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home
about us
Investment Approach
Client Service Approach
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
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MARKET RESEARCH
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Commercetools raises $140M at a $1.9B valuation as ‘headless’ commerce continues to boom
September 13, 2021
Tickers
API
CEO
Tags
headless commerce
business
api
From
TechCrunch
Twitter introduces a new label that allows the ‘good bots’ to identify themselves
September 09, 2021
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API
CEO
Tags
Senate Intelligence Committee
jack dorsey
computing
From
TechCrunch
7 Chinese Tech Stocks To Sell Before Regulators Kill Them
September 02, 2021
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API
BABA
JOBS
LU
Tags
RLX
Stocks to Sell
YALA
From
InvestorPlace
Web building platform Duda snaps up e-commerce cart tool Snipcart
September 01, 2021
Tickers
API
APPS
SAAS
TC
Tags
Funding
Snipcart
api
From
TechCrunch
PayEm comes out of stealth with $27M and its answer to the expense report
September 01, 2021
Tickers
API
NFX
SAAS
TC
Tags
api
financial services
Funding
From
TechCrunch
A popular smart home security system can be remotely disarmed, researchers say
August 31, 2021
Tickers
API
LAW
Tags
massachusetts
Password
vulnerability
From
TechCrunch
TikTok’s new Creator Marketplace API lets influencer marketing companies tap into first-party data
August 31, 2021
Tickers
API
APPS
WPP
Tags
wpp
head
bytedance
From
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A Look Into Technology Sector Value Stocks
August 31, 2021
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API
CIH
HIMX
QH
Tags
API
QH
CIH
From
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Clubhouse is adding spatial audio effects to make users feel like they’re really in the room
August 29, 2021
Tickers
API
TC
Tags
technology
Social
Philip Rosedale
From
TechCrunch
Stipop offers developers and creators instant access to a huge global sticker library
August 27, 2021
Tickers
API
ASIA
TC
Tags
sticker
Android
Microsoft
From
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Zeal banks $13M to offer employers a ‘build your own’ payroll product infrastructure
August 27, 2021
Tickers
API
SAAS
TC
ZEAL
Tags
Internal Revenue Service
Y Combinator
api
From
TechCrunch
Solo.io integrates a cloud native API gateway and service mesh into its enterprise platform
August 25, 2021
Tickers
API
Tags
microservices
api
service mesh
From
TechCrunch
Balance raises $25M in a Ribbit Capital-led Series A to grow its ‘consumer-like B2B checkout platform’
August 25, 2021
Tickers
API
Tags
e/commerce
Y Combinator
api
From
TechCrunch
Ramp and Brex draw diverging market plans with M&A strategies
August 24, 2021
Tickers
API
RAMP
Tags
corporate spend
Brex
Ramp
From
TechCrunch
Givz raises $3M in seed funding to make donations a marketing tool for businesses
August 23, 2021
Tickers
API
SAAS
TC
Tags
eCommerce
eniac ventures
Startups
From
TechCrunch
Moesif secures $12M to provide user behavior insights on API usage
August 23, 2021
Tickers
API
APPS
TC
Tags
Startups
Derric Gilling
TC
From
TechCrunch
Rutter comes out of stealth with $1.5M in funding for its e-commerce API
August 20, 2021
Tickers
API
APPS
TC
Tags
Apps
Developer
Basis Set Ventures
From
TechCrunch
12 Information Technology Stocks Moving In Friday's Pre-Market Session
August 20, 2021
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ALF
API
BLND
BTBT
Tags
BZI/TFM
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BLND
From
Benzinga
Tiger Global backs Nacelle with $50M for its e-commerce infrastructure
August 19, 2021
Tickers
API
APPS
TC
Tags
Enterprise
Brian Anderson
Recent Funding
From
TechCrunch
Twitter adds support for Twitter Spaces to its rebuilt API
August 18, 2021
Tickers
API
APPS
Tags
Spotify
real time Web
Apps
From
TechCrunch
Evervault’s ‘encryption as a service’ is now open access
August 18, 2021
Tickers
API
AWS
Tags
dublin
encryption
Privacy
From
TechCrunch
Roblox acquires Discord competitor Guilded
August 16, 2021
Tickers
API
CEO
CORE
TC
Tags
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TechCrunch
Video Tech Highflyer Agora Gets Wings Clipped In China Crossfire
August 13, 2021
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API
Tags
API
China
Benzinga
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Benzinga
10 Biggest Price Target Changes For Wednesday
August 11, 2021
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API
BNTX
COIN
DRNA
Tags
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SPLK
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Benzinga
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
August 10, 2021
Tickers
API
APPS
DDD
KNBE
Tags
TAOP
XELA
TESS
From
Benzinga
Agora, Inc. (API) Q2 2021 Earnings Call Transcript
August 10, 2021
Tickers
API
Tags
API
Market News
From
Motley Fool
This Week in Apps: In-app events hit the App Store, TikTok tries Stories, Apple reveals new child safety plan
August 07, 2021
Tickers
ADT
API
APPS
ITALY
Tags
General Partner
Australia
app maker
From
TechCrunch
Unusual Options Activity Insight: Agora
August 06, 2021
Tickers
API
Tags
BZI/UOA
Market News
Benzinga
From
Benzinga
Verifiable secures $17M for its API that manages healthcare provider information
August 06, 2021
Tickers
API
APPS
TC
Tags
tiger global
Startups
Verifiable
From
TechCrunch
Early Affirm employees raise $70M for SentiLink, an identity verification startup
August 05, 2021
Tickers
API
Tags
Recent Funding
identity verification
San Francisco
From
TechCrunch
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