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home
about us
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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
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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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Client Information
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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
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EVENTS
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Total Asset Market (TAM sm) Presentation
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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
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ICE Brent and ICE WTI Perpetual Futures to Launch on OKX
May 22, 2026
From
OKX
Via
Business Wire
Tickers
ICE
OKX Launches Exchange and Web3 Wallet in Belgium
November 28, 2024
From
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Via
GlobeNewswire
OKX and Forteus Enter Tripartite Agreement with Komainu for Enhanced Institutional Crypto Trading and Custody
November 27, 2024
From
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Via
GlobeNewswire
OKX Launches 'OKX House': Where Fashion Meets Function
November 21, 2024
From
OKX
Via
GlobeNewswire
OKX Ventures, The Open Platform and Folius Ventures Launch $10 Million Telegram Growth Hub
October 29, 2024
From
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Via
GlobeNewswire
OKX Enhances Spot Copy Trading Tool with 'Smart Sync': Effortlessly Mirror Lead Traders' Spot Portfolios with One Click
October 25, 2024
From
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Via
GlobeNewswire
OKX to Spotlight Onchain Innovation as Special Sponsor of Blockchain Life 2024 in Dubai
October 22, 2024
From
OKX
Via
GlobeNewswire
OKX Invests in Bitcoin’s Long-Term Security Through Grant to 2140 Foundation
October 10, 2024
From
OKX
Via
GlobeNewswire
OKX Launches 'OKX OS': A Toolkit for Developers to Build on Any Chain
September 30, 2024
From
OKX
Via
GlobeNewswire
OKX Wallet Reimagined: Simplified Access to Millions of Tokens, Collectibles and 100+ Blockchains
September 18, 2024
From
OKX
Via
GlobeNewswire
OKX Simplifies Crypto Arbitrage Strategy with Enhanced 'Smart Arbitrage' Trading Bot
September 02, 2024
From
OKX
Via
GlobeNewswire
OKX Wallet and Forbes Partner to Offer Web3 Innovators Access to Members-Only 'Legacy Pass' NFT Community
August 29, 2024
From
OKX
Via
GlobeNewswire
OKX Explorer Becomes First Official Blockchain Search Engine and Web3 Analytics Platform for the AggLayer
July 24, 2024
From
OKX
Via
GlobeNewswire
OKX Wallet Launches 'Meme Mode' for Instant, Self-Custodial Memecoin Swaps
July 23, 2024
From
OKX
Via
GlobeNewswire
OKX Launches 'OKX Racer,' a Telegram Mini-App Game that Challenges Users to Guess Bitcoin Price Movements
July 22, 2024
From
OKX
Via
GlobeNewswire
OKX Wallet Now Compatible with 100 Chains, Adds Support for TON
July 17, 2024
From
OKX
Via
GlobeNewswire
OKX Introduces New USDC Spot Trading Pairs to Support the Growth of the USDC Ecosystem
June 28, 2024
From
OKX
Via
GlobeNewswire
OKX's 20th Monthly Proof of Reserves Showcases USD22.4 Billion in Primary Assets Backing Customer Funds
June 27, 2024
From
OKX
Via
GlobeNewswire
OKX to Become First in CeFi to Launch AI-Powered Automated Trading Platform, Celebrates with 'Smart Trading Super League' Campaign Featuring 150k USDT in Prizes
June 20, 2024
From
OKX
Via
GlobeNewswire
OKX CMO Haider Rafique and BBDO Worldwide CEO Andrew Robertson Explore the Future of Marketing at Tribeca X Panel, Led by Olympic Snowboarder and Entrepreneur Scotty James
June 11, 2024
From
OKX
Via
GlobeNewswire
OKX Ventures Announces Strategic Investment in GoPlus to Enhance Blockchain Security
June 05, 2024
From
OKX
Via
GlobeNewswire
OKX Launches Industry's First 'Hybrid Spreads' Orderbooks for Cross-Currency Arbitrage Trading, Tailored for Market-Neutral Funds
June 03, 2024
From
OKX
Via
GlobeNewswire
OKX Launches Exchange and Web3 Wallet in the Netherlands
June 03, 2024
From
OKX
Via
GlobeNewswire
OKX Continues Partnership with the Tribeca Festival for Third Consecutive Year as Presenting Partner
May 30, 2024
From
OKX
Via
GlobeNewswire
OKX's 19th Proof of Reserves: USD22.5 Billion in Primary Assets and Nearly 700,000 Public Wallet Addresses Published
May 29, 2024
From
OKX
Via
GlobeNewswire
OKX-Jambo Partnership Set to Bring Web3 Mobile Tools to Millions of Users in Emerging Markets via App Integration
May 23, 2024
From
OKX
Via
GlobeNewswire
OKX Ventures Leads US$1.5 Million Seed Funding Round for BlockBooster
May 08, 2024
From
OKX
Via
GlobeNewswire
OKX Partners with Bitcoin Asia to Offer Bitcoin Ordinal Ticketing for Flagship Conference in Hong Kong
May 01, 2024
From
OKX
Via
GlobeNewswire
OKX Ventures Announces Lead Investment in Bedrock, A Multi-Asset Liquid Restaking Protocol
May 01, 2024
From
OKX
Via
GlobeNewswire
OKX Ventures Collaborates with Stanford's Future of Digital Currency Initiative to Promote Blockchain Innovation and Sustainability
April 30, 2024
From
OKX
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GlobeNewswire
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