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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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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Magna International
(NY:
MGA
)
57.78
+1.56 (+2.77%)
Official Closing Price
Updated: 7:00 PM EST, Feb 11, 2026
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Rumored Apple Car, Cloaked In Mystery, Could Recharge Apple Stock
↗
April 16, 2021
Rumors that Apple will make electric vehicles have gained momentum. Here's how an Apple Car could provide a new catalyst for Apple stock.
Via
Investor's Business Daily
Benzinga's Top Ratings Upgrades, Downgrades For April 14, 2021
↗
April 14, 2021
Upgrades For Cardlytics Inc (NASDAQ:CDLX), Craig-Hallum upgraded the previous rating of Hold to Buy. For the fourth quarter, Cardlytics had an EPS of $0.05, compared to...
Via
Benzinga
Stocks That Hit 52-Week Highs On Friday
↗
April 23, 2021
On Friday morning, 152 companies hit new 52-week highs. Things to Consider: The largest company by market cap to hit a new 52-week high was ASML Holding (NASDAQ:...
Via
Benzinga
Why Fisker Stock Is Higher Today
↗
April 21, 2021
Wall Street can't get enough of the electric vehicle maker right now.
Via
The Motley Fool
Topics
Electric Vehicles
Why Fisker Stock Jumped Today
↗
April 20, 2021
A bullish analyst just predicted 150% gains in the electric vehicle stock.
Via
The Motley Fool
Topics
Electric Vehicles
10 Promising Short Setups
↗
April 18, 2021
Looking through 50 charts in my 'bear pen,' I wanted to share ten that look promising.
Via
Talk Markets
SPACs Attack Recap: 5 Deals, Rumors And Headline News
↗
April 18, 2021
It was another busy week for the SPAC market with numerous deal announcements and rumored deals. Benzinga's "SPACs Attack" covered it all throughout the week. Here...
Via
Benzinga
Where Magna International Stands With Analysts
↗
April 14, 2021
Magna International (NYSE:MGA) has observed the following analyst ratings within the last quarter: Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 0 0 0 0...
Via
Benzinga
Fisker Stock Should Swell With the Ocean, but a Sea Change Looms
↗
April 14, 2021
FSR stock still makes sense as its first vehicle is coming together nicely. Its second vehicle is decidedly riskier.
Via
InvestorPlace
10 Biggest Price Target Changes For Wednesday
↗
April 14, 2021
JP Morgan raised Southwest Airlines Co. (NYSE: LUV) price target from $44 to $66. Southwest Airlines shares rose 1% to $63.79 in pre-market trading. Keybanc boosted Public...
Via
Benzinga
Top 3 “EV” Dividend Growth Stocks For Passive, Growing Income
↗
April 13, 2021
Here are three high-quality dividend growth stocks that fit this mold, possibly the 3 best EV stocks to buy now. These stocks will do well no matter what, but they could do especially well in the EV...
Via
Talk Markets
Magna Shares Spike On Report Of Joint Venture With LG For Apple Electric Vehicle: What Investors Should Know
↗
April 13, 2021
One of the most anticipated contracts of 2021 could be the manufacturers of Apple’s planned electric vehicles. A Magna International (NYSE: MGA) and LG joint venture could...
Via
Benzinga
Stocks That Hit 52-Week Highs On Tuesday
↗
April 13, 2021
This morning 106 companies set new 52-week highs. Interesting Highlights: Microsoft (NASDAQ:MSFT) was the largest company by market cap to set a new 52-week high...
Via
Benzinga
Magna To Manufacture Modular EV With Israeli Startup REE: Bloomberg
↗
April 12, 2021
Canadian auto supplier and contract manufacturer Magna International Inc (NYSE: MGA) jumps the electric vehicle (EV) bandwagon by devising a modular EV with...
Via
Benzinga
Topics
Electric Vehicles
Supply Chain
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