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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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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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Equinix, Digital Realty REITs In Focus As AI Frenzy Drives $50 Billion Data Center Construction Surge
May 14, 2026
Tickers
DLR
EQIX
ICF
NEWS
Tags
USRT
Market News
Data Center
From
Benzinga
Elizabeth Warren Targets Amazon, Google, Microsoft And Meta After Warning That AI Data Centers 'Use As Much Electricity As 100,000 Households'
May 13, 2026
Tickers
AMZN
CRWV
DLR
EQIX
Tags
data centers
AMZN
GOOG
From
Benzinga
The Best Dividend Stocks to Buy and Hold Forever in 2026
May 08, 2026
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AMZN
EQIX
O
PLD
Tags
O
Market News
AMZN
From
Motley Fool
Where Will Oklo Stock Be in 3 Years?
May 07, 2026
Tickers
EQIX
OKLO
Tags
Market News
EQIX
Recent Press Releases
From
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What's Driving the Market Sentiment Around Equinix?
August 25, 2025
Tickers
EQIX
Tags
Benzinga
Market News
BZI/SHORTHIST
From
Benzinga
Equinix: Powering The Digital World’s Connections
August 24, 2025
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EQIX
Tags
Market News
Technology
Stocks / Equities
From
TalkMarkets
An Open Letter To Warren Buffett
August 23, 2025
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AAPL
EGP
ELS
EQIX
Tags
O
Real Estate & REITs
ELS
From
TalkMarkets
The Analyst Verdict: Equinix In The Eyes Of 19 Experts
August 20, 2025
Tickers
EQIX
Tags
Analyst Ratings
EQIX
BZI/AAR
From
Benzinga
America's Hottest New Real Estate Isn't For Humans—It's For AI
August 20, 2025
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AMZN
DLR
EQIX
GOOGL
Tags
DLR
Tech
META
From
Benzinga
Here's How Much You Would Have Made Owning Equinix Stock In The Last 20 Years
August 14, 2025
Tickers
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NEWS
Tags
EQIX
News
Trading Ideas
From
Benzinga
Jim Cramer: This Real Estate Stock Is 'Still Too Expensive'
August 13, 2025
Tickers
ALAB
ALB
EQIX
NEWS
Tags
Market News
Benzinga
Long Ideas
From
Benzinga
Equinix (EQIX) Q2 EPS Jumps 19%
August 01, 2025
Tickers
EQIX
Tags
Recent Press Releases
EQIX
Market News
From
Motley Fool
$100 Invested In Equinix 15 Years Ago Would Be Worth This Much Today
July 31, 2025
Tickers
EQIX
NEWS
Tags
Trading Ideas
EQIX
News
From
Benzinga
Meta, Microsoft Power Wall Street To New Records Despite Inflation Jump: What's Moving Markets Thursday?
July 31, 2025
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AAPL
ABBV
AEE
AES
Tags
XEL
Large Cap
UDR
From
Benzinga
Earnings Scheduled For July 30, 2025
July 30, 2025
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ACR
ACT
ADP
AEM
Tags
RM
MFIN
SKWD
From
Benzinga
Is Equinix Gaining or Losing Market Support?
July 24, 2025
Tickers
EQIX
Tags
BZI/SHORTHIST
Short Ideas
Trading Ideas
From
Benzinga
Meta, Palantir, Amazon Are All-In On AI—Can Datacenters Keep Up?
July 17, 2025
Tickers
AMZN
CAT
CMI
DLR
Tags
Macro Economic Events
CAT
Benzinga
From
Benzinga
If You Invested $100 In This Stock 20 Years Ago, You Would Have This Much Today
July 17, 2025
Tickers
EQIX
NEWS
Tags
BZI/POD
Benzinga
Market News
From
Benzinga
Taiwan Semi's $100 Billion Plan; Housing Is Hot
July 15, 2025
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AMD
AVGO
BLD
DLR
Tags
MDLZ
PEP
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AI, Superman, and Solar's Kryptonite
July 15, 2025
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AMZN
BABA
BAM
BEPC
Tags
CRWV
GOOGL
EQIX
From
Motley Fool
1 No-Brainer Vanguard ETF to Invest $1,000 Into This July
July 07, 2025
Tickers
AMT
CCI
EQIX
O
Tags
SPG
CCI
O
From
Motley Fool
Here's How Much $1000 Invested In Equinix 20 Years Ago Would Be Worth Today
July 03, 2025
Tickers
EQIX
NEWS
Tags
News
EQIX
Trading Ideas
From
Benzinga
Equinix Stock Up 1.7% After Key Trading Signal
July 02, 2025
Tickers
EQIX
Tags
Trading Ideas
Technicals
Opinion
From
Benzinga
10 Incredible Growth Stocks Poised for Long-Term Gains
July 02, 2025
Tickers
ACHR
BBAI
EQIX
JOBY
Tags
ACHR
JOBY
LUNR
From
Motley Fool
Circle Internet, Hims & Hers Health And CoreWeave Are Among Top 10 Large Cap Losers Last Week (June 23-27): Are The Others In Your Portfolio?
June 29, 2025
Tickers
CF
CRCL
CRWV
DUOL
Tags
Top Stories
News
EC
From
Benzinga
The REIT Way To Own Mission-Critical Data Centers
June 28, 2025
Tickers
AMT
CDP
DLR
EQIX
Tags
PLD
IRM
AMT
From
TalkMarkets
Why Equinix Stock Was Swooning This Week
June 26, 2025
Tickers
EQIX
RJF
Tags
EQIX
Recent Press Releases
RJF
From
Motley Fool
Why Digital Realty Trust Stock Got Rocked Today
June 26, 2025
Tickers
DLR
EQIX
Tags
Market News
DLR
Recent Press Releases
From
Motley Fool
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