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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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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Visa
(NY:
V
)
362.50
-7.97 (-2.15%)
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Updated: 7:00 PM EDT, Aug 7, 2026
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StudentEB5 Releases Comprehensive Survival Guide for H-1B Visa Holders Facing Layoffs in 2026 Tech Sector Downturn
June 03, 2026
Via
AB Newswire
Topics
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Why Circle Internet Group Stock Tumbled Today
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June 03, 2026
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Stock Market Today, June 3: Nu Holdings Slides After Analyst Downgrade Highlights Margin and Leadership Risks
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June 03, 2026
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Top dow jones movers in Wednesday's session
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June 03, 2026
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It It Too Soon to Call a Bottom on Nu Holdings Stock?
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June 03, 2026
A pair of analyst downgrades this week doesn't spell the end of this fintech speedster's bull thesis.
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June 03, 2026
They are down, but they aren't out.
Via
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Berkshire Hathaway Made Some Major Portfolio Moves, but This One Was a Head-Scratcher. How Should Investors Take It?
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June 03, 2026
Is the company repeating past mistakes?
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The Motley Fool
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Certificate Attestation in Delhi
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June 03, 2026
Certificate Attestation in Delhi has become a vital process. It ensures that documents issued in India are legally recognized.What Is Certificate Attestati
Via
Talk Markets
XLF vs. VFH: The Megabank-Tilted Fund Against the Broader Financial Sector Alternative
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June 02, 2026
Explore how portfolio breadth and top holdings impact sector exposure and risk for investors seeking financial ETF options.
Via
The Motley Fool
Topics
ETFs
Economy
Top dow jones movers in Tuesday's session
↗
June 02, 2026
Via
Chartmill
Issa Compass Opens Immigration Atelier at Cloud 11, Bringing Expert Visa Guidance to Bangkok’s New Creative Capital
June 02, 2026
Via
AB Newswire
Topics
Immigration
Uncover the latest developments among dow jones stocks in today's session.
↗
June 02, 2026
Via
Chartmill
Stablecoins Are Coming for Cross-Border Payments. Is Remitly a Winner or a Loser?
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June 02, 2026
The rapidly growing remittance company faces an existential threat.
Via
The Motley Fool
My 12 Top-Ranked Stocks to Buy in June (2026)
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June 02, 2026
This collection of stocks has gained momentum in recent weeks.
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Your Complete Guide to Buying, Selling & Investing in Dubai Real Estate
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June 02, 2026
Dubai’s real estate market has long been one of the most dynamic and opportunity-rich property landscapes in the world. With a zero-income-tax environment,
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Does Enterprise Take Chime Credit Card? A Complete Guide for Car Renters in 2026
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June 02, 2026
Does Enterprise take Chime credit card?The answer isn't as straightforward as a simple yes or no. While many Enterprise locations may accept certain Chime
Via
Talk Markets
Topics
Credit Cards
StudentEB5 Publishes Guide on How Indian and Chinese Visa Holders Can Bypass Decades-Long Green Card Backlogs Through EB-5 Investment Program
June 01, 2026
Via
AB Newswire
Topics
Workforce
versus Launches As The UK and Canada’s First Regulated Prediction Market Platform
June 01, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
What's going on in today's session: dow jones movers
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June 01, 2026
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Is Solana About to Have Its Biggest Year Yet?
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June 01, 2026
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Greg Abel Just Overhauled Berkshire Hathaway's Portfolio. Here's Every Move He Made.
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June 01, 2026
Berkshire's new CEO was surprisingly active during the first quarter.
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Zero-Fee Payment Model for US Businesses: Merchant Credit Card Processing Update
June 01, 2026
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Press Release Distribution Service
Topics
Credit Cards
US Zero-Fee Cash Discount Model For Merchant Credit Card Processing Updated
June 01, 2026
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Press Release Distribution Service
Topics
Credit Cards
Certificate Attestation in Rajkot
↗
June 01, 2026
Certificate Attestation in Rajkot is a key step that confirms the authenticity of your documents for global acceptance.What Is Certificate Attestation?Atte
Via
Talk Markets
Topics
Immigration
Greg Abel Just Sold Both Visa and Mastercard Stock but Kept This Top Buffett Favorite
↗
May 31, 2026
Buffett said he'd never sell it, and Abel is keeping it on.
Via
The Motley Fool
Topics
Credit Cards
45.7% of Berkshire Hathaway's Portfolio Is Parked in 3 Stocks That Could Pay the Conglomerate $1.6 Billion in Dividends This Year
↗
May 31, 2026
Berkshire uses dividends to fund further investments, which supercharges its returns.
Via
The Motley Fool
Topics
Artificial Intelligence
American Express vs. Visa: 2 Different Ways to Bet on Premium Consumer Spending
↗
May 31, 2026
Both of these financial stocks outperformed the S&P 500 index during the past decade.
Via
The Motley Fool
Topics
Credit Cards
Stocks
CBIZ Stock Is Down 60%. Here's What a $21.7 Million Exit Could Mean
↗
May 30, 2026
CBIZ offers accounting, insurance, and advisory services to small and mid-sized clients in North America across three core segments.
Via
The Motley Fool
Topics
Regulatory Compliance
Retirement
Open Future Forum Hosts Enterprise AI and Agentic Security Dinner in Silicon Valley with Panelists from Visa, ZoomInfo, and Agentic Fabriq
May 30, 2026
Via
GlobePRwire
Topics
Artificial Intelligence
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