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
...
13
14
Next >
Whistleblower Attorneys Attend Federal Bar Association Qui Tam 2024 Annual Conference
September 30, 2024
Via
Press Advantage
Topics
Whistleblower
Exposures
Legal
Eldessouky Law: Championing California Workers' Rights with Unparalleled Legal Expertise
September 30, 2024
Via
GetFeatured
Topics
Law Enforcement
Whistleblower
Exposures
Legal
Jury Finds Waterford Public Schools Retaliated Against Whistleblower Teacher for Reporting Threat of School Gun Violence
September 27, 2024
Via
Law Firm Newswire
Topics
Lawsuit
Whistleblower
Exposures
Financial
Legal
Eldessouky Law: Employment Attorney Advocating for Workplace Justice with Compassionate, Client-Centered Legal Support.
September 18, 2024
Via
GetFeatured
Topics
Religion
Whistleblower
Exposures
Legal
Religion
Walgreens Agrees To $106.8M Settlement Over Alleged False Billing Claims
↗
September 16, 2024
Via
Benzinga
Topics
Lawsuit
Whistleblower
Tickers
CVS
WBA
Exposures
Financial
Legal
Cannabis Regulator Whistleblower Sues California, Alleges Retaliation After Reporting Lab Testing Misconduct
↗
September 12, 2024
Via
Benzinga
Topics
Cannabis
Fraud
Lawsuit
Exposures
Cannabis
Financial
Legal
TONG LAW’s Vincent Tong Recognized as Top Employment Attorney in 2024 Lawdragon 500 Guide
September 11, 2024
Via
PRUnderground
Topics
Whistleblower
Exposures
Legal
Noted Labor and Employment Lawyer Brian Patterson Joins Bracewell in Houston
September 09, 2024
Via
Newsfile
Topics
Whistleblower
Exposures
Legal
The Whistleblower Advocates Member Kandis Kovalsky Attended TAF Coalition’s Second Annual Women of TAF Leadership Summit in Phoenix, AZ
August 26, 2024
Via
Press Advantage
Topics
Fraud
Law Enforcement
Whistleblower
Exposures
Legal
Snowden Says Telegram Founder's Arrest Is An 'Assault' On Basic Human Rights, Accuses French President Macron Of 'Taking Hostages' To Access Private Communications
↗
August 25, 2024
Via
Benzinga
Topics
Whistleblower
Exposures
Legal
Whistleblower Lawsuit Against Humana: Settles Medicare Part D Fraud Allegations For $90M
↗
August 20, 2024
Via
Benzinga
Topics
Fraud
Lawsuit
Whistleblower
Tickers
HUM
Exposures
Financial
Legal
Elizabeth Warren, Lawmakers Press Sam Altman On OpenAI's Whistleblower Handling, AI Testing
↗
August 08, 2024
Via
Benzinga
Topics
Artificial Intelligence
Whistleblower
Tickers
GOOG
GOOGL
MSFT
Exposures
Artificial Intelligence
Legal
Appeals Court Rejects Citigroup Whistleblower's Bid For Share In $400M Fine: Report
↗
August 07, 2024
Via
Benzinga
Topics
Whistleblower
Tickers
C
FTXO
ICAP
Exposures
Legal
Medicare Fraud Whistleblower Attorney Kandis Kovalsky Speaks on Declined False Claims Act (FCA) Litigation at the 2023 TAF (The Anti-Fraud) Coalition Annual Conference in Washington, D.C
August 02, 2024
Via
Press Advantage
Topics
Fraud
Whistleblower
Exposures
Legal
With a President now above the law, Aftermath Boy retraces history’s steps presently threatening Democracy and Individual Freedom
July 08, 2024
Via
Get News
Topics
Whistleblower
Exposures
Legal
Boeing Whistleblower Alleges Unsafe Manufacturing Of 787 Dreamliner, Plane Maker Says It 'Did Not Present A Safety Concern'
↗
June 27, 2024
Via
Benzinga
Topics
Whistleblower
Tickers
BA
Exposures
Legal
SUMMER WEB3FEST 2024: A Resounding Success and a Glimpse into the Future
June 21, 2024
Via
Get News
Topics
Artificial Intelligence
Whistleblower
Exposures
Artificial Intelligence
Legal
SUMMER WEB3FEST 2024: A Resounding Success and a Glimpse into the Future
June 20, 2024
Via
News Direct
Topics
Whistleblower
Exposures
Legal
Shirazi Law Firm Stands Out as Leading Sexual Harassment Lawyer Advocates
June 19, 2024
Via
Press Advantage
Topics
Religion
Whistleblower
Exposures
Legal
Religion
Adidas Faces Bribery Allegations In China, Launches Investigation: Report
↗
June 17, 2024
Via
Benzinga
Topics
Whistleblower
Tickers
ADDYY
Exposures
Legal
Edward Snowden Warns Against OpenAI's Latest Announcement: 'This Is A Calculated Betrayal Of The Rights Of Every Person. You Have Been Warned'
↗
June 15, 2024
Via
Benzinga
Topics
Whistleblower
Exposures
Legal
Edward Snowden Takes A Jab At Elizabeth Warren's Anti-Bitcoin Stance Through The Infamous 'We're All Going To Die' Remark Broadcast On China-Controlled TV
↗
June 10, 2024
Via
Benzinga
Topics
Whistleblower
Exposures
Legal
Edward Snowden Says 'Bitcoin Fixes This' In Response To NYSE Trading Glitch That Sank Warren Buffett-Led Berkshire Hathaway Shares
↗
June 03, 2024
Via
Benzinga
Topics
Whistleblower
Tickers
BRK-A
BRK-B
Exposures
Legal
Despite Bad Headlines, Boeing Still Wins Billion Dollar Contracts
June 03, 2024
Via
MarketBeat
Topics
Whistleblower
Tickers
AAL
ALK
BA
EADSY
LMT
RTX
Exposures
Boeing 737
Legal
Congress COVID Cover-up Conceals HIV/AIDS Mutation 'Gain-of-Function' Says Expert
June 03, 2024
Via
24-7 Press Release
Topics
Whistleblower
Exposures
COVID-19
Legal
Erlich Law Firm Secures $600,000 Settlement for Whistleblower in UC Berkeley Ethics Violation Case
May 28, 2024
Via
Law Firm Newswire
Topics
Whistleblower
Exposures
Legal
Bartz Law Group, APC Provides Dedicated Whistleblower Attorneys
May 28, 2024
Via
Get News
Topics
Lawsuit
Whistleblower
Exposures
Financial
Legal
NAVEX Releases 2024 Regional Whistleblowing & Incident Management Benchmark Report
May 22, 2024
Via
News Direct
Topics
Economy
Whistleblower
Exposures
Legal
Supply Chain
GSK Concealed Risk Associated With Discontinued Heart Burn Drug Zantac, Whistleblower Lawsuit Claims
↗
May 21, 2024
Via
Benzinga
Topics
Lawsuit
Whistleblower
Tickers
GSK
PFE
Exposures
Financial
Legal
Bartz Law Group, APC: Top Employment Law Firm in California
May 17, 2024
Via
Get News
Topics
Lawsuit
Whistleblower
Exposures
Financial
Legal
< Previous
1
2
3
4
5
6
7
8
9
...
13
14
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.