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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
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
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What 9 Analyst Ratings Have To Say About Pinterest
January 20, 2023
Tickers
PINS
Tags
BZI/AAR
Analyst Ratings
PINS
From
Benzinga
2 Unstoppable Growth Stocks to Buy and Hold in 2023 and Beyond
January 20, 2023
Tickers
ETSY
PINS
Tags
Recent Press Releases
Market News
ETSY
From
Motley Fool
Pinterest Stock Actually Gained 41% in the Second Half of 2022. Is the Worst Over?
January 19, 2023
Tickers
PINS
Tags
Recent Press Releases
Market News
PINS
From
Motley Fool
7 Stocks For 10-Bagger Returns by 2030
January 18, 2023
Tickers
CHPT
COIN
DRS
LAC
Tags
DRS
LAC
COIN
From
InvestorPlace
Could Pinterest Stock Double in 2023?
January 17, 2023
Tickers
PINS
Tags
PINS
Recent Press Releases
Market News
From
Motley Fool
Top-Performing Hedge Fund In 2022 Has This Strategy To Thank: How Much Did It Make Last Year?
January 13, 2023
Tickers
AAPL
ABBV
BAC
CRM
Tags
Markets
TSM
XLF
From
Benzinga
2 Growth Stocks the Smartest Investors Are Buying Hand Over Fist in a Bear Market
January 13, 2023
Tickers
PINS
SHOP
Tags
PINS
Recent Press Releases
Market News
From
Motley Fool
5 Stocks That Could Crush the S&P 500 in 2023
January 12, 2023
Tickers
AMZN
BAC
BRK-B
PINS
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Market News
BRK/B
BAC
From
Motley Fool
What's Going On With Pinterest (PINS) Stock Wednesday
January 11, 2023
Tickers
PINS
Tags
PINS
Market News
Benzinga
From
Benzinga
Will Pinterest Stock Hit $100 in 2023?
January 10, 2023
Tickers
PINS
Tags
PINS
Market News
Recent Press Releases
From
Motley Fool
Down 33% in 2022, Is Pinterest Stock a Buy for 2023?
January 08, 2023
Tickers
PINS
Tags
Recent Press Releases
Market News
PINS
From
Motley Fool
3 Unstoppable Stocks to Buy for 2023
January 06, 2023
Tickers
AMZN
CHWY
PINS
Tags
AMZN
Market News
CHWY
From
Motley Fool
2 Tech Stocks That Could Bounce Back in 2023
January 06, 2023
Tickers
CHGG
PINS
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CHGG
Market News
Recent Press Releases
From
Motley Fool
5 Spectacular Growth Stocks That Can Make You Richer in 2023
January 06, 2023
Tickers
BIDU
CRLBF
OKTA
PINS
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V
CRLBF
Market News
From
Motley Fool
Is Pinterest Stock a Future 10-Bagger?
January 05, 2023
Tickers
PINS
Tags
Market News
Recent Press Releases
PINS
From
Motley Fool
Why Chewy, Pinterest, and Etsy Were Plunging Today
January 03, 2023
Tickers
CHWY
ETSY
PINS
Tags
PINS
Market News
ETSY
From
Motley Fool
Insiders Selling Hyzon Motors, Canopy Growth And This Social Media Stock
January 03, 2023
Tickers
CGC
HYZN
PINS
Tags
News
Insider Trades
Small Cap
From
Benzinga
2 Once-in-a-Decade Buying Opportunities to Take Advantage of to Start 2023
December 31, 2022
Tickers
AMZN
MSFT
PINS
Tags
PINS
Market News
Recent Press Releases
From
Motley Fool
Going Bargain Shopping as 2022 Ends? 2 Top Stocks to Buy Right Now.
December 31, 2022
Tickers
META
PINS
UPST
Tags
META
PINS
UPST
From
Motley Fool
Buying These 2 Growth Stocks Before 2022 Is Over Would Be a Genius Move
December 30, 2022
Tickers
AMZN
PINS
Tags
Market News
Recent Press Releases
PINS
From
Motley Fool
2 Stocks Ready to Bounce Back
December 30, 2022
Tickers
LYV
PINS
PYPL
Tags
PINS
Market News
Recent Press Releases
From
Motley Fool
Buy This Unique Social Media Company Before The Upcoming Bull Market
December 27, 2022
Tickers
PINS
Tags
PINS
Market News
Recent Press Releases
From
Motley Fool
3 Key Reasons Pinterest Stock Has Major Growth Potential
December 26, 2022
Tickers
GOOG
GOOGL
META
PINS
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META
GOOG
Market News
From
Motley Fool
2 Cheap Stocks With 10x Potential to Buy In 2023
December 26, 2022
Tickers
AMZN
META
PINS
SOFI
Tags
META
Market News
AMZN
From
Motley Fool
5 Stocks Billionaire Money Managers Want to Own in 2023
December 23, 2022
Tickers
AMZN
DIS
NVDA
PINS
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Recent Press Releases
PINS
DIS
From
Motley Fool
1 Stocking Stuffer Stock to Buy for the Holidays
December 22, 2022
Tickers
PINS
Tags
PINS
Recent Press Releases
Market News
From
Motley Fool
My Top 5 Portfolio Holdings for 2023
December 21, 2022
Tickers
AG
BAC
PINS
SSRM
Tags
SSRM
PINS
AG
From
Motley Fool
A Bull Market Is Coming. 3 Stocks to Buy Like There's No Tomorrow
December 20, 2022
Tickers
OKTA
PINS
TTD
Tags
TTD
PINS
Market News
From
Motley Fool
2 Smartest Tech Stocks to Buy in 2022 and Beyond
December 20, 2022
Tickers
BSX
CL
EW
GSK
Tags
GSK
PINS
Market News
From
Motley Fool
Is This an Opportunity or Evidence of Disadvantage for Pinterest Stock?
December 20, 2022
Tickers
PINS
Tags
PINS
Market News
Recent Press Releases
From
Motley Fool
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