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home
about us
Investment Approach
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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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Presidential Pardon for CZ: A Political Earthquake Rumbles Through the Crypto Market, Reshaping Binance’s Destiny
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The Creative Renaissance: How AI is Redefining Human Artistic Expression
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Quantum Dawn: Silicon’s Embrace of the Quantum Realm Reshapes Future Computing
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The Best High-Yield Dividend ETF to Invest $2,000 in Right Now
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October 27, 2025
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The Blurring Line: DeFi Technologies President Andrew Forson Predicts a Converged Financial Future
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Crypto Market Soars on October 27, 2025: Institutional Inflows and Regulatory Clarity Fuel Bull Run
October 27, 2025
The cryptocurrency market is experiencing a significant surge today, October 27, 2025, with major digital assets posting impressive gains and pushing the total market capitalization to new highs. This...
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3 Quantum Computing Stocks That Could Be Once-in-a-Lifetime Investment Opportunities
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Ethereum Whales Signal Potential Rally Amidst Shifting Market Dynamics
October 25, 2025
October 25, 2025 – The cryptocurrency market is abuzz with speculation surrounding Ethereum (ETH), as recent on-chain data reveals compelling signals that suggest a potential price rally. Increased...
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LG OLED: The Digital Canvas Revolutionizing Art Experiences
October 24, 2025
In an era where technology increasingly intertwines with every facet of human creativity, LG Electronics (KRX: 066570) stands at the forefront, transforming how we perceive and interact with art....
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Austin Russell’s Bold Bid to Reclaim Luminar: A Vision for Lidar’s Autonomous Future
October 24, 2025
In a significant development poised to reshape the autonomous vehicle landscape, Austin Russell, the visionary founder and former CEO of Luminar Technologies (NASDAQ: LAZR), has launched a strategic...
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The Neocloud Revolution: Billions Pour into Specialized AI Infrastructure as Demand Skyrockets
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Fidelity Unlocks Solana for Trillions in Client Assets: A New Era for Institutional Crypto Adoption
October 24, 2025
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JPMorgan to Unleash Bitcoin and Ethereum as Loan Collateral, Signaling New Era for Institutional Crypto Adoption
October 24, 2025
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Quantum Computing Stocks Soar on Government Stake Talks. Why IonQ Is a Buy.
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October 24, 2025
Federal investment would amplify IonQ's existing advantages in technology, cloud distribution, and commercial traction.
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Bitcoin, Ethereum Climb Ahead Of Inflation Data: Fundstrat’s Tom Lee Sees BTC Surging Toward $2M On Gold Boost
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October 24, 2025
The majority of traders believe that despite sticky inflation, the U.S. Federal Reserve will still deliver a rate cut next week amid the recent tepid employment figures.
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Charles Schwab Affirms Shareholder Commitment with Consistent Quarterly Dividends Amidst Market Evolution
October 23, 2025
WESTLAKE, Texas – October 23, 2025 – The Charles Schwab Corporation (NYSE: SCHW) today announced a regular quarterly cash dividend of $0.27 per common share, reaffirming its commitment to shareholder...
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Robinhood (HOOD) Soars 6.3% as Ark Invest Boosts Confidence Amidst Crypto Expansion
October 23, 2025
Menlo Park, CA – October 23, 2025 – Shares of online brokerage firm Robinhood Markets (NASDAQ: HOOD) experienced a significant surge today, climbing 6.3% in afternoon trading. This notable upward...
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Quantum Leap: U.S. Government Fuels Quantum Computing Race Amidst Breakthroughs and Emerging Investment Avenues
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