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
...
13
14
15
16
17
18
19
20
21
...
99
100
Next >
Newsom vs. The Algorithm: California Launches Investigation into TikTok Over Allegations of AI-Driven Political Suppression
January 27, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Law Enforcement
Tickers
GOOGL
META
ORCL
Exposures
Artificial Intelligence
Censorship
Criminal
The Great SEC Reset: Paul Atkins Orchestrates a Deregulatory Revolution for the 2026 Market
January 27, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Fraud
Government
Tickers
COIN
GS
JPM
Exposures
Artificial Intelligence
Financial
Legal
Silicon Sovereignty: The High Cost and Hard Truths of Reshoring the Global Chip Supply
January 27, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Lawsuit
Tickers
AAPL
AMAT
AMD
AMKR
ASML
INTC
Exposures
Artificial Intelligence
Economy
Financial
The $100 Billion Milestone: Johnson & Johnson Pivots from 'Steady' 2025 to Growth-Focused 2026
January 27, 2026
Via
MarketMinute
Topics
Earnings
Economy
Government
Tickers
AMGN
ISRG
JNJ
TEVA
Exposures
Financial
Intellectual Property
Legal
Why Coupang (CPNG) Stock Is Trading Up Today
January 27, 2026
Via
StockStory
Topics
Data Breach
Initial Public Offering
Lawsuit
Tickers
ASX:MQG
CPNG
MS
Exposures
Financial
Information Security
Legal
Kaplan Fox Reminds BellRing Brands, Inc. (BRBR) Investors of a Securities Class Action Deadline on March 23, 2026
January 27, 2026
Via
TheNewswire.com
Topics
Earnings
Lawsuit
Tickers
BRBR
Exposures
Financial
Legal
Kaplan Fox Reminds BellRing Brands, Inc. (BRBR) Investors of a Securities Class Action Deadline on March 23, 2026
January 27, 2026
Via
NewMediaWire
Topics
Earnings
Lawsuit
Tickers
BRBR
Exposures
Financial
Legal
Class Action Reminder for VRNS Investors: Kessler Topaz Meltzer & Check, LLP Reminds Varonis Systems, Inc. (VRNS) Investors of Securities Fraud Class Action Lawsuit
January 27, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
VRNS
Exposures
Financial
Legal
Class Action Reminder for VRNS Investors: Kessler Topaz Meltzer & Check, LLP Reminds Varonis Systems, Inc. (VRNS) Investors of Securities Fraud Class Action Lawsuit
January 27, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Tickers
VRNS
Exposures
Financial
Legal
Apple Inc. (AAPL) Deep Dive: The AI Supercycle and the Road to the 2026 Earnings Report
January 27, 2026
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AAPL
MSFT
SSNLF
Exposures
Artificial Intelligence
Financial
Legal
CVS Health at the Crossroads: Navigating the Medicare Advantage Rate Shock and the Joyner Era
January 27, 2026
Via
Finterra
Topics
Artificial Intelligence
Lawsuit
Tickers
CVS
HUM
UNH
WBA
Exposures
Artificial Intelligence
Financial
Legal
Are Trump's Tariffs Helping XRP, or Hurting It?
