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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
Contrarian Notes Blog
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Morgan Stanley
(NY:
MS
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153.78
-7.11 (-4.42%)
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Updated: 2:00 PM EDT, Mar 12, 2026
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The Policy Premium: Coinbase and Robinhood Surge as Washington’s New Crypto Framework Takes Shape
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How Is Realty Income's Stock Performance Compared to Other Real Estate Stocks?
March 06, 2026
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Via
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MRVL Surges 12% Pre-Market: Wall Street Upgrades Stock As AI And Cloud Chips Demand Shines
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March 06, 2026
Cody Acree at Benchmark upgraded Marvell shares to ‘Buy’ from ‘Hold’ and assigned a $130 price target.
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Okta To Rally Around 22%? Here Are 10 Top Analyst Forecasts For Friday
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March 06, 2026
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, visit our analyst ratings page. B of A...
Via
Benzinga
Morgan Stanley Says Nvidia Just Regained Its No. 1 Spot. Why NVDA Stock Is Back on the Throne.
March 06, 2026
The chip major has regained its place at the apex of the financial major's favorites.
Via
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Earnings
Silver Lake and Nomura Securities Form a Strategic Partnership to Establish a Primary Trading Account and Co-Create a New Blueprint for Japan’s Capital Markets
March 06, 2026
Via
Press Release Distribution Service
Morgan Stanley Signals New Era of 'Efficiency' with 3% Workforce Reduction Amidst Record Profits
March 05, 2026
NEW YORK — In a move that has sent ripples through a resurgent Wall Street, Morgan Stanley (NYSE:MS) announced this week its plan to slash approximately 3% of its global workforce. The reduction,...
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Why Is Dynatrace (DT) Stock Soaring Today
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Why AGCO (AGCO) Stock Is Nosediving
March 05, 2026
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monday.com (MNDY) Stock Trades Up, Here Is Why
March 05, 2026
What Happened? Shares of work management platform monday.com (NASDAQ:MNDY) jumped 5.9% in the afternoon session after positive analyst commentary from Morgan...
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Initial Public Offering
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March 05, 2026
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Tesla Stock's Bold Strategic Shift Could Signal Major Opportunity
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March 05, 2026
Tesla is betting its future on some potentially massive growth opportunities.
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The Rise of the 'HALO' Trade: Why Wall Street is Pivoting from Algorithms to Atoms
March 05, 2026
As the first quarter of 2026 draws to a close, a seismic shift in investor sentiment has fundamentally reshaped the landscape of the New York Stock Exchange and the Nasdaq. After three years of...
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What's Going On With Core Scientific Stock Thursday?
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March 05, 2026
Core Scientific (CORZ) secures a $500M loan from Morgan Stanley to fuel data center expansion and high-density colocation infrastructure.
Via
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The Media Event of the Decade: Paramount Skydance Announces $110 Billion Acquisition of Warner Bros. Discovery
March 05, 2026
In a move that has sent shockwaves through the global entertainment landscape, the newly formed Paramount Skydance Corporation (NASDAQ: PSKY) announced on February 27, 2026, a definitive agreement to...
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Why DoubleVerify (DV) Stock Is Trading Up Today
March 05, 2026
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Alphabet’s $20 Billion AI War Chest: A $100 Billion Bet on the Future of Tech
March 05, 2026
The global credit markets have delivered a resounding vote of confidence in the future of artificial intelligence, as Alphabet Inc. (NASDAQ: GOOGL) successfully raised $20 billion through a massive...
Via
MarketMinute
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Economy
Morgan Stanley Files Bitcoin ETF, Backs Core Scientific With $500M
↗
March 05, 2026
Morgan Stanley (NYSE:MS) filed an amended Bitcoin
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Benzinga
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Morgan Stanley Says You Should Buy the Dip in These 3 Software Stocks
March 05, 2026
Analysts say the software selloff is an opportunity for investors.
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Barchart.com
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Veeva Systems (VEEV) Surges 11%: Navigating the Vault CRM Migration and the Future of Life Sciences Software
March 05, 2026
On March 5, 2026, Veeva Systems Inc. (NYSE: VEEV) reminded the market why it remains the undisputed heavyweight of life sciences software. Following a blockbuster Q4 fiscal year 2026 earnings report...
Via
Finterra
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Ciena’s AI Inflection: Inside the 2026 Earnings Beat and the Future of Global Optical Networking
March 05, 2026
In the high-stakes world of digital infrastructure, the "plumbing" of the internet is often overshadowed by the flashy consumer applications it supports. However, today’s quarterly earnings report from...
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Finterra
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Earnings
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Morgan Stanley Investment Management Launches Eaton Vance Preferred Securities and Income ETF
March 05, 2026
From
Morgan Stanley Investment Management
Via
Business Wire
Why Is EPAM Systems Stock Gaining Thursday?
↗
March 05, 2026
EPAM Systems enters into $300M accelerated share repurchase agreement with Morgan Stanley to buy back stock under $1B authorization.
Via
Benzinga
Stocks making big moves yesterday: Angi, Zoom, Photronics, Cloudflare, and Bally's
March 05, 2026
Check out the companies making headlines yesterday: Angi (NASDAQ:ANGI): Home services online marketplace ANGI (NASDAQ: ANGI) rose by 8.6% on Wednesday after ...
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StockStory
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Artificial Intelligence
2 Artificial Intelligence (AI) Stocks With 75% and 280% Upside to Buy Now, According to Wall Street Analysts
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March 05, 2026
Certain Wall Street analysts see substantial upside in Meta Platforms and Atlassian.
Via
The Motley Fool
Topics
Artificial Intelligence
Amazon Reportedly Lays Off Within Robotics But Says Division Remains ‘Strategic Priority’
↗
March 04, 2026
Business Insider reported the layoffs on Wednesday, citing a message from Amazon Robotics VP Scott Dresser.
Via
Stocktwits
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Artificial Intelligence
Workforce
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