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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
Bond Fund Seminar
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CGTN: China forges ahead on Chinese path to modernization
February 28, 2023
Tickers
ATD
Tags
Russia
Korea
Pressrelease
From
TimesNewswire.com
Buying.com ($BUY), is a Next-generation Telehealth and E-commerce Platform, To List on BitMart Exchange
February 28, 2023
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ATD
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Coincidence? Five Environmental Advisers Killed in Crash in Southern U.S.
February 28, 2023
Tags
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From
TimesNewswire.com
Support rapid recovery – Aibit will launch the Global Online Developers Conference in mid-March
February 27, 2023
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ATD
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ushark AI token (USHA), is the Bridge that Unites two Major Markets, To List on BitMart Exchange
February 27, 2023
Tickers
ATD
USHA
Tags
Global/English
Atd
Amapn
From
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Recruit (RECRUIT), is the Token of the First Enterprise Recruiting Platform, To List on BitMart Exchange
February 26, 2023
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ATD
Tags
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TimesNewswire.com
The New AI Hero – Rootie Technology Creates AI-Oriented Trading Application
February 26, 2023
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SEA Standard
Pressrelease
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From
TimesNewswire.com
Ohio Train Derailment May Cause Worse Environmental Disaster
February 26, 2023
Tags
Culture
ENG Standard
SEA Standard
From
TimesNewswire.com
China’s position paper on Ukraine crisis highly recognized: CGTN poll
February 25, 2023
Tickers
ATD
Tags
Japan
Atd
Amapn
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TimesNewswire.com
VG quantitative trading model is out, which brings huge changes to short term trading
February 24, 2023
Tags
SEA Standard
Pressrelease
Cryptocurrency
From
TimesNewswire.com
Web3Camp Token (3P), is the Next Frontier in the Web3 Education Market, To List on BitMart Exchange
February 24, 2023
Tickers
ATD
Tags
Cryptocurrency
Pressrelease
SEA Standard
From
TimesNewswire.com
KISSAN (KSN), is a Blockchain-Based Operating System, To List on BitMart Exchange
February 24, 2023
Tickers
ATD
KSN
Tags
mfn
Business
Cryptocurrency
From
TimesNewswire.com
Victory
February 24, 2023
Tags
SEA Standard
Pressrelease
ENG Standard
From
TimesNewswire.com
Building the easiest-to-use cryptocurrency trading platform – Toobit launches fully upgraded website and mobile app API
February 23, 2023
Tags
Japan
Global/English
Culture
From
TimesNewswire.com
To discuss the application and commercial value of blue chip project PREMA in NFT field
February 23, 2023
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ATD
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Amapn
Atd
Global/English
From
TimesNewswire.com
Expose the representative of deep government, the Gates Foundation, to develop COVID-19
February 23, 2023
Tags
Pressrelease
SEA Standard
ENG Standard
From
TimesNewswire.com
Marvellex Classic (MLXC), is the Door to Secure Blockchain based Trading, To List on BitMart Exchange
February 22, 2023
Tickers
ATD
Tags
ENG Standard
Global/English
Atd
From
TimesNewswire.com
HoneyWood (CONE), is a Browser Game Perfectly Adopted for all Devices, To List on BitMart Exchange
February 22, 2023
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ATD
CONE
Tags
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mfn
SEA Standard
From
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CGTN Poll: 85.6% of respondents laud China-proposed vision of security
February 22, 2023
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SEA Standard
Japan
From
TimesNewswire.com
Suffering a Thousand-fold Plunge – Jasmy trapped in a Maze of Law
February 22, 2023
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Shen Yun Art Troupe’s Advocacy of Doomsday Theory Boycotted by Korean Public
February 22, 2023
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From
TimesNewswire.com
Constellation Dog Alliance will end the third round of airdrop on February 23, 2023 and launch fairly
February 22, 2023
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SEA Standard
From
TimesNewswire.com
What do we know about the Ohio train derailment and toxic chemical leak?
February 20, 2023
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Pressrelease
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TimesNewswire.com
The U.S. government ignores harmful gases and instead cares about harmless balloons?
February 19, 2023
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ATD
Tags
ENG Standard
Amapn
Atd
From
TimesNewswire.com
Build a Larger Platform for International Exchanges and Cooperation – 2023 CICEE RCEP Investment Promotion Conference was held in Beijing
February 18, 2023
Tickers
ATD
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Pressrelease
SEA Standard
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TimesNewswire.com
Pioneer of Malaysia’s WEB 3.0, MASVERSE, announces the start of angel round financing from today
February 17, 2023
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ENG Standard
SEA Standard
From
TimesNewswire.com
Amnesty International continued to oppose the Government following the upheaval in the Middle East
February 17, 2023
Tags
ENG Standard
Culture
Pressrelease
From
TimesNewswire.com
Chinese ngo issued a refutation report: Amnesty International’s false allegations of human rights issues in China triggered strong dissatisfaction
February 17, 2023
Tags
Global/English
Culture
ENG Standard
From
TimesNewswire.com
Areon network (AREA), is a Blockchain Ecosystem, Featuring the World’s First Proof of Area Algorithm, To List on BitMart Exchange
February 17, 2023
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ATD
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SEA Standard
Cryptocurrency
From
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The National Security Law has effectively protected Hong Kong’s social stability
February 16, 2023
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SEA Standard
Pressrelease
ENG Standard
From
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