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home
about us
Investment Approach
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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
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PG&E Corp
(NY:
PCG
)
18.22
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Aug 26, 2026
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40 Local Students Across Northern and Central California to Receive Annual Better Together STEM Scholarships
October 05, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Learn About Easy and Affordable Ways for Customers to Protect their Homes during Wildfire
October 04, 2021
From
Pacific Gas and Electric Company’s (PG&E)
Via
Business Wire
PG&E Partnering with the State on Implementation of New Program to Help Customers Reduce Past Due Energy Bill Balances Accrued During the Pandemic
September 30, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
New Partnership with 211 Enhances Support and Access to Resources During Periods of Critical Need Including Public Safety Power Shutoffs
September 29, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Making Sure Everyone is Better Prepared for Emergencies
September 29, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Overview Of Value Stocks In The Utilities Sector
↗
September 29, 2021
What Defines a Value Stock? A value stock traditionally has a lower price when compared to stock prices of companies in the same industry. This indicates that the company may be...
Via
Benzinga
PG&E Video Series Shows Customers Simple Ways to Maintain 100-Feet of Defensible Space
September 28, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
PG&E Disputes Shasta County Criminal Charges Related to 2020 Zogg Fire
September 24, 2021
From
PG&E Corporation
Via
Business Wire
With Leading Clean Energy Portfolio, PG&E Recognizes National Clean Energy Week
September 22, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
What to Put into an Emergency Kit: PG&E Offers Lifesaving Tips this National Preparedness Month
September 21, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Digital Video Series Shows Customers Simple Ways to Make Homes More Fire Resistant
September 20, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Helping Customers Prepare: We Gave a Real Family 10 Minutes to Pack and Evacuate Ahead of a Simulated Emergency. Here’s What They Learned.
September 15, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Preparing for College Includes Making Sure Students are Prepared for Emergencies
September 14, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
State’s Grid Operator Asks Californians to Conserve Energy Today Due to High Energy Demand and Tight Supplies Across the West
September 09, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Helping Our Communities Stay Safe: PG&E and California Fire Foundation Announce Grantees for Wildfire Safety Funding
September 08, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
State’s Grid Operator Asks Californians to Conserve Energy Today Due to High Energy Demand and Tight Supplies Across the West
September 08, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
A Look Into Utilities Sector Value Stocks
↗
September 08, 2021
Understanding Value Stocks A value stock traditionally has a lower price when compared to stock prices of companies in the same industry. This indicates that the company may be...
Via
Benzinga
Working Together With PG&E, Customers Are Finding New, Better Ways to Save Energy and Help Support Grid Reliability This Summer
September 07, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
4 Stocks Insiders Are Buying
↗
September 03, 2021
When insiders purchase shares, it indicates their confidence in the company's prospects or that they view the stock as a bargain. Either way, this signals an opportunity to go...
Via
Benzinga
Aiding Wildfire-Impacted Communities: PG&E Commits $1 Million to Wildfire Response and Recovery this Fire Season
September 02, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
PG&E Automatically Enrolling Qualified Customers Who Are 60 Days Behind on Energy Bills in Payment Plans
September 01, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Overview Of Value Stocks In The Utilities Sector
↗
September 01, 2021
What Defines a Value Stock? A value stock is traditionally defined in terms of how investors in the marketplace are valuing that company's future growth prospects. Low P/E...
Via
Benzinga
PG&E’s Proposal to Return $400 Million to Customers from Net Gain on Sale of San Francisco Headquarters Approved by California Public Utilities Commission
August 31, 2021
From
PG&E Corporation
Via
Business Wire
Imagining a Cleaner Mobile Power Solution: PG&E and NextEra Energy Resources Pilot Mainspring Linear Generator at Napa County Microgrid
August 30, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
With Billing and Payment Scams Continuing to Peak During the Pandemic, PG&E Reminds Customers What They Can Do to Protect Themselves
August 26, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Cleaner, Quieter Rides to School Coming to 30 School Districts in Northern and Central California
August 25, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
5 Value Stocks To Watch In The Utilities Sector
↗
August 25, 2021
The Meaning Behind Value Stocks A value stock is traditionally defined in terms of how investors in the marketplace are valuing that company's future growth prospects. Low P/E...
Via
Benzinga
Improving Weather Forecasting to Better Predict and Respond to Weather Threats, PG&E Has Installed More Than 200 New Weather Stations This Year
August 24, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
PG&E Joins National Hydropower Association in Celebrating National Hydropower Day on Tuesday, Aug. 24
August 23, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Energy Efficiency Tips Help Customers Save at Home as Kids Head Back to School
August 23, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
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