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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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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Fidelity National Information Services
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Institutional Tsunami: Traditional Finance Dives Deep into Crypto, Reshaping Markets by Late 2025
October 31, 2025
New York, NY – October 31, 2025 – The cryptocurrency ecosystem has undergone a seismic shift, propelled by an unprecedented surge in institutional adoption and investment throughout 2024 and 2025. What...
Via
BreakingCrypto
Topics
Derivatives
ETFs
Economy
FIS Announces Quarterly Dividend
October 31, 2025
From
Fidelity National Information Services
Via
Business Wire
2 Big Reasons Americans Are Delaying Retirement -- and What You Can Do About Them
↗
October 31, 2025
They're tough factors to overcome, but that doesn't mean things are hopeless.
Via
The Motley Fool
Topics
Economy
Retirement
How Much Should Retirees Have Invested by Age 67?
↗
October 31, 2025
There is no one-size-fits-all answer for how much to save for retirement, but existing data can shine light on where you stand relative to your peers.
Via
The Motley Fool
Topics
Economy
Retirement
Why Shares of Fiserv Fell a Stunning 48% This Week
↗
October 30, 2025
Fiserv reported shockingly bad third-quarter results and significantly lowered guidance.
Via
The Motley Fool
Topics
Earnings
FIS Spearheads a New Era in Corporate Actions Processing with Advanced Automation and Cloud Integration
October 30, 2025
In the intricate world of finance, corporate actions—ranging from mergers and acquisitions to dividends, stock splits, and rights issues—represent some of the most complex, high-risk, and...
Via
TokenRing AI
Topics
Artificial Intelligence
Fraud
FIS Unveils Game-Changing Advanced Asset Servicing Suite, Revolutionizing Post-Trade Operations
October 30, 2025
New York, NY – October 30, 2025 – Financial technology giant FIS (NYSE: FIS) today announced the launch of its groundbreaking Advanced Asset Servicing Management Suite, a comprehensive collection of...
Via
TokenRing AI
Topics
Artificial Intelligence
Fraud
Ethereum Tumbles 5.5% Amidst ETF Outflows and Technical Breakdown: A Deep Dive into Market Volatility
October 30, 2025
October 30, 2025 – Ethereum (ETH) has experienced a significant price correction, with its value sliding by approximately 5.5% around October 29, 2025, reaching lows around $3,800. This downturn was...
Via
BreakingCrypto
Topics
ETFs
Economy
JPMorgan Chase to Unlock Billions: Crypto Collateral for Loans Signals New Era for TradFi and DeFi
October 30, 2025
NEW YORK, NY – October 30, 2025 – In a landmark decision poised to reshape the landscape of institutional finance, JPMorgan Chase (NYSE: JPM) announced around October 24, 2025, its plans to allow...
Via
BreakingCrypto
Topics
ETFs
Retirement Planning? These 6 Costs Are Easy to Miss but Hard to Ignore.
↗
October 30, 2025
The buying power of your nest egg can fall by half in 25 years -- yikes!
Via
The Motley Fool
Topics
Economy
Retirement
The Silicon Lifeline: Geopolitical Fissures and the Future of Automotive Innovation
October 30, 2025
As of late October 2025, the global automotive industry finds itself in a precarious yet transformative period, where its very pulse—from daily production lines to groundbreaking technological leaps—is...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Electric Vehicles
How Lifestyle Creep Can Derail Your Retirement Plans
↗
October 30, 2025
Lifestyle creep sneaks up on you, convincing you it's OK to spend more than you should.
Via
The Motley Fool
Topics
Credit Cards
Retirement
Slaughter Associates Opens $11.64 Million AI Position
↗
October 29, 2025
Slaughter Associates Opens $11.64 Million AI Position
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
The Quantum Foundry: Superconductor Breakthroughs Ignite a New Era for Semiconductor-Powered Computing
October 30, 2025
The landscape of computational power is on the precipice of a revolutionary transformation, driven by the burgeoning field of quantum computing. Far from merely an incremental step, this "quantum...
Via
TokenRing AI
Topics
Artificial Intelligence
Climate Change
Economy
YouTube Unleashes AI ‘Super Resolution’ to Sharpen Videos on Your TV
October 29, 2025
YouTube is set to transform the living room viewing experience with the introduction of its new AI-powered "Super Resolution" feature, designed to automatically sharpen and enhance lower-resolution...
