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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Featured Quarterly Newsletter
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Target Corp
(NY:
TGT
)
116.26
-0.79 (-0.67%)
Streaming Delayed Price
Updated: 1:38 PM EDT, Mar 17, 2026
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Gold Breaches $4,000 Mark: A Harbinger of Stability or Systemic Collapse?
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OpenAI Event Fails To Boost Participating App Makers As Concerns Remain
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Gold Soars to Record US$4,000 Amidst US Shutdown Anxiety, Reshaping Global Financial Landscape
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Is This Dividend King Poised for Explosive Growth in the Next 5 Years?
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3 Consumer Goods Stocks Set to Benefit From a Rate Cut
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The Federal Reserve has shifted to rate cuts, which could be a boon for companies that rely on consumer spending.
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Navigating the Fog: US Government Shutdown Obscures Unemployment Picture, Forcing Reliance on Alternative Indicators
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Adobe Expects US Holiday Online Sales To Reach $253.4 Billion This Year
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October 06, 2025
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Down 34% With a 5% Yield, Is This High-Dividend Stock Too Cheap to Ignore, and Worth Buying in October?
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October 05, 2025
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Why Costco Is a Retail Unicorn
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Where Will Target Stock Be in 5 Years?
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October 04, 2025
The retail giant faces formidable long-term challenges.
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The Stock Market Is Historically Pricey: Here's 1 Reason Target Is Still a No-Brainer Buy
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October 04, 2025
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US Service Sector Stalls: ISM Report Signals Economic Weakness, Fuels Global Concerns
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Service Sector Stalls: ISM Report Reveals Weak Hiring and Stagnant Business Activity, Signaling Economic Headwinds
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Government Shutdown's Shadow: How Delayed Jobs Reports Once Blindsided the Economy and the Fed
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Dallas Fed President Lorie Logan Warns Against Premature Rate Cuts, Prioritizing Inflation Fight
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Federal Reserve Bank of Dallas President Lorie Logan delivered a stark warning on October 2nd and reiterated it today, October 3rd, 2025, emphasizing the paramount importance of tackling persistent...
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Walmart-Backed OnePay Ignites Mainstream Crypto Adoption with Bitcoin and Ethereum Trading
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Economic Data Vacuum: Federal Shutdown Plunges Markets into Opaque Uncertainty
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The financial markets are currently grappling with an unprecedented level of uncertainty, as a federal government shutdown has created a profound 'Economic Data Vacuum.' This critical absence of...
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Federal Shutdown Stalls Inflation Data, Blurring Fed's Path and Rattling Markets
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A federal government shutdown has once again cast a shadow over the U.S. financial landscape, leading to an indefinite delay in the publication of critical U.S. inflation data. This unexpected halt in...
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Publix Declares 11.05-Cent Fourth-Quarter Dividend, Reinforcing Employee Ownership Model Amidst Shifting Market
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Publix Super Markets Inc., the privately held, employee-owned grocery giant, has declared an 11.05-cent per share fourth-quarter stock dividend, set to be paid on November 3, 2025, to stockholders of...
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Chicago Fed's Real-Time Unemployment Gauge Signals Steady Labor Market at 4.3% Amidst Data Delays
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Chicago, IL – October 2, 2025 – The financial markets are closely scrutinizing new data points as the US economy navigates a complex landscape of inflation concerns and growth projections. In a recent...
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