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home
about us
Investment Approach
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Team Biographies
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
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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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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
Sample Portfolio
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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Wells Fargo
(NY:
WFC
)
93.97
+2.41 (+2.63%)
Official Closing Price
Updated: 7:00 PM EST, Feb 6, 2026
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Wells Fargo Launches Ad with Comedian and Actor Marcello Hernández Ahead of Big Game
February 06, 2026
From
Wells Fargo & Company
Via
Business Wire
2026 Conan Gray Arena Tour Dates & Tickets: Discount Deals with Promo Code CITY10 – Save Now at CapitalCityTickets.com
February 04, 2026
Via
AB Newswire
Wells Fargo to Present at the UBS Financial Services Conference
February 03, 2026
From
Wells Fargo & Company
Via
Business Wire
Wells Fargo & Company Announces Common Stock Dividend
January 27, 2026
From
Wells Fargo & Company
Via
Business Wire
Wells Fargo Names Faraz Shafiq as Head of AI Products and Solutions
January 26, 2026
From
Wells Fargo & Company
Via
Business Wire
Friendly Dentistry: Home to the Best General Dentist in Greensboro NC
January 16, 2026
Via
GetFeatured
Wells Fargo Reports Fourth Quarter 2025 Financial Results
January 14, 2026
From
Wells Fargo & Company
Via
Business Wire
Knight's Pledge Wealth Management named one of Forbes 2026 Best-In-State Wealth Management Teams
January 12, 2026
Via
PRLog
Peapack Private Appoints Mark Zingale as Chief Legal Officer
January 12, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Peapack Private Appoints Mark Zingale as Chief Legal Officer
January 12, 2026
Via
TheNewswire.com
Wells Fargo to Announce Fourth Quarter 2025 Earnings on Jan. 14, 2026
January 07, 2026
From
Wells Fargo & Company
Via
Business Wire
The Boulder Group Arranges Sale of Net Leased 7-Eleven in Denver MSA
January 05, 2026
Via
AB Newswire
Setting New Financial Goals Feels Powerful; Sticking to Them Can Be Tough
January 05, 2026
From
Wells Fargo & Company
Via
Business Wire
2026 New Year Outlook: 3 Ways to Win in Business When the Rules Are Changing
January 05, 2026
Via
StatePoint Media
Topics
Artificial Intelligence
Economy
Fraud
Wells Fargo Supercharges its Investment Banking Ambitions with Hiring Spree
December 19, 2025
Via
Investor Brand Network
Wells Fargo & Company Announces Redemption of its Floating Rate Junior Subordinated Deferrable Interest Debentures
December 12, 2025
From
Wells Fargo & Company
Via
Business Wire
Wells Fargo Bank Decreases Prime Rate to 6.75 Percent
December 10, 2025
From
Wells Fargo & Company
Via
Business Wire
Wells Fargo Investment Institute: 2026 Poised for Markets Growth as Familiar Trends Create Potential Opportunities
December 10, 2025
From
Wells Fargo & Company
Via
Business Wire
Holiday Gifting Going Digital: Wells Fargo Study Reveals Growing Trend
December 09, 2025
From
Wells Fargo & Company
Via
Business Wire
Where to Turn to for Help in Navigating Financial Challenges
December 09, 2025
Via
StatePoint Media
Topics
Credit Cards
Wells Fargo to Present at the Goldman Sachs Financial Services Conference
December 02, 2025
From
Wells Fargo & Company
Via
Business Wire
California House Member Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California
November 26, 2025
Via
Press Release Distribution Service
Topics
Economy
Wells Fargo Names Saul Van Beurden to Lead Artificial Intelligence; Kleber Santos to Expand Responsibilities and Serve as Co-CEO of Consumer Banking and Lending with Van Beurden
November 20, 2025
From
Wells Fargo & Company
Via
Business Wire
Wells Fargo & Company Declares Cash Dividends on Preferred Stock
November 14, 2025
From
Wells Fargo & Company
Via
Business Wire
Voyageur Pharmaceuticals Ltd. Strengthens Board of Directors with Seasoned Financial Executive Virginia Alling to Drive U.S. Market Expansion
November 07, 2025
Via
TheNewswire.com
Exclusive Financing Opportunity Now Available for Home Comfort Upgrades
November 04, 2025
Via
AB Newswire
Wells Fargo Welcomes JetBlue as Newest Rewards Points Transfer Partner
November 04, 2025
From
Wells Fargo & Company
Via
Business Wire
Wells Fargo and Military Warriors Support Foundation Celebrate 10 Years of Veteran Vehicle Donations
November 03, 2025
From
Wells Fargo & Company
Via
Business Wire
The Boulder Group Successfully Closes 15th Net Leased Walgreens Deal in 2025
October 31, 2025
Via
AB Newswire
Wells Fargo to Present at the BancAnalysts Association of Boston Conference
October 30, 2025
From
Wells Fargo & Company
Via
Business Wire
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