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home
about us
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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
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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
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Toyota could introduce electric, plug-in Tacoma and Tundra pickups
March 28, 2024
Tags
Toyota Motor Corp
Environment
Breaking News: Business
From
CNBC.com News
Former Ford CEO Sees A Bright Electric Future For Established Automakers, Says They Are 'Well Positioned To Ride Out The Transition'
March 28, 2024
Tickers
EVS
F
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GM
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TSLA
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From
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Ford sees opportunity for Mustang as competitors abandon V8 engines
March 27, 2024
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Europe News
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Manufacturing
From
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March 23, 2024
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Breaking News: Business
Automobiles and Components
Toyota Motor Corp
From
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Chrysler parent Stellantis laying off 400 salaried U.S. workers due to 'unprecedented uncertainties'
March 22, 2024
Tags
Autos
Stellantis NV
Labor economy
From
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March 22, 2024
Tags
Geely Automobile Holdings Ltd
Electric vehicles
Manufacturing
From
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March 19, 2024
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March 13, 2024
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Breaking News: Technology
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From
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Dodge Charger will live on as a new EV and a gas-powered muscle car
March 05, 2024
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Stellantis NV
Tesla Inc
Autos
From
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China EV shares are feeling the heat as price war concerns grow
March 05, 2024
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China Markets
Tesla Inc
Li Auto Inc
From
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Maserati reveals first GranCabrio convertible sports car since 2019
February 29, 2024
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Stellantis NV
Autos
Manufacturing
From
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Stellantis Inks Multi-Billion Euro Deal With Ayvens For 500K Vehicle Sales In Europe
February 26, 2024
Tickers
EVS
NEWS
STLA
TECH
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Stellantis NV
STLA
Market News
From
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Ford, UAW reach local labor deal to avert strike at Kentucky plant
February 21, 2024
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Labor economy
Ford Motor Co
Business News
From
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Job posts for workers without degrees are booming. The actual hiring doesn't always follow
February 19, 2024
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JOBS
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February 18, 2024
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United Parcel Service Inc
From
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UAW threatens to strike Ford truck plant in Kentucky if local issues aren't resolved
February 16, 2024
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Business
General Motors Co
Transportation
From
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Jeep, Dodge-maker Stellantis' profit slides as Detroit Three strikes bite
February 15, 2024
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Ford Motor Co
Europe Markets
Breaking News: Markets
From
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Sanctions Workaround? Citroen Cars Roll On In Russia Despite Stellantis Exit, Thanks To Chinese Help
February 15, 2024
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DNFGY
NEWS
STLA
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News
General
China
From
Benzinga
Chrysler reveals new Halcyon concept car as direction for future EVs
February 13, 2024
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Business News
Automobiles and Components
Breaking News: Business
From
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Stellantis-Mercedes Joint Venture Nears Huge $4.7 Billion Debt Deal For EV Expansion: Report
February 09, 2024
Tickers
EVS
NEWS
STLA
TECH
Tags
mobility
Market News
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From
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Manufacturing and construction are hiring — but there aren't enough people trained to fill the jobs
February 02, 2024
Tickers
JOBS
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U/S/ Economy
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Help Wanted / AKA Where The Jobs Are
From
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UAW endorses President Joe Biden for reelection over Trump
January 24, 2024
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Ford Motor Co
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January 22, 2024
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Breaking News: Politics
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January 06, 2024
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Ford Motor Co
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December 20, 2023
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Tesla Inc
Ford Motor Co
U/S/ Markets
From
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UAW files unfair labor practice charges against Hyundai, Honda and VW, accusing them of union busting
December 11, 2023
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Volkswagen AG
Hyundai Motor Co
Labor economy
From
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Why automakers are turning to hybrids in the middle of the industry's EV transition
December 08, 2023
Tags
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Ford Motor Co
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Stellantis Factories Face Job Cuts Due To California's Tough Emission Standards
December 08, 2023
Tickers
EVS
STLA
TECH
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Benzinga
Tech
Layoffs
From
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Cramer's Lightning Round: Crocs is 'too dicey'
December 05, 2023
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Stellantis NV
New Fortress Energy LLC
From
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Stellantis resurrects small Fiat 500e EV for the U.S., starting at $34,095
December 05, 2023
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Environment
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