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
...
13
14
15
16
17
18
19
20
21
...
99
100
Next >
Scott Edelman, Founder of Edelman Wealth Management Group, Interviewed on the Influential Entrepreneurs Podcast, Discussing Risks of Retirement
November 12, 2025
Via
Authority Press Wire
Topics
Retirement
Exposures
Pension
Are You Making These 6 Common Required Minimum Distribution (RMD) Mistakes?
↗
November 12, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Maxing Out Your 401(k) Will Get Harder in 2026. Maybe You Shouldn't Do It.
↗
November 12, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
A New Kind of Welcome: Hillcrest Invites Older Adults to Try Its Wellness Lifestyle – Before Moving In
November 12, 2025
Via
Send2Press
Topics
Retirement
Exposures
Pension
Want $1 Million in Retirement? 3 Simple Index Funds to Buy and Hold for Decades
↗
November 12, 2025
Via
The Motley Fool
Topics
ETFs
Retirement
Tickers
IVZ
QQQ
SCHD
VOO
Exposures
Pension
Senior Advocacy Group Warns: This Big Problem With Social Security Will Keep Getting Worse
↗
November 12, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Social Security's Maximum Monthly Benefit Is Getting Harder to Qualify For. Here's Why.
↗
November 12, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Why I Can't Stop Buying This Ultra-High-Yielding ETF
↗
November 11, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Tickers
ANGL
Exposures
Debt Markets
Interest Rates
Legal
Social Security: 2 Positive Changes Coming in 2026 That Could Boost Your Benefit
↗
November 11, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Granite Sells $15 Million in CBIZ Amid Stock’s 40% Slide Since February
↗
November 11, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Retirement
Tickers
AAPL
AMZN
CBZ
GOOGL
MSFT
NVDA
Exposures
Legal
Pension
Regulatory
Bullish Tide: Investors See Buying Opportunity in Market Pullback, Paving Way for Commodity Shifts
November 11, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
Tickers
ASX:BHP
ASX:RIO
CVX
GOOGL
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
Preferred Stocks Emerge as a Strategic Tool for Financial Advisors in a Shifting Market
November 11, 2025
Via
MarketMinute
Topics
Bankruptcy
Bonds
ETFs
Tickers
ALL
BAC
C
GE
GPJA
JPM
Exposures
Debt Markets
Financial
Interest Rates
The Retail Roar: How "Stock Market Mania" Among Everyday Investors is Reshaping Financial Markets
November 11, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Economy
Tickers
AMC
BB
GME
HOOD
IBKR
NOK
Exposures
Artificial Intelligence
COVID-19
Economy
EXCLUSIVE: People Will Let AI Trade Their 'Robinhood Money'— But Not Their Retirement
↗
November 11, 2025
Via
Benzinga
Topics
Artificial Intelligence
Retirement
Exposures
Artificial Intelligence
Pension
FintechZoom.com: The Ultimate Financial Tool for Investors
November 11, 2025
Via
GlobePRwire
Topics
Retirement
Exposures
Pension
3 Steps to Take to Collect the Max Social Security Check in Retirement
↗
November 11, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Here's the Best Way to Use the Famous 4% Rule in Retirement
↗
November 11, 2025
Via
The Motley Fool
Topics
Bonds
Economy
Retirement
Exposures
Debt Markets
Interest Rates
Pension
How Does SoFi Make Money?
↗
November 11, 2025
Via
The Motley Fool
Topics
Credit Cards
ETFs
Retirement
Tickers
AGIQ
SOFI
Exposures
Interest Rates
Pension
I Started Investing With $2,000 Using Warren Buffett's Rules. Here's What I'd Do Differently Now
↗
November 11, 2025
Via
The Motley Fool
Topics
Retirement
Tickers
BRK
BRK-A
BRK-B
ORCL
Exposures
Pension
Turning 73? Here's How to Avoid Required Minimum Distributions Without a Roth Conversion.
↗
November 11, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
What Is the Required Minimum Distribution (RMD) for a $500,000 Retirement Account?
↗
November 11, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Become a Dividend Millionaire With These High-Yield ETFs
↗
November 11, 2025
Via
The Motley Fool
Topics
ETFs
Retirement
Tickers
PEY
SCHD
VIG
Exposures
Pension
Should You Use Savings to Cover Early Retirement Expenses to Delay Social Security?
↗
November 11, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Equitable Holdings’s Q3 Earnings Call: Our Top 5 Analyst Questions
November 11, 2025
Via
StockStory
Topics
Earnings
Retirement
Tickers
EQH
Exposures
Financial
Pension
The Top 5 Analyst Questions From Voya Financial’s Q3 Earnings Call
November 11, 2025
Via
StockStory
Topics
Earnings
Retirement
Tickers
VOYA
Exposures
Financial
Pension
The 5 Most Interesting Analyst Questions From Horace Mann Educators’s Q3 Earnings Call
November 11, 2025
Via
StockStory
Topics
Earnings
Retirement
Tickers
HMN
Exposures
Financial
Pension
3 Value Stocks That Fall Short
November 10, 2025
Via
StockStory
Topics
Retirement
Tickers
AHCO
MAT
TROW
Exposures
Pension
3 Volatile Stocks We Find Risky
November 10, 2025
Via
StockStory
Topics
Retirement
Tickers
DOCU
EQH
PWP
Exposures
Pension
Q3 Earnings Highs And Lows: Voya Financial (NYSE:VOYA) Vs The Rest Of The Custody Bank Stocks
November 10, 2025
Via
StockStory
Topics
Retirement
Tickers
HLNE
VOYA
Exposures
Pension
Eagle Materials Inc. (NYSE: EXP) Declares Quarterly Dividend: A Signal of Stability Amidst Sector Shifts
November 10, 2025
Via
MarketMinute
Topics
Economy
Retirement
Supply Chain
Tickers
BLD
BLDR
CRH
DY
EXP
FBIN
Exposures
Economy
Pension
Supply Chain
< Previous
1
2
...
13
14
15
16
17
18
19
20
21
...
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.