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home
about us
Investment Approach
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Firm ADV PDFs
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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
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Client Information
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Alphabet-A
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GOOGL
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370.19
+10.51 (+2.92%)
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Updated: 3:13 PM EDT, Jun 15, 2026
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XstraStar Says Google AI Mode Ads Signal New Phase for Brand Visibility in AI Search
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LataMed AI Advances Development of Mobile Healthcare Applications for Apple App Store and Google Play; Early Platform Subscribers Surpass 1,000
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May 22, 2026
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Billionaire Bill Ackman Just Dumped Alphabet Stock to Buy These Two AI Stocks. Should Investors Follow Suit?
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May 22, 2026
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Nvidia's Latest AI Partner Was a Bargain Hiding in Plain Sight. Is It Still a Buy?
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Did New Berkshire Hathaway CEO Greg Abel Repeat Past Warren Buffett Mistakes?
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May 21, 2026
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Independent Research Tracker Provides Pre-Launch Analysis for Google's Gemini Omni Ahead of May 19 AI Video Launch
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The AI ETF Analysts Are Watching Closely Into June
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Tae Kim says Nvidia remains undervalued despite strong revenue growth, expanding AI opportunities and improving long-term fundamentals.
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Billionaire Bill Ackman Piled Into Amazon and Microsoft and Slashed His Fund's Mammoth Stake in This AI Kingpin by 95%
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Google Ads Agency Melbourne: Scaling Multi-Channel Attribution
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Is Nvidia a Buy After Their Latest Earnings Report?
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PixPretty AI Image Generator Launches Major Update Combining ChatGPT Image 2 and Google Nano Banana-2 in One Platform
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Is Alphabet Moving in on Nvidia's Territory?
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Nvidia has dominated the AI chip space since the start of the AI boom.
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AI Consolidation Begins: Blackstone & Google Forge an AI Empire
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May 20, 2026
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This Famous Investor Just Sold All Of His Alphabet Stock and Loaded Up On Microsoft Stock. Should You?
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May 20, 2026
This billionaire investor rotated billions out of one tech giant and into another. But following his lead may not be the right call.
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Infintech Designs Publishes 2026 Optimization Guidance for Businesses Affected by Google AI Overview Expansion
May 20, 2026
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Here's the Cheapest Mega-Cap Tech Stock to Buy Right Now
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May 20, 2026
None of the Magnificent Seven are particularly cheap, but this one looks very attractive.
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Google I/O 2026 Shows Transition From AI Laggard To Leader In Shaping AI Experiences
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May 20, 2026
Alphabet commenced its Google I/O event with new AI products and platform updates, showcasing its consumer AI experiences.
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Waymo's Recent Recall is a Tiny Blip in the $2 Trillion Autonomous Revolution
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May 20, 2026
Waymo's vehicles are getting safer every day.
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May 20, 2026
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