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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
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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Treasuries
(TSX:
BRK
)
36.24
+0.08 (+0.22%)
Streaming Delayed Price
Updated: 3:59 PM EST, Jan 16, 2026
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The S&P 500 Is Roaring by Record Highs. History Says the Stock Market Will Do This Next.
↗
September 06, 2025
The U.S. stock market has delivered surprisingly strong returns in 2025, but history and Wall Street say the index will trade sideways in the remaining months of the year.
Via
The Motley Fool
Topics
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Does Warren Buffett Know Something Wall Street Doesn't? The Billionaire Is Hoarding Hundreds of Billions in Cash and Only Owns 2 "Magnificent Seven" Stocks
↗
September 06, 2025
The Oracle of Omaha has largely stayed on the sidelines in recent years, despite the bull market.
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The Trillion-Dollar AI Question
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September 05, 2025
AI spending is approaching $1 trillion per year, but will there be a return from that spending?
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Artificial Intelligence
Warren Buffett Masterminded The Kraft Foods, HJ Heinz Merger A Decade Ago – Its Split Has ‘Disappointed’ The Oracle Of Omaha
↗
September 02, 2025
Via
Stocktwits
Powerball Hits $1.8 Billion: 10 Things To Buy With Winnings, Including Cryptocurrency, Stocks, Gold And Tesla Vehicles
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September 05, 2025
The Powerball drawing set for Saturday Sept. 6 continues to grow and is approaching records, currently set at $1.8 billion.
Via
Benzinga
Charlie Munger's $100K Rule Gets An Inflation Reality Check—And The Math Is Eye-Opening
↗
September 05, 2025
Via
Benzinga
Topics
Economy
Ross Gerber Slams Warren Buffett's Apple Exit, Rejects AI Bubble Comparisons As 'Dumb' Doubts Over Tech Growth Swirl
↗
September 05, 2025
Tech investor Ross Gerber dismissed comparisons between the AI boom and the dot-com bubble. He also criticized Warren Buffett for reducing his stake in Apple Inc. (NASDAQ: AAPL).
Via
Benzinga
Topics
Artificial Intelligence
Berkshire Hathaway, Raymond James Financial, Apollo Global And A Consumer Cyclical Stock On CNBC's 'Final Trades'
↗
September 05, 2025
Experts name top stock picks, including Raymond James Financial, Berkshire Hathaway, Apollo Global, and Amazon, as market landscape shifts.
Via
Benzinga
Does Warren Buffett Know Something Wall Street Doesn't? He's Buying Shares of This Industry Giant Two-Thirds of Analysts Say Not to Buy.
↗
September 05, 2025
Berkshire Hathaway's buying into this industry that's facing multiple headwinds.
Via
The Motley Fool
Topics
Regulatory Compliance
Charlie Munger Called Himself A Costco 'Addict' — 'They Did It All Right And They Had a Lot of Parking,' Praising Oversized 10-Foot Spaces
↗
September 04, 2025
Via
Benzinga
With Rate Cuts Ahead, Buffett-Backed Builders Look Like a Buy
↗
September 04, 2025
If the Fed cuts rates this month, it could serve as the impetus for homebuilders’ stocks to take the next leg up. Here are two that Warren Buffett owns.
Via
MarketBeat
Topics
Credit Cards
Economy
Is Berkshire Hathaway the Smartest Investment You Can Make Today?
↗
September 04, 2025
Berkshire Hathaway's stock has underperformed the broader market since Warren Buffett announced his retirement in May.
Via
The Motley Fool
Topics
Economy
Retirement
When Warren Buffett Says to Buy an S&P 500 Index Fund, Is He Advocating Putting 20% of Your Investment Portfolio in Nvidia, Microsoft, and Apple?
↗
September 04, 2025
The U.S. stock market should do well for long-term investors, even if Buffett isn't enthusiastic about its current leadership.
Via
The Motley Fool
Topics
Economy
Stocks
Kraft Heinz On Chopping Block: Split Plan Sours Berkshire's Taste
↗
September 03, 2025
Kraft Heinz fundamentals "remain soft," the stock is under pressure due to a possible sale by the largest shareholder, Berkshire Hathaway.
