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home
about us
Investment Approach
Client Service Approach
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
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
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First Solar
(NQ:
FSLR
)
269.69
-2.52 (-0.93%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 26, 2025
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Rate Cut Reality Check: 'Christmas Bonus' Off the Table as Global Central Banks Keep Easing on the Wishlist
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First Solar Inc (NASDAQ:FSLR) Embodies Affordable Growth with Strong Fundamentals
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Gold and Silver Soar Amidst Rate Cut Fever and Dollar Weakness
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New York, NY – December 5, 2025 – The financial markets are buzzing today as gold prices have surged by an impressive 1%, driven by escalating expectations of a U.S. Federal Reserve interest rate cut....
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1 Volatile Stock Worth Your Attention and 2 We Find Risky
December 04, 2025
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Silver ETFs Shine Brighter Than Gold Amidst Industrial Boom and Monetary Shifts
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Silver Exchange-Traded Funds (ETFs) are currently experiencing a period of remarkable outperformance against their golden counterparts, signaling a significant shift in the precious metals market. This...
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Silver's Resurgent Shine: ETFs Outpace Gold Amidst Industrial Boom and Monetary Shifts
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As of December 3, 2025, the precious metals market is witnessing a profound shift, with silver Exchange-Traded Funds (ETFs) dramatically outpacing their gold counterparts. This remarkable surge in...
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Silver Shines Brighter: ETFs Outpace Gold Amid Industrial Boom and Monetary Shifts
December 03, 2025
New York, NY – December 3, 2025 – Silver Exchange-Traded Funds (ETFs) have emerged as the unexpected titans of the precious metals market in 2025, dramatically outperforming their gold counterparts....
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Silver's Blistering Ascent: Is the White Metal Truly Decoupling from Gold?
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The precious metals market is currently witnessing a fascinating and potentially paradigm-shifting phenomenon: silver (XAG) appears to be increasingly decoupling from its traditional big brother, gold...
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Silver's Staggering Ascent Pauses: Profit-Taking Pulls Prices from Record Highs, Erasing $22.00 Bears from the Horizon
December 02, 2025
December 2, 2025 – The precious metals market, particularly silver, is experiencing a moment of reflection today as a wave of profit-taking sweeps across the board, pulling prices back from their...
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Silver's Unprecedented Ascent: Above $58 an Ounce and Poised for Further Gains
December 02, 2025
As of December 2, 2025, the global financial markets are witnessing a historic moment as silver's price firmly holds above $58 an ounce, marking an unprecedented nominal all-time high. This remarkable...
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Precious Metals and Oil Retreat as Investors Take Profits Amidst Rising US Yields and Oversupply Fears
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New York, NY – December 2, 2025 – A significant shift is underway in global commodity markets as gold, silver, and oil prices have begun to retreat, driven by a confluence of factors including...
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The Shifting Tides: How Retail and Institutional Forces Reshape Market Dynamics
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As of late 2025, the financial markets are in the midst of a profound transformation, driven by the dynamic and often divergent interplay between institutional behemoths and an increasingly empowered...
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Silver's Historic Ascent: A Deep Dive into the White Metal's Unprecedented Rally and Recent Retreat
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Silver has captivated global financial markets throughout 2025, experiencing an extraordinary surge to historic highs that saw its price more than double year-to-date. The white metal, often...
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The Pitfalls of Selling Stocks (and How to Avoid Them)
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Some of the biggest mistakes investors make aren't with the stocks they buy.
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Precious Metals Soar: Global Supply Shortages Ignite Unprecedented Gold and Silver Rally
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Silver's Unprecedented Ascent: A 100% Rally to Record Highs Electrifies Global Markets
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London, UK – December 1, 2025 – Silver, often overshadowed by its glittering counterpart, gold, has unequivocally seized the spotlight in 2025, delivering an astonishing 100% price surge that has...
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The Green Gold Rush: Surging Demand for Polysilicon and Rare Earths Fuels Renewable Energy Boom
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The global energy landscape is undergoing a profound transformation, driven by an urgent need for decarbonization and a rapid expansion of green energy infrastructure. This seismic shift is creating...
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Silver's Unprecedented Ascent: MCX Futures Near Rs 1.83 Lakh Mark Amidst Global Demand Surge
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Mumbai, India – December 1, 2025 – The global financial markets are still buzzing from the extraordinary rally witnessed in silver prices on December 5 of a previous year, as Multi Commodity Exchange...
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Silver Rockets to All-Time Highs, Outpacing Gold's Percentage Gains Amidst Market Frenzy
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New York, NY – December 1, 2025 – The global financial markets are buzzing as silver has roared to unprecedented nominal all-time highs, with prices nearing an astonishing $58 per ounce. This...
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Silver Shines Brighter: SLV Soars as Silver Continues to Outperform Gold.
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The precious metals market is currently witnessing a remarkable and compelling shift, with silver aggressively asserting its dominance over its more traditionally revered counterpart, gold. As of late...
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Silver Shines Brighter: iShares Silver Trust (SLV) Soars as Silver Continues to Outperform Gold
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The financial markets are witnessing a remarkable shift in the precious metals landscape as the iShares Silver Trust (NYSE:SLV) demonstrates exceptional performance, with silver consistently...
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Gold and Silver Soar Amidst Robust Demand and Impending US Rate Cuts
November 28, 2025
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