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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
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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
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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)
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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AI, Cyber, and Autonomous Systems: The Future Battleground Anticipated at the Northeast Indiana Defense Summit
November 24, 2025
As the global geopolitical landscape continues to evolve with unprecedented speed, the role of cutting-edge technology in national security and defense has never been more critical. The upcoming 4th...
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Industrials Sector Soars on November 21, 2025, Signaling Robust Economic Expansion
November 21, 2025
New York, NY – November 21, 2025 – The Industrials sector of the S&P 500 experienced a significant surge today, delivering a robust performance that is sending strong signals of broader market optimism...
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GE Aerospace Pours $14 Million Into India Facility On Accelerating Demand
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November 20, 2025
GE Aerospace invests $14 million in Pune, India facility, expanding capacity and automation. International partnerships strengthen commercial presence.
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US Clears $93 Million Sale Of Javelin Missiles, Excalibur Artillery To India In First Major Deal Since Trump Tariff Spat
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November 20, 2025
U.S. has given the approval for the $93 million sale of Javelin anti-tank missile systems and Excalibur guided artillery munitions to India.
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Washington D.C. – November 19, 2025 – The U.S. Labor Department announced today that it would not release a full jobs report for October due to a prolonged federal government shutdown that recently...
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The Digital Drill Sergeant: Modernized Military Training for an AI-Driven Battlefield
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The global military landscape is undergoing a profound and rapid transformation, driven by an unprecedented surge in technological advancements. From artificial intelligence (AI) and cyber warfare to...
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Global Tides and the American Market: Navigating a Volatile 2025
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The U.S. stock market, often seen as a beacon of stability, is increasingly intertwined with the intricate and often turbulent currents of the global economy. As of November 2025, a confluence of...
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Q3 2025 Earnings: AI Fuels Growth Amidst Shifting Consumer Tides and Cautious Optimism
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The third quarter 2025 earnings season has largely concluded, painting a picture of corporate resilience and strategic adaptation in the face of evolving economic conditions. Overall, the S&P 500...
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Southwest Airlines Pioneers Touchless Biometrics, Revolutionizing Air Travel for a Seamless Future
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South China Sea Tensions Threaten Global Markets: A Looming Economic Storm
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The global financial landscape, already navigating a labyrinth of complex geopolitical risks from persistent US-China trade tensions to the ongoing Russia-Ukraine conflict and Middle Eastern...
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Qatar Airways Bets On RTX Data Platform To Boost Fleet Reliability
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November 17, 2025
Collins Aerospace, a unit of RTX Corp, will provide its Ascentia analytics platform to Qatar Airways to optimize its fleet health.
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Defense Contractors Stocks Q3 Highlights: Leonardo DRS (NASDAQ:DRS)
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Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Leonardo DRS (NASDAQ:DRS) and the best and...
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Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works...
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Governments Double Down: High-Stakes Investments Fuel Tech and Defense Boom
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In an increasingly complex geopolitical landscape, governments worldwide are intensifying their engagement with business delegates to secure critical investments in the technology and defense sectors....
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David Tepper's Hedge Funds Bets On AMD, Nvidia In Q3, Takes Profits On Intel
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November 13, 2025
A new 13F filing shows David Tepper's hedge fund betting on regional banks, semiconductors and more.
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Aerospace Trio Plots Next-Gen Engines For Commercial Aviation
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November 13, 2025
Japanese Aero Engines Corporation, MTU Aero Engines AG, and Pratt & Whitney reaffirmed alliance to advance technologies for GTF engines.
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US Government Reopens After Record Shutdown: Markets Brace for Volatility Amid Lingering Concerns
November 13, 2025
The United States federal government recently emerged from its longest shutdown in history, a 43-day impasse that stretched from October 1, 2025, to November 12, 2025. The reopening, triggered by...
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Market Jitters Persist as Wall Street Opens Lower Amidst Economic Headwinds and Geopolitical Tensions
November 13, 2025
Wall Street experienced a turbulent start to the trading day, opening lower as a complex web of market uncertainties continued to weigh heavily on investor sentiment. A confluence of factors, including...
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The Data Drought of 2024: Recalling the Urgent Call for November Jobs and CPI Figures Post-Shutdown
November 12, 2025
Washington D.C. – November 12, 2025 – Looking back from today, the critical period following a hypothetical, yet highly plausible, U.S. government shutdown in late 2024 served as a stark reminder of...
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Government Shutdown Leaves Enduring Scar on U.S. Economy's Data Map, Clouding Future Decisions
November 12, 2025
Washington D.C., November 12, 2025 – The recent, prolonged U.S. government shutdown, spanning a record-setting duration, has inflicted a significant and potentially lasting scar on the nation's...
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Market Cheers Government Reopening as Dow Soars to New Highs, Nasdaq Shows Caution
November 12, 2025
November 12, 2025 – The U.S. financial markets are experiencing a significant shift as optimism surrounding the imminent end of a protracted government shutdown has sent the Dow Jones Industrial...
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Dow Soars to All-Time Highs as Nation Awaits Crucial House Vote to End Government Shutdown
November 12, 2025
The Dow Jones Industrial Average (DJIA) has surged to unprecedented levels, marking new all-time highs this week, even as the nation holds its breath for a pivotal vote in the U.S. House of...
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Smart Money Is Betting Big In RTX Options
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November 12, 2025
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Global Economic Outlook: Geopolitical Events Cast a Long Shadow Over Stock Market Stability
November 12, 2025
The global economic landscape as of November 2025 is marked by a pervasive sense of uncertainty, with stock market stability continually tested by a confluence of persistent inflation, cautious...
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Dow Breaches 48,000 Milestone Amidst Government Shutdown Resolution Hopes, S&P 500 and Nasdaq Lag
November 12, 2025
The Dow Jones Industrial Average (DJIA) made history on Wednesday, November 12, 2025, surging past the 48,000-point mark for the first time ever, gaining nearly 380 points. This significant rally was...
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US Stock Market Rallies as Government Reopening Optimism Takes Hold
November 12, 2025
The United States stock market is experiencing a robust rally, fueled by a wave of optimism surrounding the anticipated end of the longest government shutdown in the nation's history. As of November...
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Wall Street Soars to New Heights as Government Shutdown Ends, Dow Jones Industrial Average Hits Record High
November 11, 2025
New York, NY – November 11, 2025 – Investor optimism surged across Wall Street today as the Dow Jones Industrial Average (DJIA) closed at an unprecedented all-time high, propelled by the long-awaited...
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US Government Shutdown Nears End: A Breath of Relief for Markets and Economy
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As of November 11, 2025, the United States federal government is poised to emerge from its longest shutdown in history, a 42-day impasse that has cast a long shadow over the nation's economy and its...
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