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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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New Data Shows Salary Transparency in Tech Hiring Tracks the Law, Not Company Culture – With India at Zero Percent
August 04, 2026
Via
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Maria Thomas Joins KLEKT Board of Advisors to Support Next Phase of Global Growth
July 28, 2026
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OutfitGen Passes 1.2 Million AI-Generated Outfit Photos as of July 2026, Expanding Support for Resale Sellers and Small Fashion Brands
July 23, 2026
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Print-on-Demand POD Fulfillment: Printdoors Implements Advanced Factory Automation to Accelerate Global Supply Chain Turnaround Times
July 18, 2026
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Detachable Handle for Outdoor Camping Cookware: Is It Popular in the Market?
July 16, 2026
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Print-on-Demand POD Fulfillment: Printdoors Structurally Shifts Global Supply Chain to Address E-Commerce Delivery Bottlenecks
July 14, 2026
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OutfitGen Passes 1.2 Million AI-Generated Outfit Photos as of July 2026, Helping Resale Sellers and Small Fashion Brands Create Professional Product Images
July 14, 2026
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Boston Card Exchange Releases 2026 Sports Card Market Insights Highlighting Top Rookie and Vintage Investment Trends
July 13, 2026
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New YouTube Channel Launches For Beginners Looking To Start An Online Store
July 03, 2026
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Amazon Sellers Attorney for Account Suspension & IP Disputes: Services Announced
June 29, 2026
Via
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Intellectual Property
CollectorHome Launches Real-Time Price Sync for Collectibles Store Owners – Powered by Live eBay Market Data
June 08, 2026
Via
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Eastern Philosophy for Contemporary Healing: E-commerce Giant eBay and Walmart Feature Xuemo's New Work "Reclaim the Throne of Your Heart"
June 07, 2026
June 7, 2026 -- A landmark work of Eastern spiritual cultivation and inner transformation. Drawing on more than forty years of personal practice, contemplation, and exploration, Xuemo presents a...
Via
24-7 Press Release
Dan Leiva’s Amplified Earns Prestigious Kirkus Review, Cementing Its Place as a Definitive AI Leadership Manual
May 27, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Bangxing Silicone Revolutionizes Silicone Baby Product Partnerships: Low MOQ Support + VIP Long-Term Win-Win Programs
May 19, 2026
Via
PRLog
SuperDS Announces Expansion of Multi-Supplier Listing Automation and Inventory Management Infrastructure for eBay Sellers
May 16, 2026
Tel Aviv, Israel--(Newsfile Corp. - May 16, 2026) - SuperDS, an eBay dropshipping automation platform, announced the expansion of its...
Via
Newsfile
Topics
Supply Chain
GameStop Makes Unexpected $55.5B Bid to Acquire eBay
May 07, 2026
Via
Investor Brand Network
Hertz Car Sales Continues Retail Expansion with Digital Showroom on eBay
May 05, 2026
From
Hertz
Via
Business Wire
GameStop Proposes to Acquire eBay at $125.00 Per Share
May 03, 2026
From
GameStop Corp.
Via
Business Wire
Dan Leiva’s Amplified Earns Prestigious Kirkus Review, Cementing Its Place as a Definitive AI Leadership Manual
May 01, 2026
Via
AB Newswire
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Artificial Intelligence
Alien Road Powers AI-Led SEO and End-to-End Digital Growth
April 29, 2026
Via
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Artificial Intelligence
From Flawless eBay Hustle to E-Commerce Leader: How a B.C 26-Year-Old is Beating Retail Markups on Hair Regrowth Solutions
April 23, 2026
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Supply Chain
Award-Winning Author Robert Bartel Unveils New Beatles-Inspired Books, Documentaries, and Artwork
April 20, 2026
Via
AB Newswire
Timeshare Exit Report Publishes 2026 Rankings of Best Timeshare Exit Companies as Demand Surges for Contract Cancellation Solutions
April 17, 2026
Via
AB Newswire
CMP Media and Kore.ai Partner with Dan Leiva for Webinar on Human Judgment in the AI Era
April 13, 2026
Via
AB Newswire
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Artificial Intelligence
Ecom Accelerator Transitions from Remote International Operations to USA-Based Team for eBay Store Management
April 06, 2026
Via
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Ecom Accelerator Transitions from Remote International Operations to USA-Based Team for eBay Store Management
April 06, 2026
Via
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Zenith Clipping Releases New Guide Showing How High-Quality Photo Editing Can Increase E-commerce Sales
March 31, 2026
Via
AB Newswire
Kracked Screens Announces Expansion of National Inventory and Distribution Operations
March 22, 2026
San Francisco, California--(Newsfile Corp. - March 22, 2026) - Kracked Screens announces the expansion of its national inventory and wholesale...
Via
Newsfile
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Economy
CorpusIQ Launches AI-Powered Business Acceleration Platform Connecting 23+ Business Tools Directly Into Claude AI and ChatGPT
March 20, 2026
March 20, 2026 -- Small and mid-size businesses can now ask one question across accounting, CRM, analytics, ecommerce, email, and file storage and get instant answers, recommendations, and interactive...
Via
24-7 Press Release
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CX Research Institute Names VIDA Select Top Expert Matchmaker in San Jose in 2026 Research Report
March 10, 2026
Via
AB Newswire
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