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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Event Schedule
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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B. Riley Financial, Inc. - Common Stock
(NQ:
RILY
)
5.180
+0.510 (+10.92%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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Wells Fargo Supercharges its Investment Banking Ambitions with Hiring Spree
December 19, 2025
Via
Investor Brand Network
B. Riley Financial (RILY): From Crisis to Restructuring – A Deep Dive into Wall Street’s Most Controversial Pivot
December 18, 2025
As of December 18, 2025, B. Riley Financial (NASDAQ: RILY) stands as one of the most polarizing stories on Wall Street. Once the darling of mid-market investment banking, the firm spent much of 2024...
Via
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Topics
Bankruptcy
Earnings
Economy
On Wednesday, there are stocks with unusual volume. Let's take a look.
↗
December 17, 2025
In today's session, there are stocks attracting attention with their unusual volume. Let's take a closer look.
Via
Chartmill
RILY Investor News: Rosen Law Firm Announces Investigation of Breaches of Fiduciary Duties by the Directors and Officers of B. Riley Financial, Inc. – RILY
December 16, 2025
From
The Rosen Law Firm, P.A.
Via
Business Wire
Keep an eye on the top gainers and losers in Tuesday's session.
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December 16, 2025
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These stocks are moving in today's session
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December 16, 2025
Here are the top movers in Tuesday's session, showcasing the stocks with significant price changes.
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What's Going On With B. Riley Shares Tuesday?
↗
December 16, 2025
B. Riley Financial, Inc. (NASDAQ:RILY) shares are trading higher Tuesday after the company reported second-quarter financial results.
Via
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These stocks are gapping in today's session
↗
December 16, 2025
Let's have a look at what is happening on the US markets on Tuesday. Below you can find the gap up and gap down stocks in today's session.
Via
Chartmill
Wondering what's happening in today's pre-market session?
↗
December 16, 2025
Before the opening bell on Tuesday, let's take a glimpse of the US markets and explore the top gainers and losers in today's pre-market session.
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Chartmill
Get insights into the top gainers and losers of Monday's after-hours session.
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December 15, 2025
As the regular session of the US market concludes on Monday, let's get an insight into the after-hours session and identify the stocks leading the pack in terms of gains and losses.
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Via
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Report Shows US SMEs Foresee Increased Revenues in 2026
November 25, 2025
Via
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Topics
Economy
JPMorgan Raids Deutsche, Goldman for Top Investment Banking Talent
October 28, 2025
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IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. Stocks Can Soar Up to 118%, According to Select Wall Street Analysts
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October 22, 2025
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10 Financials Stocks Whale Activity In Today's Session
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October 17, 2025
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EIB Slashes Approval Time for Defense Projects
October 03, 2025
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September 11, 2025
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TeraWulf shares declined during the pre-market despite the announcement of a major $400 million convertible notes offering.
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August 14, 2025
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Topics
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B Riley Financial Posts Q2 Profit Jump
↗
August 13, 2025
Via
The Motley Fool
Topics
Bonds
Earnings Scheduled For August 13, 2025
↗
August 13, 2025
Via
Benzinga
US Banks to Report Higher Profits as Investment Banking Rebounds
July 17, 2025
Via
Investor Brand Network
B. Riley Cashes In $66 Million Gain With GlassRatner Sale, Refocuses On Core Business
↗
June 27, 2025
B. Riley sells advisory units for $117.8M, expects $66M Q2 gain.
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Benzinga
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June 21, 2025
Marvell's stock surged after new AI chip deals prompted a wave of institutional buying and a series of validating price target increases from analysts.
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Barclays to Slash Over 200 Jobs from its Investment Banking Unit
June 17, 2025
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May 20, 2025
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Economic Uncertainty Delays the Revival of Investment Banking
April 24, 2025
Via
Investor Brand Network
Wall Street Predicts More Growth For Digital Banking Platform Dave: Here's What You Need To Know
↗
April 01, 2025
Digital banking platform, Dave (NASDAQ: DAVE) has been on a fiery streak in recent months, up 121% since November 2024.
Via
Benzinga
Why B. Riley Financial (RILY) Stock Is Trading Higher
↗
March 26, 2025
B. Riley Financial shares are trading higher by 9.6% during Wednesday's session. The company entered an exchange agreement to reduce outstanding debt by $35 million.
Via
Benzinga
Oppenheimer Pegs Back its 2025 Investment Banking Forecast for the US
March 25, 2025
Via
Investor Brand Network
Topics
Government
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