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home
about us
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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
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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
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TAF sm Program
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MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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Anthropic’s Claude Shift: Why AI Is Triggering a Cybersecurity Sell-Off
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The Architecture of Intelligence: A 2026 Deep Dive into NVIDIA (NVDA)
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Producer Price Index Relief: March Data Defies Energy Shock Fears as Core Inflation Remains Subdued
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Amazon in 2026: The $200 Billion Bet on AI and the Future of the Everything Store
April 14, 2026
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Netflix in 2026: From Streaming Pioneer to Profit Powerhouse
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As of April 14, 2026, Netflix, Inc. (NASDAQ: NFLX) has successfully transitioned from the volatile "streaming wars" era into a mature, cash-generative media powerhouse. Once the disruptor of Hollywood,...
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Back to Square One: S&P 500 Nears Break-Even as 'Relief Rally' Erases 2026’s Early Losses
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Credo Technology Group Surges 15% as Analysts Flag 'Significant Disconnect' in AI Connectivity Valuation
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Trump Endorsement Ignites Palantir Rally: A New Era for Defense AI as Shares Rebound 3%
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The Infrastructure Architect: An In-Depth Analysis of Broadcom Inc. (AVGO) in the AI Era
April 14, 2026
As of April 14, 2026, Broadcom Inc. (Nasdaq: AVGO) stands as a titan of the modern technological era, having successfully navigated a decade of transformation to become the world’s premier...
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Microsoft (MSFT) 2026 Research Feature: Navigating the AI-Cloud Flywheel
April 14, 2026
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CoreWeave Surges as Meta and Anthropic Deals Cement 'Neocloud' Dominance in the AI Inference Supercycle
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Inside the AI Interconnect Revolution: A Deep Dive into Applied Optoelectronics (AAOI)
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BlackRock Upgrades U.S. and EM Equities to 'Overweight' Amid Tech Boom and Middle East Progress
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