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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
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World’s richest nations stick to 1.5-degree climate pledge despite energy crunch
November 16, 2022
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NG00
CL00
From
MarketWatch
America needs shared purpose and trust in order to prosper
November 16, 2022
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UWMC
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UWMC
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From
MarketWatch
Big Oil’s big presence at COP27 and 5 more notables from climate summit’s midway mark
November 14, 2022
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BP
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From
MarketWatch
Biden, Xi pledge renewed cooperation on climate as world pressures two top polluters
November 14, 2022
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ICLN
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NG00
CL00
From
MarketWatch
Oil prices slip as OPEC lowers its global oil demand forecast
November 14, 2022
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UK:BRNF23
CL/1
From
MarketWatch
Jeff Bezos helping fund U.N. effort to tag and alert methane emitters with data from space
November 11, 2022
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AMZN
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CL00
From
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Biden tightens methane emissions rule though still wants more U.S. oil for now
November 11, 2022
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From
MarketWatch
Nicole is U.S.’s first November hurricane in 40 years — why climate change extends hurricane season
November 10, 2022
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From
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Food-aid programs for low-income Americans hang in the balance — with Senate results still too close to call
November 09, 2022
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From
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JPMorgan Chase and 5 other U.S. mega banks behind a third of the global funding expanding coal, oil and gas
November 09, 2022
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CVX
GS
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Biden’s energy policies make Powell’s job controlling inflation tougher
November 09, 2022
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From
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Apple, Pepsi and more big stock names are newest members of group buying ‘greener’ concrete and steel
November 08, 2022
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AA
AAPL
AMZN
F
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RIO
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From
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Al Gore at COP27 climate summit: ‘Choose life over death’ by ending oil and gas reliance
November 07, 2022
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ICLN
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CL00
NG00
ICLN
From
MarketWatch
Biden’s climate envoy Kerry wants to tap companies to fund developing world’s move off fossil fuels: report
November 07, 2022
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ICLN
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UK:BRN00
ICLN
From
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Here’s how much China stocks still could rally from zero-COVID, say Goldman Sachs strategists
November 07, 2022
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From
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Will midterm-election results kill the EV and home-energy tax breaks just approved?
November 05, 2022
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F
TSLA
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NG00
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From
MarketWatch
Famous glaciers like Kilimanjaro and Yellowstone could disappear in decades: UNESCO
November 04, 2022
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GM
ICLN
TSLA
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GM
TSLA
From
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Amazon is funneling more money to women fighting climate change. Statistics show better ROI.
November 03, 2022
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AMZN
ICLN
SPX
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CL00
SPX
AMZN
From
MarketWatch
‘Extraordinarily low’ U.S. diesel supplies keep prices for the fuel high at the pump
November 03, 2022
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CLZ22
CL00
NG00
From
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Some 75% of surveyed Americans would jump at a ‘green’ job in solar, wind or EVs, which tend to pay 21% more
November 01, 2022
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F
GM
ICLN
TSLA
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NG00
F
GM
From
MarketWatch
Here’s how to incentivize cleaning up landfills — the culprit driving one-fifth of global warming
October 31, 2022
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ICLN
TSLA
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CL00
NG00
ICLN
From
MarketWatch
The S&P 500 can get to 4,150 before ‘reality sets in,’ says Morgan Stanley’s normally bearish top strategist
October 31, 2022
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AMC
AMZN
APE
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FR:BRZ
From
MarketWatch
U.K. says new P.M. Rishi Sunak won’t go to U.N. climate conference
October 27, 2022
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UK:UKX
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From
MarketWatch
Why natural-gas prices posted a 6-session decline of 26%
October 27, 2022
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From
MarketWatch
Here’s what the midterm elections could mean for the financial sector, energy, healthcare and more
October 27, 2022
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KBE
KRE
MJ
MSOS
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XLV
KR:005380
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From
MarketWatch
Rich nations are quitting their oil and gas habit too slowly, U.N. says in ’emissions gap’ report
October 27, 2022
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ICLN
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NG00
CL00
ICLN
From
MarketWatch
China outnumbers the U.S. for the first time in this ranking of the world’s ‘best’ universities
October 25, 2022
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NG00
From
MarketWatch
Dove, Suave, Bed Head among dry shampoos recalled for traces of potentially cancer-causing benzene
October 24, 2022
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NG00
UK:ULVR
From
MarketWatch
Honeywell survey reveals strong corporate efforts to cut energy waste, but cloudier outlook for coming sustainability efforts
October 21, 2022
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HON
SPX
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NG00
HON
SPX
From
MarketWatch
A jump in coal and oil emissions was expected with Russia’s invasion and a post-COVID recovery — actual results defied that prediction
October 19, 2022
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GM
ICLN
JETS
RAYS
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RAYS
NG00
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From
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