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home
about us
Investment Approach
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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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
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Fidelity National Information Services
(NY:
FIS
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46.89
-0.52 (-1.10%)
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Updated: 7:00 PM EDT, Mar 27, 2026
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VYM Plays It Broad and Safe, FDVV Adds Tech Titans Like Nvidia to the Dividend Mix
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Here's How Much You Would Have Made Owning Fidelity MSCI Information Technology Index ETF Stock In The Last 5 Years
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Here's How Much $1000 Invested In Fidelity Nasdaq Composite Index ETF 20 Years Ago Would Be Worth Today
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Prediction: IonQ Will Be the First Quantum Stock to Prove the Bears Wrong
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March 11, 2026
IonQ's growth is poised to accelerate nicely thanks to the cost and performance advantages of its quantum computing systems.
Via
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Is IonQ Stock Your Ticket to Becoming a Millionaire?
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March 11, 2026
IonQ is one of the most promising quantum computing stocks.
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FIS Helps Mizuho Financial Group Navigate New Regulatory Reporting Requirements
March 11, 2026
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FIS to Present at Upcoming Conference
March 10, 2026
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Treasury Market's "Wild Ride": 10-Year Yield Hits 3.96% Amid Shutdown Fears and Oil Surges
March 10, 2026
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Fidelity National Information Services Stock: Is FIS Underperforming the Technology Sector?
March 10, 2026
FIS has underperformed the broader Technology sector over the past year. However, Wall Street analysts remain moderately optimistic about its prospects.
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The Ledger of the Future: A Deep Dive into Coinbase (COIN) in 2026
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Should Investors Avoid Rigetti Computing as It Struggles to Generate Revenue?
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The quantum computing company is trailing its competitors when it comes to its systems' accuracy.
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A Recent BlackRock Survey Reveals How Much Americans Think They Need to Retire. The Answer Will Absolutely Shock You.
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Architecting the AI Interconnect: A Comprehensive Research Feature on Marvell Technology (MRVL)
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Crypto News: Pepeto Ethereum Based Crypto Announces Presale Holders Earn From Every Trade Permanently
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March 09, 2026
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March 08, 2026
The Pepeto team announced crossing $7.741 million in presale funding, and the timing tells a story the rest of the
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This Is the Average 401(k) Balance by Age -- How Do Your Retirement Savings Compare?
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As expected, net worth improves with age. There's one obviously important high-growth time of life, though.
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2 Top Quantum Computing Stocks to Buy in March
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Here’s the Average Canadian RRSP at Age 55
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March 07, 2026
Here are three key things to note about the average Canadian's RRSP balance at age 55, and what to do with this information.
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The Policy Premium: Coinbase and Robinhood Surge as Washington’s New Crypto Framework Takes Shape
March 06, 2026
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The Great Pivot: How Charles Schwab Reclaimed Its Throne in the 2026 Financial Landscape
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As of March 6, 2026, The Charles Schwab Corporation (NYSE: SCHW) stands as a rejuvenated titan of the American financial landscape. After weathering the localized banking tremors of 2023 and the...
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Silicon to Systems: The 2026 Deep-Dive on Synopsys (SNPS) Following the Ansys Transformation
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As of March 6, 2026, the semiconductor industry has moved beyond the "AI hype" phase into a period of rigorous industrial execution. At the center of this transformation is Synopsys, Inc. (NASDAQ:...
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New Report by CX Research Institute Highlights Expert Matchmaker in Boston
March 05, 2026
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The Phoenix of Fintech: Robinhood’s (HOOD) Strategic Pivot and the 2026 Retail Resurgence
March 05, 2026
As of March 5, 2026, Robinhood Markets, Inc. (NASDAQ: HOOD) has officially shed its reputation as a mere "meme stock" gateway, evolving into a diversified global financial powerhouse. Once defined by...
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The Crypto Infrastructure Giant: A Deep Dive into Coinbase Global (COIN)
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The digital asset landscape witnessed a significant resurgence on March 5, 2026, as Bitcoin (BTC) reclaimed the $73,000 level, sparking a broad market rally. At the center of this optimism is Coinbase...
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