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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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
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Avantis U.S. Equity ETF
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Disney Stock Rises As ‘Zootopia 2’ Becomes Second Film This Year To Cross $1B Mark At The Global Box Office
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December 12, 2025
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Marvell To Buy Celestial AI In Up To $5.5B Deal
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December 02, 2025
The deal is expected to close in the first quarter of 2026, upon the receipt of necessary approvals.
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KSS Stock Soars Pre-Market After Turnaround Efforts Lift Profit Forecast
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November 25, 2025
Kohl’s now expects annual adjusted earnings per share in the range of $1.25 to $1.45, compared with the previous forecast of $0.50 to $0.80.
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HBO Renews Two ‘Game of Thrones’ Franchise Series Through 2028
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November 20, 2025
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Amazon To Invest $3 Billion In Mississippi Data Center To Power AI, Cloud Expansion
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November 20, 2025
The e-commerce giant said the investment is expected to create at least 200 new jobs at its Amazon data center campus.
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Moderna Procures $1.5B Loan To Grow Its Pipeline Beyond Vaccines
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David Beckham Joins Bank Of America As Ambassador For Its Global Sports Program
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Micron Stock Draws Investor Attention Following A Price Target Boost From UBS
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November 20, 2025
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Ford, Amazon Team Up To List Certified Pre-Owned Vehicles
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November 17, 2025
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Starbucks Faces Political Heat: US Lawmakers Reportedly Urge CEO To End 'Union Busting’ Practices
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Amazon Turns Street Favorite As Majority Of Wall Street Expects Stock To Hit $300 Or Above: Dan Ives Sees Huge Inflection Point
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Sealed Air Accepts $10.3B Buyout – Here’s What Investors Need To Know
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November 17, 2025
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Topgolf Callaway Brands Jumps 5% After Report Says Talks Are On To Sell Topgolf Unit
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November 14, 2025
According to a report by The Wall Street Journal, citing people familiar with the matter, the deal would value Topgolf at about $1 billion.
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Ford Gears Up For Wider BlueCruise Rollout Across Europe In 2026
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November 13, 2025
BlueCruise will be introduced on the Puma, Puma Gen-E, Kuga and Ranger PHEV from spring 2026.
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Amazon Launches AI Tools To Automate Tasks, Reduce Costs
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November 12, 2025
The company also announced a collaboration between Amazon Business, Amazon Web Services (AWS), and Deloitte on two new, AI-powered solutions.
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Amazon Layoffs Draw Wall Street Attention Ahead Of Earnings On Thursday
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October 29, 2025
Amazon on Tuesday said it would reduce its corporate workforce by about 14,000 roles, building on a recent slew of job cuts at the company.
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Adobe CEO Defends Software’s Role In AI Race, Calls Company ‘Undervalued’: Report
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October 28, 2025
According to a Bloomberg News report, CEO Shantanu Narayen expects the markets to eventually shift the focus to the delivery of artificial intelligence within applications, which is the area where...
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