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home
about us
Investment Approach
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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
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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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
FIP
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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SAP SE ADS
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Updated: 7:00 PM EST, Jan 2, 2026
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FinTech Software Market May See a Big Move : Accenture, IBM, Red Hat
September 15, 2023
Stay up-to-date with FinTech Software Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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Geeky News Discusses DKSH's Seamless Transition to SAP S/4HANA
September 13, 2023
Geeky News Discusses DKSH's Seamless Transition to SAP S/4HANA - IssueWire
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Environment Health and Safety Market May See a Big Move : Enablon, Gensuite, Enviance, Cority
September 13, 2023
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Peering Into SAP's Recent Short Interest
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September 12, 2023
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Why Social Responsibility Is Your Business’s Secret Weapon
September 07, 2023
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SAP Puts Its Money Where Its Mouth Is, Invests In Generative AI Startups
↗
September 12, 2023
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Visual Data Discovery Market May Set New Growth Story
September 12, 2023
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Aerospace & Defense Business Software and Services Market to See Booming Growth : Infor, Accenture, QuEST Global
September 12, 2023
Aerospace & Defense Business Software and Services Comprehensive Study by Application (Supply Chain Management, Inventory Management, Fleet Management, Others), Components (Software, Services),...
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AI in Fashion Market : An Exclusive Study on Upcoming Trends and Growth 2023-2028: Microsoft, IBM, Google, AWS, SAP
September 11, 2023
Stay up-to-date with AI in Fashion Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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Asian and European Markets Mixed, Energy Rises While US Futures Trade In Red - Global Markets Today While US Was Sleeping
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September 12, 2023
On Monday, September 11, the U.S. markets ended higher; the Nasdaq saw a substantial rise, boosted by Tesla's (NASDAQ: TSLA) surge driven by optimism around artificial intelligence.
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Big Data Platform Market Giants Spending Is Going to Boom : Microsoft, Teradata, IBM, Oracle
September 08, 2023
Stay up-to-date with Big Data Platform Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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Private Blockchain Technology in Energy Market to See Huge Growth by 2030
September 08, 2023
Get a view on Private Blockchain Technology in Energy Market sales by marketing channels. Target important market by region and tap important dynamics of this industry.
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Optimi Health Will Supply Psychedelics To Canada's SAP, Secures CA$1M Private Financing
↗
September 08, 2023
Health Canada has approved an amendment to Optimi Health’s (OTCQX: OPTHF) dealer's license, effectively allowing the company to supply MDMA and psilocybin drugs to the country’s Special Access Program...
Via
Benzinga
Approyo Brand Ambassador wins Championship
September 07, 2023
Rob Radmann wins the 2023 SCCA Formula Atlantic ChampionshipMILWAUKEE - Sept. 7, 2023 - PRLog -- Approyo, Inc., the leader in global SAP Services and Solutions, today announced that their Brand...
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PRLog
Industrial Blockchain Market May See a Big Move : AWS, SAP, Intel, Oracle
September 07, 2023
Stay up-to-date with Industrial Blockchain Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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Artificial Intelligence
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Intellectual Property
Accounting and Budgeting Software Market to See Strong Growth Momentum by Key Players Prophix, FreshBooks, QuickBooks, Planful
September 07, 2023
Accounting and Budgeting Software Market Demand
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SBWire
SAP Helps Customers In Driving Business Transformation With LeanIX Buyout
↗
September 07, 2023
SAP SE (NYSE: SAP) penned a deal to acquire privately-held LeanIX, an enterprise architecture management (EAM) software provider,
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Benzinga
Dark Analytics Market Projected to Show Strong Growth : Cohesity, AvePoint, Teradata, Veritas
September 06, 2023
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Big Data Technology & Services Market to Eyewitness Huge Growth by 2030 : Microsoft, Oracle, Hewlett-Packard, SAS Institute
September 06, 2023
NJ New Jersey, USA -- (SBWIRE) -- 09/06/2023 -- The latest study released on the Global Big Data Technology & Services Market by AMA Research evaluates market size, trend, and forecast to 2030. The Big...
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SBWire
Accounting Management Software Market Is Expected to Boom Worldwide by 2028 : FreshBooks, Intuit, SAP SE
↗
September 05, 2023
Pune, Maharashtra -- (SBWIRE) -- 09/05/2023 -- Stay up to date with Accounting Management Software Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry...
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Explore How Franke Home Solutions’ Journey With Spadoom Led To Unprecedented Success
September 05, 2023
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Want to Get Richer? 7 Best Stocks to Buy Now in September 2023
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September 04, 2023
Here are top stocks to buy now that could unlock explosive gains in your growth stock portfolio, including one hidden gem.
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Bill Wittress, 12 Year Veteran of Microsoft, Joins Slacker Radio as Head of Business Development and Partnerships
August 31, 2023
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
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Commerce Cloud Market to Witness Major Growth by 2028 : IBM, SAP, Salesforce, Apttus
↗
August 30, 2023
Stay up to date with Commerce Cloud Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Digital Transformation in Energy & Utilities Market Is Booming Worldwide : Palo Alto Networks, IBM, Microsoft, SAP, Accenture
August 30, 2023
Stay up-to-date with Digital Transformation in Energy & Utilities Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Fund Accounting Software Market Is Thriving Worldwide with SAP, J.D. Edwards & Company, DATABASICS
August 30, 2023
Fund Accounting Software Market Growth
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SBWire
Corporate Performance Management (CPM) Software Market Doubtless to Enhance Future Progress with SAP, Longview Solutions, Sightline Systems
↗
August 25, 2023
The Global Corporate Performance Management (CPM) Software Market has witnessed continuous growth in the past few years and may grow further during the forecast period (2023-2031). The market Study is...
Via
SBWire
Blockchain in Logistics Market May See a Big Move : COSCO, Amazon, Walmart, Shipchain
August 23, 2023
Stay up-to-date with Blockchain in Logistics Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Economy
Digital Transformation in Healthcare Market Is in Huge Demand : Waracle, Crayon, CA Technologies
August 23, 2023
Get Digital Transformation in Healthcare Market analysis, key vendors & competitive scenario of the market prepared using market research tools such as Porter’s five forces and SWOT analysis.
Via
SBWire
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Cloud Analytics Market to Witness Major Growth by 2028 : SAP SE, Oracle, Teradata, Google
↗
August 22, 2023
The Global Cloud Analytics Market to witnessed good recovery in growth post first half of 2023 and is projected cover up market sizing during the forecast period (2023-2030).
Via
SBWire
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