↗
January 27, 2026
Via
The Motley Fool
Topics
Government
Lawsuit
World Trade
Exposures
Financial
Legal
Political
Netflix vs. Warner Bros. Discovery: Wall Street Sees Downside in 1 of These Media Stocks but Says Buy the Other
↗
January 27, 2026
Via
The Motley Fool
Topics
Lawsuit
Tickers
NFLX
ORCL
WBD
Exposures
Financial
Legal
Nasdaq, S&P 500 Futures Climb As Investors Brace For Earnings Rush, Fed Signals: Why META, MSFT, MU, UNH, GME Are On Traders' Radar Today
↗
January 27, 2026
Via
Stocktwits
Topics
ETFs
Economy
Government
Tickers
AAL
AAPL
AMZN
BA
CVS
DIA
Exposures
Financial
Interest Rates
Legal
Elon Musk Urges Users To Ditch WhatsApp, Signal For X Chat As Meta Lawsuit Revives Privacy Debate
↗
January 27, 2026
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Lawsuit
Tickers
AAPL
GOOGL
TSLA
Exposures
Artificial Intelligence
Financial
Interest Rates
CK Select Roofing Expands to Jacksonville With 95% Insurance Approval Rate
January 27, 2026
Via
Press Release Distribution Service
Topics
Lawsuit
Exposures
Financial
Legal
Pavel Durov Says You'd Have To Be 'Braindead' To Believe WhatsApp Is Secure In 2026 As Lawsuit Puts Question Mark On App's Encryption
↗
January 26, 2026
Via
Benzinga
Topics
Lawsuit
Exposures
Financial
Legal
Meta And Other Social Media Giants Ask Federal Judge To Dismiss Lawsuits Claiming Platforms Were Designed To Addict Children
↗
January 26, 2026
Via
Benzinga
Topics
Lawsuit
Exposures
Financial
Legal
Kessler Topaz Meltzer & Check, LLP Encourages Varonis Systems, Inc. Investors With Losses to Contact the Firm
January 26, 2026
Via
NewMediaWire
Topics
Lawsuit
Tickers
VRNS
Exposures
Financial
Legal
Kessler Topaz Meltzer & Check, LLP Encourages Varonis Systems, Inc. Investors With Losses to Contact the Firm
January 26, 2026
Via
TheNewswire.com
Topics
Lawsuit
Tickers
VRNS
Exposures
Financial
Legal
New Castle Workers’ Compensation Attorney Lawrence M. Kelly Explains Legal Options When Employers Lack Workers’ Comp Insurance
January 26, 2026
Via
AB Newswire
Topics
Lawsuit
Exposures
Financial
Legal
Kaplan Fox Encourages Investors of BellRing Brands, Inc. (BRBR) to Contact the Firm Before Lead Plaintiff Deadline on March 23, 2026
January 26, 2026
Via
NewMediaWire
Topics
Earnings
Lawsuit
Tickers
BRBR
Exposures
Financial
Legal
Kaplan Fox Encourages Investors of BellRing Brands, Inc. (BRBR) to Contact the Firm Before Lead Plaintiff Deadline on March 23, 2026
January 26, 2026
Via
TheNewswire.com
Topics
Earnings
Lawsuit
Tickers
BRBR
Exposures
Financial
Legal
As Trump Targets JPMorgan in New Debanking Lawsuit, Should You Sell JPM Stock?
January 26, 2026
Via
Barchart.com
Topics
Economy
Government
Lawsuit
Tickers
JPM
USB
Exposures
Financial
Interest Rates
Legal
Kaplan Fox Alerts Investors of Bath & Body Works, Inc. (BBWI) to a Securities Class Action Deadline on March 16, 2026
January 26, 2026
Via
NewMediaWire
Topics
Lawsuit
Tickers
BBWI
Exposures
Financial
Legal
Kaplan Fox Alerts Investors of Bath & Body Works, Inc. (BBWI) to a Securities Class Action Deadline on March 16, 2026
January 26, 2026
Via
TheNewswire.com
Topics
Lawsuit
Tickers
BBWI
Exposures
Financial
Legal
The Backbone of the AI Era: A Deep Dive into CoreWeave (CRWV) and the $2 Billion NVIDIA Infusion
January 26, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AMZN
CRWV
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Financial
GEMI Finds Its Footing After SEC Drops Lawsuit, Ending Legal Cloud Over Gemini Earn
↗
January 26, 2026
Via
Stocktwits
Topics
Bankruptcy
Lawsuit
Regulatory Compliance
Tickers
BTC
GEMI
Exposures
Financial
Legal
Regulatory
Meta Stock Faces Fresh Pressure? Report Of WhatsApp Privacy Lawsuit Surfaces Ahead Of Q4 Earnings
↗
January 26, 2026
Via
Stocktwits
Topics
Lawsuit
Tickers
META
QQQ
Exposures
Financial
Legal
Where Could This Stock Be Trading in 5 Years? Here's a Long-Term Look.
↗
January 25, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Lawsuit
World Trade
Tickers
AAPL
Exposures
Artificial Intelligence
Financial
Legal
< Previous
1
2
...
13
14
15
16
17
18
19
20
21
...
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.