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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
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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
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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
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Trump, Zelenskyy Point To Possible Trilateral Talks On Russia-Ukraine War
↗
August 18, 2025
Via
Stocktwits
Topics
Government
Stocks Muted Ahead Trump-Zelenskyy Meeting, First Solar Jumps: What's Moving Markets Monday?
↗
August 18, 2025
Investor risk sentiment paused at the start of the week, as markets awaited details expected to emerge later when President Donald Trump meets with Ukrainian President Volodymyr Zelenskyy and European...
Via
Benzinga
Topics
Government
Trump Hosts Zelenskyy, European Leaders At White House – Insists ‘I Know Exactly What I’m Doing’
↗
August 18, 2025
Via
Stocktwits
Topics
Government
Home Depot Q2 Earnings Preview: Analyst Says Retailer 'Well Positioned In A Choppy Macro' Environment
↗
August 18, 2025
Home Depot could show strength from its growing professional segment when it reports Q2 financial results Tuesday.
Via
Benzinga
Dow, S&P 500 Futures Slip At Start Of Trading Week After Deadlocked Trump-Putin Summit — Spotlight On Week’s Jackson Hole Symposium
↗
August 18, 2025
Via
Stocktwits
Topics
Stocks
Trump Says Tariffs On Steel, Chips Coming Next Week
↗
August 15, 2025
Via
Stocktwits
Topics
Government
Fed Chair Contender Marc Sumerlin Says 50-Point Rate Cut ‘Pretty Much A No-Brainer’
↗
August 14, 2025
Via
Stocktwits
Topics
Economy
US Stock Futures Tread Water Ahead Of PPI Data — Strategist Warns Of 3 Looming Risks To Record Rally
↗
August 14, 2025
Via
Stocktwits
Trump Hosts Zelenskyy, EU Leaders at White House As He Steps Up Pressure To ‘Almost Immediately’ End Ukraine War, Says ‘No Getting Back Obama-Given Crimea’
↗
August 17, 2025
Via
Stocktwits
Topics
Government
Trump, Putin Set For High-Stakes Alaska Summit – US President Says ‘He’ll Walk’ If Peace Talks Fall Short
↗
August 15, 2025
The Alaska Summit between U.S. President Donald Trump and Russian President Vladimir Putin comes as Ukrainian President Volodymyr Zelenskyy alleges recent Russian advances are aimed at strengthening...
Via
Stocktwits
Topics
Government
World Trade
UnitedHealth's Best Day Since 2008, Intel's Best Weekly Gain In Decades: What's Moving Markets Friday?
↗
August 15, 2025
Major tech-heavy indices edged lower from record highs by midday Friday in New York, as investors adopted a cautious stance ahead of the Trump-Putin meeting and after data showed a dip in consumer...
Via
Benzinga
Topics
Economy
Warren Buffett's Top 10 Berkshire Bets Span Apple, Coca-Cola, Finance And Oil
↗
August 15, 2025
Warren Buffett's top 10 stock holdings in the Berkshire Hathaway portfolio shows a preference to several sectors.
Via
Benzinga
Goldman Sachs Economist Sticks To Tariff Warning After Trump’s Criticism
↗
August 13, 2025
Via
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Topics
Government
Trump Seeks Ceasefire, Floats Land Swaps In Call With Zelenskyy Ahead Of Putin Summit
↗
August 13, 2025
Via
Stocktwits
Topics
Government
Dow Jones, S&P 500 Futures Edge Higher After Wholesale Inflation Data Dampens Wall Street Rally — Analysts Don’t Bet On A Smooth Fed Cut Ride
↗
August 15, 2025
Via
Stocktwits
Topics
Economy
Stocks
Trump Says Inflation Has Hit ‘Perfect Number’
↗
August 14, 2025
The President said there’s hardly any inflation at all, citing that 401(k)s and the stock market are soaring.
