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home
about us
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
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
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Event Schedule
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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
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Alphabet-A
(NQ:
GOOGL
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333.66
-3.05 (-0.91%)
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Updated: 4:00 PM EDT, Jul 30, 2026
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Nasdaq Composite Jumps 0.9% as Semiconductors Stage a Comeback
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If the "Magnificent Seven" Were Recreated, Here's What Stocks I'd Include (Hint: Not SpaceX)
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Anthropic's IPO Will Lead to Windfall Profits for These 3 Early Investors
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Alphabet's Artificial Intelligence (AI) Spending Spree Is Great News for Nvidia
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Does This News Make Meta Platforms Stock a Buy?
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Anthropic Is Reportedly Worth $965 Billion. Here Are 3 Ways to Play It.
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Stay informed with the top movers within the dow jones index on Wednesday.
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Sterling Infrastructure Should Regain Momentum Soon
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The 30% drop in Sterling Infrastructure does not align with its fundamentals.
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Why The Trade Desk Fell 16% in June
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Concerns about slowing growth and competition continued to weigh on The Trade Desk.
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G-Stacker Highlights the Role of Google Drive Structure in SEO Asset Architecture
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WILMINGTON, DE - July 08, 2026 - G-Stacker has introduced functionality that supports the automated organization of interconnected Google Workspace properties through a structured SEO asset...
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Dow Jones Drops 1.4% as Trump Declares Iran Deal "Over"
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Oil surged and stocks slid after the president's comments at a NATO summit, while semiconductor stocks staged a quiet recovery.
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SK Hynix's $28 Billion Nasdaq Listing Would Be the Second-Biggest Share Sale Ever. Here's What Investors Should Know.
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Meta Platforms’ Cloud Push: Growth Opportunity Versus AI Concerns
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July 08, 2026
Meta Platforms shares rose 8.8% on reports it may sell excess compute capacity to third parties, a move that could boost revenue but raises questions about its AI product strength.
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Want Anthropic Exposure Before the IPO? These 2 AI Giants Are Already There
↗
July 08, 2026
Anthropic filed confidentially for an IPO after a $965 billion valuation; Amazon and Alphabet hold major private stakes, offering investors indirect exposure ahead of a potential 2026 debut.
Via
MarketBeat
Topics
Artificial Intelligence
Initial Public Offering
Regulatory Compliance
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