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
...
26
27
28
29
30
31
32
33
34
...
99
100
Next >
The Declining Luster of Private Equity: Why the Golden Age is Yielding to Public Markets
December 25, 2025
Via
MarketMinute
Topics
Initial Public Offering
Regulatory Compliance
Retirement
Tickers
APO
BX
CG
KKR
TPG
Exposures
Legal
Pension
Regulatory
The One-Trillion Dollar Fortress: How JPMorgan Chase Is Redefining Global Banking Dominance in 2025
December 25, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Fraud
Tickers
BAC
C
JPM
WFC
Exposures
Artificial Intelligence
Economy
Interest Rates
Walmart (WMT) 2025: The Evolution of a Tech-Powered Retail Ecosystem
December 25, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AMZN
COST
PEP
TGT
WMT
Exposures
Artificial Intelligence
Financial
Interest Rates
The One-Trillion Dollar Fortress: A Deep-Dive into JPMorgan Chase’s Dominance
December 25, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
BAC
BLK
C
GS
JPM
MS
Exposures
Artificial Intelligence
Economy
Interest Rates
The Great Unwinding: Berkshire Hathaway’s $380 Billion Defensive Pivot
December 25, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Retirement
Tickers
AAPL
AXP
BAC
BRK-A
BRK-B
BX
Exposures
Artificial Intelligence
Economy
Pension
The Bedrock of the Intelligence Age: A Deep Dive into Taiwan Semiconductor (TSM)
December 25, 2025
Via
PredictStreet
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AAPL
AMD
INTC
NVDA
QCOM
SMH
Exposures
Artificial Intelligence
Economy
Pension
Struggling to Save for Retirement? Here's How to Break That Cycle in 2026.
↗
December 25, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Economy
Pension
1 Social Security Change That Could Take Money Out of Your Pocket in 2026, and 1 Change That Could Keep More Money in There
↗
December 25, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Why Working Longer Won't Boost Your Social Security as Much as You Want
↗
December 25, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Mike Milligan Founder of One Oak Financial Joins Tom Hegna on the Podcast "Financial Freedom with Tom Hegna"
December 25, 2025
Via
PRLog
Topics
Retirement
Tickers
AMZN
Exposures
Pension
Q3 Earnings Highlights: Jackson Financial (NYSE:JXN) Vs The Rest Of The Life Insurance Stocks
December 24, 2025
Via
StockStory
Topics
Artificial Intelligence
Retirement
Tickers
JXN
RY
TSX:RY
Exposures
Artificial Intelligence
Pension
If You'd Invested $10,000 in Verizon Communications 10 Years Ago, Here's How Much You'd Have Today
↗
December 24, 2025
Via
The Motley Fool
Topics
Retirement
Tickers
AAPL
TMUS
VZ
Exposures
Pension
Retirement Planning 2026: Fuel Your Investments, Boost Your Income, Cut Your Taxes
↗
December 24, 2025
Via
Investor's Business Daily
Topics
Retirement
Exposures
Pension
Worried About Retirement Healthcare Costs? 3 Key Moves to Make
↗
December 24, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
A Triple Crown for Wall Street: S&P 500 Secures Third Consecutive Year of Double-Digit Gains
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
Tickers
AAPL
AMZN
JPM
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
What's the One Thing All Retirees Should Do Before Claiming Social Security Benefits in 2026?
↗
December 24, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
The Resilient Giant: A Deep-Dive into First Solar (FSLR) Amidst the 2025 Renewable Shift
December 24, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Energy
Tickers
CSIQ
ENPH
FSLR
JKS
MSFT
SEDG
Exposures
Artificial Intelligence
Electricity Generation
Interest Rates
The Swoosh’s Decisive Moment: Tim Cook’s $3 Million Bet and the Nike Turnaround of 2025
December 24, 2025
Via
PredictStreet
Topics
Economy
Retirement
Stocks
Tickers
AAPL
ADDYY
DECK
NKE
ONON
Exposures
Pension
Supply Chain
Tariff
Walmart (WMT) Deep Dive: The Evolution of a Tech-Powered Retail Giant in 2025
December 24, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Retirement
Tickers
AMZN
COST
ROKU
TGT
WMT
Exposures
Artificial Intelligence
Interest Rates
Pension
The Four-Trillion Dollar Titan: A Deep Dive into Apple’s AI-Driven Renaissance
December 24, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Bankruptcy
Economy
Tickers
AAPL
BRK-A
BRK-B
GOOGL
MS
MSFT
Exposures
Artificial Intelligence
Financial
Legal
JPMorgan Chase at All-Time Highs: The Fortress Bank’s Pivot to Institutional Crypto Trading
December 24, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Fraud
Tickers
AAPL
BAC
C
GS
JPM
MS
Exposures
Artificial Intelligence
Economy
Interest Rates
3 Social Security Changes You Need to Know Before January 2026
↗
December 24, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Not Enjoying Retirement? 3 Common Reasons Why -- and What to Do About Them.
↗
December 24, 2025
Via
The Motley Fool
Topics
Bonds
Economy
Retirement
Exposures
Debt Markets
Economy
Pension
The 2026 Social Security COLA Is Official. Here's How Much the Average Retirement Check Will Increase Next Month.
↗
December 24, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Why Credit Card Debt Matters in Retirement
↗
December 24, 2025
Via
The Motley Fool
Topics
Credit Cards
Economy
Retirement
Exposures
Interest Rates
Pension
3 Social Security Rules All Married Retirees Should Know
↗
December 24, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Optima Tax Relief Shares When the IRS Can Seize Retirement Funds
December 24, 2025
Via
GlobePRwire
Topics
Retirement
Exposures
Pension
Anthony Joseph Amaradio, Who Wrote Faithful with Finances, Shows How to Live on A Single Income
December 23, 2025
Via
Press Release Distribution Service
Topics
Credit Cards
Retirement
Exposures
Interest Rates
Pension
Financial Life Planning Book “Financial FLOW” Now Available in Limited-Time Amazon Flash Sale
December 23, 2025
Via
Get News
Topics
Retirement
Tickers
AMZN
Exposures
Pension
Nike Stock Pops After Hours As Apple’s Tim Cook Buys Nearly $3M In Shares Amid Turnaround Effort
↗
December 23, 2025
Via
Stocktwits
Topics
Retirement
World Trade
Tickers
AAPL
NKE
Exposures
Pension
Tariff
< Previous
1
2
...
26
27
28
29
30
31
32
33
34
...
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.