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
...
65
66
Next >
Want to Collect $2,500 in Dividends Every Year? Invest $13,000 Into Each of These 3 Stocks
↗
December 20, 2025
Via
The Motley Fool
Topics
Workforce
World Trade
Tickers
ENB
UPS
VZ
Exposures
Layoff
Tariff
Prediction: This Is Where Palantir's Stock Will Finish by the End of 2026
↗
December 19, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Workforce
Tickers
PLTR
Exposures
Artificial Intelligence
Economy
Layoff
The Data Fog Lifts: Wall Street Grapples with 'Catch-Up' Reports as Inflation Cools and Jobs Falter
December 19, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
AMZN
BAC
BLK
C
GS
Exposures
Artificial Intelligence
Debt Markets
Economy
Leading Advanced Machine Learning Course by Interview Kickstart Gets Agentic AI Update - LIVE Online Classes by FAANG+ AI/ML Engineers
December 19, 2025
Via
Press Advantage
Topics
Artificial Intelligence
Workforce
Exposures
Artificial Intelligence
Layoff
2 Top Stocks to Buy With $500 Right Now
↗
December 19, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMZN
HIMS
NVDA
Exposures
Artificial Intelligence
Economy
Layoff
Engineers Upskill With Interview Kickstart's New Advanced Generative AI Program As AI-Driven Tech Layoffs At Amazon Microsoft Meta Reshape Tech Careers
December 18, 2025
Via
Press Advantage
Topics
Artificial Intelligence
Workforce
Exposures
Artificial Intelligence
Layoff
From Layoff to Mission-Driven Entrepreneur: How Pickleball Inspired Charitable Apparel Venture “Pickle for Good”
December 18, 2025
Via
AB Newswire
Topics
Workforce
Exposures
Layoff
The Great Tech Decoupling: Why the Silicon Giants are Soaring While Device Makers Stagnate
December 18, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
Tickers
AAPL
DELL
HPQ
MU
NVDA
Exposures
Artificial Intelligence
Economy
Layoff
The Great Labor Rebalance: US Employment Wobbles as AI and Automation Reshape the 2025 Workforce
December 18, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
ACN
AMZN
CAT
HCA
INTC
META
Exposures
Artificial Intelligence
Economy
Financial
These 3 Stocks Have Been the Nasdaq-100's Top Performers of 2025. Are They Still Good Buys for 2026?
↗
December 18, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Workforce
Tickers
MU
NFLX
PLTR
WBD
Exposures
Artificial Intelligence
Economy
Layoff
The Great Normalization: How the 2025 Fed Pivot Echoes History’s Most Famous Soft Landings
December 18, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
CRM
MSFT
NOW
NVDA
PLD
QQQ
Exposures
Artificial Intelligence
Economy
Interest Rates
Labor Market Cracks and the 'Recession Watch': How Jobless Claims are Fueling Market Volatility
December 18, 2025
Via
MarketMinute
Topics
Economy
Stocks
Workforce
Tickers
AAPL
GS
HD
JPM
M
META
Exposures
Economy
Interest Rates
Layoff
The Architect of the Intelligence Age: A Deep-Dive into Microsoft (MSFT) in 2025
December 18, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Workforce
Tickers
AMZN
GOOGL
MSFT
SONY
Exposures
Artificial Intelligence
Layoff
Tech Titans Tumble: Decoding the Broader Economic Ripples of the December Selloff
December 17, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMZN
AVGO
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
Is Maxing Out Your 401(k) in 2026 Really a Good Idea?
