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home
about us
Investment Approach
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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
Bond Fund Seminar
RSVP-Signup Form
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Intercontinental Exchange
(NY:
ICE
)
158.08
+0.80 (+0.51%)
Official Closing Price
Updated: 4:10 PM EDT, Apr 1, 2026
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All News about Intercontinental Exchange
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KB Securities Selects ICE Index for KB Leverage FANG Plus ETN(H)
April 20, 2022
From
Intercontinental Exchange
Via
Business Wire
EXCLUSIVE From Bitcoin 2022: How To Increase Liquidity, Efficiency In Cryptocurrency Markets
↗
April 20, 2022
Detroit-based Benzinga, a media and data provider bridging the gap between retail and institutional investors, sent its team to Miami, Florida April 6-9, for Bitcoin 2022.
Via
Benzinga
EXCLUSIVE From Bitcoin 2022: DriveWealth Iterates Embedded Investing Experiences
↗
April 19, 2022
Detroit-based Benzinga, a media and data provider bridging the gap between retail and institutional investors, sent its team to Miami, Florida April 6-9, for Bitcoin 2022.
Via
Benzinga
Top News In Fintech And Beyond For April 18, 2022
↗
April 17, 2022
👉 Top Things To Know In TradeFi: Public.com added Learn and Earn. Bybit rolled out social copy trading. Chip adding new investment funds....
Via
Benzinga
Analyst Ratings for Intercontinental Exchange
↗
April 13, 2022
Analysts have provided the following ratings for Intercontinental Exchange (NYSE:ICE) within the last quarter:
Via
Benzinga
ICE Launches Data Solution for EU Sustainable Finance Disclosure Regulation
April 14, 2022
From
Intercontinental Exchange
Via
Business Wire
Morgan Stanley Maintains Equal-Weight Rating for Intercontinental Exchange, Raises Price Target To $147
↗
April 13, 2022
Morgan Stanley has decided to maintain its Equal-Weight rating of Intercontinental Exchange (NYSE:ICE) and raise its price target from $145.00 to $147.00. Shares of Intercontinental Exchange are...
Via
Benzinga
Which Brokers And Exchanges Are Going All-In On Crypto, And Which One is Staying On The Sidelines?
↗
April 13, 2022
Bitcoin (CRYPTO: BTC) and other cryptocurrency prices have been under pressure in the past year as investors have rotated out of risk assets amid concerns about a potential economic slowdown and global...
Via
Benzinga
Intercontinental Exchange and McLaren Racing Launch New Partnership With Amplified Focus on Sustainability and Diversity
April 12, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE Offers ESG Data on Over 1.5 Million Mortgage-Backed Securities
April 07, 2022
From
Intercontinental Exchange
Via
Business Wire
10 Biggest Price Target Changes For Wednesday
↗
April 06, 2022
Raymond James reduced the price target on Intercontinental Exchange, Inc. (NYSE: ICE) from $161 to $157. Intercontinental Exchange shares rose 0.2% to $130.79 in pre-market trading.
Via
Benzinga
Intercontinental Exchange Reports March and First Quarter 2022 Statistics
April 05, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE To Launch U.S. Residential Mortgage Rate Lock Index Futures
March 31, 2022
From
Intercontinental Exchange
Via
Business Wire
10 Financials Stocks With Whale Alerts In Today's Session
↗
March 30, 2022
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
ICE Mortgage Technology Reconnects Thousands of Mortgage Industry Experts at Experience 2022 and Brings Virtual Experience Home
March 29, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE Marks First Anniversary of ICE Futures Abu Dhabi and ICE Murban Crude Futures
March 29, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE Expands its U.S. Renewable Fuels Markets With the Launch of Renewable Volume Obligation Futures
March 28, 2022
From
Intercontinental Exchange
Via
Business Wire
Looking Into Intercontinental Exchange's Return On Capital Employed
↗
March 25, 2022
According to Benzinga Pro, during Q4, Intercontinental Exchange (NYSE:ICE) earned $1.53 billion, a 140.03% increase from the preceding quarter. Intercontinental Exchange also...
Via
Benzinga
GDEV, HHR, OZON, QIWI, YNDX: Can You Trade Russian Stocks on the Nasdaq?
↗
March 24, 2022
The Russian stock market partially reopened today, but the trading of a number of Russian stocks remains halted in the U.S.
Via
InvestorPlace
ICE Announces Second Expiry in ICE Midland WTI American Gulf Coast Futures With 2.5 million Barrels Going to Delivery in April
March 24, 2022
From
Intercontinental Exchange
Via
Business Wire
CICC Hong Kong Asset Management Selects ICE Index for CICC Carbon Futures ETF
March 23, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE Launches Biotechnology Index Futures and Semiconductor Index Futures Contracts
March 21, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE Launches Multi-Faceted Global Brand and Advertising Campaign
March 21, 2022
From
Intercontinental Exchange
Via
Business Wire
Intercontinental Exchange Sets Date for 2022 Virtual Annual Meeting of Stockholders
March 18, 2022
From
Intercontinental Exchange
Via
Business Wire
3 Well-Priced, Most-Shorted Stocks to Buy
↗
March 18, 2022
Off and on the price chart, these three most-shorted stocks offer longer-lasting value than your typical short squeeze.
Via
InvestorPlace
Investortools Adds ICE Bonds’ Muni Market Data to the Investortools Dealer Network
March 16, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE Benchmark Administration Launches ICE Term SOFR Reference Rates as a Benchmark for use in Financial Instruments
March 16, 2022
From
Intercontinental Exchange
Via
Business Wire
Top News In Fintech And Beyond For March 16, 2022
↗
March 15, 2022
👉 Top Things To Know In TradeFi BBG Bridge is going live in Europe. Endex starts new investing platform. Forescite & Apex are partnering up. TradeStation sponsors...
Via
Benzinga
ICE Mortgage Technology Updates Website to Display Real-Time Mortgage Data
March 15, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE Mortgage Technology’s Latest Borrower Insights Survey Shows COVID Transforms the Home Buying Market
March 15, 2022
From
Intercontinental Exchange
Via
Business Wire
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