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home
about us
Investment Approach
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Fidelity National Information Services
(NY:
FIS
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66.73
-0.32 (-0.48%)
Official Closing Price
Updated: 7:00 PM EST, Jan 7, 2026
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The December Shuffle: How Tax-Loss Harvesting is Rattling the 2025 Market Finish
December 22, 2025
As the calendar turns to the final days of 2025, a stark divergence has emerged in the financial markets. While the S&P 500 has maintained a robust year-to-date gain of nearly 18%, the surface-level...
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The Great Decoupling: How Bitcoin ETFs Rewrote the Nasdaq Playbook
December 22, 2025
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XRP, Solana Spot ETFs Lead In Weekly Inflows As Bitcoin, Ethereum Face Outflows
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December 22, 2025
The Bitwise Solana ETF attracted the largest one-day inflow of $1.67 million but retail sentiment on Stocktwits around most ETFs remained in the ‘bearish’ zone.
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SCHD Offers a Higher Yield While FDVV Grows Faster
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December 21, 2025
Expense ratios, sector focus, and risk profiles set these two popular dividend ETFs apart for income-focused investors.
Via
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Is VGT or FTEC the Better Tech ETF? Here's How They Compare on Risk, Returns, and Fees
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December 21, 2025
Cost, scale, and subtle differences in structure set these two tech ETFs apart for investors weighing sector exposure options.
Via
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VYM vs. FDVV: How These Popular Dividend ETFs Stack Up on Yield, Costs, and Risk
↗
December 21, 2025
Fee structure, sector focus, and risk profiles set these two high-dividend ETFs apart for income-minded investors.
Via
The Motley Fool
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How Many People Really Save $1 Million for Retirement?
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December 21, 2025
The big round number is still a powerful (but achievable) target.
Via
The Motley Fool
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Don't Need Your Required Minimum Distribution (RMD) Right Now? What Can You Do With the Cash Influx?
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December 21, 2025
If you're fortunate enough not to need your RMDs, there are creative ways you can use them.
Via
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VDC vs. FSTA: Comparing Two Similar Consumer Staples ETFs
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December 20, 2025
Two consumer staples ETFs go head-to-head on size, history, and structure—see what sets them apart for portfolio builders.
Via
The Motley Fool
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VYM vs. FDVV: Which High-Yield Dividend ETF Is the Best Choice for Investors?
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December 20, 2025
Expense structure, sector focus, and risk profiles set these two high-dividend ETFs apart in ways that matter for portfolio strategy.
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Tech ETFs: What Do Investors Need to Know About XLK and FTEC?
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December 20, 2025
Explore how portfolio breadth and trading flexibility set these two leading tech ETFs apart for sector-focused investors.
Via
The Motley Fool
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Could IonQ Reach $100 in 2026? The Answer May Blow Your Mind.
↗
December 20, 2025
IonQ offers a speculative opportunity to long-term investors seeking early exposure to the potential commercialization of quantum computing.
Via
The Motley Fool
3 Best Bitcoin ETF Picks for 2026
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December 20, 2025
Bitcoin experienced a lot of volatility in 2025 without much in the way of total return. How is 2026 shaping up for Bitcoin ETFs?
Via
The Motley Fool
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Did Your 401(k) Balance Go Up By More or Less Than Average in 2025?
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December 20, 2025
The average 401(k) balance increased 70% over the last decade.
Via
The Motley Fool
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Better Quantum Computing Stock for 2026: IonQ or Rigetti Computing?
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December 20, 2025
Both companies have a long way to go if they are going to bring their technology to commercial viability.
Via
The Motley Fool
Main Street’s Cautious Maturity: How Retail Investors Are Re-Engineering the Playbook for 2026
December 19, 2025
As the final trading days of 2025 approach, the retail investor—once characterized by the erratic "meme-stock" frenzies of the early 2020s—has emerged as a sophisticated, high-velocity force in the...
Via
MarketMinute
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MicroStrategy’s Index Peril: The Battle for ‘Index Purity’ and the Fate of Crypto-Proxy Stocks
December 19, 2025
As of December 19, 2025, the financial world is bracing for a seismic shift in how digital-asset-heavy companies are treated by institutional benchmarks. MicroStrategy (NASDAQ:MSTR), the enterprise...
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MarketMinute
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Here's How Much You Would Have Made Owning Fidelity MSCI Information Technology Index ETF Stock In The Last 10 Years
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December 19, 2025
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What Are the Odds That Plaid IPOs in 2026?
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December 19, 2025
Plaid is one of the hottest fintechs that many expect to eventually go public.
Via
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Could IonQ Be the Best Quantum AI Stock to Own for the Next Decade?
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December 19, 2025
IonQ is taking a different approach to quantum computing than its peers.
Via
The Motley Fool
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Artificial Intelligence
The Silicon Renaissance: How CMOS Manufacturing is Solving the Quantum Scaling Crisis
December 18, 2025
As 2025 draws to a close, the quantum computing landscape has reached a historic inflection point. Long dominated by exotic architectures like superconducting loops and trapped ions, the industry is...
Via
TokenRing AI
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Jefferies Says IonQ Stock Can Double Over the Next 12 Months. Should You Buy It Here?
December 18, 2025
Down almost 50% from all-time highs, IonQ is a quantum computing stock with significant upside potential, according to investment firm Jefferies.
Via
Barchart.com
Better Quantum Stock: IonQ vs. Rigetti Computing
↗
December 18, 2025
Which of these emerging quantum computing companies has a brighter future?
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Wedbush Is Betting on a ‘Transformational’ Opportunity in Quantum Computing. 1 Top Stock to Buy Now.
December 18, 2025
While Wedbush calls quantum computing transformational, IonQ may be the stock well-positioned to benefit as this technology moves toward reality.
Via
Barchart.com
Quantum Computing: 3 Stocks To Consider In 2026
↗
December 18, 2025
While physical qubit counts grab headlines, the real breakthroughs are expected from fidelity, logical qubits and scalable architectures.
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Talk Markets
Here's How Much $100 Invested In Fidelity MSCI Energy Index ETF 5 Years Ago Would Be Worth Today
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December 18, 2025
Via
Benzinga
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Crypto ETPs Could Face Mass Closures Within Two Years, Analyst Warns
↗
December 18, 2025
Bloomberg analyst warned that the increasing number of crypto ETF launches may lead to the closure of weaker products by 2027.
Via
Stocktwits
Topics
ETFs
Unlocking Hidden Histories: AI Transforms Black Press Archives with Schmidt Sciences Grant
December 17, 2025
In a groundbreaking move set to redefine the landscape of digital humanities and artificial intelligence, a significant initiative funded by Schmidt Sciences (a non-profit organization founded by Eric...
Via
TokenRing AI
Topics
Artificial Intelligence
OMNIVISION’s Breakthrough Microdisplay Powers the Next Generation of AR/VR and the Metaverse
December 17, 2025
In a significant leap for wearable technology, OMNIVISION (NASDAQ: OV), a leading global developer of semiconductor solutions, has unveiled its OP03021, heralded as the industry's lowest-power...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Evolve Bitcoin ETF (EBIT) Navigates Choppy Waters: A Strategic Market Analysis Amidst Shifting Crypto Tides
December 17, 2025
The Evolve Bitcoin ETF (EBIT) (TSX: EBIT), a pioneering investment vehicle offering direct exposure to the world's leading cryptocurrency, finds itself at a critical juncture as 2025 draws to a close....
Via
MarketMinute
Topics
ETFs
Economy
World Trade
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