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home
about us
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Firm ADV PDFs
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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
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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
RSVP-Signup Form
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Apple
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City View Films Releases First Two Episodes of 12-Part Documentary Series The World Is My Stage
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Amazon Seizes High Ground in Space Race with $11.6 Billion Globalstar Acquisition
April 14, 2026
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Goldman Sachs Hits Record Equities Revenue as M&A Surge Offsets Fixed Income Slump
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Big Apple Charters Publishes America 250 July 4th Weekend Guide
April 14, 2026
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Diplomatic Lifeline: Markets Surge as Pakistan Brokers New Round of U.S.-Iran Peace Talks
April 14, 2026
Global financial markets received a much-needed jolt of optimism early Tuesday, April 14, 2026, as news broke that Pakistan has successfully brokered a second round of high-stakes negotiations between...
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Bull vs. Bear: Is Apple a Buy or Sell?
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April 14, 2026
Here are the bullish and bearish cases for Apple.
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The High Cost of Convenience: Apple Card’s Move to Chase Highlights Growing Credit Cracks
April 14, 2026
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Silver Screen Stalemate: Hollywood Rises Against the $111 Billion Paramount-Warner Mega-Merger
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The media and entertainment landscape reached a fever pitch this week as a coalition of Hollywood’s most influential creative voices formally launched a campaign to block the proposed merger between...
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Anthropic’s Claude Shift: Why AI Is Triggering a Cybersecurity Sell-Off
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The global cybersecurity sector is reeling this week as the full implications of "Anthropic’s Claude Shift" settle into the market. Following the reveal of the Claude Mythos model—a system so potent at...
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Memflation Meltdown: Accelerating Chip Costs Trigger Goldman Downgrade of Best Buy
April 14, 2026
As of April 14, 2026, the global technology sector is grappling with a phenomenon industry insiders have dubbed "memflation"—a relentless surge in semiconductor prices that is now spilling over into...
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Warren Buffett Just Delivered a Fresh Warning to Wall Street. Here's What It Means for Investing Right Now.
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The S&P 500 slid 5% last month.
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Goldman Sachs Q1 2026 Earnings: A Tale of Two Desks
April 14, 2026
The first quarter of 2026 has proven to be a masterclass in the "tale of two desks" for Goldman Sachs (NYSE: GS). On Monday, the Wall Street titan reported a staggering 19% jump in net earnings,...
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Lucid at a Crossroads: Efficiency, Scale, and the $1 Billion Saudi Lifeline of 2026
April 14, 2026
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The Silicon Phoenix: Inside the Radical Rebirth of Intel
April 14, 2026
April 14, 2026 Introduction Intel Corporation (NASDAQ: INTC) stands today at the most pivotal juncture in its 58-year history. After a grueling five-year turnaround effort that pushed the company to...
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IEA Issues "Code Red" Warning: Iran Conflict Sparks Energy Shock Surpassing 1973 and 1979 Combined
April 14, 2026
The International Energy Agency (IEA) has issued its most dire warning in its 52-year history, declaring that the current energy crisis triggered by the escalating conflict with Iran is more severe...
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The Fortress and the Future: An In-Depth Research Report on JPMorgan Chase & Co. (JPM)
April 14, 2026
As of April 14, 2026, JPMorgan Chase & Co. (NYSE: JPM) stands at a historic crossroads. Long considered the "gold standard" of global banking, the firm recently confirmed the most anticipated...
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Amazon Agrees To Buy GlobalStar In $11.6 Billion Deal Amid Musk Space Battle
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April 14, 2026
Amazon agreed to buy Globalstar for $11.57 billion, in a move expanding its satellite business versus Elon Musk-controlled companies.
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Meet the Super Semiconductor Stock Crushing Nvidia, AMD, and Broadcom Right Now
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April 14, 2026
This company is leveraging 175 years of experience to capture a key piece of the artificial intelligence (AI) market.
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Apple To Rally More Than 25%? Here Are 10 Top Analyst Forecasts For Tuesday
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April 14, 2026
Top Wall Street analysts have changed their outlook on top names. For full analyst rating changes, including upgrades/downgrades, see analyst ratings page.
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Hob Learning Launches Mobile App to Help Learners Speak Real Levantine Arabic
April 14, 2026
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Amazon Has Out-of-This-World Ambitions. Can It Lift the Stock?
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April 14, 2026
Amazon is turning to satellite internet as another potential growth driver.
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The Motley Fool
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Apple's Foldable iPhone Is Coming for Everyone — Samsung, Motorola, Google Beware!
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April 14, 2026
Samsung and Google face pressure as Apple prepares to enter the foldable market. Analysts see AAPL capturing 46% of the segment by 2026.
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One of Greg Abel's Forever Holdings at Berkshire Hathaway Is Breaking Warren Buffett's Most Important Investing Rule
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April 14, 2026
The Oracle of Omaha was always unwavering when it came to value and getting a good deal.
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2 "Magnificent Seven" Stocks That Can Skyrocket 96% and 107%, According to Select Wall Street Analysts
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April 14, 2026
Among Nvidia, Alphabet, Apple, Microsoft, Amazon, Meta Platforms, and Tesla are two highly influential businesses that some of Wall Street's leading optimists believe can effectively double.
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The Motley Fool
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2 Smart Buys for a Scary Market: Growth Stocks Worth Holding for Decades
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April 14, 2026
Amazon and Alphabet are two great growth stocks to own for the long haul.
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The Motley Fool
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Amazon (AMZN): Buy, Sell, or Hold Post Q4 Earnings?
April 14, 2026
Amazon has had an impressive run over the past six months as its shares have beaten the S&P 500 by 8.2%. The stock now trades at $239.82, marking a 10.8% gai...
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Community Trust Adds 122,541 Shares of CTBI
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April 13, 2026
Community Trust Bancorp delivers regional banking and wealth management services across Kentucky, West Virginia, and Tennessee.
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