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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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Fidelity National Information Services
(NY:
FIS
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44.13
+2.21 (+5.27%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 13, 2026
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The Great February Exodus: Analyzing the Record $3.56 Billion Bitcoin ETF Outflow
January 12, 2026
The month of February 2025 has etched itself into the history books of the digital asset industry, not for a soaring rally, but for a staggering institutional retreat. In a dramatic reversal of the...
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From Pixels to Playable Worlds: Google’s Genie 3 Redefines the Boundary Between AI Video and Reality
January 12, 2026
As of January 12, 2026, the landscape of generative artificial intelligence has shifted from merely creating content to constructing entire interactive realities. At the forefront of this evolution is...
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Texas Legislation 2.0: Lone Star State Refiles Reserve Bill to Onboard Ethereum and Solana
January 12, 2026
AUSTIN, TEXAS — On January 12, 2026, Texas State Representative Giovanni Capriglione (R-Southlake) officially refiled a landmark piece of legislation aimed at drastically expanding the state's digital...
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Trump’s Tariff Shockwaves: Bitcoin Slumps to $89,060 as $516M Flees Spot ETFs
January 12, 2026
The "Trump Trade" that propelled the cryptocurrency market to historic heights throughout 2025 has met its most formidable adversary: the reality of a global trade war. Following the administration's...
Via
BreakingCrypto
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Economy
Beyond the Protein: How AlphaFold 3 Redefined the Blueprint of Life and Accelerated the Drug Discovery Revolution
January 12, 2026
In the two years since its unveiling, AlphaFold 3 (AF3) has fundamentally transformed the landscape of biological research, moving the industry from simple protein folding to a comprehensive "all-atom"...
Via
TokenRing AI
Topics
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2 Millionaire-Maker Quantum Computing Stocks
↗
January 12, 2026
IonQ and D-Wave Quantum both have huge potential upside if they become quantum computing leaders.
Via
The Motley Fool
Topics
Artificial Intelligence
FIS Launches Industry-First Offering Enabling Banks to Lead and Scale in Agentic Commerce
January 12, 2026
From
Fidelity National Information Services
Via
Business Wire
FIS Completes Strategic Acquisition of Global Payments’ Issuer Solutions Business and Sale of Worldpay Stake
January 12, 2026
From
Fidelity National Information Services
Via
Business Wire
Can $10,000 Invested in IonQ Transform Into $1 Million?
↗
January 10, 2026
IonQ is seen as the leader among quantum computing pure plays.
Via
The Motley Fool
Topics
ETFs
The Great Resolution War: Sora 2’s Social Storytelling vs. Veo 3’s 4K Professionalism
January 09, 2026
As of January 9, 2026, the generative video landscape has transitioned from a playground of experimental tech to a bifurcated industry dominated by two distinct philosophies. OpenAI and Alphabet Inc....
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
The End of the AI “Wild West”: Grok Restricts Image Generation Amid Global Backlash over Deepfakes
January 09, 2026
The era of unrestricted generative freedom for Elon Musk’s Grok AI has come to a sudden, legally mandated halt. Following months of escalating controversy involving the creation of non-consensual...
Via
TokenRing AI
Topics
Artificial Intelligence
Credit Cards
Law Enforcement
The High Cost of Cognition: xAI Reports Record Losses as Musk Pins Hopes on Optimus "Brain"
January 09, 2026
SAN FRANCISCO — January 9, 2026 — Elon Musk’s artificial intelligence venture, xAI, has reported a staggering widening of its quarterly losses, sending ripples through the technology and robotics...
Via
MarketMinute
Topics
Artificial Intelligence
Here's How Much $100 Invested In Fidelity Nasdaq Composite Index ETF 20 Years Ago Would Be Worth Today
↗
January 08, 2026
Via
Benzinga
Topics
ETFs
Stocks
3 Quantum Computing Stocks That Could Make a Millionaire
↗
January 08, 2026
Quantum computing is still in its early innings, but offers enormous potential.
