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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
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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Medigus Announces Corporate Rebranding Changes Name to Xylo Technologies Ltd. to Reflect Core Values of its Business
April 09, 2024
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Medigus: Revoltz Initiates on Exclusive Distribution Agreement of $2.7 Million in Revenues and Completes the Production of the First 50 PORTO Micro-Mobility EVs
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Medigus: Charging Robotics Announces Successful Installment of its Wireless Charging System for Automatic Car Parks
March 19, 2024
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Medigus: ParaZero Ramps Up Partnership with US-Based Autonomous Drone OEM Vayu Aerospace Corporation
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January 04, 2024
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Medigus: Charging Robotics Announces Positive Results in Transferring High Voltage Wireless Electricity Needed for EV Charging
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Medigus: Charging Robotics Targets the $1.8 Billion Automated Parking Market for EV Wireless Charging Solution
December 26, 2023
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Medigus: ParaZero Successfully Completed its Drone Safety Project with a Fortune 500 Leading Automotive Manufacturer
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Medigus: Jeffs' Brands Signs a Non-Binding Letter of Intent to Invest in a Remote Wireless Electric Charging Technology Company
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Medigus: Jeffs' Brands Signs a Non-Binding Letter of Intent to acquire a 70% in a Laser-based Technology Company Developing Defense Solutions Against Drone-based Visual Systems
December 14, 2023
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Medigus: Charging Robotics to Receive Funding from the Israel Innovation Authority for Piloting its Wireless Charging Solution for Automated Parking System
November 22, 2023
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Medigus: Metagramm to Develop Bubbl, its Most Advanced AI-Powered Writing and Grammar Tool
November 13, 2023
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Medigus: Revoltz Secures an Exclusive US Commercial Partnership with a Homeland Security Market Distributor
October 16, 2023
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Medigus to Acquire 60% Interest of Commercial Property in Miami
September 28, 2023
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Medigus to Increase its Share in AI Systems to 36%
September 12, 2023
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Medigus: ParaZero Signs New Development Agreement with Latin American Drone Manufacturer Black Square
August 21, 2023
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Medigus: Viewbix Reports its Condensed Consolidated Financial Results for the First Half and the Second Quarter of 2023 with Revenues Totaling $48 Million for the First Half of 2023
August 16, 2023
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Medigus: ParaZero Launches SafeAir M350 Pro for DJI's New Enterprise Drone
August 14, 2023
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Medigus: ParaZero Receives Second Order from One of the World’s Largest Automotive Manufacturers
August 08, 2023
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Medigus: Charging Robotics to Install its Wireless EV Charging System with a Leading Automatic Carpark Provider
August 04, 2023
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Medigus‘ Drones Safety Company, ParaZero (PRZO), to Commence Trading on Nasdaq Today
July 27, 2023
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Medigus: Jeffs' Brands to Acquire 50.01% Interest in an AI marketing Business to Enhance Its Machine Learning Capabilities
July 07, 2023
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Medigus Sells its Entire Stake in ScoutCam for Approximately $6 Million in Cash
June 06, 2023
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Medigus: Viewbix Reports Revenues of $20.9 Million in The First Quarter of 2023
May 16, 2023
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Medigus: Charging Robotics' AI Based Solution Ranked Among Top Outstanding Techpreneurs at the 14th Innovation World Cup
April 27, 2023
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Medigus’s Subsidiary for EV Wireless Charging Merged with a Public Company in the US and Commenced Trading on the OTC Market
April 18, 2023
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Medigus Acquires 19.9% of Innovative AI and Natural Language Processing Communication Based Software Company
April 13, 2023
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Medigus: Viewbix Reports its Financial Results for 2022 with a 114% Growth in Revenues Totaling $97 Million
March 27, 2023
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Medigus: ScoutCam Closes $14 Million Private Placement
March 21, 2023
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