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
...
10
11
12
13
14
15
16
17
18
...
99
100
Next >
Phibro Animal Health (PAHC) Earnings Transcript
↗
February 05, 2026
Via
The Motley Fool
Topics
World Trade
Tickers
PAHC
Exposures
Tariff
FMC (FMC) Q4 2025 Earnings Call Transcript
↗
February 05, 2026
Via
The Motley Fool
Topics
Earnings
World Trade
Tickers
FMC
Exposures
Financial
Tariff
Omnicell (OMCL) Q4 2025 Earnings Call Transcript
↗
February 05, 2026
Via
The Motley Fool
Topics
Earnings
World Trade
Tickers
OMCL
Exposures
Financial
Tariff
CCK Q4 Deep Dive: Beverage Can Demand Fuels Growth as Startup Costs Weigh on Outlook
February 05, 2026
Via
StockStory
Topics
Economy
World Trade
Tickers
CCK
Exposures
Interest Rates
Tariff
Spectrum Brands SPB Q1 2026 Earnings Transcript
↗
February 05, 2026
Via
The Motley Fool
Topics
Economy
World Trade
Tickers
SPB
Exposures
Interest Rates
Tariff
Ralph Lauren (RL) Q3 2026 Earnings Call Transcript
↗
February 05, 2026
Via
The Motley Fool
Topics
Earnings
World Trade
Tickers
RL
Exposures
Financial
Tariff
Textiles
Hershey (HSY) Q4 2025 Earnings Call Transcript
↗
February 05, 2026
Via
The Motley Fool
Topics
Earnings
Economy
Supply Chain
Tickers
HSY
Exposures
Financial
Interest Rates
Supply Chain
United Rentals (URI): The Industrial Titan Navigating a New Economic Normal
February 05, 2026
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Tickers
BLK
C
CAT
F
HRI
RY
Exposures
Artificial Intelligence
Coal
Economy
Cardinal Health (CAH) Q2 2026 Earnings Transcript
↗
February 05, 2026
Via
The Motley Fool
Topics
World Trade
Tickers
CAH
Exposures
Tariff
STERIS (STE) Q3 2026 Earnings Call Transcript
↗
February 05, 2026
Via
The Motley Fool
Topics
Earnings
Economy
World Trade
Tickers
STE
Exposures
Financial
Interest Rates
Tariff
The Edge AI Pivot: A Deep-Dive Into Qualcomm (QCOM) in 2026
February 05, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AAPL
AMD
AVGO
INTC
MSFT
NVDA
Exposures
Artificial Intelligence
Intellectual Property
Supply Chain
The Great Pivot: A Deep Dive into Tesla’s (TSLA) Shift to Physical AI and Robotics
February 05, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
World Trade
Tickers
BYDDY
F
TSLA
VLKAF
VWAGY
VWAPY
Exposures
Artificial Intelligence
Interest Rates
Tariff
The Great Reopening: How Oil Giants are Winning the Race to Rebuild Venezuela’s Energy Crown
February 05, 2026
Via
MarketMinute
Topics
Economy
Energy
Government
Tickers
BKR
C
COP
CVX
HAL
SLB
Exposures
Climate
Economy
Electricity Generation
Core Lab (CLB) Q4 2025 Earnings Call Transcript
↗
February 05, 2026
Via
The Motley Fool
Topics
Earnings
World Trade
Tickers
CLB
Exposures
Financial
Tariff
Copper Cracks Under Pressure: Industrial Metal Slides Below $13,000 as Trade Tensions Chill Global Markets
February 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Climate Change
Economy
Tickers
ASX:BHP
ASX:RIO
BHP
FCX
GM
GS
Exposures
Artificial Intelligence
Climate
Economy
The Evolution of a Compounder: A Deep-Dive Into Fortive Corp (FTV)
February 05, 2026
Via
Finterra
Topics
Artificial Intelligence
Earnings
Electric Vehicles
Tickers
BLK
DHR
FTV
HON
KEYS
ROP
Exposures
Artificial Intelligence
Electric Vehicles
Financial
The Compounding King of Logistics: A Deep Dive into Old Dominion Freight Line (ODFL)
February 05, 2026
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
Economy
Tickers
FDX
ODFL
SAIA
XPO
Exposures
Artificial Intelligence
Economy
Electric Vehicles
Amazon 2026: The AI-Driven Reacceleration of a Global Titan
February 05, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Lawsuit
Tickers
AMZN
DIS
FDX
MSFT
NFLX
UPS
Exposures
Artificial Intelligence
Economy
Financial
Chocolate Maker Hershey Expects Sweeter 2026, Hikes Dividend
↗
February 05, 2026
Via
Benzinga
Topics
World Trade
Exposures
Tariff
Golden Harvest: Soybean Futures Skyrocket as Trump Announces Landmark 20 Million Ton Deal with Xi
February 05, 2026
Via
MarketMinute
Topics
Economy
Government
Intellectual Property
Tickers
ADM
BG
CME
DE
Exposures
Economy
Ethanol
Intellectual Property
Tapestry (TPR) Q2 2026 Earnings Call Transcript
↗
February 05, 2026
Via
The Motley Fool
Topics
Earnings
World Trade
Tickers
TPR
Exposures
Financial
Tariff
Silver’s Strategic Shift: USGS Designation and a Massive Supply Deficit Reshape the Precious Metals Landscape
February 05, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AG
GATO
Exposures
Artificial Intelligence
Economy
Interest Rates
Powering the Future: A Deep-Dive Analysis of Enphase Energy (ENPH) in 2026
February 05, 2026
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
Economy
Tickers
BLK
ENPH
GS
RY
SEDG
TSLA
Exposures
Artificial Intelligence
Electric Vehicles
Electricity Generation
Navigating the MedTech Correction: A Deep-Dive into Boston Scientific (NYSE: BSX)
February 05, 2026
Via
Finterra
Topics
Product Recall
World Trade
Tickers
ABT
BSX
JNJ
JPM
MDT
PEN
Exposures
Legal
Product Safety
Tariff
Malibu Boats (MBUU) Q2 2026 Earnings Transcript
↗
February 05, 2026
Via
The Motley Fool
Topics
Economy
World Trade
Tickers
MBUU
Exposures
Supply Chain
Tariff
The Silicon Curtain: 25% Tariffs and US-China Revenue-Sharing Redefine the AI Arms Race
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AMD
GOOGL
MSFT
NVDA
TSM
Exposures
Artificial Intelligence
Supply Chain
Tariff
Silicon Sovereignty: US CHIPS Act Reaches Finality Amidst 2026 Administrative Re-Audits
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AMZN
GOOGL
INTC
MSFT
NVDA
SSNLF
Exposures
Artificial Intelligence
Economy
Supply Chain
TSMC’s $165 Billion ‘Megafab’ Vision: How the Phoenix Expansion Secures the Future of AI Silicon
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
AAPL
AMD
AMKR
INTC
NVDA
SSNLF
Exposures
Artificial Intelligence
Economy
Supply Chain
What Happened After the November 2025 US-China Trade Deal?
↗
February 05, 2026
Via
Talk Markets
Topics
World Trade
Exposures
Tariff
Bank of America Predicted Silver Prices Could Hit $309 in 2026. Is That Still in Play?
February 05, 2026
Via
Barchart.com
Topics
ETFs
Economy
Government
Tickers
BAC
Exposures
Fossil Fuels
Interest Rates
Political
< Previous
1
2
...
10
11
12
13
14
15
16
17
18
...
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.