Via
Stocktwits
Topics
Economy
Government
Stocks Slip, Bitcoin Plunges On Inflation Spike: What's Moving Markets Thursday?
↗
August 14, 2025
Wall Street struggled to extend record highs on Thursday, as investors opted to lock in profits and adopt a more cautious stance after U.S. producer inflation posted its largest increase in three...
Via
Benzinga
Topics
Economy
Small Caps Rally, AMD Hits 13-Month Highs: What's Moving Markets Wednesday?
↗
August 13, 2025
Tech-heavy indices were little moved on Wednesday, while small caps and blue chips surged as investors rotated into lagging names, signaling a broadening market rally.
Via
Benzinga
Trump Reportedly Weighing 11 Candidates For Fed Chair Role – Here’s The Full List
↗
August 13, 2025
Via
Stocktwits
Topics
Economy
Government
Inflation Report Is Out, Traders Factor In Three 25 Bps Rate Cuts By December
↗
August 12, 2025
Via
Stocktwits
Topics
Economy
Today's Market Wrap: A Day of Rallies, Rate Cut Hopes, and Shifting Fortunes
August 13, 2025
Today, financial markets experienced a significant uplift, with a broad-based rally sweeping across major indices. The surge was primarily fueled by fresh inflation data that suggested a cooling...
Via
MarketMinute
Topics
Bonds
Economy
Stocks
S&P 500, Nasdaq Futures Dip Ahead Of Fed Speeches, More Earnings: Strategist Flags Key Stock Picks As Markets Climb ‘Wall Of Worry’
↗
August 13, 2025
Via
Stocktwits
Topics
Economy
Stocks
Nasdaq 100, S&P 500 Hit New All-Time Highs, Airlines Jump: What's Moving Markets Tuesday?
↗
August 12, 2025
Wall Street is in full rally mode after July’s inflation data eased fears that tariff-related cost pressures were widespread. The headline Consumer Price Index (CPI) came in below expectations, holding...
Via
Benzinga
Topics
Economy
Stocks
Inflation Report Shows CPI Up 2.7% In July, Rises Less Than Expected
↗
August 12, 2025
Via
Stocktwits
Topics
Economy
Dow Futures Flat As Wall Street Awaits Inflation Data: INTC, CRWV, CRCL, CE, ONON Among Stocks To Watch
↗
August 12, 2025
Analysts at Goldman Sachs and JPMorgan project CPI to edge up to 2.8% on an annual basis, up from 2.7% in June.
Via
Stocktwits
Topics
ETFs
Economy
Government
US Stock Futures Jittery Despite US-China Trade Truce Extension: Strategist Says Tamer Inflation Print Key For Constructive Longer-Term Outlook
↗
August 11, 2025
Via
Stocktwits
Topics
Economy
Intel Jumps Ahead Of Trump Meeting, Bitcoin Tops 120,000: What's Moving Markets Monday?
↗
August 11, 2025
U.S. equities opened the week with little momentum as traders kept risk-taking in check ahead of a packed economic and geopolitical calendar.
Via
Benzinga
Topics
Government
Trump Declares ‘Liberation Day’ in DC, Pushes Takeover Of City Police
↗
August 11, 2025
The President said that the National Guard would be deployed to help “re-establish” law and order.
Via
Stocktwits
Topics
Government
Nasdaq, S&P 500 Futures Rise After Major Tech Indices Hit New Highs — Technical Strategist Says Market Likely To See ‘Pretty Good Lift’ This Week
↗
August 11, 2025
Via
Stocktwits
Topics
Stocks
Tech Stocks Eye Record Highs As Magnificent Seven Top $19.5 Trillion: What's Moving Markets Friday?
↗
August 08, 2025
Tech stocks staged a full rebound from last Friday's sell-off, with the Nasdaq 100 surging to 23,600 — just shy of the 23,700 all-time high set in late July, as the week’s strong sector earnings and...
Via
Benzinga
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