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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
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
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Client Information
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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
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Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by MEXC
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MEXC SpaceX Products See Surging Demand as Cumulative Futures Trading Volume Surpasses $7.1 Billion
June 30, 2026
From
MEXC
Via
GlobeNewswire
MEXC Launches TradFi Gala With 1,000,000 USDT Reward Pool
June 29, 2026
From
MEXC
Via
GlobeNewswire
MEXC Lists Five ONDO Tokenized Stocks Trading Pairs Across AI, Semiconductors, and Energy
June 25, 2026
From
MEXC
Via
GlobeNewswire
MEXC May Stock Futures Volume Rises 105%, MU Volume Surges 1,002% as AI Storage Momentum Builds
June 24, 2026
From
MEXC
Via
GlobeNewswire
SpaceX Continues to Drive Strong Trading Activity as MEXC SPCX Futures Daily Trading Volume Surpasses $800 Million USDT
June 19, 2026
From
MEXC
Via
GlobeNewswire
MEXC Adds Nine Ondo Tokenized Stocks Covering AI, Semiconductors, and Optical Communications
June 19, 2026
From
MEXC
Via
GlobeNewswire
MEXC Ranks No.1 in Silver Futures Liquidity, Saving Users $240M Through 0-Fee Trading in May
June 16, 2026
From
MEXC
Via
GlobeNewswire
MEXC Releases June 2026 Proof of Reserves with 156.5% Average Reserve Ratio Across Major Assets
June 15, 2026
From
MEXC
Via
GlobeNewswire
MEXC Launches "Kickoff Fest" Trading Event with 8,000,000 USDT Prize Pool
June 11, 2026
From
MEXC
Via
GlobeNewswire
MEXC SPACEX(PRE) Launchpad Subscriptions Exceed $173M Across Two Phases
June 08, 2026
From
MEXC
Via
GlobeNewswire
MEXC Integrates with TradingView to Deliver Seamless Crypto Derivatives Trading Experience
June 04, 2026
From
MEXC
Via
GlobeNewswire
MEXC SPACEX(PRE) Phase 2 Launchpad: 30% Off Subscription and Extra Airdrops for Stock Trading
June 01, 2026
From
MEXC
Via
GlobeNewswire
TokenInsight Report: MEXC Ranks No. 1 Globally in Silver Futures Liquidity, Leading Across Multiple Metrics
June 01, 2026
From
MEXC
Via
GlobeNewswire
Crypto Meets Wall Street: MEXC Unveils 'RealStocks' with 0-Fee U.S. Equity Trading and Real Dividends
May 31, 2026
From
MEXC
Via
GlobeNewswire
MEXC Lists Solstice Finance (SLX) with 200,000 SLX and 40,000 USDT Airdrop+ Rewards
May 26, 2026
From
MEXC
Via
GlobeNewswire
MEXC SPACEX(PRE) Launchpad Subscriptions Surpass $56 million, with the Offering Oversubscribed by Up to 15.5x
May 22, 2026
From
MEXC
Via
GlobeNewswire
MEXC Launches NEX Launchpool With 10 Billion Tokens in Airdrop Rewards
May 21, 2026
From
MEXC
Via
GlobeNewswire
MEXC Launches SpaceX Pre-IPO Launchpad, Opening New 0-Fee Access Channel
May 20, 2026
From
MEXC
Via
GlobeNewswire
MEXC Users Save $232 Million in Trading Fees During 0-Fee Festival
May 18, 2026
From
MEXC
Via
GlobeNewswire
MEXC Launches AI Strategy, Advancing Its End-to-End AI Trading Ecosystem
May 18, 2026
From
MEXC
Via
GlobeNewswire
MEXC Launches Spot Grid Trading to Support Automated Strategy Execution
May 13, 2026
From
MEXC
Via
GlobeNewswire
MEXC Commits to $500M Guardian Fund Expansion, Acquires 1,000 BTC to Strengthen User Protection
May 12, 2026
From
MEXC
Via
GlobeNewswire
MEXC USD1 Event Sees Strong First-Month Results: $1.3 Billion in Futures Volume & Nearly 100K Participants
May 07, 2026
From
MEXC
Via
GlobeNewswire
MEXC and CEO Vugar Usi Win Four Awards at the 2026 MENA Stevie Awards
May 06, 2026
From
MEXC
Via
GlobeNewswire
MEXC Slashes Trading Fees by $83M; Peak Individual Savings Exceed $300,000
April 30, 2026
From
MEXC
Via
GlobeNewswire
MEXC Ranks No. 2 Globally by Spot Market Share, TokenInsight Reports
April 30, 2026
From
MEXC
Via
GlobeNewswire
MEXC and Sumsub Partner to Strengthen Global Compliance and Combat Emerging Identity Fraud Risks
April 29, 2026
From
MEXC
Via
GlobeNewswire
MEXC Lists Pharos (PROS) in Innovation Zone with 41,667 PROS and 10,000 USDT Airdrop+ Rewards
April 28, 2026
From
MEXC
Via
GlobeNewswire
MEXC Lists Eighteenth Batch of Ondo Tokenized Stock Trading Pairs on Spot Market
April 24, 2026
From
MEXC
Via
GlobeNewswire
MEXC Launches USD1 Spot and Futures Trading Pairs with 0 Fees in Industry First
April 23, 2026
From
MEXC
Via
GlobeNewswire
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