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home
about us
Investment Approach
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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
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Twenty-First Century Fox
(NQ:
FOXA
)
58.16
UNCHANGED
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Updated: 4:00 PM EDT, Mar 10, 2026
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NFL Playoffs Set: How To Watch Games, Betting Odds, 4 Teams That Can Make History And How A Video Game May Have Predicted Super Bowl LVIII
↗
January 08, 2024
A look at how to watch the NFL Playoffs, the betting odds for opening round, Super Bowl LVIII betting odds and top NFL storylines.
Via
Benzinga
Trump Vs. Biden: Former President's Lead Falls In 2024 Election Poll, Biden Hits Record High Among Democratic Voters
↗
January 04, 2024
Donald Trump maintains a lead over Joe Biden in a poll of nationally registered voters. The lead declined from the previous week and Biden gained in several areas.
Via
Benzinga
Topics
Government
FOX News Media Promotes Scott Wilder to Executive Vice President of Production and Operations
January 04, 2024
From
FOX News Media
Via
Business Wire
Trump Maintains 55-Point Lead Ahead Of Fifth Republican Debate, Iowa Caucus; Haley Tied For Second Place, But Net Favorability Declining
↗
January 03, 2024
Donald Trump has led by 50 points or more over Republican presidential candidates in recent weeks in a leading national poll.
Via
Benzinga
Topics
Government
Donald Trump Will Skip Fifth Republican Debate For Town Hall On Cable Television: Here Are The Details
↗
January 03, 2024
Donald Trump is skipping a fifth Republican primary debate to take part in an interview that will air at the same time.
Via
Benzinga
Topics
Government
FOX News Channel Names Jimmy Failla Host of FOX News Saturday Night Beginning on January 13th
January 03, 2024
From
FOX News Channel
Via
Business Wire
FOX News Channel to Host Town Halls on Women’s Issues With Republican Presidential Candidates Ron DeSantis and Nikki Haley on January 8 & 9
January 03, 2024
From
FOX News Channel
Via
Business Wire
FOX News Channel to Host Primetime Town Hall With Former President Donald Trump on January 10
January 02, 2024
From
FOX News Channel
Via
Business Wire
Hollywood Strike Was Brutal For Fall 2023 Broadcast Viewership: 'The Golden Bachelor' Helps ABC, Lack Of New Content Crushes CBS
↗
December 28, 2023
A strike by writers and actors in Hollywood was one of the biggest entertainment stories of 2023. The strikes had a big impact on studios, television and other areas of the entertainment sector in 2023...
Via
Benzinga
Despite its impressive fundamentals, NASDAQ:FOXA remains undervalued.
↗
December 27, 2023
FOX CORP - CLASS A (NASDAQ:FOXA) is a prime example of a stock that offers more than what meets the eye in terms of fundamentals.
Via
Chartmill
Sports Betting Weekly Wrap: Brock Purdy Wins Bettor $125K, Bettors Dilemma On McCaffrey Vs. Hill And How Bad Are The Detroit Pistons?
↗
December 23, 2023
A look at the top sports betting stories for the past week and the week ahead and some big bets that could win thousands.
Via
Benzinga
Netflix Poised For Strong Fourth-Quarter Report: Analyst
↗
December 21, 2023
Netflix is poised for a solid fourth-quarter performance, a Wall Street analyst said Thursday. Netflix stock remains in a buy zone.
Via
Investor's Business Daily
New York Times/Siena College Poll Finds Voters Choose FOX News Channel as Their Dominant Single Source of News
December 21, 2023
From
FOX News Channel
Via
Business Wire
OutKick Sees Strong Growth in November 2023
December 19, 2023
From
OutKick
Via
Business Wire
FOX News Digital Continues to Lead News Brands With Multiplatform Views and Minutes
December 18, 2023
From
FOX News Digital
Via
Business Wire
Israel Loses National Soccer Team Sponsorship In 2024, Why Puma Said It Wasn't Because Of Boycotts, War In The Middle East
↗
December 15, 2023
Puma is ending its sponsorship of the Israeli soccer team in 2024, a move it said has nothing to do with boycotts or war in the region.
Via
Benzinga
FOX News Channel Marks Eight Consecutive Years as Highest-Rated Cable Network in Television
December 14, 2023
From
FOX News Channel
Via
Business Wire
FOX News Media Announces Executive Promotions
December 13, 2023
From
FOX News Media
Via
Business Wire
Is Vimeo worth another look as it turns profitable?
December 07, 2023
The name Vimeo Inc. (NASDAQ: VMEO) may sound familiar to many. You may recall social media videos, training videos and music videos with the Vimeo watermark
Via
MarketBeat
Topics
Artificial Intelligence
How To Watch Fourth Republican Debate, Will Trump Attend, Who Will Be On Stage And The Stock To Watch
↗
December 06, 2023
A look at how to watch the fourth Republican presidential primary debate and which candidates will be featured.
Via
Benzinga
Topics
Government
Trump's GOP Lead Returns To Record 53 Points Ahead Of Fourth Republican Primary Debate: A Look At Where Five Candidates Stand
↗
December 06, 2023
A look at the latest weekly election poll from Republican voters that shows a strong lead for Donald Trump heading into the 2024 election.
Via
Benzinga
Topics
Government
The Fastest Growing Brands In 2023: ChatGPT, Starry, Zelle, Shein, Tesla, Hulu And More
↗
December 07, 2023
Looking at the list of the fastest growing brands in the United States, including a break down of top brands by age group.
Via
Benzinga
FOX News Channel’s DeSantis vs. Newsom: The Great Red vs. Blue State Debate Moderated by Sean Hannity Delivers More Than 5 Million Viewers on Thursday, November 30th
December 01, 2023
From
FOX News Channel
Via
Business Wire
In a market where value is scarce, NASDAQ:FOXA offers a refreshing opportunity with its solid fundamentals.
↗
December 01, 2023
FOX CORP - CLASS A (NASDAQ:FOXA) is an undervalued gem with solid fundamentals.
Via
Chartmill
Amazon Grabs More Live Sports Rights With NASCAR Deal: Why It's Important
↗
November 30, 2023
Amazon's streaming platform Prime Video is the home of Thursday Night Football NFL games and more sports are coming.
Via
Benzinga
FOX Weather Expands Distribution to DISH Network and Sling Freestream
November 29, 2023
From
FOX Weather
Via
Business Wire
Donald Trump Has A 50-Point Lead Over His Republican Competitors For 2024 Election, But One Candidate Continues To Rise
↗
November 28, 2023
Nikki Haley ranked third for a seventh straight week as she continues to distance herself from former third-place holder Vivek Ramaswamy.
Via
Benzinga
Topics
Government
FOX News Audio to Debut New Podcast Searching for Heroes with Benjamin Hall on December 4
November 28, 2023
From
FOX News Audio
Via
Business Wire
Here's Why The Detroit Lions, Dallas Cowboys Always Have Thanksgiving Day NFL Games
↗
November 23, 2023
The Detroit Lions and Dallas Cowboys play in a Thanksgiving Day NFL game every year. Here's the reason why and what's ahead in 2023.
Via
Benzinga
Power Picks: 3 CEOs and the Large-Cap Stocks They’re Betting On
↗
November 21, 2023
This year has been good for large-cap stocks. These three large-cap stocks that have CEOs betting on them.
Via
InvestorPlace
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