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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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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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Market Analysis - Tuesday, July 1
July 01, 2025
Tickers
BITCOMP
IEF
SPX
UUP
Tags
Cryptocurrencies
Futures
VIX
From
TalkMarkets
Ray Dalio Says Politicians That Promise Not To 'Raise Your Taxes' Not Aligned With Preventing A 'Big' Debt, Dollar Crisis: 'To Me, That's A Tragedy'
July 01, 2025
Tags
Market News
Government
Lyn Alden
From
Benzinga
Scott Bessent On Replacing Powell As Fed Chair: 'I Will Do What The President Wants' — Plays Down Shadow Chair Speculations
June 30, 2025
Tags
Bonds
Federal Reserve
Nouriel Roubini
From
Benzinga
Positioning For A Bond Market Hurricane
June 30, 2025
Tickers
IEF
Tags
Bonds
Market News
IEF
From
TalkMarkets
BlackRock Hedges Its Bets — Literally (ETF Included)
June 30, 2025
Tickers
GGOV
Tags
Stories That Matter
Trading Ideas
Global
From
Benzinga
SLR: Could It End The Bond Bear Market
June 30, 2025
Tickers
TLT
Tags
TLT
Market News
Bonds
From
TalkMarkets
Weekly Market Pulse: Uncertainty Rules Everything Around Me
June 30, 2025
Tickers
IEF
SPX
UUP
Tags
UUP
IEF
SPX
From
TalkMarkets
Trump's 'Bills Over Bonds' Strategy Can Spell Doom For The Dollar, Warns Craig Shapiro: 'Got Gold, Bitcoin?'
June 30, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
Bonds
Fox News
bitcoin
From
Benzinga
Treasury yields tick lower as Trump's spending bill in focus
June 30, 2025
Tags
Breaking News: Economy
Treasurys
Bonds
From
CNBC.com News
Batsh*t Crazy
June 29, 2025
Tickers
PLTR
PPLT
TLT
ZM
Tags
Bonds
Currencies/Forex
PPLT
From
TalkMarkets
Recent Signals Say Stocks Could Push Significantly Higher Over The Next Year
June 28, 2025
Tickers
DJI
NDX
QQQ
SPX
Tags
QQQ
Bonds
Stocks / Equities
From
TalkMarkets
Markets Continue To Price In Higher Odds For Rate Cuts
June 27, 2025
Tickers
SHY
Tags
Bonds
Market News
SHY
From
TalkMarkets
Dollar Reversal: What It May Mean For Gold And Bonds
June 27, 2025
Tickers
GLD
IEF
UUP
Tags
Market News
UUP
GLD
From
TalkMarkets
Treasury yields inch higher as investors await the Fed's preferred inflation print
June 27, 2025
Tags
Treasury bills
Economy
Treasury notes
From
CNBC.com News
Return Of The Bond Vigilantes
June 26, 2025
Tags
Market News
Bonds
From
TalkMarkets
Stellar 7Y Auction Stops Through After Jump In Foreign Demand
June 26, 2025
Tickers
IEF
Tags
Market News
IEF
Bonds
From
TalkMarkets
Treasury yields fall as concerns grow over Trump's criticism of Powell
June 26, 2025
Tags
Bonds
U/S/ Economy
U/S/ Treasury bonds
From
CNBC.com News
Bond Bulls Look To Brazil, India, Indonesia As Emerging Market Debt Rallies
June 25, 2025
Tickers
EBND
EMLC
LEMB
TLT
Tags
TLT
Market News
EBND
From
Benzinga
Treasury yields hold steady as investors monitor Israel-Iran ceasefire
June 25, 2025
Tags
U/S/ Treasury bonds
Government debt
Bonds
From
CNBC.com News
Money Market Funds 'On Fire' As $902 Billion Pours In — Why These 'Safe-Haven' Investments Are Thriving Now?
June 25, 2025
Tickers
NEWS
Tags
The Market Ear
SPRXX
News
From
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