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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
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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
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Intercontinental Exchange
(NY:
ICE
)
162.98
+4.90 (+3.10%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 2, 2026
Add to My Watchlist
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All News about Intercontinental Exchange
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Intercontinental Exchange's Return On Capital Employed Overview
↗
December 22, 2022
Via
Benzinga
NYSE Group Announces 2023, 2024 and 2025 Holiday and Early Closings Calendar
December 21, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE adds One Exchange Data to Canadian Crude Indices and Related Index Futures Contracts
December 21, 2022
From
Intercontinental Exchange
Via
Business Wire
The New York Stock Exchange Reports an Unprecedented Year of Activity in 2022
December 21, 2022
From
Intercontinental Exchange
Via
Business Wire
What 9 Analyst Ratings Have To Say About Intercontinental Exchange
↗
December 06, 2022
Via
Benzinga
Intercontinental Exchange's Return on Invested Capital Overview
↗
November 17, 2022
Via
Benzinga
Expert Ratings for Intercontinental Exchange
↗
November 07, 2022
Within the last quarter, Intercontinental Exchange (NYSE:ICE) has observed the following analyst ratings:
Via
Benzinga
ICE Global Network Expands in Key Asian Markets
December 14, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing
December 14, 2022
From
Intercontinental Exchange
Via
Business Wire
The New York Stock Exchange and the Tel Aviv Stock Exchange Sign Memorandum of Understanding on Dual Listings
December 06, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE Benchmark Administration Launches the ICE Carbon Reference Entity Data Service
December 06, 2022
From
Intercontinental Exchange
Via
Business Wire
3 Dividend Stocks With Wide Economic Moats
↗
December 05, 2022
These dividend stocks sport compelling yields and wide economic moats. Here are the three you should have your eyes on.
Via
InvestorPlace
Why Intercontinental Exchange Stock Jumped 13.3% in November
↗
December 05, 2022
The company that runs the NYSE posted solid Q3 earnings
Via
The Motley Fool
Intercontinental Exchange Reports November 2022 Statistics
December 05, 2022
From
Intercontinental Exchange
Via
Business Wire
LyondellBasell Industries, Intercontinental Exchange And These 2 Other Stocks Insiders Are Selling
↗
December 01, 2022
The Nasdaq Composite jumped by over 480 points on Wednesday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Intercontinental Exchange Chair & CEO Jeffrey C. Sprecher to Present at the Goldman Sachs U.S. Financial Services Conference on December 6
November 28, 2022
From
Intercontinental Exchange
Via
Business Wire
U.K. Financial Conduct Authority Publishes Consultation on “Synthetic” U.S. Dollar LIBOR and Announces Intention that 3-Month “Synthetic” Sterling LIBOR will be Published Until End of March 2024
November 23, 2022
From
Intercontinental Exchange
Via
Business Wire
10 Wide Moat Stocks To Buy Now
↗
November 19, 2022
Here are ten wide moat dividend stocks that have respectable expected annual returns over the next five years.
Via
Talk Markets
ICE TCFD Solution Provides Greater Transparency Into Carbon Emissions for Asset Managers and Institutional Investors
November 17, 2022
From
Intercontinental Exchange
Via
Business Wire
The New York Stock Exchange Lists Its First ETF on the Big Board in 15 Years
November 14, 2022
From
Intercontinental Exchange
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For November 17, 2022
↗
November 17, 2022
Upgrades
Via
Benzinga
ICE Benchmark Administration Publishes Feedback Statement on the Consultation on the Potential Cessation of ICE Swap Rate® based on USD LIBOR®
November 14, 2022
From
Intercontinental Exchange
Via
Business Wire
Is The Stock Market Open On Veterans Day? 2 More Market Holidays Left In 2022
↗
November 10, 2022
The stock market, including the NYSE (NYSE: ICE) and Nasdaq Inc. (NASDAQ: NDAQ), will be open for a full day of trading on Veterans Day, this Friday, Nov. 11. The bond market, however, will be closed.
Via
Benzinga
Hua Nan Investment Trust Selects ICE FactSet Carbon Neutral Megatrend Index for New Index Fund
November 06, 2022
From
Intercontinental Exchange
Via
Business Wire
The New York Stock Exchange and Indonesia Stock Exchange Sign Memorandum of Understanding
November 04, 2022
From
Intercontinental Exchange
Via
Business Wire
$100 Invested In Intercontinental Exchange 10 Years Ago Would Be Worth This Much Today
↗
November 03, 2022
Intercontinental Exchange (NYSE:ICE) has outperformed the market over the past 10 years by 3.52% on an annualized basis producing an average annual return of 13.82%. Currently, Intercontinental...
Via
Benzinga
Bakkt To Acquire Apex Crypto: What Investors Should Know And Why It's Important
↗
November 03, 2022
Digital asset platform company Bakkt Holdings Inc (NYSE: BKKT) announced it is acquiring Apex Crypto from Apex Fintech Solutions for a total purchase price of $200 million.
Via
Benzinga
Intercontinental Exchange Reports October 2022 Statistics
November 03, 2022
From
Intercontinental Exchange
Via
Business Wire
Intercontinental Exchange: Q3 Earnings Insights
↗
November 03, 2022
Intercontinental Exchange (NYSE:ICE) reported its Q3 earnings results on Thursday, November 3, 2022 at 07:30 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Intercontinental Exchange Approves Fourth Quarter Dividend of $0.38 per Share
November 03, 2022
From
Intercontinental Exchange
Via
Business Wire
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