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home
about us
Investment Approach
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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
Featured Quarterly Newsletter
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Honda Steps Up With 11% Wage Hike For US Production Staff: Report
November 10, 2023
Tickers
F
GM
HMC
STLA
Tags
Equities
TM
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From
Benzinga
The 2024 Honda CR-V Hybrid: The king of the suburban road still excels—plus, fewer trips to the gas station
November 10, 2023
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November 10, 2023
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From
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Toyota Partners With Thailand Government, Eyeing Pick-up Trucks & Eco-Cars: Report
November 09, 2023
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These 3 Dividend Payers Are Outpacing the S&P 500
November 09, 2023
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AVGO
TM
WMT
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From
Motley Fool
Looking Into Toyota Motor's Recent Short Interest
November 08, 2023
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Market News
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The 2024 Toyota GR Supra review: An enthusiast’s machine with plenty of muscle, speed and agility
November 08, 2023
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NSANY
POAHY
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F
XE:MBG
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Why JOBY Stock Could Have More Room to Fly Higher
November 07, 2023
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LCID Stock: Lucid Motors Says It Will Adopt Tesla’s Charging Standard
November 07, 2023
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F
FSR
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Toyota's Strategic Scale-Back! Lowers Output At Chinese JV To Navigate Challenging Market: Report
November 07, 2023
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GNZUF
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VWAGY
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The 2024 Mazda CX-90 PHEV vs. the Toyota Grand Highlander Hybrid: Here’s how these two newcomers match up
November 07, 2023
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NTT's $67M Bet On US Self-Driving Tech Start-Up, Partners With Toyota: Report
November 06, 2023
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TM
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Media
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Toyota Up In Arms Against Tesla's Groundbreaking Gigacasting Technique In EV Production: Report
November 06, 2023
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15 full-size SUVs with the most cargo space
November 06, 2023
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AMZN
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GM
HMC
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KR:000270
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Toyota's EV Pickup Trial In Thailand Aims To Outshine Warren Buffett-Backed BYD And Great Wall Motor
November 06, 2023
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Team Biden Faces Uphill Battle As Clean Energy Projects Falter
November 06, 2023
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D
GM
TM
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From
Benzinga
Tesla, Toyota In UAW's Crosshairs Following Detroit Contract Success: 'We've Created The Threat Of A Good Example'
November 04, 2023
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‘We stay in two-star hotels’: We’re 70 and have $1.8 million, but my husband insists on living cheap. Don’t we have enough?
November 03, 2023
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Wall Street Still Loves CHPT Stock, But It’s Hard to See Why
November 03, 2023
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BLNK
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EVGO
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NYSE:CHPT,NASDAQ:BLNK,NASDAQ:EVGO,NASDAQ:TSLA,NYSE:TM,NYSE:F,OTCMKTS:HYMTF
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Get Ready for a Bullish Run: 3 Stocks Ready to Rebound
November 02, 2023
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TM
TRI
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Toyota Posts Impressive Quarterly Results And Worksport Gears Up For COR Battery Alpha Release
November 02, 2023
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F
GM
STLA
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F
From
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Big Tech Sell-Off: Will Tesla Be the Next Domino to Fall?
November 02, 2023
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BAYN
F
GM
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Rivian Notches Biggest Jump In California New BEV Registrations, Tesla Maintains Lead
November 02, 2023
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From
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Are hybrid trucks worth it? Here are their pros and cons compared with gas and electric trucks.
November 02, 2023
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F
RIVN
TM
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RIVN
F
TM
From
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Toyota Announces Wage Increase For US Factory Workers After UAW Secures Pay Hikes With Detroit Three
November 01, 2023
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EVS
F
GM
STLA
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benzinga neuro
F
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Chinese EV Stocks Nio, Li, Xpeng Report October Deliveries
November 01, 2023
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BYDDF
F
GM
LI
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TSLA
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NIO
From
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Why Japanese Automaker Toyota Is Surging Today
November 01, 2023
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TM
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Guidance
Large Cap
From
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Toyota’s profits surge as weak Japanese yen bolsters carmaker’s revenues
November 01, 2023
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TM
Tags
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JP:7203
From
MarketWatch
Toyota Pumps $8B More In North Carolina EV Battery Plant
October 31, 2023
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TM
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TM
Market News
Equities
From
Benzinga
Panasonic Just Raised a Big Red Flag for Tesla (TSLA) Stock
October 31, 2023
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BYDDF
F
LI
PCRFY
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TSLA
Electric Vehicles
BYDDF
From
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