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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
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
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Delta Air Lines
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Updated: 7:00 PM EDT, Mar 24, 2026
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Government Shutdown Results In Over 1,660 Flight Delays Nationwide On Monday: Report
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October 27, 2025
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Global Markets Navigate Geopolitical Crosscurrents: Oil Rockets on Russian Sanctions Amidst Volatile U.S.-China Trade Landscape
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Flash PMI: The Early Warning System Guiding the Federal Reserve's Hand
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Energy Sector Ignites S&P 500 as Geopolitical Tensions Fuel Oil Futures Surge
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Global Commodity Markets Brace for Prolonged Turbulence Amid Geopolitical Storms, Monetary Tightening, and Supply Chain Chaos
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US Sanctions on Russian Oil Spark 5% Crude Price Surge, Rattle Global Markets
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October 23, 2025 – The global crude oil market was rocked today by a significant 5% surge in prices, directly following the United States' announcement of new, sweeping sanctions against Russia's two...
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American Airlines Soars: Strong Earnings and Optimistic Outlook Propel Shares Up 5.9%
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Global Markets Roar: Indices Near Records, Tesla Navigates Profitability, and Oil Explodes on Sanctions
October 23, 2025
October 23, 2025 - The global financial landscape is a tableau of contrasting yet interconnected forces today, with major U.S. stock indices—the Dow Jones Industrial Average, S&P 500, and Nasdaq...
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Market Resurgence: Dow and Nasdaq Charge Ahead, Tesla Rebounds, and Energy Sector Ignites
October 23, 2025
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Oil Markets Roiled as US Sanctions on Russian Firms Trigger 5% Price Surge
October 23, 2025
Global energy markets were thrown into immediate disarray today, October 23, 2025, as the United States imposed sweeping sanctions on major Russian oil suppliers, including industry giants Rosneft...
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New Russia Sanctions Trigger A Buy Signal On Oil And Give Gold Second Wind; Government May Back Quantum Computing
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October 23, 2025
New Oil Sanctions Please click here for an enlarged chart of crude oil futures. Note the following:
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Geopolitical Tensions Fuel Oil Surge, Challenging Fed's Easing Strategy Amid Inflation Worries
October 23, 2025
New York, NY – October 23, 2025 – Global financial markets are once again grappling with the specter of rising oil prices, a development that has reignited inflation anxieties and complicated the...
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Ominous Echoes: U.S. Job Growth Stalls to 2009 Levels, Signaling Deep Labor Market Fragility
October 21, 2025
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10 Industrials Stocks Whale Activity In Today's Session
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October 21, 2025
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Oil Futures Plummet Amidst Escalating Trade Tensions and Looming Supply Glut
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As of October 21, 2025, the global crude oil market is experiencing significant turbulence, with futures prices extending their losses and raising concerns across the financial landscape. Both Brent...
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Anticipating the Pulse: October PMIs Set to Signal Economic Trajectory
October 20, 2025
The financial world is keenly awaiting the release of the October Purchasing Managers' Index (PMI) data in early November 2025. These crucial forward-looking indicators, encompassing both manufacturing...
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Market Minute: Dow Soars, Apple Hits Record High as 20-Day Government Shutdown Fuels Gold Rally
October 20, 2025
The U.S. financial markets opened the week with a robust performance on October 20, 2025, as the Dow Jones Industrial Average (DJIA) extended its gains, and tech giant Apple Inc. (NASDAQ: AAPL) reached...
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Gold Soars as 20-Day US Government Shutdown Fuels Market Uncertainty
October 20, 2025
A prolonged U.S. government shutdown, now stretching into its twentieth day as of October 20, 2025, has sent ripples of anxiety across global financial markets, with gold emerging as a significant...
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Amazon Web Services Outage Knocks Major Websites Offline — Disney+, Reddit, McDonald's App, United Airlines Among Those Hit
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October 20, 2025
AWS experienced widespread operational disruption, causing errors & latency across services. The issue stemmed from DNS resolution failures and affected major websites & apps globally.
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Delta, United Airlines Affected By AWS Disruption: Report
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October 20, 2025
United Airlines said that the company’s website was up and running after a brief system outage.
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Sean Duffy Says Air Traffic Controllers Working 'Without Pay,' Doing Gigs To Put Food On The Table, As Staffing Shortages Hit Major Airports
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October 20, 2025
Transportation Secratary Sean Duffy says shutdown has hit ATC workers, forcing them to work long hours without pay and take up gig jobs.
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Chris Sununu Asks Air Travelers To 'Pack Your Patience,' Warns Conditions Are 'Slowly Getting Worse'
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October 19, 2025
Air travel across the U.S. is under growing pressure as the federal government shutdown continues to drag on, according to Airlines for America President and CEO, Christopher Sununu.
Via
Benzinga
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