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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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Big Oil must decarbonize quicker, says UAE energy exec running the next U.N. climate summit
March 06, 2023
Tickers
ICLN
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UK:BRN00
NG00
ICLN
From
MarketWatch
Vanguard gets fresh pressure from retirement investors for relaxing its climate-change stance
March 06, 2023
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ICLN
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March 06, 2023
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CVX
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VWDRY
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From
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Earth-warming CO2 emissions hit a record high in 2022 as air travel roared back to life
March 02, 2023
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TSLA
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From
MarketWatch
Biden’s first veto could impact your 401(k) and how companies react to climate change
March 01, 2023
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BLK
ICLN
MSFT
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BLK
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ICLN
From
MarketWatch
Biden team sets first-ever Gulf of Mexico offshore wind sale
February 22, 2023
Tickers
ICLN
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ICLN
CL00
NG00
From
MarketWatch
President Carter was the first to put solar panels on the White House — Reagan removed them 7 years later
February 21, 2023
Tickers
ICLN
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CL00
NG00
ICLN
From
MarketWatch
Elon Musk Says This Energy Source Can Power A Civilization Over 100 Times Larger Than Ours
February 19, 2023
Tickers
ICLN
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Media
Benzinga
Elon Musk
From
Benzinga
Want to Invest in Renewable Energy but Don't Know How? Try This ETF.
February 11, 2023
Tickers
ENPH
ICLN
QCLN
SEDG
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TAN
QCLN
ICLN
From
Motley Fool
Biden claims green-job surge in State of the Union — is his boast justified?
February 07, 2023
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DUK
ICLN
NEE
TM
Tags
TM
DUK
TSLA
From
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The 3 Most Undervalued Renewable Energy Stocks for Your February Buy List
February 02, 2023
Tickers
EDPFY
EDRVY
FSLR
ICLN
Tags
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FSLR
PLUG
From
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Bull vs. Bear: Are Equities the Right Play for the Energy Transition?
February 01, 2023
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KGRN
KMET
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iShares
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From
ETF Trends
The globe spent $1 trillion in 2022 transitioning to cleaner energy. That’s the same amount that backed oil and gas.
January 31, 2023
Tickers
ICLN
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ICLN
CL00
NG00
From
MarketWatch
Amazon’s record clean- energy purchase sets a course to operate on 100% renewables in just 2 years
January 31, 2023
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AMZN
GOOGL
ICLN
META
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AMZN
GOOGL
CL00
From
MarketWatch
Execs stick to climate goals for now, but a weaker economy could change their minds
January 31, 2023
Tickers
HON
ICLN
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ICLN
HON
NG00
From
MarketWatch
Want a rebate to upgrade home electric or swap to solar? There’s good news and bad news
January 28, 2023
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GM
ICLN
TSLA
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TSLA
ICLN
GM
From
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How to invest in ‘green steel’ disrupters: U.S. company gets ArcelorMittal backing and more stocks to watch
January 27, 2023
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F
GM
ICLN
MSFT
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NUE
MSFT
TSLA
From
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3 ETFs That Are All You Need for Retirement
January 26, 2023
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ICLN
SPY
VIG
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Recent Press Releases
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From
Motley Fool
Fed’s Brainard considered for the White House National Economic Council. What does the NEC director do?
January 25, 2023
Tickers
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KBE
PAVE
SPX
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SPX
From
MarketWatch
Climate investing is ‘a matter of value, not values,’ says State Street’s O’Hanley
January 23, 2023
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ICLN
STT
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CL00
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MarketWatch
BlackRock’s Fink says climate and ESG-investing attacks getting ugly, personal
January 17, 2023
Tickers
BLK
ICLN
TSLA
Tags
CL00
BLK
TSLA
From
MarketWatch
Exxon’s own scientists flagged accurate climate risks even as company execs cast doubt, new study finds
January 12, 2023
Tickers
CVX
ICLN
XOM
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CL00
UK:BP
NG00
From
MarketWatch
Our democracy can’t do what’s needed — just look at our crumbling power grid
December 12, 2022
Tickers
ICLN
XLU
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ICLN
XLU
CL00
From
MarketWatch
World awaits U.S. nuclear fusion breakthrough — but experts warn commercial viability a decade away
December 12, 2022
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ICLN
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CL00
NG00
ICLN
From
MarketWatch
Humanity Is A Weapon Of Mass Extinction, UN Leader Says, 'What Example Are We Setting' For Our Children
December 12, 2022
Tickers
ICLN
TAN
TSLA
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Antonio Guterres
clean energy
United Nations
From
Benzinga
Bullish 2023 renewable-energy view driven by IRA’s offshore-wind incentive and more solar on homes
December 07, 2022
Tickers
FAN
ICLN
XLU
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ICLN
FAN
CL00
From
MarketWatch
Climate change turns younger people against having kids. What happens when they’re asked about adoption?
December 06, 2022
Tickers
ICLN
WNDY
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RB00
ICLN
WNDY
From
MarketWatch
Retirement stock plans can use ESG scrutiny, new rule at Labor Department says
November 22, 2022
Tickers
ESGU
ICLN
TSLA
Tags
ICLN
TSLA
CL00
From
MarketWatch
COP27 wins and losses: U.S. on the hook to pay for its pollution; natural gas gets nod as transition fuel
November 20, 2022
Tickers
AAPL
AMZN
BP
F
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ICLN
BP
XOM
From
MarketWatch
Do your relatives pick fights on climate change? Push back with investment tips, says Morningstar panel
November 18, 2022
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F
ICLN
META
TSLA
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TSLA
ICLN
META
From
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