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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
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
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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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Articles published by Florida Atlantic University College of Business
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FAU Poll Shows Workers Redefining Success Beyond Titles and Raises
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November 05, 2025
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FAU BEPI Poll: Economic Strain Hits Hispanic Households Hard in Third Quarter
October 22, 2025
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FAU’s MBA in Sport Management Ranks Third in Global Rankings
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FAU Study: Hotels Must Rethink Loyalty as AI Agents Take Over Travel Planning
September 17, 2025
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FAU BEPI Poll: Hispanic Consumers’ Spending Drops Amid Lower Economic Optimism
July 28, 2025
From
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New Study Highlights Nurse Practitioner Autonomy as Key to Addressing Health Care Provider Shortage
July 24, 2025
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Supply Chain Report: Logistics Leaders Predict Tight Capacity, High Prices Through Mid-2026
June 17, 2025
From
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Via
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Supply Chain Plasticity: How Firms Can Adapt in Age of Tariffs and Uncertainty
May 20, 2025
From
Florida Atlantic University College of Business
Via
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FAU BEPI Poll: Hispanic Economic Outlook Sinks Ahead of Tariffs, Rising Prices
May 07, 2025
From
Florida Atlantic University College of Business
Via
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Report: Supply Chain Index Declines as Tariffs Hit Economy
April 10, 2025
From
Florida Atlantic University College of Business
Via
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FAU Data Analysis: Commercial Real Estate Troubles Threaten Stability of U.S. Banks
March 11, 2025
From
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FAU BEPI Poll: Hispanic Floridians Express Deep Concerns Over Inflation and Economic Policies
March 07, 2025
From
Florida Atlantic University College of Business
Via
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Report: Suppliers Stock Up Inventory Ahead of Tariffs
March 06, 2025
From
Florida Atlantic University College of Business
Via
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BEPI Poll: Hispanics Outlook on Economy Jumps Heading into 2025
February 07, 2025
From
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Via
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FAU Study: Firms Use Earnings Guidance to Mitigate Complexity of ESG Disclosures
January 23, 2025
From
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New Research Identifies Ideal AI System Types for Managers
December 11, 2024
From
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FAU BEPI Poll: Hispanics Wary of Economic Outlook Ahead of Election
October 22, 2024
From
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FAU Expert Analysis: Unrealized Losses Drop as Banks Offload Securities
September 25, 2024
From
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FAU Survey: Port Everglades Businesses Signal Optimistic Economic Growth
September 17, 2024
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FAU REPORT: As Supply Chains Expand, Fed Should Lower Interest Rates
August 22, 2024
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FAU Expert: These Banks Are at Higher Risk of a Depositor Run
July 16, 2024
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Study: Detroit Overtakes Atlanta as Most Overvalued Housing Market in the U.S.
July 02, 2024
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Study: Texas Housing Markets Moderating Among Sunbelt States
June 14, 2024
From
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Study: Most Florida Cities Showing Signs of a Settling Rental Market
June 05, 2024
From
Florida Atlantic University College of Business
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Data Analysis: More Banks at Risk of Failure as Commercial Real Estate Loans Reprice
June 04, 2024
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FAU Executive Education Ranked No. 2 in the U.S. for the Second Year in a Row
May 20, 2024
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Study: Minimal Rent Growth in Florida as Northeast Sees Higher Increases
May 07, 2024
From
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Via
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Study: South Florida Housing Premiums Growing Despite Slowing Rents
April 30, 2024
From
Florida Atlantic University College of Business
Via
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