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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)
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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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
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-0.25 (-1.46%)
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Updated: 3:59 PM EST, Feb 12, 2026
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Google AI's Updates Show Its Ambitions To Go Beyond Automating Tasks As It Aims To Revolutionize Business Operations
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April 11, 2024
Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) kicked off its annual Google Cloud Next conference on Tuesday, April 9th in Las Vegas.
Via
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Mercedes Alabama Workers Gear Up For UAW Union Election: Report
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April 05, 2024
Workers at Mercedes Benz Group in Vance, Alabama, push for union election, backed by UAW. A vote expected by May.
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Mercedes-Benz Faces Legal Blow In Diesel Emissions Case: Report
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March 28, 2024
German Court Rules Against Mercedes-Benz in Diesel Emissions Case - Owners of GLC and GLK Models Seek Compensation. Mercedes-Benz Group AG (OTC: MBGYY) faces liability as court holds it responsible for...
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3 Promising Stocks Poised to Ride the Auto Industry’s Megatrends Higher
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March 26, 2024
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LCID Stock Alert: Lucid Motors Appoints a New General Counsel
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January 30, 2024
Lucid has appointed Matt Everitt as its new General Counsel. Everitt last served as Mercedes-Benz North America's General Counsel.
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January 25, 2024
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January 19, 2024
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January 11, 2024
These small-cap growth stocks have massive upside potential ahead and are betting on sectors with huge TAMs.
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Major Automakers Challenge NHTSA's Call For Massive Air Bag Inflators Recall: Report
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December 20, 2023
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Got Fun Money? Buy These 3 Ultra-Speculative Stocks
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December 08, 2023
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Jon Rahm Bolts PGA Tour For LIV Golf: How Departure Of World's Third-Ranked Golfer Could Shake Things Up
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December 08, 2023
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As the volatile market inevitably gets de-risked, these three China stocks could benefit from having strong risk-reward profiles.
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From Tesla To Toyota: UAW Launches Ambitious Campaign To Unionize Top Auto Players
↗
November 29, 2023
The United Auto Workers union has initiated a campaign to unionize workers at 13 non-union automakers across the United States.
Via
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FSR Stock Alert: Fisker Delivers 100 Vehicles a Day With New Strategy
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November 17, 2023
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Why Rivian Stock Is the Best EV Investment Not Named ‘Tesla’
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November 10, 2023
As Rivian Automotive makes headway in Georgia and in Canada, RIVN stock looks like a great portfolio addition even if you're a fan of Tesla.
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LCID Stock: Lucid Motors Says It Will Adopt Tesla’s Charging Standard
↗
November 07, 2023
Lucid announced that it would start utilizing Tesla’s charging standard for EVs in 2025. This is unlikely to do much for LCID stock.
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Warning Lights: 3 Red Flags Hovering Over LCID Stock’s Horizon
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November 02, 2023
The famed luxury EV maker has had a troubled 2023 with declining deliveries and underwhelming financial performance.
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BYD Outperformed Tesla While Li Auto And XPeng Revealed Delivery Records
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November 01, 2023
On October 30th, Tesla Inc (NASDAQ: TSLA) rival, BYD Company Limited (OTC: BYDDY), reported its highest ever quarterly profit for its third quarter.
Via
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Tesla Signals Strategy Reversal, Ford To Go Slow On Electrification, Nikola's $165M Legal Windfall And More: Biggest EV Stories Of The Week
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Here’s How BMW (BMWYY) Stock Could Be the Best EV Investment in 2024
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October 23, 2023
One Wall Street analyst sees BMW as a likely EV winner. Here's why this expert believes there is growth ahead for BMWYY stock.
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7 EV Stocks That Can Drive You to Financial Freedom
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October 21, 2023
With EV prices dropping, analysts say two-thirds of global auto sales could be EVs by 2030. All of which is great news for EV stocks.
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TSLA Stock: Hyundai Just Jumped on Board the Tesla Bandwagon
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October 05, 2023
Hyundai has just announced that it, along with Kia and Genesis, will adapt Tesla's charging standard starting in late 2024.
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InvestorPlace
Ticking Time Bombs: 3 Auto Stocks to Dump Before the Damage Is Done
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October 02, 2023
Investors should see these companies as auto stocks to sell as the UAW strike wears on and its negative effects become clearer.
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NIO Stock Alert: Nio Allegedly Is in Talks With Mercedes-Benz
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September 28, 2023
Nio stock is on the rise Thursday as investors react to reports that the company was holding discussions with Mercedes-Benz.
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Mercedes-Benz Targets Japan's Affluent Executives With Revamped GLE SUVs: Report
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September 28, 2023
Mercedes-Benz Group (OTC: MBGAF) (OTC: MBGYY) has reportedly rolled out refreshed iterations of its GLE sport-utility vehicles in Japan, aiming them squarely at senior executives and affluent business...
Via
Benzinga
Formula One 'On The Cutting Edge Of Technology': McLaren Racing CEO On Why Tech Industry Is Rushing To Motor Sports
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September 25, 2023
The rise in popularity of Formula One is attracting big-name tech companies to motor sports. So where are tech and the car industries headed?
Via
Investor's Business Daily
Revving Up Payments: Mercedes Joins Forces With Mastercard For In-Car Digital Transactions
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September 25, 2023
Mercedes Benz Group AG (OTC: MBGAF) has partnered with Mastercard Inc (NYSE: MA) to
Via
Benzinga
Tesla Owners Pick Models From These 3 Auto Companies If They Move On
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September 19, 2023
Electric vehicle company Tesla Inc (NASDAQ: TSLA) has dominated the market in many places around the world, including the U.S.
Via
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September 19, 2023
Navigate the lucrative avenues of metaverse stocks in the rapidly evolving tech space offering robust upside
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3 Stocks That Could Easily Hand You 1,000% Gains by 2026
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September 17, 2023
Analysts expect these businesses to expand tremendously in the years ahead, and their stocks could deliver quadruple-digit gains.
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