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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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Mattel
(NQ:
MAT
)
14.87
UNCHANGED
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Updated: 4:00 PM EDT, Mar 25, 2026
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Pop Mart Takes Its Trendy Toy Story On Global Roadshow
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January 24, 2022
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Mattel Announces Full Year and Fourth Quarter 2021 Financial Results Conference Call
January 12, 2022
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EXCLUSIVE: Cannabis Lifestyle Co. Pilgrim Soul Closes $2M Raise With Supporters Like Merida Capital, Al Harrington
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January 11, 2022
Cannabis lifestyle and creativity-focused Pilgrim Soul has closed a $2 million strategic seed funding round, supported by inv...
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Barbie X Balmain NFTs Coming: How NFTs Could Strengthen Mattel's Plan To Be An IP-Driven Company
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January 06, 2022
The year 2021 saw NFTs from companies such as PepsiCo, Inc. (NYSE:
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Benzinga
Mattel' Barbie Inks Partnership With Balmain For Ready-to-Wear Collection, NFTs
↗
January 06, 2022
Mattel Inc’s (NASDAQ: MAT) Barbie brand has partnered with French luxury fashion label Balmain to launch a new global ready-to-wear fashion and...
Via
Benzinga
Barbie® and Fashion House Balmain Collaborate on a New Ready-to-Wear and Accessories Collection, Along with a Series of Exclusive NFTs
January 06, 2022
From
Mattel, Inc.
Via
Business Wire
American Girl’s Newest Trailblazer Hits the Slopes— 2022 Girl of the Year™ Corinne Tan™
December 30, 2021
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December 23, 2021
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VeeFriends UNO Collaboration Sells Out In One Hour
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December 17, 2021
One of the most popular card games teamed up with well-known NFT collection to create a new collaborative game. What Happene...
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Mattel Creations Teams Up With VeeFriends
↗
December 17, 2021
Mattel Inc (NASDAQ: MAT) revealed Mattel Creations has collaborated with VeeFriends, an NFT project, for a reimagined UNO deck featuring Gary Vaynerchuk's...
Via
Benzinga
Mattel Creations Teams Up with VeeFriends to Transform Rare NFTs into Physical Collectibles
December 17, 2021
From
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Via
Business Wire
Mattel To Develop Family Drama 'Christmas Balloon' Into Live-Action Motion Picture
↗
December 16, 2021
Mattel Inc (NASDAQ: MAT) plans to develop the family drama Christmas Balloon into a live-action motion picture. Gabriela Revilla Lugo (A Million Little Things)...
Via
Benzinga
Mattel Films to Develop Family Drama Christmas Balloon Live-Action Motion Picture
December 16, 2021
From
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Business Wire
Metaverse Company InfiniteWorld Going Public In SPAC Deal: What Investors Should Know
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December 13, 2021
Investors will have another pure play stock betting on the growth of the metaverse with a SPAC deal announced Monday morning. The SPAC Deal: Metaverse infrastructure company...
Via
Benzinga
Mattel Chairman and CEO Ynon Kreiz Attends White House Roundtable Meeting With President Biden and Leading U.S. CEOs to Discuss Supply Chain and the Holiday Shopping Season
November 30, 2021
From
Mattel, Inc.
Via
Business Wire
Mattel Chairman and CEO Ynon Kreiz to Participate in Nasdaq’s 45th Investor Conference
November 23, 2021
From
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Via
Business Wire
Global Media & Entertainment Industry Expected to Reach over $2.5 Trillion in Revenues in 2025
November 23, 2021
Palm Beach, FL –November 23, 2021 – FinancialNewsMedia.com News Commentary – More than a year into the most globally disruptive event of most consumers’ lifetimes, COVID-19 remains the unavoidable...
Via
FinancialNewsMedia
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Hello Kitty NFTs Are Coming From RECUR, Backed By Gemini, Gary Vee And Ethereum Co-Founder Joe Lubin
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November 18, 2021
A well-known animated character is the latest to land a non-fungible tok...
Via
Benzinga
The Global Entertainment & Media (E&M) Revenue Projected To Reach US$2.6 Trillion In 2025
November 22, 2021
Palm Beach, FL –November 22, 2021 – FinancialNewsMedia.com News Commentary – More than a year into the most globally disruptive event of most consumers’ lifetimes, COVID-19 remains the unavoidable...
Via
FinancialNewsMedia
Topics
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7 Games and Toy Stocks to Buy as the Christmas Season Approaches
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November 16, 2021
Here are seven gaming and toy stocks to buy that should continue to gain significant traction with consumers in the winter months ahead.
Via
InvestorPlace
Lee Johnstone’s Volvo P1800 From the UK Crowned Winner of 2021 Hot Wheels™ Legends Tour Global Grand Finale at Jay Leno’s Garage
November 13, 2021
From
Mattel
Via
Business Wire
Mattel Chairman and CEO Ynon Kreiz to Participate in MKM Partners’ 2021 Virtual Conference
November 11, 2021
From
Mattel, Inc.
Via
Business Wire
Mattel Tops 2022 ‘Toy of the Year’ Award Finalist List
November 08, 2021
From
Mattel, Inc.
Via
Business Wire
UNO® Gets Wild with Championship Series Vegas Invitational Tournament to Crown First-Ever UNO™ World Champion
November 08, 2021
From
Mattel, Inc.
Via
Business Wire
Mattel Chairman and CEO Ynon Kreiz to Participate in Virtual Berenberg US CEO Conference
November 05, 2021
From
Mattel, Inc.
Via
Business Wire
McDonald's Enters NFT Market With McRib: Here's How You Can Win One
↗
October 31, 2021
Leading restaurant company McDonald’s Corp (NYSE: MCD) is the latest big name brand to enter the fast-growing non-fungible token market. What Happened: In celebration of the...
Via
Benzinga
Star Wars, Pixar, Marvel, Disney NFTs Are Coming: What You Need To Know
↗
October 27, 2021
Non-fungible tokens may have one of its biggest votes of confidence yet with media conglomerate Walt Disney Company (NYSE:
Via
Benzinga
UNO® Teams Up With Nike and Giannis for a Wild Product Collection
October 27, 2021
From
Mattel, Inc.
Via
Business Wire
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