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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
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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
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Featured Quarterly Newsletter
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Western Digital
(NQ:
WDC
)
675.39
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Jun 25, 2026
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Wall Street on Edge: Dow, S&P 500, and Nasdaq Waver as Fed Rate Cut Looms
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Top S&P500 movers in Friday's session
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November 28, 2025
Let's delve into the developments on the US markets one hour before the close of the markets on Friday. Below, you'll find the top gainers and losers within the S&P500 index during today's session.
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These S&P500 stocks are moving in today's session
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November 28, 2025
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The Newest Stock in the S&P 500 Has Soared 512% in 2025, and It's a Buy Right Now, According to Wall Street
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This company is emerging as a key supplier to the data center memory market after more than a decade in the shadows.
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Wall Street's Thanksgiving Feast: Futures Edge Up Amid Rate Cut Hopes and AI Enthusiasm
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As Wall Street gears up for the Thanksgiving holiday on November 26, 2025, U.S. stock futures for the Dow, S&P 500, and Nasdaq are all ticking higher, signaling a broadly optimistic close to a...
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Black Friday 2025: A Strategic Window for PC Hardware Amidst Rising AI Demands
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A Look Back: SanDisk's Ascent to the S&P 500 and its Enduring Legacy in the Memory Market
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Marvell Technology, Seagate Technology, and Western Digital Shares Are Soaring, What You Need To Know
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Tech Sector Ignites S&P 500 Rally Amidst AI Boom and Rate Cut Hopes
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Monday's session: top gainers and losers in the S&P500 index
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November 24, 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 Monday.
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Chartmill
Explore the top gainers and losers within the S&P500 index in today's session.
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November 24, 2025
Curious about the S&P500 stocks that are in motion on Monday? Join us as we explore the top movers within the S&P500 index during today's session.
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3 Reasons to Avoid WDC and 1 Stock to Buy Instead
November 23, 2025
Western Digital has been on fire lately. In the past six months alone, the company’s stock price has rocketed 170%, reaching $139.89 per share. This was partly due to its solid quarterly results, and...
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Explore the top gainers and losers within the S&P500 index in today's session.
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November 21, 2025
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Which S&P500 stocks are moving on Friday?
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November 21, 2025
Get insights into the S&P500 index performance on Friday. Explore the top gainers and losers within the S&P500 index in today's session.
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These S&P500 stocks are gapping in today's session
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November 21, 2025
Friday's session is showcasing interesting market movements in the S&P500 index, with notable gap up and gap down stocks. Stay updated with the gapping S&P500 stocks in today's session.
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Stocks making big moves this week: Cogent, Western Digital, Wix, Jack in the Box, and BrightView
November 21, 2025
Check out the companies making headlines this week:
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AMD, Micron, Seagate Technology, Western Digital, and Entegris Stocks Trade Down, What You Need To Know
November 20, 2025
A number of stocks fell in the afternoon session after markets faded the Nvidia rally in the morning session, as investors remained uncertain about future rate cuts.
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Predictive Analytics: The New Compass for Strategic Sourcing in Volatile Markets
November 20, 2025
In an era defined by unprecedented market volatility and complex global supply chains, predictive analytics is rapidly emerging as the indispensable compass for strategic sourcing. This technological...
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Which S&P500 stocks are moving before the opening bell on Thursday?
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November 20, 2025
Before the US market kicks off on Thursday, let's examine the pre-market session and unveil the notable performers among the S&P500 top gainers and losers.
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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...
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How Do Investors Really Feel About Western Digital Corp?
↗
November 19, 2025
Via
Benzinga
Western Digital to Participate in Upcoming Investor Conferences
November 18, 2025
From
Western Digital Corp.
Via
Business Wire
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