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about us
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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
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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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Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Total Asset Fund (TAF)
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Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Coinbase Global, Inc.
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Updated: 4:00 PM EDT, Mar 13, 2026
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Kevin Hassett at the Helm? Unpacking the Potential Shift in Federal Reserve Leadership
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UK Ushers in New Era for Digital Assets: Crypto Granted Full Property Status
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Market Roars Back: Stocks Surge, Bitcoin Breaks New Ground in a Resurgent Risk-On Environment
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Bitcoin Solidifies Position Above $90,000, Eyes New Horizons After Reaching 2025 All-Time Highs
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Jamie Dimon Once Called Bitcoin a ‘Fraud.’ Now, JPMorgan Is Quietly Making Blockchain History and Betting This ‘Crypto Winter’ Will Be Short-Lived.
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Via
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Bitcoin Surges, Trump-Owned Miner Rebounds After Insider Sales
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National Cryptocurrency Association, Coinbase, and Operation HOPE Announce New initiative to Empower Communities Through Crypto Literacy
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National Cryptocurrency Association
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These S&P500 stocks are moving in today's pre-market session
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Binance Becomes First Major Crypto Exchange To Offer Parent-Controlled Crypto Accounts For Kids
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Wall Street Rebounds as Boeing Takes Off, MongoDB Soars and Bitcoin Snaps Back Above $91K
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Via
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Cathie Wood's Bold Coinbase Bet Grows Despite Bitcoin Volatility, Ark Amps Up Bet On Peter Thiel-Backed Bullish
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Coinbase to Participate in Goldman Sachs 2025 Financial Services Conference
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From
Coinbase Global, Inc.
Via
Business Wire
Coinbase (COIN) Stock Is Up, What You Need To Know
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Market Roars Back: Tech and Crypto Lead Major Index Gains in a Resurgent Economy
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These S&P500 stocks are moving in today's session
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December 02, 2025
Stay informed about the performance of the S&P500 index in the middle of the day on Tuesday. Uncover the top gainers and losers in today's session for valuable insights.
Via
Chartmill
BlockDAG’s Meteoric Presale Soars Past $436 Million, Eyes Ambitious $1 Valuation Amidst Market Speculation
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December 2, 2025 – BlockDAG (BDAG), a burgeoning cryptocurrency project, has captured significant market attention with its remarkably aggressive presale campaign, which has now amassed over $436...
Via
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Bitcoin Navigates Turbulent Waters: Resilience Tested Amidst Market Downturn
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Bitcoin, the bellwether of the cryptocurrency market, is currently grappling with a significant downturn, pushing its price into a bear market territory as of early December 2025. Despite a year marked...
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MarketMinute
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Crypto Market Roiled by Institutional Inflows and Regulatory Shifts Amidst Volatile Corrections
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The digital asset landscape is currently experiencing a dynamic period marked by a significant surge in institutional interest and pivotal regulatory advancements, even as the market grapples with...
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US Stocks Find Footing Amidst Stabilizing Bond Yields and Bitcoin's Resurgence
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Stocks and Bitcoin in a Delicate Dance: Market Rebounds Amidst Underlying Volatility
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Via
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