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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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
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
RSVP-Signup Form
MARKET RESEARCH
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Articles published by Impact Analytics
Impact Analytics® Recognized in the 2025 Gartner® Competitive Landscape: Retail Unified Price, Promotion, and Markdown Optimization Solutions
December 10, 2025
From
Impact Analytics
Via
GlobeNewswire
GLP-1 Boom Accelerates Nationwide Shift in Size Curves, Putting $5 Billion in U.S. Apparel Retail Inventory at Risk, According to New Impact Analytics Study
September 29, 2025
From
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Via
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Tilly’s, Inc. Selects Impact Analytics as Strategic AI Partner for Inventory Optimization and Business Intelligence
July 22, 2025
From
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Via
GlobeNewswire
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TLYS
Impact Analytics Releases 2025 Amazon Prime Day Pricing Analysis
July 09, 2025
From
Impact Analytics
Via
GlobeNewswire
ForecastSmart™ from Impact Analytics Named “Demand Forecasting Solution of the Year” By SupplyTech Breakthrough
June 11, 2025
From
Impact Analytics
Via
GlobeNewswire
Impact Analytics Secures Series D Funding to Accelerate Global Expansion and Lead in Agentic AI
May 07, 2025
From
Impact Analytics
Via
GlobeNewswire
Impact Analytics and Starboard Group Partner to Revolutionize Vacation Retail with AI-Native SaaS Solutions
April 23, 2025
From
Impact Analytics
Via
GlobeNewswire
Impact Analytics Partners with Lovisa To Deliver AI-Optimized Planning, Forecasting, Inventory Management and More
March 18, 2025
From
Impact Analytics
Via
GlobeNewswire
Impact Analytics Brings AI-Native InventorySmart™ Technology to Merchandise Planning Curriculum at the Fashion Institute of Technology (FIT)
March 03, 2025
From
Impact Analytics
Via
GlobeNewswire
Italian Shoe Retailers Scarpe & Scarpe and Pittarosso Partner with Impact Analytics™ to Incorporate GenAI into Optimizing Inventory to Gain Insights and Drive Profitability
January 07, 2025
From
Impact Analytics
Via
GlobeNewswire
Americans Expected to Reduce Calorie Intake by Trillions as GLP-1 Usage Rises, According to New Study
October 09, 2024
From
Impact Analytics
Via
GlobeNewswire
Impact Analytics™ Recognized in the 2024 Gartner® 2024 Market Guide for Retail Assortment Management Applications: Short Life Cycle Products
September 24, 2024
From
Impact Analytics
Via
GlobeNewswire
Briscoe Group Partners With Impact Analytics to Power Data-Driven Retail Operations
August 21, 2024
From
Impact Analytics
Via
GlobeNewswire
Impact Analytics™ Positions for Growth with Four Female Leadership Appointments
July 22, 2024
From
Impact Analytics
Via
GlobeNewswire
Amazon Prime Day Discounts Indicate Cautious Consumer Spending this Holiday, According to New Impact Analytics™ Report
July 19, 2024
From
Impact Analytics
Via
GlobeNewswire
EY Announces Prashant Agrawal of Impact Analytics as an Entrepreneur of the Year® 2024 Mid-Atlantic Region Award Winner
June 26, 2024
From
Impact Analytics
Via
GlobeNewswire
High Use of Ozempic and Other Diabetes Drugs for Weight Loss Driving Down Clothing Sizes In New York City, According to New Study
June 17, 2024
From
Impact Analytics
Via
GlobeNewswire
Impact Analytics Raises $40 Million After Stellar Year to Pave Way for Global Expansion
January 09, 2024
From
Impact Analytics
Via
Business Wire
Impact Analytics Ranked the #1 Targeted Solution Vendor, #1 Leader in Technology Innovation by Tier One Retailers, and in Top 20 overall in RIS Software LeaderBoard 2024
December 20, 2023
From
Impact Analytics
Via
Business Wire
Impact Analytics Announces the Availability of its SmartSuite™ AI-Led Merchandising Platform on Google Cloud Marketplace; a Partnership to Use Google Cloud Generative AI; and Inclusion in Google Cloud's Partner Program as a Supply Chain ISV Partner.
October 11, 2023
From
Impact Analytics
Via
Business Wire
Prime Day 2022's Ultra-Deep Discounts Indicate a Deal-Heavy Black Friday to Come
July 26, 2022
From
Impact Analytics
Via
AccessWire
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