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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
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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
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Spotlight on Taiwan Semiconductor: Analyzing the Surge in Options Activity
February 28, 2025
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Market News
From
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TikTok Invests $8.8 Billion in Thailand Data Centers, Bypassing US-China Tech Tensions
February 28, 2025
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February 27, 2025
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February 26, 2025
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IBIT
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From
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OpenAI Just Gave Taiwan Semiconductor Investors Great News
February 26, 2025
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TSM
From
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If I Could Buy and Hold Only a Single Stock, This Would Be It
February 26, 2025
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AMD
ASML
AVGO
MU
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ASML
AVGO
MU
From
Motley Fool
China Says TSMC Could Become 'United States Semiconductor Manufacturing Co.' As Trump Pushes US Chipmaking
February 26, 2025
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AAPL
INTC
NEWS
TSM
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semiconductor
AAPL
Market News
From
Benzinga
Intel's Panther Lake Yield Under 30%: Top Analyst Says Mass Production In Second Half Of 2025 'Challenging'
February 26, 2025
Tickers
INTC
NEWS
TECH
TSM
Tags
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Markets
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From
Benzinga
Huawei Boosts AI Chip Production Despite Taiwan Semi And ASML Ban, Aims to Challenge Nvidia In China
February 25, 2025
Tickers
ASIA
ASML
NEWS
NVDA
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Benzinga
Emerging Markets
From
Benzinga
Intel Deploys ASML's Advanced EUV Machines, Aims to Challenge Taiwan Semiconductor's Lead
February 25, 2025
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ASML
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What Intel's Breakup Would Mean for TSMC and Broadcom
February 24, 2025
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Chinese Stocks Are Falling Today: What's Going On?
February 24, 2025
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BIDU
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Options Corner: Broadcom's Recent Dip Provides Another Profit-Scalping Trade
February 24, 2025
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INTC
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Intel Unveils Xeon 6 Chips, Doubling AI Performance and Powering Next-Gen Data Centers
February 24, 2025
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February 24, 2025
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Spotlight on Taiwan Semiconductor: Analyzing the Surge in Options Activity
February 24, 2025
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Apple Commits $500 Billion In US Investment For AI Push, Boost US Manufacturing Tech
February 24, 2025
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February 23, 2025
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February 23, 2025
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Consumer Tech News (Feb 17-Feb 21): Mexico Warns Alphabet Over Naming of the "Gulf of Mexico" On Maps, Apple Launches iPhone 16E & More
February 23, 2025
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BMBL
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February 23, 2025
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20 Words From President Donald Trump That Can Completely Derail the Otherworldly Rally in Artificial Intelligence (AI) Stocks
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DJI
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Billionaire Philippe Laffont Just Loaded Up on My Favorite Artificial Intelligence (AI) Stock
February 22, 2025
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^GSPC
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February 22, 2025
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DELL
FORR
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$1000 Invested In Taiwan Semiconductor 20 Years Ago Would Be Worth This Much Today
February 21, 2025
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Benzinga
From
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Taiwan Semiconductor Options Trading: A Deep Dive into Market Sentiment
February 21, 2025
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Benzinga
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LMT
QCOM
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TTD
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Taiwan Semiconductor Too Big For The Index, Regulator Considers Lifting Weight Cap
February 21, 2025
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INTC
META
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