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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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Super Micro Computer Suffers 80% Fall From AI Peak, Traders Wary Ahead Of Q3 Earnings
May 06, 2025
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March 19, 2025
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February 07, 2025
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Bill Ackman Says Hindenburg Research Closing 'A Big Loss,' Praises Short Seller's Contribution To Markets: 'Short Selling Is Really Hard'
January 16, 2025
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HLF
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NKLA
Tags
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From
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Carvana: Bumpy Ride Or Comeback Story? Here's What The Technicals Suggest
January 16, 2025
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Stories That Matter
From
Benzinga
India's Second Richest Man's Conglomerate, Rattled By Hindenburg Research's Damning Report In 2023, Adds Over $5.9 Billion After Short Seller Shuts Shop
January 16, 2025
Tickers
CVNA
IEP
NEWS
NKLA
Tags
Equities
IEP
SQ
From
Benzinga
From Adani To Nikola: How Hindenburg Research Reshaped Short-Selling Before Its Final Bow
January 15, 2025
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CVNA
IEP
NEWS
NKLA
Tags
Kaustubh Bagalkote
Market News
News
From
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Hindenburg Research Is Closing Up Shop: 'We Shook Some Empires That We Felt Needed Shaking'
January 15, 2025
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IEP
NEWS
RBLX
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From
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Carvana Chart Weakens As Momentum Indicators Turn Bearish, Short Report Hits
January 03, 2025
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KMX
TECH
Tags
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Carvana, Unity Software, SuperCom, Rigetti Computing, Tesla: Why These 5 Stocks Are On Investors' Radars Today
January 02, 2025
Tickers
CVNA
EVS
NEWS
RGTI
Tags
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RGTI
CVNA
From
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Roblox Introduces Stricter Parental Controls For Users Under 13
October 24, 2024
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NEWS
RBLX
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Hindenburg Research
video games
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From
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Short Seller Showdown: The Bear Cave Accuses Hindenburg Of Plagiarism
October 16, 2024
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RBLX
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News
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From
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Roblox Denies Hindenburg's Accusations Of Inflating Metrics, Failing At Child Safety — Calls Them 'Misleading'
October 09, 2024
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RBLX
Tags
Benzinga
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From
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Super Micro Computer Stock Falls On Report Of DOJ Probe: What To Know
September 26, 2024
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NEWS
SMCI
Tags
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News
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From
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Hindenburg Research Took On One Of The World's Wealthiest People And Came Away With Little Profit To Show For It
July 07, 2024
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NEWS
Tags
AI Generated
Hindenburg Research
News
From
Benzinga
Axos Fights Back Against Short Seller's 'Evergreening' Allegations
June 05, 2024
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AX
EES
NEWS
ZIG
Tags
Short Sellers
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Markets
From
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Tesla Bull Highlights 'Wonderful Opportunity' For Short Seller Hindenburg Research: This Time, It's Trump's Media Company
March 27, 2024
Tickers
DJT
NEWS
TECH
Tags
Muddy Waters
Social Media
Benzinga
From
Benzinga
Hindenburg Research Targets Equinix In New Short Report Claiming Data Center Firm Is Selling 'AI Pipe Dream'
March 20, 2024
Tickers
AI
EQIX
NEWS
Tags
Hindenburg Research
Expert Ideas
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From
Benzinga
Short-Seller Blasts Icahn Again, Alleges Fraud: 'Where Is This Money Coming From?'
May 11, 2023
Tickers
IEP
Tags
Carl Icahn
Hindenburg Research
Short Sellers
From
Benzinga
Icahn Enterprises Fires Back At Hindenburg's Ponzi-Like Scheme Allegations: 'Intended Solely To Generate Profits'
May 03, 2023
Tickers
IEP
Tags
Markets
Short Sellers
Carl Icahn
From
Benzinga
Block Investors Are Pulling Back, But These Analysts Are Unfazed By Short Report From 'Novice Industry Outsider'
March 24, 2023
Tickers
PYPL
SQ
Tags
Morgan Stanley
James Faucette
Analyst Color
From
Benzinga
Jack Dorsey's Wealth Erodes By $526M After Hindenburg Report
March 24, 2023
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SQ
TECH
Tags
Benzinga
SQ
Media
From
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Tesla, Block, Netflix, DiamondHead, Amprius: Why These 5 Stocks Are Drawing Heavy Attention Today
March 23, 2023
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NFLX
SQ
Tags
electric vehicles
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From
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Block Claps Back At Short Seller Who Is Targeting Jack Dorsey, Adani: 'Factually Inaccurate And Misleading'
March 23, 2023
Tickers
SQ
TECH
Tags
Jack Dorsey
Hindenburg Research
Fintech
From
Benzinga
Short Seller That Sunk Second-Richest Man Has New Target, And Jack Dorsey Is In The Crosshairs
March 23, 2023
Tickers
SQ
Tags
Donald Trump
Short Ideas
Social Media
From
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Hindenburg Research Says 'Another Big One' Coming After Adani Exposé: What Will It Be?
March 22, 2023
Tags
Benzinga
Market News
Top Stories
From
Benzinga
Pinebridge Is Loading Up On Indian Stocks As Adani-Hindenburg Saga Brings Fresh Opportunity
February 24, 2023
Tags
Markets
Hindenburg Research
Global
From
Benzinga
Apple, Amazon, Walmart: Adani Group Is Trading At Higher Valuations Than These Companies Despite Market Rout
February 13, 2023
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AMZN
ASIA
WMT
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AMZN
Markets
Adani Group
From
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Amid Hindenburg-Adani Row, Jokowi Warns Indonesian Financial Regulators To Tighten Strings
February 06, 2023
Tickers
ASIA
Tags
Adani Group
Benzinga
Hindenburg Research
From
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Gautam Adani Drops Out Of 10 Wealthiest List: Here's How His Loss Stacks Up To Musk, Zuckerberg And SBF
February 04, 2023
Tickers
META
TSLA
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Bill Gates
Bill Ackman
Mark Zuckerberg
From
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