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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
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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Morgan Stanley
(NY:
MS
)
215.84
-5.20 (-2.35%)
Streaming Delayed Price
Updated: 10:21 AM EDT, Jun 26, 2026
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Wall Street Sees 40% Upside in This Overlooked Tech Stock. Here's Why They're Right.
↗
June 17, 2026
AppLovin's stock is down this year, but Wall Street analysts remain bullish.
Via
The Motley Fool
Topics
Artificial Intelligence
ATLANTA COMMUNITY FOOD BANK RECEIVES GRANT FROM THE MORGAN STANLEY FOUNDATION TO SUPPORT CHILD AND FAMILY HUNGER RELIEF PROGRAMS IN ATLANTA AND NORTH GEORGIA
June 17, 2026
June 17, 2026 --
Via
24-7 Press Release
Morgan Stanley Real Estate Investing Acquires Metra Living from L&Q in Partnership with Ridgeback Group for £1.045 Billion
June 16, 2026
From
Morgan Stanley Investment Management
Via
Business Wire
Seagate Stock Hits 52-Week High - Here's Why
↗
June 16, 2026
Seagate stock (STX) shatters its 52-week high as Morgan Stanley predicts a multi-year HDD shortage. Get the key technical levels.
Via
Benzinga
The Storage Squeeze: Why Western Digital Smashed Through 52-Week Highs in Blistering AI Rerating
↗
June 16, 2026
Western Digital is rallying as Morgan Stanley raises its target to $650, citing a 30% explosion in enterprise data storage demand.
Via
Benzinga
Topics
Artificial Intelligence
Morgan Stanley Partners with Galaxy to Expand Access to Crypto Lending
June 16, 2026
Via
CryptoCurrencyWire
Morgan Stanley Partners with Galaxy to Expand Access to Crypto Lending
June 16, 2026
Via
Investor Brand Network
Banking ETFs: How Do KBWB and FTXO Compare to Each Other?
↗
June 16, 2026
Portfolio concentration and index strategy set these two banking ETFs apart for investors seeking sector exposure.
Via
The Motley Fool
Topics
ETFs
The SpaceX IPO Just Handed Wall Street's Big Banks a Huge Payday. Here's What It Means for Their Stocks.
↗
June 16, 2026
Several high-profile IPOs are boosting investment banking stocks.
Via
The Motley Fool
Topics
Initial Public Offering
1 Profitable Stock to Keep an Eye On and 2 We Question
June 16, 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 does...
Via
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Executive Corner: From 'Build Well' to 'Operate Well': Redefining Value in the Builder Market
June 15, 2026
(BPT) - By Ronald Ro, vice president and head of AI Home Solution Business Development Division, Home Appliance Solutions at LG Electronics
Via
Brandpoint
Topics
Artificial Intelligence
Supply Chain
Seagate (STX) Stock Trades Up, Here Is Why
June 15, 2026
What Happened? Shares of data storage manufacturer Seagate (NASDAQ:STX) jumped 7% in the afternoon session after Morgan Stanley significantly raised its pric...
Via
StockStory
Topics
Artificial Intelligence
Earnings
What's Going On With The Jump In Western Digital Stock?
↗
June 15, 2026
Western Digital shares are booming Monday. Morgan Stanley reaffirmed its Overweight rating and raised the price target to $650.
Via
Benzinga
The logic of industry growth still exists; institutions remain optimistic about the future prospects of the artificial intelligence sector
↗
June 14, 2026
Recently, the A-share market has undergone some adjustments, with previously popular sectors such as semiconductors seeing increased volatility. At this st
Via
Talk Markets
Topics
Artificial Intelligence
Economy
If You Only Buy One Dividend ETF, Make It This One
↗
June 14, 2026
This ETF has a 5% yield and market-beating returns.
Via
The Motley Fool
Topics
ETFs
Stocks
Robinhood Wants a Bigger Role in IPOs—Here's Why It Matters
↗
June 14, 2026
Robinhood is now approved to underwrite IPOs. See how this changes Robinhood's standing in the IPO market and what it means going forward.
Via
MarketBeat
Topics
Initial Public Offering
'We Can Talk About $10 Trillion In Wealth Alone:' Morgan Stanley CEO Ted Pick Raises Growth Target
↗
June 14, 2026
Morgan Stanley CEO Ted Pick said the firm's wealth division alone could reach a $10 trillion asset target.
Via
Benzinga
A 6.5% Increase in the Producer Price Index Is No Match for Coca-Cola Stock
↗
June 13, 2026
Investors seeking defense against rising producer prices need not look any further than Coca-Cola.
Via
The Motley Fool
Topics
Economy
Why Arista Networks Stock Flew More Than 4% Higher on Friday
↗
June 12, 2026
An analyst raised her price target on the networking stock.
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
Here’s What a $1,000 Investment in SpaceX’s IPO Would Be Worth Today — and What Could Come Next
↗
June 12, 2026
SpaceX is soaring, but that rally could sputter out.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
SpaceX Stock Just Opened At $150, Up 11% From its IPO Price of $135
↗
June 12, 2026
The rocket launch, satellite, and AI company's debut lived up to the hype.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Pfizer's New Weight-Loss Data Just Gave Eli Lilly and Novo Nordisk Investors Something to Worry About
↗
June 12, 2026
The pharmaceutical company's flagship anti-obesity drug continues to bolster its efficacy and tolerability arguments.
Via
The Motley Fool
Why Cerebras Stock Is Rising This Week
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June 12, 2026
Temperatures are rising -- and so is enthusiasm for this new AI stock.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Retail Investors Could Get SpaceX IPO Shares Through These 5 Brokerages Today
↗
June 12, 2026
The SpaceX IPO will be unusually accessible to retail investors on Day 1, provided they use the right broker.
Via
The Motley Fool
Topics
Initial Public Offering
FNCL vs. KBWB: Broad Financial Exposure vs. a Concentrated Bank ETF -- Which Is the Better Buy?
↗
June 12, 2026
Compare fees, risk profiles, and sector coverage between these two funds to see how their strategies could impact your investment approach.
Via
The Motley Fool
Topics
ETFs
A Look Back at Data Analytics Stocks’ Q1 Earnings: Strategy (NASDAQ:MSTR) Vs The Rest Of The Pack
June 11, 2026
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Strategy (NASDAQ:MSTR) and it...
Via
StockStory
Topics
ETFs
The SpaceX IPO Is Tomorrow -- Here's Exactly What Investors Need to Know Before It Hits the Market
↗
June 11, 2026
Here's a look at the valuation, demand, and financial performance of the largest IPO in history.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Why Is Intel (INTC) Stock Rocketing Higher Today
June 11, 2026
What Happened? Shares of computer processor maker Intel (NASDAQ:INTC) jumped 5.1% in the morning session after Bank of America issued a rare double upgrade t...
Via
StockStory
Topics
Artificial Intelligence
Is Chewy Inc a Buy After Its Latest Earnings Report?
↗
June 11, 2026
The company's sales and earnings improved, but its guidance is a concern.
Via
The Motley Fool
DraftKings Hits the Jackpot With Super App Pivot
↗
June 11, 2026
DraftKings shares rose to the $28–$29 range after a June 9 SEC filing revealed $3.1 billion in annualized volume for its Predictions platform, up 34% from April.
Via
MarketBeat
Topics
Law Enforcement
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