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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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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Vanguard S&P 500 ETF
(NY:
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597.55
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Updated: 8:00 PM EDT, Mar 31, 2026
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Warren Buffett Says Most Investors Should Buy This Brilliant Index Fund. It Could Turn $500 Per Month Into $986,900.
↗
August 27, 2025
This tried-and-true index fund has been a consistent moneymaker for patient investors.
Via
The Motley Fool
Topics
ETFs
Russell 2000 Hits 9-Month Highs, Bitcoin Drops Below $110,000: What's Moving Markets Tuesday?
↗
August 26, 2025
Investors are watching small caps heat up on an otherwise slow Tuesday morning, with the Russell 2000 climbing 1% and outpacing its larger peers, amid growing bets on a Fed rate cut next month.
Via
Benzinga
Topics
Economy
ETF Flows Reveal A Risk-On Reboot—With Bond Insurance
↗
August 26, 2025
ETF buyers invested $18.3B in US-listed funds, using a barbell strategy to allocate between growth and safety.
Via
Benzinga
Topics
ETFs
Meta’s Teen Safety Push Backed By Paid Supporters, Investigation Reveals: Retail’s Not Impressed
↗
August 26, 2025
Via
Stocktwits
Gary Black Believes These Are The Five Things That Could Initiate A Tesla Rally
↗
August 22, 2025
Via
Stocktwits
Apple Reportedly Hikes TV+ Price By 30%: But Retail Says It’s Still Less Than Other Streaming Services
↗
August 21, 2025
Via
Stocktwits
Why Is Tesla Trending Today? Here’s What The NHTSA Has To Say
↗
August 21, 2025
Via
Stocktwits
AMD, IBM Team Up To Build Hybrid Quantum Supercomputers: Retail Says ‘Big Deal’
↗
August 26, 2025
The partnership brings together IBM’s expertise in building advanced quantum systems and AMD’s capabilities in high-performance and AI-accelerated computing.
Via
Stocktwits
If You'd Invested $1,000 in Vanguard Real Estate ETF (VNQ) 5 Years Ago, Here's How Much You'd Have Today
↗
August 26, 2025
The real estate sector has underperformed the S&P 500 in recent years, and by a wide margin.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
Is the Schwab US Dividend Equity ETF a Safer Bet in a Volatile Market?
↗
August 26, 2025
You can buy the market, a tech-focused ETF, or an ETF that uses a well-structured screening approach. Most investors should go with the third option.
Via
The Motley Fool
Topics
ETFs
Stocks
Tom Lee's Next Move: Small-Cap And JEPI-Style Income ETFs Join GRNY
↗
August 25, 2025
Fundstrat Capital is launching new ETFs for small- & mid-cap stocks and large-cap stocks with income strategy. Their first ETF has seen huge success.
Via
Benzinga
Topics
ETFs
Nvidia Rises, Wall Street Pauses As Oil Prices Jump To $65: What's Moving Markets Monday?
↗
August 25, 2025
Nvidia Corp. (NASDAQ:NVDA) is up 2% in midday trading Monday, moving within striking distance of its all-time high—now less than 2 percentage points away—as investors remain upbeat ahead of the...
Via
Benzinga
This 19-Year-Old Has A $60K Net Worth—But His Biggest Challenge Isn't What You'd Think
↗
August 25, 2025
Via
Benzinga
Tesla Executive Hints At Possible Price Hike On Model Y In US: Retail Highlights Negative Catalysts
↗
August 25, 2025
Currently, the base variant of the Model Y in the U.S. starts at $44,990 without tax credits, while the more premium long-range all-wheel drive variant starts at $48,990.
Via
Stocktwits
Topics
Government
The 'Everything Rally' Is Back—Thanks To Powell's Risky Bet On Jobs
↗
August 25, 2025
Fed Chair Jerome Powell delivers dovish speech, signaling willingness to tolerate higher inflation to support labor market. Markets rally.
Via
Benzinga
Topics
Economy
Is the Vanguard S&P 500 ETF the Simplest Way to Double Up on "Ten Titans" Growth Stocks?
