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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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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EV Battery Prices Continue To Decline Over 10% In August: Report
September 08, 2023
Tickers
F
GM
TM
TSLA
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General
News
F
From
Benzinga
The 2023 Subaru Ascent review: A family-friendly 3-row SUV with excellent safety ratings
September 08, 2023
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F
FUJHY
HMC
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KR:000270
MZDAY
AAPL
From
MarketWatch
Tesla Back At Detroit Auto Show After 8 Years: Will Musk Show Up?
September 07, 2023
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F
GM
STLA
TM
Tags
auto stocks
Electric Vehicle Stocks
TSLA
From
Benzinga
The 3 Best EV Charging Stocks to Buy Now: September 2023
September 07, 2023
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AAPL
AMZN
BLNK
DRIV
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TSLA
EVGO
QCOM
From
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Tesla Bull vs. Bear: Is TSLA Destined for Apple’s Glory or GM’s Gloom?
September 07, 2023
Tickers
AAPL
BYDDF
F
GM
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AAPL
GM
Market News
From
InvestorPlace
If you want a good, used compact car for under $20k, look for one of these models
September 07, 2023
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FUJHY
HMC
HYMTF
MZDAY
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FUJHY
NSANY
From
MarketWatch
Steer Clear of Outrageously Valued VinFast Stock. 3 EV Stocks to Buy Instead.
September 06, 2023
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CMG
CRL
SPGI
TM
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SPGI
TSLA
CRL
From
InvestorPlace
Warren Buffett Quotes Under the Microscope
September 06, 2023
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BLK
BRK-A
BRK-B
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ORCL
BLK
VFS
From
Motley Fool
Why Toyota Motor Stock Popped Today
September 06, 2023
Tickers
TM
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Recent Press Releases
Market News
TM
From
Motley Fool
iPhone 15 May Face Hurdle In China, FTC Could Prosecute Amazon.com Over Antitrust Claims, United Airlines Planes Back In Air: Today's Top Stories
September 06, 2023
Tickers
AAPL
ACI
AMZN
GM
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SPY
SFBQF
TM
From
Benzinga
The 3 Best Auto Stocks to Buy Now: September 2023
September 06, 2023
Tickers
F
TM
TSLA
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TM
TSLA
NYSE:TM,NASDAQ:TSLA,NYSE:F
From
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Revving Up Luxury: Toyota Launches New Chauffeur-Driven Century, With Fully Customizable Options
September 06, 2023
Tickers
TM
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Briefs
TM
Markets
From
Benzinga
JOBY Aviation: The Skyrocketing eVTOL Play Worth Your Attention
September 06, 2023
Tickers
DAL
JOBY
TM
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TM
DAL
NYSE:JOBY,NYSE:DAL,NYSE:TM
From
InvestorPlace
Could Tesla Be in Trouble With This Potentially Game-Changing Electric-Vehicle Development?
September 06, 2023
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TSLA
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Market News
TSLA
From
Motley Fool
The 10 hybrid vehicles with the longest range
September 06, 2023
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HYMTF
TM
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HYMTF
KR:000270
From
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Tesla, GM, Ford Among Automakers Hit As NHTSA Targets 52M Faulty Airbag Inflators
September 06, 2023
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BMWYY
EVS
F
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News
Top Stories
F
From
Benzinga
(TM) - Analyzing Toyota Motor's Short Interest
September 04, 2023
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Benzinga
TM
From
Benzinga
3 Stocks to Sell if the Market Loses its Grip
September 04, 2023
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SPCE
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NYSE:SPCE,NYSE:QS,NYSE:TM
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Want to Get Rich? 3 Game-Changing Flying Cars Stocks to Buy Right Now
September 03, 2023
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JOBY
STLA
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NYSE:XPEV,NASDAQ:JOBY,NASDAQ:ACHR,NYSE:TM,NYSE:DAL,NYSE:UBER,NASDAQ:UAL,NYSE:STLA
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7 Ultimate Buy-and-Hold Stock Picks for Forever Investors
August 31, 2023
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AAPL
COST
MSFT
NVDA
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TM
COST
MSFT
From
InvestorPlace
Biden’s Energy Department to help fund EV factory updates as issue percolates in UAW talks
August 31, 2023
Tickers
F
GM
TM
TSLA
Tags
GM
F
RB00
From
MarketWatch
EXCLUSIVE: Cathie Wood Tells Benzinga Why Tesla Should Trade As A Tech Stock
August 30, 2023
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AAPL
ARKK
ARKQ
ARKW
Tags
mobility
electric vehicles
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3 Up-and-Coming Growth Stocks to Put on Your Must-Buy List
August 30, 2023
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AUR
FDX
LTHM
PR
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VLVLY
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CNN Taps Former New York Times Exec Mark Thompson Help Ratings, YouTube Rolls Out Hum-to-Search Feature, Customers Allege Burger King Whoppers 35% Smaller Than Advertised: Today's Top Stories
August 30, 2023
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AMZN
CONN
CVX
GOOG
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WMT
X
Market News
From
Benzinga
QuantumScape Stock’s High-Flying Days May be Over
August 30, 2023
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QS
SES
SLDP
TM
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Stocks to Sell
TM
QS
From
InvestorPlace
Toyota's July Production & Sales Jump On Strong Demand
August 30, 2023
Tickers
TM
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News
General
Market News
From
Benzinga
The 2024 Honda HR-V or the Toyota Corolla Cross: Which is better?
August 30, 2023
Tickers
AAPL
HMC
TM
Tags
TM
HMC
AAPL
From
MarketWatch
Vietnamese EV Trailblazer VinFast Zooms Ahead Of Ford, GM In Carmaker Hierarchy
August 29, 2023
Tickers
DIS
EV
EVS
F
Tags
TSLA
Startups
DIS
From
Benzinga
7 Hot Hydrogen Stocks With Massive Upside
August 29, 2023
Tickers
APD
BE
BP
FCEL
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NYSE:APD,NYSE:BE,NYSE:LIN,NYSE:HY,NYSE:BP,NASDAQ:PLUG,NASDAQ:FCEL,NYSE:TM,NYSE:XOM
TM
LIN
From
InvestorPlace
The 2024 Honda HR-V review: A roomy, refined subcompact SUV with generous safety tech and unbeatable value
August 29, 2023
Tickers
FUJHY
HMC
NSANY
TM
Tags
FUJHY
HMC
TM
From
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