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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
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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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United Parcel Service
(NY:
UPS
)
102.58
-0.28 (-0.27%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 20, 2026
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FedEx Express Armory Drive Closing Aug 29, 2026 - Local Shipping Alternative
August 16, 2026
Via
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Maryland Pasture-Raised Chicken With Cut & Bulk Order Options Available
August 13, 2026
Via
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UPS Announces Quarterly Dividend
August 05, 2026
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Why AI Data Centers Are Buying a Battery Technology Older Than the Internet Itself
August 03, 2026
Via
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UPS Makes Shipping Easier than Ever with New Digital Tools for SMB Customers
July 30, 2026
From
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Business Wire
Lanstar Voice and Data Rolls Out Upgraded Emergency-Failover Features for Hosted Business Phone Systems
July 29, 2026
Via
AB Newswire
UPS Releases 2Q 2026 Earnings
July 28, 2026
From
UPS
Via
Business Wire
EBL Introduces 2400W Portable Power Station for Reliable Home Backup Power During Outages
July 27, 2026
Via
Press Release Distribution Service
Topics
Emissions
Energy
Deyang Rata Introduces 1800kW Load Bank for Data Center and Energy Storage Power Testing
July 23, 2026
Via
AB Newswire
Deyang Rata Launches SIRL-250L AC Resistive-Inductive Load Bank for Advanced Power System Testing
July 23, 2026
Via
AB Newswire
UPS To Release Second-Quarter 2026 Results On Tuesday, July 28, 2026
July 14, 2026
From
United Parcel Service
Via
Business Wire
New Critical Facilities Engineer Salary and Career Guide by Overwatch
July 06, 2026
New Overwatch guide explains critical facilities engineer pay, systems, skills, certifications, entry paths, and data center career growth.
Via
PRUnderground
New Guide to Data Center Commissioning Engineer Careers Published by Overwatch
July 06, 2026
New Overwatch guide explains what commissioning engineers do, what systems they test, salary expectations, travel demands, skills, and career paths.
Via
PRUnderground
Overwatch Releases Data Center Technician Salary Guide for Mission Critical Careers
July 06, 2026
New guide explains salary ranges, hourly pay, six figure career paths, certifications and growth opportunities for data center technicians and skilled trades professionals.
Via
PRUnderground
Topics
Artificial Intelligence
Best 4×6 Thermal Label Printers for Shipping in 2026 | McAuley Labels
June 25, 2026
Via
AB Newswire
Delivery Truck Accident Liability Reaches the Carrier, Not Just the Driver
June 25, 2026
Via
Press Release Distribution Service
Rata Introduces RM10 10kW Rack Load Bank to Support Growing Data Center and AI Infrastructure Testing Needs
June 23, 2026
Via
AB Newswire
Topics
Artificial Intelligence
UPS Extends Complex Healthcare Logistics Lead with $48 Million Investment in Temperature-Controlled Freight Cross-Dock Facilities
June 22, 2026
From
UPS
Via
Business Wire
Proof Over Promises: UPS's Bold AI Initiatives Enhance Products, Services and Customer Experience
June 18, 2026
From
UPS
Via
Business Wire
ANS Reinforces Its Position as a Nationwide Leader in Wireless Infrastructure, Critical Communications, and Next-Gen Connectivity Solutions
June 11, 2026
Via
AB Newswire
Topics
Artificial Intelligence
TechMediaBreaks – Solidion Technology Inc. (NASDAQ: STI) Closes $35 Million Private Placement
June 11, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Intellectual Property
From Cart to Cookout: Omaha Steaks and Roadie Power Same-Day Delivery for Father’s Day
June 11, 2026
From
Roadie
Via
Business Wire
GCM Contracting Solutions Partners with LCEC on New West Cape Coral Service Center
June 09, 2026
Via
AB Newswire
Ruslan Averin publishes equity assessments on UPS and UnitedHealth Group
June 07, 2026
Via
Press Release Distribution Service
ContrastConnect Releases Guide To Redundancy Standards For Virtual Supervision
June 05, 2026
Via
Press Release Distribution Service
Industrial and systems engineers celebrate key leaders in the field at IISE Annual Conference
June 01, 2026
Via
PRLog
UPS Invests $50 Million to Transform Logistics for North American Automotive and Industrial Manufacturers, Launches Air Freight Expansion in Mexico
May 29, 2026
From
UPS
Via
Business Wire
Deyang Rata to Showcase Advanced Load Bank Solutions at the 12th Shanghai International Data Center Industry Exhibition
May 25, 2026
Via
GlobePRwire
Topics
Artificial Intelligence
Attorneys for Airline Crash Victims’ Families Frustrated With Boeing, UPS, ST Engineering
May 22, 2026
WASHINGTON, DC. — Attorneys Sam Aguiar and Jonathan Hollan observed in person this week as NTSB investigative hearings into the crash of UPS Flight 2976 expos
Via
Law Firm Newswire
Deyang Rata to Showcase Advanced Load Bank Solutions at the 12th Shanghai International Data Center Industry Exhibition
May 22, 2026
Via
GlobePRwire
Topics
Artificial Intelligence
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