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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
Client Information
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
TAM
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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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Fidelity National Information Services
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FIS to Report Fourth Quarter Earnings on February 24, 2026
Today 16:15 EST
From
Fidelity National Information Services
Via
Business Wire
HitPaw API is Integrated by Comfy for Professional AI Image and Video Enhancement to Global Creators
February 07, 2026
SAN FRANCISCO, Calif., Feb. 7, 2026 (SEND2PRESS NEWSWIRE) -- HitPaw, a leader in AI-powered visual enhancement solutions, announced Comfy, a global content creation platform, is integrating its image...
Via
Send2Press
Topics
Artificial Intelligence
GPTHumanizer AI debuts enhanced humanization model with free access tier
February 05, 2026
Via
AB Newswire
Topics
Artificial Intelligence
0.02% Compression, Zero Stutter: TeleAI’s GVC Revolutionizes Video Communication
February 02, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Jensen Capacitors: Premium Solutions for High-End Audio and Industrial Electronics
February 02, 2026
Via
AB Newswire
Topics
Supply Chain
Audyn Capacitors in High-Performance Audio and Precision Electronics
February 02, 2026
Via
AB Newswire
Bible Love Stories: Book About Ruth & Boaz Announced For Valentine's Day 2026
January 30, 2026
Via
Press Release Distribution Service
Topics
Religion
Create an AI Movie: A Complete Guide from Idea to Film with Cuty AI
January 30, 2026
Via
AB Newswire
Topics
Artificial Intelligence
The Cardinal Newman Society Announces Release of the 2025-2026 Edition of The Newman Guide
January 30, 2026
January 30, 2026 -- Among the institutions recognized in the 2025-2026 edition is Divine Mercy University, which has been named a Newman Guide Recommended Graduate School.
Via
24-7 Press Release
Topics
Religion
Pixazo Introduces Grok Imagine API for Image-Driven Animation and Multimodal Visual Creation
January 30, 2026
Via
AB Newswire
FIS Announces Increase to Quarterly Dividend
January 29, 2026
From
Fidelity National Information Services
Via
Business Wire
Yizhou Meng Advances Secure Distributed Systems Through Hybrid Access Control Models and Scalable Cloud Infrastructure
January 28, 2026
Via
Press Release Distribution Service
Original Hebrew Bible Restored: Ancient Manuscript Translation Released
January 26, 2026
Via
Press Release Distribution Service
Topics
Religion
FIS Appoints Anil Chakravarthy to the Board of Directors
January 22, 2026
From
Fidelity National Information Services
Via
Business Wire
Traditional Abstract LLC Specializes in 1031 Exchange in Allentown and Bethlehem, Pennsylvania
January 22, 2026
Via
ReleaseWire
Halper Sadeh LLC Encourages Fidelity National Information Services, Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
Halper Sadeh LLC
Via
Business Wire
BillionDollarBreaks – D-Wave Quantum Inc. (NYSE: QBTS) Demonstrates First Scalable, On-Chip Cryogenic Control of Gate-Model Qubits
January 15, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Supply Chain
FIS Launches Industry-First Offering Enabling Banks to Lead and Scale in Agentic Commerce
January 12, 2026
From
Fidelity National Information Services
Via
Business Wire
FIS Completes Strategic Acquisition of Global Payments’ Issuer Solutions Business and Sale of Worldpay Stake
January 12, 2026
From
Fidelity National Information Services
Via
Business Wire
Best Real Estate Marketing Agency USA 2026: HALO Socials Named #1
January 06, 2026
Via
AB Newswire
Dementia Care Guide for Out-of-State Families in Dallas-Fort Worth Released
January 06, 2026
Via
Press Release Distribution Service
Topics
Retirement
Best AI Presentation Maker (2026) Research Report Published by Kinross Research
January 02, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Top 5 Chauffeur Services in the United States (2025)
December 30, 2025
Via
AB Newswire
Tripo Leads the New Age of 3D AI, Setting a New Standard in Creation
December 26, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Best AI Headshot Generator (2026) Research Report Published by KinrossResearch.com
December 23, 2025
Via
AB Newswire
Topics
Artificial Intelligence
MM002052P53A: 20-520MHz, 200W Low-Distortion Broadband High Power Amplifier
December 23, 2025
Via
AB Newswire
Viltrox AF 35mm F1.2 LAB Z Launch Ends Year With a Milestone
December 17, 2025
Via
Get News
The Eras Tour Finally Bows Out on Disney+: Why Streaming It Isn’t Enough by BBFly Technology
December 16, 2025
After dominating our timelines and our playlists for the better part of two years, Taylor Swift is officially closing the chapter. Disney+ has announced the upcoming premiere of "Taylor Swift | The...
Via
PRUnderground
The Money Mindset Shifts That Help Women Build Wealth Confidently
December 11, 2025
For decades, financial advice has focused on tools and tactics — budgets, asset allocation, retirement vehicles. Today the conversation is shifting toward mindset: the beliefs and daily habits that...
Via
PulseBulletin.com
Topics
Retirement
FIS Named a Leader in Gartner® Magic Quadrant™ for Retail Core Banking Systems, North America
December 11, 2025
From
Fidelity National Information Services
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Business Wire
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