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
...
9
10
11
12
13
14
15
16
17
...
19
20
Next >
CBRE Earns Perfect Score in Human Rights Campaign's 2022 Corporate Equality Index for Ninth Year in a Row
February 07, 2022
Via
3BL Media
Topics
LGBTQ
Tickers
CBRE
Exposures
Diversity
KeyBank's Diversity, Equity & Inclusion Efforts Recognized By The Human Rights Campaign and Bloomberg
February 03, 2022
Via
3BL Media
Topics
LGBTQ
Exposures
Diversity
Realtor Geoffrey Moore Comments On Why San Francisco LGBTQs Choose To Flock To Palm Springs
February 01, 2022
Via
Press Advantage
Topics
LGBTQ
Exposures
Diversity
Nielsen Earns Ninth Consecutive Perfect Score in Human Rights Campaign's 2022 Corporate Equality Index
February 01, 2022
Via
3BL Media
Topics
LGBTQ
Tickers
NLSN
Exposures
Diversity
St Petersburg FL Counseling – LGBTQ Relationship Therapy Online Sessions
December 26, 2021
Via
Marketers Media
Topics
LGBTQ
Exposures
Diversity
Rising filmmaker Jay Beckett to direct new indie film on LGBTQ issues
December 03, 2021
Via
Get News
Topics
LGBTQ
Exposures
Diversity
Logitech Donates $100,000 to Gay and Lesbian Alliance Against Defamation
December 01, 2021
Via
3BL Media
Topics
LGBTQ
Tickers
LOGI
Exposures
Diversity
From Pause to Pride: A Mother's Journey
December 01, 2021
Via
3BL Media
Topics
LGBTQ
Tickers
BIIB
Exposures
Diversity
SR Socially Relevant™ Film Festival is back and is in hybrid mode
February 04, 2022
Via
PRLog
Topics
Climate Change
Immigration
LGBTQ
Exposures
COVID-19
Climate
Diversity
Black & Veatch Awarded Perfect Score by Human Rights Campaign, Marking Four Years of Highest Level of Recognition
February 01, 2022
Via
3BL Media
Topics
LGBTQ
Exposures
Diversity
Ecolab Named Best Place to Work for LGBTQ Equality by Human Rights Campaign's Corporate Equality Index for 10th Consecutive Year
January 28, 2022
Via
3BL Media
Topics
LGBTQ
Exposures
Diversity
Bloomberg Earns Top Score in Human Rights Campaign Foundation's 2022 Corporate Equality Index
January 28, 2022
Via
3BL Media
Topics
LGBTQ
Exposures
Diversity
National Grid Named Best Place to Work for LGBTQ Equality
January 27, 2022
Via
3BL Media
Topics
LGBTQ
Exposures
Diversity
Inward Reflection on the Vulnerabilities of Life through Pop Rhythms: LGBTQ Artist Elliot Wren Unveils New Single
January 26, 2022
Via
Get News
Topics
LGBTQ
Exposures
Diversity
Mens Environmentally Conscious Swimwear To Debut At New York Fashion Week
January 26, 2022
Via
PRLog
Topics
LGBTQ
Exposures
Diversity
An Inspiring USC MFA Thesis Film launches Kickstarter Campaign
January 24, 2022
Via
AB Newswire
Topics
LGBTQ
Exposures
Diversity
Manhattan Same-Sex Divorce Attorney Juan Luciano Discusses LGBTQ Divorce
January 24, 2022
Via
Press Advantage
Topics
LGBTQ
Exposures
Diversity
Straight Off Double Wins At The Cannes Film Festival – Indian American Designer Anjali Phougat Launches Her Long Anticipated “Designer Dream Collection” Fashion Platform
January 10, 2022
Via
Get News
Topics
LGBTQ
Exposures
Diversity
New Planner Brand Specifically Geared Toward Gen-Z Demographic Announces Its First Retail Collection
January 10, 2022
Via
Newswire.com
Topics
LGBTQ
Exposures
Diversity
Esteemed Poet Jasmine Farrell Announces The Release Of Her Debut Novel, Sloppy
January 03, 2022
Via
AB Newswire
Topics
LGBTQ
Religion
Tickers
AAPL
AMZN
Exposures
Diversity
Religion
Beauty Influencer Kenny Screven Preaches Inclusivity for LGBTQ+ BIPOC in the Beauty and Healthcare Industry
December 28, 2021
Via
Get News
Topics
LGBTQ
Exposures
Diversity
K-pop’s first LGBTQ boy band” LIONESSES, sings about “World Without Hate Crimes” with a new song [Christmas Miracle].
December 16, 2021
Via
Get News
Topics
LGBTQ
Tickers
AAPL
Exposures
Diversity
Inclusion Is the Key to Innovation
December 10, 2021
Via
3BL Media
Topics
Immigration
LGBTQ
Tickers
NLOK
PYPL
Exposures
Diversity
Immigration
Thropic: Where Social Impact and Blockchain Technology Intersect
December 08, 2021
From
Thropic
Via
AccessWire
Topics
Credit Cards
LGBTQ
Exposures
Diversity
Interest Rates
LogiTalk | Carson Tueller on Diversity & Intersectionality of Disability
December 06, 2021
Via
3BL Media
Topics
LGBTQ
Tickers
LOGI
Exposures
Diversity
New Book “Jersey Queens” Celebrates A Thriving LGBTQ Bar Scene In New Jersey During The 1950s and 1960s
December 06, 2021
Via
WebWire
Topics
LGBTQ
Exposures
Diversity
People living with HIV face challenging CVD health risks and barriers to accessing care
December 01, 2021
Via
NewMediaWire
Topics
Death
LGBTQ
Exposures
Death
Diversity
Trinity Church Wall Street Announces Nearly $21 Million in Grants for Nonprofits in New York City and Throughout the World
November 30, 2021
Via
Newswire.com
Topics
LGBTQ
Exposures
COVID-19
Diversity
North 6th Agency Donates More Than $50,000 to Charities Through #Pitching4Purpose Initiative
November 30, 2021
Via
News Direct
Topics
LGBTQ
Lawsuit
Exposures
Criminal
Diversity
Legal
Former Marshall Middle School Principal Who Spoke in Support of LGBTQ Students Files Civil Rights Case against Marshall Public Schools
November 30, 2021
Via
24-7 Press Release
Topics
LGBTQ
Exposures
Diversity
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
19
20
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.