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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
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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
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Nasdaq OMX Group
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Updated: 4:00 PM EDT, Mar 13, 2026
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1 Profitable Stock to Keep an Eye On and 2 We Brush Off
January 20, 2026
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Via
StockStory
AstraZeneca Signals End of an Era: Formal Move to NYSE Triggers Major Index Rebalancing
January 20, 2026
LONDON — January 20, 2026 — In a milestone moment for global capital markets, pharmaceutical giant AstraZeneca (NYSE: AZN) has officially filed its formal notice of voluntary withdrawal from the Nasdaq...
Via
MarketMinute
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Regulatory Compliance
1 Reason NDAQ is Risky and 1 Stock to Buy Instead
January 19, 2026
Nasdaq trades at $101.49 per share and has stayed right on track with the overall market, gaining 13.7% over the last six months. At the same time, the S&P 500 has returned 10%.
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NYSE-parent ICE’s CEO Jeffrey Sprecher Says ‘Trying To Catch Up’ With Firms Like Robinhood On 24/7 Markets
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January 12, 2026
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Coinbase, Nasdaq, S&P Global Seen As 2026 Fintech Winners By Clear Street
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December 26, 2025
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Stocktwits
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The ‘Maduro Bet’ Backlash: Will Congress Finally Ban Prediction Market Insider Trading?
January 13, 2026
The world of prediction markets is facing its most significant legislative reckoning to date. Following a series of suspicious trades linked to high-stakes geopolitical events, Representative Ritchie...
Via
PredictStreet
Topics
Regulatory Compliance
Nasdaq Assumes Role of Market Gatekeeper with New Discretionary Authority to Combat Manipulation
January 13, 2026
In a decisive move to fortify the integrity of the public markets, Nasdaq, Inc. (Nasdaq:NDAQ) has officially implemented Rule IM-5101-3, a landmark regulatory shift that grants the exchange...
Via
MarketMinute
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The Digital Silver Rush: How Canary Capital’s Litecoin ETF Transformed the ‘Silver to Gold’ Narrative into Institutional Reality
January 12, 2026
By [Expert Crypto Journalist Name] January 12, 2026 The cryptocurrency landscape has officially entered its “commodity-first” era. Following months of intense speculation and a regulatory tug-of-war...
Via
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2 Nasdaq-100 Stocks That Are No-Brainer Buys in 2026, and 1 to Avoid
↗
January 12, 2026
Among the 100 predominantly growth-driven companies that comprise the Nasdaq-100, you'll find two phenomenal businesses with ample catalysts, as well as a highflier whose valuation premium can't be...
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Hacking
3 Unpopular Stocks We Think Twice About
January 08, 2026
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other...
Via
StockStory
Topics
Electric Vehicles
World Trade
Atkins Unveils 'Make IPOs Great Again' Initiative: A Seismic Shift in SEC Strategy to Revive U.S. Capital Markets
January 08, 2026
As of early January 2026, the landscape of American finance is undergoing its most radical transformation in decades. Securities and Exchange Commission (SEC) Chairman Paul Atkins, who took the helm in...
Via
MarketMinute
Topics
Economy
Initial Public Offering
Lawsuit
The End of the Closing Bell: Nasdaq and NYSE Race Toward a 24/7 Global Market
January 08, 2026
As the sun sets over the Hudson River on January 8, 2026, the traditional silence that once signaled the end of the trading day is becoming a relic of the past. The U.S. financial system is currently...
Via
MarketMinute
Topics
Regulatory Compliance
Wall Street’s Digital Renaissance: SEC and DTCC Pave the Way for On-Chain Stock Trading
January 08, 2026
In a historic pivot that marks the end of the "paper-and-ink" era of American finance, the Securities and Exchange Commission (SEC) has officially authorized the tokenization of traditional stocks on...
Via
MarketMinute
Topics
Bonds
Regulatory Compliance
Nasdaq Stock Keeps Rising - Is It Worth Buying NDAQ Now?
January 06, 2026
Nasdaq stock is up over 16.4% in the last two months, and up +2.6% this year. So, is it worth buying NDAQ now? It's near analysts' price targets who may be waiting for upcoming results. One attractive...
Via
Barchart.com
The Final Stand: Congress Faces Historic Reckoning as Stock Trading Ban Gains Critical Momentum
January 01, 2026
As the gavel falls on the first session of 2026, the halls of the U.S. Capitol are gripped by a legislative storm that has been brewing for over a decade. The intensifying fight over a comprehensive...
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
Singapore Exchange (SGX) Navigates a Year-End Cooling Period as 2026 Global Interest Rate Shifts Loom
January 01, 2026
As the final bells rang across global trading floors on December 31, 2025, the Singapore Exchange (SGX:S68) found itself in an uncharacteristically quiet retreat. Despite a landmark year that saw the...
