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home
about us
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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RSVP-Signup Form
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Treasuries
(TSX:
BRK
)
34.26
-0.52 (-1.50%)
Streaming Delayed Price
Updated: 3:59 PM EDT, Mar 27, 2026
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Could Investing $10,000 in Coca-Cola Make You a Millionaire?
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This first-class business is a safe portfolio holding.
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Microsoft No Longer Top 3 Holding After Gates Foundation Sells 17 Million Shares
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November 18, 2025
Gates Foundation's Q3 13F: Trust sells 65% of Microsoft (MSFT) stake, dropping it from top 3. Also trims BRK-B, WM & exits UPS, CCI.
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Billionaire Warren Buffett Sold 45% of Berkshire's Stake in Bank of America and Is Piling Into a Famed Consumer Brand That's Soared 6,600% Since Its IPO
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Billionaire Scorecard: Tepper Dominates Q3, Ackman Stays Hot, Buffett Prints A Rare Red Quarter
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Warren Buffett Just Bought Alphabet Stock, and Here's The Likely Reason Why
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Warren Buffett's Berkshire Quietly Took a Position in Alphabet. Is It the Best AI Bet Right Now?
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Dip Buyers Save The Stock Market; Hindenburg Omen Appears
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Dip Buyers Save The Market Please click here for an enlarged c
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Netflix’s Mega-Merger Rumors Stir the Tech Sector as Markets Brace for Nvidia’s Earnings
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2 Unpopular Stocks That Should Get More Attention and 1 We Question
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Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps...
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Elon Musk Thinks Microsoft Co-Founder Bill Gates Should Close Out 'Crazy' Tesla Short Position
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November 16, 2025
Elon Musk urges Bill Gates to abandon his short position against Tesla's stock, as Gates's foundation sells majority of investments.
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'Kindness Is Costless But Also Priceless,' Warren Buffett Urges Decency In His Annual Address
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November 16, 2025
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Bill Gates Wasn't Eager To Meet Warren Buffett Until He Learnt This About The Oracle Of Omaha
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November 16, 2025
Bill Gates almost skipped his meeting with Warren Buffett in 1991, but a push from his mother led to a daylong conversation that reshaped his business thinking and began a long friendship.
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Stock Split Watch: Why These 2 Expensive Stocks Are Not Next in Line, and Why They Are Buys Anyway
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Waiting for these companies' shares to be significantly cheaper? Don't hold your breath.
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November 16, 2025
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Focusing on fundamentals and having patience can help investors build lasting wealth in the stock market.
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1 Prediction for Berkshire Hathaway in 2026
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3 Investing Lessons From Warren Buffett's November Letter to Berkshire Hathaway Shareholders
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November 15, 2025
Warren Buffett shares kernels of wisdom with less than two months remaining until his partial retirement.
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Billionaire Bill Ackman Has 75% of His Hedge Fund's $15 Billion Portfolio Invested in Just 5 Big Stocks
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November 15, 2025
Ackman sees huge upside in the stocks he owns, including Uber and Alphabet.
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