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home
about us
Investment Approach
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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
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
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Intercontinental Exchange
(NY:
ICE
)
162.93
-1.38 (-0.84%)
Streaming Delayed Price
Updated: 1:35 PM EDT, Apr 14, 2026
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All News about Intercontinental Exchange
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ICE Bonds Broadens Its Fixed Income Liquidity Network with Connectivity to TS Imagine
February 05, 2024
From
Intercontinental Exchange
Via
Business Wire
If You Invested $100 In This Stock 15 Years Ago, You Would Have $1,000 Today
↗
February 02, 2024
Via
Benzinga
Sucden Group Selects ICE to Support OTC Derivatives Pricing, Trading and Risk Management
January 31, 2024
From
Intercontinental Exchange
Via
Business Wire
Raymond James Bank to Use ICE Mortgage Technology’s End-to-End Digital Lending Platform
January 30, 2024
From
Intercontinental Exchange
Via
Business Wire
Intercontinental Exchange Inc Chart Analysis
↗
January 10, 2024
Technical analysis of the stock chart for ICE.
Via
Talk Markets
Deep Dive Into Intercontinental Exchange Stock: Analyst Perspectives (7 Ratings)
↗
January 05, 2024
Via
Benzinga
ICE Reports Record Total Futures and Options Open Interest with Record Trading Activity in Global Commodities Markets
January 29, 2024
From
Intercontinental Exchange
Via
Business Wire
7 Stocks Ready for Dividend Hikes in 2024
↗
January 27, 2024
These companies appear poised to give their investors a sizable raise this year.
Via
The Motley Fool
ICE First Look at Mortgage Performance: December Delinquencies Rise on Calendar Effects; Foreclosures Approach Two-year Lows
January 24, 2024
From
Intercontinental Exchange
Via
Business Wire
Inflation Busters: 3 Hidden Stock Gems That Thrive in a High-Cost World
↗
January 20, 2024
Conflicting messages are being sent about the direction of inflation. It’s not too late to pick up some stocks to buy for high inflation.
Via
InvestorPlace
Topics
Economy
Carrington Mortgage Services Returns to ICE’s Encompass Lending Platform
January 16, 2024
From
Intercontinental Exchange
Via
Business Wire
5 Stocks To Watch From The Thriving Securities And Exchanges Industry
↗
January 14, 2024
An increase in trading volumes, product expansion through prudent acquisitions, and the increased adoption of a greater number of crypto assets are expected to benefit those in the securities and...
Via
Talk Markets
Robinhood To Rally Around 18%? Here Are 10 Top Analyst Forecasts For Monday
↗
January 08, 2024
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Via
Benzinga
Rate cuts could send MasTec stock earnings through the roof
January 08, 2024
The new economy is going to create a boost of activity in this sector, and MasTec earnings are set to soar by that same reason, analysts projections agree
Via
MarketBeat
Topics
Economy
Here's How Much $1000 Invested In Intercontinental Exchange 15 Years Ago Would Be Worth Today
↗
January 04, 2024
Via
Benzinga
Intercontinental Exchange Reports December, Fourth Quarter and Full Year 2023 Statistics
January 04, 2024
From
Intercontinental Exchange
Via
Business Wire
Traders are suddenly stampeding these Buffett stocks
January 03, 2024
If you are looking for triple confirmation including Buffett's quality stamp, look no further than these two stocks getting surrounded by traders today
Via
MarketBeat
Here's How Much $100 Invested In Intercontinental Exchange 15 Years Ago Would Be Worth Today
↗
December 22, 2023
Via
Benzinga
ICE First Look at November Mortgage Performance: Delinquencies Historically Low Despite Seasonal Rise; Performance of Recent Originations Worth Watching
December 21, 2023
From
Intercontinental Exchange
Via
Business Wire
ICE Reports Record Liquidity Across its Global Natural Gas Futures Markets with Record Open Interest in Henry Hub Futures
December 20, 2023
From
Intercontinental Exchange
Via
Business Wire
The New York Stock Exchange Leads Industry in Transfers for a Second-Straight Year, Reports Major Technology and Community Milestones
December 18, 2023
From
Intercontinental Exchange
Via
Business Wire
ICE Reports Record Total Futures and Options Open Interest of 86 Million Contracts
December 15, 2023
From
Intercontinental Exchange
Via
Business Wire
MSP® Loan Servicing System from ICE Now Offering Automated Lien Release Functionality
December 14, 2023
From
Intercontinental Exchange
Via
Business Wire
Last chance to get Lennar in your list of wealth building stocks
December 14, 2023
Is the FED really going to pivot? Even if they don't, congress is coming in to support the stuck housing market, one that has named Lennar its king
Via
MarketBeat
Topics
Economy
ICE and Blockstream Add Cryptocurrency Options Data to Joint Crypto Offering on the ICE Consolidated Feed
December 14, 2023
From
Intercontinental Exchange
Via
Business Wire
Construction activity suddenly booming, 3 stocks you can't miss
December 13, 2023
The construction sector is not done yet, and Buffett is only getting started. The dynamics seen today point to much higher ceilings for THESE select stocks
Via
MarketBeat
Topics
ETFs
Here's How Much You Would Have Made Owning Intercontinental Exchange Stock In The Last 15 Years
↗
December 11, 2023
Via
Benzinga
Intercontinental Exchange, Inc. Announces Expiration of Exchange Offer for Black Knight InfoServ, LLC’s Outstanding 3.625% Senior Notes due 2028
December 11, 2023
From
Intercontinental Exchange
Via
Business Wire
ICE Announces Approval of Electronic Trade Document Solution for the Delivery of Commodities Globally
December 08, 2023
From
Intercontinental Exchange
Via
Business Wire
Grab Starbucks on the dip before coffee futures fall
December 06, 2023
Starbucks stock just became a dip buying opportunity, as the decline is driven not by a sector issue, but by a fundamental cycle swing in the price of coffee
Via
MarketBeat
Topics
Economy
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