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 >
Claimed Social Security Early? There Are Only 2 Ways to Undo Early Filing Penalties.
↗
January 01, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
3 Important Things to Know About Social Security in 2026
↗
January 01, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
4 Retirement Myths You Can't Afford to Believe
↗
December 31, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Nvidia’s $100 Billion Gambit: A 10-Gigawatt Bet on the Future of OpenAI and AGI
December 31, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Retirement
Tickers
AMD
GOOGL
MSFT
NVDA
TSM
Exposures
Artificial Intelligence
Economy
Pension
Schuster Law Highlights Legal Guidance in Family Law Matters
December 31, 2025
Via
Press Advantage
Topics
Retirement
Exposures
Pension
My 3 Favorite Stocks to Buy Right Now
↗
December 31, 2025
Via
The Motley Fool
Topics
Retirement
Tickers
CLX
GIS
HRL
Exposures
Pension
Protect Your Retirement: Avoid These 3 Cryptocurrencies Right Now
↗
December 31, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Sweat Equity Payday by Mark Hartmann Featured in Limited-Time Amazon Flash Sale
December 31, 2025
Via
Authority Press Wire
Topics
Retirement
Tickers
AMZN
Exposures
Pension
Retiring in 2026? 3 Strategies for Making Your Money Last.
↗
December 31, 2025
Via
The Motley Fool
Topics
Bonds
Economy
Retirement
Exposures
Debt Markets
Interest Rates
Pension
What's the Best Social Security Claiming Strategy in 2026?
↗
December 31, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
James Kroshus, President of Treasure Valley Retirement Shield, Interviewed on The Influential Entrepreneurs Podcast, Discussing Achieving Financial Peace of Mind
December 31, 2025
Via
Authority Press Wire
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Interview with Patrick Cotter, Founder of Cotter Financial Group on the Influential Entrepreneurs Podcast Discussing Emotional Well-being in Retirement
December 31, 2025
Via
Authority Press Wire
Topics
Retirement
Exposures
Pension
There's a Surprising Downside to the Change in Social Security Work Rules in 2026
↗
December 31, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
These 2 Social Security Changes in 2026 Could Deal Working Americans a Major Blow
↗
December 31, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Interview with Patrick Cotter, Founder of Cotter Financial Group on the Influential Entrepreneurs Podcast Discussing Proactive Retirement Planning
December 30, 2025
Via
Get News
Topics
Retirement
Exposures
Pension
This Is Exactly How Much Income You Can Earn in 2026 Before You Might Owe Tax on Social Security
↗
December 30, 2025
Via
The Motley Fool
Topics
Bonds
Economy
Government
Exposures
Debt Markets
Interest Rates
Pension
3 No-Brainer Dividend Stocks to Buy Right Now
↗
December 30, 2025
Via
The Motley Fool
Topics
ETFs
Retirement
Tickers
ABBV
JEPQ
O
SCHW
Exposures
Pension
3 Ways to Get More Out of Your HSA in 2026
↗
December 30, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Legacy Life Planning Lance Expands Estate Planning Services to Meet Growing Demand for Asset Protection
December 30, 2025
Via
Press Advantage
Topics
Retirement
Exposures
Pension
Interview with Patrick Cotter, Founder of Cotter Financial Group on the Influential Entrepreneurs Podcast Discussing Proactive Retirement Planning
December 30, 2025
Via
Authority Press Wire
Topics
Retirement
Exposures
Pension
SunBelt Home Sales Kicks Off 2026 with Optimistic Outlook for Central Florida’s Manufactured Home Market
December 30, 2025
Via
AB Newswire
Topics
Retirement
Tickers
ASX:LIC
Exposures
Pension
Nvidia Defies Year-End Gravity: AI Titan Stages Dramatic Intraday Recovery as Blackwell Demand Hits Fever Pitch
December 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
Tickers
AMD
CSCO
INTC
META
MSFT
MU
Exposures
Artificial Intelligence
Economy
Pension
The End of an Era: Warren Buffett Formalizes Exit as Greg Abel Prepares to Lead Berkshire Hathaway into a New Age
December 30, 2025
Via
MarketMinute
Topics
Retirement
Tickers
AAPL
BRK-A
BRK-B
JPM
MSFT
ORCL
Exposures
Pension
Fort Wayne Garage Door Company Declares War on Industry’s Upselling Tactics With The Launch of Their New Website
December 30, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Retirement
Exposures
Artificial Intelligence
Pension
You Don't Have to Max Out Your IRA by the End of 2025. Here's the Real Deadline.
↗
December 30, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Will You Qualify for Social Security's Biggest Paycheck of $5,251 in 2026?
↗
December 30, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
The S&P 500 Seesaw: Analyzing IVV’s Year-End Turbulence After a Record-Breaking 2025
December 30, 2025
Via
MarketMinute
Topics
ETFs
Economy
Retirement
Tickers
AAPL
BLK
BRK-A
BRK-B
GOOGL
INTC
Exposures
Interest Rates
Pension
Tariff
The Artisan’s Dilemma: Etsy Faces a Critical 2026 Pivot Amid Tariff Turmoil and Leadership Shuffles
December 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AMZN
C
ETSY
JEF
PDD
Exposures
Artificial Intelligence
Economy
Interest Rates
Palantir’s Late-Year Correction: A Technical Reset or a Warning Sign for the AI Rally?
December 30, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AI
MSFT
PLTR
SNOW
Exposures
Artificial Intelligence
Interest Rates
Pension
The End of the 'Oracle' Era: Warren Buffett Retires, Handing the Reins of Berkshire Hathaway to Greg Abel
December 30, 2025
Via
MarketMinute
Topics
Economy
Retirement
Tickers
AAPL
BAC
BLK
BRK-A
BRK-B
CB
Exposures
Economy
Interest Rates
Pension
< 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.