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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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MasterCard
(NY:
MA
)
562.95
-13.00 (-2.26%)
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Updated: 7:00 PM EDT, Aug 7, 2026
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Capital One (COF) Earnings Reflect Discovery Acquisition Success
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Mastercard Partners With Ripple, Solana, Circle On Cross-Border, B2B Transfers
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The GENIUS Act: US Financial Institutions Enter the Blockchain Era with Federal Guardrails
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The Digital Nervous System of Africa: A Comprehensive Research Feature on MTN Group Limited
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March 07, 2026
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A disguised bear report went viral and surprisingly sank stocks in a jittery market.
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NEXTBank Crypto Card: By the Numbers
March 07, 2026
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Press Release Distribution Service
Claar Advisors Initiates Stake in Callaway as Golf Equipment Demand Remains Strong
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March 06, 2026
Claar Advisors opened a new position in Callaway, a leading golf equipment company known for its clubs, balls, and apparel. With golf participation remaining steady, investors are watching whether new...
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SoFi Just Landed a New Stablecoin Partnership with Mastercard. Does That Make SOFI Stock a Buy Here?
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The stablecoin deal may not move the needle for SOFI stock.
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U.S. Congress Codifies Digital Dollar Standards: The Dawn of the "Digital Glass-Steagall" Era
March 05, 2026
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NEXTBank Crypto Card: Spend Digital Assets Anywhere, Anytime
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Time To Buy SOFI Stock? Retail Traders Turn More Bullish After Stablecoin Tie-Up With Mastercard
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March 04, 2026
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Morgan Stanley Says These Could Be 2 of the Best Agentic AI Stocks to Buy Now
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PROOFCORE Undetectable Tricks to Dominate the World of PUBG
March 03, 2026
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Get News
SoFi Stock Rises On Million-Dollar Insider Buy, Mastercard Stablecoin Deal
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March 03, 2026
SoFi shares moved after CEO Anthony Noto's $1 million buy and a new Mastercard partnership to use SoFiUSD for settlement, even as broader markets slid.
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Financial Stocks Are Getting Crushed. Consider Buying This Low-Cost Vanguard ETF.
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March 03, 2026
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The Scenario in Which the Stock Market Falls 38% and Unemployment Surges to 10% by 2028, According to 1 Prominent Independent Research Firm
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March 03, 2026
The scenario involves artificial intelligence (AI) succeeding.
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Is the Market Bullish or Bearish on Mastercard Inc?
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March 02, 2026
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PayPal Shares Surge 10% as Stripe Buyout Rumors Swirl Amidst CEO Transition
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Meta Is Bringing Back Stablecoin Payments—This Time the Conditions Are Different
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March 02, 2026
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Level-up PUBG Games With PROOFCORE Undetectable Tricks
March 02, 2026
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2 Cash-Producing Stocks Worth Your Attention and 1 We Avoid
March 01, 2026
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SensePass Named the Leading Dynamics 365 Payment Processing Solution, Trusted by the Largest Microsoft Dynamics 365 Customer
February 27, 2026
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