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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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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Client Contact with Portfolio Manager(s)
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 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
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
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
Bond Fund Seminar
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Small-Cap Spotlight: Myseum (NASDAQ: MYSE) Rises on Patent News, Expanding Footprint Poised for Growth in 2026 – More Stocks Inside
October 14, 2025
Via
AB Newswire
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May 08, 2025
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Solidion Develops a Lithium Battery that can be Charged in 5 minutes With Key Newly Granted US Patent
October 30, 2024
Solidion is granted a key US patent on a Graphene-Enabled Battery Fast-Charging and Cooling System
From
Solidion Technology, Inc.
Via
GlobeNewswire
Solidion Technology, Inc. Announces Pricing of $4 Million Private Placement
August 30, 2024
From
Solidion Technology Inc.
Via
GlobeNewswire
Solidion Offers Strategic Partnership Opportunities on Next-Gen EV Batteries
August 26, 2024
Solidion’s advanced lithium-sulfur battery technologies are designed to double the EV driving range without increasing the battery weight
From
Solidion Technology, Inc.
Via
GlobeNewswire
Solidion’s Silicon/Graphene Anode Materials Validated by an EV OEM-Appointed Third Party
August 21, 2024
Solidion’s Silicon composition is on par with Silane gas-derived Si at a substantially lower cost to EV manufacturers
From
Solidion Technology, Inc.
Via
GlobeNewswire
Solidion Granted 20 Patents on Next-Gen Batteries by the US Patent and Trademark Office During First 8 Months of 2024
August 20, 2024
This significantly expanded IP portfolio further solidifies Solidion’s leadership position in solid-state and other advanced battery technologies
From
Solidion Technology, Inc.
Via
GlobeNewswire
Solidion Technology Reports Results for Q2 2024
August 13, 2024
From
Solidion Technology, Inc.
Via
GlobeNewswire
Solidion Announces Inclusion in Russell 3000® Index
July 01, 2024
From
Solidion Technology, Inc.
Via
GlobeNewswire
Solidion Ready to Expand Production Capacity of Silicon/Graphene Composite Anode Materials
June 25, 2024
Providing a Drop-in Solution to Lithium-ion Batteries for Extending the Driving Range without Increasing the EV Weight
From
Solidion Technology, Inc.
Via
GlobeNewswire
“Significant Technical Milestone”
June 20, 2024
Solidion’s cost effective technology removes the need to import graphite into North America and the EV industry is taking notice
From
Solidion Technology, Inc.
Via
GlobeNewswire
Solidion Technology Reports Results for Q1 2024
June 07, 2024
From
Solidion Technology, Inc.
Via
GlobeNewswire
Solidion Technology Announces Receipt of Expected Delinquency Notification Letter From Nasdaq Relating to Non-Compliance with Listing Rule 5250(c)(1)
June 06, 2024
From
Solidion Technology Inc.
Via
GlobeNewswire
Solidion’s BEEP Platform Solves the Design and Manufacturing Issues of Solid-State Batteries
May 07, 2024
The company’s revolutionary, patent-protected bipolar electrode-to-pack technology dramatically reduces battery weight, volume, and cost
From
Solidion Technology, Inc.
Via
GlobeNewswire
Solidion Technology Reports Results for Full Year 2023
April 12, 2024
From
Solidion Technology, Inc.
Via
GlobeNewswire
TechMediaBreaks — Solidion Technology Inc. (NASDAQ: STI) Reports on $3.85M Securities Purchase Agreement
March 18, 2024
Via
Investor Brand Network
Solidion Technology, Inc. Announces Pricing of $3.85 Million Private Placement
March 13, 2024
From
Solidion Technology Inc.
Via
GlobeNewswire
Solidion Technology’s Lithium-Sulfur Batteries on a Launch Pad to Accelerate the Takeoff of the eVTOL Aircraft Industry
March 06, 2024
From
Solidion Technology, Inc.
Via
GlobeNewswire
Extending the Driving Range without Increasing EV Weight? Yes, Solidion Technology, Inc. Provides Solutions
February 27, 2024
From
Solidion Technology, Inc.
Via
GlobeNewswire
Solidion Technology, Inc. Provides Drop-in Solutions to the Production of Solid-State Batteries
February 20, 2024
From
Solidion Technology, Inc.
Via
GlobeNewswire
Solidion Technology Inc. Ready to Produce Sustainable Graphite Anode Materials, a Key Component in Lithium-ion Batteries
February 15, 2024
From
Solidion Technology, Inc.
Via
GlobeNewswire
InvestorNewsBreaks — Solidion Technology Inc. (NASDAQ: STI) Result of Business Combination Closing, Shares Start Trading Today
February 05, 2024
Via
Investor Brand Network
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