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home
about us
Investment Approach
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Market Analysis Summary
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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
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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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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
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Featured Quarterly Newsletter
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Bayer Ag S/Adr
(OP:
BAYRY
)
12.58
-0.23 (-1.80%)
Streaming Delayed Price
Updated: 9:35 AM EST, Feb 23, 2026
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Bayer’s Lynkuet® (elinzanetant), the First and Only Neurokinin 1 and Neurokinin 3 Receptor Antagonist, Receives FDA Approval for Moderate to Severe Hot Flashes Due to Menopause
October 24, 2025
From
Bayer
Via
Business Wire
Top 3 Health Care Stocks You'll Regret Missing In October
↗
October 21, 2025
Via
Benzinga
Late-breaking data from Phase III OCEANIC-STROKE study accepted for presentation at World Stroke Congress 2025
October 21, 2025
From
Bayer
Via
Business Wire
Exelixis Stock Falls After Phase 3 Colorectal Cancer Trial Shows Mixed Results
↗
October 20, 2025
Exelixis stock dips after Phase 3 data show modest survival gains from zanzalintinib and Tecentriq combo in colorectal cancer patients.
Via
Benzinga
Bayer Partners with Cornfed Farms to Create First ForwardFarm in Midwest
October 07, 2025
From
Bayer
Via
Business Wire
One A Day® Unveils Bold New Brand Identity and Platform: “The ONE for you”
October 07, 2025
From
Bayer
Via
Business Wire
BlueRock Therapeutics reports positive 36-month results from Phase I trial of bemdaneprocel for treating Parkinson’s disease
October 07, 2025
From
Bayer
Via
Business Wire
Bayer Selects Interpublic as Global Media, Production and Creative Agency Partner for Consumer Health Division
September 29, 2025
From
Bayer
Via
Business Wire
Bayer to Highlight New Data for KERENDIA® (finerenone) at Heart Failure Society of America (HFSA) Annual Scientific Meeting 2025
September 25, 2025
From
Bayer
Via
Business Wire
Bayer First Company to Advance Cell Therapy as Well as Gene Therapy Against Parkinson’s Disease
September 22, 2025
From
Bayer
Via
Business Wire
10 Years of Supporting Rural America: Bayer and Luke Bryan Team Up with Feeding America® to Tackle Hunger with “Take Care, Now” Campaign
September 15, 2025
From
Bayer
Via
Business Wire
Agri-Science Giant Corteva Eyes Breakup To Shield Seed Unit From Future Risks: Report
↗
September 15, 2025
Corteva is exploring a breakup that would separate its seed and pesticide businesses. The move could reshape agriculture amid falling crop prices and rising costs.
Via
Benzinga
Gadoquatrane New Drug Application Accepted for Review by U.S. FDA
August 27, 2025
From
Bayer
Via
Business Wire
Monsanto Reaches Agreements in Principle to Resolve Additional PCB Cases at the Sky Valley Education Center
August 18, 2025
From
Bayer
Via
Business Wire
Bayer® Aspirin Introduces Aspirina to the U.S. Pain Market
August 15, 2025
From
Bayer
Via
Business Wire
Retail Turns Bearish On Bayer After $1.3B Kumquat Cancer Drug Deal
↗
August 12, 2025
Bayer and Kumquat Biosciences have signed an exclusive global license and collaboration to develop a KRAS G12D inhibitor, with potential milestone payments of up to $1.3 billion
Via
Stocktwits
OTC Markets Group Announces Quarterly Index Performance and Rebalancing
August 04, 2025
From
OTC Markets
Via
GlobeNewswire
U.S. Current-Account Deficit Widens to $450 Billion Amid Trade Imbalances and Energy Imports
July 25, 2025
The United States current-account deficit expanded sharply to $450 billion in the first half of 2025, marking a renewed widening of the country's financial shortfall with the rest of the world. This...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
History of Recursion Pharmaceuticals, Inc.: AI‑Driven Drug Discovery Beginnings (NASDAQ:RXRX)
July 21, 2025
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) emerged in the 2010s as one of the pioneers in leveraging artificial intelligence (AI) and advanced data analytics to transform drug discovery and...
Via
MarketMinute
Topics
Artificial Intelligence
Exelixis' Zanzalintinib Combo Boosts Survival In Colorectal Cancer, Stock Soars
↗
June 23, 2025
Exelixis' STELLAR-303 trial shows zanzalintinib plus Tecentriq improved survival in colorectal cancer, with no new safety concerns reported.
Via
Benzinga
Exelixis Catapults 14% On Positive Results For Next-Gen Colon Cancer Drug
↗
June 23, 2025
Shares surged Monday after the company said its next-generation cancer drug showed promise in a colon cancer study.
Via
Investor's Business Daily
OTC Markets Group Welcomes Bayer AG to OTCQX
May 23, 2025
From
OTC Markets
Via
GlobeNewswire
Bayer Profit Drops 35%, Launches Overhaul To Counter Generic Pressure
↗
May 13, 2025
Bayer Q1 profit declined to $1.45 billion, but earnings and sales topped estimates as pharma growth offset crop science headwinds and currency impacts.
Via
Benzinga
FDA Grants Complete Approval To Bayer's Drug For Certain Type Cancer With Mutation
↗
April 10, 2025
Bayer's Vitrakvi receives full FDA approval based on solid tumor data showing sustained efficacy in NTRK fusion-positive patients.
Via
Benzinga
Bayer Enters License Agreement With China’s Puhe BioPharma For Cancer Drug Candidate: Retail Stays Bullish
↗
March 26, 2025
Bayer’s Pharmaceuticals Division’s Head of Business Development and Licensing Juergen Eckhardt said the drug’s “highly selective targeting” of cancer cells while sparing healthy ones is “very...
Via
Stocktwits
Bayer CEO: 2025 Will Be 'Most Difficult' Year In Turnaround Plan, Expects Improved Performance From 2026 Onwards
↗
March 05, 2025
Bayer reported Q4 adjusted EPS of $0.28, missing estimates, but sales beat forecasts. The company sees 2025 as a tough year, with growth expected from 2026.
Via
Benzinga
Topics
Earnings
Regeneron's Best-Selling Eye Drug Eylea's Higher Dose Formulation Meets Primary Goal In Another Form Of Retinal Disease Study
↗
December 17, 2024
Regeneron's EYLEA HD met key goals in the Phase 3 QUASAR trial for macular edema after retinal vein occlusion, with FDA submission expected in Q1 2025.
Via
Benzinga
FDA Approves BridgeBio Pharma's Drug For Rare Heart Disease, Poised To Challenge Pfizer In Lucrative Yet Competitive Market
↗
November 25, 2024
FDA approves BridgeBio's Attruby for ATTR-CM. Phase 3 results highlight its effectiveness in reducing cardiovascular risks and improving life quality.
Via
Benzinga
BridgeBio Pharma's Acoramidis Shows Competitive Edge Against Pfizer's Tafamidisa In Lucrative But Competitive ATTR-CM Market
↗
November 19, 2024
BridgeBio's acoramidis shows significant reductions in mortality and hospitalizations in ATTR-CM patients, with no new safety concerns in long-term studies.
Via
Benzinga
ORIC: Working with Two Pharma Giants, Analysts See +100% Upside
November 16, 2024
ORIC Pharmaceuticals is a stock analyst price targets currently signal double-bagger potential in. See what the excitement around this firm is all about.
Via
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