Via
Benzinga
This Is Warren Buffett's Main Lesson for Investors, and It's Not What You Think
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September 03, 2025
There's much to learn from the Oracle of Omaha, and investors shouldn't miss this crucial lesson.
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The Motley Fool
Why Constellation Brands Stock Pulled Back Today
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September 02, 2025
A guidance cut sank the shares.
Via
The Motley Fool
Topics
Immigration
World Trade
These Were the 3 Top-Performing Stocks in the Dow Jones Industrial Average in August 2025
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September 02, 2025
Most of this interest is rooted in presumption rather than a reflection of these companies' proven results.
Via
The Motley Fool
Topics
Credit Cards
Stocks
World Trade
Buffett Warns Kraft Heinz Split Won't Fix Struggles, Despite Management's Push
↗
September 02, 2025
Warren Buffett called Kraft Heinz's two-company split disappointing and unlikely to fix its issues, with KHC sliding ~6.5% to $26.14.
Via
Benzinga
Is Alibaba Stock a Warren Buffett-Worthy Investment?
↗
September 02, 2025
Alibaba has many characteristics of a "Buffett stock," but investors should carefully weigh any potential positions in it.
Via
The Motley Fool
31.3% of Warren Buffett's $303 Billion Portfolio Is Invested in 3 Artificial Intelligence (AI) Stocks
↗
September 02, 2025
You won't find Warren Buffett chasing the latest stock market trends, but several of Berkshire's existing holdings are proponents of the artificial intelligence revolution.
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
Billionaire Warren Buffett Sold 41% of Berkshire's Stake in Bank of America and Is Piling Into 2 Magnificent Stocks for a 4th Straight Quarter
↗
September 02, 2025
The Oracle of Omaha can't stop buying shares of these industry-leading companies with robust capital-return programs.
Via
The Motley Fool
Warren Buffett Sells Apple Stock and Buys a Restaurant Stock Up 4,270% Since 2005
↗
September 02, 2025
Warren Buffett's Berkshire Hathaway continued to buy shares of Domino's Pizza during the second quarter.
Via
The Motley Fool
Topics
Artificial Intelligence
Lawsuit
Warren Buffett Just Spent $3.9 Billion Investing in 10 Different Stocks. Here's the Best of the Bunch.
↗
September 01, 2025
Buffett's buy list expanded in 2025, but this name stands out from the group.
Via
The Motley Fool
Topics
Fraud
Regulatory Compliance
Warren Buffett Tells Investors Their Obituary Could Be A Key To Succeeding At Life
↗
September 01, 2025
Warren Buffett once told investors that their death could play a key role in how they should be living life today.
Via
Benzinga
Inside Warren Buffett's Decision to Keep Leading Berkshire Hathaway in His 90s
↗
August 31, 2025
Warren Buffett's retirement decision has sparked debates about his reasons for working past the typical retirement age and his current choice to step aside.
Via
Benzinga
Topics
Retirement
This Warren Buffett-Approved Investment Could Turn $300 Per Month Into $1 Million
↗
August 31, 2025
Warren Buffett has wowed investors with market-beating returns for nearly 60 years.
Via
The Motley Fool
Topics
ETFs
Economy
'I Was Making Money Not Doing Anything,' Says Barstool Founder Dave Portnoy, Claiming He Can Now Pull In $5 Million A Week
↗
August 30, 2025
Via
Benzinga
Warren Buffett 'Won Everything' Playing Games With Sister Growing Up: Did His Monopoly Strategy Change With Investing?
↗
August 30, 2025
Warren Buffett played Monopoly with his sister as a kid. His sister recalls the investor winning every match using one strategy.
Via
Benzinga
Topics
Product Recall
An Interviewer Regrets Not Giving $10,000 To Warren Buffett When They First Met—'I Think You'd Have A Little Over $15 Million Now'
↗
August 30, 2025
Via
Benzinga
Warren Buffett Turns 95: A Highlight For Ever Decade Of The Oracle Of Omaha's Life
↗
August 30, 2025
To celebrate Warren Buffett's 95th birthday, a look back at a highlight for every decade of his life including some of his best and worst investments.
Via
Benzinga
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