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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
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SAP SE ADS
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236.92
-5.99 (-2.47%)
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Updated: 7:00 PM EST, Jan 2, 2026
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Internet of Everything Market to See Huge Growth : Google, IBM, Fujitsu, Cisco Systems
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April 24, 2023
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AMD Successfully Migrates to SAP S/4HANA Cloud Private Edition; Aims to Make the Company More Resilient
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Aerospace & Defense Business Software and Services Market Is Set to Fly High in Years to Come
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SAP Q1 2023 Earnings Conference Call On April 21, 2023 At 08:00 AM ET
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April 20, 2023
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April 28, 2023
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IoT Solutions for Energy Market to Enjoy 'Explosive Growth' to 2028 : Altair Engineering, Flutura, Actility, ABB
April 27, 2023
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Mobile Ticketing in Transportation Market Is Booming Worldwide : Microsoft, EnHelix, Walmart, Amazon
April 24, 2023
The latest study released on the Global Blockchain in Logistics Market by AMA Research evaluates market size, trend, and forecast to 2028.
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Artificial Intelligence of Things Market: Ready to Fly on High Growth Trends : SAS, IBM, Microsoft, Tachyus
April 24, 2023
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Why SAP Shares Are Trading Higher By Around 6%? Here Are Other Stocks Moving In Friday's Mid-Day Session
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Leading Economic Indicator Points To Looming Recession
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April 21, 2023
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Earnings Scheduled For April 21, 2023
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April 21, 2023
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April 20, 2023
Digital Insurance Platform Comprehensive Study by Application (Automotive and transportation, Business and enterprise, Home and commercial buildings, Life and health, Consumer electronics and...
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Enterprise Search Market Giants Spending Is Going to Boom : Attivio, HP Autonomy, IBM
April 19, 2023
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Online Booking Tools Market May Set Epic Growth Story : BookSteam, Bitrix, SAP Concur
April 19, 2023
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TechSparq Expands Advisory Board with Former SAP Executive David Landsman
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Internet of Nanothings (IoNT) Market Is Going to Boom : Alcatel-Lucent, IBM, Cisco Systems
April 18, 2023
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BFSI Software Market May See a Big Move : Oracle, Temenos AG, Finastra
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Internet of Things in Energy Market SWOT Analysis by Key Players Symboticware, Davra Networks, Flutura Business Solutions
April 17, 2023
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B2B Payments Platform Market Is Booming Worldwide : American Express, Visa, Traxpay, Intuit
April 14, 2023
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Healthcare CRM Market Is Booming Worldwide : Oracle, IBM, Healthgrades
April 14, 2023
Healthcare CRM Market Is Booming Worldwide
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Earthquake Alert Software Market Giants Spending Is Going to Boom : IBM, Atlassian, SAP, Microsoft
April 14, 2023
Advance Market Analytics published a new research publication on "Earthquake Alert Software Market Insights, to 2028" with 232 pages and enriched with self-explained Tables and charts in presentable...
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