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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
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Goldman Sachs Group
(NY:
GS
)
1,029.18
+9.41 (+0.92%)
Official Closing Price
Updated: 7:00 PM EDT, Sep 11, 2026
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A Downgrade Wave Says Bank Stocks Are Priced for Perfection Ahead of Q2 Earnings. Here's the Bear Case.
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July 09, 2026
Recently, analysts at Oppenheimer issued a surprising set of downgrades on a slew of large-cap bank stocks.
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SpaceX Lost $4.28 Billion on $4.7 Billion in Revenue Last Quarter. Here's What's Going On.
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July 09, 2026
SpaceX's losses are accelerating.
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Mark Zuckerberg's Meta Is Entering What Could Be a $2 Trillion Cloud Market. CoreWeave Stock Fell 14% on the News.
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July 08, 2026
CoreWeave is at risk of losing a customer and gaining a competitor.
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Dow Jones Drops 1.4% as Trump Declares Iran Deal "Over"
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July 08, 2026
Oil surged and stocks slid after the president's comments at a NATO summit, while semiconductor stocks staged a quiet recovery.
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Exploring the top movers within the dow jones index during today's session.
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July 08, 2026
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This Low-Cost ETF Is Not the Same as "Buying the Dow." It Might Be Better.
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July 08, 2026
Instead of buying the 30 stocks of the Dow Jones Industrial Average, this ETF offers exposure to nearly 2,500 stocks.
Via
The Motley Fool
Topics
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Goldman Sachs vs. Interactive Brokers: Which Financial Stock Is a Better Buy in 2026?
↗
July 08, 2026
Goldman Sachs dominates institutional finance with $3.6 trillion in assets, while Interactive Brokers scales globally with 5 million accounts and zero debt.
Via
The Motley Fool
Small-Cap Rally Gets a Reality Check As Goldman Sachs Warns the 'Easy Money' Era is Over
↗
July 08, 2026
Goldman Sachs warns "easy money" in small-cap stocks is gone. With AI exposure halved, see why the Russell 2000 rally depends on Fed rates.
Via
Benzinga
Topics
Artificial Intelligence
Economy
Why Half the AI Data Centers in America Will Never Get Built
July 08, 2026
EQNX::TICKER_START (NASDAQ:MSFT),(NASDAQ:NVDA),(NYSE:IBM),(NASDAQ:SMCI),(NYSE:TSM) EQNX::TICKER_END
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FinancialNewsMedia
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What's going on in today's session: dow jones movers
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July 07, 2026
Via
Chartmill
BluSky AI Inc. (BSAI) Is Looking to Build the Next Generation of AI Infrastructure Without Compromising the Planet
July 07, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Kenwood Management Company Announces 5-Year Renewal With Prince George’s County Government, Continuing Long-Term Relationship at Lottsford Business Center
July 07, 2026
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Press Release Distribution Service
How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q2 Earnings
↗
July 07, 2026
Goldman Sachs will release Q2 earnings on July 14. Analysts expect $13.95 EPS and $15.9B revenue. See how to earn $500/month in dividends.
Via
Benzinga
Meta Platforms Just Gave a Massive Warning to CoreWeave and Nebius. Is It Time to Sell These AI Infrastructure Stocks?
↗
July 07, 2026
Meta is reportedly planning to sell its excess cloud computing capacity, and that doesn't bode well for Nebius and CoreWeave.
Via
The Motley Fool
Topics
Artificial Intelligence
3 Networking Chip Stocks Riding the AI Data Center Boom
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July 06, 2026
Computing power is meaningless if chips can't work together.
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The Motley Fool
Topics
Artificial Intelligence
Saturn Oil & Gas Inc. Announces Extension and Increase to Credit Facility
July 06, 2026
Calgary, Alberta--(Newsfile Corp. - July 6, 2026) - Saturn Oil & Gas Inc. (TSX: SOIL) (OTCQX: OILSF) ("Saturn" or the...
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Newsfile
Explore the top gainers and losers within the dow jones index in today's session.
↗
July 06, 2026
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Chartmill
The Dow Couldn't Keep Up With Chip Stocks on Monday
↗
July 06, 2026
Broadcom's Apple deal and AMD's self-driving ambitions powered the Nasdaq higher on Monday while the Dow spun its wheels.
Via
The Motley Fool
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Artificial Intelligence
ETFs
Stocks
What's going on in today's session: dow jones movers
↗
July 06, 2026
Via
Chartmill
Why Advanced Micro Devices Stock Just Bounced Back
↗
July 06, 2026
AMD stock is cheaper than it looks -- and Goldman Sachs just noticed.
Via
The Motley Fool
Alcoa's $4.1 Billion South32 Deal: Opportunity Behind the 9% Drop
↗
July 06, 2026
Alcoa agreed to acquire South32's bauxite, alumina, and aluminum assets for $4.1 billion, sending shares down 9% to $47.41 amid dilution and bridge financing concerns.
Via
MarketBeat
Jensen Huang Just Named Marvell the Next $1 Trillion Stock. Is the Stock a Buy Following a 129% Surge?
↗
July 06, 2026
Marvell stock has surged impressively over the past three months, and Nvidia CEO Jensen Huang believes that it could soar even higher.
Via
The Motley Fool
Topics
Artificial Intelligence
Forget SpaceX's Nasdaq-100 Inclusion: This Is a Much Bigger Catalyst for Shares on July 7
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July 06, 2026
This upside catalyst for Elon Musk's artificial intelligence and space infrastructure giant has completely flown under the radar.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Goldman Sachs Names Top Undervalued Stocks to Buy Today
↗
July 05, 2026
Goldman Sachs analysts have revealed some top undervalued stocks worth buying today, including popular names like NetEase and O'Reilly
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Benzinga
Where Will SpaceX Be in 2030?
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July 05, 2026
CEO Elon Musk has said SpaceX could hit $1 trillion in sales by 2030. How realistic is that target?
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Initial Public Offering
How Much Could $1,000 Invested in Viking Therapeutics Be Worth by 2030?
↗
July 05, 2026
This biotech might have a bright future, but it'll need to survive against the incumbents to do so.
Via
The Motley Fool
The Dow Is Up 8% So Far This Year -- Its Best 6 Months Since 2021. Should You Buy This DJIA ETF?
↗
July 04, 2026
Just because "the Dow" is in the news doesn't mean it's the best way to invest your money.
Via
The Motley Fool
Topics
ETFs
Stocks
Intuitive Surgical Is Down 28%, and Wall Street Is Piling On. Goldman Sachs Just Said Everyone Is Wrong -- and History Is on Its Side.
↗
July 03, 2026
Intuitive Surgical has faced margin pressure before and bounced back.
Via
The Motley Fool
Topics
Economy
Here's How Much $1000 Invested In Goldman Sachs Group 5 Years Ago Would Be Worth Today
↗
July 03, 2026
Goldman Sachs Group (NYSE:GS) has outperformed the market over the past 5 years by 11.06% on an annualized basis producing an average annual return of 22.52%. Currently, Goldman Sachs Group has a...
Via
Benzinga
What Makes a Bank Stock Worth Owning for Decades
↗
July 02, 2026
Banks are an economic necessity, and they can provide a reliable income stream for dividend investors if you pick the right ones.
Via
The Motley Fool
Topics
Economy
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