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home
about us
Investment Approach
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Firm ADV PDFs
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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Stellantis N.V. Common Shares
(NY:
STLA
)
7.590
-0.500 (-6.18%)
Streaming Delayed Price
Updated: 10:21 AM EST, Mar 2, 2026
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China Grants Temporary Rare-Earth Licenses To US Automakers' Suppliers
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Ford, GM, Stellantis Reportedly Get Rare-Earth Supply Boost From China After Trump-Xi Call
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According to a report by Reuters, at least some of the temporary export licenses are valid for six months.
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Carlos Tavares Opens Up On Stellantis Exit After ‘Mature’ Talks, Calls Filosa A ‘Logical, Credible’ Successor
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May 28, 2025
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Stellantis Appoints Veteran Antonio Filosa As CEO: Retail Sentiment Turns Neutral
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May 28, 2025
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Stellantis Names Antonio Filosa CEO Amid Uncertainty Over Trump's 50% EU Tariff Threat
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May 28, 2025
Antonio Filosa appointed as new CEO of Stellantis amid the looming threat of Donald Trump's 50% tariffs on the EU.
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Stellantis Announces Antonio Filosa – 25-Year Veteran of the Company – to Be Its New Chief Executive Officer
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Trump Sparks Fears Among European Car Makers With 50% Tariff Threat
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Stellantis (STLA) Shares Slide On Trump Tariff Threat Against EU Imports
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May 23, 2025
Stellantis shares fell after Trump's EU tariff threat. Trade war fears impact export-reliant firms like Stellantis.
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Stellantis To Set Up $388M Hub In Michigan For Parts Distribution: Retail Unmoved
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May 21, 2025
The new facility is set to launch in 2027.
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Stellantis to Participate in Bernstein’s 41st Annual Strategic Decisions Conference
May 21, 2025
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May 20, 2025
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Stellantis Brand Citroën Appoints Xavier Chardon as CEO: Retail Sentiment Sours
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May 19, 2025
The new chief executive will report to Stellantis’ Chief Operating Officer for Enlarged Europe, Jean-Philippe Imparato.
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Xavier Chardon Appointed CEO of Citroën
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Stellantis Chairman Denies Rumors Of Merger With Renault
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May 15, 2025
The two companies had dismissed the rumors of a potential merger in October as well, Reuters noted.
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May 14, 2025
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May 14, 2025
The recent trade agreement between the U.K. and the U.S. has been met with disapproval from China, potentially adding more complexity to London's ongoing efforts to rebuild its relations with Beijing.
Via
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