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
...
8
9
10
11
12
13
14
15
16
...
99
100
Next >
XRP Navigates Regulatory Hurdles and Supply Squeeze: A 2025 Outlook for the Digital Asset
October 23, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
ETFs
Economy
Tickers
COIN
Exposures
Artificial Intelligence
Economy
Interest Rates
Institutional Investor Takes Profits on Thomson Reuters as Stock Struggles After a Strong Run
October 23, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BN
CNI
OTEX
TD
TRI
TSX:BMO
Exposures
Legal
Regulatory
AbbVie Draws Growing Institutional Confidence As Investors Seek Steady Growth
October 23, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AAPL
ABBV
GOOGL
META
MSFT
NVDA
Exposures
Legal
Regulatory
FalconX Acquires 21Shares: A New Era of Institutional Crypto Investment Dawns
October 23, 2025
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
Exposures
Economy
Legal
Regulatory
Binance Coin (BNB) Soars as White House Pardons CZ, Signaling a New Era for Crypto Regulation
October 23, 2025
Via
BreakingCrypto
Topics
ETFs
Economy
Government
Tickers
SEC
Exposures
Economy
Legal
Political
Trump’s Crypto Gambit: CZ Pardon Rocks Markets Amidst Family Venture Allegations
October 23, 2025
Via
BreakingCrypto
Topics
ETFs
Government
Regulatory Compliance
Exposures
Legal
Political
Regulatory
Blackstone's Mixed Q3: Stock Sinks Despite Earnings Beat as Profit Misses Spark Investor Jitters
October 23, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
BX
CG
KKR
Exposures
Artificial Intelligence
Economy
Financial
Cadinha Adds $16 Million GE Stake as Aerospace Stock Surges Toward New Highs
October 23, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
GE
Exposures
Legal
Regulatory
Silver Oak Advisory Group Takes a Sip of Starbucks: What Does This Institutional Investment Mean for the Coffee Giant?
October 23, 2025
Via
MarketMinute
Topics
Regulatory Compliance
Supply Chain
Tickers
ASX:RBD
BROS
MCD
QSR
SBUX
Exposures
Legal
Regulatory
Supply Chain
1 Important Tailwind That Could Send XRP Skyrocketing
October 23, 2025
Via
The Motley Fool
Topics
Government
Regulatory Compliance
Tickers
BBVA
Exposures
Legal
Political
Regulatory
Why One Fund Is Buying Open Text Stock Despite Its 30% Slide From Record Highs
October 23, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BN
CNI
OTEX
TD
TSX:BMO
Exposures
Legal
Regulatory
Bullish Bet: Investment Manager Makes Strategic Buy of Prologis Stock
October 23, 2025
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Tickers
ABBV
AVGO
JPM
MSFT
PLD
RTX
Exposures
Legal
Regulatory
Supply Chain
Blue Owl Capital Stock Trimmed by Investment Manager, According to Recent Filing
October 23, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ABBV
AVGO
JPM
MSFT
OWL
RTX
Exposures
Legal
Regulatory
Bitquore Introduces Professional Trading Infrastructure for US Hedge Funds and Asset Managers
October 23, 2025
Via
Binary News Network
Topics
ETFs
Regulatory Compliance
Exposures
Legal
Regulatory
Safe & Green Holdings Corp. (NASDAQ: SGBX) Consolidates Operations, Expands Olenox AI Capabilities
October 23, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
SGBX
Exposures
Artificial Intelligence
Legal
Regulatory
Are XRP, SOL Done? HYPE Pumps 10% On $1 Billion Treasury Raise
October 23, 2025
Via
Benzinga
Topics
Regulatory Compliance
Tickers
SONN
Exposures
Legal
Regulatory
Investment Firm Verity & Verity Loads Up With 908,000 Pfizer (PFE) Shares Worth $22.4 Million
October 23, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AVGO
JPM
MSFT
PFE
Exposures
Legal
Regulatory
Investment Manager Doubles Down on Regional Bank Stock, According to Recent Filing
October 23, 2025
Via
The Motley Fool
Topics
Credit Cards
Regulatory Compliance
Tickers
ABBV
AUB
AVGO
JPM
MSFT
RTX
Exposures
Interest Rates
Legal
Regulatory
Torqqo Exchange Launches Global AI Powered Crypto Trading Platform for Web3 Investors
October 23, 2025
Via
Binary News Network
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Exposures
Artificial Intelligence
Economy
Legal
Prediction: XRP (Ripple) Will Be Worth This Much in 10 Years
October 23, 2025
Via
The Motley Fool
Topics
Bonds
Government
Regulatory Compliance
Tickers
USB
Exposures
Debt Markets
Legal
Political
SEC Chair Paul Atkins Says Government Shutdown Is 'Beginning To Bite' But IPOs Are 'Still Going To The Market'
October 23, 2025
Via
Benzinga
Topics
Regulatory Compliance
Exposures
Legal
Regulatory
Global X’s QYLD ETF Draws Renewed Interest as Income Strategies Regain Favor
October 23, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
AAPL
AVGO
NVDA
QYLD
Exposures
Legal
Regulatory
Kimberly-Clark Stock Shows Its Strength as Defensive Names Come Back in Focus
October 22, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
HTGC
KMB
O
SBRA
SWK
VZ
Exposures
Legal
Regulatory
Hong Kong Greenlights First Spot Solana ETF, Outpacing US in Crypto Innovation Race
October 22, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Tickers
JPM
Exposures
Artificial Intelligence
Interest Rates
Legal
T. Rowe Price Ignites Institutional Crypto Race with Active ETF Filing
October 22, 2025
Via
BreakingCrypto
Topics
ETFs
Regulatory Compliance
Tickers
TROW
Exposures
Legal
Regulatory
Seascape Capital Management Opens New $4.3 Million Monster (NASDAQ: MNST) Position: Is the Stock a Buy?
October 22, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
MNST
Exposures
Legal
Regulatory
Seascape Capital Management Liquidates $3.7 Million Church & Dwight (NYSE: CHD) Position: Should Investors Sell Too?
October 22, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
CHD
Exposures
Legal
Regulatory
Remitly Global's CEO Sells Roughly 29,000 Shares for Nearly $451,800
October 22, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
RELY
Exposures
Legal
Regulatory
TD SYNNEX (SNX) Insider Sells 17,500 Shares for $2.7M
October 22, 2025
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Tickers
SNX
Exposures
Legal
Regulatory
Supply Chain
Paul Atkins Flags ‘Hanky-Panky’ In Nasdaq Trades, Says SEC Is Tightening Market Surveillance: Report
October 22, 2025
Via
Stocktwits
Topics
Government
Regulatory Compliance
Tickers
BYND
DIA
QQQ
SPY
Exposures
Legal
Political
Regulatory
< Previous
1
2
...
8
9
10
11
12
13
14
15
16
...
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.