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home
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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)
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Sample Portfolio
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Quarterly Performance Reports
Market Value Securities (MVS)
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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
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
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Updated: 7:00 PM EDT, Mar 30, 2026
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The AI Video Revolution: B2B Platforms Unleash Hyper-Personalized Content at Scale
November 25, 2025
The business-to-business (B2B) landscape is currently experiencing a seismic shift in content strategy, driven by the rapid proliferation of AI-powered video content platforms. These innovative...
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Solana Ignites: Can SOL Reclaim $200 Amidst ETF Frenzy?
November 25, 2025
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Get insights into the top movers in the S&P500 index of Tuesday's pre-market session.
↗
November 25, 2025
The US market session of Tuesday has yet to be opened, let's have a look at the top S&P500 gainers and losers in the pre-market session today.
Via
Chartmill
FIS Powers German Auto Bank’s Digital Transformation, Accelerating Deposit Growth
November 25, 2025
From
Fidelity National Information Services
Via
Business Wire
Quantum Leap: Scientists Teleport Information Between Separate Light Sources, Paving Way for Unhackable Internet
November 24, 2025
Stuttgart, Germany – November 24, 2025 – In a monumental stride toward realizing the long-envisioned quantum internet, scientists at the University of Stuttgart have achieved a groundbreaking feat: the...
Via
TokenRing AI
Topics
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Pixazo Unveils New Generation of Advanced Lipsync APIs for Hyper-Realistic Digital Expression
November 24, 2025
Via
AB Newswire
FIS to Present at Upcoming Conference
November 24, 2025
From
Fidelity National Information Services
Via
Business Wire
Adobe Unleashes Next-Gen Creativity: Google’s Gemini 3 Nano Banana Pro Integrates into Firefly and Photoshop
November 24, 2025
In a groundbreaking move set to redefine the landscape of digital creativity, Adobe (NASDAQ: ADBE) has announced the immediate integration of Google's (NASDAQ: GOOGL) cutting-edge AI model, Gemini...
Via
TokenRing AI
Topics
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AI and Fintech Unleash a New Era in Wealth Management: Hyper-Personalization, Efficiency, and Unprecedented Access
November 24, 2025
The convergence of Artificial Intelligence (AI) and financial technology (fintech) is rapidly redefining the landscape of wealth management and private banking, ushering in an era of unprecedented...
Via
TokenRing AI
Topics
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The Digital Dawn: Tokenized Stocks Poised to Reshape Global Financial Markets
November 24, 2025
A quiet revolution is brewing in the staid world of finance, threatening to upend centuries-old practices of how company ownership is recorded, traded, and settled. The concept of "stocks on a...
Via
MarketMinute
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Collectors’ Exclusives: One-of-a-Kind Jan Luyken Engravings Return After Three Centuries
November 24, 2025
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Non-Supply/Demand Factors Affecting Gold Prices: IRA Report Released
November 24, 2025
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Retirement
6 Retirement Costs You Might Underestimate
↗
November 23, 2025
One of these costs is a silent killer that could shrink the power of your nest egg in half.
Via
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SoulGen 2.0 Launches with Breakthrough Advances in AI Video Generation Technology
November 23, 2025
Hong Kong, China--(Newsfile Corp. - November 23, 2025) - SoulGen today announced the launch of SoulGen 2.0, a major upgrade...
Via
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Will IonQ Be a $1 Trillion Company 10 Years From Now?
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IonQ has the most accurate quantum computing technology available right now.
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Pixazo Introduces Nano Banana Pro API, a Breakthrough in High-Fidelity Visual Generation
November 21, 2025
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Fidelity National Financial, Prudential, and Mercury General Shares Skyrocket, What You Need To Know
November 21, 2025
A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official hinted at potential interest rate cuts in the near future.
Via
StockStory
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Bitcoin's Steep Descent Rocks Markets: A Deeper Dive into Crypto's Impact on Equities
November 21, 2025
New York, NY – November 21, 2025 – The cryptocurrency market is in turmoil, with Bitcoin (BTC-USD) experiencing a dramatic and rapid plunge throughout November 2025. This significant downturn is...
Via
MarketMinute
Topics
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Bitcoin Plunges Below $81,000 Amidst Market Turmoil: What’s Next for the Crypto Ecosystem?
November 21, 2025
November 21, 2025 – The cryptocurrency market is reeling today as Bitcoin (BTC) dramatically plummeted below the crucial $81,000 mark, registering a seven-month low near $81,636. This significant...
Via
BreakingCrypto
Topics
ETFs
Economy
World Trade
Blockchain: The Unseen Engine Driving Crypto’s Explosive Evolution Towards 2026
November 21, 2025
As of late 2025, the cryptocurrency industry stands on the precipice of unprecedented growth, and at its very core lies the indispensable, often understated, power of blockchain technology. Far from...
Via
BreakingCrypto
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WEB.DEV.co Reinvents Custom Web Development by Integrating AI for Speed, Design Quality & Scalability
November 21, 2025
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HOLOWHAS Ultra-G & Plus-G: The World’s Only 8x AirPlay 2, 8x Google Cast & 8x Bluetooth Audio
November 20, 2025
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Get News
Meta Platforms Soars: VR Ambitions Drive Stock Performance as "Promising Virtual Reality Stock"
November 20, 2025
Meta Platforms (NASDAQ: META) is experiencing a significant surge in the stock market today, November 20, 2025, with investors enthusiastically responding to the company's sustained momentum in its...
Via
MarketMinute
Topics
Artificial Intelligence
Fidelity's New Solana ETF Heats Up The Race For Crypto Yield
↗
November 20, 2025
Fidelity' new Solana ETF, FSOL, intensifies the battle for staking rewards as it takes on Bitwise and Grayscale in the Solana ETF market.
Via
Benzinga
Topics
ETFs
Institutional Exodus and ETF Outflows Hammer Crypto Market, Bitcoin Below $90,000
November 20, 2025
November 20, 2025 – The cryptocurrency market is grappling with a significant downturn, driven by a sharp decline in institutional investment activity and a relentless wave of outflows from Bitcoin...
Via
BreakingCrypto
Topics
Derivatives
ETFs
Economy
FIS Wins IDC Customer Satisfaction Award for Treasury Management for Second Consecutive Year
November 20, 2025
From
Fidelity National Information Services
Via
Business Wire
How Vanguard Information Technology ETF and Fidelity MSCI Information Technology ETF Navigate the Tech Sector in Different Ways
↗
November 19, 2025
They track the same sector, yet they serve investors differently. Here’s what to know before choosing between Vanguard’s and Fidelity’s flagship tech ETFs.
Via
The Motley Fool
Topics
ETFs
Saudi Arabia’s $900 Million Bet on Luma AI Ignites Generative Revolution in Hollywood
November 19, 2025
Riyadh, Saudi Arabia – November 19, 2025 – In a move set to profoundly reshape the landscape of generative artificial intelligence and Hollywood's creative industries, Saudi Arabia, through its Public...
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Nvidia's Earnings: A Global Market Bellwether for the AI Revolution
November 19, 2025
Today, November 19, 2025, after the U.S. stock market closes, Nvidia (NASDAQ: NVDA) is poised to unveil its Q3 Fiscal 2026 earnings, an event widely anticipated to be a pivotal moment for global...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
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