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home
about us
Investment Approach
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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
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
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Articles published by Intercontinental Exchange
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NYSE Group Announces 2026, 2027 and 2028 Holiday and Early Closings Calendar
December 23, 2025
From
Intercontinental Exchange
Via
Business Wire
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ICE
ICE First Look at Mortgage Performance: Seasonal and Calendar Factors Drive Rise in November Delinquencies
December 23, 2025
From
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Via
Business Wire
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ICE
ICE Climate Data Available via the Investortools Platform Enhances Climate Risk Analysis for Fixed Income Investors
December 15, 2025
From
Intercontinental Exchange
Via
Business Wire
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ICE
The New York Stock Exchange Leads with Seven of the 10 Largest IPOs in 2025, Paves Way for Digital Currency Public Market Debuts
December 15, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Launches TTF Daily Options and Announces Record Trading Across TTF and JKM Natural Gas
December 15, 2025
From
Intercontinental Exchange
Via
Business Wire
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ICE
ICE Mortgage Monitor: Mortgage Refinance Retention Hits Multi-Year High as Falling Rates Spur Activity Among Recently Originated Loans
December 08, 2025
From
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Via
Business Wire
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ICE Appointed by UK Government to Host UK’s Emissions Trading Scheme Auctions Through 2028
December 04, 2025
From
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Via
Business Wire
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ICE
Intercontinental Exchange Reports November Statistics
December 03, 2025
From
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Via
Business Wire
Tickers
ICE
NYSE Texas Reaches Milestone of 100 Dual Listings
December 01, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE First Look at Mortgage Performance: Increased Refinance Activity Drives Mortgage Prepayments to 3.5-Year High
November 25, 2025
From
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Via
Business Wire
Tickers
ICE
Intercontinental Exchange Chair & CEO Jeffrey C. Sprecher to Present at the Goldman Sachs Financial Services Conference on December 9
November 24, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange President Benjamin Jackson and CFO Warren Gardiner to Present at the UBS Global Technology and AI Conference on December 2
November 18, 2025
From
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Via
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Tickers
ICE
ICE Launches Latest Phase of its VaR-Based Portfolio Margining Methodology ICE Risk Model 2
November 17, 2025
From
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Via
Business Wire
Tickers
ICE
Bright MLS to Integrate ICE’s Paragon Connect into Its Technology Ecosystem
November 13, 2025
From
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Via
Business Wire
Tickers
ICE
ICE’s Global Natural Gas Markets at Record Liquidity
November 10, 2025
From
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Via
Business Wire
Tickers
ICE
ICE Mortgage Monitor: Number of Highly Qualified Refinance Candidates Reaches 3.5-Year High Amid Easing Mortgage Rates
November 10, 2025
From
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Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports October Statistics
November 05, 2025
From
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Via
Business Wire
Tickers
ICE
Intercontinental Exchange CFO Warren Gardiner to Present at the J.P. Morgan Ultimate Services Investor Conference on November 18
November 04, 2025
From
Intercontinental Exchange
Via
Business Wire
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ICE
Intercontinental Exchange Approves Fourth Quarter Dividend of $0.48 per Share
October 30, 2025
From
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Via
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ICE
Intercontinental Exchange Reports Strong Third Quarter 2025
October 30, 2025
From
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Via
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ICE
ICE SONIA Futures and Options at Record Open Interest
October 27, 2025
From
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Via
Business Wire
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ICE
ICE First Look at Mortgage Performance: Mortgage Performance Remains Strong as FHA Foreclosures Emerge
October 24, 2025
From
Intercontinental Exchange
Via
Business Wire
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ICE
Open Interest across ICE’s Global Futures and Options Markets Reaches a Record 107 Million Contracts
October 22, 2025
From
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Via
Business Wire
Tickers
ICE
Loomis Sayles Selects ICE Climate to Advance Climate Risk Integration Across Global Fixed Income & Equity Portfolios
October 09, 2025
From
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Via
Business Wire
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ICE
ICE Announces Strategic Investment in Polymarket
October 07, 2025
From
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ICE
ICE Mortgage Monitor: Falling Rates Lead to Best Homebuying Affordability In 2.5 Years
October 06, 2025
From
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Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports September Statistics
October 03, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Transitions AMERIBOR® to ICE Data Indices
October 01, 2025
From
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Business Wire
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ICE
ICE’s Total Futures Markets at Record Open Interest With Record Commodity and Energy Futures Open Interest
September 30, 2025
From
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Via
Business Wire
Tickers
ICE
ICE First Look at Mortgage Performance: Delinquencies Up on Calendar Effect; Foreclosure Activity Slowly Trending Higher
September 24, 2025
From
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ICE
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