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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
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Twenty-First Century Fox
(NQ:
FOXA
)
58.16
-1.10 (-1.86%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 10, 2026
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All News about Twenty-First Century Fox
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5 Key Stocks For 2023 NFL Season: Investors Eye Sports Betting, Media Rights, And Super Bowl
↗
August 17, 2023
The 2023 NFL season will kick off on Sept. 7 with a primetime Thursday Night Football matchup. The NFL season includes multiple Sunday games and primetime matchups on Thursday nights, Sunday nights and...
Via
Benzinga
OutKick Delivers Highest Year Over Year Growth in Unique Visitors
August 16, 2023
From
OutKick
Via
Business Wire
Trump's 43-Point Lead Narrows In Latest Republican 2024 Election Poll: How The Numbers Stack Up Now
↗
August 15, 2023
A new poll leading up to the 2024 presidential election reveals a slight dip in former President Donald Trump's 43-point lead over other Republican contenders.
Via
Benzinga
Topics
Government
FOX News Digital Continues to Deliver Year-Over-Year Growth With Multiplatform Views, Minutes and Unique Visitors
August 14, 2023
From
FOX News Digital
Via
Business Wire
The Latest Analyst Ratings for Fox
↗
July 26, 2023
Via
Benzinga
Rumble Q2 Earnings Highlights: CEO Says Results Prove Streaming Platform Can 'Monetize User Base'
↗
August 14, 2023
Video platform Rumble Inc (NASDAQ: RUM) reported second-quarter financial results after the market close Monday. Here are the key highlights.
Via
Benzinga
If You Invested $1,000 In Tesla Stock After Elon Musk Appeared On 'The Simpsons,' Here's How Much You'd Have Today
↗
August 11, 2023
Since 1989, “The Simpsons” has been one of the biggest animated comedies around the world. The series has provided endless references to pop culture and current world events.
Via
Benzinga
Fox Secures Second 2024 GOP Debate Broadcast, Tightening Grip On Early Contests
↗
August 09, 2023
Via
Benzinga
Fox, Warner Music, Eli Lilly, Chegg And Other Big Stocks Moving Higher On Tuesday
↗
August 08, 2023
U.S. stocks traded lower, with the Dow Jones falling around 400 points on Tuesday. Here are some big stocks recording gains in today’s session. Paymentus Holdings, Inc. (NYSE: PAY) shares rose 29.4% to...
Via
Benzinga
Fox Corp Launches $7B Buyback, Dividend Boost After Q4 Beat: 'The Power Of The FOX Platform Was On Full Display'
↗
August 08, 2023
Fox Corp (NASDAQ: FOXA) reported fourth-quarter FY23 revenue of $3.03 billion, flat year-on-year, beating the
Via
Benzinga
Small-Cap Slide Ahead? US Stocks Set For Weaker Open On Inflation Anxiety: Analysts Warn 'Mild' Recession Still Likely
↗
August 08, 2023
The earnings news flow will likely be the driver of the market, given the absence of any market-moving economic data.
Via
Benzinga
Fox Likely To Post Lower Q2 Earnings; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
↗
August 08, 2023
Fox Corporation (NASDAQ: FOXA) is expected to report its fourth quarter financial results, before the opening bell on Aug. 8, 2023.
Via
Benzinga
If You Invested $1,000 In Bitcoin When 'The Simpsons' First Mentioned It, You'd Have This Much Today
↗
August 07, 2023
Since 1989, “The Simpsons” has entertained fans around the world and provided endless pop culture references to pop culture and current world events. The animated comedy has also been known to predict...
Via
Benzinga
S&P 500 Drops After Fitch Downgrades US Government's Credit Rating; Apple Flunks On iPhone Sales, While Amazon Shares Climb To 12-Month High
↗
August 04, 2023
Via
Benzinga
Warner Bros. Discovery Shows Strong FCF and Deleveraging, Analysts Weigh in on Stock Prospects
↗
August 04, 2023
Credit Suisse analyst Douglas Mitchelson reiterated an Outperform rating on Warner Bros.
Via
Benzinga
From Football To Futbol: Tom Brady Buys Stake In This Team, Joining List Of Celebrities, Athletes With Pro Sports Ownership
↗
August 03, 2023
After 23 seasons in the National Football League and seven Super Bowl victories, legendary quarterback Tom Brady announced his retirement for a second time in February 2023.
Via
Benzinga
Trump Using American Idol-Style Audition For Vice Presidential Candidate: 'Let Them Debate'
↗
August 01, 2023
During his term as president, Donald Trump had Mike Pence as his vice president. Now, amid rising tensions between the two Republican presidential candidates, it's likely that Trump will pick a new...
Via
Benzinga
OutKick Shows Launch on FOX Nation
July 31, 2023
From
OutKick
Via
Business Wire
Trump's Advice To DeSantis As He Falls In Polls: 'He Has To Get Out For The Good Of Party'
↗
July 30, 2023
Former president Donald Trump and Florida governor Ron DeSantis are currently the favorites to secure the GOP nomination in the 2024 presidential election. With Ron DeSantis falling in polls, however,...
Via
Benzinga
Lowey Dannenberg P.C. Investigates Fox Corp. for Potential Violations of Securities Laws
July 26, 2023
From
Lowey Dannenberg, P.C.
Via
GlobeNewswire
Disney's ESPN Reportedly In Early Strategic Partnership Talks With NFL, NBA
↗
July 21, 2023
Via
Benzinga
ROSEN, A HIGHLY RECOGNIZED LAW FIRM, Encourages Fox Corporation Investors to Inquire About Securities Class Action Investigation – FOX, FOXA
July 19, 2023
From
The Rosen Law Firm PA
Via
GlobeNewswire
OutKick Posts Triple Digit Year Over Year Growth in 2Q
July 19, 2023
From
OutKick
Via
Business Wire
FOX News Digital Posts Year Over Year Growth While Continuing to Lead News Brands in 2Q With Multiplatform Minutes and Views
July 19, 2023
From
FOX News Digital
Via
Business Wire
DeSantis Criticizes Trump For Skipping Debates: 'Nobody Is Entitled To This Nomination'
↗
July 14, 2023
Donald Trump and Ron DeSantis are currently the two leading candidates in the Republican race for the 2024 presidential nomination.
Via
Benzinga
Rupert Murdoch Losing Confidence In DeSantis Defeating Trump, Sources Say: 'DeSantis Is Underperforming, Anybody Can See That'
↗
July 12, 2023
Several billionaires and big-name Republican supporters have been planning to fund campaigns against former President Donald Trump in the 2024 election. One of the biggest names is now backing away...
Via
Benzinga
Fox Corp Stock All Tuckered Out, Wells Fargo Issues Downgrade After Tumultuous Season
↗
July 12, 2023
Via
Benzinga
Lowey Dannenberg P.C. Investigates Fox Corp. for Potential Violations of Securities Laws
July 12, 2023
From
Lowey Dannenberg, P.C.
Via
GlobeNewswire
FOX Nation Nabs Exclusive Interview With Buster Murdaugh for New Docuseries The Fall of the House of Murdaugh
July 11, 2023
From
FOX Nation
Via
Business Wire
Bragar Eagel & Squire, P.C. Is Investigating BeiGene and Fox and Encourages Investors to Contact the Firm
July 10, 2023
From
Bragar Eagel & Squire
Via
GlobeNewswire
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