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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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Micron Technology
(NQ:
MU
)
345.87
UNCHANGED
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Updated: 4:00 PM EST, Jan 12, 2026
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10 Information Technology Stocks Whale Activity In Today's Session
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October 29, 2025
Via
Benzinga
Nvidia Shatters Records with $5 Trillion Market Cap, Cementing AI Revolution Leadership
October 29, 2025
Santa Clara, CA – October 29, 2025 – In a historic moment for the technology sector, Nvidia (NASDAQ: NVDA) has officially achieved an unprecedented $5 trillion market capitalization, becoming the first...
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Nvidia Shatters Records: The $5 Trillion Milestone and Its Reshaping of the Tech World
October 29, 2025
In a truly historic moment for the financial markets and the technology sector, Nvidia Corporation (NASDAQ: NVDA) has officially achieved an unprecedented $5 trillion market capitalization as of...
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Global Economic Crosscurrents: Navigating US Stock Market Trends Amidst Shifting Trade Winds
October 29, 2025
The global economic landscape as of late October 2025 presents a nuanced picture of moderate growth, persistent inflation, and evolving geopolitical dynamics. While the US stock market has surged to...
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S&P 500's Historic Surge: AI Fueling New Frontiers Amidst Valuation Concerns
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Micron Technology Unusual Options Activity For October 29
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October 29, 2025
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Tech Sector Soars to Record Highs, Fueled by Unprecedented AI Innovation
October 28, 2025
The global financial markets are currently witnessing an extraordinary surge, largely propelled by the relentless ascent of the technology sector. As of October 2025, investor optimism surrounding...
Via
MarketMinute
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Nations Race for Chip Supremacy: A Global Surge in Domestic Semiconductor Investment
October 28, 2025
The world is witnessing an unprecedented surge in domestic semiconductor production investment, marking a pivotal strategic realignment driven by a complex interplay of economic imperatives, national...
Via
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Supermicro Smashes AI Trading Records With Intel And Micron — What's Powering The Surge?
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October 28, 2025
Super Micro Computer Inc (SMCI) set STAC-M3 benchmark records by collaborating with Intel Corp (INTC) & Micron Technology, Inc (MU) for quantitative trading.
Via
Benzinga
Topics
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NVIDIA Soars 2.8% Mid-Day as AI Demand Continues to Fuel Market Optimism
October 27, 2025
NVIDIA (NASDAQ:NVDA) experienced a notable surge in its stock price today, climbing 2.8% during mid-day trading on Monday, October 27, 2025. This significant upward movement underscores the persistent...
Via
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Does the Trump-Induced Quantum Stock Rally Have Legs?
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October 27, 2025
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Precious Metals Plunge as Trade Optimism Fuels Stock Market Frenzy
October 27, 2025
Optimism surrounding a potential US-China trade deal has sent a ripple through global financial markets, manifesting in a striking dichotomy: a simultaneous decline in the prices of gold and silver,...
Via
MarketMinute
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The AI Supercycle: Reshaping the Semiconductor Landscape and Driving Unprecedented Growth
October 27, 2025
The global semiconductor market in late 2025 is in the throes of an unprecedented transformation, largely propelled by the relentless surge of Artificial Intelligence (AI). This "AI Supercycle" is not...
Via
TokenRing AI
Topics
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Economy
Emissions
Gold's Gleam Dims: Trade Truce Between US and China Sends Safe-Haven Demand Tumbling
October 27, 2025
Gold prices have experienced a notable downturn in late October 2025, marking one of the sharpest corrections in over a decade. After an extraordinary rally throughout the year, which saw the precious...
Via
MarketMinute
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Gold and Silver Tumble as US-China Trade Deal Hopes Ignite Risk-On Sentiment
October 27, 2025
Kuala Lumpur, Malaysia – October 27, 2025 – Global financial markets are buzzing with optimism this Monday morning, as renewed hopes for an imminent US-China trade deal have sent a wave of relief...
