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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
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Shell plc
(NY:
SHEL
)
85.36
+0.85 (+1.01%)
Official Closing Price
Updated: 7:00 PM EDT, May 15, 2026
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QUANPIN Tackles Odor Control Nightmare: Hollow Paddle Dryer Revolutionizes Swine Manure Processing
April 24, 2026
Via
AB Newswire
Topics
Economy
Transaction in Own Shares
April 24, 2026
From
Shell plc
Via
GlobeNewswire
Starbucks Reveals Groundbreaking Artificial Intelligence (AI) Platform. Will It Finally Recover?
↗
April 24, 2026
The coffee giant has been making progress in its comeback, and AI could help it reach new customers.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Transaction in Own Shares
April 23, 2026
From
Shell plc
Via
GlobeNewswire
Eco Wave Power to Present at Israel Tech Week Miami 2026
April 23, 2026
Miami, Florida--(Newsfile Corp. - April 23, 2026) - Eco Wave Power Global AB (publ) (NASDAQ: WAVE) ("Eco Wave Power" or the...
Via
Newsfile
Topics
Artificial Intelligence
Energy
Shell Plc (NYSE:SHEL) Combines 3.16% Yield with Strong Dividend Sustainability and Solid Fundamentals
↗
April 23, 2026
Via
Chartmill
Noble (NE) Q1 2025 Earnings Call Transcript
↗
April 22, 2026
Noble (NE) Q1 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Emissions
Helix (HLX) Q3 2025 Earnings Call Transcript
↗
April 22, 2026
Helix (HLX) Q3 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Can Carry-on Luggage be Expanded? Industry Trends and Best Practices
April 22, 2026
Via
AB Newswire
Transaction in Own Shares
April 22, 2026
From
Shell plc
Via
GlobeNewswire
J&E Roofing Solutions Expands Expert Roof Repair Services to Shell Knob Missouri
April 21, 2026
April 21, 2026 - PRESSADVANTAGE - J&E Roofing Solutions, a family-owned roofing contractor serving Southwest Missouri and Northwest Arkansas for over 18 years, announces expanded service coverage to...
Via
Press Advantage
Mangia NYC Welcomes Spring 2026 with New Artisan Tart Collection
April 21, 2026
Via
Get News
Transaction in Own Shares
April 21, 2026
From
Shell plc
Via
GlobeNewswire
Weatherford (WFRD) Q2 2025 Earnings Transcript
↗
April 21, 2026
Weatherford (WFRD) Q2 2025 Earnings Transcript
Via
The Motley Fool
Topics
World Trade
Forget the Noise. This Is the Ultimate Growth Stock to Buy With $1,000 Right Now.
↗
April 21, 2026
Technological advancements lead to more questions than answers for investors.
Via
The Motley Fool
Sewickley, PA Author Publishes Science Fiction Novel
April 21, 2026
Commanding The Future By Uncovering The Past
Via
PR Leap
IWIL Ignite Expands in Canada, Targets 100,000 Future Skills Leaders by 2030 to Strengthen Canada’s AI Workforce
April 20, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Economy
New Construction Contractor in Tampa Bay Delivers Turnkey Residential Homes Beyond Structural Shell Services
April 20, 2026
Via
Get News
Texas Built Construction on Cold Shell vs. Warm Shell vs. Second Generation Space
↗
April 20, 2026
Via
Talk Markets
Transaction in Own Shares
April 20, 2026
From
Shell plc
Via
GlobeNewswire
Brad Jacobs’ Midas Touch Could Turn QXO Into Your Next Big Winner
April 20, 2026
Billionaire Brad Jacobs has demonstrated the ability to turn anything he touches into gold across multiple industries. Building products distribution leader QXO is his latest venture and follows his...
Via
Barchart.com
Topics
Economy
Transaction in Own Shares
April 17, 2026
From
Shell plc
Via
GlobeNewswire
Tesla's May Have To Shell Out More Than $14 Billion Over Autopilot, FSD And Other Lawsuits: Report
↗
April 17, 2026
Tesla faces over $14.5 billion in possible costs from over 21 active lawsuits, including wrongful death and racial discrimination claims.
Via
Benzinga
Topics
Lawsuit
Best Gas Heat Exchanger Types for Efficient Energy Savings?
April 16, 2026
Via
AB Newswire
Topics
Energy
Transaction in Own Shares
April 16, 2026
From
Shell plc
Via
GlobeNewswire
Tiger Gold Intersects 169.7 m at 0.9 g/t Au of Porphyry-Style Mineralization at Tesorito, Including 25 m at 2.2 g/t Au
April 16, 2026
Vancouver, British Columbia--(Newsfile Corp. - April 16, 2026) - Tiger Gold Corp. (TSXV: TIGR) (FSE: D150) (OTCQB: TGRGF) ("Tiger" or...
Via
Newsfile
Allbirds Is Pivoting from Shoes to AI Compute. Should You Take a Gamble on BIRD Stock Today?
April 15, 2026
Allbirds shares skyrocket as the company announces a major AI pivot. Here’s why BIRD stock still isn’t worth owning in 2026.
Via
Barchart.com
Topics
Artificial Intelligence
Transaction in Own Shares
April 15, 2026
From
Shell plc
Via
GlobeNewswire
Global Economy Under Siege: IMF Slashes Growth Forecasts as Middle East Conflict Ignites Inflationary Firestorm
April 15, 2026
The International Monetary Fund (IMF) has delivered a sobering assessment of the global economy, significantly downgrading its growth outlook for 2026 while warning that the "shadow of war" now looms...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
48 Hours to Peace? Trump’s High-Stakes Diplomacy in Islamabad Triggers Global Oil Sell-Off
April 15, 2026
ISLAMABAD, Pakistan — In a stunning diplomatic gambit that has sent shockwaves through global financial markets, President Donald Trump arrived in Islamabad today, expressing unprecedented optimism...
Via
MarketMinute
Topics
Economy
Government
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