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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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Visa
(NY:
V
)
329.17
+1.29 (+0.39%)
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Updated: 7:00 PM EST, Jan 14, 2026
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The Motley Fool Just Ranked the Biggest Financial Stocks. Here's Why the No. 3 Pick Could Be Your Best Investment.
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The recent acquisition of Discover is much more than the mere union of two competing credit card issuers.
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Smart Money Is Betting Big In Visa Options
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Investors looking to double down on mega cap stocks like the "Ten Titans" may want to take a closer look at this low-cost ETF.
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The Best Warren Buffett Stock to Buy With $1,000 Right Now
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This company looks too attractive to pass up.
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Warren Buffett And Dow Jones Industrial Average Have 7 Stocks In Common: Do You Own Any Of The Top Picks?
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Berkshire Hathaway and the Dow Jones Industrial Average have some overlap on stocks that are held in both investment portfolios.
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3 Must-Know Facts About Visa Before You Buy the Stock
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August 22, 2025
Visa's critical position in the economy makes it worthy of closer consideration for investors' portfolios.
Via
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3 Reasons Investors Love Visa (V)
August 22, 2025
Since February 2025, Visa has been in a holding pattern, posting a small loss of 1.6% while floating around $344.30. The stock also fell short of the S&P 500’s 6.4% gain during that period.
Via
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As Buffett as it Gets: 7 Reasons Why Berkshire Hathaway Just Bought This Monster Health Insurance Stock
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These Leading Retailers Are Considering Stablecoins. Should Investors Be Excited or Wary?
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August 20, 2025
The biggest retail businesses could see profits improve for two reasons.
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Initial Public Offering
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This stalwart ETF offers a little bit of everything and could outperform the S&P 500 if the Magnificent Seven stocks tumble.
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You Can Now Send Money to Venezuela with MyBambu!
August 19, 2025
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Is Solana a Millionaire-Maker?
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This Red-Hot Vanguard ETF Just Hit an All-Time High. Here's Why It's Still Worth Buying in August.
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The Vanguard Dividend Appreciation ETF has an excellent balance of growth, income, and value stocks.
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Why Solaredge Technologies Was Soaring on Friday
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August 15, 2025
There was some serious pushback against the Trump administration's efforts to curb subsidies for wind and solar energy.
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Supporting the Development of Shanghai as an International Consumption Center SPDB’s High-Quality “Big Retail” Financial Services Shine at “Shanghai Summer”
August 15, 2025
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Press Release Distribution Service
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SUNRATE Secures Payment Business Licence In China
August 15, 2025
SINGAPORE - Media OutReach Newswire - 15 August 2025 - SUNRATE, the global payment and treasury management platform, today announced it has secured a...
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Here's Why Smart Money Is Starting to Treat Stablecoins Like Cash -- Not Just Trading Tools
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Stablecoins are much more than a novelty in the world of financial instruments now.
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Global Immigration Partners PLLC Expands USA E2 Visa Services
August 14, 2025
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Press Release Distribution Service
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Immigration
VISA ALERT: Bragar Eagel & Squire, P.C. is Investigating Visa Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
August 14, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
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Investors often look to Warren Buffett's investment portfolio for a source of ideas. Here are two Buffett stocks I'd buy today, plus one stock to avoid.
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Tech and Communication Services Lead S&P 500 Sectoral Gains
August 13, 2025
The S&P 500 has recently experienced a robust upswing, with the Technology and Communication Services sectors leading the charge, demonstrating significant gains of 1.6% and 1.9% respectively. This...
Via
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Moving to Spain? TG Legal Consulting simplifies visas, tax and settlement for expats
August 13, 2025
Via
Get News
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Immigration
From investment to income, the rise of non-lucrative visas after the Golden Visa era
August 13, 2025
Via
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