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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
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
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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
Services, Fees and Compensation
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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
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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ServiceNow, Inc. Common Stock
(NY:
NOW
)
124.88
+7.53 (+6.42%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 7, 2026
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Comfort Zone Heating & Air Conditioning Joins Go Lime
August 07, 2026
Cobourg, Ontario--(Newsfile Corp. - August 7, 2026) - Comfort Zone Heating & Air Conditioning, a local home comfort company serving...
Via
Newsfile
ServiceNow Opens First Brazil Office; Expands Academic Partnerships to Build Regional AI Talent
August 06, 2026
From
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Via
Business Wire
ServiceNow delivers Autonomous Security, the industry's most complete security offering
August 04, 2026
From
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Via
Business Wire
ServiceNow Names Simon Mouyal Chief Marketing Officer
August 03, 2026
From
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Business Wire
A Trusted, Decade-Strong Apostille Brokerage Service Now Serving All 50 States With Expedited Authentication for Personal, Legal, and Business Documents
July 27, 2026
Via
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Top 10 Industrial Quartz Stone Suppliers in China for Buyers?
July 24, 2026
Via
AB Newswire
Topics
Supply Chain
Experian accelerates AI-first experiences with ServiceNow AI Platform
July 23, 2026
From
ServiceNow
Via
Business Wire
TeamViewer and ServiceNow Launch Strategic Partnership to Accelerate Autonomous IT Operations
July 23, 2026
From
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Via
Business Wire
ServiceNow Reports Second Quarter 2026 Financial Results
July 22, 2026
From
ServiceNow
Via
Business Wire
Leidos reimagines experiences for 50,000 employees and boosts operational efficiency with the ServiceNow AI Platform
July 22, 2026
From
ServiceNow
Via
Business Wire
ServiceNow accelerates AI-powered government reinvention across nearly all 50 U.S. states with new customer wins
July 22, 2026
From
ServiceNow
Via
Business Wire
AI Strategy Consultant: Business Automation For Revenue Growth Announced
July 17, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Precision Laser Cutting Service Capabilities Upgraded as 6CProto Targets Faster Time-to-Market for Complex Prototypes
July 16, 2026
Via
AB Newswire
Voiply Adds AI Receptionist to Business VoIP Phone Plans
July 07, 2026
Phone and internet service provider Voiply's new AI Receptionist gives business customers around-the-clock call coverage, intelligent call routing, and lead capture.
Via
PRUnderground
Topics
Artificial Intelligence
ServiceNow to Announce Second Quarter 2026 Financial Results on July 22
July 01, 2026
From
ServiceNow
Via
Business Wire
ServiceNow and Accenture launch AI-powered services to accelerate the shift from legacy risk platforms to agentic AI
June 29, 2026
From
ServiceNow
Via
Business Wire
eLuminous Reinforces ServiceNow Expertise as Two Professionals Earn CAD Certification
June 26, 2026
Via
AB Newswire
Advertising Spend Not Working? Multi-Platform Organic Traffic Solution Announced
June 25, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Dayos Releases Athena: Agentic Replacement for Oracle and Workday AMS Contracts, Now Generally Available
June 18, 2026
Via
TheNewswire.com
Topics
Artificial Intelligence
Dayos Releases Athena: Agentic Replacement for Oracle and Workday AMS Contracts, Now Generally Available
June 18, 2026
SINGAPORE - Media OutReach Newswire - 18 June 2026 - Dayos Pte. Ltd., the Singapore-based AI company, today announced the general availability of Athena,...
Via
MediaOutReach
Topics
Artificial Intelligence
ChatGPT Citations For Attorneys & Law Firms: AEO Agency Service Announced
June 17, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Why Kiahuna Sunrise Cafe Hawaii Believes Restaurants Should Feel Human Again
June 16, 2026
Via
Get News
Search Box Optimization For Local Businesses: Google Visibility Services Updated
June 16, 2026
Via
Press Release Distribution Service
2026 ServiceNow Talent Sourcing Report Published by Aldric Research
June 15, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Sahuarita, AZ Commercial & Estate Property Cleanout Service: Update Announced
June 15, 2026
Via
Press Release Distribution Service
ServiceNow and IBM Expand Collaboration to Unlock Enterprise Data for AI at Scale
June 11, 2026
From
ServiceNow
Via
Business Wire
Hemanth Gudisa Leads Online ServiceNow AI Automation Workshop Hosted by SkildGrad and Sponsored by NowForceAI LLC
June 09, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Clean Site Rentals Emerges as the Go-To Nationwide Solution for Portable Toilet Rentals, Expanding to All 50 States This Month
June 05, 2026
Via
AB Newswire
Manchester Welcomes New Photo Booth Entertainment Service as Photo Booths Manchester Begins Operations
June 02, 2026
Via
GetFeatured
Smile HVAC Service Expands Air Conditioning Repair Solutions For Greater Toronto Area Homeowners
May 27, 2026
May 27, 2026 -- Smile HVAC Service now offers same-day AC installations and repair services across the GTA with upfront pricing and no hidden fees.
Via
24-7 Press Release
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