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home
about us
Investment Approach
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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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Will you be able to travel more this year? Here’s how things look for employees who want to balance work with vacation.
January 11, 2022
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H
MAR
WE
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AXP
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MAR
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How to see the Super Bowl with points and miles
January 11, 2022
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Apple’s Milestone Is Paving the Way for an Explosion of Wealth for Smaller Tech Companies
January 06, 2022
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INFN
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NASDAQ:AAPL,NASDAQ:INFN,NYSE:CIEN,NASDAQ:SABR,OTCMKTS:AMADY,NASDAQ:TRIP,NASDAQ:MAR
Market Insight, Financial Articles
AMADY
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4 Surprise Nasdaq Stock Winners on a Tough Tuesday
January 04, 2022
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MAR
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^IXIC
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From
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Melco Partners With Marriott To Develop W Hotel In Macau
December 22, 2021
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MAR
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From
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Why Travel and Entertainment Stocks Bounced Higher on Tuesday
December 21, 2021
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7 Re-Opening Stocks to Buy If Omicron Proves Mild
December 20, 2021
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CHH
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Monday Market News: Why Are Stocks Down Today?
December 20, 2021
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Room Service: Nightfood Wants to Sweep Through the Hospitality Industry With Sleep-Friendly Midnight Snacks
December 16, 2021
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H
HSY
MAR
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From
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Hyatt Hotels Trading At 'Unjustified' Discount, Set To Grow More Than Peers: Analyst
December 14, 2021
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HLT
MAR
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Initiation
MAR
HLT
From
Benzinga
Marriott's in the Metaverse: Will More Hotel Brands Take the Virtual Plunge?
December 13, 2021
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How Has Airbnb Fared in 2021?
December 10, 2021
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MAR
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How to save on holiday flights and hotels
December 06, 2021
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HLT
IHG
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From
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EXCLUSIVE: How Selina Is Disrupting The Hospitality Industry, Targeting Millennials + Gen Z And Growing With SPAC Deal
December 05, 2021
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MAR
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Market Recap: Why Are Stocks Down This Week?
December 03, 2021
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How to Make Sense of These 2 Surprising Stock Moves
December 02, 2021
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Why Travel and Leisure Stocks Jumped on Thursday
December 02, 2021
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MAR
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Recent Press Releases
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Hotel Stocks: Why MAR, H, HLT, WH, CHH and IHG Are Booking Gains Today
December 02, 2021
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BNTX
CHH
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From
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Make your traveling easier with these tech tips
December 02, 2021
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7 Travel Stocks to Pack in Your Portfolio Ahead of Holiday Trips
November 29, 2021
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BKNG
CCL
CRUZ
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MAR
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From
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13 Gaming And Lodging Stocks To Buy On The Omicron Dip
November 29, 2021
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BYD
CHDN
CHH
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Benzinga
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From
Benzinga
Why Travel Stocks Tanked on Friday
November 26, 2021
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BKNG
EXPE
MAR
SABR
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Recent Press Releases
MAR
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Will a New COVID-19 Variant Sink These Long-Struggling Stocks for Good?
November 26, 2021
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CCL
DIS
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Airbnb Stock: Bull vs. Bear
November 24, 2021
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AMZN
BKNG
CHH
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CHH
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Better Buy: Airbnb vs. Shopify
November 16, 2021
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ABNB
HLT
MAR
SHOP
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ABNB
Recent Press Releases
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Motley Fool
Analyst Ratings For Marriott Intl
November 08, 2021
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MAR
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BZI/AAR
Analyst Ratings
Benzinga
From
Benzinga
Top Five Tech Stocks for 2022
November 05, 2021
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AKAM
AMADY
CIEN
ERIC
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AKAM
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From
InvestorPlace
What 5 Analyst Ratings Have To Say About Marriott Intl
November 04, 2021
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MAR
Tags
BZI/AAR
MAR
Market News
From
Benzinga
Marriott International, inc (MAR) Q3 2021 Earnings Call Transcript
November 03, 2021
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MAR
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Market News
MAR
From
Motley Fool
U.S. stock futures hold steady as investors wait for Fed decision
November 03, 2021
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ATVI
BBBY
COMP
EA
Tags
ATVI
KR
BBBY
From
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