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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
MARKET RESEARCH
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Latest News about AAA
Recent news which mentions AAA
Moody's Had An Investment Grade Rating On US Debt During 2008 Global Financial Crisis: Recent Cut 'Not A Huge Shock,' Says Expert
May 19, 2025
Tickers
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NEWS
QQQ
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Tags
debt
News
Market News
From
Benzinga
Thanksgiving Travel Preview: AAA Expects Record Numbers, TSA Braces For Busiest Day Ever, Arctic Weather Blast
November 26, 2024
Tickers
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CVX
DAL
HOLIDAY
Tags
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Benzinga
driving
From
Benzinga
What Labor Day Travelers Are Paying For Airfare, Cruises, Car Rentals, Hotels
August 30, 2024
Tickers
AAA
AAL
DIS
IHG
Tags
Travel
labor day
Hopper
From
Benzinga
Labor Day Getaway: Travelers Hit The Road As Gas Prices Drop
August 30, 2024
Tickers
AAA
CAR
CCL
DAL
Tags
UAL
AAA
Trading Ideas
From
Benzinga
Ted Cruz Blasts Biden's Cannabis Rescheduling Plan, Says 'Drugged Driving' Will Lead To Car Accidents, Deaths
May 24, 2024
Tickers
AAA
NEWS
Tags
Regulations
Top Stories
Market News
From
Benzinga
This Week in ETFs: Despite Holiday, 10 New ETFs Debut
March 28, 2024
Tickers
AAA
DALT
DEFI
DKRB
Tags
keating
DeFi
BlackRock
From
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Villa Premiere Boutique Hotel Receives Four Diamond Rating From AAA In 2023
August 02, 2023
Tickers
AAA
Tags
United States
Aaa
Tourism
From
PRLog
Biden The Master Oil Trader Part Deux? Crude Prices Plummet. Is A Government Windfall Coming?
March 15, 2023
Tickers
AAA
SIVB
XLE
Tags
Commodities
Joe Biden
SIVB
From
Benzinga
Why Are Airline Stocks UAL, DAL, AAL Up Today?
January 04, 2023
Tickers
AAA
DAL
UAL
Tags
UAL
AAA
NASDAQ:AAA,NASDAQ:UAL,NYSE:DAL
From
InvestorPlace
Americans Gear Up For Labor Day Travel: 2 Stocks That Could Benefit From The Trend
September 02, 2022
Tickers
AAA
ABNB
BKNG
CAR
Tags
General
labor day
gas prices
From
Benzinga
How Gas Prices Are Tracking As Memorial Day Weekend Kick-Starts
May 28, 2022
Tickers
AAA
SPY
Tags
Benzinga
News
Gasoline
From
Benzinga
10 States Where Gas Costs The Most
May 02, 2022
Tickers
AAA
GAS
OIL
USO
Tags
Markets
AAA
oil and gas
From
Benzinga
More LTL Carriers May Follow AAA Cooper To The Altar, Consultant Says
July 19, 2021
Tickers
AAA
AMZN
KNX
LTL
Tags
Benzinga
Freightwaves
TFI
From
Benzinga
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