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home
about us
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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
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Intercontinental Exchange
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CoreCivic Stock Down This Past Year, but One Fund Took a $5 Million Stake Amid 26% Revenue Surge
↗
February 26, 2026
CoreCivic manages correctional and reentry facilities across the U.S., providing outsourced solutions for government agencies.
Via
The Motley Fool
AstraZeneca’s Strategic Leap: Pharmaceutical Giant Completes Historic Move to the New York Stock Exchange
February 26, 2026
On February 2, 2026, AstraZeneca PLC (NYSE: AZN) officially rang the opening bell at the New York Stock Exchange, marking the completion of its high-profile transition from the Nasdaq. The move signals...
Via
MarketMinute
Topics
ETFs
ICE First Look at Mortgage Performance: National Mortgage Delinquency Rate Edges Lower in January
February 26, 2026
From
Intercontinental Exchange
Via
Business Wire
The 23-Hour Stock Market: Nasdaq’s Bold Leap Toward a Borderless Financial Future
February 25, 2026
In a move that signals the most significant structural shift in American equity markets in decades, the financial world is bracing for a "23-hour" trading day. As of February 25, 2026, Nasdaq Inc....
Via
MarketMinute
Topics
Regulatory Compliance
Nasdaq's 2026 Investor Day: Revenue Targets Raised as AI Strategy Takes Center Stage
February 25, 2026
NEW YORK — Nasdaq, Inc. (NASDAQ: NDAQ) sent a clear message to Wall Street today during its highly anticipated 2026 Investor Day: the days of being viewed solely as a stock exchange are over. Standing...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
S&P 500 Eyes 7,200 Milestone as Bank of America Signals Strong Technical Floor at 6,750
February 25, 2026
As of February 25, 2026, the S&P 500 index (NYSEArca:SPY) finds itself in a high-stakes tug-of-war between psychological resistance and robust underlying support. Following a historic surge that saw...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Siege of Eccles Building: Federal Reserve Independence Faces Its Greatest Trial
February 24, 2026
WASHINGTON, D.C. — As of February 24, 2026, the bedrock of American monetary policy is trembling. The Federal Reserve, an institution designed to operate above the fray of partisan politics, is...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
1 S&P 500 Stock for Long-Term Investors and 2 We Turn Down
February 22, 2026
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth,...
Via
StockStory
Topics
Stocks
Coinbase Shares Surge 16% on Aggressive $2 Billion Buyback and 'Everything Exchange' Pivot
February 17, 2026
In a striking display of market resilience, shares of Coinbase Global, Inc. (Nasdaq: COIN) surged 16% today, February 17, 2026, as investors looked past a significant GAAP net loss to embrace the...
Via
MarketMinute
Topics
Derivatives
ETFs
Retirement
Wall Street Pauses for Presidents Day as Record-Breaking Dow Faces Tech Sector Headwinds
February 16, 2026
NEW YORK — The floor of the New York Stock Exchange (NYSE: ICE) sits silent today, February 16, 2026, as the U.S. financial markets observe the Presidents Day holiday. While the closure provides a...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
ICE Announces Record Open Interest Across its Interest Rate Derivatives Markets
February 13, 2026
From
Intercontinental Exchange
Via
Business Wire
PennyMac (PFSI) to Acquire Cenlar’s Subservicing Business in $257 Million Deal
February 12, 2026
In a definitive move that reshapes the landscape of American mortgage finance, PennyMac Financial Services, Inc. (NYSE: PFSI) announced on February 11, 2026, that it has entered into a definitive...
Via
MarketMinute
NYSE Launches NYSE Texas Advisory Board to Shape Future Expansion in the State
February 12, 2026
From
Intercontinental Exchange
Via
Business Wire
Intercontinental Exchange’s Q4 Earnings Call: Our Top 5 Analyst Questions
February 12, 2026
Intercontinental Exchange delivered a stronger-than-expected Q4, as revenue and non-GAAP EPS both exceeded Wall Street’s expectations, resulting in a positive market reaction. Management attributed the...
