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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
Featured Articles
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Alphabet-A
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Updated: 4:00 PM EDT, Mar 16, 2026
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The Great Rotation of 2026: Small-Caps Surge as Tech Titans Falter in Historic Market Shift
March 03, 2026
The financial landscape underwent a seismic shift in late February 2026, as the long-anticipated "Great Rotation" finally took hold of Wall Street. For years, the market had been held aloft by a select...
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March 03, 2026
In a definitive shift from its legacy of aggressive acquisitions toward a leaner, AI-centric future, Upland Software (Nasdaq: UPLD) reported fourth-quarter 2025 earnings that surpassed analyst...
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AMD and Meta Platforms Announce Massive 6GW GPU Deal, Challenging Nvidia’s Dominance
March 03, 2026
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The AI Hangover: Nvidia’s $260 Billion Wipeout Signals a New Era of Skepticism
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On February 26, 2026, the artificial intelligence trade, which has fueled the most significant bull market of the decade, hit a sobering wall. Shares of Nvidia (Nasdaq: NVDA) plummeted 5.5% in a single...
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Alphabet’s $20 Billion AI ‘War Chest’: Historic Bond Demand Signals New Era for Big Tech Finance
March 03, 2026
MOUNTAIN VIEW, Calif. — In a definitive display of financial strength that has reverberated through global credit markets, Alphabet Inc. (NASDAQ:GOOGL) successfully closed a massive $20 billion bond...
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Nvidia’s Record-Breaking Quarter Met with Market Skepticism as AI Valuation Jitters Intensify
March 03, 2026
SANTA CLARA, Calif. — As the first quarter of 2026 unfolds, the artificial intelligence sector finds itself at a paradoxical crossroads. NVIDIA Corp. (NASDAQ:NVDA) reported fourth-quarter fiscal 2026...
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AST SpaceMobile Reports Big Revenue Beat as It Continues to Scale
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March 03, 2026
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Summer of Easing Delayed: Hot PPI and Geopolitical Strife Force Fed to Defy Trump’s Angry Demands
March 03, 2026
As of March 3, 2026, the long-awaited pivot toward lower interest rates has hit another significant roadblock. Wall Street's hopes for a spring rate cut have evaporated following a string of "hot"...
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S&P 500 Defies Gravity to Reach 7,100 Milestone: Inside the AI-Driven 2026 Bull Market
March 03, 2026
The S&P 500 has once again rewritten the history books, crossing the monumental 7,100 mark in early March 2026. This milestone, a primary year-end target set by conservative analysts at Bank of America...
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The Great Rotation of 2026: Why the 'Magnificent Seven' Are Stalling While the Rest of the Market Soars
March 03, 2026
As of March 3, 2026, the long-standing dominance of the tech elite is facing its most significant challenge in years. For the first time since the post-pandemic recovery, the "Magnificent Seven"—a...
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The Great Travel Pivot: Inside Sabre’s ‘Once-in-a-Generation’ Leap to an AI-First Powerhouse
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BERLIN, March 3, 2026 — At the ITB Berlin travel trade show today, Sabre Corporation (NASDAQ: SABR) officially pulled the curtain back on what analysts are calling a "once-in-a-generation"...
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The 2026 January Effect: Small-Caps Dethrone the 'Magnificent 7' in Historic Market Rotation
March 03, 2026
The financial markets have undergone a seismic shift in the first quarter of 2026, as the long-anticipated "January Effect" manifested not merely as a seasonal bounce, but as a full-scale regime...
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Nvidia’s ‘Rubin’ Revelation: CES 2026 Guidance Boost Silences AI Bubble Skeptics
March 03, 2026
As the dust settles from the 2026 Consumer Electronics Show (CES) and the subsequent blockbuster February earnings cycle, NVIDIA (NASDAQ: NVDA) has once again rewritten the playbook for the...
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Amazon.com, Inc. (AMZN): Navigating the $200 Billion AI Frontier
March 03, 2026
As of March 3, 2026, Amazon.com, Inc. (NASDAQ: AMZN) finds itself at a pivotal juncture in its three-decade history. Long defined by its dominance in e-commerce and its pioneering role in cloud...
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IonQ in Rebound Mode: Buy the Thesis, Respect the Risk
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Here's Why Oracle Stock Got Hammered Last Month
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March 03, 2026
The market continues to stress the company's exposure to OpenAI, not least as Oracle's debt continues to balloon while its cash flow goes in the other direction.
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The Best Magnificent Seven Stock to Buy Now
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This company already generates billions of dollars in revenue.
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Billionaire David Tepper Sold Nvidia and Amazon Stock in Q4. Does He Know Something We Don't?
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March 03, 2026
Why would a hedge fund manager have cut his stakes in the AI chip leader or the e-commerce and cloud powerhouse?
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Alphabet vs. The Trade Desk: Which Is a Better Buy?
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March 02, 2026
A close look at recent earnings reveals diverging momentum between two of the market's favorite digital advertising stocks.
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The Motley Fool
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AI Panic vs. AI Reality: The Great Divergence in the Silicon Trenches
March 02, 2026
SANTA CLARA, CA — As the calendar turns to March 2, 2026, the global financial markets are witnessing a profound and violent decoupling in the technology sector. What began as a unified "AI gold rush"...
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The Optical Super-Cycle: Applied Optoelectronics Surges 22.4% as Nvidia’s $4 Billion Bet Reshapes the AI Backbone
March 02, 2026
The landscape of artificial intelligence infrastructure underwent a seismic shift on March 2, 2026, as shares of Applied Optoelectronics (Nasdaq: AAOI) skyrocketed by 22.4%, reaching a historic high of...
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A Shocking Pivot to Private: AES Corp Acquired for $33.4 Billion at a Steep Discount as AI Power Needs Explode
March 02, 2026
In a move that has sent shockwaves through the utility sector and left public shareholders reeling, The AES Corporation (NYSE:AES) announced on Monday, March 2, 2026, that it has entered into a...
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Why Broadcom Stock Sank Today
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March 02, 2026
The next few quarters should be very prosperous for the company, but one pundit following has some concerns about the longer-term future.
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The Smartest Growth Stock to Buy With $1,000 Right Now
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March 02, 2026
Reddit has plenty of room to grow as the social media and social news markets converge.
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How to Spot Winning Innovation
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March 02, 2026
Author Lorraine Marchand stops by to chat.
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Broadcom’s High-Stakes Earnings: AI Networking and Custom Silicon in the Shadow of Nvidia’s Volatility
March 02, 2026
As the semiconductor industry navigates a complex "show-me" phase in early 2026, all eyes are turning toward Broadcom Inc. (NASDAQ: AVGO), which is set to report its first-quarter fiscal year 2026...
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Nvidia Plans to Release a New Speedier AI Chip That Could Be a Game Changer
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March 02, 2026
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BofA Survey: AI Bubble Just Became the Biggest Worry for Credit Investors
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March 02, 2026
The survey reveals 23% of institutional credit investors say an artificial intelligence (AI) bubble is their biggest worry.
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Nvidia’s $30 Billion OpenAI Gamble Sparks Market Retreat as Investors Question AI Capital Discipline
March 02, 2026
The high-octane growth engine of the artificial intelligence sector hit a significant speed bump today, March 2, 2026, as Nvidia (NASDAQ:NVDA) saw its shares slide by 4%, continuing a downward trend...
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Earnings
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