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home
about us
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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
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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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Apple
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AAPL
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+0.92 (+0.29%)
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Updated: 4:00 PM EDT, Aug 7, 2026
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Should You Buy Alphabet Stock Before July 22? Wall Street Has a Clear Answer.
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July 21, 2026
Most Wall Street analysts believe Alphabet stock is undervalued.
Via
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July 21, 2026
What if the next $5 trillion tech company isn't Apple or Microsoft but the AI infrastructure powerhouse that supplies the entire industry?
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An Ant's Adventure in Learning: New Children's Book Turns the Alphabet Into a Charming World of Discovery
July 21, 2026
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July 21, 2026
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2 Reasons to Like AMZN (and 1 Not So Much)
July 21, 2026
Amazon trades at $249.45 and has moved in lockstep with the market. Its shares have returned 7.8% over the last six months while the S&P 500 has gained 8.4%....
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Qi2 Wireless Charger Manufacturer Wecent Introduces Low-MOQ Market Strategy to Streamline Global Brand Launches
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Chaz Edward Local Marketing Launches Local Listings Management for Agencies
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Attorney Deborah Song Launches the Inland Empire Car and Truck Accident Law Podcast
July 20, 2026
Inland Empire, California - Deborah Song, founding attorney of Empire Law: Truck & Car Accident Lawyers, has launched the Inland Empire Car and Truck Accid
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If You Invested $100 In Apple Stock 10 Years Ago, You Would Have This Much Today
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July 20, 2026
Apple (NASDAQ:AAPL) has outperformed the market over the past 10 years by 16.64% on an annualized basis producing an average annual return of 29.74%. Currently, Apple has a market capitalization of...
Via
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Why Apple Stock Dropped Today
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July 20, 2026
Is Apple stock heading for a margins meltdown?
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Stay informed with the top movers within the dow jones index on Monday.
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Inconsistent Business Listings Hurt Local Search Rankings - New Guide Released
July 20, 2026
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Looking for the most active stocks in the S&P500 index on Monday?
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Apple Stock Hits All-Time Highs: ‘End Of An Era’ with Tim Cook's Final Quarter, Analyst Says Focus on iPhone, Gross Margins
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Apple reports third-quarter financial results on July 30. An analyst shares an early look at what investors should expect.
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Market Indexes Play Favorites: Tech Wins, Industrials Sulk on Monday
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July 20, 2026
Tech stocks rallied on Monday while industrials stumbled. The major indexes can't agree on a direction today. Here's why.
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Uncover the latest developments among dow jones stocks in today's session.
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What's going on in today's session: S&P500 movers
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5 Stocks Quietly Trading Near All-Time Highs While Everyone Watches the AI Drama
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While AI stocks correct, Johnson & Johnson, Altria, Coca-Cola, JPMorgan, and Apple are quietly trading near 52-week or all-time highs ahead of earnings.
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What Is Going On With Apple Stock On Monday?
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July 20, 2026
Apple (NASDAQ: AAPL) stock hovered slightly lower premarket on Monday after briefly overtaking Nvidia as the world's most valuable company, propelled by investor preference for its consumer...
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Why Intel Stock Soared 278% In the First Half of 2026
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July 20, 2026
An impressive first quarter and news of new chip deals fueled Intel's rise.
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Vanguard Total World Stock ETF vs iShares Emerging Markets ETF. Which Is the Better Fund to Cover the Globe in Your Portfolio?
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July 20, 2026
IEMG delivered stronger 1-year returns, but VT's lower expense ratio and shallower drawdowns appeal to risk-conscious investors seeking diversified global exposure.
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Apple, UnitedHealth Group And A Basic Material Stock: CNBC’s ‘Final Trades’
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July 20, 2026
Kevin Simpson named Apple as his final trade on CNBC's Halftime Report Final Trades. HSBC analyst upgraded Apple and Gilman Hill CEO praised Rio Tinto.
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Bank Earnings Are Roaring, But Wall Street Isn't Ready to Celebrate
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July 20, 2026
Marc Chaikin of Chaikin Analytics breaks down bank earnings, mega-cap tech divergence, oversold chip stocks, SpaceX's post-IPO slide and mid-cap names like Avnet this earnings season.
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Small-Cap Index Funds Have Delivered Surprisingly Strong 12-Month Returns. Here's What That Means for Investors.
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July 20, 2026
Recent performance of small-cap index funds proves that mega-cap stocks don't drive the market by themselves.
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Google and Apple Lead the Way Toward Smarter Digital Living
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July 20, 2026
Technology is changing the way people live, work, and stay connected. Every year, Google and Apple introduce improvements that make devices easier to use a
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The Biggest Myth About Steve Jobs? Former Apple Executive Says Most People Got His Leadership Wrong
↗
July 20, 2026
Former Apple exec Ron Johnson says Steve Jobs' success was not from controlling every decision, but from building trust and empowering teams.
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Why iOS Mobile App Development Is a Smart Investment for Modern Businesses
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July 20, 2026
The mobile app industry continues to grow rapidly, and businesses today are constantly looking for ways to improve customer engagement, brand visibility, a
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LocalBasics Launches Listings Management Platform with Lifetime Access for Small Businesses
July 20, 2026
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