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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
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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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International Business Machines
(NY:
IBM
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270.31
+12.04 (+4.66%)
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Updated: 1:19 PM EDT, Jun 26, 2026
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Via
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I'm Not Convinced Anthropic's New COBOL Coding Tool Is an Actual Threat to IBM
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February 27, 2026
Most investors jumped to a conclusion on Monday that's not supported by all the facts.
Via
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Here's How Much $1000 Invested In IBM 5 Years Ago Would Be Worth Today
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AI Fatigue Triggers Massive Capital Flight: Utilities and Staples Emerge as 2026’s Unlikely Heroes
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The Implementation Pivot: How Accenture Defied the ‘SaaS-pocalypse’ with a Massive AI Rebound
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Via
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Where Will Rigetti Computing Be in 5 Years?
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AI’s ‘Ghost Trade’ or Structural Shift? Software Giants Stagger Under Disruption Fears
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Via
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Big Blue’s Brutal Monday: IBM Shares Crater 13% as AI Breakthrough Threatens Mainframe Stronghold
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AI Panic Hits Wall Street: 3 Financial Stocks on Sale
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The AI Infrastructure Pivot: Why Accenture (ACN) Just Jumped 8% and What It Means for the Future of Consulting
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Finterra
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The $100 Million Milestone: How IonQ Is Industrializing the Quantum Frontier
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The fiscal year 2025 earnings report for IonQ (NYSE: IONQ) has sent shockwaves through the technology sector. By reporting over $100 million in annual revenue, IonQ has become the first pure-play...
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Financial Analyst Certification in Delhi, "Online Live Financial Data Analyst Training Course" in Bhubaneswar by IIM Faculty with IBM Certification Support, Best Holi Offer 2026, by SLA Institute,
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February 27, 2026
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Will AI Kill Software? Fear Creeps Beyond 'Saaspocalypse,' Hits IBM, DoorDash
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February 26, 2026
The sudden sell-offs for both IBM stock and DoorDash have a common culprit: AI disruption fears taking hold on Wall Street.
Via
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The Invisible Thread: Tracing the Origin and Evolution of Bluetooth Technology
February 26, 2026
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Director Stanton John Just Bought $2 Million of Microsoft Stock. Should You Buy MSFT Too?
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International Business Machines Stock: Is IBM Underperforming the Technology Sector?
February 25, 2026
International Business Machines has lagged its sector peers recently, yet analysts remain moderately optimistic about the stock’s prospects.
Via
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Firing on All Cylinders: IBM (NYSE:IBM) Q4 Earnings Lead the Way
February 25, 2026
Looking back on it services & consulting stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including IBM (NYSE:IBM) and its peers.
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Kwashie Senam Zilevu Calls for Greater Awareness of Digital Resilience in Energy
February 25, 2026
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Oracle’s Valuation Reset: Oppenheimer Issues Aggressive Buy Rating with $185 Target Amid "Multiple Contraction"
February 25, 2026
In a bold move that signals a potential bottom for one of the tech sector's most volatile titans, Oppenheimer has upgraded Oracle (NYSE: ORCL) to an "Outperform" rating, setting a price target of $185....
Via
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Artificial Intelligence
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Frank Elsner Shares a One-Year Outlook on Governance and Security for Individuals
February 25, 2026
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Topics
Data Breach
IBM’s Steep Drop on AI Fears May Be an Overreaction
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February 25, 2026
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Topics
Artificial Intelligence
Why the Nasdaq Is Beating the Dow and S&P 500 Today
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February 25, 2026
The major indices are all up today, but by different amounts. Here's why the Nasdaq is outpacing the Dow.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
World Trade
IBM Scores Major Defense Contract To Digitize Military Commissaries
↗
February 25, 2026
IBM (NYSE:IBM) secures $112M contract with Department of War's Defense Commissary Agency to modernize electronic shelf labels.
Via
Benzinga
Anthropic Expands Enterprise AI Arsenal With Autonomous Tools Ahead Of Widely Expected IPO
↗
February 25, 2026
The San Francisco-based AI startup announced 10 new capabilities for enterprise customers to use its technology across functions such as coding, cybersecurity, human resources, and investment banking,...
Via
Stocktwits
Topics
Artificial Intelligence
Initial Public Offering
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