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home
about us
Investment Approach
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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
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Bitcoin Miners Core Scientific, Riot Platforms, CleanSpark, Iris Energy See Price Targets Slashed: Bernstein
March 20, 2025
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CLSK
CORZ
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March 17, 2025
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March 14, 2025
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Trump Administration Signals Aggressive Cost-Neutral Bitcoin Accumulation Strategy
March 14, 2025
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Donald Trump
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Benzinga
3 Stocks That Turned $30,000 Into More Than $560,000 in Just 5 Years
March 14, 2025
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MSTR
NVDA
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Market News
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From
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Bitcoin Miners Ride The BTC Boom, But Costs Tell A Different Story: JPMorgan Analyst
March 13, 2025
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BITCOMP
CIFR
CLSK
IREN
Tags
RIOT
Benzinga
Cryptocurrency
From
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10 Information Technology Stocks With Whale Alerts In Today's Session
March 11, 2025
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APP
ASML
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March 10, 2025
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AMD
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Why Bitcoin and Related Stocks Plunged This Weekend
March 10, 2025
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IBIT
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Market News
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From
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Bitcoin Drop Shakes Crypto Stocks As Coinbase, Robinhood, MARA, Riot Dip: Do Traders See A Bargain?
March 10, 2025
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BITCOMP
COIN
HOOD
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Bilibili, MARA And ZEEKR Are Among Top 8 Mid-Cap Gainers Last Week (Mar 3-Mar 7): Are The Others In Your Portfolio?
March 09, 2025
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4 Bitcoin Stocks Set For Growth: Analyst Highlights High-Performance Computing As Key Catalyst
March 07, 2025
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This Coinbase Global Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday
March 07, 2025
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Expert Outlook: MARA Holdings Through The Eyes Of 7 Analysts
March 07, 2025
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March 06, 2025
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March 04, 2025
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Benzinga
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What's Going On With Bitcoin Mining Stocks MARA Holdings And Riot Platforms Tuesday?
March 04, 2025
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Bitcoin Mining ETFs Under Pressure As Falling Profits Weigh On Miners
March 03, 2025
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BITS
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Bitcoin Mining Stocks Are Surging Monday: What's Driving The Action?
March 03, 2025
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BITCOMP
CLSK
MARA
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From
Benzinga
Here's How Much $100 Invested In MARA Holdings 5 Years Ago Would Be Worth Today
February 28, 2025
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Why MARA Holdings Stock Is Soaring Today
February 27, 2025
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Trump's Tariffs, Potential 'Stagflation': What's Driving Markets Thursday?
February 27, 2025
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MARA Holdings Surges On Record Q4 Revenues, Analysts Weigh In
February 27, 2025
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Needham
From
Benzinga
What's Going On With MARA Stock Thursday?
February 27, 2025
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From
Benzinga
MARA Holdings Stock Spikes Over 7% In After-Hours Trading As CEO Assures Commitment To 'Made In USA' Bitcoin Mining
February 26, 2025
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
bitcoin
Markets
Fred Thiel
From
Benzinga
Nvidia, MARA Holdings, Snowflake, Applovin, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
February 26, 2025
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APP
EVS
MARA
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Tags
Shivdeep Dhaliwal
News
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From
Benzinga
MARA Holdings Q4 Earnings Highlights: Record Revenue, Net Income, Bitcoin Holdings Hit 44,893 BTC
February 26, 2025
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AI
BITCOMP
MARA
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Benzinga
Nvidia Earnings On Deck, SMCI Regains Compliance: What's Driving Markets Wednesday?
February 26, 2025
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From
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