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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
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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
Bond Fund Seminar
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First Solar
(NQ:
FSLR
)
197.26
+12.56 (+6.80%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 31, 2026
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Olo, Tripadvisor, Aebi Schmidt Holding And Other Big Stocks Moving Higher On Thursday
↗
July 03, 2025
Via
Benzinga
Stay updated with the S&P500 stocks that are on the move in today's pre-market session.
↗
July 03, 2025
Pre-market stock analysis of S&P500 stocks on 2025-07-03: top gainers and losers in today's session.
Via
Chartmill
Which S&P500 stocks are moving on Wednesday?
↗
July 02, 2025
Stay updated with the movement of S&P500 stocks in today's session. Discover which S&P500 stocks are making waves on Wednesday.
Via
Chartmill
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
July 02, 2025
Via
Benzinga
S&P 500 Tops Record Highs, Bitcoin Rallies As Traders Raise Rate Cut Bets: What's Moving Markets Wednesday?
↗
July 02, 2025
U.S. stocks climbed on Wednesday, with the S&P 500 setting fresh record highs after a surprise decline in private payrolls boosted expectations of Federal Reserve rate cuts.
Via
Benzinga
Topics
Economy
Stocks
Explore the top gainers and losers within the S&P500 index in today's session.
↗
July 02, 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 Wednesday.
Via
Chartmill
Stocks making big moves yesterday: The Trade Desk, GMS, First Solar, Robinhood, and Magnite
July 01, 2025
Check out the companies making headlines yesterday:
Via
StockStory
Market Monitor News July 01 BMO (Hewlett Packard Enterprise, SunRun UP - Enphase Energy DOWN)
↗
July 01, 2025
Wall Street Keeps Climbing as Deals, AI Drama, and Trade Winds Stir Up the Market
Via
Chartmill
Topics
Artificial Intelligence
Stay informed with the top movers within the S&P500 index on Monday.
↗
June 30, 2025
Let's have a look at what is happening on the US markets one hour before the close of the markets on Monday. Below you can find the top S&P500 gainers and losers in today's session.
Via
Chartmill
Why First Solar (FSLR) Stock Is Trading Up Today
June 30, 2025
Shares of solar panel manufacturer First Solar (NASDAQ:FSLR) jumped 9% in the afternoon session after BMO analyst Ameet Thakkar highlighted positive news from the Senate's "One Big Beautiful Bill Act"...
Via
StockStory
10 Information Technology Stocks Whale Activity In Today's Session
↗
June 30, 2025
Via
Benzinga
Wall Street Extends Record Highs, Dow Jones Hits 44,000: What's Driving Markets Monday?
↗
June 30, 2025
U.S. equities opened higher on the final trading day of the first half, with tech-heavy indexes extending record highs by midday trading in New York.
Via
Benzinga
Topics
Stocks
These S&P500 stocks are moving in today's session
↗
June 30, 2025
Get insights into the S&P500 index performance on Monday. Explore the top gainers and losers within the S&P500 index in today's session.
Via
Chartmill
Trump's Big Bill Rocks Clean Energy Stocks, Except Rooftop Solar
↗
June 30, 2025
Clean energy stocks react on Monday after Trump's new spending bill introduces a tax on wind and solar projects that use parts made in China and accelerated the phase-out of tax credits.
Via
Benzinga
Topics
Government
What's going on in today's pre-market session: S&P500 movers
↗
June 30, 2025
Before the opening bell on Monday, let's take a glimpse of the US markets and explore the S&P500 top gainers and losers in today's pre-market session.
Via
Chartmill
Ross Gerber Slams Trump's Tax Plan As 'Biggest...Scam Out There,' Says It Threatens Clean Energy Future: 'Big Ugly Bill'
↗
June 30, 2025
Ross Gerber criticized the One Big Beautiful Bill Act, calling it 'The Big Ugly Bill', which is pending approval from the Senate.
Via
Benzinga
Topics
Government
Solar Stocks Likely To Face Heat As Senate Bill Seeks To Slash Tax Credits, Impose Taxes On Renewable Projects
↗
June 30, 2025
The bill will rapidly wind down the Inflation Reduction Act tax incentives for most renewable projects by 2027.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Government
Top S&P500 movers in Friday's session
↗
June 27, 2025
Uncover the latest developments among S&P500 stocks in today's session. Stay tuned to the S&P500 index's top gainers and losers on Friday.
Via
Chartmill
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
June 27, 2025
Via
Benzinga
$100 Invested In First Solar 10 Years Ago Would Be Worth This Much Today
↗
June 27, 2025
Via
Benzinga
Uncover the latest developments among S&P500 stocks in today's session.
↗
June 27, 2025
Join us in exploring the top gainers and losers within the S&P500 index in the middle of the day on Friday as we examine the latest happenings in today's session.
Via
Chartmill
FSLR, ENPH, SEDG, RUN: Beat-down Solar Stocks Rally On Potential Tax Incentive Relief
↗
June 25, 2025
Sunrun stock rallied 21% while solar inverter makers Enphase Energy and SolarEdge gained 11% and 18%, respectively.
Via
Stocktwits
Topics
Government
3 Monster Growth Stocks to Buy in the Second Half of 2025
↗
June 24, 2025
Via
The Motley Fool
Topics
Economy
World Trade
Solar Stocks and Homebuilders
↗
June 23, 2025
Via
The Motley Fool
Topics
Economy
Government
Intellectual Property
AppLovin, First Solar And Li Auto Are Among Top 10 Large Cap Losers Last Week (June 16-20): Are The Others In Your Portfolio?
↗
June 22, 2025
Top 10 worst performing large-cap stocks last week: APP, FSLR, JHX, ONC, GSK, ACN, ANET, LI, CPAY, MA. Reasons include short-sell report, tax bill, and market selloff.
Via
Benzinga
Why Are Solar Stocks Dropping So Fast?
↗
June 21, 2025
Solar energy stocks are down, and some may never recover.
Via
The Motley Fool
Wall Street Wavers As Geopolitical Tensions Flare, Trump Renews Attacks On Fed Chair Powell: This Week In Markets
↗
June 20, 2025
Wall Street faltered as Middle East tensions rose and Trump attacked Powell over paused rates. Renewables sank on tax credit rollback.
Via
Benzinga
Topics
Economy
Government
First Solar's Options Frenzy: What You Need to Know
↗
June 20, 2025
Via
Benzinga
Q1 Rundown: Blink Charging (NASDAQ:BLNK) Vs Other Renewable Energy Stocks
June 19, 2025
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the renewable energy stocks, including Blink Charging (NASDAQ:BLNK) and its peers.
Via
StockStory
Topics
Electric Vehicles
Energy
Market Monitor News June 18 (Jabil, Reddit & Verve Therapeutics UP - Solar Stocks First Solar, Sunrun & SolarEdge DOWN)
↗
June 18, 2025
Wall Street stays cool despite geopolitical tension, weak retail data, and a meltdown in solar stocks.
Via
Chartmill
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