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
...
23
24
25
26
27
28
29
30
31
...
99
100
Next >
Vigilare Reduces SHY Holding Amid Rate-Cut Uncertainty
October 03, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Tickers
SHY
Exposures
Debt Markets
Legal
Regulatory
Global Markets Shrug Off Shutdown: S&P 500 and Nasdaq 100 Power to New Highs Amidst AI Boom and Rate Cut Hopes
October 03, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Tickers
ADBE
AMD
ANET
APP
ASML
AVGO
Exposures
Artificial Intelligence
Economy
Interest Rates
Web3MediaBreaks – Multicoin Capital’s Kyle Samani at All-In Summit Highlights Future of Internet Capital Markets
October 03, 2025
Via
Investor Brand Network
Topics
Government
Regulatory Compliance
Exposures
Legal
Political
Regulatory
Was Quantum Computing Stock's News Good or Bad?
October 03, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
QUBT
Exposures
Legal
Regulatory
Grindr Navigates Volatility on Path to "Super App" Growth: A MarketMinute Analysis
October 03, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
BMBL
GRND
MTCH
Exposures
Artificial Intelligence
Legal
Regulatory
Dow Futures Rise Driven By Strength In AI Trade: TSLA, NVDA, BA, CVX Among Stocks To Watch
October 03, 2025
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Lawsuit
Tickers
BA
CVX
INTC
IVZ
NVDA
QQQ
Exposures
Artificial Intelligence
Financial
Legal
Should You Buy XRP (Ripple) Before Oct. 18?
October 03, 2025
Via
The Motley Fool
Topics
ETFs
Lawsuit
Regulatory Compliance
Exposures
Financial
Legal
Regulatory
Solana, AVAX and Remittix Are The Best Altcoins To Buy Now At The Start Of Quarter Four
October 03, 2025
Via
GlobePRwire
Topics
ETFs
Economy
Regulatory Compliance
Exposures
Interest Rates
Legal
Regulatory
Why Chip-equipment Maker Applied Materials’ Stock Fell After-hours
October 02, 2025
Via
Stocktwits
Topics
Government
Regulatory Compliance
Tickers
AMAT
SMH
VTI
Exposures
Legal
Political
Regulatory
Why Xcel Brands Stock Surged 70% After-Hours Today
October 02, 2025
Via
Stocktwits
Topics
Regulatory Compliance
Tickers
XELB
Exposures
Legal
Regulatory
BlackRock Enhanced Capital and Income Fund (CII) Boosts Monthly Distribution, Signals Strong Performance
October 02, 2025
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Tickers
AAPL
AMZN
BLK
BME
CII
META
Exposures
Artificial Intelligence
Legal
Regulatory
BlackRock Science and Technology Trust Declares Consistent Monthly Distribution, Signaling Stability in Tech Income
October 02, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
AAPL
AVGO
BLK
BST
META
MSFT
Exposures
Artificial Intelligence
Legal
Regulatory
Federal Shutdown Paralysis: Data Delays Deepen Economic Damage Fears
October 02, 2025
Via
MarketMinute
Topics
Economy
Initial Public Offering
Regulatory Compliance
Tickers
ADM
BA
BAC
BAH
BLK
CTVA
Exposures
Economy
Interest Rates
Legal
Acadia Healthcare (ACHC): Navigating Growth, Activism, and Regulatory Headwinds
October 02, 2025
Via
PredictStreet
Topics
Initial Public Offering
Regulatory Compliance
Retirement
Tickers
ACHC
BAC
F
Exposures
Legal
Pension
Regulatory
Bitcoin Blasts Past $118K as Ethereum Fuels “Uptober” Rally: Crypto Market Enters New Bullish Phase
October 02, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Tickers
GS
JPM
Exposures
Artificial Intelligence
Interest Rates
Legal
Thailand Pioneers Next Wave of Crypto ETFs Beyond Bitcoin, Signaling Regional Adoption Boom
October 02, 2025
Via
BreakingCrypto
Topics
ETFs
Regulatory Compliance
Exposures
Legal
Regulatory
Beyond Words: XRP Loyalty Gets Real as Exchanges Rally Behind Post-Lawsuit, ETF-Approved Future
October 02, 2025
Via
BreakingCrypto
Topics
ETFs
Lawsuit
Regulatory Compliance
Tickers
COIN
ETH
ETHE
MSTR
XRP
Exposures
Financial
Legal
Regulatory
Bybit Ignites Infrastructure-Backed Crypto: DoubleZero (2Z) Launches with 5.5M Token Splash
October 02, 2025
Via
BreakingCrypto
Topics
Derivatives
Regulatory Compliance
Exposures
Derivatives
Legal
Regulatory
Bitcoin’s Daily Dance: Unpacking the Forces Behind Its Market Moves in ‘Uptober’ 2025
October 02, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Exposures
Artificial Intelligence
Interest Rates
Legal
St. Louis Financial Buys $3.2 Million in Uber Stock — What Investors Should Know as Earnings Hit New Highs
October 02, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AVGO
BSCP
PLTR
UBER
Exposures
Legal
Regulatory
Toncoin at a Crossroads: Technical Analysis Points to Crucial Levels as Regulatory Scrutiny Looms
October 02, 2025
Via
BreakingCrypto
Topics
Economy
Regulatory Compliance
Exposures
Interest Rates
Legal
Regulatory
The Phantom Menace: “GROK93N” and the Perilous Dance of Crypto Social Media Manipulation
October 02, 2025
Via
BreakingCrypto
Topics
Economy
Fraud
Regulatory Compliance
Exposures
Interest Rates
Legal
Regulatory
XRP Breaks $3 as Ripple CTO David Schwartz Transitions Role, Fueling Market Speculation Amidst ETF Hopes
October 02, 2025
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Government
Tickers
BLK
CBOE
VVPR
Exposures
Artificial Intelligence
Financial
Legal
White House Pulls CFTC Chair Nomination: A Blow to Crypto Clarity or a Path to Progress?
October 02, 2025
Via
BreakingCrypto
Topics
Derivatives
Economy
Government
Exposures
Derivatives
Economy
Legal
CME Group to Unleash 24/7 Crypto Futures Trading in 2026, Paving the Way for Unprecedented Institutional Influx
October 02, 2025
Via
BreakingCrypto
Topics
Derivatives
ETFs
Economy
Tickers
CME
Exposures
Derivatives
Economy
Legal
Cullen Dumps 521K Chevron (CVX) Shares Worth $73.7 Million
October 02, 2025
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Tickers
CVX
Exposures
Fossil Fuels
Legal
Regulatory
SEC Greenlights Blockchain Stock Trading: A Paradigm Shift for Financial Markets
October 02, 2025
Via
MarketMinute
Topics
Economy
Regulatory Compliance
Tickers
BLK
COIN
HOOD
NDAQ
Exposures
Economy
Legal
Regulatory
Coinbase Surges as Regulatory Clarity Ignites Crypto Market Confidence
October 02, 2025
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
Tickers
BLK
COIN
FIS
FNF
Exposures
Derivatives
Economy
Financial
BitMine Immersion Technologies Soars Amidst Aggressive Ethereum Accumulation
October 02, 2025
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
BMNR
MARA
MSTR
ORBS
RIOT
Exposures
Artificial Intelligence
Interest Rates
Legal
Insiders Signal Caution Amidst Strategic Moves: A Deep Dive into Recent Trading Activities
October 02, 2025
Via
MarketMinute
Topics
Economy
Regulatory Compliance
Tickers
TG
Exposures
Interest Rates
Legal
Regulatory
< Previous
1
2
...
23
24
25
26
27
28
29
30
31
...
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.