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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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WesBanco Inc (NASDAQ:WSBC) Reports Q4 2025 Revenue Beat and Narrow EPS Miss
↗
January 27, 2026
Via
Chartmill
Tickers
WSBC
UMB FINANCIAL CORP (NASDAQ:UMBF) Posts Strong Q4 Earnings Beat on Heartland Acquisition Momentum
↗
January 27, 2026
Via
Chartmill
Topics
Earnings
Tickers
UMBF
Greif Inc (NYSE:GEF) Reports Mixed Q1 2026 Results, Misses on Revenue and Adjusted EPS
↗
January 27, 2026
Via
Chartmill
Tickers
GEF
Top gainers and losers in the S&P500 index during Tuesday's after-hours session.
↗
January 27, 2026
Via
Chartmill
Tickers
ADI
FFIV
MCHP
NXPI
ON
TXN
Tuesday's after hours session: top gainers and losers
↗
January 27, 2026
Via
Chartmill
Tickers
ABOS
BNAI
BYAH
CNEY
DRMA
FFIV
What's going on in today's session: S&P500 movers
↗
January 27, 2026
Via
Chartmill
Tickers
AJG
AKAM
APH
BRO
CNC
CVS
Finding Stocks Has Never Been Easier: Meet the New AI Screening Builder on ChartMill
↗
January 27, 2026
Via
Chartmill
Topics
Artificial Intelligence
Sysco Corp (NYSE:SYY) Q2 FY2026 Earnings: EPS Tops Estimates, Revenue Slightly Misses
↗
January 27, 2026
Via
Chartmill
Tickers
SYY
ATI INC (NYSE:ATI) Shows Bull Flag Pattern Ahead of Potential Breakout
↗
January 27, 2026
Via
Chartmill
Tickers
ATI
Sprouts Farmers Market Inc (NASDAQ:SFM) Passes a Peter Lynch GARP Screen
↗
January 27, 2026
Via
Chartmill
Tickers
SFM
World Acceptance Corp. (NASDAQ:WRLD) Reports Q3 Loss Amid Strategic Growth Investments
↗
January 27, 2026
Via
Chartmill
Tickers
WRLD
Let's take a look at the stocks that are in motion in today's session.
↗
January 27, 2026
Via
Chartmill
Tickers
ASPC
BATL
CRDF
CVLT
DOGZ
FAT
Looking for the most active stocks in the S&P500 index on Tuesday?
↗
January 27, 2026
Via
Chartmill
Tickers
AAPL
CVS
F
INTC
KVUE
NVDA
Most active stocks in Tuesday's session
↗
January 27, 2026
Via
Chartmill
Tickers
CYN
INTC
NUWE
NVDA
RDW
RR
In today's session, there are S&P500 stocks with remarkable trading volume.
↗
January 27, 2026
Via
Chartmill
Tickers
BA
BRO
CVS
ELV
GM
HUM
In today's session, these stocks are experiencing unusual volume.
↗
January 27, 2026
Via
Chartmill
Tickers
ARAI
BATL
CCIX
LSTA
MOVE
NAMM
Tuesday's session: top gainers and losers in the S&P500 index
↗
January 27, 2026
Via
Chartmill
Tickers
AKAM
APH
BRO
CNC
CVS
ELV
Capital City Bank Group Inc (NASDAQ:CCBG) Reports Mixed Q4 2025 Results, Misses Analyst Estimates
↗
January 27, 2026
Via
Chartmill
Tickers
CCBG
Popular Inc. (NASDAQ:BPOP) Reports Strong Q4 2025 Earnings Beat Despite Muted Market Reaction
↗
January 27, 2026
Via
Chartmill
Topics
Earnings
Tickers
BPOP
Let's have a look at the top gainers and losers in the middle of the day of today's session.
↗
January 27, 2026
Via
Chartmill
Tickers
BATL
CRDF
CVLT
DOGZ
FAT
GAUZ
What's going on in today's session: S&P500 gap up and gap down stocks
↗
January 27, 2026
Via
Chartmill
Tickers
AJG
AKAM
BRO
CNC
CSGP
CVS
The market is filled with gapping stocks in Tuesday's session.
↗
January 27, 2026
Via
Chartmill
Tickers
BATL
BNAI
BNAIW
CRDF
CVLT
DOGZ
Tuesday's pre-market session: top gainers and losers in the S&P500 index
↗
January 27, 2026
Via
Chartmill
Tickers
AKAM
BRO
CNC
CSGP
CVS
ELV
NextEra Energy Inc (NYSE:NEE) Reports Mixed Q4 2025 Results, Misses Revenue Estimates
↗
January 27, 2026
Via
Chartmill
Tickers
NEE
Union Pacific Corp. (NYSE:UNP) Reports Mixed Q4 2025 Results with Revenue Miss
↗
January 27, 2026
Via
Chartmill
Tickers
UNP
RTX Corp. (NYSE:RTX) Surpasses Q4 Estimates and Provides Confident 2026 Outlook
↗
January 27, 2026
Via
Chartmill
Tickers
RTX
Invesco Ltd. (NYSE:IVZ) Reports Mixed Q4 2025 Results with Adjusted EPS Beat
↗
January 27, 2026
Via
Chartmill
Tickers
IVZ
Wondering what's happening in today's pre-market session?
↗
January 27, 2026
Via
Chartmill
Tickers
ASPC
BATL
BNAI
BZAI
CNEY
CRDF
Boeing (NYSE:BA) Reports Q4 Revenue Beat but Wider-Than-Expected Loss
↗
January 27, 2026
Via
Chartmill
Tickers
BA
American Airlines Group Inc (NASDAQ:AAL) Reports Q4 2025 Miss, Projects Major 2026 Recovery
↗
January 27, 2026
Via
Chartmill
Tickers
AAL
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