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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
Featured Articles
Contrarian Notes Blog
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Fidelity National Information Services
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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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October 20, 2025
Don't underestimate what could be one of your largest retirement expenses.
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Solana (SOL) Defies Volatility, Trades Near $192 Amidst Surging Institutional Demand and Robust On-Chain Growth
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The Retirement Budget Mistake: 5 Costs That Catch People Off Guard
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October 20, 2025
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Pollo AI Launches Google Veo 3.1 with Revolutionary Frame Control and Character Consistency
October 20, 2025
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Fidelity To Axe Digital Health, Women's Leadership, Bond ETFs During Industry Shakeup
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October 17, 2025
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October 17, 2025
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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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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
October 16, 2025
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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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Quantum’s Blueprint: How a New Era of Computing Will Revolutionize Semiconductor Design
October 16, 2025
The semiconductor industry, the bedrock of modern technology, stands on the precipice of its most profound transformation yet, driven by the burgeoning field of quantum computing. Far from a distant...
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Ethereum Takes the Spotlight: Funds See $170M Inflows as Bitcoin ETFs Face Outflows in Post-Crash Market
October 16, 2025
October 16, 2025 – The cryptocurrency market is witnessing a significant shift in investor sentiment this week, as Ethereum (ETH) investment products have attracted substantial inflows, totaling over...
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Meshy Launches Meshy 6 Preview: A Sculpting-Level AI 3D Modeling Platform
October 16, 2025
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Global Inflation Pushes Investors to Crypto: A Digital Haven Amidst Economic Uncertainty
October 16, 2025
As global inflation surged from late 2020 and intensified through 2021 and 2022, a significant shift in investor sentiment began to take hold. Faced with the erosion of purchasing power in traditional...
Via
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FIS Introduces Smart Basket, Transforming the Shopping Experience Through Real-time Purchase Intelligence
October 16, 2025
From
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October 16, 2025
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Treasury's T-Bill Deluge Intensifies Liquidity Squeeze, Pushing Fed Towards QT Endpoint
October 15, 2025
The U.S. Treasury's aggressive surge in short-term bill issuance has sent ripples through the financial markets, creating a significant liquidity drain and profoundly influencing the Federal Reserve's...
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Breakthrough in Photonics: Ultrafast Optical Gating Unlocks Instantaneous Readout from Microcavities
October 15, 2025
October 15, 2025 – In a significant leap forward for photonic technologies, scientists have unveiled a revolutionary method employing ultrafast optical gating in a lithium niobate microcavity, enabling...
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EQ and Raymond James Forge Strategic Alliance to Revolutionize Equity Stock Plan Solutions
October 15, 2025
The financial services landscape is witnessing a significant strategic alliance as EQ and Raymond James Financial (NYSE: RJF) announce a comprehensive partnership aimed at delivering a cutting-edge...
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ARK Invest Fuels Bitcoin ETF Innovation with New ‘Yield’ and ‘DIET’ Filings Amidst Maturing Crypto Market
October 15, 2025
The landscape of cryptocurrency investment vehicles continues its rapid evolution, with Cathie Wood's ARK Invest (NASDAQ: ARKK) once again at the forefront of innovation. As of October 14, 2025, ARK...
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Is the Market Bullish or Bearish on Fidelity National Financial Inc?
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October 15, 2025
Via
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Bridging Minds and Machines: Rice University’s AI-Brain Breakthroughs Converge with Texas’s Landmark Proposition 14
October 15, 2025
The intricate dance between artificial intelligence and the human brain is rapidly evolving, moving from the realm of science fiction to tangible scientific breakthroughs. At the forefront of this...
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TokenRing AI
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AI Predicts Ethereum’s 2025 Surge: A Deep Dive into the Future of Crypto Forecasting
October 15, 2025
October 15, 2025 – Artificial Intelligence (AI) is rapidly transforming the landscape of cryptocurrency market analysis, offering unprecedented insights into future price movements. As the end of 2025...
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BreakingCrypto
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Morgan Stanley Unlocks Crypto for All: Retirement Accounts Open to Digital Assets
October 15, 2025
New York, NY – October 15, 2025 – In a landmark move poised to redefine the landscape of digital asset accessibility, Morgan Stanley (NYSE: MS), one of the world's leading financial services firms, has...
Via
BreakingCrypto
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BlackRock's Strategic Expansion and Soaring Fees Propel Stock to New Heights
October 14, 2025
New York, NY – October 14, 2025 – Global asset management giant BlackRock (NYSE: BLK) announced its third-quarter 2025 earnings today, sending its stock soaring and reaffirming its dominant position in...
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The Democratization of Wealth: Low-Income Americans and Youth Drive Historic Stock Market Influx
October 14, 2025
The financial landscape is undergoing a profound transformation as a growing wave of low-income Americans and young people enter the stock market, signaling a significant shift in household wealth...
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Tailored Wealth: How Personalized Asset Allocation Empowers Senior Investors Against Cognitive Hurdles
October 14, 2025
Baltimore, MD – October 14, 2025 – In a significant push towards more inclusive and effective financial planning, T. Rowe Price (NASDAQ: TROW) has spotlighted the profound benefits of personalized...
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MarketMinute
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Teradyne’s UltraPHY 224G: Fortifying the Foundation of Next-Gen AI
October 14, 2025
In an era defined by the escalating complexity and performance demands of artificial intelligence, the reliability of the underlying hardware is paramount. A significant leap forward in ensuring this...
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Topics
Artificial Intelligence
Silver's Historic 70% Surge in 2025: A Deep Dive into Tight Supply and Market Dynamics
October 14, 2025
The year 2025 has cemented its place in financial history as silver, often dubbed "poor man's gold," embarked on an astonishing rally, surging over 70% year-to-date and shattering multi-decade records....
Via
MarketMinute
Topics
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Electric Vehicles
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