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home
about us
Investment Approach
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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
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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
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EVENTS
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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
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Why Serve Robotics Stock Skyrocketed Today
August 27, 2025
Tickers
SERV
Tags
Recent Press Releases
Market News
SERV
From
Motley Fool
12 Consumer Discretionary Stocks Moving In Wednesday's Intraday Session
August 27, 2025
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FEBO
KSS
NAMI
NIU
Tags
SUPX
NAMI
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From
Benzinga
Serve Robotics Stock Is Surging Today: What's Driving The Action?
August 27, 2025
Tickers
NEWS
SERV
Tags
why it's moving
Initiation
Benzinga
From
Benzinga
This CoreWeave Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday
August 27, 2025
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MNR
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Kohl's Posts Better-Than-Expected Earnings, Joins MongoDB, Canada Goose, Donaldson Company And Other Big Stocks Moving Higher On Wednesday
August 27, 2025
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COTY
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IVA
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
August 20, 2025
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W
From
Benzinga
Serve Robotics Stock Is Down 55% Since Nvidia Made This Surprising Move. Should You Buy the Dip, or Run for the Hills?
August 19, 2025
Tickers
NVDA
SERV
UBER
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Market News
Recent Press Releases
UBER
From
Motley Fool
10 Consumer Discretionary Stocks Whale Activity In Today's Session
August 12, 2025
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BABA
CAVA
CVNA
ETSY
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Options
Market News
CAVA
From
Benzinga
How Is The Market Feeling About Serve Robotics?
August 11, 2025
Tickers
SERV
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Short Sellers
Benzinga
Short Ideas
From
Benzinga
Serve Robotics Stock Dips After Q2 Earnings Miss
August 07, 2025
Tickers
NEWS
SERV
TECH
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Tech
Earnings
After/Hours Center
From
Benzinga
Earnings Scheduled For August 7, 2025
August 07, 2025
Tickers
AAOI
ABCL
ABL
ACA
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HGBL
ULBI
SPH
From
Benzinga
2 Top Robotics Stocks to Buy Right Now
July 25, 2025
Tickers
NVDA
SERV
TSLA
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TSLA
Market News
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From
Motley Fool
Prediction: 1 Growth Stock That Will Be Worth More Than Newsmax 1 Year From Now
July 23, 2025
Tickers
FOX
NMAX
SERV
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NMAX
Market News
FOX
From
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An $860 Billion Opportunity: Is Serve Robotics Stock a Buy Based on This Forecast by Cathie Wood's Ark Invest?
July 17, 2025
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SERV
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SERV
From
Motley Fool
Serve Robotics Unveils Atlanta Service, Pushing For 2,000 Robots By 2025 End
June 26, 2025
Tickers
NEWS
SERV
SHAK
UBER
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UBER
SHAK
Briefs
From
Benzinga
3 Robotics Stocks to Buy Hand Over Fist
June 26, 2025
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AMZN
SERV
TSLA
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AMZN
SERV
Recent Press Releases
From
Motley Fool
10 Consumer Discretionary Stocks Whale Activity In Today's Session
June 11, 2025
Tickers
AMZN
CVNA
CZR
DKNG
Tags
AMZN
DKNG
SERV
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
June 09, 2025
Tickers
AMZN
CROX
CVNA
FIVE
Tags
SERV
AMZN
Benzinga
From
Benzinga
Watch These 2 Small-Cap AI Stocks For Exponential Growth
June 02, 2025
Tickers
AMZN
APP
DASH
GOOGL
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AMZN
SERV
MSFT
From
TalkMarkets
What Does the Market Think About Serve Robotics?
May 29, 2025
Tickers
SERV
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Benzinga
Short Sellers
Trading Ideas
From
Benzinga
This Chart Pattern Just Flashed A Hidden Demand Signal - Is The Market Ready To Rip Higher?
May 28, 2025
Tickers
NFG
SERV
SPX
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Market News
SPX
NFG
From
TalkMarkets
5 Stocks In The Spotlight From Wall Street's Most Accurate Analysts Last Week
May 27, 2025
Tickers
CSWI
CW
NEWS
SERV
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News
STX
Pre/Market Outlook
From
Benzinga
Serve Robotics Shares Surge Over 20% Following Bullish Analyst Coverage
May 22, 2025
Tickers
NEWS
SERV
Tags
Initiation
Benzinga
why it's moving
From
Benzinga
Should You Buy Serve Robotics Stock After Its 55% Crash? This Recent Move by Nvidia Might Hold the Answer.
May 22, 2025
Tickers
SERV
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SERV
Recent Press Releases
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3 Unloved Tech Stocks That Could Go Parabolic
May 21, 2025
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SERV
SOUN
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