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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
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Quarterly Performance Reports
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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
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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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Stocks On Track For Positive Week, But Rising Yields, Oil, Dollar Pose Threats Ahead Of FOMC
September 15, 2023
Tickers
ADBE
ARM
DRI
F
Tags
FDX
GM
Markets
From
Benzinga
UAW strike could soon inflict ‘max pain’ on Big Three if it moves to pickup-truck assembly lines
September 15, 2023
Tickers
F
GM
SPX
STLA
Tags
SPX
STLA
F
From
MarketWatch
10 Big 3 Auto Suppliers To Watch With UAW On Strike
September 15, 2023
Tickers
ADNT
ALV
APTV
BASFY
Tags
vehicles
BASFY
Mid Cap
From
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Maybe it is time to look beyond the biggest tech stocks
September 15, 2023
Tickers
AAPL
AMZN
ARM
F
Tags
NVDA
MSFT
F
From
MarketWatch
Why Are Stocks Down Today?
September 15, 2023
Tickers
AMC
ARM
CGC
F
Tags
ARM
STLA
AMC
From
InvestorPlace
UAW strike to have limited impact on Big Three, with only three plants affected for now: Fitch
September 15, 2023
Tickers
F
GM
STLA
Tags
STLA
GM
F
From
MarketWatch
Car Stocks Alert: F, GM, STLA Stocks on Watch as UAW Goes on Strike
September 15, 2023
Tickers
F
GM
STLA
Tags
GM
F
Today's Market
From
InvestorPlace
Instacart Mulls IPO Price Hike After Arm's Stellar Debut, UAW Launches Historic Simultaneous Strike, China Sanctions Lockheed Martin & Northrop Grumman Concerning Taiwan Arms Sales: Today's Top Storie
September 15, 2023
Tickers
ARM
C
CHTR
CMCSA
Tags
NXST
YUMC
SPY
From
Benzinga
Tesla and Nio shares rise as EV makers get a broad lift after UAW calls strike
September 15, 2023
Tickers
DRIV
F
FSR
GM
Tags
WKHS
XPEV
STLA
From
MarketWatch
Tesla Stock On Track To Extend Winning Streak To 3 Sessions: What's Going On?
September 15, 2023
Tickers
F
GM
STLA
TSLA
Tags
Top Stories
Equities
News
From
Benzinga
There’s 5.6 trillion reasons why stocks can enjoy a year-end rally.
September 15, 2023
Tickers
AAPL
ADBE
AMC
AMZN
Tags
AMC
AAPL
JP:NIK
From
MarketWatch
Ford, GM shares fall on strike action, with ARM stock jumping post IPO and other shares on the move
September 15, 2023
Tickers
ADBE
ARM
AXLA
EGAN
Tags
ADBE
GM
EGAN
From
MarketWatch
S&P 500 futures pause after best day in September
September 15, 2023
Tickers
ARM
COMP
DJIA
F
Tags
SPX
STLA
ARM
From
MarketWatch
Joe Biden Interacts With UAW And Auto Leaders To Prevent Looming Strike
September 15, 2023
Tickers
F
GM
STLA
Tags
GM
F
News
From
Benzinga
UAW Strike: Auto Workers Walk Out On GM, Ford And Stellantis
September 15, 2023
Tickers
EVS
F
FORD
GM
Tags
General
mobility
Ford
From
Benzinga
Tesla Clear Winner In 'Game Of Thrones' Battle Between UAW And Detroit's Big Three, Says Analyst
September 15, 2023
Tickers
EVS
F
GM
STLA
Tags
GM
Analyst Color
TSLA
From
Benzinga
UAW Launches Historic Simultaneous Strike: GM, Ford And Stellantis Plants To Face Picket Lines
September 15, 2023
Tickers
EVS
F
GM
STLA
Tags
Benzinga
General
mobility
From
Benzinga
Elon Musk Touts Tesla's Pay And Work Atmosphere As UAW Strike Looms Over Detroit Three
September 14, 2023
Tickers
EVS
F
GM
STLA
Tags
electric vehicles
mobility
F
From
Benzinga
UAW set to strike at 3 auto plants if no deal reached by midnight
September 14, 2023
Tickers
F
GM
STLA
Tags
F
GM
STLA
From
MarketWatch
Tesla may be the winner of the Big Three labor talks
September 14, 2023
Tickers
F
GM
STLA
TSLA
Tags
F
GM
TSLA
From
MarketWatch
Ford CEO Farley Calls Upon UAW To Negotiate A Deal Before Strike Deadline
September 14, 2023
Tickers
CARS
F
GM
STLA
Tags
UAW
News
Top Stories
From
Benzinga
UAW Strike 2023 Update: What a Big Three Strike Means for Auto Stocks
September 14, 2023
Tickers
AMZN
F
GM
LCID
Tags
Today's Market
NYSE:F,NYSE:GM,NYSE:STLA,NASDAQ:TSLA,NASDAQ:LCID,NASDAQ:RIVN,NASDAQ:AMZN
GM
From
InvestorPlace
Tesla may be the winner of Big Three-UAW labor talks
September 14, 2023
Tickers
F
GM
STLA
TSLA
Tags
F
GM
STLA
From
MarketWatch
No UAW Deal: US Automakers, Workers Face End-Of-Day Strike Deadline
September 14, 2023
Tickers
F
GM
STLA
TSLA
Tags
Benzinga
Market News
TSLA
From
Benzinga
Full Plate: Lots To Digest As Investors Process Stronger-than-Expected PPI, Mixed Retail Sales
September 14, 2023
Tickers
ADBE
F
GM
KBH
Tags
ORCL
STLA
Benzinga
From
Benzinga
Chrysler Recalls Over 4000 Plug-in Hybrid Vehicles Citing Risks Of Fire
September 14, 2023
Tickers
EVS
STLA
TECH
Tags
News
Tech
EVs
From
Benzinga
Stand Up, Not Out: UAW's Strike Imminent — Union President Shawn Fain Just Rattled The Big 3's Cage
September 13, 2023
Tickers
CARS
F
GM
STLA
Tags
UAW
News
Top Stories
From
Benzinga
UAW strike countdown: Union president says targeted strike possible at all Big Three companies
September 13, 2023
Tickers
F
GM
STLA
Tags
STLA
GM
F
From
MarketWatch
EU Tariff Talks On Chinese EV Imports Jolt Market: 2 European Giants Set To Gain
September 13, 2023
Tickers
ASIA
BMWYY
BYDDF
LI
Tags
Asia
Eurozone
Market News
From
Benzinga
Tesla Already Dominates US EV Sector: What Could UAW Strike Mean For Competition, Market Share?
September 13, 2023
Tickers
F
GM
STLA
TSLA
Tags
GM
unions
Elon Musk
From
Benzinga
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