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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
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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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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
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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International Business Machines
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228.85
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Updated: 7:00 PM EDT, Aug 17, 2026
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Boost Employability with Data Analyst Course in Delhi for Real Industry Projects with Free Alteryx, R and Gen AI Skills with IBM Certification Support by SLA Consultants India
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Citi’s Strategic Shift Pays Off: Strong Q1 2026 Earnings Signal Turning Point for Big-Bank Cohort
April 14, 2026
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IBM Analyst Slashes Price Target Ahead Of Q1 Results, Lowers Q2 Estimates
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April 13, 2026
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IBM is approaching earnings with tempered expectations as short-term pressures weigh on sentiment, while underlying momentum remains steady.
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IBM Pays $17 Million To Settle DEI Allegations In DOJ's First False Claims Act Win
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April 11, 2026
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April 08, 2026
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Arm Holdings Downgraded on AI CPU Roadmap Costs and Growth Fears
April 07, 2026
On Tuesday, April 7, 2026, the high-flying semiconductor sector faced a stark reality check as Morgan Stanley (NYSE: MS) issued a high-profile downgrade for Arm Holdings (NASDAQ: ARM). The firm moved...
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IBM Secures Major Federal AI Foothold as watsonx Portfolio Gains FedRAMP Authorization
April 07, 2026
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As IBM and Arm Partner on AI, Which Is the Better Tech Stock to Buy?
April 06, 2026
IBM brings stability and dividends, while Arm offers high-growth AI upside at a steep price.
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IBM Fortifies Federal AI Dominance with 11 New FedRAMP Authorizations
April 06, 2026
ARMONK, N.Y. – In a move that significantly reshapes the landscape of government technology, International Business Machines Corp. (NYSE: IBM) has announced the successful FedRAMP authorization of 11...
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1 of Wall Street’s Favorite Stock with Promising Prospects and 2 We Avoid
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Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptic...
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Got $1,000? This Agentic AI Growth Stock Is Down 87% From Its Highs
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April 05, 2026
UiPath is turning a profit now, but can it continue?
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3 Energy Stocks to Buy as AI Power Demand Surges—and 2 to Avoid
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April 05, 2026
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Consumer Tech News (Mar 30-Apr 2): Tesla, Nio, XPeng Drive EV Growth, Apple iPhone 17, Meta Ray-Ban Launches & More
↗
April 04, 2026
Microsoft, IBM, AMD, and Intel make key AI and semiconductor moves, including in-house model development, dual-architecture hardware, and full ownership of Fab 34.
Via
Benzinga
Topics
Artificial Intelligence
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