawsuit Against CoreWeave, Inc.
January 14, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Supply Chain
Tickers
CRWV
Exposures
Financial
Legal
Supply Chain
NASDAQ: CRWV: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Class Action Lawsuit Against CoreWeave, Inc.
January 14, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Supply Chain
Tickers
CRWV
Exposures
Financial
Legal
Supply Chain
Should You Buy the "Magnificent Seven" Laggards in 2026?
↗
January 14, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Lawsuit
Tickers
AAPL
AMZN
NVDA
Exposures
Artificial Intelligence
Financial
Legal
Home Bancshares (NYSE:HOMB) Surprises With Q4 CY2025 Sales
January 14, 2026
Via
StockStory
Topics
Lawsuit
Tickers
HOMB
Exposures
Financial
Legal
Chicago Estate Planning Attorney Mary Liberty Discusses How to Protect Assets Under Illinois Law
January 14, 2026
Via
AB Newswire
Topics
Lawsuit
Retirement
Exposures
Financial
Legal
Pension
Houston Estate Planning Attorney Whitney L. Thompson Highlights the Pros and Cons of Lady Bird Deeds in Texas
January 14, 2026
Via
AB Newswire
Topics
Lawsuit
Exposures
Financial
Legal
Brooklyn Car Accident Attorney Samantha Kucher Explains When It May Be Too Late to File a Car Accident Claim
January 14, 2026
Via
AB Newswire
Topics
Lawsuit
Exposures
Financial
Legal
The Great Decoupling: AI Engines Seize 9% of Global Search as the ‘Ten Blue Links’ Era Fades
January 14, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Lawsuit
Tickers
AAPL
GOOGL
MSFT
NYT
SHOP
V
Exposures
Artificial Intelligence
Financial
Legal
Judicial Reckoning: Supreme Court Prepared to Rule on Executive Tariff Authority as Trade Sectors Brace for Impact
January 14, 2026
Via
MarketMinute
Topics
Economy
Government
Lawsuit
Tickers
AMZN
CAT
COST
CVX
F
GM
Exposures
Economy
Financial
Interest Rates
Concise Solutions Insurance Services Offers Commercial Insurance in San Francisco and Alameda, California for Growing Business Needs
January 14, 2026
Via
ReleaseWire
Topics
Lawsuit
Exposures
Financial
Legal
Kaplan Fox Alerts Investors of Ardent Health, Inc. (ARDT) to a Securities Class Action Deadline on March 9, 2026
January 14, 2026
Via
NewMediaWire
Topics
Lawsuit
Tickers
ARDT
Exposures
Financial
Legal
Kaplan Fox Alerts Investors of Ardent Health, Inc. (ARDT) to a Securities Class Action Deadline on March 9, 2026
January 14, 2026
Via
TheNewswire.com
Topics
Lawsuit
Tickers
ARDT
Exposures
Financial
Legal
Wade Law Office Releases Educational Guide on Georgia's Two-Year Statute of Limitations for Personal Injury Cases
January 14, 2026
Via
Press Advantage
Topics
Lawsuit
Exposures
Financial
Legal
The Great Integration: How Robinhood, Coinbase, and Gemini Turned Prediction Markets into a Retail Mainstay
January 14, 2026
Via
PredictStreet
Topics
Bonds
Economy
Lawsuit
Tickers
COIN
HOOD
Exposures
Debt Markets
Economy
Financial
The Great State Divide: Prediction Markets Face a Legislative Reckoning
January 14, 2026
Via
PredictStreet
Topics
Derivatives
Economy
Law Enforcement
Tickers
HOOD
IBKR
ORCL
Exposures
Derivatives
Financial
Interest Rates
Amazon (AMZN) Deep-Dive: The AI Flywheel and the Road to 2026
January 14, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Lawsuit
Tickers
AMZN
BLK
GOOGL
META
MSFT
WMT
Exposures
Artificial Intelligence
Economy
Financial
VARONIS SYSTEMS Deadline to Lead in Securities Fraud Lawsuit is March 9, 2026 - Contact Kaplan Fox
January 14, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
VRNS
Exposures
Financial
Legal
VARONIS SYSTEMS Deadline to Lead in Securities Fraud Lawsuit is March 9, 2026 - Contact Kaplan Fox
January 14, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
VRNS
Exposures
Financial
Legal
CoStar Group (CSGP) Deep-Dive: Navigating the High-Stakes Shift to Residential Real Estate
January 14, 2026
Via
Finterra
Topics
Lawsuit
Tickers
ASX:DHG
CSGP
RDFN
Z
Exposures
Financial
Legal
Coinbase (COIN) 2026 Deep-Dive: From Crypto Proxy to S&P 500 Pillar
January 14, 2026
Via
Finterra
Topics
Bonds
ETFs
Economy
Tickers
BLK
COIN
FIS
HOOD
SCHW
Exposures
Debt Markets
Economy
Financial
Supreme Court Prepares Landmark Ruling on IEEPA Tariffs: A High-Stakes Verdict for Global Trade
January 14, 2026
Via
MarketMinute
Topics
Economy
Government
Law Enforcement
Tickers
AAPL
AMZN
AVGO
COST
DKS
F
Exposures
Economy
Financial
Interest Rates
Warner Bros. Discovery (WBD): A Deep-Dive Into the Media Titan’s High-Stakes Transformation
January 14, 2026
Via
Finterra
Topics
Intellectual Property
Lawsuit
Regulatory Compliance
Tickers
AAPL
AMZN
DIS
NFLX
PARA
WBD
Exposures
Financial
Intellectual Property
Legal
Kaplan Fox Encourages Investors of CoreWeave, Inc. (CRWV) to Contact the Firm Before Lead Plaintiff Deadline on March 13, 2026
January 14, 2026
Via
NewMediaWire
Topics
Lawsuit
Tickers
CRWV
Exposures
Financial
Legal
Kaplan Fox Encourages Investors of CoreWeave, Inc. (CRWV) to Contact the Firm Before Lead Plaintiff Deadline on March 13, 2026
January 14, 2026
Via
TheNewswire.com
Topics
Lawsuit
Tickers
CRWV
Exposures
Financial
Legal
Visa Inc. (V) 2026 Deep-Dive: Navigating Record Growth and Regulatory Storms
January 14, 2026
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
BAC
MA
V
Exposures
Artificial Intelligence
COVID-19
Economy
The Creator Economy Giant: A Deep Dive into Roblox (RBLX) as it Navigates Growth and Safety in 2026
January 14, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
META
NKE
RBLX
Exposures
Artificial Intelligence
Censorship
Economy
With Patent Lawsuit Settlement In Its Favor, Birchtech CEO Shares Details On How It's Set Up For Growth In 2026
January 14, 2026
Via
NewMediaWire
Topics
Intellectual Property
Lawsuit
Tickers
BCHT
Exposures
Financial
Intellectual Property
Legal
With Patent Lawsuit Settlement In Its Favor, Birchtech CEO Shares Details On How It's Set Up For Growth In 2026
January 14, 2026
Via
TheNewswire.com
Topics
Intellectual Property
Lawsuit
Tickers
BCHT
Exposures
Financial
Intellectual Property
Legal
< 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.