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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
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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Twenty-First Century Fox
(NQ:
FOXA
)
59.26
-0.52 (-0.87%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 9, 2026
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All News about Twenty-First Century Fox
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Thursday Night Football Sees Huge Viewership For NBC, Big Bet Payouts For Lions Fans, Betters: Key Numbers To Know
↗
September 11, 2023
The 2023 National Football League season kicked off Sept. 7 with a primetime matchup between the Detroit Lions and Kansas City Chiefs on Thursday Night Football.
Via
Benzinga
Chris Christie Deems Trump Unfit For Oval Office, Holds Off On Biden Impeachment Call...For Now
↗
September 08, 2023
Among the double-digit number of candidates running for the GOP nomination in the 2024 presidential race is Chris Christie, the former governor of New Jersey.
Via
Benzinga
Topics
Government
FOX News Channel Expands Life, Liberty & Levin to Two Weekend Nights
September 07, 2023
From
FOX News Channel
Via
Business Wire
FOX Nation to Drop The Killer Interview with Piers Morgan on Tuesday, September 12th
September 07, 2023
From
FOX Nation
Via
Business Wire
Where Fox Stands With Analysts
↗
September 05, 2023
Via
Benzinga
Chris Christie Blames Trump's 'Swamp' For GOP Debate Jeers
↗
August 24, 2023
Via
Benzinga
Topics
Government
Trump's Lead Over Republican Competition Grows With 45 Point Lead: Is GOP Nomination Locked Up?
↗
September 06, 2023
Former President Donald Trump has dominated election polls for months as he works to secure the GOP nomination for the 2024 presidential election. A recent poll showed Trump’s continued dominance over...
Via
Benzinga
Topics
Government
OutKick to Launch Daily Show With Host Charly Arnolt
September 06, 2023
From
OutKick
Via
Business Wire
Fox Leverages Tubi's Growth Amid Pay TV Challenges; Nexstar Bets On Skinny Bundles: Analyst Weighs In
↗
September 05, 2023
Via
Benzinga
7 Stocks to Buy Based on Unusual Options Activity
↗
September 05, 2023
Although deciphering unusual options activity stocks can be difficult at first, targeting this arena can reveal valuable information.
Via
InvestorPlace
Analyst Expectations for Fox's Future
↗
August 17, 2023
Via
Benzinga
Nexstar Media and Fox Corporation Renew and Extend Multi-Year Affiliation Agreement
September 05, 2023
From
Nexstar Media Group, Inc.
Via
Business Wire
Billionaire Conservatives Say Trump Has To Go For Republicans To Beat Joe
↗
August 31, 2023
Former President Donald Trump has dominated a battle of more than 10 candidates fighting for the GOP nomination in the 2024 presidential election. A political action committee founded by billionaires...
Via
Benzinga
Topics
Government
FOX News Media’s Stuart Varney & Dana Perino and UNIVISION’s Ilia Calderón to Co-Moderate Second Republican Presidential Debate on Sept 27th
August 30, 2023
From
FOX News Media
Via
Business Wire
Christie To Trump: I'm Staying, You Go – 2024 Presidential Race Twist
↗
August 30, 2023
A battle for the Republican nomination for the presidential race in the 2024 election continues to heat up with more than 10 candidates fighting for the nomination.
Via
Benzinga
Trump Mug Shot Goes Viral, Former President Gains On Biden In Polls
↗
August 29, 2023
The 2024 presidential election could end up being a rematch of the 2020 election, which saw voters choose between Donald Trump and Joe Biden.
Via
Benzinga
Topics
Government
Trump Retains 44-Point Lead With Republicans After Playing Hooky From Debate As Rival Inches Up
↗
August 29, 2023
A new poll leading up to the 2024 presidential election revealed the lead of former President Donald Trump has stayed the same, despite sitting out the first Republican primary debate.
Via
Benzinga
Topics
Government
Who Won The First 2024 Republican Primary Debate? New Polls Show Two Candidates Stood Out And A Surprising Third
↗
August 27, 2023
With former president and GOP frontrunner Donald Trump choosing to sit out the first Republican primary debate, eight candidates had an opportunity to highlight their policies and differences from...
Via
Benzinga
Topics
Government
Mark Cuban Rants About Vivek Ramaswamy On X, Calls Him 'Donald Trump With A Vocabulary'
↗
August 27, 2023
Entrepreneur and NBA team owner Mark Cuban is no stranger to calling people out on social media or sharing political takes.
Via
Benzinga
Topics
Government
FOX News Media’s Republican Primary Debate Tops All of Broadcast and Cable Television With Nearly 13 Million Viewers Across All Platforms
August 24, 2023
From
FOX News Media
Via
Business Wire
2014 GOP Debate Recap: Trump Insults, Barbs And More
↗
August 24, 2023
The first 2024 Republican primary debate was held Wednesday night. The event showcased eight candidates competing for the 2024 GOP nomination, and the party's leading contender was conspicuously...
Via
Benzinga
Topics
Government
The 'Gray Lady' Stares Down Silicon: AI, Media, And The Battle For Boundaries
↗
August 24, 2023
Via
Benzinga
Topics
Artificial Intelligence
Donald Trump Is More Trusted Than Family, Friends Among His Supporters
↗
August 23, 2023
Former President Donald Trump has been one of the leading candidates to win the GOP nomination and go up against the Democratic candidate, likely to be current President Joe Biden, in the 2024...
Via
Benzinga
Topics
Government
2024 Republican Debate Preview: How To Watch, Candidates Participating And Voter Concerns
↗
August 23, 2023
On Wednesday, Aug. 23, GOP contenders will face off, giving Republican voters their first preview of the GOP candidates vying for the 2024 presidential nomination. Here’s a look at the key topics...
Via
Benzinga
Biden Leads Trump, DeSantis Holds Steady Ahead Of Republican Debate: A Look At The Latest Poll Results
↗
August 22, 2023
The 2024 presidential election could end up being a rematch of the 2020 election, which saw voters choose between Donald Trump and Joe Biden. Biden won and became the 46th president of the U.S.
Via
Benzinga
Topics
Government
Trump's Lead Among Republican Voters Grows After Fourth Indictment, DeSantis Losing Support
↗
August 22, 2023
A new poll leading up to the 2024 presidential election reveals the lead of former President Donald Trump has grown over other Republican contenders.
Via
Benzinga
Topics
Government
Trump Leads In New Iowa Poll, Yet National Surveys Differ: Debate Concern?
↗
August 22, 2023
Former President Donald Trump has dominated most Republican polls ahead of the 2024 election, as he seeks to return to the Oval Office. A new poll from a crucial state indicates a narrower lead for...
Via
Benzinga
Topics
Government
With Trump Out Of First Republican Debate, Republican Voters Expect These 2 Candidates To Shine
↗
August 21, 2023
Republican voters will get their first preview on Aug. 23 of candidates trying to get the GOP nomination for president in the 2024 election. Here’s a look at who Republican voters think could win the...
Via
Benzinga
Topics
Government
FOX Weather Expands Distribution
August 21, 2023
From
FOX Weather
Via
Business Wire
FOX News Channel and OutKick Team Up to Present Primetime Special
August 21, 2023
From
OutKick
Via
Business Wire
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