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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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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
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Merck & Co
(NY:
MRK
)
118.10
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 30, 2026
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FDA Breakthrough Status Awarded To Lilly-Merck Combo Drug For Advanced Non-Small Cell Lung Cancer
↗
September 04, 2025
Eli Lilly's olomorasib with Merck's Keytruda receives FDA Breakthrough Therapy status for KRAS G12c lung cancer, supported by trial results.
Via
Benzinga
3 Things You Need to Know if You Buy Pfizer Today
↗
September 04, 2025
Pfizer has a lofty 6.9% dividend yield, but is it the only or best choice for investors interested in the pharma space?
Via
The Motley Fool
Topics
Intellectual Property
Robert F. Kennedy Jr.'s Vaccine Shake-Up Sparks Coast-To-Coast Divide: West Coast Creates Health Alliance, Florida Rolls Back Requirements
↗
September 04, 2025
California, Oregon and Washington form regional vaccine alliance to counter federal guidance under Robert F. Kennedy Jr. as Florida eliminates state mandates.
Via
Benzinga
Florida Chooses 'Medical Freedom' As State Plans To End Vaccine Mandates, Even For Schools: Experts Warn Of 'Major Disaster'
↗
September 04, 2025
Florida plans to end all statewide vaccine mandates, even those required for school attendance, framing the move as a defense of individual liberties, which has since received pushback from public...
Via
Benzinga
Merck’s Investigational Drug Shows Reduction In Cholesterol In Late-stage Trial
↗
September 02, 2025
Via
Stocktwits
CSX, Intel, Palantir, Nvidia, Merck: What Sparked Heavy After-Hours Trading In These 5 Stocks?
↗
August 20, 2025
Via
Stocktwits
Marjorie Taylor Greene Hits Homerun Again, Buys Alphabet Stock 5 Days Before Favorable Antitrust Ruling: Here Are Some Other New Trades
↗
September 03, 2025
Rep. Marjorie Taylor Greene buys Google stock just days before a key antitrust ruling. See her latest trades and portfolio performance.
Via
Benzinga
This Merck Pill Promises Powerful Cholesterol Reduction Without Injections
↗
September 02, 2025
Merck's Coralreef Lipids trial showed enlicitide cut LDL-C and other lipid markers, while pooled Verquvo data hinted at heart failure benefits.
Via
Benzinga
Should You Buy the 3 Highest-Paying Dividend Stocks in the Dow Jones?
↗
September 02, 2025
Are the Dow's biggest yields a bargain or a warning sign? Here's how the top payouts stack up, and what that could mean for income investors.
Via
The Motley Fool
Topics
Stocks
Merck’s Investigational Oral PCSK9 Inhibitor Enlicitide Decanoate Met All Primary and Key Secondary Endpoints in Adults with Hypercholesterolemia in Pivotal CORALreef Lipids Study
September 02, 2025
From
Merck & Co., Inc.
Via
Business Wire
Merck to Participate in the Morgan Stanley 23rd Annual Global Healthcare Conference
September 02, 2025
From
Merck & Co., Inc.
Via
Business Wire
1 of Wall Street’s Favorite Stock for Long-Term Investors and 2 We Turn Down
September 01, 2025
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings,...
Via
StockStory
Bernie Sanders Demands Health Secretary RFK Jr.'s Resignation As CDC Leadership Crisis Deepens
↗
August 30, 2025
Senator Bernie Sanders called for HHS Secretary RFK Jr.'s resignation over his anti-vaccine policies, ousting of CDC Director Susan Monarez.
Via
Benzinga
Merck & Co. Inc. (NYSE:MRK) Stands Out as a High-Quality Dividend Stock
↗
August 30, 2025
Discover Merck (MRK), a top dividend stock with a 3.76% yield, strong growth history, and excellent financial health for sustainable income.
Via
Chartmill
Merck Provides New Results for VERQUVO® (vericiguat) in Patients with Chronic Heart Failure and Reduced Ejection Fraction
August 30, 2025
From
Merck & Co., Inc.
