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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
Total Asset Fund (TAF)
TAF sm Program
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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
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Updated: 3:20 PM EDT, Mar 31, 2026
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TTD Stock Downgraded By Stifel After Publicis Dispute — But Retail And Wall Street Are More Optimistic
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March 17, 2026
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March 16, 2026
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Worried About a Stock Market Bubble in 2026? Here's a Smarter Way to Prepare.
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March 14, 2026
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2 No-Brainer Vanguard ETFs I Would Invest in Right Now
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Investing in both gives investors broad global exposure.
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3 Low Cost Vanguard ETFs That Make Retirement Investing Easier
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March 14, 2026
Vanguard is a great option for almost any investing goal, but it's especially helpful when saving for retirement.
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Want $1 Million in Retirement? 5 Simple Index Funds to Buy and Hold for Decades.
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Ford To Buy Back Nearly 32M Shares To Prevent Dilution
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March 13, 2026
The company said in a filing that it may repurchase shares from time to time though the open market, in privately negotiated transactions or other means.
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Uber Considers Funding Former CEO Travis Kalanick's Self-Driving Startup In Second Reunion Attempt: Report
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March 13, 2026
Last year, the two were reportedly in talks to acquire the U.S. operations of Pony AI, a Chinese autonomous vehicle company.
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Tesla Will Delay The Release Of Cybercab Until Late-2026 Owing To Safety Issues, Fund Manager Predicts
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March 13, 2026
The Cybercab is slated for volume production in April 2026, and is expected to have no steering wheel or pedals.
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Johnson & Johnson’s Trial In Early-Stage Bladder Cancer Yield Positive Safety Results
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March 13, 2026
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SPY Has Survived Every Geopolitical Shock of the Last 30 Years. This One Is Unlikely to Be the Exception.
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Ulta Beauty Stock Slips After-Hours On Disappointing FY26 Guidance, Q4 Profit Miss
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March 12, 2026
For fiscal 2026, the company now expects net sales growth of 6% to 7%, and diluted earnings per share of $28.05 to $28.55, below a Wall Street estimate of $28.58.
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Robinhood Stock Down After The Release Of Feb. Month Platform Performance Numbers
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March 12, 2026
Robinhood’s Crypto Notional Trading Volumes were $25.0 billion in February, up 74% year-over-year, as bitcoin continues to stay robust after a record selloff triggered earlier in the month.
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Stryker Shipping Stock Slips As Cyberattack-Spurred Outage Drags On
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March 12, 2026
Bloomberg reported on Thursday that the company’s ordering and shipping systems are still offline following a cyberattack, claimed by pro-Iranian digital activist group Handala, on Wednesday.
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1 No-Brainer S&P 500 Vanguard ETF to Buy Right Now for Less Than $1,000
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March 12, 2026
During times of uncertainty, this ETF makes a great buy.
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A Bearish Tool for a Bullish Market: How Investors Are Hedging Now
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March 12, 2026
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3 Things Every Vanguard S&P 500 ETF Investor Needs to Know Today
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March 11, 2026
With $1.5 trillion in total assets, this is one of the largest investment vehicles on the face of the planet.
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Chevron To Pay $1M In Civil Penalty For Violation Of Clean Air Act
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March 11, 2026
In June 2023, Chevron disclosed that, from January 2022 through August 2022, the company invalidly generated over 2.2 million advanced biofuel production credits.
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Cracks in the Bull Case: S&P 500 Breaches Key Support as Institutional Distribution Takes Hold
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The multi-year bull market that defined the mid-2020s is facing its sternest test yet. On March 11, 2026, the S&P 500 index decisively breached the critical 6,764 support level, a technical floor that...
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SYK Stock Slips On Report Of Global Outage Spurred By Suspected Iran-Linked Cyberattack
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March 11, 2026
The Wall Street Journal reported that the outage, which began after midnight on the East Coast, has had an impact across Stryker systems.
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Is It Smart to Buy Stocks Right Now? Warren Buffett's Best Advice for Dealing With Market Uncertainty.
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March 11, 2026
Growing market and geopolitical uncertainty may make you hesitant to buy stocks.
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Bank Hapoalim Initiates $14.7 Million Position in First Trust Capital Strength ETF
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March 10, 2026
The First Trust Capital Strength ETF tracks U.S. companies selected for profitability and balance sheet strength, emphasizing businesses with durable earnings and stronger financial positions that may...
Via
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Oracle Says It Is Likely To Exceed Revenue Forecast For FY27; Shares Soar Nearly 8% After-Hours
↗
March 10, 2026
The company added that some of its largest AI Cloud capacity consumers have strengthened their financial positions substantially in recent times.
Via
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Did Tesla And Google Join Hands For Something Big? Here’s Everything To Know About The Big Energy Affordability Campaign
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March 10, 2026
According to an Axios report, this effort will see the companies tapping into underused electricity grid capacity, as part of a new coalition named Utilize.
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RSP vs. VOO: Choosing the Best Way to Invest in the S&P 500
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March 10, 2026
The S&P 500 remains the most popular equity index to invest in. But two very different approaches produce two very different portfolios.
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This Nasdaq-100 ETF Is Outperforming an S&P 500 One. Is It the Better Bet Right Now?
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March 10, 2026
The Nasdaq-100 is mostly flat on the year. Is it peaking or just taking a breather?
Via
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Topics
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