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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:
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Updated: 3:47 PM EST, Jan 6, 2026
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Silicon’s Quantum Leap: Semiconductors Pave the Way for a New Computing Era
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Halper Sadeh LLC Encourages Fidelity National Information Services, Inc. Shareholders to Contact the Firm to Discuss Their Rights
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Beyond The Numbers: 5 Analysts Discuss Fidelity National Info Stock
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October 22, 2025
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FIS to Report Third Quarter Earnings on November 5, 2025
October 22, 2025
From
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FIS Climate Risk Financial Modeler Wins Climate Risk Solution of the Year
October 22, 2025
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IonQ Claims New Quantum High With 99.99% Gate Fidelity
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October 21, 2025
IonQ shares rise after achieving world-record 99.99% two-qubit gate fidelity, advancing fault-tolerant roadmap with EQC tech and new industry applications.
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Is It Too Late to Buy Rigetti Computing Stock?
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Prediction: After Gaining 2% in 10 years, This Dow Jones Value Stock Will Crush the S&P 500 Over the Next Decade
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Disney is doubling down on its best ideas, and that's great news for long-term investors.
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Billionaires Are Buying a BlackRock ETF That Could Soar Up to 825%, According to Wall Street Experts
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Prediction: After Gaining 2% in 10 years, This Dow Jones Value Stock Will Crush the S&P 500 Over the Next Decade
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Institutional Confidence Soars: 67% of Investors Bullish on Bitcoin’s Future Amidst Market Resilience
October 20, 2025
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Rigetti's Quantum Leap: A 5,000% Surge Fueled by Hype and Strategic Deals
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20% of Americans Aren't Aware of What Healthcare Will Cost Them in Retirement. Here's the Shocking Number.
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Solana (SOL) Defies Volatility, Trades Near $192 Amidst Surging Institutional Demand and Robust On-Chain Growth
October 20, 2025
October 20, 2025 – Solana (SOL) is once again capturing the crypto world's attention, trading resiliently near the $192 mark today, fueled by a powerful combination of escalating institutional demand...
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The Retirement Budget Mistake: 5 Costs That Catch People Off Guard
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It's generally a good idea to learn from the mistakes of others.
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Pollo AI Launches Google Veo 3.1 with Revolutionary Frame Control and Character Consistency
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Fidelity To Axe Digital Health, Women's Leadership, Bond ETFs During Industry Shakeup
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Why Indian Game Development Companies Are Shaping the Future of Global Gaming
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ETFtober 2025: A New Wave of Crypto ETFs from VanEck, ARK Invest, and 21Shares Reshapes Investment Landscape
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This week, the cryptocurrency market is abuzz with a fresh surge of Exchange-Traded Fund (ETF) filings, signaling a robust "ETFtober" in 2025. Major financial players including VanEck, ARK Invest...
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AI: The Death Knell for Human Creativity or Its Grand Redefinition? The Sora Revolution and the Enduring Value of Art
October 16, 2025
The advent of advanced generative artificial intelligence, epitomized by OpenAI's groundbreaking Sora model, has ignited a fervent debate across creative industries and society at large. Sora, a...
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The Golden Standard vs. Digital Dawn: Gold and Bitcoin Vie for Supremacy in a Volatile Market
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As global financial markets navigate a landscape rife with geopolitical tensions, persistent inflation, and shifting monetary policies, investors are increasingly seeking refuge in assets beyond...
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Quantum Computing Stocks Soar: Rigetti Leads the Charge Amidst Market Frenzy
October 16, 2025
The nascent, yet profoundly promising, quantum computing sector is currently experiencing an unprecedented surge in stock market valuation, drawing significant attention from investors eager to...
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