Via
Business Wire
Elizabeth Warren Slams Trump's CDC Purge: Calls Out RFK Jr's Statements On Measles Vaccines — 'These Fools Can't Be Trusted With Your Health'
↗
August 29, 2025
Sen. Elizabeth Warren (D-Mass.) is sounding the alarm on President Donald Trump's attempts at overhauling leadership at the Centers for Disease Control and Prevention, warning of risks to public...
Via
Benzinga
Topics
Government
Merck to Participate in the 2025 Wells Fargo Healthcare Conference
August 28, 2025
From
Merck & Co., Inc.
Via
Business Wire
1 Safe-and-Steady Stock Worth Your Attention and 2 We Question
August 28, 2025
Low-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies.
Via
StockStory
Topics
Bonds
Summit, Akeso Report Lung Cancer Survival Boost With Ivonescimab, A Rival To Merck's Keytruda Multi-Billion Dollar Franchise, Says Analyst
↗
August 27, 2025
Summit and Akeso report ivonescimab's survival benefit in lung cancer, boosting approval odds and positioning it as a Keytruda challenger.
Via
Benzinga
Powering Progress: AI's Insatiable Energy Appetite and Biotech's Dual Dawn
August 27, 2025
The global economy in 2025 is navigating a landscape profoundly reshaped by the escalating demands of Artificial Intelligence (AI) and transformative shifts in healthcare. While the burgeoning energy...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Emissions
EU Rushes To Scrap Tariffs On US Goods To Unlock Lower American Auto Duties: These Exporters Stand To Gain Big
↗
August 27, 2025
EU set to scrap tariffs on U.S. goods in a key auto trade deal. See which American industrial and energy stocks are poised for a boost.
Via
Benzinga
Topics
World Trade
HERTHENA-Breast04 Phase 3 Trial of Patritumab Deruxtecan Initiated in Patients with Metastatic Hormone Receptor Positive, HER2 Negative Breast Cancer Previously Treated with Endocrine Therapy
August 27, 2025
From
Merck & Co., Inc.
Via
Business Wire
Summit Draws Frenzied Retail Chatter After Akeso Drug Shows Survival Benefit In Lung Cancer; Retail Sees More Upside
↗
August 26, 2025
Analysts at Bernstein called the survival data “a positive surprise,” framing it as Akeso’s biggest catalyst since the drug previously outperformed Merck’s top-selling cancer therapy.
Via
Stocktwits
As the Market Rotates, This Healthcare ETF Is Leading the Way
↗
August 26, 2025
Health care saw some of the worst losses this year. But as the calendar turned to August, it's been leading the market higher. This ETF provides exposure.
Via
MarketBeat
Topics
ETFs
Explore the top gainers and losers within the S&P500 index in today's session.
↗
August 25, 2025
Stay updated with the movements of the S&P500 index in the middle of the day on Monday. Discover which stocks are leading as top gainers and losers in today's session.
Via
Chartmill
Top 5 ETFs and Stocks to Watch as the Fed Eyes Rate Cuts
↗
August 25, 2025
Powell’s dovish Jackson Hole remarks signal that the Fed could cut rates as early as September, with markets now pricing an 80% chance of a 25 bps cut.
Via
MarketBeat
Topics
ETFs
Economy
HCW Biologics' Shares Surge After Unveiling Next-Gen Cancer Immunotherapy Platform
↗
August 25, 2025
HCW Biologics shares jump after unveiling TRBC-based fusion therapy that enhances immune response and shows strong preclinical results in solid tumors.
Via
Benzinga
Merck Demonstrates Ongoing Commitment to Advancing Cardiovascular Disease Management and Patient Care with New Data at the European Society of Cardiology Congress 2025
August 25, 2025
From
Merck & Co., Inc.
Via
Business Wire
What's going on in today's session: S&P500 movers
↗
August 21, 2025
Wondering what's happening in today's session for the S&P500 index? Stay informed with the top movers within the S&P500 index on Thursday.
Via
Chartmill
Slocum Gordon Exits Stake in Kimberly-Clark Worth Nearly $3 Million
↗
August 21, 2025
Via
The Motley Fool
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