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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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
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Microsoft
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Updated: 4:00 PM EDT, Jul 22, 2026
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From $135 to $154: Tracking SpaceX's Stock Volatility in Its First Weeks as a Public Company
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June 26, 2026
The popular space company's stock has come back to Earth after the hype wore off.
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June 26, 2026
Meta just rolled out its cheapest pair of smart glasses yet. Will it make a difference?
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June 26, 2026
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June 26, 2026
ServiceNow jumped nearly 10% on Friday while the broader market fell. Here's why.
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Microsoft Has Worst Month Since 2000, Micron Delivers Memorable Beat: This Week On Wall Street
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June 26, 2026
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Via
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Uncover the latest developments among dow jones stocks in today's session.
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June 26, 2026
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2 Battered Artificial Intelligence (AI) Stocks Near 52-Week Lows That Are Screaming Buys Now
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June 26, 2026
Microsoft's and Adobe have been hammered by the market.
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June 26, 2026
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JFrog (FROG) Stock Trades Up, Here Is Why
June 26, 2026
What Happened? Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 5.7% in the afternoon session after multiple analysts expressed a positive...
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Which S&P500 stocks are the most active on Friday?
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June 26, 2026
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Vanguard Total World vs iShares MSCI World: Which Global ETF Delivers Better Value
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June 26, 2026
Compare diversification, cost, and performance as two leading global ETFs take different approaches to capturing worldwide equity growth.
Via
The Motley Fool
Topics
ETFs
Dow Green This Week, Nasdaq Down 4%, and Microsoft Doing All the Work Today
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June 26, 2026
One index gained 1% this week. Another lost 4%. Microsoft and Micron explain most of the difference.
Via
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Explore the top gainers and losers within the dow jones index in today's session.
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Is SpaceX Overvalued Right Now?
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June 26, 2026
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June 26, 2026
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If a Stock Market Crash Is Coming, I'm Loading Up on This 1 Surefire Vanguard ETF
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June 26, 2026
The right investment is more important than ever if a downturn is looming.
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Why Are Workday (WDAY) Shares Soaring Today
June 26, 2026
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MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit with the Schall Law Firm
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Meta and Microsoft Look Cheap. But What If the Bears Are Right?
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June 26, 2026
The bull case for these two tech giants is compelling, but the bear case deserves a closer look than most investors are giving it.
Via
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Uncle Sam Plugs In: Nuclear Energy’s Cash Flow Moment Is Finally Here
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June 26, 2026
Federal low-interest credit and long-term corporate purchase agreements are fundamentally transforming nuclear energy into a highly stable growth sector.
Via
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Economy
Why This Underrated S&P 500 ETF May Be the Best Way to Invest in the Index Right Now
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June 26, 2026
You can take a different approach and still manage to invest in the same companies.
Via
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Dan Ives Says Microsoft And Meta Are Being Treated Like 'Bear Market' Stocks
↗
June 26, 2026
Dan Ives says investors are favoring Micron over Microsoft and Meta as hyperscalers navigate an AI monetization "air pocket" despite spending $700 billion on AI infrastructure.
Via
Benzinga
Topics
Artificial Intelligence
‘Maleficent 7’? Analyst Warns Microsoft Could Crash To $250
↗
June 26, 2026
Meta Description (155 characters):Microsoft heads for its worst month since 2000 as all Magnificent Seven stocks sink in June. One strategist now calls them the "Maleficent 7."
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SCHD vs. VIG: Should Income Investors Favor Dividend Yield or Growth Potential?
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June 26, 2026
Compare portfolio strategies, sector weights, and risk profiles to see how these two leading dividend ETFs stack up for long-term investors.
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VOOG vs. VONG: Which Vanguard Growth ETF Is the Better Buy?
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June 26, 2026
Portfolio concentration and benchmark differences set these two low-cost growth ETFs apart for investors seeking large-cap exposure.
Via
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Investigating Microsoft's Standing In Software Industry Compared To Competitors
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June 26, 2026
In today's fast-paced and competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies before making investment decisions. In this article, we...
Via
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Is Now the Time to Add an International ETF to Your Portfolio?
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June 26, 2026
Investors might realize that they've been neglecting a key method of diversification.
Via
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Topics
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ETFs
Economy
Amazon Is Now the Worst Performer Among the "Magnificent Seven" Over the Last 5 Years. Is Amazon a No-Brainer Buy, or Is There More Room to Fall?
↗
June 26, 2026
Amazon's aggressive capital expenditures are troubling some investors.
Via
The Motley Fool
Topics
Artificial Intelligence
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