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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
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
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International Business Machines
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Press Releases about International Business Machines
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Huntington, IN Hybrid Cloud Infrastructure for SMEs: Benefits Guide Published
August 07, 2026
Via
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AI Agent Development For Small Businesses: Autonomous Workflow Services Launched
August 05, 2026
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INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of International Business Machines Corporation - IBM
August 04, 2026
From
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When Family Becomes the Hardest Story to Tell
July 30, 2026
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It’s Christmas Eve and All Through the Sea: A Magical Underwater Christmas Adventure by Lynell Lomax
July 07, 2026
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Marva R. Bailer, Chief Executive Officer of Qualaix, is appointed as a Global Advisory Board Member of the Forttuna Business Council
July 30, 2026
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Tech Fest 2026 Showcases the Future of AI, Startups, and Innovation in Silicon Valley
July 29, 2026
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PursuitCI Ranks 500+ Certifications by What They Actually Pay – and Makes It Free
July 29, 2026
Via
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INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of International Business Machines Corporation - IBM
July 28, 2026
From
Pomerantz LLP
Via
GlobeNewswire
Best AI Upskilling Programs for Enterprise Teams in 2026
July 24, 2026
Via
AB Newswire
Topics
Artificial Intelligence
IBM INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. is Investigating International Business Machines Corporation on Behalf of IBM Stockholders and Encourages Investors to Contact the Firm
July 23, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of International Business Machines Corporation - IBM
July 21, 2026
From
Pomerantz LLP
Via
GlobeNewswire
Forbes Cover Story: How Lara Sophie Bothur Built a Multi-Million Dollar Business on LinkedIn
July 18, 2026
Via
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OT Asset Management for Industrial Networks: Guide for Security Teams Published
July 17, 2026
Via
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Topics
Data Breach
AI Strategy Consultant: Business Automation For Revenue Growth Announced
July 17, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Kitecyber Launches Endpoint AI Workflow Security to Govern Agent Actions
July 17, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Data Breach
Securities Fraud Investigation Into International Business Machines Corporation (IBM) Announced – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm
July 16, 2026
From
Glancy Prongay Wolke & Rotter LLP
Via
Business Wire
International Business Machines Corporation (IBM) Shareholders Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation
July 16, 2026
From
Law Offices of Howard G. Smith
Via
Business Wire
IBM Investor Alert: Levi & Korsinsky Notifies Investors of Investigation Into International Business Machines Corporation (IBM)
July 16, 2026
From
Levi & Korsinsky
Via
Business Wire
Securities Fraud Investigation Into International Business Machines Corporation (IBM) Announced – Shareholders Who Lost Money Urged to Contact The Law Offices of Frank R. Cruz
July 15, 2026
From
The Law Offices of Frank R. Cruz
Via
Business Wire
A New Memoir Shows It’s Never Too Late to Build the Life Once Thought Impossible
July 15, 2026
Via
AB Newswire
The Hardest Stories Are Often the Ones Told Last
July 14, 2026
Via
AB Newswire
Topics
Death
IBM Breaking Stock Drop: IBM Stock Plummets over 25% after Shortfall Announced Triggering Securities Fraud Investigation by BFA Law
July 14, 2026
From
Bleichmar Fonti & Auld LLP
Via
Business Wire
IBM Investors Have Opportunity to Join International Business Machines Corporation Fraud Investigation with the Schall Law Firm
July 14, 2026
From
The Schall Law Firm
Via
Business Wire
Rebalance's Sonja Breeding Named to the $100M Club: Top Female Financial Advisors 2026 List by InvestmentNews
July 13, 2026
Palo Alto, California--(Newsfile Corp. - July 13, 2026) - Award-winning wealth management firm Rebalance proudly announces that Sonja Breeding, CFP®,...
Via
Newsfile
New Memoir Shows It’s Never Too Late to Build the Life Never Expected
July 08, 2026
Via
AB Newswire
IBM and Red Hat Expand Lightwell with New Offerings to Build the Trust Infrastructure for AI-Era Open Source
July 08, 2026
From
Red Hat, Inc.
Via
Business Wire
Why Half the AI Data Centers in America Will Never Get Built
July 08, 2026
EQNX::TICKER_START (NASDAQ:MSFT),(NASDAQ:NVDA),(NYSE:IBM),(NASDAQ:SMCI),(NYSE:TSM) EQNX::TICKER_END
Via
FinancialNewsMedia
Topics
Artificial Intelligence
Mapping the U.S.-China Quantum Competition
July 07, 2026
(NewsUSA) - The United States remains a world leader in many areas of quantum information science, engineering, and technology (QISET), but without additional government investment, the U.S. may fall...
Via
NewsUSA
Topics
Artificial Intelligence
ETDA transforms AI Governance from global principles to real-world practice in Thailand at AIGW 2026
July 06, 2026
Via
AB Newswire
Topics
Artificial Intelligence
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