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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
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
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US Foods, ConocoPhillips And 3 Stocks To Watch Heading Into Thursday
May 08, 2025
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May 07, 2025
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May 05, 2025
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Here's How Much You Would Have Made Owning US Foods Hldg Stock In The Last 5 Years
April 30, 2025
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Tags
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Domino's Pizza Earnings Miss: 3 ETFs That Could Still Deliver Tasty Returns In 2025
April 28, 2025
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Peering Into US Foods Hldg's Recent Short Interest
April 02, 2025
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If You Invested $100 In This Stock 5 Years Ago, You Would Have This Much Today
March 25, 2025
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March 21, 2025
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What Does the Market Think About US Foods Hldg?
March 07, 2025
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Tags
USFD
Market News
BZI/SHORTHIST
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Here's How Much You Would Have Made Owning US Foods Hldg Stock In The Last 5 Years
March 04, 2025
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USFD
Tags
Benzinga
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Here's How Much You Would Have Made Owning US Foods Hldg Stock In The Last 5 Years
February 26, 2025
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USFD
Tags
Benzinga
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USFD
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Assessing US Foods Hldg: Insights From 5 Financial Analysts
February 14, 2025
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Tags
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US Foods Reports Q4 Beat, Eyes Big Growth Through 2027
February 13, 2025
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Earnings Scheduled For February 13, 2025
February 13, 2025
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February 06, 2025
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Looking Into US Foods Hldg's Recent Short Interest
January 27, 2025
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8 Analysts Assess US Foods Hldg: What You Need To Know
January 21, 2025
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Looking Into US Foods Hldg's Recent Short Interest
January 01, 2025
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8 Analysts Have This To Say About US Foods Hldg
December 16, 2024
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December 06, 2024
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Forecasting The Future: 6 Analyst Projections For US Foods Hldg
November 08, 2024
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US Foods Beats Q3 Expectations As Sales And Case Volumes Surge, Tightens FY24 Outlook
November 07, 2024
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McDonald's Rivals Burger King, Yum Brands Remove Onions From Menus Amid Quarter-Pounder E.Coli Scare
October 24, 2024
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October 18, 2024
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Peering Into US Foods Hldg's Recent Short Interest
October 02, 2024
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Carnival, US Foods And 3 Stocks To Watch Heading Into Monday
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September 19, 2024
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A Glimpse Into The Expert Outlook On US Foods Hldg Through 4 Analysts
September 18, 2024
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How Is The Market Feeling About US Foods Hldg?
August 30, 2024
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From
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