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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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Prediction: The S&P 500 $1 Trillion Club Will Double Between 2026 and 2030
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Dual Engines: AI Scalability and Energy Geopolitics Propel S&P 500 and Nasdaq to Record Highs
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The AI Ironclad: Why NVIDIA and AMD Remain Untouchable Amid Market Rotation
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The Great Rotation: Why Wall Street is Betting Big on Banks in 2026
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Why H&R Block (HRB) Stock Is Trading Up Today
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1-800-FLOWERS (FLWS) Shares Skyrocket, What You Need To Know
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Why Is Allient (ALNT) Stock Rocketing Higher Today
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Why Emerson Electric (EMR) Stock Is Trading Up Today
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Why Are Azenta (AZTA) Shares Soaring Today
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Why Are U.S. Physical Therapy (USPH) Shares Soaring Today
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Why Nubank (NU) Stock Is Up Today
January 05, 2026
Shares of digital banking platform Nubank (NYSE:NU) jumped 4.9% in the afternoon session after the stock hit an all-time high amid positive analyst commentary and strong investor confidence.
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Why Is Kratos (KTOS) Stock Soaring Today
January 05, 2026
Shares of aerospace and defense company Kratos (NASDAQ:KTOS) jumped 13.2% in the afternoon session after Jones Research initiated coverage of the defense company with a buy rating and a $150 price...
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ONDS Stock Rose Over 603% In Six Months — Why Is Retail Still Bullish?
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Should Investors Be Worried That the "Magnificent Seven" Make Up 35% of the S&P 500?
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At the very least, investors should be concerned. There's a way to avoid the problem, though.
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The 2026 Unit Economics Reckoning: Proving AI’s Profitability
January 05, 2026
As of January 5, 2026, the artificial intelligence industry has officially transitioned from the "build-at-all-costs" era of speculative hype into a disciplined "Efficiency Era." This shift, often...
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Beyond Pixels: The Rise of 3D World Models and the Quest for Spatial Intelligence
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Intel Unleashes Panther Lake: The Core Ultra Series 3 Redefines the AI PC Era
January 05, 2026
In a landmark announcement at CES 2026, Intel Corporation (NASDAQ: INTC) has officially unveiled its Core Ultra Series 3 processors, codenamed "Panther Lake." Representing a pivotal moment in the...
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Apple’s Golden Jubilee: The 2026 ‘Apple Intelligence’ Blitz and the Future of Consumer AI
January 05, 2026
As Apple Inc. (NASDAQ:AAPL) approaches its 50th anniversary on April 1, 2026, the tech giant is reportedly preparing for the most aggressive product launch cycle in its history. Dubbed the "Apple...
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Google Unveils Managed MCP Servers: Building the Industrial Backbone for the Global Agent Economy
January 05, 2026
In a move that signals the transition from experimental AI to a fully realized "Agent Economy," Alphabet Inc. (NASDAQ: GOOGL) has announced the general availability of its Managed Model Context...
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The Great Decoupling: White-Collar Displacement Ignites the 2026 UBI Firestorm
January 05, 2026
As the United States enters 2026, the long-predicted "AI revolution" has transitioned from a Silicon Valley slogan to a disruptive economic reality. For decades, automation was a specter haunting...
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The Rise of the ‘Surgical’ AI: How AT&T and Mistral are Leading the Enterprise Shift to Small Language Models
January 05, 2026
For the past three years, the artificial intelligence narrative has been dominated by a "bigger is better" philosophy, with tech giants racing to build trillion-parameter models that require the power...
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The Dawn of the Internet of Agents: Anthropic and Linux Foundation Launch the Agentic AI Foundation
January 05, 2026
In a move that signals a seismic shift in the artificial intelligence landscape, Anthropic and the Linux Foundation have officially launched the Agentic AI Foundation (AAIF). Announced on December 9,...
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The Data Center Power Crisis: Energy Grid Constraints on AI Growth
January 05, 2026
As of early 2026, the artificial intelligence revolution has collided head-on with the physical limits of the 20th-century electrical grid. What began as a race for the most sophisticated algorithms...
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The Great Inference Squeeze: Why Nvidia’s ‘Off the Charts’ Demand is Redefining the AI Economy in 2026
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The $2 Trillion AI Supercycle: Gartner’s 2026 Forecast Signals a Global Economic Pivot
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The Trillion-Dollar Question: Microsoft 365 Copilot’s 2026 Price Hike Puts AI ROI Under the Microscope
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