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home
about us
Investment Approach
Client Service Approach
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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
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Apple's M5 Chip Enters Mass Production, Set To Power Upcoming MacBook Pro, iPad Pro And Vision Pro: Report
February 06, 2025
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AMKR
TECH
TSM
Tags
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February 05, 2025
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10 Information Technology Stocks With Whale Alerts In Today's Session
February 05, 2025
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BBAI
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BBAI
From
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Chinese Stocks Slide As Trump Eyes More Tariffs And Tougher Trade Restrictions
February 05, 2025
Tickers
ASML
BABA
BIDU
GOOG
Tags
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Meta AI Models 'Clearly Behind' DeepSeek, Says Analysts After Mark Zuckerberg Admitted DeepSeek Did Some Novel Things 'We're Still Digesting'
February 05, 2025
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February 05, 2025
Tickers
AMD
APO
INTC
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Recent Press Releases
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10 AI Mega-Stocks That Got DeepSunk: Buy, Sell, or Wait?
February 04, 2025
Tickers
AMD
ANET
ASML
AVGO
Tags
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MSFT
SNPS
From
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Taiwan Semiconductor Unusual Options Activity For February 04
February 04, 2025
Tickers
TSM
Tags
BZI/UOA
Market News
Options
From
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10 Information Technology Stocks Whale Activity In Today's Session
February 04, 2025
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DOCU
ENPH
Tags
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From
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ASML Sees Orders Soar. Is It Time to Buy the Stock?
February 04, 2025
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INTC
TSM
Tags
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From
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Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks
February 04, 2025
Tickers
NVDA
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Tags
TSM
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Nvidia, TSMC Stocks Fell As Trump Hit Mexico, Canada, And China With Tariffs—But Top Analyst Sees Only 'Limited' Supply Chain Impact On Chips
February 03, 2025
Tickers
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AVGO
INTC
MSFT
Tags
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News
Dan Ives
From
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Why Trump's Tariffs Are Causing Chaos for Major AI Stocks Like Nvidia, Tesla, and Taiwan Semiconductor
February 03, 2025
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NVDA
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Samsung's Jay Y. Lee Acquitted, Shifting Focus To Business Challenges
February 03, 2025
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AMZN
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Benzinga
From
Benzinga
Taiwan Semiconductor Plans Massive 1nm Fab 25 in Taiwan, Boosting Advanced Chipmaking Capacity
February 03, 2025
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2 Reasons Taiwan Semiconductor Is a Must-Buy for Long-Term Investors
February 03, 2025
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Tags
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AI Stock Sell-Off: Here Are My Top 2 AI Stocks to Buy Now
February 03, 2025
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February 03, 2025
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February 03, 2025
Tickers
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AVGO
INTC
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Tags
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Nvidia Supplier TSMC's Shares Plunge Over 6% In Taiwan As AI Selloff Intensifies Amid DeepSeek Impact
February 02, 2025
Tickers
ASIA
NEWS
NVDA
TSLA
Tags
TSLA
TSM
Markets
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CEO Of Norway's Sovereign Wealth Fund Advises Investors To Dump Tech Stocks
February 02, 2025
Tickers
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AMZN
META
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Tags
TSLA
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BZ/REALESTATE
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3 Top Artificial Intelligence Stocks to Buy Right Now
February 02, 2025
Tickers
AAPL
AMD
GOOG
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Tags
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GOOGL
From
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3 Reasons Taiwan Semiconductor Is a Must-Buy for Long-Term Investors
February 01, 2025
Tickers
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Tags
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TSM
Market News
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A Closer Look at Taiwan Semiconductor's Options Market Dynamics
January 31, 2025
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Tags
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Taiwan Bans DeepSeek AI Over Security Concerns, Joins Global Scrutiny of Chinese Tech
January 31, 2025
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AAPL
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Tags
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Benzinga
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How Did DeepSeek Get Access To Nvidia Chips? US Investigates Possible Embargo Violation
January 31, 2025
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BABA
META
NEWS
NVDA
Tags
Media
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Benzinga
From
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1 Jaw-Dropping Projection That Makes This Chip Stock a Screaming Buy
January 31, 2025
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TSM
Tags
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Billionaire David Tepper of Appaloosa Is Selling a Half-Dozen Trillion-Dollar Companies in Favor of 3 Historically Cheap, Cash-Rich Value Stocks
January 31, 2025
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AMZN
BABA
BIDU
GOOG
Tags
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META
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From
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DeepSeek Sends Artificial Intelligence (AI) Giants Plunging. Here's What You May Want to Do Now
January 31, 2025
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AI
AVGO
NVDA
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Tags
Recent Press Releases
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AVGO
From
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