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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Larry Summers Says Markets 'Have a Life of Their Own' As Iran Conflict Fails to Shake Investors: Events Are 'Less Important Than Trends'
June 27, 2025
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'Big Short' Investor Eisman Warns JPMorgan, Wells Fargo Domination Squeezes Regional Banks
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'The Big Short' Investor Steve Eisman Says Iran Crisis Could Be 'Extremely Positive' For Markets, Calls Regime A 'Death Cult' Close To Nuclear Weapons
June 19, 2025
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'Big Short' Fame Steve Eisman Says Nvidia's 'Best Days Are Not Behind It' But Trump Is The Wild Card In Current Market
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Steve Eisman Of 'Big Short' Fame Says No Amount Of Fundamental Research Can Help Navigate Trump's Tariff War, 'Throw It Out Of The Window'
April 09, 2025
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'Big Short' Fame Investor Drops Previous Prediction Of Trump Victory: 'The Market Is Going Straight Down' If Kamala Harris Wins White House And Democrats Sweep Congress
September 20, 2024
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'Big Short' Famed Investor Steve Eisman Dismisses Recession Fears, Cites US Economy's 'Story-Time' As Proof Of Strength
June 14, 2024
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'Big Short' Fame Investor Picks Nvidia And AMD As Most Obvious AI Investment Opportunities, But Thinks Apple Is 'Hidden' Play
May 22, 2024
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'Crazy:' Hedge Fund Titan Bill Ackman Labels Biden's Arms-Freeze Warning To Israel Amid Hamas War 'One Of The Worst Acts Against An Ally'
May 09, 2024
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'Big Short' Investor Steve Eisman Steers Clear Of AI Frenzy, Bets On Concrete Infrastructure Instead
April 07, 2024
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'Big Short' Investor Steve Eisman Fears 'Bubblicious' Stock Market If Fed Slashes Rates In 2024
April 03, 2024
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'Big Short' Investor Steve Eisman Raises Red Flag On Rising Market Optimism: 'Everybody Is Coming Into The Year Feeling Too Good'
January 03, 2024
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'Big Short' Investor Steve Eisman Holds Off On Bond Purchases — Says Fed's Powell 'Just As Confused' As Everyone Else On Economy
November 02, 2023
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Why Bank Stocks Are 'Uninvestable': Steve Eisman Explains Bearish Stance On Financial Sector Ahead Of JPM, Citi Earnings
October 12, 2023
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This 'Big Short' Investor Is Taking The Plunge Into Infrastructure: 'There's Plenty Of Other Stories Other Than Tech'
June 18, 2023
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