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home
about us
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Team Biographies
Firm ADV PDFs
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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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Client Information
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 Information
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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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EVENTS
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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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Delta Air Lines
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Updated: 7:00 PM EDT, Mar 24, 2026
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The End of Uncertainty: How a Government Shutdown Resolution Rekindles Investor Confidence
November 10, 2025
The resolution of a protracted U.S. government shutdown typically Ushers in a significant wave of relief and renewed optimism across financial markets. This crucial development alleviates the cloud of...
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Optimism for Government Shutdown Deal Ignites Dow Jones Rally
November 10, 2025
New York, NY – November 10, 2025 – The Dow Jones Industrial Average surged today, fueled by a wave of investor optimism surrounding a potential breakthrough deal to end the protracted U.S. government...
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Airline Stocks Face Turbulence As Shutdown Turmoil Causes Massive Delays, Cancelations Over Weekend
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November 09, 2025
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Flight Cancellations Mount As US Shutdown Hits Day 38: Report
↗
November 07, 2025
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Markets Soar as Senate Advances Bill to End Historic Government Shutdown
November 10, 2025
Washington D.C. – November 10, 2025 – The United States federal government finds itself in an unprecedented fiscal quagmire, entering its 41st day of the longest shutdown in the nation's history. The...
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Markets Breathe Sigh of Relief as End to Historic Government Shutdown Nears
November 10, 2025
Washington D.C. – November 10, 2025 – After an unprecedented 41 days, the longest U.S. federal government shutdown in history appears to be nearing its conclusion, sparking a palpable sense of relief...
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Wall Street Soars as Senate Breakthrough Signals End to Record Government Shutdown
November 10, 2025
NEW YORK, NY – November 10, 2025 – Financial markets erupted in a wave of optimism today as news of a significant Senate breakthrough to end a prolonged U.S. government shutdown sent the Dow Jones...
Via
MarketMinute
Topics
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Stocks
US Markets Soar as Government Shutdown Fears Recede, Oil Prices Find New Lift
November 10, 2025
Washington D.C., November 10, 2025 – A wave of palpable relief swept through global financial markets today as fears of a prolonged U.S. government shutdown significantly eased, triggering a robust...
Via
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Stocks
Markets Breathe Sigh of Relief as Historic Government Shutdown Nears Resolution
November 10, 2025
Washington D.C. – November 10, 2025 – The United States stock market is experiencing a significant uplift today, as news of an impending resolution to the nation's longest-ever government shutdown...
Via
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Government
American Airlines CEO Calls To End Shutdown Amid Flight Cancellations: 'We Don't Need To Be Here'
↗
November 09, 2025
The government shutdown is disrupting air travel as airlines cut flights and controller shortages worsen ahead of the holiday season.
Via
Benzinga
Market Reels from Volatility and Mixed Signals: A Deep Dive into Investor Unease
November 08, 2025
The past week, from November 1st to November 8th, 2025, has witnessed a significant shift in global market sentiment, moving decisively towards a "risk-off" stance. Investors are grappling with...
Via
MarketMinute
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Government Shutdown Grips Nation: Economic Fallout Deepens as Airspace Chaos and Consumer Fear Mount
November 08, 2025
The United States is currently grappling with the economic ramifications of an unprecedented government shutdown, which, as of November 8, 2025, has become the longest in the nation's history. This...
Via
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Sean Duffy Warns Of 20% Flight Reductions As Shutdown Threatens To Cripple Holiday Travel: 'Going To Make Decisions Based On...'
↗
November 07, 2025
Sean Duffy has warned that worsening air traffic controller shortages caused by the shutdown could soon ground thousands more flights.
Via
Benzinga
U.S. Consumer Sentiment Plunges to Near-Record Lows Amidst Government Shutdown Fears
November 07, 2025
The latest U.S. consumer sentiment data reveals a sharp and concerning decline in November 2025, signaling widespread economic apprehension across the nation. With the University of Michigan Consumer...
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MarketMinute
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Corporate Earnings Fuel Market Gains, But Mixed Results Hint at Underlying Volatility
November 07, 2025
Recent third-quarter (Q3) 2025 corporate earnings have painted a complex yet largely positive picture for North American equity markets. While robust performances from key sectors, particularly...
