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 >
3 Brilliant High-Yield Stocks to Buy Now and Hold for the Long Term
↗
April 09, 2026
Via
The Motley Fool
Topics
Energy
Retirement
Tickers
ARCC
EPD
FRT
Exposures
Fossil Fuels
Pension
Why $1 Million in Retirement Savings May Not Be Enough Anymore
↗
April 09, 2026
Via
The Motley Fool
Topics
Economy
Retirement
Tickers
SHOP
Exposures
Interest Rates
Pension
A Big Change Is Coming to Medicare in July 2026
↗
April 09, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Delta Braces for Impact: Q1 Earnings Preview Amidst the 'March Oil Shock'
April 09, 2026
Via
MarketMinute
Topics
Economy
Retirement
Tickers
AAL
BA
DAL
LUV
UAL
Exposures
Coal
Fossil Fuels
Interest Rates
Using a Health Savings Account for Retirement Funds? Avoid These 3 Mistakes
↗
April 09, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
This Is the Average TFSA Balance for Canadians at Age 60
↗
April 09, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Marc Hernandez, Founder of MAH Financial Services, Interviewed on the Influential Entrepreneurs Podcast Discussing How AI Displacements May Impact Retirement
April 09, 2026
Via
Get News
Topics
Artificial Intelligence
Retirement
Exposures
Artificial Intelligence
Pension
Rick Miller, Founder of Miller Wealth Planning, Interviewed on the Influential Entrepreneurs Podcast, Discussing Understanding IRMAA
April 09, 2026
Via
Get News
Topics
Retirement
Exposures
Pension
What the Average Canadian TFSA Looks Like at Age 30 — and How to Build Yours Up
↗
April 09, 2026
Via
The Motley Fool
Topics
Retirement
Tickers
TSX:PPL
TSX:VHI
Exposures
Pension
Mastering Retirement Income – Raymond Bostian and Christopher Wingler’s Newly Released Book is a Retirement Planning Blueprint
April 09, 2026
Via
Get News
Topics
Retirement
Exposures
Pension
Make Less Than $50,000 Per Year? These Are Your Top 2 Retirement Accounts.
↗
April 09, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Forced Into Retirement Before You're Ready? Here Are 3 Critical Moves to Make.
↗
April 09, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
SunBelt Home Sales Founder Reflects on 18 Years of Affordable Manufactured Homes in Florida – Featured in MHInsider
April 09, 2026
Via
AB Newswire
Topics
Retirement
Exposures
Pension
LendFriend Mortgage Opens Chicago Office Offering Jumbo Loans & More
April 09, 2026
Via
AB Newswire
Topics
Retirement
Exposures
Pension
3 Times Red Tape Could Stand in the Way of You Receiving Your Social Security Benefits
↗
April 09, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
The Great Pivot: Intel’s 2026 Resurgence Through 18A and the AI PC Era
April 09, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Retirement
Tickers
AAPL
AMD
AMZN
AVGO
INTC
MSFT
Exposures
Artificial Intelligence
Pension
Supply Chain
Navigating the Turbulence: A Deep-Dive Research Feature on American Airlines (AAL) in 2026
April 09, 2026
Via
Finterra
Topics
Bankruptcy
Credit Cards
Earnings
Tickers
AAL
BA
DAL
UAL
Exposures
Economy
Financial
Interest Rates
You Can Still Contribute $7,000 to a 2025 IRA Before April 15 -- Here's Who Qualifies
↗
April 09, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Bearish Outlook? Try These 2 Bear Call Spread Trades on Thursday
April 09, 2026
Via
Barchart.com
Topics
Retirement
Tickers
ORCL
Exposures
Pension
You Might Regret Ignoring This Social Security Strategy -- Especially If You're Married
↗
April 09, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Spousal IRA Rules Every Married Couple Should Know Before the April 15 Deadline
↗
April 09, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
The Surprising Reason Why Over 2.5 Million Social Security Retirees Aren't Eligible for the New Senior Tax Deduction
↗
April 09, 2026
Via
The Motley Fool
Topics
Economy
Government
Retirement
Exposures
Interest Rates
Pension
Political
Caterpillar Taps Veteran Insider Kyle Epley As CFO
↗
April 09, 2026
Via
Benzinga
Topics
Retirement
Tickers
CAT
Exposures
Pension
Warren Buffett's Successor, Greg Abel, Now Has $46 Billion of Berkshire Hathaway's Capital Devoted to His Top Investment Idea
↗
April 09, 2026
Via
The Motley Fool
Topics
Retirement
Tickers
BRK-A
BRK-B
ITOCF
ITOCY
MARUF
MARUY
Exposures
Pension
Social Security Claiming Strategies for Couples: Maximize Your Household Benefits
↗
April 09, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Nashville Financial Advisor: Retirement Income Planning Services Expand
April 09, 2026
Via
Press Release Distribution Service
Topics
Economy
Retirement
Tickers
COF
Exposures
Interest Rates
Pension
Anthony Pellegrino’s Top Tips For Protecting Retirement Savings: Guide Released
April 09, 2026
Via
Press Release Distribution Service
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
The TSX Stock I’d Most Want to Hold Forever – Especially Inside a TFSA
↗
April 08, 2026
Via
The Motley Fool
Topics
Retirement
Tickers
TSX:MFC
Exposures
Pension
TFSA or RRSP: Doesn’t Matter if You Don’t Invest!
↗
April 08, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Pieter Bouterse Studio Founder to Retire After 40+ Years; Seeks Successor to Continue Legacy
April 08, 2026
Via
PRLog
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.