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home
about us
Investment Approach
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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
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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SAP SE ADS
(NY:
SAP
)
171.99
+0.99 (+0.58%)
Streaming Delayed Price
Updated: 10:19 AM EDT, Mar 25, 2026
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Why Are Teradata (TDC) Shares Soaring Today
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McKinsol at SAPinsider Las Vegas 2026: Advancing Enterprise Performance with SAP Data Management Solutions
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February 24, 2026
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February 24, 2026
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Top 10 Companies Using SAP ERP
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February 20, 2026
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February 24, 2026
On this Tuesday, February 24, 2026, the tech world’s attention is firmly fixed on Pleasanton, California. Workday, Inc. (NASDAQ: WDAY), the long-time king of cloud-based human resources and financial...
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February 23, 2026
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The Agentic Evolution: Salesforce’s (CRM) Battle for the Future of Enterprise AI
February 23, 2026
As of February 23, 2026, the enterprise software landscape finds itself at a critical juncture. For decades, Salesforce Inc. (NYSE: CRM) has been the undisputed king of Customer Relationship...
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Shantanu Bhatt Appointed as Judge for the 2026 Global Recognition Awards
February 23, 2026
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Rackspace Shares Skyrocket 50% on Palantir AI Partnership: A New Era for Managed Infrastructure
February 20, 2026
SAN ANTONIO / DENVER — In a week that has redefined the trajectory of legacy tech infrastructure, Rackspace Technology (NASDAQ:RXT) saw its shares surge by a staggering 50% in morning trading on...
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Big Blue’s Renaissance: IBM Shakes Off ‘Legacy’ Label with $19.7B Q4 Beat and Massive AI Momentum
February 18, 2026
International Business Machines (NYSE: IBM) has officially signaled the completion of its decade-long transformation, reporting a blockbuster fourth-quarter earnings beat that highlights its emergence...
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Earnings
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Hackett Group HCKT Earnings Call Transcript
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February 17, 2026
Hackett Group HCKT Earnings Call Transcript
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Palo Alto Networks Q2 2026 Earnings Preview: Can 'Platformization' and $28B in Acquisitions Defend the AI Frontier?
February 17, 2026
As the sun rises on the first full trading day after the 2026 Presidents' Day long weekend, all eyes on Wall Street are fixed on Palo Alto Networks (NASDAQ:PANW). Scheduled to report its fiscal...
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MarketMinute
Topics
Artificial Intelligence
Earnings
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Sun Chemical selects SNP's Kyano platform to lead global SAP S/4HANA and RISE with SAP transformation
February 17, 2026
SNP SE, a leading software provider for digital transformation, automated data migration, and data management in SAP environments, today announced that Sun Chemical is using the Kyano platform as part...
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PR Leap
ERPROOTS Completes SAP HEC-to-GCP Migration for a Leading Saudi FMCG Enterprise
February 16, 2026
Via
AB Newswire
Topics
Economy
Software-mageddon: The $800 Billion Tech Selloff and the Death of the SaaS Model
February 16, 2026
The second week of February 2026 will be remembered in financial history as "Software-mageddon," a period of unprecedented volatility that saw the S&P 500 Software Index plummet by 13% in just five...
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Promethos Capital Liquidates $4 Million Sprouts Farmers Market Position: Should Investors Sell, Too?
↗
February 16, 2026
Sprouts Farmers Market runs a national grocery chain focused on fresh, natural, and organic foods for health-conscious shoppers.
Via
The Motley Fool
Topics
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S&P 500 Shatters 7,000 Milestone: AI Industrialization and Policy Tailwinds Fuel Historic Market Momentum
February 16, 2026
The financial world reached a staggering new frontier this month as the S&P 500 surged past the 7,000-point milestone for the first time in history. On February 16, 2026, the market remains in a state...
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Cora Systems to Demonstrate SAP-Integrated PPM Solution at 11th Annual SAP A&D Innovation Days
February 13, 2026
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Microsoft, Google, Amazon, Anthropic Spearhead Global Tech Alliance To Boost Digital Trust
↗
February 13, 2026
The ‘Trusted Tech Alliance’ will aim to adhere to commitments of transparency, security and data protection to build trust in technology among people across the globe.
Via
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Topics
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Government
Your Encryption Is Already Outdated. A $6.15 Trillion Fix Is Underway
February 13, 2026
Issued on behalf of QSE - Quantum Secure Encryption Corp.
From
USA News Group
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GlobeNewswire
KPMG Strengthens Global Collaboration with SAP as an SAP Global Strategic Service Partner to Drive Measurable Client Value
February 11, 2026
A cloud-native, AI-first alliance that delivers intelligent, enterprise-led transformations with modular, scalable solutions for clients worldwide Co-innovating with SAP, combining...
Via
Newsfile
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Tersis Technologies Welcomes Daniel "Jack" Gaido, Jr. to Its Board of Directors
February 11, 2026
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BlackLine (BL) Q4 2025 Earnings Call Transcript
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Astera Labs ALAB Q4 2025 Earnings Call Transcript
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February 10, 2026
Astera Labs ALAB Q4 2025 Earnings Call Transcript
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SAP, Cohere Break Ground On Sovereign AI Solutions Worldwide
↗
February 10, 2026
SAP SE (NYSE:SAP) shares are up on Tuesday as the company is expanding its partnership with Cohere to launch sovereign AI solutions globally, starting in Canada.
Via
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Topics
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Stock Market Today, Feb. 9: Oracle Rallies as AI Spending Reframes Its Cloud Growth Story
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February 09, 2026
Oracle moved higher as AI-related cloud spending strengthened confidence in its long-term expansion plans.
Via
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Topics
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Initial Public Offering
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Workday Shares Plunge After Founder Aneel Bhusri Returns as CEO Amid Layoffs
February 09, 2026
The enterprise software landscape was sent into a tailspin on Monday as Workday (NASDAQ: WDAY) announced a dramatic leadership overhaul, seeing co-founder Aneel Bhusri return to the helm as Chief...
Via
MarketMinute
Topics
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Earnings
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The Agentic Pivot: A Deep Dive into UiPath’s (PATH) AI Renaissance
February 09, 2026
Date: February 9, 2026 Introduction In the rapidly shifting landscape of enterprise technology, few companies have faced as profound a Crossroads as UiPath (NYSE: PATH). Once the undisputed king of...
Via
Finterra
Topics
Artificial Intelligence
The Artificial Intelligence (AI) Dark Horse That Wall Street Is Watching
↗
February 07, 2026
UiPath has flown under the media's radar despite some heavy Wall Street investment late last year, is it worth a look?
Via
The Motley Fool
Topics
Artificial Intelligence
World Trade
DOT SAP Solutions Educates Transportation Workers on DOT SAP Program Requirements and Compliance Pathways
February 06, 2026
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