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home
about us
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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
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Back Dated Performance Reports
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Event Schedule
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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
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MARKET RESEARCH
Featured Quarterly Newsletter
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Apple
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Updated: 11:51 AM EDT, Apr 17, 2026
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DOJ Reaffirms Antitrust Integrity Amid Political Storm Over Paramount and Warner Bros. Discovery Merger
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Fed Holds Rates Steady as Powell Signals "Lame Duck" Continuity; Only One Cut Projected for 2026
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The Great Rotation: Why 2026 is Becoming the Year of the Small-Cap Underdog
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As of mid-March 2026, a profound shift is rattling the foundations of Wall Street. After three years of unprecedented dominance by mega-cap technology giants, the "Great Rotation" is no longer a mere...
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Silicon Sovereignty: Samsung Secures Tesla’s 2nm Future as Production Pivot to Texas Nears 2027
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Inflation’s Second Act: February PPI Surge Shakes Markets and Clouds Fed’s Path
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Micron’s AI-Fueled 'Supercycle': Earnings Preview as HBM Demand Hits Fever Pitch
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As the sun sets on the trading day of March 18, 2026, all eyes in the financial world are turned toward Boise, Idaho. Micron Technology (NASDAQ:MU) is set to release its fiscal second-quarter earnings...
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New York Rep. Thomas Suozzi Sold Up to $215K Worth of Apple Stock
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The $20 Trillion Tether: S&P 500 Grapples with the Shadow of the Magnificent Seven
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As of March 18, 2026, the global financial landscape is defined by an unprecedented paradox: a stock market that has never been wealthier, yet has never been more fragile. The "Magnificent Seven"—a...
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The Great Delisting: Why North America's Corporate Giants are Fleeing to Private Equity
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The Great Unbundling: How AI’s Insatiable Hunger is Driving a Corporate Divestiture Gold Rush
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Apple Stock Is Already A Portfolio Staple — And This ETF Is Turning It Into A Casino Chip
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The Great Bifurcation: How US Corporates are Navigating the New Era of "Managed" Global Trade
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The AI Reckoning: S&P 500 Battles ‘ROI Fatigue’ Amid Historic Valuations
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As of March 18, 2026, the S&P 500 sits at a precarious psychological and financial crossroads. Trading between the 6,700 and 7,000 marks, the index has spent the opening months of the year retreating...
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The Great Convergence: Magnificent Seven’s Earnings Hegemony Faces the 'S&P 493' Rebellion
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Gold Shatters Records: Spot Prices Hit $4,380 as Central Banks and Geopolitical Volatility Fuel a 'New Era' for Bullion
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The global financial landscape reached a historic milestone this week as spot gold prices surged to an unprecedented all-time high of approximately $4,380 per ounce. This rally, which has seen the...
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Apple, Samsung Eat The Global Smartphone Market Alive In 2025
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The Silver Squeeze: Global Supply Crisis Deepens as Market Enters 6th Consecutive Deficit Year
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NEW YORK — As of March 18, 2026, the global silver market has officially descended into a state of structural scarcity, marking a historic sixth consecutive year of supply deficits. The physical silver...
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Gold Shatters $5,000 Ceiling as Middle East Turmoil and Inflation Fears Ignite Precious Metals Super-Cycle
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In a historic moment for global financial markets, gold prices have firmly established a new floor above the psychological $5,000 per ounce mark this week, while silver continues its relentless climb...
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