↗
December 17, 2025
Via
The Motley Fool
Topics
Credit Cards
Retirement
Workforce
Exposures
Interest Rates
Layoff
Pension
Tech Valuations Under Scrutiny: Market Pullbacks Signal a Reckoning for AI and Growth Stocks
December 17, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AVGO
CHGG
GOOGL
HPQ
IONQ
MSFT
Exposures
Artificial Intelligence
Economy
Financial
Meta Platforms (NASDAQ: META): Navigating the AI Frontier and Metaverse Evolution
December 17, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Initial Public Offering
Workforce
Tickers
META
Exposures
Artificial Intelligence
Layoff
Securities Market
Amazon (AMZN): Navigating the Future of E-commerce, Cloud, and AI
December 17, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Workforce
Tickers
AMZN
Exposures
Artificial Intelligence
Economy
Layoff
AI’s Market Paradox: Tech Stocks Navigate Exuberance and Skepticism Amidst Transformative Impact
December 16, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Fraud
Tickers
AMD
AMZN
AVGO
CSCO
FDS
GOOGL
Exposures
Artificial Intelligence
Economy
Layoff
US Stocks Fluctuate as November Jobs Report Paints Mixed Picture of Softening Labor Market
December 16, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
BLDR
DUK
GOOGL
MHK
MSFT
Exposures
Artificial Intelligence
Debt Markets
Economy
Unemployment Rate Jumps To 4.6 Percent, Highest In Four Years
↗
December 16, 2025
Via
Talk Markets
Topics
Workforce
Exposures
Layoff
Oil and Gas Sector Under Siege as Commodity Prices Plummet, Sending Stocks Sliding
December 16, 2025
Via
MarketMinute
Topics
Climate Change
Energy
Government
Tickers
BKR
CHK
COP
CVX
DTM
ENB
Exposures
Climate
Fossil Fuels
Layoff
Global Oil Market Drowns in "Super Glut" as Prices Plummet to Multi-Year Lows
December 16, 2025
Via
MarketMinute
Topics
Economy
Electric Vehicles
Energy
Tickers
AAL
BKR
COST
CTRA
CVX
DAL
Exposures
Economy
Electric Vehicles
Fossil Fuels
Jobs Report: Fed Will Look Through Government Shutdown, Layoffs (Live Coverage)
↗
December 16, 2025
Via
Investor's Business Daily
Topics
Economy
Workforce
Exposures
Economy
Interest Rates
Layoff
Close Cohen Doubles Footprint to Serve Research Triangle; Welcomes Former Zillow VP Poznoff to Coaching Team Amid Director Job Loss Crisis
December 16, 2025
Via
Get News
Topics
Artificial Intelligence
Workforce
Tickers
SBUX
Exposures
Artificial Intelligence
Layoff
Mid-Career Professionals In Their 40s Flock To Graduate School Amid Record Layoffs, Seeking Skills In AI, Cybersecurity, Health Care
↗
December 16, 2025
Via
Benzinga
Topics
Artificial Intelligence
Workforce
Exposures
Artificial Intelligence
Layoff
Why Private Islands Have Become The Cruise Industry’s Most Valuable Asset
↗
December 16, 2025
Via
Stocktwits
Topics
Workforce
World Trade
Tickers
CCL
NCLH
RCL
WFC
Exposures
COVID-19
Layoff
Tariff
Broadcom Inc. (AVGO): AI Powerhouse or Overvalued Giant? Comprehensive Analysis as of December 2025
December 16, 2025
Via
PredictStreet
Topics
Artificial Intelligence
Supply Chain
Workforce
Tickers
AAPL
AVGO
BLK
INTC
MSFT
NVDA
Exposures
Artificial Intelligence
COVID-19
Layoff
Texas Instruments (TXN): A Deep Dive into a Semiconductor Titan (12/15/2025)
December 15, 2025
Via
PredictStreet
Topics
Economy
Intellectual Property
Lawsuit
Tickers
GS
Exposures
Financial
Intellectual Property
Layoff
Mobileye Is Laying Off Staff. Is It Game Over for the Self-Driving Car Stock?
December 15, 2025
Via
Barchart.com
Topics
Initial Public Offering
Workforce
Tickers
INTC
Exposures
Layoff
Securities Market
< Previous
1
2
3
4
5
6
7
8
9
...
65
66
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.