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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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Fidelity National Information Services
(NY:
FIS
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41.92
-0.84 (-1.96%)
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Updated: 7:00 PM EDT, Aug 12, 2026
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Forget Bitcoin ETFs; This Is How Crypto Is Really Going Mainstream
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April 11, 2026
Everyone's talking about Bitcoin ETFs. Almost nobody is talking about this bigger shift in how money moves on digital rails.
Via
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IGIB Offers Broader Bond Exposure Than FIGB
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April 11, 2026
Portfolio size, fees, and liquidity set these bond ETFs apart—see how their differences may shape your fixed income approach.
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The Regulatory Case for XRP: Why Its Legal Status Changes Everything
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April 11, 2026
New regulatory clarity around XRP should help it soar.
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The Best Quantum Computing Stocks to Buy Today
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April 10, 2026
Quantum computing is closer to reality than many think.
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April 10, 2026
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Why Aviation-Themed Casino Games Continue to Attract Flight Enthusiasts
April 10, 2026
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The Digital Plumbing of Wall Street: Inside Broadridge’s $9 Trillion Blockchain Revolution
April 09, 2026
In the world of high-finance, "plumbing" is a term often used to describe the essential systems that allow money and securities to flow across the globe. For nearly two decades, Broadridge Financial...
Via
Finterra
Topics
Artificial Intelligence
Bonds
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CoreWeave (CRWV): The $21 Billion AI Factory Powering the Meta Partnership
April 09, 2026
Date: April 9, 2026 Introduction As the global "AI Arms Race" transitions from a frantic sprint to a sustained, multi-decade marathon, one name has emerged as the indispensable ironmonger of the modern...
Via
Finterra
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Initial Public Offering
Just Starting Out? 2 Simple ETFs That Any Canadian Investor Can Use
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April 09, 2026
These two low-cost Vanguard and iShares index ETFs provide exposure to U.S. and Canadian stocks.
Via
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Topics
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This Is the Average 401(k) Balance for Retirees and It's Not Enough
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April 08, 2026
You might be shocked at how little income the average current and near-future retiree is going to be getting from their seemingly big nest egg.
Via
The Motley Fool
Topics
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Retirement
The Case for Owning Just 1 Cryptocurrency -- and Which One It Should Be
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April 08, 2026
If you had to pick just one coin to buy, there's an obvious strong candidate.
Via
The Motley Fool
Topics
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P-Wave Classics Announces the Publication of The Female Quixote, Volume I, by Charlotte Lennox
April 07, 2026
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Institutional Floods: Bitcoin ETFs See $471 Million Surge as ‘Digital Gold’ Narrative Clashes With Impending US-Iran Deadline
April 07, 2026
In a dramatic shift of capital as the world watches the clock, U.S. spot Bitcoin exchange-traded funds (ETFs) recorded a massive $471.4 million in net inflows on Monday, April 6, 2026. This surge...
Via
MarketMinute
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Spotting Winners: Fidelity National Financial (NYSE:FNF) And Property & Casualty Insurance Stocks In Q4
April 06, 2026
Looking back on property & casualty insurance stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Fidelity National Financial...
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StockStory
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Jefferies Is Betting on Robinhood to Become a ‘Super App.’ Is That Possible in the Age of AI?
April 06, 2026
Jefferies initiated coverage of Robinhood with a Buy rating and says it appears clear that the company is becoming a financial super app.
Via
Barchart.com
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Is IonQ's Trapped Ion Technology Its Secret Weapon in Quantum Computing?
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April 06, 2026
IonQ is leading the way in quantum computing accuracy.
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eToro Finally Activates New York Crypto Trading: A New Era for the BitLicense and Retail Investing
April 06, 2026
The long-awaited expansion of the digital asset market in New York reached a pivotal milestone this week as eToro (NASDAQ: ETOR) officially activated its cryptocurrency trading services for residents...
Via
MarketMinute
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ETFs
Initial Public Offering
Regulatory Compliance
To the Moon and the Markets: SpaceX Files for Historic $2.1 Trillion IPO
April 06, 2026
HAWTHORNE, CA — In a move that has sent shockwaves through the global financial community, SpaceX has officially filed confidential paperwork with the Securities and Exchange Commission (SEC) for an...
Via
MarketMinute
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Initial Public Offering
Is Rigetti Computing the Best Quantum Computing Stock to Buy Right Now?
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April 04, 2026
Rigetti Computing recently announced that it crossed a critical accuracy threshold.
Via
The Motley Fool
Topics
Artificial Intelligence
The 15% Shadow: Nvidia’s Dominance Sparks Concentration Crisis in Active ETFs
April 03, 2026
As of April 3, 2026, the traditional boundaries of portfolio diversification have reached a breaking point, headlined by NVIDIA Corporation (NASDAQ: NVDA) and its unprecedented 15.21% weight in the...
Via
MarketMinute
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ETFs
FSTA vs. RSPS: Two Paths to Consumer Staples Exposure
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April 02, 2026
Fee structure, portfolio makeup, and dividend yield set these two consumer staples ETFs apart for investors weighing their options.
Via
The Motley Fool
Topics
ETFs
FSTA vs. PBJ: Which Consumer Staples ETF Should You Buy?
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April 02, 2026
Expense ratios, sector focus, and yield set these ETFs apart. See how their strategies could impact your consumer staples allocation.
Via
The Motley Fool
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VDC vs. FSTA: Two Nearly Identical Consumer Staples ETFs -- Which One Should You Choose?
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April 02, 2026
Explore the minor differences between these two nearly identical consumer staples ETFs.
Via
The Motley Fool
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Should You Buy CoinShares Stock Following SPAC Merger?
April 02, 2026
CoinShares stock crashed on its Nasdaq debut. Here’s why risk-averse investors are recommended caution in buying the dip in CSHR shares.
Via
Barchart.com
Topics
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Musk’s Galactic Ambition: SpaceX Files for Record $1.75 Trillion IPO Following xAI Merger
April 01, 2026
In a move that has sent shockwaves through global financial centers, SpaceX (Private: SPACE-X) has reportedly filed a confidential S-1 registration statement with the Securities and Exchange Commission...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Here's How Much You Would Have Made Owning Fidelity MSCI Energy Index ETF Stock In The Last 5 Years
↗
April 01, 2026
Via
Benzinga
Topics
ETFs
Tripo AI Launches Smart Mesh P1.0, Marking the Arrival of AI 3D 2.0
April 01, 2026
Via
AB Newswire
Topics
Artificial Intelligence
The Silicon Phoenix: Advanced Micro Devices (AMD) and the Architecture of 2026
April 01, 2026
Introduction As we enter the second quarter of 2026, Advanced Micro Devices (Nasdaq: AMD) stands as a testament to one of the most significant corporate turnarounds and strategic pivots in technology...
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
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SpaceX Targets Galactic Valuation: Reports Suggest $1.75 Trillion IPO Filing Imminent
March 31, 2026
The financial world is braced for a seismic shift as reports circulate that SpaceX, the aerospace titan led by Elon Musk, is preparing to file for an initial public offering (IPO) as early as this...
Via
MarketMinute
Topics
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Economy
Initial Public Offering
The Phoenix of AI: Inside Nebius Group’s $27 Billion Meta Deal and the Rise of the European AI Factory
March 31, 2026
The landscape of global artificial intelligence infrastructure shifted permanently in March 2026. Nebius Group N.V. (NASDAQ: NBIS), a company that only eighteen months ago was navigating the complex...
Via
Finterra
Topics
Artificial Intelligence
Economy
Intellectual Property
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