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home
about us
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Team Biographies
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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
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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International Business Machines
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Nvidia, Apple Were Not Among October's Top 3 Dow Stocks
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November 05, 2025
Dow stocks overall rose 2.5% in October. It was the index's best month since August and extended a win streak to six straight months.
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USC Breakthrough: Artificial Neurons That Mimic the Brain’s ‘Wetware’ Promise a New Era for Energy-Efficient AI
November 05, 2025
Los Angeles, CA – November 5, 2025 – Researchers at the University of Southern California (USC) have unveiled a groundbreaking advancement in artificial intelligence hardware: artificial neurons that...
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AI Achieves Atomic Precision in Antibody Design: A New Era for Drug Discovery Dawns
November 05, 2025
Seattle, WA – November 5, 2025 – In a monumental leap for biotechnology and artificial intelligence, Nobel Laureate David Baker’s lab at the University of Washington’s Institute for Protein Design...
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Sen. Shelley M Capito Has Sold Up to $155K Worth Of Microsoft Stock: Here's What You Should Know
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November 05, 2025
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Has Bitcoin's Q-day Countdown Begun? How Google's New Quantum Chip Could Break The Chain
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AI's Reality Check: Palantir Plunges Post-Earnings as Valuation Scrutiny Grips Global Tech Markets
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Hedera Gets Its First ETF: Canary's HBAR Fund Lets Investors Tap Into The Tokenization Boom
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Canary Capital Group’s new fund, the Canary HBAR ETF (NASDAQ:HBR), launched on Oct 28, marking a significant expansion of investors’ access to digital assets outside of Bitcoin and Ethereum.
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Benzinga
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AI Unleashes a New Era in Cell and Gene Therapy: A Quarter Century Update Reveals Transformative Potential
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The burgeoning fields of cell and gene therapy (CGT) are on the cusp of a profound revolution, driven by the relentless advancements in artificial intelligence. This transformative impact was a central...
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IBM’s AI Gambit: Thousands Cut as Big Blue Pivots to a Cognitive Future
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In a bold and somewhat stark demonstration of its commitment to an AI-first future, International Business Machines Corporation (NYSE: IBM) has undertaken significant workforce reductions over the past...
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Kyndryl (NYSE:KD) Reports Sales Below Analyst Estimates In Q3 Earnings, But Stock Soars 5.8%
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IT infrastructure services provider Kyndryl (NYSE:KD) missed Wall Street’s revenue expectations in Q3 CY2025, with sales falling 1.4% year on year to $3.72 billion. Its non-GAAP profit of $0.38 per...
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10 Information Technology Stocks Whale Activity In Today's Session
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Benzinga
Quantum Computing Company Infleqtion Is Going Public. It's a Nvidia Partner and Already Has Sales.
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Via
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AI’s Market Metamorphosis: How Intelligent Systems Are Rewriting Investment Playbooks
November 03, 2025
The financial world is in the midst of a profound transformation, driven by the relentless expansion of Artificial Intelligence. From sophisticated algorithms executing trades in milliseconds to...
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TokenRing AI
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UIW Pioneers Healthcare AI Literacy with Groundbreaking Courses on Cognitive Bias
November 03, 2025
The University of the Incarnate Word (UIW) is making a significant stride in preparing healthcare professionals for the age of artificial intelligence with the launch of two groundbreaking continuing...
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Brain-Inspired Revolution: Neuromorphic Computing Unlocks the Next Frontier for AI
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Neuromorphic computing represents a radical departure from traditional computer architectures, mimicking the human brain's intricate structure and function to create more efficient and powerful...
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The Quantum Leap in Silicon: How Semiconductor Manufacturing is Forging the Future of Hybrid Computing
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The future of computing is rapidly converging at the intersection of quantum mechanics and traditional silicon, promising a revolutionary shift that will redefine the very foundation of digital...
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Where Will D-Wave Quantum Stock Be in 10 Years?
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November 03, 2025
It could take decades for quantum computing technology to break into the mainstream.
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The Silicon Frontier: Charting the Course for Next-Gen AI Hardware
November 03, 2025
The relentless march of artificial intelligence is pushing the boundaries of what's possible, but its ambitious future is increasingly contingent on a fundamental transformation in the very silicon...
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TechMediaBreaks – Sekur Private Data Ltd. (CSE: SKUR) (OTCQX: SWISF) (FRA: GDT0) Launches Corporate and Premium Cybersecurity Plans
November 03, 2025
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Investor Brand Network
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A $1 Billion Reason to Buy AMD Stock Now
November 03, 2025
As AMD teams up with the DOE on a $1 billion supercomputer project, let’s break down why this could be a smart time to bet on AMD stock.
Via
Barchart.com
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Artificial Intelligence
ETFs
This AI Stock Is Cheaper Than AMD and Crushing It in Returns
November 03, 2025
While AMD’s prospects remain strong, other semiconductor players are offering better value.
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Barchart.com
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The Next Big Short Squeeze? Datavault AI's Army Says It's Coming For Wolfpack
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November 03, 2025
Datavault AI (DVLT) stock faced a Wolfpack-triggered short war, but a Reddit-fueled counterforce vowed to turn the selloff into a short squeeze.
Via
Benzinga
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1 Impressive Quantum Computing ETF I'm Strongly Considering Right Now
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November 03, 2025
Quantum computing could be the future of technology, but it's too early to pick winners.
Via
The Motley Fool
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A Once-in-a-Lifetime Opportunity: These 3 Quantum Computing Stocks Could Be Your Ticket to Becoming a Millionaire
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November 03, 2025
Quantum computing has the potential to produce some serious stock market winners.
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The Motley Fool
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