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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
FIP
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
RSVP-Signup Form
MARKET RESEARCH
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Ride Out the Turbulence: 3 EV Stocks to Own for Massive Wealth Creation
May 20, 2024
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Toyota Faced Major Delays At Mexican Plant Due To Labor Shortages
May 17, 2024
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Lucid Stock Investors: Stay Away From This Dead Man Walking Stock
May 17, 2024
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Rev Your Engines: Why Toyota Is the Best Auto Stock to Own Now
May 17, 2024
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TM
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NIO Stock Alert: Nio Unveils Its First EV From Low-Cost Brand
May 16, 2024
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TM
TSLA
Tags
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NYSE:NIO,NASDAQ:TSLA,NASDAQ:TM
Market News
From
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Honda Commits $65B To Electrification By 2030
May 16, 2024
Tickers
BYDDF
EVS
HMC
NEWS
Tags
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TM
BYDDF
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NIO Stock: 7 Things to Know as Nio Launches Onvo Brand Today
May 15, 2024
Tickers
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DIS
NIO
TM
Tags
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TSLA
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From
InvestorPlace
Volkswagen Gets Surpassed Even By Hyundai
May 15, 2024
Tickers
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EVS
HYMTF
NEWS
Tags
VWAGY
contributors
TSLA
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Mercedes Worker Advocates For Better Work-Life Balance Amid Unionization Efforts in Alabama Plant: '...So That We Can Participate In Family Activities'
May 14, 2024
Tickers
BMWYY
HYMTF
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unionization
TM
From
Benzinga
3 Asian Stocks Set to Ride the Region’s Boom to New Heights
May 13, 2024
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GMF
HDB
TCEHY
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The 3 Most Undervalued Consumer Stocks to Buy in May 2024
May 13, 2024
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MDLZ
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GDDY
MDLZ
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Better Than Truth Social? 3 Social Media Stocks to Buy Instead.
May 12, 2024
Tickers
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META
NSANY
TCEHY
Tags
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META
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From
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The 3 Best Blue-Chip Stocks to Buy in May 2024
May 10, 2024
Tickers
AAPL
BUD
FBCG
TM
Tags
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TM
AAPL
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InvestorPlace
Ford Stock Analysis: Can a Hybrid Shift Overcome EV Growing Pains?
May 10, 2024
Tickers
F
GM
TM
Tags
F
TM
Market News
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InvestorPlace
Toyota's Blockbuster Report Amid The EV Slowdown Reflect Its Determination To Catch Up On Software
May 09, 2024
Tickers
EVS
NEWS
TCEHY
TECH
Tags
TM
General
TCEHY
From
Benzinga
The 3 Best Battery Stocks to Buy in May 2024
May 07, 2024
Tickers
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F
GM
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Tags
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Why Cheaper Tesla Cars Will Be Terrible for the Stock
May 07, 2024
Tickers
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Tags
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TM
TSLA
From
Motley Fool
Buckle Up for Toyota Stock’s Next Leg Up: Why TM Shows No Signs of Slowing
May 07, 2024
Tickers
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STLA
TM
TSLA
Tags
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Market News
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Hybrid Headache: Why Rivian Stock May Sputter Amid This New Headwind
May 07, 2024
Tickers
AMZN
LCID
RIVN
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RIVN
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Market News
From
InvestorPlace
The 3 Most Undervalued Auto Stocks to Buy in May 2024
May 06, 2024
Tickers
GM
STLA
TM
Tags
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STLA
Market News
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InvestorPlace
Is May 7 When Joby Aviation Stock Takes Off?
May 06, 2024
Tickers
ACHR
DAL
JOBY
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ACHR
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Stock Market Crash Alert: 3 Must-Buy Auto Stocks When Prices Plunge
May 06, 2024
Tickers
GM
RACE
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Tags
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From
InvestorPlace
3 EV Stocks to Buy That Are Likely to Get Some Love From Democratic Governors
May 03, 2024
Tickers
BEEM
LCID
RIVN
TM
Tags
NASDAQ:RIVN,NASDAQ:LCID,NASDAQ:BEEM,NYSE:TM
Today's Market
LCID
From
InvestorPlace
Toyota Goes All In On Hydrogen As California R&D Office Transforms Into H2HQ
May 02, 2024
Tickers
EVS
NEWS
TECH
TM
Tags
Ted Ogawa
TM
EVs
From
Benzinga
Giga Pause: Elon Musk's Tesla Reportedly Backs Down On Ambitious EV Manufacturing Technique Amid Hardcore Cost-Cutting Drive
May 02, 2024
Tickers
BYDDF
BYDDY
EVS
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Tags
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Top Stories
News
From
Benzinga
Shhh! 3 Secret Retirement Stocks Flying Below Wall Street’s Radar
May 01, 2024
Tickers
CAH
MFC
TM
Tags
MFC
Market News
CAH
From
InvestorPlace
Stock Market Crash Alert: 3 Must-Buy Battery Stocks When Prices Plunge
May 01, 2024
Tickers
ALB
SLDP
TM
Tags
SLDP
Stocks to Buy
TM
From
InvestorPlace
Forget Tesla, Buy Toyota Stock. TM’s Hybrid Strategy Is Lapping the EV Craze.
April 30, 2024
Tickers
TM
TSLA
Tags
Stocks to Buy
NYSE:TM,NASDAQ:TSLA
TM
From
InvestorPlace
3 Autonomous Driving Stocks with the Potential to Make You an Overnight Millionaire
April 30, 2024
Tickers
AAPL
AMBA
DRIV
HYMTF
Tags
VLVLY
Stocks to Buy
TM
From
InvestorPlace
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