↗
August 24, 2025
The Ten Titans have rewarded S&P 500 investors, but they came with higher potential risk and volatility.
Via
The Motley Fool
Topics
ETFs
Stocks
The S&P 500 Hasn't Yielded This Little Since the Dot-Com Bubble. Here's What Investors Can Do.
↗
August 24, 2025
Growth stocks are dominating the S&P 500, pushing the index's dividend yield to a 25-year low.
Via
The Motley Fool
Topics
ETFs
Stocks
The Best Stocks to Invest $50,000 in Right Now
↗
August 24, 2025
There are four names on this list, but the last one may come as a surprise.
Via
The Motley Fool
Topics
Artificial Intelligence
Is the Vanguard Mega Cap ETF the Simplest Way to Invest in the Top S&P 500 Stocks?
↗
August 23, 2025
Investors looking to double down on mega cap stocks like the "Ten Titans" may want to take a closer look at this low-cost ETF.
Via
The Motley Fool
Topics
ETFs
Stocks
1 Reason to Buy the Vanguard Real Estate ETF (VNQ)
↗
August 23, 2025
Real estate has underperformed the market for years, but the environment is about to get more favorable.
Via
The Motley Fool
Topics
ETFs
Economy
Not Sure What to Invest In? This Low-Cost ETF Is a No-Brainer Buy
↗
August 23, 2025
Tracking the S&P 500 can be a surefire way to grow your portfolio's balance in the long run.
Via
The Motley Fool
Topics
ETFs
Stocks
Powell Delivers A Summer Surprise To Wall Street–And Your Wallet Wins
↗
August 22, 2025
Federal Reserve Chair Jerome Powell just gave Wall Street—and Main Street—a reason to celebrate.
Via
Benzinga
Topics
Economy
Kimbal Musk Says Tesla CEO ‘Deserves To Be Paid’: Retail Reiterates Trust In Elon Musk
↗
August 22, 2025
Kimbal’s comments come at a time when Elon Musk’s $56 billion compensation hangs in the limbo.
Via
Stocktwits
Topics
Lawsuit
Dow Hits Record Highs, Small Caps Soar On Powell's Shift: What's Moving Markets Friday?
↗
August 22, 2025
A strong rally erupted on Friday on Wall Street shortly after Federal Reserve Chair Jerome Powell delivered a notably dovish message during his highly anticipated speech at Jackson Hole.
Via
Benzinga
Topics
Economy
Stocks
Meet the Unstoppable Vanguard ETF With 55% Invested in "Ten Titans" Growth Stocks
↗
August 22, 2025
The Vanguard S&P 500 Growth ETF has especially high weightings in select "Ten Titans" stocks.
Via
The Motley Fool
Topics
ETFs
Stocks
5 Vanguard ETFs to Buy With $500 and Hold Forever
↗
August 22, 2025
These exchange-traded funds can provide a solid foundation for your portfolio.
Via
The Motley Fool
Topics
ETFs
Tech Stocks Eye Third Day Of Losses, Walmart Sinks: What's Moving Markets Thursday?
↗
August 21, 2025
Technology stocks on the Nasdaq 100 were poised for a third consecutive day of losses Thursday, as investors continued to adopt a risk-off stance ahead of Federal Reserve Chair Jerome Powell's speech...
Via
Benzinga
Topics
Economy
The Vanguard S&P 500 ETF Yields Just 1.2%. Here Are 3 Better ETFs for Boosting Your Passive Income.
↗
August 21, 2025
Income investors may want to branch out beyond S&P 500 ETFs to boost their passive income stream.
Via
The Motley Fool
Topics
ETFs
Stocks
If You'd Invested $1,000 in Bitcoin (BTC) 5 Years Ago, Here's How Much You'd Have Today
↗
August 21, 2025
What would $1,000 in Bitcoin be worth today? Compare the exact five-year totals for Bitcoin against the Vanguard VOO and Invesco QQQ funds.
Via
The Motley Fool
Topics
ETFs
Prediction: Buying the Vanguard S&P 500 ETF Today Could Set You Up for Life
↗
August 21, 2025
This ETF is one of the best investments you can buy right now.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
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