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home
about us
Investment Approach
Client Service Approach
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
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
Services, Fees and Compensation
Client Information
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
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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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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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Domo, Inc. - Class B Common Stock
(NQ:
DOMO
)
8.880
+0.010 (+0.11%)
Streaming Delayed Price
Updated: 11:23 AM EST, Dec 26, 2025
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Domopalooza 2026: Domo Unveils the Next Era of Intelligent, AI-Driven Business Performance
December 11, 2025
From
Domo
Via
Business Wire
Domo Ranked a Top Vendor in Dresner’s 2025 Wisdom of Crowds Analytical Data Products Report
December 10, 2025
From
Domo
Via
Business Wire
Schnucks Builds an Intelligent Retail Operation on Domo’s AI and Data Products Platform
December 08, 2025
From
Domo
Via
Business Wire
Domo Announces Third Quarter Fiscal 2026 Financial Results
December 04, 2025
From
Domo, Inc.
Via
Business Wire
Domo’s AI and Data Products Platform Recognized With CRN 2025 Products of the Year Award
December 01, 2025
From
Domo
Via
Business Wire
Domo Joins Snowflake and Industry Leaders to Support the Open Semantic Interchange to Advance AI and Data Interoperability
November 25, 2025
From
Domo
Via
Business Wire
Domo and Formula 1 Driver Alex Albon Join Forces to Showcase the Power of Data and How it Helps Drive Performance
November 20, 2025
From
Domo
Via
Business Wire
Rising Star Outreach Uses Domo to Help Uplift People with Leprosy Across India
November 13, 2025
From
Domo
Via
Business Wire
Domo Announces Date of Third Quarter Fiscal 2026 Earnings Conference Call
November 12, 2025
From
Domo
Via
Business Wire
Showpass Selects Domo to Deliver Scalable, Real-Time Embedded Analytics Worldwide
September 18, 2025
From
Domo
Via
Business Wire
Panasonic Elevates Customer Support and Innovation with Domo
September 10, 2025
From
Domo
Via
Business Wire
Domo Ranked #1 Vendor in Dresner Advisory Services’ Wisdom of Crowds® 2025 Agentic AI Report
September 08, 2025
From
Domo
Via
Business Wire
Domo Named to 2025 Constellation ShortLists™ for Multicloud Analytics and Business Intelligence Platforms, Marketing Analytics Solutions, and Embedded Analytics
September 04, 2025
From
Domo
Via
Business Wire
Domo and Altis Partner on Marketing AI Agents to Help Drive Strategic Impact
August 28, 2025
From
Domo, Inc.
Via
Business Wire
Domo Announces Second Quarter Fiscal 2026 Financial Results
August 27, 2025
From
Domo, Inc.
Via
Business Wire
Domo Strengthens Partnership with AWS through Strategic Collaboration Agreement to Drive Rapid Adoption of Generative AI Solutions
August 27, 2025
From
Domo
Via
Business Wire
Domo Announces Enhanced Cloud Integration Capabilities with BigQuery
August 26, 2025
From
Domo, Inc.
Via
Business Wire
JR286 Teams Up with Domo to Break Down Data Silos and Accelerate Real-Time Business Insights Across Global Operations
August 26, 2025
From
Domo
Via
Business Wire
Domo Unveils Enhanced Cloud Integration Upgrades for Snowflake
August 25, 2025
From
Domo, Inc.
Via
Business Wire
CORRECTING and REPLACING Domo Announces Timing of its Second Quarter Fiscal 2026 Earnings Conference Call
August 25, 2025
From
Domo
Via
Business Wire
Domo Releases Second Annual “Data Never Sleeps: AI Edition” Infographic
August 13, 2025
From
Domo
Via
Business Wire
Domo’s Chris Willis Wins Executive Excellence Award
July 02, 2025
From
Domo
Via
Business Wire
Later Builds Social Creator Commerce and Revenue Opportunities with Domo
July 01, 2025
From
Domo, Inc.
Via
Business Wire
Domo Deepens Collaboration with Snowflake to Accelerate AI-Driven Analytics and Data Integration on the AI Data Cloud
June 26, 2025
From
Domo, Inc.
Via
Business Wire
Domo and Burbio to Launch AI-Powered K-12 Education Data Intelligence Tool
June 23, 2025
From
Domo, Inc.
Via
Business Wire
Domo Named a Leader in Dresner Advisory Services’ Wisdom of Crowds® 2025 Business Intelligence Market Study
June 16, 2025
From
Domo, Inc.
Via
Business Wire
Domo to Present at 2025 Data + AI Summit on Driving Real ROI with AI and Data Products
June 06, 2025
From
Domo
Via
Business Wire
Domo Named a Leader in the 2025 Nucleus Research Analytics Technology Value Matrix
June 05, 2025
From
Domo, Inc.
Via
Business Wire
Domo to Participate in the D.A. Davidson Technology Summit
June 04, 2025
From
Domo, Inc.
Via
Business Wire
Kaufman Rossin Unifies Data and Boosts Productivity with Domo
May 30, 2025
From
Domo, Inc.
Via
Business Wire
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