Via
StockStory
Topics
Artificial Intelligence
Earnings
2 Financials Stocks Worth Your Attention and 1 We Turn Down
February 11, 2026
Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. Still, investors are uneasy as...
Via
StockStory
Topics
Economy
Stocks
ICE Launches Polymarket Signals and Sentiment Tool Turning Crowd-Sourced Dynamic Views into Market Opportunities
February 11, 2026
From
Intercontinental Exchange
Via
Business Wire
ICE Launches CoinDesk Cryptocurrency Futures Contracts
February 10, 2026
From
Intercontinental Exchange
Via
Business Wire
ICE Benchmark Administration Receives Recognition Under the EU Benchmarks Regulation
February 10, 2026
From
Intercontinental Exchange
Via
Business Wire
ICE Introduces New MSP User Experience, Launches Next Phase of Enhanced Servicing Automation
February 10, 2026
From
Intercontinental Exchange
Via
Business Wire
The 2028 Shadow Campaign: Vance and Newsom Dominate Early Prediction Markets
February 09, 2026
As the United States settles into the second year of the second Trump administration, the political world is already looking toward the horizon. While the 2026 midterms are the immediate hurdle,...
Via
PredictStreet
Topics
Government
Bullish (BLSH) Ignites the Institutional Crypto Market as Revenue Surges 70% on Derivatives Dominance
February 09, 2026
The digital asset landscape witnessed a seismic shift this week as Bullish (NYSE: BLSH), the institutional-grade crypto exchange, reported an explosive 70% year-over-year revenue growth in its latest...
Via
MarketMinute
Topics
Bonds
Derivatives
ETFs
ICE Mortgage Monitor: Early-January Rate Decline Unlocks Refinance Opportunity for Nearly 5 Million Homeowners
February 09, 2026
From
Intercontinental Exchange
Via
Business Wire
ICE Launches FTSE® South Korea RIC Capped Index Futures
February 08, 2026
From
Intercontinental Exchange
Via
Business Wire
The Prediction Market ‘Civil War’: Polymarket and Kalshi Battle for 2026 Dominance
February 08, 2026
As the prediction market industry enters its most volatile and high-stakes year to date, the internal rivalry between the sector’s two largest titans has spilled over into the markets themselves. On...
Via
PredictStreet
The End of Bridge Risk: Why the Circle-Polymarket Native USDC Shift is a Watershed Moment for Institutional Forecasting
February 08, 2026
The prediction market landscape shifted significantly this week as the world’s leading forecasting platform, Polymarket, officially commenced its transition to native USDC for on-chain settlement. In a...
Via
PredictStreet
Newsom Leads the Pack: Analyzing the $45 Million Surge in 2028 Democratic Nominee Markets
February 07, 2026
While the dust of the 2024 election has long since settled, the gaze of the political and financial worlds has already shifted toward the next horizon. As of February 7, 2026, prediction markets for...
Via
PredictStreet
The ICE Age of InfoFi: How a $2 Billion Bet Turned Polymarket into Wall Street’s Truth Engine
February 06, 2026
The landscape of global finance shifted permanently this winter as the Intercontinental Exchange (NYSE: ICE) finalized a staggering $2 billion strategic investment into Polymarket. For years,...
Via
PredictStreet
Topics
Bonds
Derivatives
Earnings
The ‘InfoFi’ Dynasty: Trump Family Seals Dominance Over the Prediction Market Industry
February 06, 2026
As of February 6, 2026, the intersection of high finance and political power has reached a new frontier. The Trump family, led by Donald Trump Jr., has successfully pivoted from the political arena...
Via
PredictStreet
Topics
Derivatives
Economy
Government
The Great Prediction War of 2026: Polymarket and Kalshi Battle for Dominance as ICE Enters the Fray
February 06, 2026
As of February 6, 2026, the prediction market landscape has officially transitioned from a niche corner of the internet into a high-stakes battleground for global financial supremacy. Dubbed "The Great...
Via
PredictStreet
Topics
Economy
Global Participants Hedge Oil Risk at Record Levels Across ICE’s Canadian Crude and Midland WTI (HOU) Markets Through January 2026
February 06, 2026
From
Intercontinental Exchange
Via
Business Wire
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