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
3
4
5
6
7
8
9
...
99
100
Next >
The Backbone of AI: Broadcom Projects 150% AI Revenue Surge for FY2026 as Networking Dominance Solidifies
December 23, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Supply Chain
Tickers
AVGO
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Supply Chain
The Memory Margin Flip: Samsung and SK Hynix Set to Surpass TSMC Margins Amid HBM3e Explosion
December 23, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
AMD
AMZN
GOOGL
META
MU
NVDA
Exposures
Artificial Intelligence
Supply Chain
If You'd Invested $1,000 in Nvidia 10 Years Ago, Here's How Much You'd Have Today
↗
December 23, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
Tickers
NVDA
Exposures
Artificial Intelligence
Supply Chain
Why Did Red Cat Stock Pop, Then Drop?
↗
December 23, 2025
Via
The Motley Fool
Topics
Supply Chain
Tickers
RCAT
Exposures
Regulatory
Supply Chain
Why DraftKings (DKNG) Stock Is Down Today
December 23, 2025
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
Tickers
DKNG
NVDA
Exposures
Artificial Intelligence
Supply Chain
The Great Tariff Pivot: How 2025 Trade Policies Reshaped the US Market
December 23, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AAPL
BBY
F
GM
NKE
NUE
Exposures
Artificial Intelligence
Economy
Intellectual Property
Rocket Lab Reaches New Heights: $816M Space Force Deal Triggers $90 Price Target Upgrade
December 23, 2025
Via
MarketMinute
Topics
Earnings
Economy
Supply Chain
Tickers
LMT
NOC
RDW
RKLB
SIDU
Exposures
Economy
Financial
Supply Chain
Picks and Shovels of the Biotech Revolution: A Deep Dive into West Pharmaceutical Services (WST)
December 23, 2025
Via
PredictStreet
Topics
Economy
Intellectual Property
Supply Chain
Tickers
ATR
BLK
GS
STVN
WST
Exposures
COVID-19
Intellectual Property
Product Safety
The Nuclear Titan: A Deep Dive into Constellation Energy (CEG) in the AI Era
December 23, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Emissions
Tickers
CEG
EXC
GOOGL
META
MSFT
PEG
Exposures
Artificial Intelligence
Electricity Generation
Fossil Fuels
Backbone of Discovery: A Deep Dive into Charles River Laboratories (CRL)
December 23, 2025
Via
PredictStreet
Topics
Animal Testing
Artificial Intelligence
Economy
Tickers
BLK
CRL
ICLR
IQV
LH
Exposures
Animal Testing
Artificial Intelligence
Legal
Cautious Confidence: Evercore ISI Lifts Williams-Sonoma Target to $195 Amid Operational Resilience
December 23, 2025
Via
MarketMinute
Topics
Economy
Supply Chain
World Trade
Tickers
ARHS
HD
LOW
RH
W
WSM
Exposures
Economy
Interest Rates
Supply Chain
Trade Over Aid: Iowa Farmers Signal Market Access as Top Priority for 2026 Amidst Global Policy Shifts
December 23, 2025
Via
MarketMinute
Topics
Supply Chain
World Trade
Tickers
ADM
BG
CTVA
DE
Exposures
Ethanol
Supply Chain
Tariff
The New Normal: Agricultural Markets Brace for Volatility and Trade Shifts Heading into 2026
December 23, 2025
Via
MarketMinute
Topics
Economy
Energy
Government
Tickers
ADM
BG
CTVA
DE
MOS
NTR
Exposures
Ethanol
Fossil Fuels
Political
The Infrastructure Architect: A Deep-Dive into Broadcom’s (AVGO) AI and Software Empire
December 23, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AAPL
AMZN
AVGO
CSCO
GOOGL
HPQ
Exposures
Artificial Intelligence
Economy
Intellectual Property
Soleil Metals, an OCIM Subsidiary, Completes Its First Fully Traceable Deliveries to Argor-Heraeus Using aXedras' xTrace(TM) Technology
December 23, 2025
Via
Newsfile
Topics
Economy
Fraud
Law Enforcement
Exposures
Legal
Supply Chain
Phio Pharmaceuticals Announces Significant Step Forward in its Drug Development Program for PH-762
December 23, 2025
Via
Newsfile
Topics
Supply Chain
Tickers
PHIO
Exposures
Product Safety
Supply Chain
Ranking the Best "Magnificent Seven" Stocks to Buy for 2026. Here's My No. 6
↗
December 23, 2025
Via
The Motley Fool
Topics
Government
Supply Chain
World Trade
Tickers
AAPL
AMZN
Exposures
Political
Supply Chain
Tariff
The 3 Best Stocks to Buy With $100 Right Now. Wall Street Says They Could Soar in 2026.
