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about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Amazon To Rally Around 18%? Here Are 10 Top Analyst Forecasts For Tuesday
July 22, 2025
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Tags
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Warren Buffett Doubles His Stake In This Pizza-Maker Over 3 Quarters As Berkshire Sells Two-Thirds Of Its Apple Holdings
July 22, 2025
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July 22, 2025
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Domino's Is Built For A Value War—It's Crushing Competitors With Margin Headroom, Ad Firepower: Industry Headwinds 'Are Tailwinds For Us'
July 22, 2025
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US Stocks Settle Mixed Amid Strong Earnings: Investor Sentiment Decreases, Fear Index Remains In 'Greed' Zone
July 22, 2025
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Benzinga
VZ
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Domino's Pizza Generates Strong Q2 Free Cash Flow - DPZ Stock Looks Cheap
July 21, 2025
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DPZ
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What Is Domino’s Strategy To Win Back Market Share?
July 21, 2025
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Domino's Pizza Q2 Profit Up 15%
July 21, 2025
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Nasdaq Surges Over 100 Points; Domino's Shares Fall After Q2 Results
July 21, 2025
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OP
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Domino's (DPZ) Q2 2025 Earnings Call Transcript
July 21, 2025
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Domino's Expands Footprint, Delivers Strong Sales In Q2
July 21, 2025
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US Stocks Likely To Open Higher Despite Trump Administration's 'Hard Deadline' Warning For Tariffs — Verizon, Domino's Pizza Earnings In Focus
July 21, 2025
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Dow Sinks Over 100 Points As Sentiment Slips, Yet Fear & Greed Index Still Flashes 'Extreme Greed'
July 21, 2025
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Verizon Communication, Domino's Pizza And 3 Stocks To Watch Heading Into Monday
July 21, 2025
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Earnings Scheduled For July 21, 2025
July 21, 2025
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Top Wall Street Forecasters Revamp Domino's Expectations Ahead Of Q2 Earnings
July 21, 2025
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Warren Buffett Sells Bank of America and Buys a Monster Stock Up 1,700% Since 2011
July 21, 2025
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Billionaire Warren Buffett Sold 67% of Berkshire's Stake in Apple and Has Loaded Up On a Consumer Favorite That's Rallied 7,400% Since Its IPO
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July 18, 2025
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How To Earn $500 A Month From Domino's Pizza Stock Ahead Of Q2 Earnings
July 18, 2025
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Should You Buy Domino's Stock Before July 21?
July 17, 2025
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Looking Into Domino's Pizza's Recent Short Interest
July 11, 2025
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
July 10, 2025
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Amazon To Rally Around 28%? Here Are 10 Top Analyst Forecasts For Thursday
July 10, 2025
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32% of Warren Buffett's $291 Billion Portfolio Is Invested in 4 Artificial Intelligence (AI) Stocks
July 04, 2025
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AMZN
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$1000 Invested In Domino's Pizza 20 Years Ago Would Be Worth This Much Today
July 01, 2025
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Benzinga
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Warren Buffett Has Put Almost $78 Billion to Work in His Favorite Stock Over 7 Years, and It Recently Fell 10% -- Is the Oracle of Omaha a Buyer?
June 27, 2025
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Prediction: Warren Buffett Will Buy These 3 Stocks During His Final 6 Months As Berkshire Hathaway CEO
June 24, 2025
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Warren Buffett Sells a Bank Stock and Buys a Restaurant Stock Up 4,230% in 15 Years
June 24, 2025
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BRK-A
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