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home
about us
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Event Schedule
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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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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Congress returns to face big to-do list: Israel and Ukraine aid, possible border or tax deals, and more
November 26, 2023
Tickers
ITA
Tags
BTCUSD
ITA
From
MarketWatch
The 3 Best Defense Stocks to Buy Now: November Edition
November 18, 2023
Tickers
AVAV
ITA
PLTR
RTX
Tags
NYSE:RTX,NYSE:PLTR,NASDAQ:AVAV,BATS:ITA
PLTR
Stocks to Buy
From
InvestorPlace
A $106 Billion Package For Ukraine And Israel Is Tearing GOP Leadership Apart
October 30, 2023
Tickers
BA
GD
ITA
LDOS
Tags
XAR
Mike Johnson
GD
From
Benzinga
Defense Stocks Surge As Israel Says It Thwarts Seaborne Hamas Attack; US Issues Warnings To Iran
October 24, 2023
Tickers
EIS
GLD
ITA
PPA
Tags
israel hamas
$BTC
RTX
From
Benzinga
House Republicans vote against keeping Jim Jordan as their nominee for speaker
October 20, 2023
Tickers
ITA
Tags
ITA
From
MarketWatch
Israel, Ukraine aid could run up against House dysfunction, making for ‘tragedy’: analyst
October 20, 2023
Tickers
ITA
Tags
ITA
From
MarketWatch
Biden seeks $14 billion for Israel, $61 billion for Ukraine in request to Congress
October 20, 2023
Tickers
ITA
Tags
ITA
From
MarketWatch
Israel–Hamas war boosts U.S. defense ETFs, but why it won’t help stocks for long
October 19, 2023
Tickers
BITO
GD
GDX
GDXJ
Tags
TSLY
UNG
NVDQ
From
MarketWatch
30-Year Yields Rise Above 5% As Biden Announces 'Unprecedented' Congress Support For Israel
October 18, 2023
Tickers
GLD
GOLD
ITA
SPY
Tags
TLT
ITA
defense stocks
From
Benzinga
House speaker election: Jim Jordan racks up endorsements before vote at noon Tuesday
October 16, 2023
Tickers
COMP
DJIA
ITA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
How the Israel-Hamas war is rippling through markets and hurting Israel-focused ETF
October 16, 2023
Tickers
COMP
DJIA
EIS
ISRA
Tags
ITA
COMP
IZRL
From
MarketWatch
You Can't Control the Hottest Sectors, But You Can Control What You Do About Them
October 15, 2023
Tickers
CVX
ITA
LMT
VDE
Tags
VDE
CVX
LMT
From
Motley Fool
The new House speaker shortlist is shaping up to be Jim Jordan, Steve Scalise — and maybe Kevin McCarthy
October 10, 2023
Tickers
AAPL
GOOG
ITA
META
Tags
GOOG
AAPL
ITA
From
MarketWatch
Surging aerospace and defense stocks lift these ETFs as investors monitor Israel-Hamas war
October 09, 2023
Tickers
BA
COMP
DJIA
GD
Tags
DJIA
XAR
GD
From
MarketWatch
Iran oil-related sanctions could come out of Congress in wake of Hamas attack on Israel
October 09, 2023
Tickers
ITA
Tags
ITA
CL00
CL/1
From
MarketWatch
Kevin McCarthy’s ouster means chance of government shutdown next month ‘just went up to 80%,’ analyst says
October 04, 2023
Tickers
ITA
MSOS
SMH
SOXX
Tags
XLV
SPX
BTCUSD
From
MarketWatch
McCarthy's Ouster Amplifies Congressional Tensions; Goldman Sachs Anticipates Q4 Shutdown: Stock Market Implications Loom
October 04, 2023
Tickers
BA
ITA
LMT
PBW
Tags
House Speaker
TAN
LMT
From
Benzinga
3 Defense Stocks to Dump Before the Damage Is Done
October 02, 2023
Tickers
ITA
KAMN
MRCY
SPCE
Tags
Market News
MRCY
SPCE
From
InvestorPlace
Don’t Sweat a Government Shutdown. Stocks May Go UP.
September 29, 2023
Tickers
BA
ITA
LMT
NOC
Tags
BA
ITA
LMT
From
InvestorPlace
How The US-Saudi Defense Pact Could Reshape Middle East Geopolitics
September 29, 2023
Tickers
ASIA
BA
ITA
LMT
Tags
ITA
defense stocks
Large Cap
From
Benzinga
US State Department Preps For Possible Government Shutdown
September 28, 2023
Tickers
ITA
Tags
Market News
ETFs
us shutdown
From
Benzinga
Lockheed Martin Faces Steepest Monthly Drop In 3 Years As Government Shutdown Looms
September 26, 2023
Tickers
ECON
ITA
LDOS
LMT
Tags
Large Cap
ITA
defense stocks
From
Benzinga
Government shutdown: Analysts warn of ‘perhaps a long one lasting into the winter’
September 19, 2023
Tickers
ITA
SPX
Tags
SPX
ITA
From
MarketWatch
Biden says Ukraine must not be ‘carved up,’ as Republicans challenge funding for that nation’s war vs. Russia
September 19, 2023
Tickers
ITA
Tags
ITA
From
MarketWatch
Tech, AI ETFs are soaring, but flows show investors holding back
September 14, 2023
Tickers
AAPL
AMZN
BOTZ
CLOU
Tags
XLK
META
VGT
From
MarketWatch
SpaceX-Ukraine Saga Ends As Pentagon Engages Elon Musk's Company
September 14, 2023
Tickers
ITA
Tags
Elon Musk
Government
Benzinga
From
Benzinga
2 Major Sectors Will Likely Take The Hit If Government Shuts Down In October
September 13, 2023
Tickers
ACM
BA
FLR
GD
Tags
FLR
NOCE
Joe Biden
From
Benzinga
20 stocks of aerospace and defense companies expected to grow sales most quickly through 2025
September 13, 2023
Tickers
AMZN
ARKX
AVAV
AXON
Tags
ARKX
KBR
TER
From
MarketWatch
RTX to book $3 billion charge for powder-metal condition in some Pratt & Whitney engines
September 11, 2023
Tickers
ITA
RTX
SPX
Tags
SPX
ITA
RTX
From
MarketWatch
US Defense Department To Deploy Thousands Of Fully-Autonomous, AI-Controlled Units By 2025
September 06, 2023
Tickers
BA
ITA
LMT
NOC
Tags
LMT
Markets
BA
From
Benzinga
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