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home
about us
Investment Approach
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Team Biographies
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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Articles published by Del Taco
Del Taco Begins New Growth Era Following Acquisition by Yadav Enterprises
December 22, 2025
From
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Business Wire
Del Taco Releases New Del Dorado Chicken Lineup and Extends Fan-Favorite Orange Cream Shake
September 30, 2025
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Del Taco's El Big Boxes Just Got Bigger — Now Bigger Burritos Each At Over A Half Pound
August 12, 2025
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GlobeNewswire
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Del Taco Is Kicking Up The Flavor with NEW Slow-Cooked Pork Carnitas
June 17, 2025
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Via
GlobeNewswire
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Del Taco Announces Five-Store Development Agreement in Louisville, Kentucky
June 11, 2025
From
Del Taco
Via
Business Wire
Del Taco Launches Brand Refresh and NEW El Big Boxes to Deliver Bigger Flavor, Bigger Value
April 22, 2025
From
Del Taco
Via
GlobeNewswire
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JACK
Del Taco Is Making Waves with Jumbo Shrimp and Lent-Friendly Seafood Offerings
February 20, 2025
From
Del Taco
Via
GlobeNewswire
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Del Taco Announces New Market Entry with 10-Store Development Agreement for Indianapolis, Bloomington & Surrounding Markets
February 05, 2025
From
Del Taco
Via
Business Wire
Tickers
JACK
Del Taco Plays into Value By Adding Two NEW Burritos to the Del’s Real Deal$(™) Menu, Each Under $3! Plus, The NEW Dragon Fruit Blueberry Poppers Lineup
January 02, 2025
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
Del Taco’s Carne Asada Steak Lineup Just Got Bolder with the Addition of a NEW Chipotle Carne Asada Steak Burrito
November 19, 2024
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
Del Taco Leads the Value Pack with New Del’s Mucho Meal$™ and the Return of Cookie Butter Shake!
October 03, 2024
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
Trejo's Tacos® and Del Taco Bring the Flavor this Summer with NEW Roasted Pork Al Pastor
August 22, 2024
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
Del Taco Continues its Southeast Surge, With Record-Breaking First-Week Sales for New Market Openings
July 25, 2024
From
Del Taco
Via
Business Wire
Tickers
JACK
Del Taco Debuts New Del’s Real Deal$™ Menu With 15 Items All $2 and Under*
July 11, 2024
From
Del Taco
Via
GlobeNewswire
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JACK
Celebrate Summer With the Return of Shredded Beef Birria, Nacho Cheese and Funnel Cake Fries
May 16, 2024
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
Del Taco Introduces 2 for $3 Crispy Chicken Tacos and Egg & Cheese Breakfast Rollers
March 28, 2024
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
Del Taco Partners With Stone Brewing to Elevate Beer Battered Crispy Fish Tacos
February 01, 2024
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
Del Taco Launches Shredded Beef Birria With a Quesadilla, Tacos and QSR First Birria Ramen
November 09, 2023
From
Del Taco
Via
GlobeNewswire
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JACK
Del Taco Opens First Drive-Thru Only Location Utilizing New Fresh Flex Store Design
August 28, 2023
From
Del Taco
Via
Business Wire
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JACK
Del Taco Gets Smoky and Sweet with New Honey Chipotle BBQ Brisket
August 18, 2023
From
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Via
GlobeNewswire
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JACK
Del Taco Revamps Del Yeah!™ Rewards by Lowering Reward Point Thresholds and Adding New Branded Member Engagement Features
July 18, 2023
From
Del Taco
Via
GlobeNewswire
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JACK
Del Taco Introduces New Freshly Grilled Chicken Taco Packs Starting at $5
July 13, 2023
From
Del Taco
Via
GlobeNewswire
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JACK
Del Taco Introduces New Independence Poppers Drinks and Announces Partnership With the Gary Sinise Foundation
May 25, 2023
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
Del Taco Brings Back Popular Shredded Pork Carnitas for a Limited Time
May 16, 2023
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
Calling All 4/20 Enthusiasts: Score Free Delivery and Eight Snack Tacos for $4.20 at Del Taco This Holi-Daze
April 18, 2023
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
Del Taco Launches $5 Del’s Deal® Value Meals
April 13, 2023
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
Del Taco and Samuel Adams Boston Lager® Out to Prove Better Beer Makes Better Fish Tacos
March 16, 2023
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
Del Taco Brings Back Crispy Jumbo Shrimp Tacos with New Buttery Garlic Parmesan Flavor
February 16, 2023
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
Del Taco Celebrates “The Last Great Value Menu” With 20 Twenty Free Program All Month Long in January
December 27, 2022
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
‘Tis Tamale Season! Del Taco Brings Back the Seasonal Fan-Favorite Tamale Menu With Double Del Yeah!™ Rewards Points Starting November 17
November 17, 2022
From
Del Taco
Via
GlobeNewswire
Tickers
JACK
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