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
...
99
100
Next >
Reddit CEO Sells 18,000 Shares for a $3.6 Million Gain
October 22, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
RDDT
Exposures
Legal
Regulatory
Italian Investment Manager Adds More Shares of Global Financial Titan. Should Retail Investors Follow Suit?
October 22, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AAPL
GOOGL
MSFT
NVDA
TSLA
UBS
Exposures
Legal
Regulatory
Crypto Market Echoes 2020-2021 Bull Run: Is BSC Primed for Dominance in the Next Surge?
October 22, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Tickers
COIN
MSTR
SOL
TSLA
Exposures
Artificial Intelligence
COVID-19
Economy
Federal Reserve’s Crypto Embrace and Rate Cut Hopes Spark “Explosion” Predictions for XRP, ETH, and ADA
October 22, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Tickers
GS
MS
Exposures
Artificial Intelligence
Economy
Financial
Major Institution Trims Newmont Stock After Big Run, According to Recent Filing
October 22, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
NEM
Exposures
Legal
Regulatory
Sell Signal? Up 91%, Giant Asset Manager Trims Back Its Holdings of Gold Mining Stock
October 22, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AEM
Exposures
Legal
Regulatory
Beyond Meat's Wild Ride: A Meme Stock Rally Ignites Volatility Amidst Fundamental Challenges
October 22, 2025
Via
MarketMinute
Topics
Bankruptcy
Initial Public Offering
Regulatory Compliance
Tickers
AMC
BYND
GME
INGR
K
OTLY
Exposures
Financial
Legal
Regulatory
Regulated Crypto Exchange TZNXG Addresses Core US Market Challenges with Compliance-First Infrastructure
October 22, 2025
Via
PRLog
Topics
ETFs
Fraud
Regulatory Compliance
Exposures
Legal
Regulatory
Director Peter Getsinger Sells 8,493 Argan (AGX) Shares for $2.5 Million
October 22, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AGX
Exposures
Legal
Regulatory
The Best Vanguard ETF to Invest $1,000 In Right Now
October 22, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Tickers
CEG
DUK
NEE
SO
VPU
VST
Exposures
Debt Markets
Interest Rates
Legal
YYAI Stock Rockets After Insider Buying Reveal: Retail Trader FOMO Builds
October 22, 2025
Via
Stocktwits
Topics
Bonds
Regulatory Compliance
Tickers
IWC
YYAI
Exposures
Debt Markets
Legal
Regulatory
Keystone Sells Over 95% of TD Bank Holdings
October 22, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
CVX
MSFT
SCHW
TD
USB
VZ
Exposures
Legal
Regulatory
Paradice Investment Management Opens New $18 Million Position in Flowserve (NYSE: FLS)
October 21, 2025
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Tickers
FLS
Exposures
Electricity Generation
Legal
Regulatory
Moody Aldrich Liquidates Entire Stake in PLMR Worth $8.2 Million
October 21, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
INDB
KTOS
PIPR
PLMR
PTGX
Exposures
Legal
Regulatory
Mattern Capital Dumps 39,000 Union Pacific (UNP) Shares Worth $9.1 Million
October 21, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Tickers
AAPL
MSFT
UNP
WMT
Exposures
Legal
Regulatory
Supply Chain
Albion Financial Disposes of $11.3 Million Worth of Home Depot (NYSE: HD) Shares: Should Investors Follow?
October 21, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
AAPL
HD
MSFT
NVDA
Exposures
Legal
Regulatory
Abacus FCF Advisors Bets $16 Million on Hilton Even as Hotel Stock Lags Market
October 21, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AAPL
ABBV
APP
BKNG
HLT
MA
Exposures
Legal
Regulatory
Why This Florida Fund Locked In DoorDash Gains After a 70% Stock Surge
October 21, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AAPL
ABBV
APP
BKNG
DASH
MA
Exposures
Legal
Regulatory
UiPath's CEO and Chairman Sells 123K Shares for $2.3 Million
October 21, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
PATH
Exposures
Legal
Regulatory
Renaissance Capital Sells Off 176K CRBG Shares Worth $6.3 Million
October 21, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Retirement
Tickers
ALAB
ARM
CRBG
KVUE
NXT
RDDT
Exposures
Legal
Pension
Regulatory
Paradice Investment Management Dumps $32 Million Worth of Openlane (NYSE: KAR) Stock: Should Investors Sell Too?
October 21, 2025
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Tickers
KAR
Exposures
Legal
Regulatory
Supply Chain
Catalyst Private Wealth Sells $3 Million Worth of iShares Core MSCI Total International Stock ETF (IXUS)
October 21, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
IXUS
Exposures
Legal
Regulatory
Cal-Maine Foods' (CALM) Chief Strategy Officer Bets on Rapid Recovery With a 2,800 Share Purchase
October 21, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CALM
Exposures
Legal
Regulatory
Paradice Investment Management Liquidates Its $20 Million Nomad Foods (NYSE: NOMD) Position: Is the Stock in Trouble?
October 21, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
NOMD
Exposures
Legal
Regulatory
Grail's CEO Sells 7,200 Shares for nearly $500,000
October 21, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
GRAL
Exposures
Legal
Regulatory
Iconic Software Stock Gets the Axe From Large Investment Manager, According to Recent Filing
October 21, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AAPL
ADBE
AMZN
GOOGL
MSFT
ORCL
Exposures
Legal
Regulatory
Investment Manager Takes a Big Step Back From Software Giant
October 21, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
NOW
Exposures
Artificial Intelligence
Legal
Regulatory
Investment Advisor Pulls Plug on Software Giant, Recent Filing Shows
October 21, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AVGO
AX
CRM
GOOGL
MSFT
NVDA
Exposures
Legal
Regulatory
Big Money Moves: Investment Advisor Stocks Up on Often-Overlooked Artificial Intelligence (AI) Stock
October 21, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
AAPL
AMZN
GOOGL
MSFT
ORCL
Exposures
Artificial Intelligence
Legal
Regulatory
Retireful Liquidates 44K VGIT Shares Worth $2.7 Million
October 21, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Tickers
BIL
GBIL
JPST
SPY
USFR
VGIT
Exposures
Debt Markets
Interest Rates
Legal
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
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.