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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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SAP SE ADS
(NY:
SAP
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236.92
-5.99 (-2.47%)
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Updated: 4:10 PM EST, Jan 2, 2026
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Cloud Accounting Solution Market Is Expected to Boom Worldwide by 2028 : Intuit, Sage, Microsoft, SAP, Infor
↗
August 22, 2023
Stay up to date with Cloud Accounting Solution Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
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Spadoom Strikes Gold: A New Era of Innovation and Excellence Begins with SAP Gold Partner Status
August 21, 2023
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CPG Software Solution Market May See a Big Move: GE Digital, Larsen & Toubro Infotech, Jaggaer
August 21, 2023
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Digital Space Solution Market Is Set to Experience a Revolutionary Growth : Google, Oracle Corporation, SAP SE
↗
August 18, 2023
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Special Education Software Market Is Set to Fly High in Years to Come : Oasys, Oracle, SAP
↗
August 17, 2023
Pune, Maharashtra -- (SBWIRE) -- 08/17/2023 -- 2023-2031 Report on Global Special Education Software Market by Player, Region, Type, Application and Sales Channel is the latest research study released...
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Looking Into SAP's Recent Short Interest
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August 14, 2023
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Working in the World’s Most Sustainable Buildings Is Good for Employee Morale and for Business
August 01, 2023
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Research Reveals Potential Growth Blockchain in Energy & Utilities Carries in Global Market
August 15, 2023
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SBWire
Geeky Tech Reports on RISE With SAP Accelerating India's Leading Airline Company's Digital Transformation
August 14, 2023
The successful migration from on-premise legacy mainframe infrastructure to the SAP Cloud platform establishes a robust basis for the company's path towards digital transformation
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Content Analytics Discovery and Cognitive Systems Market – Major Technology Giants in Buzz Again : Google, Symantec Cor., SAP SE, Adobe Systems
August 08, 2023
Content Analytics Discovery And Cognitive Systems Market
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Online Corporate Compliance Training Market SWOT Analysis by Key Players SkyPrep, MobieTrain, iSpring, NAVEX Global
August 08, 2023
Stay up-to-date with Online Corporate Compliance Training Market research offered by AMA. Check how key trends and emerging drivers are shaping this industry growth.
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Looking Into SAP's Recent Short Interest
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July 28, 2023
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Benzinga
Sales Order Processing Automation for SAP Business One Announced by EchoVera
July 27, 2023
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AtomWatch by Kitepipe Is Now Available to 25,000 Customers on the Datadog Marketplace
August 02, 2023
About Kitepipe Kitepipe knows Boomi better.™ Kitepipe’s All-Boomi team empowers Boomi users to build, maintain and improve their Boomi integrations, from AWS to NetSuite, Salesforce to SAP, and beyond....
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AMD To Rally Around 16%? Here Are 10 Other Analyst Forecasts For Wednesday
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August 02, 2023
Rosenblatt raised the price target for Pinterest, Inc. (NYSE: PINS) from $27 to $35. Rosenblatt analyst Barton Crockett upgraded the stock from Neutral to Buy. Pinterest shares fell 3.4% to $27.97 in...
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Benzinga
INNOVAPTE Introduces Its Suite of SAP Add-On Applications to Streamline Operations for SAP ECC - S/4 HANA Users
August 01, 2023
INNOVAPTE Introduces Its Suite of SAP Add-On Applications to Streamline Operations for SAP ECC & S/4 HANA Users - IssueWire
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Buy Alert: 3 AI Stocks Nearing Super Attractive Entry Points
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August 01, 2023
AI-focused stocks have largely rallied this year, thus inflating valuations, but there are still buying opportunities for nimble investors.
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Why Vodafone Shares Are Surging Today
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July 24, 2023
Vodafone Group Plc (NASDAQ: VOD) shares are trading higher by around 5% after it reported the
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Benzinga
The Latest Analyst Ratings for SAP
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July 21, 2023
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Benzinga
Why SAP Shares Are Sliding Today
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July 20, 2023
SAP SE (NYSE: SAP) shares are sliding following the release of its financial results for the second quarter ended June 30, 2023.
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Benzinga
Olera.care Secures $2.3 Million Funding To Develop Advanced AI Technology for Nationwide Social Assistance Program Targeting Senior Citizens
July 31, 2023
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Hackaback Technologies: Pioneering the Future of Technology Solutions in India, Germany, and the UK, with Unmatched Expertise in SAP Smart Manufacturing, Data Science & AI, and App Development
July 31, 2023
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AB Newswire
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Smart Education Infrastructure Market Next Big Thing : IBM, Saba Software, Oracle, SAP
July 31, 2023
Smart Education Infrastructure Market Challenges
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SBWire
Digital Transformation in Fashion Market Is Booming Worldwide : Google, Microsoft, IBM, Autodesk
July 27, 2023
Stay up-to-date with Digital Transformation in Fashion Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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SBWire
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Economy
Earnings Preview For SAP
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July 19, 2023
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Benzinga
Indirect Tax Management Market Is Booming Worldwide : Avalara, Automatic Data Processing, Thomson Reuters, Intuit, H&R Block
July 26, 2023
Stay up-to-date with Indirect Tax Management Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
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Economy
Enterprise Artificial Intelligence Market Projected to Show Strong Growth : SAS Institute, IBM, Microsoft
July 25, 2023
Stay up-to-date with Enterprise Artificial Intelligence Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
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Energy & Utility Analytics Market Competitive Intelligence Study – Insights on Market Challenges and New Trends
July 24, 2023
Energy & Utility Analytics Market Growth
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SBWire
Dow Jones Leads Market Advance As Tesla, Netflix, Taiwan Semiconductor Hit Growth: Weekly Review
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July 21, 2023
But all the major indexes are at or near 15-month highs.
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Investor's Business Daily
IBM, The 'O.G.' AI, Spark Excitement For Watson's New Skills
↗
July 20, 2023
Via
Benzinga
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