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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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Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
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RSVP-Signup Form
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Solana on the Brink: Whale Maneuvers and the Looming ETF Decision Set the Stage for a Market Reshuffle
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Solana's Ascent: Protocol Upgrades and ETF Speculation Set Stage for 2025 Altcoin Rally
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Governments Amass Bitcoin: A Double-Edged Sword for Global Finance
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Bitcoin's Sub-$110,000 Plunge: PCE Inflation and Institutional Exits Rattle Digital Asset Markets
September 26, 2025
Bitcoin (BTC) has recently experienced a significant price correction, plummeting below the $110,000 mark around September 25-26, 2025. This downturn, which saw the premier cryptocurrency trading at...
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"Red September" Rocks Crypto Markets: Bitcoin Treasuries Crash 76% as Wall Street Retreats
September 26, 2025
September 26, 2025 – The cryptocurrency market is reeling from a dramatic downturn, with corporate Bitcoin treasuries experiencing a staggering 76% crash in acquisitions from their July 2025 peak. This...
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Vanguard's Crypto Crossroads: A Titan of Traditional Finance Edges Towards Digital Assets
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Vanguard Considers Opening Doors to Crypto ETFs: A Seismic Shift in Traditional Finance
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Solana Navigates Price Dip Amidst Record Open Interest: A Bullish Undercurrent or Bearish Trap?
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Wall Street's Crypto Reckoning: Bitcoin Treasury Buying Crashes 76% Amid Institutional Pullback
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Gold, Silver, and Bitcoin ETFs Shine Amidst Global Turmoil: A New Era for Safe-Haven Assets
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High-Momentum ETFs Shine: Gold, Silver, and Bitcoin Lead the Charge Amidst Global Uncertainty
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As of late September 2025, high-momentum Exchange Traded Funds (ETFs) focused on gold, silver, and Bitcoin have emerged as leading performers in the financial markets, capturing significant investor...
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Altcoin Ascendancy: MAGACOIN FINANCE Presale Soars Past $15M as Solana and Ethereum ETFs Reshape Institutional Crypto Landscape
September 26, 2025
The cryptocurrency market is currently witnessing a fascinating dual narrative unfold, characterized by the meteoric rise of new altcoin projects alongside the deepening institutional integration of...
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Fink Lauds Saylor: BlackRock's $86B Bitcoin ETF Strategy Rooted in MicroStrategy's Vision
September 26, 2025
In a significant validation of the once-controversial corporate Bitcoin strategy, Larry Fink, the influential CEO of BlackRock (NYSE: BLK), has publicly credited Michael Saylor, co-founder and...
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Vanguard Rethinks Crypto Stance Amidst Competitor Success and Regulatory Clarity
September 26, 2025
Vanguard, the investment giant renowned for its low-cost index funds and conservative investment philosophy, is reportedly undergoing a significant re-evaluation of its long-standing aversion to...
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September 26, 2025
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Hashdex Unlocks New Era for Institutional Crypto: Altcoin Exposure Arrives in US ETF
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