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home
about us
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Team Biographies
Firm ADV PDFs
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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FIP
Event Schedule
TAM
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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
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Shell plc
(NY:
SHEL
)
89.92
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Updated: 7:00 PM EDT, Aug 13, 2026
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Titanium Grade 2 Heat Exchanger Market to Reach USD 620 Million by 2034 at 9.1% CAGR
↗
July 29, 2026
The global Titanium (Grade 2) Shell and Tube Heat Exchanger for Seawater Heat Pump Market size was valued at USD 285 million in 2025. The market is project
Via
Talk Markets
Williams and Sons Custom Construction Announces Expanded Custom Homes Services Throughout Southwest Missouri
July 28, 2026
CASSVILLE, MO - July 28, 2026 - Williams and Sons Custom Construction and Design, a family-owned custom home builder based in Cassville, Missouri, announces the expansion of its comprehensive...
Via
Press Advantage
Kicker's Showcases Premier Seafood Raw Bar Program on Morro Bay Waterfront
July 28, 2026
MORRO BAY, CA - July 28, 2026 - Kicker's, the established waterfront dining destination at 885 Embarcadero in Morro Bay, continues to distinguish itself through its dedicated raw bar program...
Via
Press Advantage
Marine Diesel Oil Market to Reach USD 34.15 Billion by 2032 at 3.9% CAGR
↗
July 28, 2026
Marine Diesel Oil (MDO) market size was valued at USD 25.48 billion in 2024. The market is projected to grow from USD 26.78 billion in 2025 to USD 34.15 bi
Via
Talk Markets
Topics
Energy
Shell PLC-ADR (NYSE:SHEL): An Undervalued Value Stock with Solid Fundamentals
↗
July 27, 2026
Via
Chartmill
7 Checks Before Building a Pool in North Texas
July 24, 2026
Via
AB Newswire
Adams Pool Solutions Highlights How Pool Tile Replacement Transforms Bay Area Pools
July 27, 2026
PLEASANTON, CA - July 27, 2026 - Adams Pool Solutions, a leading pool renovation company serving the San Francisco Bay Area since 1953, is emphasizing the critical role that tile...
Via
Press Advantage
Transaction in Own Shares
July 27, 2026
From
Shell plc
Via
GlobeNewswire
Top New-Generation Low-Noise, Energy-Efficient Bitcoin Miners and All-in-One Air- and Hydro-Cooled Turnkey Containers for Large-Scale Renewable Data Centers in Europe and North America
July 25, 2026
Via
GlobePRwire
Application of hydraulic rising column in airport
July 24, 2026
Via
AB Newswire
High-quality portable high-pressure washer in stock
July 24, 2026
Via
AB Newswire
Transaction in Own Shares
July 24, 2026
From
Shell plc
Via
GlobeNewswire
Global Metal Plating ABS Resin Market to Reach USD 768 Million by 2034, Growing at a CAGR of 6.3%
↗
July 24, 2026
Global Metal Plating ABS Resin market was valued at USD 504 million in 2025 and is projected to reach USD 768 million by 2034, exhibiting a remarkable CAGR
Via
Talk Markets
Are Fiberglass Pool Builders Worth the Investment? Here's the Answer
↗
July 24, 2026
Installing a swimming pool is a major decision for any homeowner. It not only enhances the beauty of your outdoor space but also creates a place where fami
Via
Talk Markets
The press release isn’t dead – it’s just gotten a lot smarter finds latest market research
July 24, 2026
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Topics
Artificial Intelligence
Transaction in Own Shares
July 23, 2026
From
Shell plc
Via
GlobeNewswire
Ice Cream Season: The Dairy Alliance Breaks Down Frozen Dairy Desserts for National Ice Cream Month
July 23, 2026
July 23, 2026 --
Via
24-7 Press Release
Wearing hard hats is no mere formality – Several practical experiments show how crucial the chin strap is
July 22, 2026
Via
AB Newswire
Transaction in Own Shares
July 22, 2026
From
Shell plc
Via
GlobeNewswire
Why Cal-Maine Foods Stock Just Cracked
↗
July 22, 2026
Cal-Maine blames "historically low" egg prices for a surprise Q4 loss.
Via
The Motley Fool
Topics
Earnings
Cal-Maine Foods Q4 Earnings Call Highlights
↗
July 22, 2026
Cal-Maine Foods (NASDAQ:CALM) reported a sharp decline in fourth-quarter results as historically low conventional shell egg prices weighed on revenue and margins, while management emphasized progress...
Via
MarketBeat
Topics
Earnings
How to Choose the Right Dry Cleaner for Your Down Jacket in London
↗
July 22, 2026
Professional down jacket dry cleaning in London helps protect insulated jackets, restore loft, and maintain premium outerwear throughout the winter season.
Via
Talk Markets
Designing the Ultimate Quiet Practice Space
↗
July 21, 2026
Creating an inspiring practice environment at home encourages consistent daily musical exploration. However, managing volume levels and physical space cons
Via
Talk Markets
High Performance Hydraulic Fluid to Reach USD 1.7 Billion by 2030, Driven by Expanding Heavy Equipment Industries and Stringent Environmental Regulations
↗
July 21, 2026
Global High Performance Hydraulic Fluid market, valued at approximately USD 1.2 billion in 2023, is projected to grow at a steady Compound Annual Growth Ra
Via
Talk Markets
Volta Extends Land Position at Springer Top-10* North American Rare Earth Deposit; Historical Drilling on New Ground Returns up to 1.97% TREO - Remains Open for Expansion
July 21, 2026
HIGHLIGHTSVolta has agreed to acquire an 8.3-hectare mineral claim (the "Acquired Claim") immediately east of and contiguous with its Springer...
Via
Newsfile
Transaction in Own Shares
July 21, 2026
From
Shell plc
Via
GlobeNewswire
All Pro Newton Deck Builders Announces Pool Deck Services
July 20, 2026
NEWTON, MA - July 20, 2026 - All Pro Newton Deck Builders has formalized a dedicated pool deck division, offering homeowners a structured range of design, construction, and resurfacing solutions...
Via
Press Advantage
Transaction in Own Shares
July 20, 2026
From
Shell plc
Via
GlobeNewswire
Global Immersion Cooling Fluid Market Growing at 23.0% CAGR Through 2032
↗
July 18, 2026
According to a new report from Intel Market Research, the global Immersion Cooling Fluid Materials market was valued at USD 463 million in 2024 and is proj
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Talk Markets
Topics
Electric Vehicles
Why Interior Designers Use a Mother of Pearl Side Table to Make Cheap Rooms Look Expensive?
↗
July 18, 2026
We’ve all seen those high-end interior design portfolios where the rooms look effortlessly luxurious, layered, and incredibly expensive. Then, we try to re
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