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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
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
Bond Fund Seminar
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JPMorgan Chase & Co
(NY:
JPM
)
302.10
-4.17 (-1.36%)
Official Closing Price
Updated: 7:00 PM EDT, May 8, 2026
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Press Releases about JPMorgan Chase & Co
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QELNIX CEO Steve Jensen Joins Industry Leaders at High-Level Panel Discussion on Global Risk and Innovation
May 05, 2026
Via
GlobePRwire
Topics
Stocks
Chase Accelerates Support for the Next Generation with Modern Banking Solutions
May 05, 2026
From
Chase
Via
Business Wire
Local Snapshot: Most Small Business Owners Aren’t Prepared for Succession, New Chase Survey Finds
May 04, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
Crypto News: Pepeto Presale Advancement Update Whilst Bitcoin Price Prediction Might Reach $100,000 Soon
May 02, 2026
Crypto news around Pepeto is moving faster than any presale this cycle. Large wallets keep entering at record pace, daily
Via
First Publisher
Topics
ETFs
Economy
JPMorganChase Files Form 10-Q for the Quarter Ended March 31, 2026
May 01, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
Team DNA: Practical experience in European financial engineering and cryptographic security
May 01, 2026
Life story ✍️ #marriage #husbandandwife #marriedlife #household #fromtheheart
Via
GlobePRwire
Zenith Industrial Outdoor Storage and J.P. Morgan Asset Management Announce Strategic Partnership to Accelerate Growth of Industrial Outdoor Storage Platform
April 28, 2026
From
Zenith Industrial Outdoor Storage
Via
Business Wire
JPMorganChase Named First-Ever Global Banking Partner of the Olympic Games
April 28, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
JPMorganChase Becomes Official Bank of Team USA and LA28 Olympic and Paralympic Games
April 28, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
JPMorganChase to Present at the Bernstein Strategic Decisions Conference
April 27, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
YINENG PHARMA Chairman Yi Yueneng Appears at the 2026 J.P. Morgan Healthcare Conference
April 24, 2026
Via
AB Newswire
Topics
Artificial Intelligence
JPMorganChase Expands Security and Resiliency Initiative Across Europe
April 21, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
Crypto News: Pepeto Presale Update Update While Bitcoin Price Prediction Reaches $21 Million
April 16, 2026
Crypto news from the Pepeto presale is picking up faster than anything this cycle has produced. Whale wallets keep entering
Via
First Publisher
Topics
ETFs
JPMorganChase 2026 Annual Meeting of Shareholders
April 15, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
JPMorganChase Declares Preferred Stock Dividends
April 15, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
Top Realtor in Kirkland, WA Highlights Rising Buyer Demand as Spring Market Gains Momentum
April 15, 2026
Via
AB Newswire
Crypto News: Pepeto Presale Declare $9.05M Raised Whilee Bitcoin Price And Ethereum Set For New Records – Here Is What It Means
April 14, 2026
Crypto news broke this week when the Pepeto presale crossed $9.05 million raised while new investor entries surged, with search
Via
First Publisher
JPMorganChase Reports First-Quarter 2026 Financial Results
April 14, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
Crypto News: Pepeto Project Growth Update While Bull Run Loads and Bitcoin Price Prediction Turns Bullish
April 13, 2026
Crypto news on Pepeto is moving faster than anything this presale cycle has produced. Whales keep stacking in at record
Via
First Publisher
Topics
ETFs
Regulatory Compliance
Crypto News: Pepeto Announces Investments Growth While Bitcoin Price Prediction Moves After Iran Talks Collapse
April 12, 2026
Crypto news around Pepeto is accelerating faster than any presale this cycle. Whale wallets keep entering at record pace, daily
Via
First Publisher
Topics
ETFs
JPMorganChase Publishes 2025 Annual Report, Including Chairman & CEO Letter to Shareholders
April 06, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
Gretchen Geser’s One Bright Ring Gains Attention as Emerging Author Prepares for Upcoming Release
April 01, 2026
Via
AB Newswire
Crypto News: Pepeto Presale Advancing While Ethereum and Bitcoin Price Might Reach New ATH and Here Is Why
April 01, 2026
The Pepeto presale is advancing toward launch on tier 1 exchanges including Binance, and the level of attention this project
Via
First Publisher
JPMorganChase Launches American Dream Initiative to Expand Local Economic Opportunity
March 31, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
JPMORGAN CHASE & CO. INVESTOR ALERT: Scott+Scott Attorneys at Law LLP Investigates JPMorgan Chase & Co.’s Directors and Officers for Breach of Fiduciary Duties – JPM
March 26, 2026
From
Scott+Scott Attorneys at Law LLP
Via
Business Wire
Crypto News: Pepeto Updates Binance Level Exchange While Ethereum Price Prediction Targets $7,500 After Buyer Volume Spike
March 25, 2026
The Ethereum based crypto Pepeto’s team just completed its order book engine and multi chain liquidity layer, clearing the last
Via
First Publisher
Topics
Artificial Intelligence
Leading a New Global Standard in Quantitative Trading: J.P. Morgan and Fubon Financial Holding Co.Ltd. Expand Strategic Partnership; Lin Zhenyu Drives Cross-Border Integration with “JNF AI Core”
March 25, 2026
Via
Get News
Topics
Artificial Intelligence
Independent Restaurant Coalition (IRC) and Chase Announce 40 Recipients of Innovator Awards, Investing $1 Million in Small Businesses Driving Community and Sustainability
March 25, 2026
From
Chase
Via
Business Wire
CMX Gold & Silver Corp. (CSE: CXC) (OTC: CXXMF) Sees Important Geological Indicators for Advancing Clayton Silver Project Exploration
March 24, 2026
Via
Investor Brand Network
Blockchain Innovation Network Inc Announces Comprehensive Upgrade to BOIN Exchange’s Global Strategy, Setting New Standards for Web3 Trading
March 22, 2026
Via
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