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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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SAP SE ADS
(NY:
SAP
)
168.95
-2.05 (-1.20%)
Official Closing Price
Updated: 4:10 PM EDT, Mar 25, 2026
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This Is the Best-Performing Vanguard ETF of 2025 So Far. Is It a No-Brainer Buy Now?
↗
June 06, 2025
Via
The Motley Fool
Topics
ETFs
Economy
Earnings Scheduled For June 5, 2025
↗
June 05, 2025
Via
Benzinga
SAP Earnings Preview
↗
June 04, 2025
Via
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Neuralbase Launches Redesigned Website, Eyes Beta Launch of Workflow Chatbot Platform to Redefine Enterprise Operations
June 03, 2025
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
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What's Driving the Market Sentiment Around SAP?
↗
June 02, 2025
Via
Benzinga
Is the Market Bullish or Bearish on SAP?
↗
May 15, 2025
Via
Benzinga
Neuralbase Launches Redesigned Website, Eyes Beta Launch of Workflow Chatbot Platform to Redefine Enterprise Operations
June 03, 2025
Via
TheNewswire.com
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Trump Administration Silently Employs Palantir To Gather Personal Data Of Each American, Raising Privacy, Data Misuse Concerns: Report
↗
June 02, 2025
The Trump administration has reportedly been discreetly working with Palantir Technologies Inc. (NASDAQ: PLTR) to gather personal data of American citizens from various federal agencies, sparking...
Via
Benzinga
Topics
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Why Caleres (CAL) Shares Are Plunging Today
May 29, 2025
Shares of footwear company Caleres (NYSE:CAL) fell 17.6% in the afternoon session after the company reported underwhelming first-quarter 2025 results: its revenue, EPS, and EBITDA fell short of Wall...
Via
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Contextere Showcases Deployed AI at CANSEC: MADISON Brings Real-Time Insight to the Front Line
May 28, 2025
Via
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Palantir Partners With Bain & Company To Accelerate Global Enterprise AI Adoption
↗
May 28, 2025
Palantir Technologies Inc. announced Tuesday a global partnership with management consulting giant Bain & Company.
Via
Benzinga
Topics
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Inside the PREETO Smart Factory: Unveiling the Hidden Precision Behind the Mid-Drive Motor
May 27, 2025
Via
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SAP, Capgemini, Mistral AI Partner To Offer AI Solutions For Regulated Industries
↗
May 27, 2025
SAP SE expands partnership with Capgemini and Mistral AI to accelerate growth for regulated industries through AI-driven transformation. Stock up 1.32%.
Via
Benzinga
Topics
Artificial Intelligence
Beyond The Numbers: 4 Analysts Discuss SAP Stock
↗
May 23, 2025
Via
Benzinga
SAP Shares Fall As Trump Tariff Threat Spurs Fears For Transatlantic Tech Trade
↗
May 23, 2025
SAP's stock fell Friday due to US-EU trade war fears. As a German software giant, 40% North American revenue makes it vulnerable.
Via
Benzinga
Topics
Government
World Trade
Trump Tariff Threat Hits Europe: Stocks Sink As 50% Duties Loom
↗
May 23, 2025
European stocks tumbled after President Trump threatened a 50% tariff on EU imports starting June 1, targeting a $250 billion trade deficit.
Via
Benzinga
Topics
Government
World Trade
10 Information Technology Stocks Whale Activity In Today's Session
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May 22, 2025
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Benzinga
2 "Magnificent Seven" Stocks Billionaires Are Buying
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May 22, 2025
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Bodor Laser Ranks Global No.1 in Fiber Laser Cutting Machine Sales Volume for Six Consecutive Years
May 21, 2025
Via
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Topics
Intellectual Property
Accenture, Dell, NVIDIA Deliver On-Premise AI Solution For Regulated Industries
↗
May 21, 2025
Accenture partners with Dell Technologies and NVIDIA to offer AI solution for enterprises, accelerating value realization and reducing costs.
Via
Benzinga
Topics
Artificial Intelligence
The Smartest Vanguard ETF to Buy With $500 Right Now
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May 21, 2025
Via
The Motley Fool
Topics
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Palantir Partners With SAP To Fuse Ontology, Foundry And Enterprise Data: CEO Alex Karp Calls It 'Extremely Valuable'
↗
May 21, 2025
Palantir Technologies Inc. announced a strategic partnership with enterprise software giant SAP SE that will integrate Palantir's data platforms with SAP's enterprise solutions, the companies revealed...
Via
Benzinga
Accenture, SAP Launch ADVANCE To Boost Cloud Adoption For Mid-Sized Firms
↗
May 20, 2025
Accenture and SAP launch ADVANCE to help $5B-revenue mid-sized firms accelerate cloud adoption and digital transformation.
Via
Benzinga
This SAP Analyst Begins Coverage On A Bullish Note; Here Are Top 4 Initiations For Tuesday
↗
May 20, 2025
Via
Benzinga
Accenture and SAP Join Forces to Help Companies Enable Connected Intelligence Across the Enterprise to Drive Speed and Agility in the AI Era
May 20, 2025
From
Accenture
Via
Business Wire
Dilip Kumar Vaka Redefines Supply Chain Innovation with AI and SAP Expertise
May 15, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Economy
VICR Q1 Earnings Call: Licensing Transitions and Tariff Pressures Shape Results
May 13, 2025
Power conversion and control solutions provider Vicor Corporation (NASDAQ:VICR) fell short of the market’s revenue expectations in Q1 CY2025, but sales rose 12% year on year to $93.97 million. Its...
Via
StockStory
Topics
Artificial Intelligence
World Trade
New record achieved: NTT DATA Business Solutions exceeds the previous year's top figures in terms of both revenue and results
May 12, 2025
Bielefeld, Germany - May 12, 2025 - NTT DATA Business Solutions AG reports record figures for fiscal year 2024/25 (key date: March 31, 2025). Despite geopolitical and economic uncertainties, the...
Via
PR Leap
Workday Could Soar With AI Strategy, Says Analyst
↗
May 06, 2025
Workday Inc. (NASDAQ: WDAY) earns a Buy rating from WestPark Capital, citing its underpenetrated ERP market share and AI-driven growth strategy. Despite $8B+ in revenue, it holds just 2% of the $100B+...
Via
Benzinga
Topics
Artificial Intelligence
Workday Stock Gets Relative Strength Rating Bump
↗
May 06, 2025
Workday stock had its Relative Strength Rating upgraded to 72 Tuesday — a nice improvement, but still shy of 80 or better score you look for.
Via
Investor's Business Daily
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