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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
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
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EVENTS
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Event Schedule
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
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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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New York Times Company (The) Common Stock
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Updated: 7:00 PM EDT, May 15, 2026
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San Francisco Writer Wins Webby Award, Internet's Highest Honor, for Website Based on her Novel
May 14, 2026
Via
PRLog
Rule #1 Investing Published a New Guide on AI and Investing Education
May 14, 2026
Via
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The New York Times Company's President and Chief Executive Officer Meredith Kopit Levien to Participate in the J.P. Morgan Global Technology, Media and Communications Conference
May 12, 2026
From
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Via
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Nine Little Indians, Produced by Tony Robbins and Leonardo DiCaprio and Directed by Shannon Kring, Premieres on May 27
May 11, 2026
Robbins announces the world premiere of the documentary exposing the abuses of the American Indian boarding school system. The premiere will take place on May 27 at Lincoln Center.
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At-Home Foot & Ankle Inflammation Reduction Techniques: Guide Released
May 07, 2026
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The New York Times Company Reports First-Quarter 2026 Results
May 06, 2026
From
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Stranger on the Shore by William J Borak Gains Recognition Following Multiple Literary Awards and Industry Endorsements
May 05, 2026
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Chris Fox Gilson Showcases His “Speculative Fiction” Art Internationally With a Surprise For Miami Art Week
April 30, 2026
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American scientists have a very short-lived, golden opportunity to lead a global scientific revolution
April 29, 2026
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Why Nagasaki City Is Japan’s Most Compelling Cultural Destination Right Now
April 28, 2026
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Slaying the Workplace Bully: The Executive’s Playbook for Overcoming the Business and Operational Costs of a Toxic Workplace
April 24, 2026
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Expert Matchmaker in Pittsburgh Report by CX Research Institute
April 23, 2026
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Expert Matchmaker in Peninsula Report by CX Research Institute
April 22, 2026
Via
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The New York Times Company to Announce First-Quarter Financial Results on May 6, 2026
April 15, 2026
From
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Via
Business Wire
From Traditional Ties to Individual Triumph: New Memoir "Arranged Marriage" Challenges Cultural Silences and the Immigrant Experience
April 11, 2026
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Readers’ Favorite recognizes Maegen Lara’s Book “Life Skills For Teens Toolkit” in its annual international book award contest
April 08, 2026
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From 2011 to 2026: Price 4 Charter Buses & Limos Celebrates 15 Years of Moving America
April 07, 2026
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Half of All Heart Attacks Happen to People with “Normal” Cholesterol. Vitals Vault’s New CT Scan Detects the Disease Blood Tests Can Miss
April 06, 2026
Via
AB Newswire
Vitals Vault Appoints New York Times Bestselling Author and Medical School Professor Dr. Robert Lufkin as Chief Medical Officer, Accelerating Its Mission to Replace Reactive Healthcare with Predictive
April 03, 2026
Via
AB Newswire
Topics
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Rey Perez Announces Exclusive “Speaking & Sales Mastery” Experience in Salt Lake City Featuring Dan Clark, Carl Gould, and Sir Dr. James Dentley III
April 02, 2026
Via
Get News
Rey Perez Announces Exclusive “Speaking & Sales Mastery” Experience in Salt Lake City Featuring Dan Clark, Carl Gould, and Sir Dr. James Dentley III
April 02, 2026
SALT LAKE CITY, UT Global branding authority and business growth strategist Rey Perez announces Speaking & Sales Mastery, an exclusive, high-level live experience curated for faith-based,...
Via
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UK AI Copyright Reversal Validates Skill Refinery Platform Founded by Matt Cretzman
April 01, 2026
Via
Press Release Distribution Service
Topics
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Intellectual Property
New Report: Entrepreneurs Are Overwhelmed by AI. Tony Robbins, Dean Graziosi and Igor Pogany Launch Free AI Advantage Summit to Help Them Catch Up
April 01, 2026
PALM BEACH, Fla., April 1, 2026 (SEND2PRESS NEWSWIRE) -- Artificial intelligence is transforming industries at a pace few people feel prepared for. For many entrepreneurs, small business owners and...
Via
Send2Press
Topics
Artificial Intelligence
BRANDI GLANVILLE UNFILTERED WITH JAMES MAAS OFFICIALLY RE-LAUNCHES TODAY
March 19, 2026
March 19, 2026 -- Fan-Favorite Podcast Returns with All-New Episodes Featuring Hot Takes, RHOBH Gossip, Fake Birkins & More
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Silence and Resistance: Memoir of a Girlhood in Haiti, is Longlisted for the BOCAS Literary Award in Nonfiction
March 17, 2026
Via
PRLog
New York Times Bestselling Author Daphna Edwards Ziman Relaunches The Gray Zone, A Gripping Novel Inspired by Real Issues Facing Foster Youth and the Justice System
March 23, 2026
Via
AB Newswire
Winchendon Music Festival Reaffirms Free Access, Championing Arts as a Public Good
March 17, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Theatre In DC Highlights an Extraordinary Season of Broadway Touring Productions Coming to the Washington, DC Area
March 16, 2026
Via
AB Newswire
HKTDC Smart Lighting Expo and Hong Kong International Lighting Fair (Spring Edition) to open in April
March 16, 2026
Via
TheNewswire.com
Topics
Economy
HKTDC Smart Lighting Expo and Hong Kong International Lighting Fair (Spring Edition) to open in April
March 16, 2026
HONG KONG SAR - Media OutReach Newswire - 16 March 2026 - The 17th HKTDC Hong Kong International Lighting Fair (Spring Edition) and the 3rd HKTDC Smart...
Via
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