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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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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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International Business Machines
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The Rise of the 'HALO' Trade: Why Wall Street is Pivoting from Algorithms to Atoms
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2 Quantum Computing Stocks That Could Help Make You a Fortune
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March 04, 2026
These companies are experiencing year-over-year revenue growth in the triple digits.
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Why I'm Watching IBM Stock Heading Into March
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March 04, 2026
IBM stock is down 20% from its 52-week high, but the concerns seem overblown.
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Grid Dynamics Earnings: What To Look For From GDYN
March 03, 2026
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If I Could Own Only 1 Quantum Computing Stock for 2026, It Would Be This
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March 03, 2026
The technology sector has a bad habit of switching from one hot investment idea to the next.
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Distributed Social Media - Own Your Content
March 03, 2026
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IT Services & Consulting Q4 Earnings: Gartner (NYSE:IT) is the Best in the Biz
March 02, 2026
Let’s dig into the relative performance of Gartner (NYSE:IT) and its peers as we unravel the now-completed Q4 it services & consulting earnings season. IT Se...
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How to Spot Winning Innovation
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March 02, 2026
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New Report by CX Research Institute Highlights Expert Matchmaker in Raleigh-Durham
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Q4 Earnings Highlights: Kyndryl (NYSE:KD) Vs The Rest Of The IT Services & Consulting Stocks
March 01, 2026
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Could AI Crash the Economy in 2 Years? One Research Firm Says Yes.
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March 01, 2026
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The 2 Best Quantum Computing Stocks to Buy in March
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March 01, 2026
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Forget BigBear.ai: This Cloud Platform Is Quietly Becoming Mission‑Critical for Fortune 500 AI Workloads
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What are HALO Stocks and Should You Invest in Them This Year?
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February 28, 2026
Investors are seeking out stocks that are less vulnerable to AI disruption.
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After Block's Layoffs, Could These 3 Companies Be Next?
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February 28, 2026
Block stock jumped after it said it was laying off nearly half of its workforce.
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I'm Not Convinced Anthropic's New COBOL Coding Tool Is an Actual Threat to IBM
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February 27, 2026
Most investors jumped to a conclusion on Monday that's not supported by all the facts.
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Here's How Much $1000 Invested In IBM 5 Years Ago Would Be Worth Today
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February 27, 2026
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AI Fatigue Triggers Massive Capital Flight: Utilities and Staples Emerge as 2026’s Unlikely Heroes
February 27, 2026
The high-octane artificial intelligence rally that defined the previous two years hit a significant roadblock in February 2026, as investors abruptly pivoted away from expensive growth stocks toward...
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The Implementation Pivot: How Accenture Defied the ‘SaaS-pocalypse’ with a Massive AI Rebound
February 27, 2026
As of February 27, 2026, the global technology sector is grappling with a profound identity crisis often dubbed the "SaaS-pocalypse." While many software-as-a-service providers have seen their...
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Where Will Rigetti Computing Be in 5 Years?
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February 27, 2026
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AI’s ‘Ghost Trade’ or Structural Shift? Software Giants Stagger Under Disruption Fears
February 27, 2026
The final week of February 2026 has sent a tremor through the technology sector, as a sudden wave of volatility wiped billions in market capitalization from premier software-as-a-service (SaaS)...
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Big Blue’s Brutal Monday: IBM Shares Crater 13% as AI Breakthrough Threatens Mainframe Stronghold
February 27, 2026
In a session that sent shockwaves through the financial world, International Business Machines Corp. (NYSE: IBM) saw its stock price plummet by 13.2% on February 23, 2026. The collapse wiped out more...
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AI Panic Hits Wall Street: 3 Financial Stocks on Sale
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February 27, 2026
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The AI Infrastructure Pivot: Why Accenture (ACN) Just Jumped 8% and What It Means for the Future of Consulting
February 27, 2026
As of today, February 27, 2026, Accenture (NYSE: ACN) has reclaimed its position as the bellwether of the professional services sector. Following a tumultuous year characterized by fears of AI-driven...
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Initial Public Offering
The $100 Million Milestone: How IonQ Is Industrializing the Quantum Frontier
February 27, 2026
The fiscal year 2025 earnings report for IonQ (NYSE: IONQ) has sent shockwaves through the technology sector. By reporting over $100 million in annual revenue, IonQ has become the first pure-play...
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Financial Analyst Certification in Delhi, "Online Live Financial Data Analyst Training Course" in Bhubaneswar by IIM Faculty with IBM Certification Support, Best Holi Offer 2026, by SLA Institute,
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February 27, 2026
Via
Talk Markets
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