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about us
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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
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7 Stocks That Could Be the Next Amazon or Google: March 2024 Edition
March 25, 2024
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BIDU
JD
MELI
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NYSE:BABA,NASDAQ:BIDU,NASDAQ:JD,NASDAQ:MELI,NASDAQ:PDD,NYSE:SE,OTCMKTS:TCEHY
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March 24, 2024
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March 22, 2024
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Possible Stock Splits in 2024: 2 Top Growth Stocks Up 710% and 185% in 4 Years to Buy Now and Hold Long Term
March 21, 2024
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CRWD
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3 Emerging Tech Stocks With Triple-Digit Potential
March 20, 2024
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JD
MELI
NU
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7 Blockchain Stocks That Could Make Bitcoin’s Gains Look Like Chump Change
March 19, 2024
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ACN
AVGO
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ACN
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MercadoLibre Options Trading: A Deep Dive into Market Sentiment
March 18, 2024
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Benzinga
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Benzinga
The 3 Most Undervalued E-Commerce Stocks to Buy in March 2024
March 17, 2024
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BABA
EBAY
MELI
PDD
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PDD
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3 Growth Stocks That Deserve a Spot in Every Investor’s Portfolio
March 14, 2024
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MELI
TSLA
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March 13, 2024
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March 13, 2024
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March 10, 2024
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2 Potentially Explosive Stocks to Buy in March
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If You Invested $100 In This Stock 5 Years Ago, You Would Have $300 Today
March 08, 2024
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March 07, 2024
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March 05, 2024
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March 02, 2024
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DIS
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$1000 Invested In MercadoLibre 15 Years Ago Would Be Worth This Much Today
March 01, 2024
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Argentine Stocks Rebound As President Milei Eyes Potential New IMF Deal, Exit From Capital Controls
February 29, 2024
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IMF
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Decoding MercadoLibre's Options Activity: What's the Big Picture?
February 28, 2024
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Forget Etsy: Buy These 3 E-Commerce Stocks Instead
February 28, 2024
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PDD
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This $10 Hypergrowth Stock Might Be the Best You Can Buy for the Money
February 28, 2024
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Go Bullish on MercadoLibre Stock: 5 Reasons to Ignore the Bears
February 27, 2024
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7 Stocks That Google’s Updated AI Wants You to Buy
February 26, 2024
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