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
...
14
15
16
17
18
19
20
21
22
...
99
100
Next >
Is Paymentus Stock a Buy After Palisades Investment Partners Increased Its Stake By $6 Million?
↗
May 01, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
KRYS
PAY
PKE
SPXC
Exposures
Legal
Regulatory
Is Amprius Technologies Stock a Buy After Palisades Investment Partners Initiated a Position Worth $4.8 Million?
↗
May 01, 2026
Via
The Motley Fool
Topics
Electric Vehicles
Regulatory Compliance
Tickers
AMPX
KRYS
PAY
PKE
SPXC
Exposures
Electric Vehicles
Legal
Regulatory
Kailix Advisors Loads Up on Dauch Corp. Amid Strong Year-Over-Year Performance
↗
May 01, 2026
Via
The Motley Fool
Topics
Electric Vehicles
Regulatory Compliance
Supply Chain
Tickers
CSTM
DCH
GPRE
WTTR
Exposures
Electric Vehicles
Legal
Regulatory
Palisades Investment Partners Initiated a Position in SkyWater Technology Stock. What Does This Mean for Investors?
↗
May 01, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
KRYS
PAY
PKE
SKYT
SPXC
Exposures
Legal
Regulatory
This Director Just Sold 13,000 Shares of Univest Financial for $491,000
↗
May 01, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
UVSP
Exposures
Legal
Regulatory
Pacira BioSciences' CFO Sold 12,941 Shares for $326,000 Before Its Q1 Earnings Release
↗
May 01, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
PCRX
Exposures
Legal
Regulatory
Is DoubleVerify a Buy? One Fund Just Opened a $3.5 Million Position
↗
May 01, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Tickers
DKS
DV
JOE
NTR
WMT
XOM
Exposures
Artificial Intelligence
Legal
Regulatory
Mason & Associates Dials Back COWG After Aggressive Buy
↗
April 30, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
COWG
Exposures
Legal
Regulatory
Guided Capital pairs a new HGER stake with a bigger short-Treasury position
↗
April 30, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
FTSM
HGER
JBND
Exposures
Legal
Regulatory
A small fund exited German American Bancorp. Other moves tell a bigger story
↗
April 30, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BBT
CBSH
CFG
FFWM
GABC
PGC
Exposures
Legal
Regulatory
Guided Capital just doubled down on active commodity exposure
↗
April 30, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
FTGC
FTSM
JBND
Exposures
Legal
Regulatory
Madison Wealth Makes a Big $27 Million Bet on This Bond ETF
↗
April 30, 2026
Via
The Motley Fool
Topics
Bonds
Derivatives
ETFs
Tickers
BINC
DYNF
FMDE
IUSG
IUSV
UBND
Exposures
Debt Markets
Derivatives
Interest Rates
CAHABA Buys $3.1 Million Worth of Short-Duration ISTB -- What It Means For Bond Investors
↗
April 30, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
IJH
IJR
ISTB
IVV
IXUS
UBND
Exposures
Debt Markets
Legal
Regulatory
Speece Thorson Bets On Insight Enterprises (NSIT) With a 78,000 Share Buy
↗
April 30, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
CASS
CBSH
HXL
NSIT
SON
WTM
Exposures
Artificial Intelligence
Legal
Regulatory
Wealth Manager Takes New $55.6 Million Position in ETF, According to Latest SEC Filing
↗
April 30, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
BLK
CORO
VFLO
Exposures
Legal
Regulatory
Is Sonoco Stock a Buy After the CFO Purchased Over 8,000 Shares?
↗
April 30, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
SON
Exposures
Legal
Regulatory
Wealth Manager Sheds $9.2 Million Worth of ETF, According to Latest SEC Filing
↗
April 30, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
FLXR
WINN
Exposures
Legal
Regulatory
Is Now the Time to Buy the iShares CORO ETF After Lansing Street Advisors Purchased Over 230,000 Shares?
↗
April 30, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
BLK
CORO
MCD
VCRB
Exposures
Legal
Regulatory
AXXCESS Just Sold Its Entire $60 Million VTC Stake -- What This Corporate Bond Exit Means for Investors
↗
April 30, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Tickers
AAPL
AGG
JPST
NVDA
SPDW
VTC
Exposures
Debt Markets
Interest Rates
Legal
Crypto News: Pepeto Updates Presale Website While XRP Price Prediction Targets $200
April 29, 2026
Via
First Publisher
Topics
Artificial Intelligence
Regulatory Compliance
Exposures
Artificial Intelligence
Legal
Regulatory
EDMP picks up Sonoco, and the position size is doing the talking
↗
April 29, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ABBV
AMGN
AVGO
MO
OHI
SON
Exposures
Legal
Regulatory
For Pharvaris Investors, the Director's Sale Matters Less Than What's Coming Next
↗
April 29, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
PHVS
Exposures
Legal
Regulatory
A 45% Trim Inside a 12-Stock Fund Tells You More Than the Share Count
↗
April 29, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ABG
ARLP
BOC
CNR
NNI
Exposures
Coal
Legal
Regulatory
President CEO Sells HMN 7,500 Shares for $346,000
↗
April 29, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Retirement
Tickers
HMN
Exposures
Legal
Pension
Regulatory
Ariose Capital Builds Significant Stake in AXT Inc., According to Recent SEC Filing
↗
April 29, 2026
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Supply Chain
Tickers
AXTI
STX
VICR
Exposures
Legal
Regulatory
Supply Chain
Waters Parkerson Bets $3 Million on a CBIZ Rebound
↗
April 29, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CBZ
COHR
JPM
META
V
XOM
Exposures
Legal
Regulatory
MBL Wealth Boosts Bond Exposure With $2.8 Million UITB Purchase
↗
April 29, 2026
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
BIL
GLDM
IEMG
IJH
S
UITB
Exposures
Debt Markets
Legal
Regulatory
Investment Advisor Sells $6.6 Million Worth of Medical Solutions Stock, According to Recent SEC Filing
↗
April 29, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
OMCL
XYZ
Z
ZM
Exposures
Legal
Regulatory
GuardCap Dumps Nearly Half Its Yum China (YUMC) Position
↗
April 29, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BKNG
CL
CME
MA
UNH
YUMC
Exposures
Legal
Regulatory
Is Aehr Test Systems Stock a Buy or Sell After Hedge Fund Halter Ferguson Dumped Shares Worth $20 Million?
↗
April 29, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AEHR
LMND
MU
QQQ
TSLA
UPST
Exposures
Legal
Regulatory
< Previous
1
2
...
14
15
16
17
18
19
20
21
22
...
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.