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Travel Sector Soars on S&P 500: Expedia's Stellar Q3 2025 Earnings Signal Robust Market Health
November 07, 2025
New York, NY – November 7, 2025 – The S&P 500's travel sector is experiencing a significant uplift today, driven by an exceptionally strong Q3 2025 earnings season that has invigorated investor...
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Energy Crossroads: Oil Prices Slide Amid Oversupply Fears While Natural Gas Surges on Robust Demand
November 07, 2025
The global energy market is currently experiencing a significant divergence, as of November 7, 2025. Crude oil prices are facing sustained downward pressure, driven by a looming oversupply and...
Via
MarketMinute
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Commodity Crossroads: Declining Prices Offer Inflation Relief, But Core Pressures Persist
November 07, 2025
November 7, 2025 – The global economy finds itself at a critical juncture where the tides of inflation and commodity prices are moving in complex, often contradictory, directions. As of late 2025, a...
Via
MarketMinute
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Economy
Energy
Supply Chain
Geopolitical Fault Lines Reshape Global Commodity Supply Chains
November 07, 2025
The global economy is currently navigating a tumultuous period, as escalating geopolitical tensions increasingly dictate the flow, price, and availability of essential commodities. From the...
Via
MarketMinute
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Oil Market Rollercoaster: Analyzing the Impact of Recent Surges on Energy Sector Stocks Amidst Evolving Dynamics
November 07, 2025
The global oil market has been a theatre of dramatic shifts throughout 2025, witnessing significant price surges in the earlier part of the year driven by a potent mix of geopolitical tensions,...
Via
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Derivatives
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Markets Reel as Economic Angst Brews Amid Looming Government Shutdown Threat
November 07, 2025
As of November 7, 2025, financial markets are gripped by a palpable sense of unease, with stocks experiencing significant downturns driven by a confluence of escalating economic angst and the...
Via
MarketMinute
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The Golden Paradox: Oil's Descent and Gold's Ascent Amidst Inflationary Crosscurrents in November 2025
November 07, 2025
Global financial markets in November 2025 are navigating a profoundly complex and paradoxical landscape, characterized by a striking divergence in commodity prices: a significant decline in crude oil...
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The Golden Paradox: Oil's Descent and Gold's Ascent Reshape Financial Markets Amidst Inflationary Crosscurrents
November 07, 2025
Global financial markets in November 2025 are navigating a complex landscape marked by a striking divergence in commodity prices: a significant decline in crude oil alongside an unprecedented surge in...
Via
MarketMinute
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Earnings Season Delivers Mixed Signals: Tech Soars, Misses Punished, as Market Navigates AI Enthusiasm and Economic Headwinds
November 07, 2025
The third-quarter (Q3) 2025 earnings season, largely covering the period leading up to November 7, 2025, has sent a complex yet compelling message to the financial markets. While overall corporate...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
The Fading Promise of Dip-Buying: Markets Brace for Sustained Weakness
November 07, 2025
As of November 7, 2025, a significant shift is ripping through financial markets: the once-reliable strategy of "buying the dip" is rapidly losing its efficacy. Attempts by investors to capitalize on...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Flight Cuts, Rising Fares: What's Behind America's Costliest Week To Fly This Year
↗
November 07, 2025
Domestic airfares jump 22% ahead of Thanksgiving, driven by Spirit Airlines' cutbacks and FAA-mandated flight reductions at major airports.
Via
Benzinga
Wall Street Slips as Job Cuts and Shutdown Fears Shake Confidence
↗
November 07, 2025
Investors brace for weaker labor data and prolonged government paralysis while AI-fueled volatility rattles the markets.
Via
Chartmill
Delta Air, United, American Airlines Cancel About 700 Friday Flights After FAA Order To Reduce Air Traffic ‘Stress’
↗
November 06, 2025
The aviation regulator on Thursday published a list of 40 airports where it has asked flight traffic to be reduced.
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The Market's Pulse: Decoding Fear and Opportunity Through the VIX Amidst Commodity Market Influences
November 06, 2025
In the often-turbulent seas of global finance, understanding the collective psyche of investors is paramount. For decades, market participants have turned to the Cboe Volatility Index, more commonly...
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Divergent Paths: Oil Drowns in Oversupply as Gold Shines Bright in Safe-Haven Rally
November 06, 2025
Global financial markets in November 2025 are navigating a landscape of striking contrasts, where the abundant supply of crude oil is driving prices down, while a pervasive sense of geopolitical and...
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Economy
Energy
World Trade
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