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home
about us
Investment Approach
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Fidelity National Information Services
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Updated: 7:00 PM EDT, Mar 30, 2026
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Navigating the Crypto Storm: Strategies and Assets That Defy Downturns
November 13, 2025
The notoriously volatile cryptocurrency market, often characterized by dramatic price swings, has consistently presented both immense opportunities and significant risks. Yet, amidst the recurrent...
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FIS Launches GETPAID and Treasury Risk Manager Integrity Edition on Microsoft Marketplace
November 13, 2025
From
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Capital One Financial Stock Outlook: Is Wall Street Bullish or Bearish?
November 13, 2025
Capital One Financial has continued to outperform the broader market over the past year, and analysts remain strongly bullish on the stock’s prospects.
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Fidelity National Financial’s Q3 Earnings Call: Our Top 5 Analyst Questions
November 13, 2025
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VDC vs. FSTA: Vanguard ETF Tops Fidelity on Size and Duration
↗
November 12, 2025
VDC vs. FSTA: Vanguard ETF Tops Fidelity on Size and Duration
Via
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Could the United States' First-Ever Spot XRP ETF Launch This Week?
↗
November 12, 2025
The arrival of a long-awaited catalyst for XRP may be imminent.
Via
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Institutional Tsunami: Digital Assets Surge into Mainstream Finance as Traditional Giants Embrace Crypto
November 12, 2025
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Via
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5 Things Investors Should Know Before Buying Rigetti Computing Stock
↗
November 12, 2025
This hot quantum computing stock offers a high-risk, but potentially high-reward proposition.
Via
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Nvidia's AI Reign: A $5 Trillion Bellwether Shaping Wall Street's Fortunes
November 11, 2025
Nvidia's (NASDAQ: NVDA) recent stock performance has been a whirlwind of soaring highs and sharp corrections, acting as a potent barometer for the broader Wall Street landscape as of November 11, 2025....
Via
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Bitcoin’s Quiet Revolution: Fueling Stablecoin Settlement Beyond “Digital Gold”
November 11, 2025
November 11, 2025 – Bitcoin (BTC) is undergoing a profound transformation, subtly yet significantly evolving beyond its iconic role as a mere "store of value" to become the foundational "settlement...
Via
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FIS Research: Banks Hold the Key to Stablecoin Adoption
November 11, 2025
From
Fidelity National Information Services
Via
Business Wire
Could Investing $10,000 in IonQ Make You a Millionaire?
↗
November 11, 2025
IonQ is a top investment pick in the quantum computing realm.
Via
The Motley Fool
Topics
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1 of Wall Street’s Favorite Stock with Exciting Potential and 2 Facing Challenges
November 10, 2025
Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional...
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IonQ Is Still Trading Above $40. Is This Quantum Stock a Buy at These Elevated Prices?
↗
November 10, 2025
The company's successes helped to spur investor enthusiasm around quantum computing.
Via
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Investors Title Company Unleashes Shareholder Value with Dual Dividend Declaration
November 10, 2025
Investors Title Company (NASDAQ: ITIC) made headlines today, November 10, 2025, with a powerful statement of financial stability and shareholder commitment. The company announced the declaration of...
Via
MarketMinute
Investors Title Company Unlocks Shareholder Value with $8.72 Special Cash Dividend
November 10, 2025
Investors Title Company (NASDAQ: ITIC) today announced a significant special cash dividend of $8.72 per share, a move that immediately signals robust financial health and a commitment to returning...
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MarketMinute
Texas Instruments Unveils LMH13000: A New Era for High-Speed Optical Sensing and Autonomous Systems
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In a significant leap forward for high-precision optical sensing and industrial applications, Texas Instruments (NASDAQ: TXN) has introduced the LMH13000, a groundbreaking high-speed,...
Via
TokenRing AI
Topics
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Supply Chain
Senate Deal Ends Shutdown, Ignites Crypto Pump Speculation
November 10, 2025
Washington D.C. – November 10, 2025 – After a grueling 40-day standoff, the United States Senate has successfully brokered a crucial budget deal, effectively bringing an end to the protracted...
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Stock Market Stands Firm: Trading Continues on Veterans Day, November 11th
November 10, 2025
As Veterans Day approaches on November 11th, many investors are often left wondering whether the nation's financial markets will observe the federal holiday with a day of rest. For the upcoming...
Via
MarketMinute
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How Much Should Retirees Have Invested by Age 65?
↗
November 10, 2025
Everyone's number is going to be different, but everyone's got a number.
Via
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Is IonQ Stock Your Ticket to Becoming a Millionaire?
↗
November 10, 2025
IonQ is a leader in the quantum computing field.
Via
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The Crypto Phoenix Rises: Market Rebounds 4% After Multi-Month Lows, Signaling Cautious Optimism and Institutional Resilience
November 10, 2025
The cryptocurrency market has staged a significant comeback, experiencing a broad 4% rebound around November 9-10, 2025, after enduring a prolonged period of multi-month lows and widespread investor...
Via
BreakingCrypto
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The Generative Revolution: Navigating the Evolving Landscape of AI-Generated Media
November 09, 2025
The world is witnessing an unprecedented transformation in content creation, driven by the rapid advancements in AI-generated media. As of November 2025, artificial intelligence has moved beyond mere...
Via
TokenRing AI
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Crypto Market Navigates “Extreme Fear” Amidst Macroeconomic Headwinds, Institutional Inflows, and DeFi Challenges: A Comprehensive Outlook
November 08, 2025
As of November 8, 2025, the cryptocurrency market finds itself in a state of "Extreme Fear," with the Crypto Fear and Greed Index plummeting to its lowest levels in seven months. This deep caution is a...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
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The Multi-Asset Revolution: How Integrated Platforms are Reshaping Bitcoin Trading
November 08, 2025
The financial landscape is currently undergoing a significant transformation, marked by the surging popularity of multi-asset brokers. These platforms, offering a unified gateway to diverse investment...
Via
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Regulatory Compliance
Institutional Tide Rises: How Wall Street’s Embrace is Reshaping the Crypto Landscape
November 08, 2025
The cryptocurrency market is undergoing a seismic shift, propelled by an unprecedented surge in institutional investment and adoption. What was once a speculative frontier for retail investors has...
Via
BreakingCrypto
Topics
ETFs
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FIS Launches Innovative Asset Servicing Management Suite to Unlock Operational Efficiency Across Asset Servicing
November 08, 2025
From
Fidelity National Information Services
Via
Business Wire
The High Cost of Hype: A Young Trader’s Crypto Confession and a Sobering Warning
November 08, 2025
The alluring promise of rapid riches in the cryptocurrency market has once again delivered a devastating blow, this time to a young, inexperienced trader who tragically lost their parents' life savings...
Via
BreakingCrypto
Topics
ETFs
Fraud
Law Enforcement
Better Artificial Intelligence ETF: iShares Semiconductor vs. the Fidelity MSCI Information Technology Index
↗
November 08, 2025
Better Artificial Intelligence ETF: iShares Semiconductor vs. the Fidelity MSCI Information Technology Index
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
FNF Q3 Deep Dive: Commercial Title Momentum and F&G Distribution Drive Outperformance
November 07, 2025
Title insurance company Fidelity National Financial (NYSE:FNF) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 11.9% year on year to $4.03 billion. Its non-GAAP...
Via
StockStory
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