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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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Featured Quarterly Newsletter
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Nasdaq OMX Group
(NQ:
NDAQ
)
85.53
+1.47 (+1.75%)
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Updated: 4:00 PM EDT, Mar 13, 2026
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Nasdaq Halts Crypto Custody Service Plans Amid Regulatory Concerns
↗
July 19, 2023
Nasdaq Inc (NASDAQ: NDAQ) decided to abandon its plans to offer a cryptocurrency custody service due to business and regulatory challenges, according to
Via
Benzinga
Nasdaq Q2 Highlights: Tops Street Estimates, 4% Revenue Growth & More
↗
July 19, 2023
Nasdaq, Inc. (NASDAQ: NDAQ) reported a Q2 revenue increase of 4% Y/Y to $925 million, beating
Via
Benzinga
Nasdaq Futures Rise As Focus Turns To Tesla, Netflix Q2 Prints: Analyst Says Earnings Need Some 'Heavy Lifting' For Sustained Rally
↗
July 19, 2023
Via
Benzinga
Earnings Outlook For Nasdaq
↗
July 18, 2023
Via
Benzinga
Here's How Much $1000 Invested In Nasdaq 10 Years Ago Would Be Worth Today
↗
July 14, 2023
Via
Benzinga
The Latest Analyst Ratings for Nasdaq
↗
July 13, 2023
Via
Benzinga
Why Nasdaq Stock Fell 9.6% This Week
↗
June 16, 2023
The stock exchange company made a big splash this week.
Via
The Motley Fool
Earnings Scheduled For July 19, 2023
↗
July 19, 2023
Companies Reporting Before The Bell • Ally Financial (NYSE:ALLY) is estimated to report quarterly earnings at $0.92 per share on revenue of $2.09 billion.
Via
Benzinga
The Best Stocks to Buy With $100 Right Now
↗
July 17, 2023
Adding to these sub-$100 stocks and holding them forever could lead you toward a comfortable retirement.
Via
The Motley Fool
What Are Your Thoughts On Bitcoin ETFs? SEC Wants Feedback On BlackRock, ARK Invest
↗
July 17, 2023
The U.S.
Via
Benzinga
Nasdaq Removes Activision Blizzard From Index: Is Microsoft Merger Now 'Highly Probable'?
↗
July 13, 2023
The tech and video game sectors were rocked this week when the Federal Trade Commission's request to halt a $69-billion merger in the space was turned down.
Via
Benzinga
Why Microsoft and Alphabet Stocks Slumped Today
↗
July 10, 2023
Perhaps investors have become too enamored lately of stocks associated with AI.
Via
The Motley Fool
Nasdaq Partners With B3, Builds Clearing Platform For Brazilian Stock Exchange
↗
July 10, 2023
Nasdaq Inc (NASDAQ: NDAQ) partnered with B3 to create a new clearing platform for the
Via
Benzinga
B3 and Nasdaq Announce Partnership to Develop New Clearing Platform
July 10, 2023
Development of a new system for the Brazilian stock exchange is to take place in phases and is part of B3's strategy to provide the market with continuous technological innovation
From
Nasdaq, Inc.
Via
GlobeNewswire
3 Blue-Chip Stocks to Buy at an All-Time Low in July
↗
July 07, 2023
After their recent sell-offs, these blue-chip stocks are trading at bargain prices and are due for a rebound in the second half.
Via
InvestorPlace
Why Are Crypto Mining Stocks MARA, HUT, CLSK, HIVE, RIOT Up Today?
↗
July 06, 2023
Central banks are down on crypto, but traders who are down on central banks are sending the cryptocurrency and crypto mining stocks up again.
Via
InvestorPlace
Why Investors Were Smiling About SmileDirectClub Today
↗
July 05, 2023
The company will remain listed on its stock exchange...for now.
Via
The Motley Fool
Depósito Central de Valores to Digitize Securities, Leveraging Nasdaq Technology
June 29, 2023
Depósito Central de Valores, Chile’s Central Securities Depository, Expands Capabilities to Support the Registration, Transfer and Settlement of Digitized Securities
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq Raises Fund Via Debt Offerings To Fund Adenza Buyout
↗
June 23, 2023
Nasdaq Inc (NASDAQ: NDAQ) disclosed the pricing of a public offering of $4.25 billion and €750 million senior notes offerings. The company plans to use the net proceeds from the offerings to fund the...
Via
Benzinga
Is Nasdaq a Buy, Sell, or Hold After Its $10.5 Billion Adenza Acquisition?
↗
June 21, 2023
Did Nasdaq bite off more than it can chew -- or further cement its status as a financial industry behemoth?
Via
The Motley Fool
Nasdaq Transfers Its European Power Business To EEX For Undisclosed Sum
↗
June 20, 2023
Nasdaq Inc (NASDAQ: NDAQ) inked an agreement with the European Energy Exchange (EEX) to transfer its European power trading and
Via
Benzinga
Can Canoo Keep Going? Only With a Lot of Outside Help.
↗
June 20, 2023
If there's one thing that no public company wants to do, it is to tell investors that it is at a high risk of going bankrupt.
Via
The Motley Fool
EEX and Nasdaq Commodities Announce Intention to Transfer Nasdaq’s European Power Business to EEX
June 20, 2023
EEX to facilitate transition to zonal futures in Nordic power market to grow area price liquidity
From
Nasdaq, Inc.
Via
GlobeNewswire
Best Stocks to Buy Now: Is Sea Limited Stock a Buy Now, Down Over 80%?
↗
June 17, 2023
Sea Limited stock is down over 80% from its all-time highs. Is this a hidden gem that will participate in the rally next?
Via
The Motley Fool
Why Nikola Stock Is Soaring Today
↗
June 15, 2023
Nikola stock is enjoying an incredible rally thanks to a string of favorable developments.
Via
The Motley Fool
Nasdaq Stock Trading Low Following Adenza Deal - A Golden Opportunity For Investors, Says Analyst
↗
June 13, 2023
Oppenheimer analyst Owen Lau reiterated an Outperform rating on the shares of Nasdaq, Inc. (NASDAQ: NDAQ), with a
Via
Benzinga
Market Volatility Rises Sharply; S&P 500 Records Gain
↗
June 13, 2023
The S&P 500 and the Nasdaq climbed to their highest settlement levels since April 2022 on Monday. Investors are awaiting inflation report and the Fed’s interest rate decision. Traders are now seeing...
Via
Benzinga
Why Rivian Stock Crawled Only Marginally Higher Today
↗
June 12, 2023
While not powerful, the "index effect" had some impact on the company Monday.
Via
The Motley Fool
S&P 500: Carnival, AI Giants Broadcom, Oracle Lead Big Winners
↗
June 12, 2023
As the S&P 500 hit a 52-week high, Carnival, Broadcom and Oracle jumped.
Via
Investor's Business Daily
Why Nasdaq Stock Was Falling Today
↗
June 12, 2023
Nasdaq announced a major acquisition, but investors didn't seem pleased.
Via
The Motley Fool
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