Via
The Motley Fool
Topics
Artificial Intelligence
The Great Thaw: Biotech Fundraising Surges as Monte Rosa and Genelux Tap Reopening Markets
January 07, 2026
The biotechnology sector, long frozen in a capital-starved "biology winter," is showing definitive signs of a seasonal shift. On January 7, 2026, the industry witnessed a significant injection of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Wall Street’s Final Frontier: Morgan Stanley Files for Proprietary Bitcoin and Solana ETFs to Reach 19 Million Clients
January 07, 2026
In a move that signals the complete institutionalization of digital assets, Morgan Stanley (NYSE: MS) filed registration statements with the Securities and Exchange Commission (SEC) on January 6, 2026,...
Via
MarketMinute
Topics
Bonds
ETFs
Regulatory Compliance
AMD’s AI Ascent: A Deep Dive into the 2026 Silicon Wars
January 07, 2026
Today’s Date: January 7, 2026 Ticker: Advanced Micro Devices (NASDAQ: AMD) Introduction As the doors open at CES 2026 in Las Vegas, the semiconductor industry is no longer debating whether Advanced...
Via
PredictStreet
Topics
Artificial Intelligence
Bankruptcy
Economy
Nvidia A 'Strategic Investor' In xAI As Grok-Parent Raises $20 Billion: Here's What Elon Musk Has To Say
↗
January 06, 2026
Elon Musk's AI startup xAI raised $20 billion from investors including Nvidia, Cisco, and Fidelity, surpassing its funding target as it joins the ranks of top-valued AI companies despite ongoing...
Via
Benzinga
Topics
Artificial Intelligence
Discord, A Popular Chat Platform For Gaming And Tech Communities, Confidentially Files For IPO - Report
↗
January 06, 2026
Discord has over 200 million monthly active users and was last valued at $15 billion.
Via
Stocktwits
Topics
Artificial Intelligence
Initial Public Offering
Elon Musk’s xAI Raises $20B In Series E Funding Round, Exceeds Its Own Target
↗
January 06, 2026
The company, however, did not disclose the valuation at which it has raised the funding.
Via
Stocktwits
Topics
Artificial Intelligence
Energy
Here's How Much $100 Invested In Fidelity MSCI Information Technology Index ETF 5 Years Ago Would Be Worth Today
↗
January 06, 2026
Via
Benzinga
Topics
ETFs
The Great Consolidation: EP Wealth Kicks Off 2026 With $730 Million Arizona Acquisition
January 06, 2026
In a move that signals a relentless continuation of the wealth management industry’s consolidation trend, EP Wealth Advisors ("EP Wealth") has officially announced its acquisition of Capital Insight...
Via
MarketMinute
Topics
Artificial Intelligence
Initial Public Offering
Regulatory Compliance
What Investors Should Know Before Choosing an AI ETF for 2026
↗
January 06, 2026
The investment thesis for the AI sector is expected to be as vibrant as ever this year, but investors should be selective about the funds they pick.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Best Real Estate Marketing Agency USA 2026: HALO Socials Named #1
January 06, 2026
Via
AB Newswire
Dementia Care Guide for Out-of-State Families in Dallas-Fort Worth Released
January 06, 2026
Via
Press Release Distribution Service
Topics
Retirement
Coinbase Surges as Geopolitical "Stability Rally" and Institutional Upgrades Ignite Crypto Markets
January 05, 2026
The first full trading week of 2026 has opened with a dramatic surge for the digital asset sector, led by a powerful performance from Coinbase Global, Inc. (NASDAQ: COIN). On January 5, 2026, shares of...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Crypto ETF Money Is Moving – And Not Just Toward Bitcoin Anymore
↗
January 05, 2026
ETF pipeline continues to expand, with more than 130 crypto-related ETF filings under SEC review, according to ETF Store President Nate Geraci.
Via
Stocktwits
Topics
ETFs
Regulatory Compliance
How Much Should Retirees Have Invested by Age 65?
↗
January 04, 2026
Planning for retirement is no easy task.
Via
The Motley Fool
Topics
Economy
Retirement
IonQ Stock in 5 Years: Moon Shot or Crash Landing?
↗
January 03, 2026
If the use cases for quantum computing live up to the hype, IonQ investors could see huge returns.
Via
The Motley Fool
2 Breakout Growth Stocks You Can Buy and Hold for the Next Decade
↗
January 03, 2026
IonQ and UiPath could see breakout growth over the next decade.
Via
The Motley Fool
Topics
Artificial Intelligence
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