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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
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
Featured Quarterly Newsletter
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Fidelity National Information Services
(NY:
FIS
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42.55
+0.63 (+1.51%)
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Updated: 11:27 AM EDT, Aug 13, 2026
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Tripo AI Launches Smart Mesh P1.0, Marking the Arrival of AI 3D 2.0
April 01, 2026
Via
AB Newswire
Topics
Artificial Intelligence
The Silicon Phoenix: Advanced Micro Devices (AMD) and the Architecture of 2026
April 01, 2026
Introduction As we enter the second quarter of 2026, Advanced Micro Devices (Nasdaq: AMD) stands as a testament to one of the most significant corporate turnarounds and strategic pivots in technology...
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
Economy
SpaceX Targets Galactic Valuation: Reports Suggest $1.75 Trillion IPO Filing Imminent
March 31, 2026
The financial world is braced for a seismic shift as reports circulate that SpaceX, the aerospace titan led by Elon Musk, is preparing to file for an initial public offering (IPO) as early as this...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Unusual volume S&P500 stocks in Thursday's session
↗
March 26, 2026
Via
Chartmill
The Phoenix of AI: Inside Nebius Group’s $27 Billion Meta Deal and the Rise of the European AI Factory
March 31, 2026
The landscape of global artificial intelligence infrastructure shifted permanently in March 2026. Nebius Group N.V. (NASDAQ: NBIS), a company that only eighteen months ago was navigating the complex...
Via
Finterra
Topics
Artificial Intelligence
Economy
Intellectual Property
Here's How Much You Would Have Made Owning Fidelity Nasdaq Composite Index ETF Stock In The Last 20 Years
↗
March 30, 2026
Via
Benzinga
Topics
ETFs
Stocks
Here's How Much You Should Have Saved in Your 401(k) by 55
↗
March 30, 2026
There are guidelines you can follow, but don't panic if your number looks different.
Via
The Motley Fool
Topics
Retirement
The Hidden Medicare Costs No One Tells You About Until It's Too Late
↗
March 30, 2026
There will inevitably be medical expenses in retirement, making now a great time to formulate a plan.
Via
The Motley Fool
Topics
Retirement
Strategic Ways to Reduce Your Taxable Income
March 30, 2026
Via
StatePoint Media
Topics
Retirement
This F&G Insider Spent $100,000 Buying Shares Despite a Steep Stock Plunge. Is It Time for a Turnaround?
↗
March 27, 2026
This annuities and life insurance provider saw a notable insider buy amid a year marked by sharp share price declines and sector headwinds.
Via
The Motley Fool
Topics
Regulatory Compliance
Retirement
Is Fidelity's FTEC a Better Tech ETF Than State Street's XLK?
↗
March 27, 2026
Explore how two low-cost tech ETFs differ in diversification, holdings, and portfolio focus — key factors for sector-focused investors.
Via
The Motley Fool
Topics
ETFs
Which Is the Better Consumer Staples ETF: Fidelity's FSTA or iShares' IYK?
↗
March 27, 2026
Explore how differences in sector focus, holdings, and costs could shape your defensive ETF strategy.
Via
The Motley Fool
Topics
ETFs
FBTC vs. ETHA: Is Bitcoin or Ethereum the Better Choice for Crypto Exposure?
↗
March 27, 2026
The Fidelity Wise Origin Bitcoin Fund (FBTC) and the iShares Ethereum Trust ETF (ETHA) both provide direct crypto exposure through a brokerage account, but they reflect very different investment...
Via
The Motley Fool
Topics
ETFs
Vana Specialty Packaging Incorporates Packaging Graphic Design into Production Management Services
March 27, 2026
SOLON, OH - March 27, 2026 - PRESSADVANTAGE - Vana Specialty Packaging includes packaging graphic design within its production management services. This component involves the development of artwork...
Via
Press Advantage
Choosing an ETF for Tech Stock Exposure: Fidelity's FTEC vs. iShares' IYW
↗
March 27, 2026
Explore how differences in cost, diversification, and sector tilt could influence your choice between these two leading tech ETFs.
Via
The Motley Fool
Topics
ETFs
3 Stocks Under $50 That Concern Us
March 27, 2026
Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks. But their headline...
Via
StockStory
FTEC vs. SOXX: Which Tech ETF Is the Better Buy for Your Portfolio?
↗
March 26, 2026
Explore how differences in sector coverage, risk, and cost between these two ETFs could impact your technology investing strategy.
Via
The Motley Fool
Topics
ETFs
3 Important Reminders for Investors When the Stock Market Hits "Extreme Fear"
↗
March 26, 2026
The wrong market environment can really get in your head and lead you to make ill-advised decisions. You'll want to be proactive about combatting this risk.
Via
The Motley Fool
Topics
Stocks
Identical Tech Exposure, Lower Cost or Greater Liquidity? VGT vs. FTEC
↗
March 26, 2026
The Vanguard Information Technology ETF (VGT) and the Fidelity MSCI Information Technology Index ETF (FTEC) hold nearly identical portfolios dominated by companies like Nvidia, Apple, and Microsoft....
Via
The Motley Fool
Topics
ETFs
Is This Popular Quantum Computing Stock Heading for an 80% Crash?
↗
March 26, 2026
Quantum computing holds a lot of promise, but investors might have jumped the gun.
Via
The Motley Fool
The Playground of Wall Street: How 13-Year-Olds Are Bypassing Guardrails to Trade in 2026
March 26, 2026
As of March 26, 2026, the traditional image of a stock trader—a seasoned professional in a suit or a savvy retail investor in their 30s—has been replaced by a new, much younger demographic. Teenagers...
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
FSTA vs. FTXG: Which Consumer Staples ETF Is the Better Buy?
↗
March 26, 2026
Expense structure, portfolio breadth, and sector focus set these two consumer staples ETFs apart for investors seeking defensive exposure.
Via
The Motley Fool
Topics
ETFs
FIS Named a Leader in Gartner® Magic Quadrant™ for Banking Payment Hub Platforms
March 26, 2026
From
Fidelity National Information Services
Via
Business Wire
Transforming Inclusion in U.S. Public Schools: A Scalable System for the Nation’s Most Underserved Learners
March 25, 2026
Via
AB Newswire
Stay informed with the top movers within the S&P500 index on Wednesday.
↗
March 25, 2026
Via
Chartmill
Fidelity Reaches $2.5M Settlement Over Data Breach Affecting 155,000 Customers
↗
March 25, 2026
Fidelity Investments has reached a proposed $2.5 million settlement in a class action lawsuit concerning an alleged data breach.
Via
Benzinga
Topics
Data Breach
Lawsuit
Warning: Investing in Tech Stocks May Just Be 1 Big, Overcrowded Trade
March 25, 2026
As I see it, “diversification” has become a casualty of the indexing age. But that hasn’t stopped investors from pursuing it.
Via
Barchart.com
Topics
ETFs
These S&P500 stocks are gapping in today's session
↗
March 25, 2026
Via
Chartmill
Robinhood’s 2026 Maturation: From Meme-Stock Broker to Global Financial Super-App
March 25, 2026
As of March 25, 2026, Robinhood Markets, Inc. (NASDAQ: HOOD) stands as a testament to the volatility and ultimate resilience of the modern fintech era. Once dismissed by Wall Street as a reckless...
Via
Finterra
Topics
Credit Cards
Economy
Initial Public Offering
Got $2,000? Which Crypto Is the Better Buy Right Now: Ethereum (ETH) vs. Solana (SOL)?
↗
March 25, 2026
Ethereum is a blockchain powerhouse, but it can't compete with Solana on speed or cost.
Via
The Motley Fool
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