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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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August 22, 2025
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July 17, 2025
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Cathie Wood Just Spent $8.4 Million On This Top Chip Stock (And It's Not NVIDIA)
May 20, 2025
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Tags
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Cathie Wood's Monday Moves: Ark Bets On Nvidia-Supplier TSMC, Sells $6.5 Million Of Mark Zuckerberg's Meta Shares
May 19, 2025
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Intel's New CEO Refuses To 'Sugarcoat' Company's 2024 Performance, Vows To 'Align Spending With Market Demand'
March 31, 2025
Tickers
INTC
NEWS
TECH
Tags
Benzinga
Pat Gelsinger
Tech
From
Benzinga
Former Intel Boss Pat Gelsinger Says Trump's Tariffs Helpful For US Chip Comeback, But More Than TSMC's $100 Billion Pledge Needed — Reveals the One Missing Piece
March 26, 2025
Tickers
AMD
AVGO
INTC
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Tags
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From
Benzinga
TSMC's $165 Billion Bet On US Chip Manufacturing Raises Alarms In Taiwan Amid China Threat — Experts Warn Taipei Must Plan Beyond Its 'Silicon Shield'
March 25, 2025
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Taiwan Mulls Travel Warnings For Pro-China Nations Amid Beijing's Crackdown On Independence Supporters: Report
March 07, 2025
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TSM
From
Benzinga
Nvidia, TSMC, Gitlab, AST Spacemobile, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
March 03, 2025
Tickers
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EVS
GTLB
NEWS
Tags
AST SpaceMobile
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From
Benzinga
Trump Announces $100 Billion Taiwan Semiconductor Deal
March 03, 2025
Tickers
NEWS
Tags
33
News
TSMC
From
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Cathie Wood Dumps More Palantir Amid Stock's Red-Hot Rally, Robinhood Also Gets The Chop — Ark Adds AMD And TSMC Stock
February 12, 2025
Tickers
AMD
ARKF
ARKK
ARKW
Tags
Palantir
HOOD
Cathie Wood
From
Benzinga
Cathie Wood's Massive Tuesday Overhaul: Unloads $28.4M In Palantir, Dumps Robinhood, Swoops Up Tech Giants Shopify, AMD, TSMC And Amazon
February 11, 2025
Tickers
AMD
AMZN
ARKF
ARKK
Tags
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Amazon/com Inc
Equities
From
Benzinga
Apple Is TSMC's Largest Customer; Their Business Love Story Started Over Chinese Food — But Will Their Relationship Change Dramatically in 2025?
February 10, 2025
Tickers
AAPL
NEWS
TECH
Tags
Benzinga
Stories That Matter
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TSMC’s Tech Dominance: 3 Generations Ahead of Domestic Rivals, 1 Ahead Globally
January 20, 2025
Tickers
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Tags
33
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Quantum Computing, Taiwan Semiconductor, Meta, Intuitive Surgical, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
January 15, 2025
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Tesla and Nvidia Snubbed: Fund Managers Back Two New Tech Stars
January 01, 2025
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December 18, 2024
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Tags
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'We Are Disappointed.' Intel CEO Criticizes Delays As Biden Pushes $6.6 Billion To TSMC
November 25, 2024
Tags
Benzinga
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Startups
From
Benzinga
Escalating Tech War: US Demands TSMC Cut Off China’s Access to Top AI Chips
November 11, 2024
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Tags
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TSMC Alerts US After Its Chip Is Found In Huawei's AI Product, Potentially Violating Export Rules
October 23, 2024
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What's Going On With Vanguard S&P 500 ETF (VOO) This Week?
October 18, 2024
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Benzinga
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Netflix, TSMC, American Express, Moderna, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
October 17, 2024
Tickers
AXP
EVS
MRNA
NEWS
Tags
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Taiwan Semiconductor Manufacturing Co/
From
Benzinga
Wall Street Poised To Open Higher As TSMC Earnings Expected To Kick Off Rally In Tech Stocks: Strategist Says AI Trade Will Have Legs Even In Case Of Recession In 2025
October 17, 2024
Tickers
AA
CCK
CSX
EXPE
Tags
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From
Benzinga
Why Nvidia, AMD, Micron, Arm And Other Chipmakers Are Ripping Higher Premarket On Thursday
October 17, 2024
Tickers
AAPL
AMD
ARM
AVGO
Tags
AMD
Movers
AAPL
From
Benzinga
Nvidia Supplier TSMC Reports Q3 Revenue, Earnings Beat Amid Rising Demand For AI Chips
October 17, 2024
Tickers
AAPL
NEWS
NVDA
TECH
Tags
TSM
TSMC
taiwan
From
Benzinga
Nvidia, Alibaba, Capricor Therapeutics, TSMC, Tesla: Why These 5 Stocks Are On Investors' Radars Today
September 24, 2024
Tickers
BABA
CAPR
NEWS
NVDA
Tags
NVIDIA
Benzinga
Capricor Therapeutics
From
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