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
...
28
29
30
31
32
33
34
35
36
...
99
100
Next >
2 Reasons to Like PTC (and 1 Not So Much)
January 27, 2026
Via
StockStory
Topics
Stocks
Tickers
PTC
Exposures
US Equities
3 Reasons IFF is Risky and 1 Stock to Buy Instead
January 27, 2026
Via
StockStory
Topics
Stocks
Tickers
IFF
Exposures
US Equities
3 Reasons QDEL is Risky and 1 Stock to Buy Instead
January 27, 2026
Via
StockStory
Topics
Stocks
Tickers
QDEL
Exposures
US Equities
IPW, BLSH, FWD Stocks Jump After Hours While MSTR, BMNR Lag With Bitcoin Below $90,000
↗
January 27, 2026
Via
Stocktwits
Topics
ETFs
Stocks
Tickers
BLSH
BTC
FWDI
IPW
IVZ
MSTR
Exposures
US Equities
S&P 500 Hit All Time Intraday High Ahead Of Fed’s First Policy Meeting Of 2026 This Week
↗
January 27, 2026
Via
Stocktwits
Topics
Economy
Stocks
Tickers
QQQ
SPX
SPY
Exposures
Interest Rates
US Equities
Earnings Season Sets The Stage For A Dispersion Unwind
↗
January 27, 2026
Via
Talk Markets
Topics
Stocks
Exposures
US Equities
Why Did Applied Digital Stock Jump 14.3% Today?
↗
January 27, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Tickers
APLD
CRWV
NVDA
Exposures
Artificial Intelligence
US Equities
Stock Market Today, Jan. 27: Banco Bradesco Rises Ahead of Brazilian Central Bank Meeting
↗
January 27, 2026
Via
The Motley Fool
Topics
Economy
Stocks
Tickers
BBD
SAN
Exposures
Interest Rates
US Equities
Stock Market Today, Jan. 27: Nvidia’s $2 Billion Bet Lifts CoreWeave and Refocuses the AI Infrastructure Trade
↗
January 27, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Tickers
CRWV
DB
MSFT
NVDA
Exposures
Artificial Intelligence
US Equities
Stock Market Today, Jan. 27: UnitedHealth Group Plunges Almost 20% After Weak Earnings
↗
January 27, 2026
Via
The Motley Fool
Topics
Stocks
Tickers
CI
UNH
Exposures
US Equities
Stock Market Today, Jan. 27: Dow Sinks As UnitedHealth Plummets, Tech Stocks Boost S&P 500 and Nasdaq
↗
January 27, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Tickers
AMZN
UNH
Exposures
Artificial Intelligence
US Equities
Stock Market Today, Jan. 27: American Airlines Drops on Q4 Miss and Storm Impact
↗
January 27, 2026
Via
The Motley Fool
Topics
Stocks
Tickers
AAL
UAL
Exposures
US Equities
S&P Challenges Bull Trap As Nasdaq Breaks Out
↗
January 27, 2026
Via
Talk Markets
Topics
Stocks
Exposures
US Equities
S&P 500 Nabs Record Close; Dow Sheds 408 Points
↗
January 27, 2026
Via
Talk Markets
Topics
Stocks
Exposures
US Equities
S&P 500 Posts a Record High on Tech Strength and Solid Corporate Earnings
January 27, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
Tickers
UNH
Exposures
Artificial Intelligence
Interest Rates
Political
Home Prices Vs. Stocks Long Term
↗
January 27, 2026
Via
Talk Markets
Topics
Stocks
Exposures
US Equities
SPY At Record Highs: Still A Core Holding, Or A Crowded Trade?
↗
January 27, 2026
Via
Benzinga
Topics
Stocks
Exposures
US Equities
News Corp (NWS) Q1 2026 Earnings Call Transcript
↗
January 27, 2026
Via
The Motley Fool
Topics
Earnings
Stocks
Tickers
ASX:NWS
ASX:REA
NWS
Exposures
Financial
US Equities
News Corp (NWSA) Q1 2025 Earnings Call Transcript
↗
January 27, 2026
Via
The Motley Fool
Topics
Earnings
Stocks
Tickers
ASX:NWS
NWS
NWSA
Exposures
Financial
US Equities
News Corp (NWSA) Q4 2025 Earnings Call Transcript
↗
January 27, 2026
Via
The Motley Fool
Topics
Earnings
Stocks
Tickers
ASX:NWS
NWS
NWSA
Exposures
Financial
US Equities
News Corp (NWSA) Q1 2026 Earnings Call Transcript
↗
January 27, 2026
Via
The Motley Fool
Topics
Earnings
Stocks
Tickers
ASX:NWS
NWS
NWSA
Exposures
Financial
US Equities
Why Teladoc (TDOC) Shares Are Plunging Today
January 27, 2026
Via
StockStory
Topics
Stocks
World Trade
Tickers
TDOC
Exposures
Tariff
US Equities
Why IonQ (IONQ) Stock Is Trading Up Today
January 27, 2026
Via
StockStory
Topics
Artificial Intelligence
Stocks
World Trade
Tickers
IONQ
KO
MSFT
Exposures
Artificial Intelligence
Tariff
US Equities
Medicare Shock: UnitedHealth Plummets 19% as Trump Administration Tightens Reins on Private Medicare
January 27, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
ALHC
CI
CLOV
CVS
ELV
HUM
Exposures
Artificial Intelligence
Interest Rates
Political
Market At The Precipice: S&P 7,000 Resistance & The Dollar Crash
↗
January 27, 2026
Via
Talk Markets
Topics
Stocks
Exposures
US Equities
S&P 500 Hits Record Highs as Tech Earnings Ignite Market Rally
January 27, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AAPL
AMZN
BSX
CVS
GOOGL
HUM
Exposures
Artificial Intelligence
Interest Rates
Political
The Best Index Funds to Buy: Low Cost IVV or Higher Yield DIA?
↗
January 27, 2026
Via
The Motley Fool
Topics
ETFs
Stocks
Tickers
AAPL
CAT
DIA
GS
IVV
MSFT
Exposures
US Equities
Fashionably Late Cycle: The S&P 500 Market Leaders Index
↗
January 27, 2026
Via
Talk Markets
Topics
Stocks
Exposures
US Equities
S&P 500 Taps Fresh Record High Amid Earnings, Fed Buzz
↗
January 27, 2026
Via
Talk Markets
Topics
Economy
Stocks
Tickers
UNH
Exposures
Interest Rates
US Equities
The Goldilocks Recovery: US GDP Hits 4.4% as 'Soft Landing' Narrative Takes Flight
January 27, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AMD
BLK
COST
META
MS
MSFT
Exposures
Artificial Intelligence
Economy
Interest Rates
< Previous
1
2
...
28
29
30
31
32
33
34
35
36
...
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.