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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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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
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
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SAP SE ADS
(NY:
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-6.01 (-2.47%)
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Updated: 3:11 PM EST, Jan 2, 2026
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Big Data in Aerospace & Defense Market Is Booming Worldwide : Amazon Web Services, Cloudera, Oracle
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Healthcare BI Platform Market May See a Big Move : Microsoft, IBM, SAP SE
July 18, 2023
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SAP S/4HANA Migration For Maximising Business Value
July 17, 2023
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S&P Makes Weekly Advance As Inflation Reaches Lowest Level Since March 2021; Amazon, Microsoft, Alphabet And Major Banks Lead Market Optimism
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July 14, 2023
The S&P 500 is closing the week in the green in light of positive inflation data. The index was 2.48% higher on the week ahead of the market close Friday. Other major market indexes also showed an...
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Carve-Outs Enabling Smoother Transition to SAP S/4HANA Cloud Environment
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Approyo recognized as an Industry Leader in four Categories of the 2023 ACQ5 Global Awards
July 11, 2023
HALES CORNERS, Wis. - July 11, 2023 - PRLog -- Approyo, a leading enterprise SAP HANA Solutions Provider, announced today it has been recognized in four categories of the 2023 ACQ5 2023 Global Awards...
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PRLog
Accounting and Finance Software Market Next Big Thing : Major Giants- Intuit, Oracle, SAP, Infor
July 11, 2023
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Retail Core Banking Systems Market to See Huge Growth : Temenos, Oracle, Avaloq, Fiserv
July 10, 2023
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Procurement Software Market Investment Opportunities, Business Scope and Forthcoming Developments
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Cloud Computing in Banking Market May Set Massive Growth by 2030
July 06, 2023
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E-Procurement Tools Market – Major Technology Giants in Buzz Again : Bechtle AG, Coupa Software, Delta eSourcing
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Digital Transformation in Retail Market Is Booming Worldwide : IBM, Microsoft, Oracle
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How Can the SAP Cloud Platform Benefit a Business According to Realtimecampaign.com
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Transportation Management Systems (TMS) Market Is in Huge Demand: Descartes, Inet-Logistics, Efkon
July 05, 2023
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Microsoft To Power Moody's Next-Generation Solutions With Azure OpenAI Service
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June 29, 2023
Moody's Corp (NYSE: MCO) tapped Microsoft Corp (NASDAQ: MSFT) to deliver next-generation data, analytics, research, collaboration, and risk solutions for financial services and
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3 Cloud Computing Stocks to Target for Triple-Digit Returns in 2023
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June 29, 2023
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Aviation Software Market May See Big Move : CAMP Systems, Oracle, Trax
June 28, 2023
AMA Research has recently published a comprehensive study on the Global Aviation Software Market. This study provides an evaluation of the market size, trends, and forecasts up to 2028. It offers...
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Cyberattacks On Microsoft Tied to Russian Interests, Chip Stocks Nvidia, AMD Fall, United CEO Blames FAA As Storms Disrupt Flights: Today's Top Stories
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SAP CEO Christian Klein Bullish on AI, Touts Generative AI as Major Growth Driver
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June 28, 2023
SAP SE (NYSE: SAP) CEO Christian Klein expressed colossal growth potential in
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Ryan Cohen Sparks GME, BBBYQ Stock Interest With ERP Tweet
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June 27, 2023
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Don’t Fall for It! 3 Overhyped Tech Stocks to Avoid
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June 27, 2023
The rally this year has driven many stocks to unreasonably high levels, such as these three tech stocks to avoid.
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3 AI Stocks That Could Get an Amazon-AMD Deal Boost
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June 26, 2023
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Velocity Global Announces Ann-Christel Graham as Chief Revenue Officer
June 22, 2023
Velocity Global Announces Ann-Christel Graham as Chief Revenue Officer
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M&A Activity in EdTech and Smart Classroom Market to Set New Growth Cycle: Smart Technologies, Dynavox Systems, Blackboard
June 21, 2023
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