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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
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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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Featured Quarterly Newsletter
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Nasdaq set to lead market lower after Microsoft forecasts softer demand
January 25, 2023
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AMZN
COMP
CSX
Tags
NOW
NDAQ
MSFT
From
MarketWatch
Earnings Scheduled For January 25, 2023
January 25, 2023
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ADP
ALRS
AMP
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SF
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January 24, 2023
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BA
GOOG
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January 24, 2023
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IBM
INTC
JNJ
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INTC
Today's Market
MA
From
InvestorPlace
A Preview Of ServiceNow's Earnings
January 24, 2023
Tickers
NOW
Tags
Market News
Earnings
NOW
From
Benzinga
$100 Invested In This Stock 5 Years Ago Would Be Worth $300 Today
January 19, 2023
Tickers
NOW
Tags
NOW
Earnings
Dividends
From
Benzinga
2 Best Software Stocks to Buy in 2023 and Beyond
January 13, 2023
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NOW
Tags
NOW
Recent Press Releases
Market News
From
Motley Fool
Why ServiceNow Shares Are Trading Higher
January 12, 2023
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NOW
Tags
NOW
Benzinga
Market News
From
Benzinga
2022's Worst Performing Hedge Fund Saw Negative 56% Returns, Has These Stocks To Blame
January 11, 2023
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BZ
CRWD
DASH
Tags
TOST
SQ
JD
From
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Analyst Expectations for ServiceNow's Future
January 09, 2023
Tickers
NOW
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
ServiceNow Unusual Options Activity
January 09, 2023
Tickers
NOW
Tags
Options
Markets
NOW
From
Benzinga
ServiceNow stock rises despite cautious cloud outlook in analyst note
January 09, 2023
Tickers
CHKP
DT
NET
NOW
Tags
SPX
NET
ZS
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For January 9, 2023
January 09, 2023
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ALBO
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3 Tech Titans Worth Owning in 2023 (and Beyond)
January 08, 2023
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C
GE
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Not every tech company is shaving jobs: These startups are on hiring binges
January 03, 2023
Tickers
AI
AMZN
CRM
CSCO
Tags
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From
MarketWatch
Tesla is not alone: 18 (and a half) other big stocks are headed for their worst year on record
December 29, 2022
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ANET
AVGO
CARR
Tags
HLT
IQV
GOOGL
From
MarketWatch
One question looms about where tech stocks go now, after one of their worst years on record
December 29, 2022
Tickers
AAPL
AMAT
AMZN
CRM
Tags
NOW
WIX
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From
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Our Predictions for the Top 7 Blue-Chip Stocks for 2023
December 28, 2022
Tickers
BKNG
EXPE
F
GM
Tags
NYSE:IBM,NYSE:WFC,NYSE:V,OTC:VWAGY,NYSE:NOW,NYSE:LNG,NASDAQ:BKNG,NASDAQ:EXPE,NYSE:GM,NYSE:F
VWAGY
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InvestorPlace
Rivian Stock Is Down 80% From Its High, but It's No Bargain
December 26, 2022
Tickers
ADBE
F
GM
NOW
Tags
F
Market News
GM
From
Motley Fool
Is ServiceNow Stock a Top Buy for 2023?
December 22, 2022
Tickers
NOW
Tags
Recent Press Releases
NOW
Market News
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Motley Fool
Salesforce ‘in the penalty box,’ while Workday sidestepping headwinds, analyst says of cloud software space
December 16, 2022
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ADBE
AVGO
CIBR
CLOU
Tags
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ORCL
TWLO
From
MarketWatch
The ‘subscription economy’ could soon become the ‘consumption economy’
December 16, 2022
Tickers
ADBE
ADSK
AI
AMZN
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SNOW
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BOX
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MarketWatch
The 7 Hottest Tech Stocks to Own for 2023 and Beyond
December 13, 2022
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BIDU
CPNG
IBM
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Best stock picks for 2023: Here are Wall Street analysts’ most heavily favored choices
December 13, 2022
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ACIW
ALK
AMGN
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TTWO
CSL
KO
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MarketWatch
7 Top Tech Stocks to Buy for the Coming Bull Market
December 08, 2022
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BB
CPNG
NOW
Tags
BB
Market News
NXPI
From
InvestorPlace
Sprinklr Shares Slide On Mixed FY23 Outlook
December 07, 2022
Tickers
CXM
NOW
TECH
Tags
NOW
Guidance
Market News
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Benzinga
Looking for Tech Stocks? These 3 Are Great Buys
December 05, 2022
Tickers
ACN
DDOG
NOW
Tags
ACN
NOW
Recent Press Releases
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Motley Fool
Is Salesforce Stock a Buy Now?
December 04, 2022
Tickers
ADBE
CRM
MSFT
NOW
Tags
Recent Press Releases
NOW
ADBE
From
Motley Fool
Autodesk Faces a Problem on Wall Street; Nordstrom Faces a Problem With Shoppers
December 03, 2022
Tickers
ADSK
AMZN
CRM
HUBS
Tags
ZM
Recent Press Releases
SNOW
From
Motley Fool
Got $2,000? Here Are 2 Beaten-Down Growth Stocks to Buy Right Now
November 23, 2022
Tickers
NFLX
NOW
Tags
Recent Press Releases
NOW
Market News
From
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