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home
about us
Investment Approach
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Market Analysis Summary
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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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Market Talk - Wednesday, Aug. 6
August 06, 2025
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AAXJ
DAX
FXE
FXY
Tags
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UUP
From
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UUP
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August 06, 2025
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Tickers
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GLD
OIL
SPX
Tags
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August 06, 2025
Tickers
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FXB
FXE
FXY
Tags
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Market News
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Tickers
BITCOMP
FXB
FXE
FXY
Tags
FXY
BITCOMP
SPX
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EUR/USD Consolidates Gains As US Data Revives Stagflation Concerns
August 06, 2025
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UUP
Tags
Currencies/Forex
Market News
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FX Daily: Two Kevins, One Spot
August 06, 2025
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FXE
UUP
Tags
FXE
UUP
Market News
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Financial Markets Report For Tuesday, Aug 5
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Tickers
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BNO
DIA
FXB
Tags
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UCO
Market News
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Market Talk - Tuesday, Aug. 5
August 05, 2025
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AAXJ
DAX
FXE
FXY
Tags
DAX
AAXJ
FXE
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How To Trade Forex On News Releases
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FXE
FXF
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FXY
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August 05, 2025
Tickers
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UUP
Tags
Currencies/Forex
Market News
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UUP
Tags
Currencies/Forex
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EUR/USD Pressured By External Factors
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UUP
Tags
Market News
Currencies/Forex
FXE
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Daily Market Outlook - Tuesday, Aug. 5
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FXB
FXE
FXY
Tags
Cryptocurrencies
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FXB
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EUR/USD Holds Near Recent Highs As Hopes Of Imminent Fed Cuts Hurt The US Dollar
August 05, 2025
Tickers
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UUP
Tags
Market News
Currencies/Forex
UUP
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FX Daily: BRICS Under Fire
August 05, 2025
Tickers
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FXF
UUP
Tags
Market News
Currencies/Forex
FXF
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Tickers
BITCOMP
BNO
DIA
FXB
Tags
BITCOMP
UNG
UCO
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Analytical Overview Of The Main Currency Pairs - Monday, Aug. 4
August 04, 2025
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FXB
FXE
FXY
UUP
Tags
FXB
FXE
XAU
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August 04, 2025
Tickers
BITCOMP
FXB
FXE
FXY
Tags
SPX
Market News
Currencies/Forex
From
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EUR/USD Forex Signal: Bullish Outlook As US Economic Risks Emerge
August 04, 2025
Tickers
FXE
UUP
Tags
Market News
Currencies/Forex
FXE
From
TalkMarkets
FX Daily: Three Reasons For The Dollar To Stay Pressured This Week
August 04, 2025
Tickers
FXB
FXE
UUP
Tags
Currencies/Forex
Market News
FXE
From
TalkMarkets
EUR/USD Weekly Forecast: Dynamic Outlooks Causing Swirling Trading Sentiment
August 03, 2025
Tickers
FXE
UUP
Tags
Market News
Currencies/Forex
UUP
From
TalkMarkets
Pairs In Focus - Sunday, Aug. 3
August 03, 2025
Tickers
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FXA
FXB
FXE
Tags
FXY
BITCOMP
Market News
From
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August 03, 2025
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DBO
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August 2025 Monthly
August 02, 2025
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FXC
FXE
Tags
Currencies/Forex
Market News
FXY
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August 02, 2025
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DAX
FXC
FXE
GLD
Tags
UUP
SPY
OIL
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EUR/USD Week Ahead Analysis
August 02, 2025
Tickers
FXE
UUP
Tags
Currencies/Forex
Market News
UUP
From
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Bank Of England Set To Cut Rates Amid Jobs Market Jitters
August 02, 2025
Tickers
FXB
FXE
UUP
Tags
Market News
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UUP
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The Weekender: Jobs Report To Powell, ‘Hold My Beer'
August 01, 2025
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FXY
META
Tags
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SPX
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