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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
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Microsoft
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Updated: 4:00 PM EST, Jan 16, 2026
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Samsung’s 800 Million Device Moonshot: The AI Ecosystem Revolution Led by Gemini 3 and Perplexity
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Momentum Meets Moderation: S&P 500 Secures 18% Gain in 2025 as Investors Brace for a High-Stakes 2026
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The S&P 500 index closed out 2025 with a robust 18% total return, marking its third consecutive year of double-digit gains and cementing one of the most resilient bull markets in recent history. As of...
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Tech Titans Push Nasdaq 100 Toward Historic 24,000 Mark: A New Era of Growth or Overextended Rally?
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Goldilocks in the New Year: December Jobs Report Solidifies Soft Landing Hopes and Reshapes Fed Expectations
January 09, 2026
The U.S. labor market greeted 2026 with a performance that investors are calling a "Goldilocks" masterpiece. The December jobs report, released by the Bureau of Labor Statistics on January 9, 2026,...
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MarketMinute
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The Great Compute Pivot: How IREN Transformed from Bitcoin Miner to AI Infrastructure Titan
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As of early 2026, the landscape of digital infrastructure has undergone a seismic shift, with the lines between cryptocurrency mining and artificial intelligence becoming increasingly blurred. At the...
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US Household Wealth Hits Record $180 Trillion: The AI Wealth Effect and Consumer Resilience in 2026
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The American economic landscape reached a staggering new peak this week as the Federal Reserve’s latest Financial Accounts of the United States revealed that U.S. household net worth has surpassed $180...
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Intel Shares Surge 10% as Trump Meeting Solidifies 'National Champion' Status and 1.8nm Breakthrough
January 09, 2026
Intel Corp. (NASDAQ:INTC) shares skyrocketed nearly 10% in early trading on January 9, 2026, following a high-stakes meeting at the White House between CEO Lip-Bu Tan and President Donald Trump. The...
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MarketMinute
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S&P 500 Sprints to Record High as 'Goldilocks' Jobs Report Fuels Rate Cut Hopes
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The S&P 500 index surged to a historic intraday and closing high on Friday, January 9, 2026, as investors cheered a December employment report that appeared to hit the "Goldilocks" sweet spot for the...
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Why Iren Stock Crashed in December
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January 09, 2026
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Via
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Microsoft Stock Is Trading In A Range - Shorting Out-Of-The-Money Puts Works
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January 09, 2026
Right now, a one-month 4% OTM put provides a 1.5% income yield.
Via
Talk Markets
The Atomic Backbone of AI: Oklo’s Meteoric Rise and the New Era of Nuclear-Powered Computing
January 09, 2026
As of January 9, 2026, the intersection of artificial intelligence and carbon-free energy has reached a fever pitch, with Oklo Inc. (NYSE: OKLO) standing at the epicenter of this industrial revolution....
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MarketMinute
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2 Brilliant AI Stocks to Buy in January and Hold for the Long Term
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January 09, 2026
These tech leaders are playing crucial roles in bringing AI to the masses.
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Microsoft Stock Is Trading in a Range - Shorting Out-of-the-Money Puts Works
January 09, 2026
Microsoft stock has been trading in a range for the last 2 months. Shorting out-of-the-money (OTM) put options has been one of the best plays. Right now, a one-month 4% OTM put provides a 1.5% income...
Via
Barchart.com
The Grinch Who Stole Wall Street: Santa Claus Rally Fails for Third Straight Year, Echoing 1950s Slump
January 09, 2026
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Via
MarketMinute
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Oracle (ORCL) Forms Bearish 'Death Cross' as Massive AI Capex Weighs on Investor Sentiment
January 09, 2026
As of January 9, 2026, Oracle Corporation (NYSE: ORCL) has reached a sobering technical milestone that has captured the attention of Wall Street’s algorithmic traders and retail investors alike. The...
Via
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Topics
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Wall Street Braces for Impact: JPMorgan Chase Sets the Tone for 2026 Earnings Season Amid Shifting Rate Landscapes
January 09, 2026
As the first major financial institution to report, JPMorgan Chase & Co. (NYSE: JPM) is set to release its fourth-quarter and full-year 2025 earnings on Tuesday, January 13, 2026. This announcement...
Via
MarketMinute
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Why Plug Power (PLUG) Shares Are Plunging Today
January 09, 2026
Shares of fuel cell technology Plug Power (NASDAQ:PLUG) fell 7.3% in the morning session after an analyst at TD Cowen downgraded the stock to Hold from Buy and lowered the price target to $2 from $4.
Via
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Why Mattel (MAT) Shares Are Sliding Today
January 09, 2026
Shares of toy manufacturing and entertainment company (NASDAQ:MAT) fell 3% in the morning session after Goldman Sachs downgraded the stock from "Buy" to "Neutral," citing worries about the company's...
Via
StockStory
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Why Is Applied Digital (APLD) Stock Soaring Today
January 09, 2026
Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 12.9% in the morning session after the stock's positive momentum continued as it reported impressive second-quarter growth...
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StockStory
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Why AerSale (ASLE) Stock Is Up Today
January 09, 2026
Shares of aerospace and defense company AerSale (NASDAQ:ASLE) jumped 4.8% in the morning session after Truist Financial raised its price target on the company's shares to $8 from $6.
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Guidewire Software (GWRE) Stock Trades Up, Here Is Why
January 09, 2026
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Why Sphere Entertainment (SPHR) Stock Is Trading Up Today
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Curtiss-Wright (CW) Stock Trades Up, Here Is Why
January 09, 2026
Shares of aerospace and defense company Curtiss-Wright (NYSE:CW) jumped 3.4% in the morning session after Truist raised its price target on the company's stock to $603 from $537. Despite the increased...
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Topics
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Initial Public Offering
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