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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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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
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Intercontinental Exchange
(NY:
ICE
)
155.28
-1.16 (-0.74%)
Official Closing Price
Updated: 4:00 PM EDT, May 5, 2026
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All News about Intercontinental Exchange
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Cloudvirga enhances lending efficiency with Encompass Docs Solution integration
May 20, 2025
IRVINE, Calif., May 20, 2025 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a Stewart-owned provider of digital point-of-sale platforms for lenders, today announced a new integration using the latest API...
Via
Send2Press
Loeb's Third Point Exits Meta, Tesla, Rotates Into Staples, Telecom, Industrials
↗
May 16, 2025
Third Point LLC, led by Dan Loeb, sold stakes in top stocks during Q1 of 2025 amid tariff concerns. Also made significant new additions and increases.
Via
Benzinga
Topics
World Trade
Intercontinental Exchange Chair & CEO Jeffrey C. Sprecher to Present at the Bernstein 41st Annual Strategic Decisions Conference on May 28
May 14, 2025
From
Intercontinental Exchange
Via
Business Wire
Earnings Scheduled For May 1, 2025
↗
May 01, 2025
Via
Benzinga
Looking Into Intercontinental Exchange's Recent Short Interest
↗
May 14, 2025
Via
Benzinga
Argyle debuts integration with Encompass Consumer Connect, upgrades existing integration with Encompass from ICE Mortgage Technology
May 13, 2025
NEW YORK CITY, N.Y., May 13, 2025 (SEND2PRESS NEWSWIRE) -- Argyle, a service provider automating income and employment verifications for some of the largest lenders in the United States, today...
Via
Send2Press
ICE Launches EU Carbon Allowance 2 Futures
May 09, 2025
From
Intercontinental Exchange
Via
Business Wire
Here's How Much You Would Have Made Owning Intercontinental Exchange Stock In The Last 15 Years
↗
May 08, 2025
Via
Benzinga
ICE Expands Geospatial Platform to Include 20,000 Global Corporates and Sovereigns
May 07, 2025
From
Intercontinental Exchange
Via
Business Wire
ICE Expands Fixed Income Liquidity Offering With Launch of Price Improvement Volume Clearing
May 06, 2025
From
Intercontinental Exchange
Via
Business Wire
ICE and OPEN Introduce New Benchmark for Tracking 20 U.S. Venture-Backed Unicorns
May 06, 2025
From
Intercontinental Exchange
Via
Business Wire
ICE Mortgage Monitor: First-Time Homebuyers Comprise Record Share of Agency Purchase Lending in Q1 2025
May 05, 2025
From
Intercontinental Exchange
Via
Business Wire
Intercontinental Exchange Reports April Statistics
May 05, 2025
From
Intercontinental Exchange
Via
Business Wire
Beyond The Numbers: 6 Analysts Discuss Intercontinental Exchange Stock
↗
May 02, 2025
Via
Benzinga
$100 Invested In Intercontinental Exchange 15 Years Ago Would Be Worth This Much Today
↗
May 01, 2025
Via
Benzinga
Intercontinental Exchange Approves Second Quarter Dividend of $0.48 per Share
May 01, 2025
From
Intercontinental Exchange
Via
Business Wire
Intercontinental Exchange Reports Strong First Quarter 2025
May 01, 2025
From
Intercontinental Exchange
Via
Business Wire
United Wholesale Mortgage Selects ICE Mortgage Technology to Power In-House Servicing Strategy
April 30, 2025
From
Intercontinental Exchange
Via
Business Wire
ICE First Look at Mortgage Performance: Delinquencies Improved Seasonally in March but Continue to Trend Modestly Higher
April 24, 2025
From
Intercontinental Exchange
Via
Business Wire
Forge Global and ICE to Bring Greater Transparency to Private Markets with Forge Price™
April 22, 2025
From
Forge Global
Via
Business Wire
Class Valuation expands sales leadership with industry veterans Jim Bannister and Scott Shaw
April 22, 2025
TROY, Mich., April 22, 2025 (SEND2PRESS NEWSWIRE) -- Class Valuation, a leading real estate appraisal management company (AMC), announced today the expansion of its national sales team with the...
Via
Send2Press
Here's How Much You Would Have Made Owning Intercontinental Exchange Stock In The Last 15 Years
↗
April 16, 2025
Via
Benzinga
ICE Bonds Enhances MBS Trading With New RFQ Protocol on ICE TMC Platform
April 16, 2025
From
Intercontinental Exchange
Via
Business Wire
ICE Mortgage Monitor: Home Prices Cool Heading Into the Spring Home-Buying Season, Led by Condos
April 07, 2025
From
Intercontinental Exchange
Via
Business Wire
ICE Stock Bucks Broader Market Sell-Off On Strong March, Quarterly Statistics — Retail Sentiment Brightens
↗
April 03, 2025
In March, the company reported a record total average daily volume that rose 31% year over year.
Via
Stocktwits
Topics
Economy
Energy
Government
Intercontinental Exchange Reports March and First Quarter 2025 Statistics
April 03, 2025
From
Intercontinental Exchange
Via
Business Wire
Tradeweb, Nasdaq, Virtu, ICE, BGC Group, Cboe Set To Benefit From IPO Comeback: Analyst
↗
April 02, 2025
BofA Securities analyst maintains ratings and forecasts a high upside for Tradeweb, BGC Group, and Nasdaq. Expecting IPOs and growth in trading.
Via
Benzinga
Topics
Initial Public Offering
Where Intercontinental Exchange Stands With Analysts
↗
April 02, 2025
Via
Benzinga
NYSE Texas Opens for Business
March 31, 2025
From
Intercontinental Exchange
Via
Business Wire
EXCLUSIVE: AdvisorShares Portfolio Manager Says Market 'Nervous' In 2025, Encourages Investors To Have 'Long-Term Focus'
↗
March 27, 2025
An ETF portfolio manager highlights how his fund is beating the broader market and what advice he has for investors in 2025 in an exclusive Benzinga interview.
Via
Benzinga
Topics
ETFs
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