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home
about us
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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
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
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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
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Updated: 8:00 PM EST, Feb 9, 2026
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EchoStar, Energy Fuels, Eli Lilly, Hut 8, Nio: Stocks Making The Biggest Moves Today
↗
August 26, 2025
Via
Stocktwits
Jim Cramer Refuses To Chase Rally—Says 'We Sure Aren't Buying' Unless It's Discounted
↗
August 26, 2025
Jim Cramer is sitting out the current market rally, citing excessive intervention, overbought conditions as key reasons to remain cautious.
Via
Benzinga
Dow, Nasdaq Futures Dip Ahead Of Consumer Data: Strategist Says Fed Has 'Turned The Corner' But Asks If Powell Will 'Cut Fast Enough'
↗
August 26, 2025
Via
Stocktwits
Topics
Economy
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Salesforce Hackers Reportedly Target Farmers Insurance In Data Breach Affecting Over 1M Customers
↗
August 26, 2025
Via
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Topics
Data Breach
Hacking
Nvidia Rises, Wall Street Pauses As Oil Prices Jump To $65: What's Moving Markets Monday?
↗
August 25, 2025
Nvidia Corp. (NASDAQ:NVDA) is up 2% in midday trading Monday, moving within striking distance of its all-time high—now less than 2 percentage points away—as investors remain upbeat ahead of the...
Via
Benzinga
Trump Threatens China With ‘200% Or Something’ Tariffs If Magnets Deal Falls Through
↗
August 25, 2025
Via
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Topics
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Trump Eyes US Shipbuilding Revival In South Korea Deal Talks
↗
August 25, 2025
Via
Stocktwits
Topics
Government
Opendoor, Aehr, Intel, Tilray, Keurig: Stocks Making The Biggest Moves Today
↗
August 25, 2025
Via
Stocktwits
Trump Says Putin’s Dislike Of Zelenskyy Is Delaying Russia-Ukraine Peace Talks
↗
August 25, 2025
Via
Stocktwits
Topics
Government
S&P 500, Dow Futures Slip As Rate-Cut Euphoria Fades: Why This Strategist Says Buying At ‘All-Time’ Highs Isn’t Risky
↗
August 25, 2025
Last week, the S&P 500 Index, a measure of broader market performance, slipped for five straight sessions before rebounding sharply on Friday after Fed Chair Jerome Powell signaled a possible interest...
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Warren Buffett And Dow Jones Industrial Average Have 7 Stocks In Common: Do You Own Any Of The Top Picks?
↗
August 22, 2025
Berkshire Hathaway and the Dow Jones Industrial Average have some overlap on stocks that are held in both investment portfolios.
Via
Benzinga
Topics
Stocks
Jerome Powell Speech Sends Dow Soaring Nearly 900 Points On Surging Rate Cut Hopes
↗
August 22, 2025
Via
Stocktwits
Topics
Economy
Stocks
Marco Rubio Says Pausing Issuance Of Visas For Commercial Truck Drivers After Driver Without English Skills Charged In Fatal Wreck
↗
August 21, 2025
Via
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Peter Navarro Rules Out Steel, Aluminum Tariff Exemptions For EU And Other Allies
↗
August 21, 2025
Via
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DOJ Official Reportedly Urges Powell To Oust Fed Governor Lisa Cook Amid Fraud Probe
↗
August 21, 2025
Via
Stocktwits
Topics
Economy
Fraud
Tesla, Zoom, Nio, Tempus AI, Ubiquiti: Stocks Making The Biggest Moves Today
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August 22, 2025
Via
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Topics
Artificial Intelligence
Dow Hits Record Highs, Small Caps Soar On Powell's Shift: What's Moving Markets Friday?
↗
August 22, 2025
A strong rally erupted on Friday on Wall Street shortly after Federal Reserve Chair Jerome Powell delivered a notably dovish message during his highly anticipated speech at Jackson Hole.
Via
Benzinga
Topics
Economy
Stocks
Nasdaq, S&P 500 Futures Stutter As Market Awaits Powell Speech, Trump Announcement — Nvidia Stares At More Losses On Rumored H20 Order Pause
↗
August 22, 2025
Via
Stocktwits
Topics
Government
Stocks
Tech Stocks Eye Third Day Of Losses, Walmart Sinks: What's Moving Markets Thursday?
↗
August 21, 2025
Technology stocks on the Nasdaq 100 were poised for a third consecutive day of losses Thursday, as investors continued to adopt a risk-off stance ahead of Federal Reserve Chair Jerome Powell's speech...
Via
Benzinga
Topics
Economy
Trump’s Nearly $500M Civil Fraud Penalty Tossed By New York Appeals Court
↗
August 21, 2025
Via
Stocktwits
Topics
Fraud
Government
Nasdaq, S&P 500 Futures Flat After QQQ Falls For 5th Session: All Eyes On Walmart Earnings, Jackson Hole Conference
↗
August 21, 2025
Via
Stocktwits
Topics
Stocks
Palantir, AI Stocks Extend Losses Ahead Fed Minutes: What's Moving Markets Wednesday?
↗
August 20, 2025
A second day of selling pressure hit technology stocks tied to the AI theme on Wednesday, as sentiment cooled after an MIT report questioned the broad profitability of the new technology.
Via
Benzinga
Topics
Artificial Intelligence
Economy
Elizabeth Warren Says Trump Using Tariffs To Make Nations ‘Bend The Knee’
↗
August 20, 2025
Via
Stocktwits
Topics
Government
Trump Says Fed's Lisa Cook 'Must Resign Now'
↗
August 20, 2025
Via
Stocktwits
Topics
Economy
Government
US Stock Futures Lower After Tech Wreck Dents Sentiment — Strategist Sees Market In Holding Pattern In Run Up To Powell’s Jackson Hole Speech
↗
August 20, 2025
Via
Stocktwits
Trump, Zelenskyy Point To Possible Trilateral Talks On Russia-Ukraine War
↗
August 18, 2025
Via
Stocktwits
Topics
Government
Tech Stocks Drop, Palantir Plunges Over 8%: What's Moving Markets Tuesday?
↗
August 19, 2025
Tech stocks pulled back on Tuesday as the absence of fresh bullish catalysts prompted investors to take profits after the recent months-long rally.
Via
Benzinga
Trump Says ‘It’s Possible Putin Doesn’t Want To Make Deal’ – Urges Zelenskyy-Putin Meeting First
↗
August 19, 2025
The U.S. President warned that progress would depend on concessions from both sides, stating that Ukrainian President Volodymyr Zelenskyy would need to show some ‘flexibility.’
Via
Stocktwits
Topics
Government
Nasdaq, S&P 500 Futures Slip Ahead Of Home Depot Earnings — Strategist Says Market’s Next Leg Hinges On Powell’s Jackson Hole Speech
↗
August 19, 2025
Via
Stocktwits
Topics
Stocks
Trump Brokers Zelenskyy-Putin Meeting After Assuring Ukraine Security Guarantees In Talks With European Leaders: ‘Everyone Is Very Happy’
↗
August 18, 2025
The U.S. President said discussions focused on security guarantees for Ukraine, and added that a trilateral session, including him, could follow.
Via
Stocktwits
Topics
Government
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