Via
MarketMinute
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Gold Tumbles, Silver Extends Losses as U.S.-China Trade Hopes Erode Safe-Haven Appeal
October 27, 2025
October 27, 2025 – Precious metals are experiencing a significant downturn today as burgeoning optimism for a comprehensive U.S.-China trade deal sends investors fleeing from safe-haven assets towards...
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5 Different ETFs for Every Kind of Investor
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October 27, 2025
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Dow Jones Soars to New Record High Amidst Wave of Optimism, Signaling Robust Market Confidence
October 27, 2025
The Dow Jones Industrial Average (DJIA) recently achieved a significant milestone, surging by over 200 points to close at an unprecedented all-time record high in October 2025. This remarkable ascent...
Via
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US-China Trade Deal Hopes Propel Dow, S&P 500, and Nasdaq to Historic Highs
October 27, 2025
Optimism surrounding a potential breakthrough in US-China trade negotiations has sent Wall Street's major indices soaring to unprecedented levels. On Monday, October 27, 2025, the Dow Jones Industrial...
Via
MarketMinute
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Micron (MU): Buy, Sell, or Hold Post Q3 Earnings?
October 27, 2025
Micron has been on fire lately. In the past six months alone, the company’s stock price has rocketed 179%, setting a new 52-week high of $219.50 per share. This was partly due to its solid quarterly...
Via
StockStory
Trump's White House Ballroom Donors Include Google, Micron, Palantir and More
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October 26, 2025
The $300 million cost of Trump's ballroom is being covered entirely by private donors, including several major corporations.
Via
Benzinga
Topics
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Undervalued and Profitable: This Magnificent Artificial Intelligence (AI) Stock Can Soar Higher After Skyrocketing 140% in 2025
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October 24, 2025
This chipmaker is trading at an attractive valuation despite recording stunning gains in 2025.
Via
The Motley Fool
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Artificial Intelligence
Market Soars to New Highs as Inflation Cools and AI Boom Continues, But Energy Prices Stoke Caution
October 25, 2025
New York, NY – October 25, 2025 – The global stock market concluded the week ending October 25, 2025, with a powerful upward trajectory, pushing major indices to unprecedented record highs. This robust...
Via
MarketMinute
Topics
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Market Minute: Dow Hits Record Highs, S&P 500 Surges Past 6,800 as Inflation Cools
October 24, 2025
October 24, 2025 – The U.S. stock market experienced an electrifying day of trading, with major indices soaring to unprecedented levels. The Dow Jones Industrial Average (DJIA) shattered previous...
Via
MarketMinute
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Discover which S&P500 stocks are making waves on Friday.
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October 24, 2025
Curious about the top performers within the S&P500 index one hour before the close of the markets on Friday? Dive into the list of today's session's top gainers and losers for a comprehensive...
Via
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10 Information Technology Stocks Whale Activity In Today's Session
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October 24, 2025
Via
Benzinga
Global Inflation Crossroads: Fed Poised for Cuts Amidst 'Benign' Outlooks and Shifting Commodity Valuations
October 24, 2025
The global financial landscape is currently navigating a pivotal moment, marked by a nuanced and often contradictory inflation narrative. While the U.S. consumer price index (CPI) recorded a 3.0...
Via
MarketMinute
Topics
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Is the AI Boom Turning Into a Bubble? Here's What Smart Investors Should Watch.
↗
October 24, 2025
AI is transforming tech, but investors should watch one key attribute to evaluate the sector.
Via
The Motley Fool
Topics
Artificial Intelligence
Micron Technology Soars to All-Time High Amidst AI-Driven Semiconductor Boom
October 24, 2025
New York, NY – October 24, 2025 – Micron Technology (NASDAQ: MU) has achieved a monumental milestone, with its stock price hitting an unprecedented all-time high of $214.78 USD. This historic surge,...
Via
MarketMinute
Topics
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Economy
Supply Chain
CoreCompute AI Solutions (NASDAQ: CCAI) Soars 19% as AI Demand Fuels Doubled Earnings
October 24, 2025
October 24, 2025 – In a resounding testament to the insatiable demand for artificial intelligence infrastructure, CoreCompute AI Solutions (NASDAQ: CCAI), a leading provider of high-density,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
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