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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
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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
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Here’s what the COP28 pact to phase out fossil fuels means for oil
December 13, 2023
Tags
CL/1
NG00
UK:BRN00
From
MarketWatch
EIA expects power from solar, wind generation to top coal next year
December 12, 2023
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CLF24
NG00
CL/1
From
MarketWatch
Nikki Haley has ‘all of the momentum’ ahead of latest GOP debate, but still faces tough path to toppling Trump
December 03, 2023
Tickers
JPM
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RB00
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NG00
From
MarketWatch
DeSantis promises to ‘rein in’ the Fed to fight inflation, as Scott says he’d bring back Keystone XL pipeline
November 08, 2023
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CL00
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XLE
From
MarketWatch
Wind power is losing in New Jersey, but winning in Virginia. Here’s where the rest of the U.S. stands.
November 02, 2023
Tickers
BP
D
EQNR
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NG00
DK:ORSTED
EQNR
From
MarketWatch
Amazon kicks more plastic packaging to the curb in favor of a new paper
November 01, 2023
Tickers
AMZN
DOW
TSLA
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NG00
AMZN
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From
MarketWatch
Natural-gas prices surge 22% in October as traders look to winter heating demand
October 31, 2023
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NG00
NGZ23
From
MarketWatch
Israel-Hamas war has potential to fuel oil-price shock that can disrupt food security: World Bank
October 31, 2023
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UK:BRNZ23
CL/1
NG00
From
MarketWatch
Here are the commodities that bucked the week’s downtrend in the sector
October 06, 2023
Tickers
BKR
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CLX23
UK:BRN00
OJX23
From
MarketWatch
Here’s the surprising state getting a boost from Amazon.com’s renewable-energy projects
September 28, 2023
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AMZN
TAN
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CL00
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AMZN
From
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Here’s how the Republican presidential candidates say they’ll whip inflation
September 26, 2023
Tickers
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XLE
XOP
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DXY
XLE
CL00
From
MarketWatch
Big-state governors aim to quadruple number of high-efficiency heat pumps in U.S. homes and buildings by 2030
September 21, 2023
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NG00
From
MarketWatch
UAE oil exec and leader of next climate summit tells U.N., energy industry to ‘get after gigatons’ of emissions
September 20, 2023
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NG00
From
MarketWatch
More banks need to join climate pledge, Treasury’s Yellen says in issuing new guidance
September 19, 2023
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CL00
NG00
From
MarketWatch
How a conservative group sees a climate-focused energy transition that includes gas and nuclear
September 14, 2023
Tickers
AMZN
BRK-B
CVX
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CL00
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BRK/B
From
MarketWatch
ExxonMobil stock gains as oil price rises, reflects little reaction to accusatory report on climate-change denial
September 14, 2023
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XOM
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NG00
XOM
DJIA
From
MarketWatch
California advances first-in-nation law demanding big companies reveal all emissions
September 12, 2023
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CVX
GOOGL
MSFT
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From
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Apple to drop plastic packaging by end of next year; no leather cases for iPhone15
September 12, 2023
Tickers
AAPL
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NG00
AAPL
From
MarketWatch
Why Hurricane Idalia hasn’t supported U.S. natural-gas prices
August 29, 2023
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NG00
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NGU23
From
MarketWatch
Ramaswamy calls climate change a ‘hoax.’ Then the topic all but disappears from the Republican debate.
August 24, 2023
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COP
CVX
ICLN
TSLA
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CVX
TSLA
From
MarketWatch
How will energy, climate change and EVs feature in the first Republican debate?
August 22, 2023
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TSLA
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NG00
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RB00
From
MarketWatch
Richest 10% linked to 40% of the emissions warming Earth. Should we tax investments accordingly?
August 18, 2023
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SPX
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RB00
NG00
SPX
From
MarketWatch
Atlantic hurricane season ready to rile up storm clouds for oil and gas
August 18, 2023
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NGU23
CLU23
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From
MarketWatch
Biden calls IRA ‘one of the most significant laws’ ever as he promotes climate investments
August 16, 2023
Tickers
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IXJ
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NG00
IXJ
CL00
From
MarketWatch
Biden’s IRA is loaded with tax-saving energy and climate moves. Who would guess it from the name?
August 16, 2023
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CL00
NG00
From
MarketWatch
Climate winners and losers as the Inflation Reduction Act hits 1-year anniversary
August 16, 2023
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CVX
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XLU
XOM
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CVX
NG00
XLU
From
MarketWatch
What Hawaii’s deadly wildfire teaches all American towns about climate risks
August 11, 2023
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NG00
CL00
From
MarketWatch
Climate change and carbon capture: Texas, Louisiana score federal money for largest ever U.S. direct-air effort
August 11, 2023
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MSFT
OXY
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From
MarketWatch
Biden leverages Arizona’s extreme heat, majestic Grand Canyon to revive climate-focused law that confuses Americans
August 08, 2023
Tickers
RIVN
TAN
TSLA
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TSLA
KR:373220
CL00
From
MarketWatch
Modern-day Oppenheimers see the future of nuclear energy — and it’s mobile
August 01, 2023
Tickers
ICLN
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NG00
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From
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