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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
Featured Articles
Contrarian Notes Blog
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JOBY Aviation: The Skyrocketing eVTOL Play Worth Your Attention
September 06, 2023
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Could Tesla Be in Trouble With This Potentially Game-Changing Electric-Vehicle Development?
September 06, 2023
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September 06, 2023
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September 06, 2023
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(TM) - Analyzing Toyota Motor's Short Interest
September 04, 2023
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September 04, 2023
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September 03, 2023
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7 Ultimate Buy-and-Hold Stock Picks for Forever Investors
August 31, 2023
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Biden’s Energy Department to help fund EV factory updates as issue percolates in UAW talks
August 31, 2023
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TM
From
MarketWatch
EXCLUSIVE: Cathie Wood Tells Benzinga Why Tesla Should Trade As A Tech Stock
August 30, 2023
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August 30, 2023
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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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QuantumScape Stock’s High-Flying Days May be Over
August 30, 2023
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Toyota's July Production & Sales Jump On Strong Demand
August 30, 2023
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The 2024 Honda HR-V or the Toyota Corolla Cross: Which is better?
August 30, 2023
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Vietnamese EV Trailblazer VinFast Zooms Ahead Of Ford, GM In Carmaker Hierarchy
August 29, 2023
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August 29, 2023
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August 29, 2023
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August 29, 2023
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VinFast Stock Soars Again: Is The Vietnamese EV Giant The Next Big Thing Or A Volatile Bet?
August 28, 2023
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VFS Stock Alert: VinFast Just Became the Third Most Valuable Automaker
August 28, 2023
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Watch New Video Of Tesla's Cybertruck Masquerading As Toyota Tundra
August 27, 2023
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Watch Out, LI Stock Investors! Competition Is Coming for Li Auto.
August 27, 2023
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Toyota Tacoma Takes Hollywood: The 2024 Model Stars In DC's 'Blue Beetle' Movie
August 25, 2023
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The 2024 Nissan Pathfinder: Rugged good looks, a well-appointed cabin and top safety ratings
August 24, 2023
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HMC
HYMTF
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3 Millionaire-Maker Flying Car Stocks to Buy Before the Window Closes
August 23, 2023
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Tesla Ties With Lexus In US Auto Customer Satisfaction But Remains Behind This Foreign Rival
August 23, 2023
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Toyota's Czech Plant Grapples With Parts Shortage Issue, Halts Production: Report
August 22, 2023
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Is gas cheaper than electricity to fuel a car? Two studies have conflicting answers.
August 21, 2023
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