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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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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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
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Wal-Mart Stores, Inc.
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Updated: 3:01 PM EST, Feb 27, 2026
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Why Membership Models Reshape Supply Chains and Margins
Today 5:09 EST
The Melaleuca Foundation serves as a charitable arm for Melaleuca to reach out and enhance the lives of those most in need.
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Walmart Leadership to Participate in Upcoming Investor Events
February 26, 2026
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Shantanu Bhatt Appointed as Judge for the 2026 Global Recognition Awards
February 23, 2026
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February 22, 2026
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Clear Ads Launches AI Search Optimization as 93% of AI Mode Queries Skip Websites
February 22, 2026
Brooklyn, New York--(Newsfile Corp. - February 22, 2026) - Clear Ads, an Advertising agency, today launched an AI search optimization...
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February 20, 2026
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Walmart Raises Annual Dividend to $0.99 per Share, Marking 53rd Consecutive Year of Dividend Increases
February 19, 2026
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Walmart reports revenue growth of 5.6%, up 4.9% in constant currency (cc)
February 19, 2026
From
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February 18, 2026
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AMZ Managed Solutions Announces Revolutionary E-Commerce Consulting Approach
February 18, 2026
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The Hidden Psychology Behind Buy Box Wins: What Milliseconds Mean for Marketplace Sellers
February 16, 2026
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GOTRAX Surpasses 7 Million Riders, Launches G4 Pro Giveaway in Red & Cyan
February 13, 2026
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Walmart To Host Fourth Quarter Earnings Conference Call February 19, 2026
February 12, 2026
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40-Acre Highway Commercial Land Development Site Across From Walmart Supercenter Hits the Market in Yreka, California
February 05, 2026
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Walmart Opens Next Generation Supercenter in Jacksonville
February 04, 2026
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InvestorNewsBreaks – Walmart Inc. (NASDAQ: WMT) Joins Trillion Dollar Club as Tech-Driven Strategy Lifts Valuation
February 03, 2026
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ETENWOLF Participates in SEMA 2025 and Connects with Partners, Walmart Connect, and Creators
February 02, 2026
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Clear Ads Outlines How US Sellers Can Capture $50K in Amazon MCF Savings Across Sales Channels
January 31, 2026
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Major League Soccer Unveils Walmart Saturday Showdown, a Weekly Marquee Matchup
January 27, 2026
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Synergy CHC Corp. (NASDAQ: SNYR): How a 25-Year Brain Health Brand Is Transforming Into a Functional Beverage Growth Story WMT, CVS, KR Inside
January 26, 2026
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Maju Superfoods Expands Multi-Channel Availability of Cold-Pressed Turkish Black Seed Oil with 2% Thymoquinone
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Shopping MERSCO Trampoline: Now Available Online at Walmart.com
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Walmart Marketplace Expands into Premium Musical Instruments with Leading Global Brands
January 20, 2026
From
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Walmart Announces Leadership Changes
January 16, 2026
From
Walmart Inc.
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Kathryn McLay to depart Walmart
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From
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Walmart Opens New Eastvale Supercenter to Support a Growing Community with Speed, Value, and Choice
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From
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Ecommerce Brands Marketing Automation Service For Organic Traffic, Update
January 13, 2026
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