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home
about us
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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
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 Chamath Palihapitiya
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SpaceX IPO Buzz Has Wall Street Flashing Dot-Com Era Warning Signs— Jim Cramer Warns The Market Will 'Break Down'
May 16, 2026
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Chamath Palihapitiya Has One Question He Asks In Interviews: 'Most Predictive Of Your Ability'
May 10, 2026
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Uber-Backed Lime Files For IPO After 29% Revenue Growth In FY25
May 09, 2026
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Tesla Brand Recovery? New Survey Shows EV Giant Top Rating For US Loyalty – Palihapitiya Says 'Once You Drive A Tesla…'
May 04, 2026
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From
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Chamath Palihapitiya Warns Power Crunch Could Cripple OpenAI And Anthropic, Says Elon Musk Holds Massive AI Leverage
May 04, 2026
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August 22, 2025
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Chamath Palihapitiya Returns To SPACs: Past 18 Deals, Investments Average Loss Of 14%
August 19, 2025
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From
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Chamath Palihapitiya Once Disclosed He Was A Warren Buffett Disciple, But Disagreed With The Investing Legend's 'Wrong, Outdated' Views On Bitcoin
August 14, 2025
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Chamath Palihapitiya Agrees With A Social Media User Who Says While Meta Spends $200 Million A Year To Poach AI Talent, Elon Musk Keeps Costs Low But Still Manages To Unveil Better Products
July 10, 2025
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Bill Ackman Cheers Money Market Funds Hitting Record $7.4 Trillion As Jerome Powell Snubs Trump's Rate Cut Demands
July 10, 2025
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As Elon Musk's Rift With Donald Trump Deepens, Former Google Executive Says MAGA And Tech World Can't Thrive Without Each Other
July 07, 2025
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Jeff Bezos Texted And Then Chamath Palihapitiya Sent A Plane Loaded With Bottles Of His $1,200 Tequila To Venice As Wedding Present
June 30, 2025
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General
From
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Apple's F1 Surpasses Expectations, Chamath Palihapitiya's Criticism, AI For Chip Design, And Perplexity Acquisition In Consideration: This Week In Appleverse
June 29, 2025
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Rounak Jain
From
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Chamath Palihapitiya Asks Just 1 Interview Question, And Says It Filters Out The Fakes
June 27, 2025
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From
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Money Market Funds 'On Fire' As $902 Billion Pours In — Why These 'Safe-Haven' Investments Are Thriving Now?
June 25, 2025
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What's Next For Apple — Chamath Palihapitiya Fires Back: 'Don't Think They Have Any Chance Of Anything,' Dismisses Glasses And AI Hopes
June 24, 2025
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From
Benzinga
Chamath Palihapitiya Asks If He Should Launch Another SPAC—70% Say No, Users Warn of Past Failures: 'No Crying In The Casino!'
June 19, 2025
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Tesla Crashes Significantly Lower Than National Average: Chamath Palihapitiya Weighs In On Why It's The Ideal Choice For Teenage Drivers
June 17, 2025
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GOOG
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Charlie Munger's Warning On Liquor, Ladies And Leverage 'So True,' Says Chamath Palihapitiya: 'It Almost Broke Me'
June 10, 2025
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From
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Circle IPO Success Suggests Markets Open To New Listings, Especially From Crypto Businesses, Says SPAC King Chamath Palihapitiya
June 10, 2025
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Palihapitiya's Predictions, Musk Vs Trump, And Thiel's Flying Car Dream: This Week In Mobility
June 08, 2025
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If You Invested $1,000 In Bitcoin When Chamath Palihapitiya Had His 'Best Call Of All Time,' Here's How Much You'd Have Now
June 05, 2025
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if you invested 1000 catalyst
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From
Benzinga
Chamath Palihapitiya Says Circle IPO Valued At $7 Billion Means It's A 'Genius' Buy For Coinbase, Here's Why
June 05, 2025
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IPOS
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From
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Dollar To Lose 75% of Its Buying Power In Next 10 Years? Rick Rule Says If 1970's Are An Indicator It Could Happen
June 03, 2025
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BLK
GLD
GS
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Benzinga
From
Benzinga
Chamath Palihapitiya Calls Tesla An 'Obvious Win,' Says Robotaxi, Alphabet's Waymo Will Overtake Uber And Lyft
June 01, 2025
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BIDU
EVS
GOOG
GOOGL
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Benzinga
Tech
From
Benzinga
Chamath Palihapitiya Says This Old-Fashioned Asset Is Among 'Safe' Trades If The Possibility Of Quantum Computing Cracking Bitcoin Is Even 'Remotely True'
May 29, 2025
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Gold
From
Benzinga
US Stocks Likely To Open Higher After S&P 500's Four-Day Fall: 'Market Is Risk-Off,' Says Expert
May 27, 2025
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AZO
BNS
DECK
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BNS
tariffs
From
Benzinga
Chamath Palihapitiya Flags Rising Investor Fear As Money Market Fund Assets Hit $7.24 Trillion: 'Market Is Risk-Off'
May 27, 2025
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BIL
SGOV
SHV
Tags
Benzinga
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BIL
From
Benzinga
Google Co-Founder Sergey Brin Claims All AI Models Respond Better To Threats Of 'Physical Violence', Says 'We Don't Circulate This Too Much...'
May 26, 2025
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From
Benzinga
Chamath Palihapitiya Slams Anti-DOGE Crusade As Catalyst For Bond Turmoil —Says Critics 'Will Never Admit It'
May 22, 2025
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Economics
Government
Chamath Palihapitiya
From
Benzinga
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