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
...
26
27
28
29
30
31
32
33
34
...
65
66
Next >
Chegg To Layoff 22% Of Its Workforce, CEO Says Trends Impacting Business Will Worsen Before They Get Better
↗
May 12, 2025
Via
Stocktwits
Topics
Workforce
Tickers
CHGG
VTI
VXF
Exposures
Layoff
Trump Tariffs Vs. Main Street: 'Small Business Is The Economy,' Says Kevin O'Leary
↗
May 09, 2025
Via
Investor's Business Daily
Topics
Government
Workforce
World Trade
Exposures
Layoff
Political
Tariff
Trump's HHS Overhaul Faces Legal Blowback From States Over Deep Staffing Cuts, Slashed Programs
↗
May 09, 2025
Via
Benzinga
Topics
Government
Workforce
Exposures
Layoff
Political
Tinder-Parent Match Group Unveils Workforce Reduction, Turnaround Plan – Stock Falls Despite Q1 Beat
↗
May 08, 2025
Via
Stocktwits
Topics
Workforce
Tickers
MTCH
Exposures
Layoff
Sister Act: Maryland Duo Debuts New Social Club App and Platform for Lovers of Books, Films, and Culture
May 08, 2025
Via
Get News
Topics
Economy
Workforce
Exposures
Economy
Layoff
This Growth Stock Is Crushing the Market This Year
↗
May 08, 2025
Via
The Motley Fool
Topics
Economy
Workforce
World Trade
Tickers
DG
DLTR
Exposures
Economy
Layoff
Tariff
CrowdStrike To Cut 5% Of Workforce. CEO Points To AI Productivity Gains.
↗
May 07, 2025
Via
Investor's Business Daily
Topics
Artificial Intelligence
Malware
Workforce
Tickers
CRWD
MSFT
PANW
S
Exposures
Artificial Intelligence
Information Security
Layoff
Intel, Meta Get The Headlines, But It's Uncle Sam (DOGE) Who's Bleeding Workers In 2025
↗
May 07, 2025
Via
Benzinga
Topics
Workforce
Tickers
AMZN
GOOG
GOOGL
INTC
META
MSFT
Exposures
Layoff
Bradley Consulting and Wealth Management, LLC Announces Innovative Services to Help Clients Build Generational Wealth
May 05, 2025
Via
Press Release Distribution Service
Topics
Workforce
Exposures
Layoff
Better Dividend Stock: AT&T vs. Verizon
↗
May 05, 2025
Via
The Motley Fool
Topics
Workforce
Tickers
T
TMUS
VZ
Exposures
Layoff
The S&P 500 Went for a Roller-Coaster Ride During Trump's First 100 Days in Office. What Can Investors Expect for the Next 100 Days?
↗
May 04, 2025
Via
The Motley Fool
Topics
Economy
Government
Stocks
Exposures
Economy
Layoff
Political
Should You Buy Carvana Stock Right Now?
