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home
about us
Investment Approach
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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
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
Featured Quarterly Newsletter
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'Credits To The Tesla Team:' Elon Musk Applauds His Workers As EV Giant Eclipses Legacy Automakers' Sales Growth Over 8 Years
January 12, 2024
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Tesla's 2023 American Auto Market Share Is A Number Fit Perfectly For Elon Musk
January 08, 2024
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7 Blue-Chip Stocks to Snap Up at Can’t-Miss Prices
January 08, 2024
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NYSE:DE,NYSE:SHEL,NYSE:DD,NYSE:TM,NYSE:STM,NYSE:EG,NYSE:ADM
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LCID Stock Forecast: Is 2024 the Year Lucid Breaks Through?
January 07, 2024
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Tesla Stock To Rally 33%? Analyst Expects EV Giant's Growth To Reaccelerate In 2024 Thanks To This 'Significant Competitive Advantage'
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Tesla Faces Senate Heat - 33 Senators Reportedly Call On Elon Musk, Other Automakers On Demands For Neutrality In Union Organizing
January 05, 2024
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U.S. Automakers Got Back On Their Pre-Pandemic Track
January 05, 2024
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Britain's Strict EV Mandate: Toyota, JLR, Nissan Push For Easing, While Tesla, Ford, Volkswagen Call For Tougher Standards
January 04, 2024
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Why It’s Now or Never With QuantumScape Stock
January 03, 2024
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The 3 Hottest Autonomous Driving Stocks to Watch in 2024
January 03, 2024
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Toyota's Electrification Pledge: Plans Full EV Option By 2025-End In US; 2023 US Sales Surge 6.6%
January 03, 2024
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Tesla Model Y Dominates Norway In 2023, Country Hits 82% Electric Vehicle Market Share: A Look At The Leaders, Competition
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Automotive Industry Insights: 3 Developments to Expect in 2024
January 02, 2024
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Cross-Border Champions: 3 Stocks Excelling in International Markets
December 30, 2023
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Better Dividend Stock: Ford or Toyota?
December 28, 2023
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Better Dividend Stock: Ford or Toyota Motor Corporation?
December 28, 2023
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Tesla Forecast: Why 2024 Will Be Decisive for TSLA Stock
December 28, 2023
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'Wrong Frame Of Reference:' Elon Musk Rebuts Tesla Bear For Saying EV Stock Is 'Egregiously Overvalued' Through Toyota Lens
December 28, 2023
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Toyota Is Poised To Keep Its Automotive Crown, But BYD Is Poised To Takeover Tesla's EV Throne
December 27, 2023
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Toyota Achieves Record Global Output In November Fueled by Strong Consumer Demand
December 27, 2023
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Holiday Steals: 3 Growth Stocks to Scoop Up at a Bargain
December 26, 2023
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High-Tech Transportation: 7 Future Mobility Stocks to Ride Your Capital Higher
December 26, 2023
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The Future of Electric Vehicles: What to Expect in the Next Decade
December 26, 2023
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Japanese Auto Giants Invest Billions in Thailand's Electric Future - Report
December 26, 2023
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HMC
ISUZY
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Daihatsu Offers Compensation To Suppliers Amid Safety Test Scandal-Driven Production Halt
December 26, 2023
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NEWS
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TM
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mobility
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QuantumScape in 2024: Is This the Year It Starts Making Money? 3 Ways It Could Happen
December 24, 2023
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PCRFY
QS
TM
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Recent Press Releases
TSLA
From
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