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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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Microsoft
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Updated: 4:00 PM EDT, Apr 15, 2026
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1 Vanguard Index Fund to Buy Before It Soars 129%, According to a Wall Street Strategist
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IWO vs. VOOG: How Small-Cap Diversification Compares to Large-Cap Growth
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March 26, 2026
Expense ratios, holdings breadth, and sector tilts set these two growth ETFs apart for investors.
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TSMC Has a Monopoly on Making AI Chips. Here's Why This Stock Could Be the Safest Bet in the $700 Billion Capex Boom.
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March 26, 2026
It's the beginning of the AI pipeline.
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AI Sell-Off: Why I'm Pounding the Table on This Incredible Stock
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March 26, 2026
Microsoft's stock looks like a bargain from a few different points.
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AISupportStack.com Names Plain Best AI Support Stack Software of 2026
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Forget GPUs: Custom AI Chips Are the Next Trillion-Dollar Opportunity. Here Are 2 Stocks to Buy Now.
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March 26, 2026
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The Great SaaS Reset: B2B Software Equities Plunge 25% as AI Disruption Rewrites the Playbook
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The Best Stocks to Invest $1,000 in Right Now
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March 26, 2026
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Constitutional Crisis at the Fed: Criminal Threats and Political Warfare Push Markets to the Edge
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The energy needed to power the AI revolution
March 26, 2026
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Why Shares of Sandisk Fell This Week
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March 26, 2026
Some investors panicked over a new Google AI compression algorithm.
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2 "Magnificent Seven" Stocks Down Between 10% and 23% to Buy Right Now
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March 26, 2026
These two cloud giants are trading down by double-digit percentages in 2026.
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SCHB vs. SPTM: Which Broad Market ETF Is the Better Buy?
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March 26, 2026
Explore how differences in holdings, yield, and fund size could impact your choice between these two core U.S. market ETFs.
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A Q2 2026 Playbook for Navigating Market Uncertainty
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March 26, 2026
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FTEC vs. SOXX: Which Tech ETF Is the Better Buy for Your Portfolio?
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March 26, 2026
Explore how differences in sector coverage, risk, and cost between these two ETFs could impact your technology investing strategy.
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Down 15% in 2026, Should You Buy the Dip in Alibaba Stock?
March 26, 2026
Alibaba is down so far this year, and also fell after revenue and earnings missed estimates
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Bank of America Says CoreWeave Stock Can Gain 25% from Here. Should You Buy CRWV Now?
March 26, 2026
CoreWeave may be using share-based compensation as a means of competing with Big Tech for human capital while conserving its cash.
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The Great Balancing Act: U.S. Gender Labor Gap Closes for the First Time in History
March 26, 2026
The long-standing "gender gap" in the American workforce has effectively closed. According to the Bureau of Labor Statistics (BLS) report released for the first quarter of 2026, the participation rate...
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The Fed’s High-Stakes Balancing Act: March 2026 Policy Pause Amidst Conflicting Signals
March 26, 2026
The Federal Reserve has officially entered a period of strategic paralysis, opting to maintain the benchmark federal funds rate at a range of 3.50% to 3.75% following its March 2026 meeting. This...
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Main Street’s Revenge: The Great Rotation of 2026 Rewrites Market History
March 26, 2026
The financial landscape of 2026 has been defined by a singular, tectonic shift that few predicted would be this absolute: the definitive end of the mega-cap tech era and the roaring resurgence of the...
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The Great Ethernet Pivot: Broadcom Begins Volume Shipments of Industry-First 102.4 Tbps AI Switch
March 26, 2026
In a move that signals a decisive shift in the "industrialization of artificial intelligence," Broadcom Inc. (NASDAQ: AVGO) has officially commenced production volume shipments of its Tomahawk 6...
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Adobe Signals Era of 'Agentic Workflows' with Record Q1 Results and CEO Succession Plan
March 26, 2026
Adobe Inc. (NASDAQ: ADBE) kicked off the 2026 fiscal year with a dual-barreled announcement that has sent ripples through the technology sector, reporting record-breaking first-quarter results...
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MarketMinute
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Artificial Intelligence
Economy
Intellectual Property
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