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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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Fidelity National Information Services
(NY:
FIS
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Updated: 7:00 PM EDT, Aug 12, 2026
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How Even A 1% Bitcoin Allocation Can Improve Returns By Up To 30%: Fidelity
↗
May 05, 2026
Bitcoin (CRYPTO: BTC) should be considered a core component of modern investment portfolios, according to Fidelity, with the asset manager citing its strong performanc
Via
Benzinga
Dear IonQ Stock Fans, Mark Your Calendars for May 6
May 05, 2026
Investors eye May 6 as IonQ balances breakthrough innovation with high expectations and uneven stock performance.
Via
Barchart.com
$1000 Invested In Fidelity MSCI Energy Index ETF 5 Years Ago Would Be Worth This Much Today
↗
May 05, 2026
Via
Benzinga
Topics
ETFs
Which S&P500 stocks are moving before the opening bell on Tuesday?
↗
May 05, 2026
Via
Chartmill
What History Says About Stock Market Performance in the Second Quarter
↗
May 05, 2026
There's good news and bad news for investors, according to history.
Via
The Motley Fool
Topics
Economy
Stocks
Fidelity National Financial (FNF) Reports Earnings Tomorrow: What To Expect
May 04, 2026
Title insurance company Fidelity National Financial (NYSE:FNF) will be reporting earnings this Wednesday after market hours. Here’s what investors should kno...
Via
StockStory
Topics
Artificial Intelligence
FIS Brings Agentic AI to Banking with Anthropic, Starting with Financial Crimes
May 04, 2026
From
Fidelity National Information Services
Via
Business Wire
If You Invested $100 In Fidelity MSCI Information Technology Index ETF Stock 5 Years Ago, You Would Have This Much Today
↗
May 04, 2026
Via
Benzinga
Topics
ETFs
Does Your 401(k) Balance Beat the Average Millennial's?
↗
May 02, 2026
It can be helpful to see how your 401(k) compares with others so you can get an idea of where you stand.
Via
The Motley Fool
Topics
Economy
Retirement
Best Oil ETFs to Buy in 2026
↗
May 02, 2026
Among sector ETFs, the Energy Select Sector SPDR ETF is easily one of this year's darlings, but other opportunities await in the oil patch.
Via
The Motley Fool
Topics
ETFs
Is Bitcoin a Great Investment for Retirement Savings?
↗
May 01, 2026
This asset has a lot to offer, but its volatility is an obstacle.
Via
The Motley Fool
Topics
Bonds
Retirement
Best Quantum Stock to Buy on the Dip: D-Wave Quantum (QBTS) or IonQ (IONQ)
↗
May 01, 2026
Which of these beaten-down quantum stocks is the better buy?
Via
The Motley Fool
1 Cash-Producing Stock with Exciting Potential and 2 We Find Risky
May 01, 2026
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient...
Via
StockStory
FIS Announces Quarterly Dividend
April 30, 2026
From
Fidelity National Information Services
Via
Business Wire
Fidelity's New ETFs Aim At Mid, Small Caps As Active Funds Take Off
↗
April 30, 2026
Fidelity launches four active ETFs targeting mid- and small-cap growth and value stocks, tapping growing demand for active strategies.
Via
Benzinga
Topics
ETFs
FIS and Leading Financial Institutions to Build Their Own Digital Tokenized Money Network
April 30, 2026
From
Fidelity National Information Services
Via
Business Wire
Higher Yield or Long-Term Dividend Growth? FDVV vs. NOBL
↗
April 29, 2026
The Fidelity High Dividend ETF (FDVV) and the ProShares S&P 500 Dividend Aristocrats ETF (NOBL) both focus on dividend-paying U.S. stocks, but their portfolios are built very differently. That...
Via
The Motley Fool
Topics
ETFs
Stocks
FDVV vs. VYM: Same Dividend Focus, Very Different Sector Bets
↗
April 29, 2026
One fund emphasizes tech-driven income, while the other prioritizes broader diversification and lower costs. Key differences shape their risk and return.
Via
The Motley Fool
Topics
ETFs
Which Is the Better Dividend ETF, Fidelity's FDVV or Vanguard's VIG?
↗
April 29, 2026
Expense ratios, sector exposure, and portfolio concentration set these two dividend-focused ETFs apart for income-minded investors.
Via
The Motley Fool
Topics
ETFs
FIS Launches New Platform Giving Banks Control Over Digital Money
April 29, 2026
From
Fidelity National Information Services
Via
Business Wire
M1 Selects FIS to Replace Legacy Infrastructure with Real-Time Proxy Voting
April 29, 2026
From
Fidelity National Information Services
Via
Business Wire
Fidelity Select Portfolios: Simple Investment Path to Build Long-Term Wealth
↗
April 29, 2026
Via
Talk Markets
Fidelity Select Semiconductors Portfolio: Rising Tech Power Fueling Future Market Growth
↗
April 29, 2026
Via
Talk Markets
Fidelity Large Cap Growth Index Fund: Build Lasting Wealth with a Simple Investment Strategy
↗
April 29, 2026
Via
Talk Markets
GenOptima Reports 79% Brand-Bound Citation Rate in 14-Day RaaS Benchmark II
April 28, 2026
Via
Get News
Topics
Artificial Intelligence
Why Nvidia, Not Alphabet, Is the Best Artificial Intelligence (AI) Stock to Own for the Expected $1.75 Trillion SpaceX IPO
↗
April 28, 2026
Nvidia and Alphabet both stand to profit from SpaceX's upcoming IPO.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Could IonQ Stock Turn $10,000 Into $100,000 This Decade?
↗
April 28, 2026
IonQ looks like it could be one of the long-term winners in the quantum computing industry.
Via
The Motley Fool
AiScan O1: The 3D Gaussian All-in-One 3D Scanner
April 28, 2026
Via
Get News
Topics
Artificial Intelligence
How to Compress Videos with Free FliFlik UltConv Video Compressor
April 28, 2026
NEW YORK AND HONG KONG, April 28, 2026 (SEND2PRESS NEWSWIRE) --- FliFlik, a rising innovator in high-efficiency multimedia solutions, officially announces the latest feature update to its flagship...
Via
Send2Press
Fidelity Large Cap Growth Index Fund: A Clear Path to Long-Term Market Growth
↗
April 28, 2026
Via
Talk Markets
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