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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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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Here's How Much You Would Have Made Owning Commercial Metals Stock In The Last 5 Years
August 25, 2025
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August 01, 2025
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July 14, 2025
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Commercial Metals Guides To Earnings Improvement, Analyst Raises Estimate For Q4
June 24, 2025
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Commercial Metals Poised For Q4 Growth Amid Favorable Market Trends, Says CEO
June 23, 2025
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June 23, 2025
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Earnings Scheduled For June 23, 2025
June 23, 2025
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S&P 500 Falls For Third Day Amid Iran-Israel Conflict: Investor Sentiment Improves Slightly, But Fear & Greed Index Remains In 'Neutral' Zone
June 23, 2025
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FactSet Research, Commercial Metals And 3 Stocks To Watch Heading Into Monday
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June 20, 2025
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June 20, 2025
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How To Earn $500 A Month From Commercial Metals Stock Ahead Of Q3 Earnings
June 20, 2025
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Top Wall Street Forecasters Revamp Commercial Metals Expectations Ahead Of Q3 Earnings
June 20, 2025
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Commercial Metals Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
June 18, 2025
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EXCLUSIVE: Why Eric Lutton Says Sitting In Cash Could Cost You Big
June 09, 2025
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This PVH Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday
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May 30, 2025
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This Commercial Metals Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday
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Peering Into Commercial Metals's Recent Short Interest
April 15, 2025
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$100 Invested In This Stock 5 Years Ago Would Be Worth This Much Today
March 26, 2025
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Where Commercial Metals Stands With Analysts
March 21, 2025
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Tesla To $410? Here Are 10 Top Analyst Forecasts For Friday
March 21, 2025
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Commercial Metals Reports Softer Q2 Results, Maintains Confidence In Upcoming Construction Season Momentum
March 20, 2025
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Earnings Scheduled For March 20, 2025
March 20, 2025
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How Do Investors Really Feel About Commercial Metals?
March 13, 2025
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$1000 Invested In Commercial Metals 5 Years Ago Would Be Worth This Much Today
March 12, 2025
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