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home
about us
Investment Approach
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Team Biographies
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
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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
Bond Fund Seminar
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AI’s Iron Grip: How Tech Giants Are Forging Global Financial Markets
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Purdue University Forges AI-Powered Shield for National Security, Revolutionizing Defense Capabilities
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AI’s Unstoppable Ascent: How Innovation is Reshaping Global Equities
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Topics
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November 24, 2025
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AI Plunges Deeper: Machine Learning Transforms Ocean Research, Exploration, and Conservation
November 24, 2025
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Topics
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Michael Burry Sounds the Alarm: Is the AI Boom a Bubble Waiting to Burst?
November 24, 2025
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Topics
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Economy
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The Ghost in the Machine: AI-Powered Investment Scams Haunt the Holiday Season
November 24, 2025
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Topics
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November 24, 2025
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Topics
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Government
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AI-Stroke Secures US$4.6 Million Seed Round to Revolutionize Pre-CT Stroke Triage with AI
November 24, 2025
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Alphabet Races Towards $4 Trillion Valuation, Fueled by Groundbreaking AI Innovations
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The Unproven Foundation: Is AI’s Scaling Hypothesis a House of Cards?
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AI Takes the Reins: How Smart Tools Are Revolutionizing Holiday Savings for Consumers
November 24, 2025
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Topics
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Tickers
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AI’s Silicon Supercycle: How Insatiable Demand is Reshaping the Semiconductor Industry
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Semiconductor Titans Ride AI Wave: A Financial Deep Dive into a Trillion-Dollar Horizon
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World Trade
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Forging the Future: How UD-IBM Collaboration Illuminates the Path for Semiconductor Workforce Development
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Topics
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The Memory Revolution: DDR5 and LPDDR5X Fuel the AI Era Amidst Soaring Demand
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Geopolitics Forges a New Era for Semiconductors: US-China Rivalry Fractures Global Supply Chains
November 24, 2025
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Government
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The Global Chip Renaissance: Billions Poured into New Fabs as Manufacturing Shifts Reshape Tech Landscape
November 24, 2025
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ZJK Industrial and Chaince Digital Forge U.S. Gigafactory Alliance to Power AI and Semiconductor Future
November 24, 2025
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China’s CXMT Unleashes High-Speed DDR5 and LPDDR5X, Shaking Up Global Memory Markets
November 24, 2025
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Initial Public Offering
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India’s Semiconductor Dream Takes Material Form: AEIM’s Rs 10,000 Crore Investment Ignites Domestic Production
November 24, 2025
Via
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Topics
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Economy
Electric Vehicles
Tickers
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TSM
TTM
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