↗
May 04, 2025
Via
The Motley Fool
Topics
Workforce
Tickers
CVNA
Exposures
Layoff
GM To Reduce Shifts At Canada’s Oshawa Assembly Plant Citing Evolving Trade Environment: Retail Stays Extremely Bullish
↗
May 02, 2025
Via
Stocktwits
Topics
Government
Supply Chain
Workforce
Tickers
GM
VOO
VTI
Exposures
Layoff
Political
Supply Chain
Mystical Angel Helps Man Rebuild His Life in Uplifting New Novel, “The Color of Dreams”
May 01, 2025
Via
Get News
Topics
Workforce
Tickers
AAPL
AMZN
Exposures
Layoff
Paul Bickford Solutions Unveils Comprehensive Career and Life Coaching Programs
April 29, 2025
Via
Press Release Distribution Service
Topics
Workforce
Exposures
Labor
Layoff
Goldman Sachs CEO David Solomon Says Capital Activity Will Slow Down If Uncertainty Increases
↗
April 29, 2025
Via
Stocktwits
Topics
Economy
Government
Workforce
Tickers
GS
VOO
VTI
Exposures
Economy
Interest Rates
Layoff
GM Q1 2025 Earnings Beat Wall Street Estimates, CFO Paul Jacobson Says Future Impact Of Tariffs Could Be Significant
↗
April 29, 2025
Via
Stocktwits
Topics
Earnings
Government
Workforce
Tickers
GM
UPS
VOO
VTI
Exposures
Financial
Layoff
Political
UPS Q1 2025 Earnings Beat Estimates: Parcel Giant To Cut Costs Through Layoffs, Building Closures Through 2025
↗
April 29, 2025
Via
Stocktwits
Topics
Earnings
Economy
Workforce
Tickers
SCHD
UPS
VTI
Exposures
Financial
Layoff
Supply Chain
Six Auto Groups Lobby Trump, Warning About Layoffs And Bankruptcies
↗
April 26, 2025
Via
Talk Markets
Topics
Government
Workforce
Exposures
Layoff
Political
Placed Announces New AI-Powered Platform to Simplify Job Search for Everyday People
April 26, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Economy
Workforce
Exposures
Artificial Intelligence
Economy
Layoff
Elon Musk Thinks Tesla Will Become the World's Most Valuable Company. Here's Why Its Stock Could Decline by 50% (or More) Instead
↗
April 25, 2025
Via
The Motley Fool
Topics
Electric Vehicles
Government
Workforce
Tickers
AAPL
AMZN
MSFT
NVDA
TSLA
Exposures
Electric Vehicles
Layoff
Political
Mark Zuckerberg's Meta Lays Off Unspecified Number Of Employees At Its Reality Labs Division: Report
↗
April 25, 2025
Via
Benzinga
Topics
Workforce
Tickers
META
Exposures
Layoff
Mark Zuckerberg's Meta Slashes VR Roles In Reality Labs: Retail Buzz Rises As Q1 Earnings Day Nears
↗
April 25, 2025
Via
Stocktwits
Topics
Government
Workforce
World Trade
Tickers
AAPL
META
VTI
XLC
Exposures
Layoff
Political
Tariff
Neel Kashkari 'Nervous' About Big Layoffs, Fed President Warns America Could Lose Status As 'Premier Destination For Capital'
↗
April 25, 2025
Via
Benzinga
Topics
Economy
Workforce
Exposures
Interest Rates
Layoff
Hasbro CEO Warns Of Layoffs, Up To $300M Hit From Trump Tariffs – But Stock Surges On Q1 Earnings Beat
↗
April 24, 2025
Via
Stocktwits
Topics
Earnings
Economy
Government
Tickers
DIS
HAS
SPYD
XLY
Exposures
Financial
Layoff
Political
Intel Stock Rallies On Layoff Buzz As Wall Street Braces For Threadbare Q1 Earnings
↗
April 24, 2025
Via
Benzinga
Topics
Workforce
Tickers
INTC
Exposures
Layoff
Seismic Shift at Intel: Massive Layoffs Precede Crucial Earnings
April 24, 2025
Via
MarketBeat
Topics
Artificial Intelligence
Workforce
Tickers
INTC
Exposures
Artificial Intelligence
Layoff
US Initial Jobless Claims Inch Higher But Align With Estimates
↗
April 24, 2025
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Tickers
AAL
IVZ
QQQ
SAN
SPY
Exposures
Interest Rates
Layoff
US Equities
Patterson-UTI Stock Rises After Q1 Revenue Beat, CEO Warns Of Potential Slowdown In Oil Drilling: Retail’s Extremely Bullish
↗
April 24, 2025
Via
Stocktwits
Topics
Economy
Energy
Government
Tickers
PTEN
Exposures
Economy
Fossil Fuels
Layoff
Flexport CEO Warns Trump's China Tariffs Could Cost US Economy $2 Trillion, Trigger Millions Of Layoffs
↗
April 24, 2025
Via
Stocktwits
Topics
ETFs
Economy
Government
Tickers
IVZ
LUV
QQQ
SPY
Exposures
Economy
Layoff
Political
< Previous
1
2
...
26
27
28
29
30
31
32
33
34
...
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.