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
3
4
5
6
7
8
9
...
99
100
Next >
The CRA Checklist Every Retiree Needs to Pass
↗
Today 11:45 EDT
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Exposures
Artificial Intelligence
Pension
Inflation and Retirement -- Why 2026 Fears May Be Overblown for Investors
↗
Today 10:50 EDT
Via
The Motley Fool
Topics
Credit Cards
Economy
Retirement
Tickers
HDV
Exposures
Interest Rates
Pension
Kaplan Fox Encourages Investors of GoDaddy Inc. (NYSE: GDDY) to Contact the Firm Regarding Potential Securities Law Violations
Today 10:30 EDT
Via
NewMediaWire
Topics
Earnings
Retirement
Tickers
BAC
GDDY
Exposures
Financial
Pension
Son, 27, Says His Dad, 61, Lost $2,600 A Year To A Broker That Never Told Him About Payment For Order Flow
↗
Today 10:16 EDT
Via
Benzinga
Topics
Retirement
Exposures
Pension
What Makes a Service Business Website Credible (And How to Check Yours)
Today 5:47 EDT
Via
BusinesNews Wire
Topics
Retirement
Exposures
Pension
Kaplan Fox Announces an Investigation of Alignment Healthcare, Inc. (NASDAQ: ALHC) on Behalf of Investors
Today 10:15 EDT
Via
NewMediaWire
Topics
Lawsuit
Retirement
Whistleblower
Tickers
ALHC
BAC
Exposures
Financial
Legal
Pension
TFSA and RRSP Investors: 2 High-Yield Dividend Stocks to Own for the Next 10 Years
↗
Today 10:00 EDT
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Retirement
Tickers
TSX:CNQ
Exposures
Artificial Intelligence
Interest Rates
Pension
Retiring in 2029? 3 Key Investing Moves You Should Make Today.
↗
Today 9:56 EDT
Via
The Motley Fool
Topics
ETFs
Retirement
Exposures
Pension
Kaplan Fox Notifies Investors of The Ensign Group, Inc. (NASDAQ: ENSG) of an Investigation Into Potential Securities Law Violations
Today 9:00 EDT
Via
NewMediaWire
Topics
Retirement
Tickers
BAC
ENSG
Exposures
Pension
What the Average Retiree Gets Wrong About When to Start Taking Social Security
↗
Today 6:20 EDT
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Retiring in 2026? You'll Need $185,500 Just for Healthcare, Fidelity Says— and That's Without Long-Term Care
↗
Today 5:21 EDT
Via
Benzinga
Topics
Retirement
Tickers
FIS
Exposures
Pension
Retiring With Lots of Savings? 2 Social Security Claiming Strategies to Look At.
↗
Today 4:09 EDT
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
How Adamantium Advisors Is Helping Pre-Retirees Nationwide Slash Lifetime Taxes Through Strategic Roth Conversions and Withdrawal Planning
Today 0:57 EDT
Via
AB Newswire
Topics
Retirement
Exposures
Pension
2 S&P 500 Stocks Worth Your Attention and 1 We Brush Off
Today 0:35 EDT
Via
StockStory
Topics
Artificial Intelligence
Retirement
Stocks
Tickers
BRO
MSFT
TROW
Exposures
Artificial Intelligence
Pension
US Equities
California Homeowner Almost Paid $42,000 in Unnecessary Fees — Reverse Mortgage Specialist Catches It Before Signing
Today 0:30 EDT
Via
Press Release Distribution Service
Topics
Retirement
Exposures
Pension
Retirement Village Builders: Key Considerations for Modern Senior Communities
↗
Today 0:29 EDT
Via
Talk Markets
Topics
Retirement
Exposures
Pension
How the Average TFSA Changes Across Canada
↗
July 22, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Tickers
RY
TSX:RY
Exposures
Artificial Intelligence
Pension
What the Typical Canadian TFSA Looks Like by Age 50
↗
July 22, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Retirement
Tickers
TSX:ZEB
Exposures
Artificial Intelligence
Pension
Billionaires Are Unloading Amazon and Piling Into This TSX Stock
↗
July 22, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Tickers
AMZN
BRK-A
BRK-B
ORCL
Exposures
Artificial Intelligence
Pension
This Is the TFSA Balance You’ll Likely Need to Retire Comfortably in Canada
↗
July 22, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Exposures
Artificial Intelligence
Pension
How to Create Your Own Pension With Canadian Dividend Stocks
↗
July 22, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Tickers
TSX:PBH
Exposures
Artificial Intelligence
Pension
Kaplan Fox Reminds Investors of GoDaddy Inc. (NYSE: GDDY) of an Ongoing Investigation Into Potential Securities Law Violations
July 22, 2026
Via
NewMediaWire
Topics
Earnings
Retirement
Tickers
BAC
GDDY
Exposures
Financial
Pension
Kaplan Fox is Investigating Potential Securities Law Violations Against Alignment Healthcare, Inc. (NASDAQ: ALHC)
July 22, 2026
Via
NewMediaWire
Topics
Lawsuit
Retirement
Whistleblower
Tickers
ALHC
BAC
Exposures
Financial
Legal
Pension
Folse Financial Investment & Retirement Services Expands Financial Planning Resources for Nurses
July 22, 2026
Via
Press Advantage
Topics
Retirement
Exposures
Pension
How Much Does a Typical Canadian Have in Their TFSA at 50?
↗
July 22, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Exposures
Artificial Intelligence
Pension
What the Average Canadian TFSA Looks Like at 50
↗
July 22, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Tickers
RY
TSX:RY
Exposures
Artificial Intelligence
Pension
3 Canadian Energy Stocks to Watch as Oil Headlines Heat Up
↗
July 22, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Exposures
Artificial Intelligence
Pension
Canadians: Here’s How Much You Need in Your TFSA to Retire
↗
July 22, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Exposures
Artificial Intelligence
Pension
4 TSX Dividend Stocks for Steady Cash Flow in Any Market
↗
July 22, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Retirement
Exposures
Artificial Intelligence
Interest Rates
Pension
The Medicare Enrollment Mistake That Could Haunt You for Life
↗
July 22, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
< Previous
1
2
3
4
5
6
7
8
9
...
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.