↗
December 23, 2025
Via
The Motley Fool
Topics
Initial Public Offering
Supply Chain
Tickers
AMZN
CMCSA
CRCL
DIS
GOOG
GOOGL
Exposures
Securities Market
Supply Chain
Lightwave Logic (LWLG): Bridging the AI Bottleneck with Polymer Photonics
December 23, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Intellectual Property
Supply Chain
Tickers
BLK
CSCO
INTC
LWLG
MSI
Exposures
Artificial Intelligence
Intellectual Property
Supply Chain
1 Mooning Stock Worth Your Attention and 2 We Ignore
December 22, 2025
Via
StockStory
Topics
Supply Chain
Tickers
KLAC
SONO
TPR
Exposures
Supply Chain
3 Reasons RDNT is Risky and 1 Stock to Buy Instead
December 22, 2025
Via
StockStory
Topics
Stocks
Supply Chain
Tickers
RDNT
Exposures
Supply Chain
US Equities
SVP Sells 4,945 Skyworks Solutions Shares Worth $308,000
↗
December 22, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Tickers
SWKS
Exposures
Legal
Regulatory
Supply Chain
Apple Anchors a Resilient Market as 'Santa Claus Rally' Ignites Amid AI Supercycle Optimism
December 22, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
AVGO
CRM
GOOGL
META
MSFT
Exposures
Artificial Intelligence
Economy
Interest Rates
Nvidia (NVDA) Technical Breakout: Analyzing key technical levels as the stock tests major resistance amidst the broader market rally.
December 22, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
AMD
INTC
MSFT
MU
NVDA
TSM
Exposures
Artificial Intelligence
Economy
Interest Rates
The Case for Nvidia Stock Hitting $275 in 2026
December 22, 2025
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
NVDA
Exposures
Artificial Intelligence
Economy
Supply Chain
How Critical Financing Helps Companies Secure Fast Capital During Uncertainty
December 22, 2025
Via
AB Newswire
Topics
Credit Cards
Economy
Supply Chain
Exposures
Economy
Interest Rates
Supply Chain
Alps Machine Welcomes Sudanese Client for Factory Acceptance of Two 6000BPH Mineral Water Filling Machines
December 22, 2025
Via
AB Newswire
Topics
Supply Chain
Exposures
Supply Chain
New Program Helps Beginners Start a Profitable Amazon FBA Business Without Inventory or High Startup Costs
December 22, 2025
Via
AB Newswire
Topics
Credit Cards
Supply Chain
Tickers
AMZN
Exposures
Interest Rates
Supply Chain
Hertz (HTZ) Stock Trades Up, Here Is Why
December 22, 2025
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Supply Chain
Tickers
HTZ
NVDA
Exposures
Artificial Intelligence
Securities Market
Supply Chain
Why Is Shoals (SHLS) Stock Rocketing Higher Today
December 22, 2025
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Supply Chain
Tickers
AAPL
MS
MSFT
SHLS
Exposures
Artificial Intelligence
Securities Market
Supply Chain
< Previous
1
2
3
4
5
6
7
8
9
...
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.