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home
about us
Investment Approach
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Market Analysis Summary
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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
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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
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SMX (Security Matters) Public Limited Company - Ordinary Shares
(NQ:
SMX
)
6.370
+0.110 (+1.76%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 10, 2026
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A $1 SIM Card Nearly Triggered America's Zero Day; Here's How SMX Could Stop the Next Attempt (NASDAQ: SMX)
October 06, 2025
Via
ACCESS Newswire
California's Opportunity: Let Global Brands and the Plastic Industry Invest Fines in Proof, Not Punishment (NASDAQ: SMX)
October 06, 2025
Via
ACCESS Newswire
SMX Launches U.S. Partnership to Deploy FDA-Compliant Molecular Marking in rPET Plastics, Targets $50 billion Opportunity (NASDAQ: SMX)
October 03, 2025
Via
ACCESS Newswire
SMX to Deploy FDA-Compliant Molecular Marking in Food-Grade Plastics (NASDAQ: SMX)
October 03, 2025
Via
ACCESS Newswire
SMX Unveils Molecular Marker Technology: A New Era of Digital Passports for the Global Plastics Market
October 02, 2025
SMX (NASDAQ: SMX) has announced its groundbreaking entry into the global $824 billion plastics market, introducing its pioneering molecular marker technology. This innovation promises to embed...
Via
MarketMinute
Topics
Economy
Stocks
Supply Chain
First-Mover SMX Enters $824 Billion Global Plastics Market with Molecular Marker Technology (NASDAQ: SMX)
October 02, 2025
Via
ACCESS Newswire
A Few Ticks from Zero Day: How a SIM-Farm Bust Exposed Civilization's Fragile Margin (NASDAQ: SMX)
October 02, 2025
Via
ACCESS Newswire
SMX and Tradepro to Put Material Efficiency on the World's Largest Stage: The U.S. Supply Chain (NASDAQ: SMX)
October 02, 2025
Via
ACCESS Newswire
SMX Technology Can Ensure the Opening Bell of Global Chaos Never Rings (NASDAQ:SMX)
October 02, 2025
Via
ACCESS Newswire
Could "Proof" Stop the Next Trojan Horse? SMX Thinks So (NASDAQ: SMX)
October 01, 2025
Via
ACCESS Newswire
SMX and Tradepro Advance "Material Efficiency" in Plastics Recycling
October 01, 2025
Via
ACCESS Newswire
SMX Technology, Not Diplomacy, Is the Key to Ending a 30-Year Sustainability Debate Stalemate (NASDAQ:SMX)
September 30, 2025
Via
ACCESS Newswire
SMX Technology Can Enforce the COP 29 and UN Sustainability Wish List (NASDAQ:SMX)
September 29, 2025
Via
ACCESS Newswire
SMX and CETI Unite to Give Europe Fashion's Most Powerful Weapon: Trust (NASDAQ:SMX)
September 29, 2025
Via
ACCESS Newswire
SMX Technology Can Be The Countdown Clock-Stopper to Infrastructure's Zero Day (NASDAQ:SMX)
September 26, 2025
Via
ACCESS Newswire
The SMX-CETI Alliance That Can Bankrupt Fashion Fakes (NASDAQ: SMX)
September 26, 2025
Via
ACCESS Newswire
Counterfeiters Beware: CETI and SMX Team Up to Terminate Fake Fashion (NASDAQ:SMX)
September 26, 2025
Via
ACCESS Newswire
SMX and CETI Launch an Industrial Validation Program to Drive Circular-Economy and Traceability in Textiles & Fabrics
September 25, 2025
Via
ACCESS Newswire
SMX Technology Does More Than Defend Against Cyber War’s First Strike…It Prevents It (NASDAQ: SMX)
September 25, 2025
Via
ACCESS Newswire
Not Bombs, But Bytes: How SMX Could Prevent the Grid or Nuclear Facility Attack Everyone Fears
September 25, 2025
Via
ACCESS Newswire
SMX Delivers What Three Decades of Sustainability Pledges Couldn't: PROOF
September 25, 2025
Via
ACCESS Newswire
Scary Times: The Plot That Nearly Crippled the UN's Networks Could Succeed Tomorrow (NASDAQ: SMX)
September 24, 2025
Via
ACCESS Newswire
What Happened in the UN Sim-Card Plot Yesterday Can Happen Anywhere, Anytime (NASDAQ: SMX)
September 24, 2025
Via
ACCESS Newswire
Proof in Practice: SMX Technology Powers "Local to Global" Plastics Passport Initiatives (NASDAQ: SMX)
September 23, 2025
Via
ACCESS Newswire
After 30 Years, Are We Failing? COP 29 Asked the Question; SMX Provides the Answer
September 22, 2025
Via
ACCESS Newswire
The UN's COP 29 Climate Summit Showed the Challenge; SMX Shows the Solution (NASDAQ: SMX)
September 22, 2025
Via
ACCESS Newswire
One Scan, Two Proofs: SMX Exposes the Fatal Flaws in Recycling and Fire Safety
September 19, 2025
Via
ACCESS Newswire
SMX Becomes the Ghost Buster of Buried Black Carbon and Fire Retardant Plastics (NASDAQ:SMX)
September 19, 2025
Via
ACCESS Newswire
"Ghost Plastics" No Longer Haunt Infrastructure With SMX Plastics Passport (NASDAQ: SMX)
September 18, 2025
Via
ACCESS Newswire
SMX Proof Positive With REDWAVE Puts an End to "Problem" Plastics, Successfully Tracks Carbon Black Resins (NASDAQ: SMX)
September 18, 2025
Via
ACCESS Newswire
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