Via
TokenRing AI
Topics
Artificial Intelligence
The Quantum Crucible: How Tomorrow’s Supercomputers Are Forging a Revolution in Semiconductor Design
October 29, 2025
The dawn of quantum computing, while still in its nascent stages, is already sending profound ripples through the semiconductor industry, creating an immediate and urgent demand for a new generation of...
Via
TokenRing AI
Topics
Artificial Intelligence
Solana Just Cleared a Major Regulatory Milestone in Hong Kong - Why the $300 Target Might Be Back on the Table
October 29, 2025
BlockWoods is a leading Crypto Marketing agency with creative marketing experts to scale your business. Join hands with us to emerge as an iconic brand.
Via
GlobePRwire
Topics
ETFs
Economy
Institutional Treasuries Are Now Stocking Solana – What This Means for SOL
October 29, 2025
BlockWoods is a leading Crypto Marketing agency with creative marketing experts to scale your business. Join hands with us to emerge as an iconic brand.
Via
GlobePRwire
Topics
ETFs
Explore the top gainers and losers within the S&P500 index in today's session.
↗
October 29, 2025
Let's have a look at what is happening on the US markets in the middle of the day on Wednesday. Below you can find the top S&P500 gainers and losers in today's session.
Via
Chartmill
AI’s Insatiable Hunger: Pushing Chip Production to the X-Ray Frontier
October 29, 2025
The relentless and ever-accelerating demand for Artificial Intelligence (AI) is ushering in a new era of innovation in semiconductor manufacturing, compelling an urgent re-evaluation and advancement of...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Emissions
Market Sentiment: Will Crypto End 2025 on a High Note?
October 29, 2025
As 2025 draws to a close, the cryptocurrency market finds itself at a pivotal juncture, navigating a complex interplay of cautious optimism, recent volatility, and underlying bullish drivers. While a...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
These S&P500 stocks are gapping in today's session
↗
October 29, 2025
Stay updated with the S&P500 gap up and gap down stocks on Wednesday. Get a glimpse of the market's movement during today's session.
Via
Chartmill
Which S&P500 stocks are moving before the opening bell on Wednesday?
↗
October 29, 2025
As the US market prepares to open on Wednesday, let's get an early glimpse into the pre-market session and identify the S&P500 stocks leading the pack in terms of gains and losses.
Via
Chartmill
FIS Wins ALM Solution of the Year at Risk Asia Awards 2025
October 29, 2025
From
Fidelity National Information Services
Via
Business Wire
Schwab U.S. Dividend Quality ETF (SCHD) Offers Higher Yield While Fidelity High Dividend ETF (FDVV) Leans Into Tech
↗
October 28, 2025
Schwab U.S. Dividend Quality ETF (SCHD) Offers Higher Yield While Fidelity High Dividend ETF (FDVV) Leans Into Tech
Via
The Motley Fool
Topics
ETFs
Stocks
Gold and Silver's Rare Signal: A Harbinger for Bitcoin's Next Major Rally?
October 28, 2025
A rare and historically significant signal has emerged from the trends of gold and silver, interpreted through the lens of the Mayer Multiple, suggesting a potential major rally for Bitcoin. As of...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
AI Unlocks a ‘Living Martian World’: Stony Brook Researchers Revolutionize Space Exploration with Physically Accurate 3D Video
October 28, 2025
Stony Brook University's groundbreaking AI system, 'Martian World Models,' is poised to transform how humanity prepares for and understands the Red Planet. By generating hyper-realistic,...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Institutional Tsunami: Crypto Markets Embrace a New Era of Mainstream Adoption
October 28, 2025
October 28, 2025 – The cryptocurrency ecosystem is currently experiencing an unprecedented surge in institutional demand, a trend that has been steadily building and accelerating throughout 2024 and...
Via
BreakingCrypto
Topics
Bonds
ETFs
Initial Public Offering
Solana’s Ascendance: Why Institutions and New Projects Are Flocking to the High-Performance Blockchain
October 28, 2025
October 28, 2025 – The cryptocurrency landscape is witnessing a significant shift as the Solana blockchain rapidly solidifies its position as a preferred platform for both burgeoning crypto initiatives...
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
Substrate’s X-Ray Lithography Breakthrough Ignites New Era for Semiconductor Manufacturing
October 28, 2025
Substrate, a San Francisco-based company, is poised to revolutionize semiconductor manufacturing with its innovative X-ray lithography system, a groundbreaking technology that leverages particle...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
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