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home
about us
Investment Approach
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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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Dow Jones Industrial Average Cools Ahead Of Jackson Hole Week
August 18, 2025
Tickers
DIA
DJI
Tags
DJI
Market News
Stocks / Equities
From
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Stock Struggling For Direction To Start New Week
August 18, 2025
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DJI
EQT
FSLR
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Tags
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From
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Time To Prepare Before This Hits
August 18, 2025
Tickers
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From
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August 17, 2025
Tickers
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DJI
Tags
Market News
Stocks / Equities
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Dow Jones Elliott Wave Weekly Update - Sunday, Aug. 17
August 17, 2025
Tickers
DIA
DJI
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DJI
Market News
DIA
From
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Dow Jones Forecast And Technical Analysis
August 16, 2025
Tickers
DIA
DJI
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DIA
Market News
Stocks / Equities
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U.S. Weekly Update – To Inflate or Not to Inflate: That is the Question
August 15, 2025
Tickers
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NDX
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Market News
Stocks / Equities
From
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August 15, 2025
Tickers
DJI
GLD
OIL
QQQ
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OIL
From
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Dow Jones Industrial Average Flubs Another Record High As Consumer Sentiment Sours
August 15, 2025
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DJI
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Market News
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From
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August 15, 2025
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August 14, 2025
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August 14, 2025
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August 14, 2025
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August 14, 2025
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Market Liquidity And Volatility Converge
August 13, 2025
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Dow Rumbles Higher As The Market Front Loads The Fed's Liquidity Cannons
August 13, 2025
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Market News
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From
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Dow Keeps Rolling, Eyes Record Highs
August 13, 2025
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DJI
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August 13, 2025
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Dow Jones Industrial Average Gains Ground After Not-Too-Hot CPI Print
August 12, 2025
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S&P 500, Nasdaq Snag Record Closes On Rate Cut Hopes
August 12, 2025
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S&P 500 Eyes Close Above 6,400; Nasdaq Nabs Another Record
August 12, 2025
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From
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The RBA Cut Its Rate To 3.6%
August 12, 2025
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BITCOMP
DJI
NDX
OIL
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Dow Jones Futures Bounce Back Ahead Of US Inflation Data For July
August 12, 2025
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DJI
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Stocks Pull Back As Investors Await Inflation Data
August 11, 2025
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GLD
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Dow Jones Industrial Average Trims Lower Ahead Of Key CPI Inflation Print
August 11, 2025
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DJI
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DIA
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Nasdaq Scores Record High Amid Unusual Chip Deal
August 11, 2025
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Dow Jones Elliott Wave Weekly Update - Sunday, Aug. 10
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DJI
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Futures
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The King Of Indexes: Why The S&P 500 Rules The Market
August 10, 2025
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AskSlim Market Week - Saturday, Aug. 9
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Stocks Secure Best Week In A Month; Nasdaq Hits Record Close
August 08, 2025
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