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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
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Back Dated 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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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
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Freeport-McMoRan (FCX) Research: Analyzing the 15-Month High and the 2026 Copper Supercycle
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The Autonomous Orchestrator: Uber’s Strategic Pivot to the Last-Mile Robot Revolution
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The Costco Dividend Watch: A Deep Dive into Membership Growth and 2026 Catalysts
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The Great Divergence: Why 'Digital Gold' Lost the 2025 Safe-Haven War
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The Agentic Revolution: A Deep Dive into Microsoft’s (MSFT) Autonomous AI Future
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The Citigroup Renaissance: From Perpetual Underperformer to the ‘Turnaround’ Star of 2025
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Amazon (AMZN) Deep-Dive: The Dual Engines of Cloud and Retail in 2025
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ServiceNow (NOW): The $7.75 Billion Armis Gambit and the Rise of the AI Agent Control Tower
December 24, 2025
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BlackRock: A Strong Contender in Asset Management
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The Great Divide: Why Traditional Cyclicals Are Faltering in the Age of AI
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As 2025 draws to a close, the divergence between the "new economy" and the "old economy" has reached a historic fever pitch. While the S&P 500 has surged to record highs, fueled by an insatiable...
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The "Everything Exchange" Under Fire: How Coinbase is Navigating the 2025 Crypto Winter 2.0
December 23, 2025
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Ares Management Eyes 'Big' Private Equity Acquisition as CEO Signals Further Consolidation in Alternative Assets
December 23, 2025
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The Great Institutional Pivot: RLUSD Launch and Spot Altcoin ETFs Redefine the U.S. Crypto Landscape
December 23, 2025
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Picks and Shovels of the Biotech Revolution: A Deep Dive into West Pharmaceutical Services (WST)
December 23, 2025
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Wall Street Eyes Asset Management Renaissance: SEI Investments Leads Wave of Bullish Revisions
December 23, 2025
As the final trading days of 2025 unfold, a palpable shift in sentiment is sweeping through the financial services sector. Asset management firms, long pressured by fee compression and passive-index...
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The Architect of the Agentic Era: A Deep Dive into Palantir Technologies (PLTR)
December 23, 2025
As of December 23, 2025, the global technology landscape has transitioned from the speculative frenzy of the "AI Hype" to what analysts are calling the "Execution Era." At the epicenter of this...
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Meta Platforms (META): The AI Pivot and the Wearables Renaissance
December 23, 2025
As of late 2025, Meta Platforms (NASDAQ: META) stands at a pivotal crossroads in its twenty-one-year history. No longer just a social media conglomerate, the company has spent the last two years...
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The AI Utility: A Deep-Dive into Alphabet Inc. (GOOGL) in 2025
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The 2026 Utility Pivot: XRP Eyes Institutional Dominance via RLUSD and ETF Speculation
December 23, 2025
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Backbone of Discovery: A Deep Dive into Charles River Laboratories (CRL)
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The $4 Trillion Architect: A Deep Dive into Microsoft’s AI-Driven Future (MSFT)
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