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home
about us
Investment Approach
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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
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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
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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
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EVENTS
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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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China New Energy Group Co.
(OP:
CNER
)
0.0120
UNCHANGED
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Updated: 3:40 PM EST, Dec 18, 2025
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Press Releases about China New Energy Group Co.
Waste-to-Energy Sector Positioned for Accelerating Revenue Growth Into 2026 and Beyond Reaching $50B by 2032
Today 8:30 EST
EQNX::TICKER_START (OTCID:CNER),(OTCPK:CNER),(NYSE:OKLO),(NASDAQ:NNE),(NASDAQ:CLSK),(NASDAQ:WULF) EQNX::TICKER_END
Via
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Economy
Emissions
Energy
BioEnergy Development Inc. (OTC:CNER) Launches “BioGrid™”: Restoring Energy Independence to 5.5 Million Rural Residents
Today 8:25 EST
New distributed infrastructure platform targets 800+ forest-dependent communities, unlocking 12.3 TWh of energy from local waste. Units are in production and shipping now. SPOKANE, WA – January 13,...
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Artificial Intelligence
Economy
BioEnergy Development Inc. (OTC:CNER) Launches "BioGrid(TM)": Restoring Energy Independence to 5.5 Million Rural Residents
Today 8:00 EST
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ACCESS Newswire
bioEnergy Development Announces Bio-Waste Testing Pipeline at Capacity for Q3 2025
August 19, 2025
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bioEnergy Development Announces Decentralized 1 GWh Power-Generation Microgrid for AI Computing and Crypto Hyperscalers
August 14, 2025
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ACCESS Newswire
bioEnergy Development Inc. Announces First Sale of Breakthrough Mobile Bioreactor for On-Site Waste-to-Energy Conversion
July 29, 2025
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ACCESS Newswire
$7 Billion Annual Potential from New Strategic Agreement to Commercialize Self-Contained Pyrolysis Waste-to-Energy Units in California: China New Energy Group Company (Symbol: CNER)
May 01, 2025
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Energy
Increase Prevalence of Diabetic Patients Driving Market Growth Projected to Reach $55 Billion by 2029
November 17, 2023
EQNX::TICKER_START (OTCPK:CNER),(NASDAQ:PODD),(NASDAQ:TNDM),(NYSE:LLY),(NYSE:ABT) EQNX::TICKER_END
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Thrive Precision Health, Inc. (OTC:CNER) Taking Steps To Serve Diabetic Health Sector
November 16, 2023
In the world of healthcare investments, the diabetes care market emerges as a compelling arena ripe with opportunities. Several important factors that may attract some investors are driving the...
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TheNewswire.com
Global Diabetes Care Market Size Expected To Reach $41.71 Billion By 2027
October 25, 2023
EQNX::TICKER_START (OTCPK:CNER),(NYSE:NVO),(NASDAQ:TNDM),(NASDAQ:DXCM),(NASDAQ:LXRX) EQNX::TICKER_END
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