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EVENTS
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Investing During Uncertain Times
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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
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Intel Jumps Ahead Of Trump Meeting, Bitcoin Tops 120,000: What's Moving Markets Monday?
August 11, 2025
Tickers
ALB
AMD
BITCOMP
DIA
Tags
$BTC
Government
ELF
From
Benzinga
Gold Gets Rolled
August 11, 2025
Tickers
AMD
BTC
GDX
GLD
Tags
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Market News
From
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Monday's ETF with Unusual Volume: FISR
August 11, 2025
Tickers
FISR
SPLB
SPTI
SPTL
Tags
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From
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CONY, HUMN: Big ETF Inflows
August 11, 2025
Tickers
CONY
HUMN
Tags
ETFs
From
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SCHO, CBOY: Big ETF Outflows
August 11, 2025
Tickers
CBOY
SCHO
Tags
ETFs
From
ETF Channel
IEFA, SPOT, SE, CCEP: ETF Inflow Alert
August 11, 2025
Tickers
CCEP
IEFA
SE
SPOT
Tags
ETFs
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August 11, 2025
Tickers
HYG
IBND
LQD
Tags
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GSLC, NVDA, MSFT, AAPL: ETF Inflow Alert
August 11, 2025
Tickers
AAPL
GSLC
MSFT
NVDA
Tags
ETFs
From
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DFIS ETF Experiences Big Inflow
August 11, 2025
Tickers
DFIS
Tags
ETFs
From
ETF Channel
RSP, GNRC, IVZ, WDC: ETF Outflow Alert
August 11, 2025
Tickers
GNRC
IVZ
RSP
WDC
Tags
ETFs
From
ETF Channel
IWM, HIMS, GTLS, JOBY: Large Outflows Detected at ETF
August 11, 2025
Tickers
GTLS
HIMS
IWM
JOBY
Tags
ETFs
From
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Noteworthy ETF Inflows: VTV, MS, VZ, SCHW
August 11, 2025
Tickers
MS
SCHW
VTV
VZ
Tags
ETFs
From
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Noteworthy ETF Inflows: VIG, MMC, MDLZ, ELV
August 11, 2025
Tickers
ELV
MDLZ
MMC
VIG
Tags
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VYMI, QFIN, VIPS, ASX: Large Inflows Detected at ETF
August 11, 2025
Tickers
ASX
QFIN
VIPS
VYMI
Tags
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From
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QQQ, GOOG, TMUS, ISRG: ETF Outflow Alert
August 11, 2025
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GOOG
ISRG
QQQ
TMUS
Tags
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Notable ETF Outflow Detected - EMXC, NU, BAP, SCCO
August 11, 2025
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EMXC
NU
SCCO
Tags
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Trump's Tariff Storm Could Soon Hit American Consumers: Here's Why
August 11, 2025
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ECON
Tags
Econ #s
Regulations
Top Stories
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Weekly Strategy Update - Tech Gets The Headline Winners As Finance Continues To Roll
August 11, 2025
Tickers
ALAB
ALNY
AVGO
GFI
Tags
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Stocks / Equities
ALNY
From
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Analysts Predict 10% Upside For FSTA
August 11, 2025
Tickers
CVGW
ENR
FSTA
MZTI
Tags
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From
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Add Up The Parts: SCDS Could Be Worth $67
August 11, 2025
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HCAT
SCDS
TYRA
Tags
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From
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We Did The Math IVV Can Go To $708
August 11, 2025
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LHX
LYV
WYNN
Tags
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Analysts Expect TXS To Hit $39
August 11, 2025
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APPS
LUNR
SEI
TXS
Tags
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Look Under The Hood: TMED Has 37% Upside
August 11, 2025
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KYMR
RAPP
TMED
Tags
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Dimensional US Small Cap Value ETF -- Insider Buying Index Registering 11.6%
August 11, 2025
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ARW
DFSV
UMBF
Tags
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August 11, 2025
Tickers
DVY
NJR
RHI
UNM
Tags
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Implied FDM Analyst Target Price: $85
August 11, 2025
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FDM
REPX
SNCY
VMEO
Tags
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Implied PSL Analyst Target Price: $124
August 11, 2025
Tickers
CHEF
ELF
PSL
UTI
Tags
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From
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Implied SPXV Analyst Target Price: $77
August 11, 2025
Tickers
CCL
SPXV
TRGP
TTD
Tags
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Surprising Analyst 12-Month Target For DFSV
August 11, 2025
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AIOT
CNDT
DFSV
TOPS
Tags
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