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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
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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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Morgan Stanley
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Citi’s Strategic Gambit: Inside the Aggressive Investment Banking Expansion Targeting a 2026 M&A Supercycle
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Disney Insider James Gorman Just Bought $2 Million of DIS Stock. Should You Load Up on Shares Too?
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The Live Era of Netflix: Viewership Records, Sports Strategy, and the 2025 Outlook
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The M&A Renaissance: How Goldman Sachs Reclaimed the Crown in 2025
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Salesforce’s Autonomous Pivot: A Deep Dive into Agentforce and the Future of AI Monetization
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Santa Claus Rally Delivers: S&P 500 Surpasses 6,900 in Historic 2025 Performance
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The Four-Trillion Dollar Titan: A Deep Dive into Apple’s AI-Driven Renaissance
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The Citigroup Renaissance: From Perpetual Underperformer to the ‘Turnaround’ Star of 2025
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Bank of America’s Capital Renaissance: Analyzing the 2025 Stress Test Victory and Shareholder Returns
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As of December 24, 2025, Bank of America (NYSE: BAC) stands at a historic crossroads. After nearly two decades of restructuring following the 2008 financial crisis, the Charlotte-based behemoth has...
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Tesla’s Energy Era: The Record-Breaking 2025 Pivot to Storage and Physical AI
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JPMorgan Chase at All-Time Highs: The Fortress Bank’s Pivot to Institutional Crypto Trading
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Tesla Signals Robotaxi Expansion With Website Revamp — Here’s How The Competition Stacks Up
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December 24, 2025
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Billionaires Buy 2 Trillion-Dollar AI Stocks Hand Over Fist Ahead of 2026
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December 24, 2025
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The Best Media Stock to Buy With $100 Right Now
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The Great Rebalancing: How 'Magnificent Seven' Concentration Risk Sparked a Mid-Cap Renaissance in 2025
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Why Vail Resorts (MTN) Stock Is Down Today
December 23, 2025
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Surprise 4.3% GDP Growth Shatters Expectations, Igniting Year-End Market Surge Amid Policy Crosswinds
December 23, 2025
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Why Array (ARRY) Stock Is Down Today
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Why e.l.f. Beauty (ELF) Stock Is Down Today
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The 4.3% GDP Shocker: Wall Street Scrambles as 2026 Rate Cut Hopes Dim
December 23, 2025
The U.S. economy delivered a pre-holiday jolt to global markets on December 23, 2025, as the Bureau of Economic Analysis reported a surprise Q3 GDP growth rate of 4.3%. The "blockbuster" reading...
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Wall Street Eyes Asset Management Renaissance: SEI Investments Leads Wave of Bullish Revisions
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