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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Kering reports revenue that falls short of expectations after sales drop at Gucci, but remains upbeat for 2023
February 15, 2023
Tickers
FDS
Tags
FDS
FR:KER
From
MarketWatch
TUI revenue beats forecasts, with bookings ahead of prepandemic levels
February 14, 2023
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From
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These 3 Energy Stocks Should Have the Fuel to Continue Paying a Gusher of Dividends
February 11, 2023
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DVN
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From
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February 08, 2023
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FDS
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FDS
FR:GLE
From
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February 07, 2023
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BR
CARR
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Tags
TREX
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BNP Paribas reports disappointing quarter, but announces €5 billion in buybacks, lifts targets for 2022 to 2025
February 07, 2023
Tickers
FDS
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FDS
FR:BNP
From
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February 03, 2023
Tickers
FDS
SPB
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SPB
SE:ASSA/B
FDS
From
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February 02, 2023
Tickers
FDS
SAN
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February 02, 2023
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FDS
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Hennes & Mauritz swings to loss as higher costs, loss of Russian business weighs
January 27, 2023
Tickers
FDS
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FDS
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From
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LVMH posts forecast-beating sales of $24.78 billion, sees further growth ahead
January 27, 2023
Tickers
FDS
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IT:LVMH
UK:0HAU
FDS
From
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Diageo sees 9.4% jump in organic net sales for first half
January 26, 2023
Tickers
FDS
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FDS
UK:DGE
From
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Volvo Q4 net profit dips to $648.5 million as costs jump.
January 26, 2023
Tickers
FDS
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FDS
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Nokia posts forecast-beating profit of $1.02 billion, expects ‘another year of growth’
January 26, 2023
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NOK
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FDS
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STMicroelectronics revenue, profit jump on automotive, microcontrollers strength
January 26, 2023
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STM
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EasyJet expects higher 2023 profit as booking strength continues
January 25, 2023
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FDS
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UK:EZJ
FDS
XE:DBK
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ASML reports forecast beating profit of $1.96 billion on higher sales
January 25, 2023
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ASML
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Ericsson warns on near-term outlook as profit disappoints
January 20, 2023
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FDS
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Japan’s exports log 22nd straight month of growth in December
January 18, 2023
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MarketWatch
Pearson full-year underlying sales rise 5%
January 18, 2023
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Richemont sales slow due to tough comparisons, China COVID-19 disruptions
January 18, 2023
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Hugo Boss 2022 sales and earnings beat estimates
January 17, 2023
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U.K. economy unexpectedly expands in November despite persistent cost-of-living pressures
January 13, 2023
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Uniqlo owner’s shares slump after Q1 net profit falls 9.1%
January 12, 2023
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FactSet's Transition to Cloud Undervalued by Market, Analyst Upgrade Follows
January 12, 2023
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January 12, 2023
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January 12, 2023
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Netmarble shares rally after China approves foreign videogames
December 28, 2022
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U.K. economy contracted more than initially estimated in 3Q
December 22, 2022
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