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home
about us
Investment Approach
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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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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
-5.47 (-2.33%)
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Updated: 7:00 PM EDT, Aug 17, 2026
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Global M&A Surges to $1.2 Trillion in Q1 2026 as AI Consolidation and Strategic Resilience Defy High Rates
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D-Wave Quantum Stock Has Lost Two-Thirds of Its Value. Time to Buy?
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Quantum Links AI Delivers on the Promise of Hybrid Quantum-Classical Computing
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3 Cash-Producing Stocks We Approach with Caution
April 01, 2026
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Salesforce Insiders Signal Defiant Optimism with Massive Share Purchases Amidst 'SaaSpocalypse'
March 31, 2026
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Palantir Is Down 29% From Its High. Here's What Every Investor Needs to Know Right Now.
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March 31, 2026
Palantir has reported substantial revenue growth, but the stock has an even more substantial valuation.
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24ieye Enhances Online Brand Reputation with 24/7 Digital Media Monitoring
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Everyone Is Rotating Out of Artificial Intelligence (AI) Stocks. Here's Why That Could Be a Costly Mistake in 2026.
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The SaaSpocalypse of 2026: How Generative AI Broke the Software Growth Engine
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The software-as-a-service (SaaS) industry, for two decades the crown jewel of the public markets, is facing a fundamental existential crisis. As of March 30, 2026, a brutal "Great Repricing" has wiped...
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Light-Speed Listing: Xanadu Quantum’s $3.1B Nasdaq Debut Ignites a New Era for AI and Cybersecurity
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The financial heart of the technology sector shifted toward the subatomic this week as Xanadu Quantum Technologies (NASDAQ: XNDU) officially began trading on the Nasdaq. Marking a historic milestone as...
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1 Stock Under $50 to Keep an Eye On and 2 Facing Challenges
March 30, 2026
Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks. But their headline...
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Irresistible Change: How to Spot Real Growth
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The Newest Big Idea From Elon Musk: Terafab
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The Motley Fool’s Hidden Gems Team takes a look at trends moving the market.
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What to Expect From International Business Machines' Q1 2026 Earnings Report
March 27, 2026
International Business Machines is set to report its FY2026 first-quarter results next month, with analysts expecting low double-digit earnings growth.
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The AI Architect: A Deep-Dive into Accenture’s Strategic Integration of Anthropic’s Claude
March 26, 2026
As of March 26, 2026, the professional services landscape is undergoing its most profound structural shift since the dawn of the internet. At the center of this metamorphosis is Accenture (NYSE: ACN),...
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The Sentinel of the AI Era: A Deep-Dive into CrowdStrike (CRWD) and the Rise of AgentWorks
March 26, 2026
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Finterra
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Artificial Intelligence
Initial Public Offering
Lawsuit
2 Reasons IBM's COBOL Fears Are Overblown
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March 26, 2026
AI can translate COBOL code, but that's the easy part. Here's what investors missed on Feb. 23.
Via
The Motley Fool
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CrowdStrike Teams Up With IBM And Intel To Launch Autonomous AI Security Hub
↗
March 26, 2026
CrowdStrike expands AI-powered security with IBM, Intel, and launches Charlotte AI AgentWorks ecosystem for agentic SOC transformation.
Via
Benzinga
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3 Profitable Stocks We Keep Off Our Radar
March 26, 2026
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifi...
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Streaming and Data as the New Frontier of Baseball Consumer Spending
March 25, 2026
Following the record-breaking viewership of the 2026 World Baseball Classic (WBC), a fundamental shift in consumer behaviour has emerged among baseball fans. Spending is shifting from one-off stadium...
Via
MerxWire
Topics
Economy
New Research Analysis Reveals Education Systems Destroy 96% of Children’s Creative Genius Between Ages 5 and 15
March 25, 2026
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AB Newswire
GoodVision AI Claims New Solution for AI “Token Shortage”
March 25, 2026
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Topics
Artificial Intelligence
Amazon, IBM Gets 2X ETF Treatment As Tradr Expands Single-Stock Bets
↗
March 24, 2026
Tradr ETFs launches four 2X leveraged single-stock ETFs targeting Amazon, IBM, Applied Optoelectronics, and Hecla Mining.
Via
Benzinga
Topics
ETFs
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