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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
Featured Quarterly Newsletter
Featured Articles
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Are Tesla's Best Days Behind It? If So, Here's What Investors Can Expect.
October 31, 2023
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TM
TSLA
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TM
F
From
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Here’s how 6 of the best 3-row midsize SUVs ranked in a comparison test
October 31, 2023
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Penalty Warranted For Southwest Airlines' Flight Fiasco, Amazon Leverages Generative AI for Holiday Ad Boost, McDonald's Q3 Earnings: Today's Top Stories
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Toyota's September Sales Grow Aided By Strong Demand; 1H Sales Jump As Semiconductor Shortage Eases
October 30, 2023
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More Americans are car shopping, despite UAW strike and high prices
October 30, 2023
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Toyota shows off fully electric GR-type sports coupe concept
October 30, 2023
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3 Devastated Stocks Down 50-55% to Buy on the Dip
October 27, 2023
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3 Solid-State Batteries Stocks That Can Set You Up for Success
October 27, 2023
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October 27, 2023
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The 2024 Toyota Camry Hybrid review: The reliable, roomy midsize sedan gets 52 mpg
October 27, 2023
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XPEV Stock Alert: XPeng Achieves 5-Star Safety Rating in Europe
October 26, 2023
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'People Are Finally Seeing Reality' - Toyota Motor Chair On The Complex Road Of EVs: Report
October 26, 2023
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The 2024 Nissan GT-R review: An old-school sports car that delivers high-performance thrills
October 26, 2023
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Is America's Southeast The New 'Motown?' How Small Towns In Georgia, Tennessee Are Taking On Detroit's Auto Legacy
October 26, 2023
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80% Of The Cars On The Road Will Be EVs In Less Than 10 Years, Tom Steyer Says
October 25, 2023
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3 Growth Stocks That Will Make You Rich in 20 Years
October 25, 2023
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Toyota Unveils 1,000 KM Range Lexus EV Concept, Aims To Hit Roads In 2026
October 25, 2023
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Why Toyota's Australian VP Sees Hybrids As Winning Choice Over BEVs Despite Tesla Model Y Popularity
October 25, 2023
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Picking Winners in the Chinese EV Race: Does LI Stock Make the Cut?
October 24, 2023
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Up, Up, and Away: JOBY Aviation’s Stock Surge and What Lies Ahead
October 24, 2023
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7 Transportation Stocks That Are Changing the Way We Move
October 23, 2023
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Toyota Urges Indian Government To Revise Hybrid Vehicle Taxes: Report
October 23, 2023
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Benzinga
Is Elon Musk the Reason Warren Buffett Sold GM Stock?
October 22, 2023
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BRK-A
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Tesla's Double Miss Spooks Investors, Rivian CEO Allays Liquidity Concerns, Lucid's Underwhelming Q3 Deliveries And More: Biggest EV Stories Of The Week
October 21, 2023
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7 EV Stocks That Can Drive You to Financial Freedom
October 21, 2023
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Is Tesla starting to look like just any old carmaker?
October 20, 2023
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From
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Toyota To Restart Production At Select Facilities After Vendor Mishap Halts Operations
October 20, 2023
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General
Briefs
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Benzinga
Latest To The List: Toyota Adopts Tesla's North American Charging Standard
October 20, 2023
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From
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JOBY: The Flying Car Stock That Can Be a Must-Have for Investors
October 20, 2023
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DAL
ERJ
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JOBY,ERJ,DAL,UBER,TM
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From
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The 2024 Hyundai Tucson: The boldly-styled compact SUV is practical and roomy
October 20, 2023
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AAPL
F
HMC
TM
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TM
KR:005380
F
From
MarketWatch
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