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about us
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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
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Client Information
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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
Quarterly Performance Reports
EVENTS
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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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2 Monster Stocks to Hold for the Next 10 Years
August 14, 2025
Tickers
SHOP
TTWO
Tags
Recent Press Releases
TTWO
Market News
From
Motley Fool
Cathie Wood Pounces On Peter Thiel-Backed Bullish Stock After Wild IPO Surge: Ark Buys Stock Worth $172.22 Million
August 13, 2025
Tickers
ARKF
ARKK
ARKW
BLSH
Tags
Equities
ARKF
Benzinga
From
Benzinga
CRCL Stock Drops 6% After Hours Even As Circle CEO Doubles Down On 'Big-Tent' Crypto Strategy, Backs Coinbase-Shopify Deal
August 12, 2025
Tickers
COIN
CRCL
NEWS
SHOP
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COIN
News
Market News
From
Benzinga
Shopify's Explosive Earnings Draw Attention Toward Direxion's SHOP-Centric Bull, Bear ETFs
August 12, 2025
Tickers
SHOP
SHPD
SHPU
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SHPU
Partner Content
ETFs
From
Benzinga
Cathie Wood Bets $19 Million More On Jack Dorsey's Block Amid Bitcoin's All-Time High Push, Dumps Shopify Stock
August 11, 2025
Tickers
ARKF
ARKK
ARKW
BITCOMP
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bitcoin
SHOP
Markets
From
Benzinga
The Smartest Growth Stock to Buy With $160 Right Now
August 11, 2025
Tickers
SHOP
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Recent Press Releases
SHOP
Market News
From
Motley Fool
Shopify's Higher FCF Margins Can Push SHOP Stock Higher
August 11, 2025
Tickers
SHOP
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Options
Stocks / Equities
SHOP
From
TalkMarkets
Shopify Hits Target — 85% Profit Secured, Bulls In Control
August 11, 2025
Tickers
SHOP
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Market News
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SHOP
From
TalkMarkets
Weekly Strategy Update - Tech Gets The Headline Winners As Finance Continues To Roll
August 11, 2025
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ALAB
ALNY
AVGO
GFI
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ALNY
ETFs
XLF
From
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Why Shopify Stock Skyrocketed Last Week
August 11, 2025
Tickers
SHOP
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^GSPC
Recent Press Releases
^IXIC
From
Motley Fool
Shopify, Palantir, And Applovin Are Among Top Large Cap Gainers Last Week (August 4-August 8): Are The Others In Your Portfolio?
August 10, 2025
Tickers
ALAB
ANET
APP
BWXT
Tags
CRWV
ALAB
BWXT
From
Benzinga
Consumer Tech News (August 4–August 8): Earnings From Palantir, Uber, Shopify & More Amid Trump's Tariff Saga
August 10, 2025
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AAPL
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APP
DASH
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From
Benzinga
Should You Sell Palantir Stock After Its Post-Earnings Pop? The Answer May Surprise You.
August 10, 2025
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PLTR
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As Shopify Shares Soar, Is It Too Late to Buy the Stock?
August 09, 2025
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SIG
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MGK And IGM: Two QQQ Alternatives For Tech Investors To Consider
August 09, 2025
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LLY
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V
IGM
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SHOP
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CCL
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AMZN
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1 Spectacular Growth Stock Down 50% to Buy Hand Over Fist
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CROX
DASH
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Shopify 'Fires On All Cylinders' As Q2 Results Trigger Bullish Analyst Forecasts
August 07, 2025
Tickers
SHOP
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Market News
Price Target
Reiteration
From
Benzinga
Cathie Wood Shouts Out Shopify's Smart AI Moves In Retail, Says It's 'Seizing The Agentic AI Moment:' SHOP Stock Gained Over 44% In 2025
August 07, 2025
Tickers
MSFT
NEWS
QQQ
SHOP
Tags
Benzinga
Market News
News
From
Benzinga
Cathie Wood Scoops Up $38 Million Worth Of AMD Stock As It Slips — Dumps Palantir And Shopify At Highs
August 06, 2025
Tickers
AMD
ARKF
ARKK
ARKQ
Tags
PLTR
ARKF
ARKQ
From
Benzinga
$100 Invested In Shopify 15 Years Ago Would Be Worth This Much Today
August 06, 2025
Tickers
NEWS
SHOP
Tags
News
BZI/POD
SHOP
From
Benzinga
Shopify (SHOP) Q2 Revenue Jumps 31%
August 06, 2025
Tickers
SHOP
Tags
Recent Press Releases
SHOP
Market News
From
Motley Fool
Why Shopify's CFO Doesn't Want To Talk About Price Hikes—Yet
August 06, 2025
Tickers
MAT
MSFT
NEWS
SHOP
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MSFT
MAT
News
From
Benzinga
Wall Street Recovers, Apple Rallies 6% On $100-Billion Gov Manufacturing Investment: What's Moving Markets Wednesday?
August 06, 2025
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AAPL
AFL
AIG
ALAB
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XLV
Equities
Benzinga
From
Benzinga
Stocks Steady As Tech Earnings Take Center Stage
August 06, 2025
Tickers
AMD
DJI
QQQ
RIVN
Tags
DJI
Market News
SPX
From
TalkMarkets
Shopify Stock Pops On Strong Sales, Global Momentum - CFO Highlights Merchant Surge Across Regions
August 06, 2025
Tickers
NEWS
SHOP
Tags
Benzinga
Market News
News
From
Benzinga
Shopify, Astera Labs, Myriad Genetics, Grocery Outlet And Other Big Stocks Moving Higher On Wednesday
August 06, 2025
Tickers
ALAB
ANET
BCO
CPRI
Tags
LEU
ALAB
WIX
From
Benzinga
Why Shopify Stock Just Exploded Higher
August 06, 2025
Tickers
SHOP
Tags
Recent Press Releases
Market News
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