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home
about us
Investment Approach
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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
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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Procter & Gamble
(NY:
PG
)
156.01
+0.79 (+0.51%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 10, 2026
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Inflation's Resurgence and the Specter of Stagflation: A Deep Dive into Market Concerns
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Reflecting On Household Products Stocks’ Q2 Earnings: Procter & Gamble (NYSE:PG)
August 31, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how household products stocks fared in Q2, starting with Procter...
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3 Standout Themes That Emerged From Earnings Season
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Market Jitters: Wall Street Braces for Continued Volatility
September 02, 2025
The U.S. stock market is once again sending signals of caution, as major indices experienced a notable pullback from their recent record highs in early September 2025. This downturn, following a robust...
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What Is the Highest Procter & Gamble Stock Has Ever Been?
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5 Top Stocks to Buy in September
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New Motley Fool Research Reveals the 10 Largest Consumer Staple Companies. Here's Which Dividend King Is Still Flying Under the Radar.
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The Looming Shadow: Investor Alarm Rings as Federal Reserve Independence Faces Unprecedented Challenge
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The Unsettling Dance: Robust Growth and Stubborn Inflation Challenge the Fed's Resolve
August 28, 2025
The U.S. economy currently navigates an intriguing, yet precarious, path as hypothetical Q2 2025 data suggests a robust rebound in Gross Domestic Product (GDP) growth. This economic buoyancy, however,...
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P&G to Webcast Presentation From the Barclays Global Consumer Staples Conference, September 4, 2025
August 28, 2025
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Navigating the Tempest: Why Diversification and Active Management are Paramount in Today's Volatile Markets
August 27, 2025
The global financial markets are currently navigating a tempest of elevated volatility and profound uncertainty, a landscape that has become the new normal for investors worldwide. From persistent...
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Tech Titans' Soaring Valuations Spark Market Jitters: Is a Correction Looming?
August 27, 2025
The United States stock market finds itself at a precarious crossroads, with valuations for mega-cap technology and growth stocks reaching unprecedented, historic highs. This extraordinary rally,...
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The $7 Trillion Question: A Tidal Wave of Capital Poised to Reshape Stock Markets
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An unprecedented sum of approximately $7.19 trillion currently sits in money market funds, a colossal reservoir of capital that has captivated the attention of financial strategists worldwide. This...
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Inflationary Pressures Persist: Navigating a Slowing Economy and Weakening Labor Market
August 26, 2025
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U.S. Leading Economic Index Dips: A Harbinger of Economic Slowdown or a False Alarm?
August 26, 2025
The U.S. Leading Economic Index (LEI) has experienced a consistent decline in recent months, sparking concerns about the nation's economic trajectory for the second half of 2025. While the current...
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The Great Rebalancing: Sector Rotation Signals a Shifting Market Landscape
August 26, 2025
The stock market is currently undergoing a significant rebalancing act, as investors strategically shift their capital from one sector to another in anticipation of evolving economic conditions. This...
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U.S. Labor Market Softens, Paving the Way for Potential Fed Rate Cut
August 26, 2025
The U.S. labor market is showing clear signs of cooling, with key indicators such as the unemployment rate, nonfarm payrolls, and unemployment insurance claims all pointing towards a softening trend....
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Navigating the Economic Crosscurrents: GDP Soars, But Inflationary Pressures Persist
August 26, 2025
The U.S. economy finds itself at a critical juncture, exhibiting a robust rebound in Gross Domestic Product (GDP) growth while simultaneously grappling with persistent and, in some areas, accelerating...
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Consumer Spending Slows Amid Weakening Sentiment and Tariff Worries
August 25, 2025
The American consumer, long a pillar of economic strength, is showing signs of fatigue in 2025. A period of modest growth in spending is now being overshadowed by a noticeable weakening in consumer...
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3 Dividend Growth Leaders to Buy Now
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If I Could Only Buy 1 S&P 500 Stock From Each Sector for the Rest of 2025, I'd Go With These 11 Dividend Stocks
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Incorporating top stocks from a variety of sectors can be an effective way to balance out an investment portfolio.
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