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home
about us
Investment Approach
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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
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
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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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JPMorgan Chase & Co
(NY:
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357.52
+1.22 (+0.34%)
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Updated: 7:00 PM EDT, Aug 7, 2026
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Breaking News: XORKETS FX Successfully Completes Nasdaq Listing
August 07, 2026
Via
GlobePRwire
Topics
Initial Public Offering
JPMorganChase Files Form 10-Q for the Quarter Ended June 30, 2026
August 06, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
Four Top-Tier Financial Institutions Speak Out: Why We Are Heavily Investing in XORKETS FX
August 06, 2026
Via
GlobePRwire
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Artificial Intelligence
Did You Lose Money Investing in Wix.com Ltd.? Robbins LLP Reminds Investors With Significant Losses of the Opportunity to Lead the Class Action Against WIX
August 03, 2026
San Diego, California--(Newsfile Corp. - August 3, 2026) - Robbins LLP reminds investors that a securities class action has been...
Via
Newsfile
Topics
Artificial Intelligence
Lawsuit
JPMorganChase Doubles Down on Housing, Aiming to Deploy $750 Billion Through 2035—Up by More Than $200 Billion—Through Its American Dream Initiative
August 03, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
Morrow Ni LLP Partner Angus Ni Expands Arbitration Practice for Cross-Border Disputes
July 30, 2026
Via
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Topics
Fraud
Initial Public Offering
Countdown to XORKETS FX Listing Begins
July 30, 2026
Via
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Bobby Garon, Naples, Florida Finance and Insurance Professional, Launches Personal Website at bobbygaron.com
July 29, 2026
July 29, 2026 -- Bobby Garon, a Naples, Florida-based finance and insurance professional, has launched his official personal website at bobbygaron.com. The site showcases his expertise in financial...
Via
24-7 Press Release
Top Real Estate Listing Agent in Kirkland, WA, Highlights Rare Luxury Estate in Fall City Blending Privacy and Sustainability
July 24, 2026
Via
AB Newswire
Gold and Silver Are Trading Below Every Major Bank Target
July 22, 2026
Via
BusinesNews Wire
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Economy
Joshua Chefec: Turning Pressure Into Progress
July 15, 2026
Via
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JPMorganChase Declares Preferred Stock Dividends
July 15, 2026
From
JPMorgan Chase & Co.
Via
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Chase Sapphire Lounge by The Club Opens at Dallas Fort Worth International Airport (DFW)
July 15, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
JPMorganChase Announces $24 Million to Help Strengthen Shipbuilding in Philadelphia and America’s Defense Industrial Base
July 15, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
JPMorganChase Reports Second-Quarter 2026 Financial Results
July 14, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
Today’s Bitcoin News: BTC Price Breaks Through $64,000; How ASDeFi Helps You Easily Accumulate BTC Without Hardware
July 12, 2026
Bitcoin Price Returns to $64,000 as Investors Seek More Stable Ways to Accumulate BTC — ASDeFi Offers Daily Rewards That Require No Hardware or Technical Expertise. Bitcoin Breaks Through $64,000:...
Via
Worldnewswire
Topics
ETFs
Economy
Joshua Chefec Advocates for the Power of Diverse Thinking in Decision-Making
July 08, 2026
July 8, 2026 -- Joshua Chefec of New York, NY, is encouraging professionals to seek out different perspectives and challenge their own assumptions to make better decisions in business and life.
Via
24-7 Press Release
GPC LLC Launches GPC:AI Token to Track the Value Of AI-Enhanced Production
July 07, 2026
Via
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Topics
Artificial Intelligence
Bonds
Economy
Why Wall Street Watches Jefferies’ Earnings Reports Closely
July 02, 2026
Via
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617 Collective Appoints Victor Martinez as Partner and Head of Capital Markets
June 30, 2026
June 30, 2026 -- Former Citi and JPMorgan Executive Joins as 617 Collective Advances Plan to Deploy Up to $100 Million Across Founder-Led Marketing, Media, and Creator Economy Businesses
Via
24-7 Press Release
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Economy
JPMorganChase Doubles Down on Community Banking to Expand Affordable Access and Financial Health Education Through the American Dream Initiative
June 25, 2026
From
JPMorgan Chase & Co.
Via
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JPMorganChase Names Doug Petno and Troy Rohrbaugh Co-Presidents of the Company
June 25, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
TrustEvals, Founded by Unmukt Raizada, Launches Next-Generation AI Governance for Financial Services, Real Estate firms, and Enterprise Audits
June 25, 2026
Via
AB Newswire
Topics
Artificial Intelligence
JPMorganChase Announces 2026 Dodd-Frank Act Stress Test Results
June 24, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
JPMorganChase Regulatory Capital Update
June 24, 2026
From
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Cooltechx Publishes Detailed Technical Specifications for Its Energy Storage Cooling Product Line
June 22, 2026
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CryptoNewsBreaks – Toronto to Host Industry Leaders for a Deep Dive into the Future of Finance
June 22, 2026
Via
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CryptoNewsBreaks – Toronto to Host Industry Leaders for a Deep Dive into the Future of Finance
June 22, 2026
Via
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Topics
Artificial Intelligence
JPMorganChase to Host Second-Quarter 2026 Earnings Call
June 16, 2026
From
JPMorgan Chase & Co.
Via
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JPMorganChase Announces 2027 Investor Day
June 15, 2026
From
JPMorgan Chase & Co.
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