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home
about us
Investment Approach
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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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News Corporation
(NQ:
NWSA
)
26.24
-0.03 (-0.11%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 19, 2026
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The Housing Beat: Mortgage Rates Down, Home Prices Up, Lending Declines, More Homeowners Stay Put
↗
March 03, 2022
The latest housing market data took on the look of an oscilloscope as with mortgage rates tumbled, home prices soared, mortgage lending declined and home occupancy spans...
Via
Benzinga
News Corp Completes Acquisition of OPIS
February 28, 2022
From
News Corp
Via
Business Wire
News Corp Announces Pricing of Private Offering of $500 Million Senior Notes Due 2032
February 08, 2022
From
News Corporation
Via
Business Wire
News Corp Announces Private Offering of $500 Million of Senior Notes Due 2032
February 08, 2022
From
News Corporation
Via
Business Wire
News: Q2 Earnings Insights
↗
February 03, 2022
News (NASDAQ:NWSA) reported its Q2 earnings results on Thursday, February 3, 2022 at 04:00 PM. Here's what investors need to know about the announcement.
Via
Benzinga
Earnings Scheduled For February 3, 2022
↗
February 03, 2022
Companies Reporting Before The Bell • Tuesday Morning (NASDAQ:TUEM) is likely to report earnings for its second quarter.
Via
Benzinga
News Corp Suspects China Behind Its Hack
↗
February 04, 2022
News Corp (NASDAQ: NWS) (NASDAQ: NWSA) believed the China government was behind a recent hack of its computer systems, Bloomberg reports. News Corp disclosed an...
Via
Benzinga
News Corporation Reports Second Quarter Results for Fiscal 2022
February 03, 2022
From
News Corporation
Via
Business Wire
News Earnings Preview
↗
February 02, 2022
News (NASDAQ:NWSA) is set to give its latest quarterly earnings report on Thursday, 2022-02-03. Here's what investors need to know before the announcement. Analysts estimate that News will likely...
Via
Benzinga
The Great Resignation Seems To Be Good Business For Some Recruiting Companies
↗
January 31, 2022
Photo by NeONBRAND on Unsplash
Via
Benzinga
News Corp to Report Fiscal 2022 Second Quarter Earnings
January 20, 2022
From
News Corp
Via
Business Wire
Existing Home Sales At 16-Year Peak: What You Need To Know
↗
January 20, 2022
Existing home sales totaled 6.12 million during 2021, up 8.5% from the previous year and the highest annual level since 2006, according to data from the National Association of...
Via
Benzinga
Amazon Releases Title, Plot Details Of Upcoming 'Lord Of The Rings' Series
↗
January 20, 2022
Amazon.com, Inc. (NASDAQ: AMZN) has revealed the title and part of the storyline of its highly anticipated series based on J.R.R. Tolkien’s epic fantasy “The Lord...
Via
Benzinga
News Corp to Acquire Base Chemicals
December 27, 2021
From
News Corp
Via
Business Wire
US Home Prices Soar By 18% Year-Over-Year
↗
December 07, 2021
U.S. home prices, including distressed sales, recorded an 18% year-over-year increase in October, according to the latest CoreLogic Home Price Index (HPI) data. This marks the...
Via
Benzinga
News Corp to Participate in UBS Global TMT Virtual Conference
November 29, 2021
From
News Corp
Via
Business Wire
Wall Street Crime And Punishment: The Blood On Elizabeth Holmes' Fingers
↗
November 12, 2021
Does crime pay? Wall Street Crime and Punishment is a weekly series by Benzinga's Phil Hall chronicling the bankers, brokers and financial ne’er-do-wells whose ambition...
Via
Benzinga
News Corp (NWSA) Q1 2022 Earnings Call Transcript
↗
November 05, 2021
NWSA earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Recap: News Q1 Earnings
↗
November 04, 2021
News (NASDAQ:NWSA) reported its Q1 earnings results on Thursday, November 4, 2021 at 05:00 PM. Here's what investors need to know about the announcement. Earnings News their...
Via
Benzinga
News Corporation Reports First Quarter Results for Fiscal 2022
November 04, 2021
From
News Corporation
Via
Business Wire
Justice Department Seeks To Block Penguin Random House Acquisition of Simon & Schuster
↗
November 03, 2021
The U.S. Department of Justice (DOJ) has filed a civil antitrust lawsuit seeking to prevent book publisher Penguin Random House’s proposed acquisition of its rival Simon...
Via
Benzinga
Topics
Lawsuit
News Corp to Report Fiscal 2022 First Quarter Earnings
October 27, 2021
From
News Corp
Via
Business Wire
HarperCollins Publishers Commits to Becoming Carbon Neutral in Direct Emissions In 2022
October 19, 2021
From
HarperCollins Publishers
Via
Business Wire
10 Communication Services Stocks Moving In Wednesday's After-Market Session
↗
October 14, 2021
Gainers Super League Gaming (NASDAQ:SLGG...
Via
Benzinga
Facebook Hearing Elevates Washington's Distrust Of Big Tech
↗
October 05, 2021
The Facebook hearing was spurred by a Wall Street Journal investigation and provided hours of damaging evidence against the social network.
Via
Investor's Business Daily
Topics
Lawsuit
Whistleblower
News Corp Approves $1B Share Buyback, Terminates Stockholder Rights Program
↗
September 22, 2021
Media conglomerate News Corp's (NASDAQ: NWSA) (NASDAQ: NWS) board approved a $1 billion share buyback program replacing the 2013 approved $500...
Via
Benzinga
News Corp Announces $1 Billion Stock Repurchase Program; Stockholder Rights Agreement Terminated
September 22, 2021
From
News Corp
Via
Business Wire
Foxtel Group to Host Strategy Day
September 16, 2021
From
News Corp
Via
Business Wire
Home Sales Down 6%, First Decline In 15 Months
↗
September 16, 2021
Seasonally-adjusted home sales were down 6% year-over-year in August, according to new data released by Redfin Corp (NASDAQ: RDFN), marking the first annual decline in home...
Via
Benzinga
News Corp to Participate in Goldman Sachs 30th Annual Communacopia Conference
September 15, 2021
From
News Corp
Via
Business Wire
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