Via
MarketMinute
Topics
Derivatives
Economy
Initial Public Offering
Wall Street Prepares for 2026: NYSE and Nasdaq Set Holiday Hours as Bond Markets Signal Early Exit
December 31, 2025
As the final grain of sand slips through the hourglass of 2025, Wall Street is preparing for its traditional transition into the new year. Today, December 31, 2025, marks the conclusion of a historic...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
3 Financials Stocks with Warning Signs
December 30, 2025
Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses essential financial services. But worries...
Via
StockStory
Topics
Derivatives
Stocks
US Stock Market Holiday Schedule: New Year's 2025-2026 Confirmed
December 29, 2025
As the final days of 2025 wind down, investors and institutional traders are readying their portfolios for the annual transition. The New York Stock Exchange (NYSE:ICE) and the Nasdaq Stock Market...
Via
MarketMinute
Topics
Bonds
Economy
Retirement
The Liquidity Vacuum: Why the 2025 Holiday Lull is a Double-Edged Sword for Markets
December 26, 2025
As the final week of 2025 unfolds, the bustling trading floors of Wall Street have fallen into their customary end-of-year hush. However, beneath the surface of this seasonal "quiet," a phenomenon...
Via
MarketMinute
Topics
Regulatory Compliance
The Great Migration: Why International Tech and Biotech Giants are Redomiciling to the Massachusetts Hub
December 23, 2025
The global financial landscape is witnessing a seismic shift as international corporations increasingly abandon their home markets to "onshore" in the United States. At the heart of this movement is...
Via
MarketMinute
Topics
Economy
Initial Public Offering
The AI Titan’s Tightrope: Super Micro Computer Navigates a Year of Growth and Governance
December 23, 2025
As of December 23, 2025, Super Micro Computer (NASDAQ: SMCI) stands at a pivotal crossroads that defines the current era of the artificial intelligence boom. Once the darling of Wall Street for its...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
The $7 Trillion 'Options Cliff': Wall Street Braces for Historic Triple Witching Volatility
December 19, 2025
Today, December 19, 2025, marks the largest derivatives settlement in the history of the financial markets. An estimated $7.1 trillion in notional value across stock options, index options, and...
Via
MarketMinute
Topics
Derivatives
Economy
Stocks
Should You Buy the 3 Highest-Paying Dividend Stocks on the Nasdaq?
↗
December 19, 2025
See if any of these high-yield stocks are worth buying.
Via
The Motley Fool
The $7 Trillion Cliff: Massive Options Expiration Collides with Post-CPI Euphoria
December 18, 2025
The global financial markets are bracing for a historic "Triple Witching" event on Friday, December 19, 2025, as a record-breaking $7.1 trillion in notional value of options and futures contracts are...
Via
MarketMinute
Topics
Derivatives
Economy
Regulatory Compliance
London’s Counter-Strike: How Elliott’s Bookseller IPO Could Signal a New Era in the Transatlantic Listing War
December 18, 2025
As 2025 draws to a close, the long-standing rivalry between the London and New York stock exchanges has reached a definitive turning point. For years, the narrative has been one of "de-equitization" in...
Via
MarketMinute
Topics
Artificial Intelligence
Initial Public Offering
The Market's Shifting Sands: Investor Behavior Points to Risk-Off Pivot Amidst Year-End Selloff
December 17, 2025
The financial markets are currently experiencing a significant recalibration, with investor behavior data as of December 17, 2025, signaling a distinct "risk-off" posture despite underlying bullish...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Nasdaq's Bold Leap: A 23-Hour Trading Day Dawns, Reshaping Wall Street and Rekindling Risk Debates
December 17, 2025
Nasdaq (NASDAQ:NDAQ) has set the financial world abuzz with its ambitious proposal to extend weekday trading hours to a near 24-hour schedule, a "5x23 model" that promises to fundamentally alter the...
Via
MarketMinute
Topics
Bonds
Derivatives
Regulatory Compliance
Nasdaq's Bold Leap: Proposing Near 24-Hour Weekday Trading to Reshape Global Markets
December 16, 2025
In a significant move poised to redefine the landscape of global equity markets, Nasdaq (NASDAQ: NDAQ) has formally submitted a proposal to the U.S. Securities and Exchange Commission (SEC) to extend...
Via
MarketMinute
Topics
Regulatory Compliance
Texas Stock Exchange Secures $270 Million, Poised to Challenge NYSE and Nasdaq
December 15, 2025
In a significant development set to reshape the landscape of U.S. capital markets, the Texas Stock Exchange (TXSE) Group has successfully concluded its fundraising efforts, amassing a formidable $270...
Via
MarketMinute
Topics
Economy
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