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
...
18
19
20
21
22
23
24
25
26
...
99
100
Next >
3 Reasons AAON is Risky and 1 Stock to Buy Instead
February 02, 2026
Via
StockStory
Topics
Stocks
Tickers
AAON
AMZN
PYPL
Exposures
US Equities
BOK Financial (BOKF): Buy, Sell, or Hold Post Q4 Earnings?
February 02, 2026
Via
StockStory
Topics
Stocks
Tickers
BOKF
Exposures
US Equities
3 Reasons Investors Love Federal Signal (FSS)
February 02, 2026
Via
StockStory
Topics
Stocks
Tickers
FSS
Exposures
US Equities
3 Reasons Investors Love Remitly (RELY)
February 02, 2026
Via
StockStory
Topics
Stocks
Tickers
AMZN
RELY
Exposures
US Equities
3 Reasons to Avoid PNC and 1 Stock to Buy Instead
February 02, 2026
Via
StockStory
Topics
Stocks
Tickers
PNC
Exposures
US Equities
Calavo (CVGW): Buy, Sell, or Hold Post Q3 Earnings?
February 02, 2026
Via
StockStory
Topics
Stocks
Tickers
CVGW
Exposures
US Equities
3 Reasons to Sell CARS and 1 Stock to Buy Instead
February 02, 2026
Via
StockStory
Topics
Stocks
Tickers
CARS
Exposures
US Equities
Vertiv (VRT): 3 Reasons We Love This Stock
February 02, 2026
Via
StockStory
Topics
Stocks
Tickers
VRT
Exposures
US Equities
3 Reasons to Avoid USPH and 1 Stock to Buy Instead
February 02, 2026
Via
StockStory
Topics
Stocks
Supply Chain
Tickers
USPH
Exposures
Supply Chain
US Equities
3 Reasons to Sell CHCO and 1 Stock to Buy Instead
February 02, 2026
Via
StockStory
Topics
Stocks
Tickers
CHCO
Exposures
US Equities
Palantir, Teradyne, Caterpillar, NXP Semiconductors And Disney: Why These 5 Stocks Are On Investors' Radars Today
↗
February 02, 2026
Via
Benzinga
Topics
Stocks
Tickers
CAT
Exposures
US Equities
Here's How Much $1000 Invested In Fidelity Nasdaq Composite Index ETF 15 Years Ago Would Be Worth Today
↗
February 02, 2026
Via
Benzinga
Topics
ETFs
Stocks
Tickers
FIS
Exposures
US Equities
Stock Market Today, Feb. 2: Palantir Technologies Rises on William Blair Upgrade and Subsequent Earnings Beat
↗
February 02, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Tickers
PLTR
Exposures
Artificial Intelligence
US Equities
S&P Prepares For Breakout
↗
February 02, 2026
Via
Talk Markets
Topics
Stocks
Exposures
US Equities
Stock Market Today, Feb. 2: Stocks Recover and Micron Technology Soars Again
↗
February 02, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Tickers
AMD
DIS
NVDA
Exposures
Artificial Intelligence
US Equities
Steepening Curve Signals Higher Long-End Yields
↗
February 02, 2026
Via
Talk Markets
Topics
Stocks
Exposures
US Equities
Your 2025 Gains Were Fake
↗
February 02, 2026
Via
Talk Markets
Topics
Stocks
Exposures
US Equities
Stock Market Today, Feb. 2: Apple Stock Jumps After Record Q1 Revenue Boosts Investor Confidence
↗
February 02, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Tickers
AAPL
GOOGL
MSFT
Exposures
Artificial Intelligence
US Equities
Stock Market Today, Feb. 2: Nio Falls After January Deliveries Raise Concerns About Chinese EV Demand
↗
February 02, 2026
Via
The Motley Fool
Topics
Electric Vehicles
Stocks
Tickers
NIO
RIVN
TSLA
Exposures
Electric Vehicles
US Equities
Manufacturing Momentum: US Factory Orders Defy Headwinds with 1.7% Growth Signal
February 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
BA
CAT
DE
Exposures
Artificial Intelligence
Boeing 737
Economy
Stock Market Today, Feb. 2: Robinhood Markets Falls on Bitcoin Weakness and Lower Crypto Trading Volumes
↗
February 02, 2026
Via
The Motley Fool
Topics
ETFs
Stocks
Tickers
HOOD
IBKR
SCHW
Exposures
US Equities
The Great Cool-Down: U.S. Labor Market Stumbles with Just 50,000 Jobs Added in December
February 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
ENVA
INTC
OMF
PFSI
Exposures
Artificial Intelligence
Debt Markets
Economy
I Correctly Predicted That 2024's Best-Performing Dow Jones Stock Would Beat the S&P 500 Again in 2025. Does 2025's Leading Dow Stock Have Room to Run in 2026?
↗
February 02, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Stocks
Tickers
CAT
NVDA
Exposures
Artificial Intelligence
Fossil Fuels
US Equities
Dow Surges As Traders Brush Off Bitcoin, Metals Meltdown
↗
February 02, 2026
Via
Talk Markets
Topics
Stocks
Exposures
US Equities
Stocks Climb as Solid US Manufacturing News Bolsters Economic Optimism
February 02, 2026
Via
Barchart.com
Topics
Economy
Government
Stocks
Exposures
Economy
Fossil Fuels
Interest Rates
These Industrials Lead Dow Jones Stocks Through January; Apple, Microsoft Lag
↗
February 02, 2026
Via
Investor's Business Daily
Topics
Stocks
Tickers
AAPL
CAT
CVX
HON
MSFT
Exposures
US Equities
Why Is Expedia (EXPE) Stock Soaring Today
February 02, 2026
Via
StockStory
Topics
Stocks
World Trade
Tickers
AAPL
EXPE
MSFT
Exposures
Tariff
US Equities
Why Terex (TEX) Stock Is Up Today
February 02, 2026
Via
StockStory
Topics
Artificial Intelligence
Government
Stocks
Tickers
KO
MSFT
TEX
Exposures
Artificial Intelligence
Political
Tariff
Why Super Micro (SMCI) Stock Is Trading Up Today
February 02, 2026
Via
StockStory
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMD
KO
MSFT
NVDA
SMCI
Exposures
Artificial Intelligence
Debt Markets
Interest Rates
The Magnificent Mismatch: Tesla Stumbles as AI Giants Propel Markets to Record Highs
February 02, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Electric Vehicles
Stocks
Tickers
AAPL
AMZN
CSCO
GOOGL
META
MSFT
Exposures
Artificial Intelligence
Electric Vehicles
Tariff
< Previous
1
2
...
18
19
20
21
22
23
24
25
26
...
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.