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home
about us
Investment Approach
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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
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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
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Stock Split Watch: Is Sandisk Next?
May 12, 2026
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SpaceX Just Hit an All-Time High in Private-Market Trading -- but History Stands Ready to Inject a Dose of Reality
May 12, 2026
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Stock Market Today, May 11: Markets Inch Upwards Even As Oil Prices Rise
May 11, 2026
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Stock Market Today, May 11: Chipmakers Drive Midday Gains Despite Oil Concerns
May 11, 2026
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Fed Chair Jerome Powell Just Said 9 Words That Have Firmly Shifted the Narrative on Wall Street
May 11, 2026
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^IXIC
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Is the Trump Bull Market Running on Fumes? Following the Money -- All $8.2 Trillion of It -- Offers a Big Clue.
May 10, 2026
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President Donald Trump May Force the Fed's Hand -- but Not in the Way You'd Expect
May 10, 2026
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Oof! The Federal Reserve's May Inflation Forecast Is In, and Things Just Got Uglier for Wall Street.
May 09, 2026
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We Just Witnessed the Stock Market Do Something for Only the 2nd Time in 155 Years, and the Message Couldn't Be Clearer for Wall Street
May 09, 2026
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President Donald Trump's Pick to Lead the Fed, Kevin Warsh, May Be the Trump Bull Market's Undoing
May 09, 2026
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Even Investors Trying to Avoid the SpaceX IPO May Have No Choice but to Eventually Own the Stock
May 09, 2026
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Poet Technologies Skyrocketed Today -- Is the Stock a Buy Right Now?
May 08, 2026
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Stock Market Today, May 8: Nasdaq Gains 1.7% on AI Demand and Strong Jobs Data
May 08, 2026
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Why Beyond Meat Stock Skyrocketed 40.3% Last Month but Is Plummeting in May
May 08, 2026
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Why Poet Stock Gained 19.9% Last Month and Is Skyrocketing in May
May 08, 2026
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Why Archer Aviation Stock Soared 11% Last Month and Has Kept Flying in May
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Why Amazon Stock Skyrocketed 27.3% Last Month and Has Kept Climbing in May
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May 08, 2026
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Why Microsoft Stock Soared 10.2% Higher Last Month and Has Kept Rallying in May
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Warren Buffett's and Greg Abel's $397 Billion Warning for Wall Street Has Hit a Deafening Pitch
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We're Exactly 1 Week Away From a Historic Change at the Federal Reserve -- and It May End Up Costing the Stock Market Dearly
May 08, 2026
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Stock Market Today, May 7: Rally Falters as Oil Prices Rise Again
May 07, 2026
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Stock Market Today, May 7: Rally Slows at Midday as Investors Watch Iran Developments
May 07, 2026
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Citadel's Ken Griffin Just Said the Quiet Part Out Loud About Inflation -- and Wall Street Isn't Going to Like It
May 07, 2026
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Why Nice Stock Plummeted Today
May 06, 2026
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Stock Market Today, May 6: Markets Break New Ground on Hopes for U.S.-Iran Peace Deal
May 06, 2026
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