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home
about us
Investment Approach
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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
Services, Fees and Compensation
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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
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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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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Caterpillar
(NY:
CAT
)
583.76
+1.34 (+0.23%)
Official Closing Price
Updated: 5:00 PM EST, Dec 24, 2025
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Skid Heaven Expands Skid Steer Track Fitments and Adds Bridgestone to Line Up
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The Winning films of SRFF 2025 announced and Karren Karagulian Honored with a Cinematic Achievement Award
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Smart Mining Market to Reach USD 28.65 Billion by 2030 Driven by IoT and Autonomous Mining Solutions
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Falcon Copper Corp. Announces Appointment of Chief Financial Officer
September 23, 2025
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Indiana Commercial Diesel Generator Supplier Expands New and Used Inventory
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Stream the Inventionland Education Premiere on the Science Channel TV Show "Tomorrow's World Today"
September 05, 2025
Inventionland Education's 2025 Invention Contest is now streaming on Tomorrow's World Today, a four-time Telly Award�winning TV show. Filmed at Inventionland - Pittsburgh headquarters, the episode...
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Boots & Hanks Heavy Duty Truck Parts Offers Competitive Prices on Used Diesel Truck Engines Nationwide
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The “Golden Partner” for Caterpillar Mini Excavators – 266-8794 Carrier Roller Assembly Debuts
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August 06, 2025
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University Games' Briarpatch Serves Up Sweet New Very Hungry Caterpillar Bake Shop Matching Game
March 18, 2025
New matching game based on Eric Carle's The Very Hungry Caterpillar
Via
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University Games' Briarpatch Serves Up Sweet New Very Hungry Caterpillar Bake Shop Matching Game
February 11, 2025
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PJ Power Inc. Celebrates Two Decades as Florida’s Premier Aftermarket Diesel Engine Part and Electrical Component Supplier
January 20, 2025
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Caterpillar and Deere Get Analyst Upgrades, Could Move Higher
October 14, 2024
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RPM International Thrives in Rate-Cut Driven Construction Rally
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September 30, 2024
Earnings growth is the single-best predictor of stock price growth; here are four names that investors should watch closely when they report earnings
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