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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
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
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
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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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Noteworthy Friday Option Activity: REAL, BHF, JPM
August 08, 2025
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BHF
JPM
REAL
Tags
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From
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Noteworthy Friday Option Activity: ACN, RGTI, PHAT
August 08, 2025
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ACN
PHAT
RGTI
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CAPR
MO
SNDK
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Notable Friday Option Activity: CRM, HUT, CART
August 08, 2025
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CART
CRM
HUT
Tags
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Notable Friday Option Activity: ALEC, XOM, GILD
August 08, 2025
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ALEC
GILD
XOM
Tags
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Notable Friday Option Activity: CAVA, ALAB, OUST
August 08, 2025
Tickers
ALAB
CAVA
OUST
Tags
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Noteworthy Friday Option Activity: FBIN, APP, AAOI
August 08, 2025
Tickers
AAOI
APP
FBIN
Tags
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Notable Friday Option Activity: AMAT, SEI, FUBO
August 08, 2025
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AMAT
FUBO
SEI
Tags
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Notable Friday Option Activity: HNRG, OPRX, CLSK
August 08, 2025
Tickers
CLSK
HNRG
OPRX
Tags
Stocks
From
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Noteworthy Friday Option Activity: HIMS, DKS, EIX
August 08, 2025
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DKS
EIX
HIMS
Tags
Stocks
From
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Notable Friday Option Activity: TRIP, HRTX, LZ
August 08, 2025
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HRTX
LZ
TRIP
Tags
Stocks
From
Market News Video
Noteworthy Friday Option Activity: GCT, OMI, RKLB
August 08, 2025
Tickers
GCT
OMI
RKLB
Tags
Stocks
From
Market News Video
Noteworthy Friday Option Activity: CTLP, SOUN, TEM
August 08, 2025
Tickers
CTLP
SOUN
TEM
Tags
Stocks
From
Market News Video
Top Buys by Directors: Kleveland's $104.6K Bet on AIN
August 08, 2025
Tickers
AIN
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From
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Final Clearance to Close Dura Medical Acquisition from Florida's Agency for Health Care Administration (AHCA); $750 Million Ketamine Therapy Market
August 08, 2025
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NRXP
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Banking
Finance
Marketing
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Friday 8/8 Insider Buying Report: LUMN, UBFO
August 08, 2025
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LUMN
UBFO
Tags
Stocks
From
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Top Buys by Directors: Johnson's $501.8K Bet on LUMN
August 08, 2025
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LUMN
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From
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Noteworthy Friday Option Activity: DIS, PCG, AMZN
August 08, 2025
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AMZN
DIS
PCG
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Notable Friday Option Activity: GOOG, MSFT, UBER
August 08, 2025
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GOOG
MSFT
UBER
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Noteworthy Friday Option Activity: NFLX, TSLA, GOOGL
August 08, 2025
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GOOGL
NFLX
TSLA
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Noteworthy Friday Option Activity: META, COST, COIN
August 08, 2025
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COIN
COST
META
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Notable Friday Option Activity: DELL, CSCO, EA
August 08, 2025
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CSCO
DELL
EA
Tags
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Top Buys by Top Brass: CEO Johnson's $501.8K Bet on LUMN
August 08, 2025
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LUMN
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August 08, 2025
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ANTE
KOP
SLVM
TTD
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From
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Notable Two Hundred Day Moving Average Cross - CIFR
August 08, 2025
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CIFR
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Relative Strength Alert For CPI Card Group
August 08, 2025
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PMTS
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August 08, 2025
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FVRR
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RSI Alert: QXO Now Oversold
August 08, 2025
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QXO
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August 08, 2025
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ESTC
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MBLY
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