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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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Expedia
(NQ:
EXPE
)
235.18
-4.23 (-1.77%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 20, 2026
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US Stocks On Track For Solid Start Amid Lingering Fed Optimism: Traders Eye Earnings From Market Bellwether Apple
↗
November 02, 2023
After the Federal Reserve‘s decision, the stock market rally is poised to gain momentum on Thursday, with stock futures indicating an uptick.
Via
Benzinga
Topics
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Google's Ad Expansion Met With Resistance From Expedia And IAC Chair: 'I'm On The Edge Of Revolt Now'
↗
November 01, 2023
Google's advertising policy, specifically increasing ad count on search results pages, has stirred discontent and accusations of unfair practices from Barry Diller, chair of IAC and Expedia,...
Via
Benzinga
The digital face of Real Estate, your best bets this year
November 01, 2023
These tech names have shaken the real estate sector - and consumer - out of its bear market slump; you must decide if you accept the analysts' bullish outlook
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Apple, AMD, Palantir Earnings On Deck This Week As Market Seeks Positive Catalysts In Fed Decision Week
↗
October 30, 2023
S&P 500 earnings is expected to grow in Q3, reversing a four-quarter slide, as the reporting season enters its third week.
Via
Benzinga
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BookingPal.com and JENIE Announce Dynamic Partnership Redefining Vacation Rental Marketing through Influencer Collaboration
October 17, 2023
NEWPORT BEACH, Calif. - Oct. 17, 2023 - PRLog -- A transformative alliance between two industry trailblazers, BookingPal.com and JENIE, is set to reshape the vacation rental landscape. BookingPal.com,...
Via
PRLog
BookingPal.com and OwnerDirect.com Join Forces to Amplify Vacation Rental Visibility and Bookings
August 29, 2023
NEWPORT BEACH, Calif. - Aug. 29, 2023 - PRLog -- BookingPal.com and OwnerDirect.com have announced a strategic partnership to empower vacation rental owners and property managers to effortlessly expand...
Via
PRLog
Is Trip.com About To Take Off?
↗
October 31, 2023
When the going gets tough, packing up your bags and going on holiday isn’t most people’s idea of a first choice.
Via
Benzinga
Give yourself the gift of travel and convenience this holiday season
October 19, 2023
(BPT) - The holiday season is quickly approaching and there's much to do! Making memories your loved ones can cherish forever involves lots of time, energy and planning. According to a study published...
Via
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
↗
October 13, 2023
Via
Benzinga
Expedia Group to Webcast Third Quarter 2023 Results on November 2, 2023
October 12, 2023
From
Expedia Group, Inc.
Via
Business Wire
This Company Is Trying to Become the Amazon of Travel, and It Looks Like It's Working
↗
October 10, 2023
Focusing on the customer experience is leading to market share gains.
Via
The Motley Fool
Ticking Time Bombs: 3 Travel Stocks to Dump Before the Damage Is Done
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September 28, 2023
While travel is booming across the United States, these companies haven't managed to fully capitalize on the resurgence.
Via
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Online Travel Agency (OTA) Market to Eyewitness Massive Growth : TripAdvisor, Airbnb, Agoda
September 27, 2023
Stay up-to-date with Online Travel Agency (OTA) Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
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Supply Chain
Inspirato Announces CEO Transition
September 25, 2023
From
Inspirato Incorporated
Via
GlobeNewswire
Online Travel Agency Market: A Compelling Long-Term Growth Story
September 22, 2023
Get an extensive Online Travel Agency Market analysis of the dominant vendors, their latest products and services, and the competitive landscape of the industry.
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SBWire
Betting With the ‘Big Short’: 3 Michael Burry Stocks to Bank On
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September 15, 2023
Burry's insight and strategic thinking led him to invest in three seemingly disparate industries.
Via
InvestorPlace
Airbnb Joins the S&P 500, Time to Buy In?
September 12, 2023
Digital lodging platform Airbnb Inc. (NASDAQ: ABNB) shares gained over 7% on news of being added to the S&P 500 index on Sept. 18, 2023. It will
Via
MarketBeat
Topics
Stocks
Short-Seller Titans Agree: Michael Burry, Citron Both Like This Stock
↗
September 11, 2023
Citron Research, an investment research firm known for finding short opportunities, posted a tweet on Monday that it expects Geo Group Inc (NYSE: GEO) to benefit from the United States’ current...
Via
Benzinga
The 7 Best Travel Stocks to Buy Now: September 2023
↗
September 11, 2023
These best travel stocks offer hefty upside potential ahead at this time amidst a revival in the travel sphere.
Via
InvestorPlace
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
↗
September 08, 2023
Via
Benzinga
Honeymoon Tourism Market Is Booming Worldwide : Expedia Group, Priceline Group, AAA Travel
September 08, 2023
Honeymoon Tourism Market Growth
Via
SBWire
Affiliate Business System Revolutionizes Affiliate Marketing
September 06, 2023
Via
Press Release Distribution Service
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
↗
September 05, 2023
Via
Benzinga
Reputable real estate investment firm Novae Stone Investment is helping develop the upcoming Columbia City Project
September 01, 2023
Via
AB Newswire
Salesforce, Autodesk And 2 Other Stocks Insiders Are Selling
↗
September 01, 2023
The Nasdaq 100 closed slightly higher on Thursday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
The 3 Most Promising Travel Stocks to Own Now
↗
August 31, 2023
As tourism revenue increases, these travel companies are reaping the benefit, leaving these top travel stock picks with room to grow.
Via
InvestorPlace
Green Book Global Partners with Expedia for Black Travel Review Month, Amplifying Black Voices in the Travel Sphere
August 29, 2023
Via
AB Newswire
The 3 Blue-Chip Stocks Every Investor Needs to Own Today
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August 28, 2023
These three blue-chip stocks are all industry giants in their respective sectors — and offer future growth and stability.
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3 Dirt-Cheap Stocks That Could Skyrocket
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August 25, 2023
These investments have the potential to rally rapidly once the market finally sees what it has been overlooking.
Via
The Motley Fool
Expedia Group to Participate in Goldman Sachs Communacopia + Technology Conference
August 24, 2023
From
Expedia Group, Inc.
Via
Business Wire
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