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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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SAP SE ADS
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-5.99 (-2.47%)
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Updated: 4:10 PM EST, Jan 2, 2026
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DocuSign Stock Clobbered by Sell Rating, Buying Opportunity?
February 27, 2023
Digital signature cloud company DocuSign Inc. (NASDAQ: DOCU) stock got clobbered on the Sell rating by UBS on Feb. 21, 2023. The company is arguably the leader
Via
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Satoshi Airlines New Web3 Gamified Fly-to-Earn and Travel-to-Earn Business Model
February 24, 2023
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AB Newswire
Retail Core Banking Systems Market Is Booming Worldwide : Finastra, FIS Global, Intellect Design Arena
February 24, 2023
Retail Core Banking Systems Comprehensive Study by Application (Small-medium Enterprises, Large Size Enterprises), Platform (Web-Based, Installed, IOS, Android), Deployment (On-Premises, Managed,...
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SAP Nominates Former Deloitte CEO As Chairman, Succeeding Co-Founder
↗
February 23, 2023
Via
Benzinga
General Ledger Software Market – Major Technology Giants in Buzz Again : SoftLedger, Acumatica, Multiview, ScaleFactor
February 23, 2023
Get an extensive General Ledger Software Market analysis of the dominant vendors, their latest products and services, and the competitive landscape of the industry.
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Blockchain Government Market Next Big Thing : Major Giants- Bitfury, Auxesis, Cegeka
February 23, 2023
Stay up-to-date with Blockchain Government Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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Fraud
HR Technologies UK Partners with HR.com to Expand International Focus
February 22, 2023
New partnership will see HR Technologies UK welcome the HR.com community of 2 million HR professionals and suppliers to the largest HR event in London.
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Newsworthy
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Supply Chain
B2B Payments Platform Market Still Has Room to Grow : Emerging Players Intuit, Bottomline Technologies, Traxpay, Visa
February 21, 2023
Get B2B Payments Platform Market analysis, key vendors & competitive scenario of the market prepared using market research tools such as Porter’s five forces and SWOT analysis.
Via
SBWire
Cosentino Streamlines Predictive Maintenance with Power-MI and SAP PM Integration
February 20, 2023
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Sports Software Market to See Booming Growth : Upper Hand, EPICOR Software, Daktronics
February 17, 2023
Sports Software Comprehensive Study by Type (Free, One time charge, Time to pay), Application (Personal Fitness Application, Sportscast Application, Somatic Game, Others) Players and Region - Global...
Via
SBWire
Property Management Market to See Huge Growth by 2027 : Jones Lang LaSalle, Oracle, Pro-Visions
February 17, 2023
Property Management Comprehensive Study by Type (Self-storage Management, Commercial Property Management, Recreational Property Management, Asset Management), Application (Commercial, Residential,...
Via
SBWire
Topics
Economy
Big Data in E-Commerce Market Is Booming Worldwide : Cloudera, Hitachi, IBM
February 16, 2023
Stay up-to-date with Big Data in E-Commerce Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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SBWire
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Artificial Intelligence
Economy
Fraud
AI Generated Content Market 2023 Innovation, Future Trends, Outlook by Type, Application, End User and Business Opportunities to 2028
February 15, 2023
AI Generated Content Market Size, Share and Forecast 2023-2028 Key Players are – iFlyTek, Astute Solutions, H2O.ai, Brainasoft, Google, Baidu, IBM, Microsoft, SAP, Intel, Salesforce, Brighterion
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SBWire
Topics
Artificial Intelligence
Economy
Travel and Expense Management Software Market Set for More Growth : Expensify, Basware, Certify
February 15, 2023
Get Travel and Expense Management Software Market analysis, key vendors & competitive scenario of the market prepared using market research tools such as Porter’s five forces and SWOT analysis.
Via
SBWire
Compensation Software Market Is Set to Fly High in Years to Come : CWS Software, Decusoft, SAP SuccessFactors
February 15, 2023
Get Compensation Software Market analysis, key vendors & competitive scenario of the market prepared using market research tools such as Porter’s five forces and SWOT analysis.
Via
SBWire
Payroll Software Market – Major Technology Giants in Buzz Again : Oracle, the Sage, BambooHR
February 14, 2023
NJ New Jersey, USA -- (SBWIRE) -- 02/14/2023 -- The latest study released on the Global Payroll Software Market by AMA Research evaluates market size, trend, and forecast to 2028. The Payroll Software...
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SBWire
Conversational AI Market Size, Share, Growth, Trends, Industry Outlook, Demand, Technological Advancements, Opportunities for Businesses and Investors Forecast to 2028
February 13, 2023
Conversational AI Market Dynamics, Impact of Covid-19, Ukraine-Russia War and Global Recession, Competitive Landscape and SWOT Analysis Including Key Players - SAP, Oracle, Nuance, Microsoft, IBM,...
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SBWire
Topics
Artificial Intelligence
Economy
Techwave Wins 'Best Cloud Migration Award' at the 2022-2023 International Cloud Awards
February 10, 2023
Techwave Sparkles with Accolade for Cutting-Edge Thinking, Exceptional Customer Solutions and Mastery of SAP, Cloud Architecture
Via
Newswire.com
Edge Analytics Market Is Set to Fly High in Years to Come : Prism Tech, Predixion Software, Foghorn Systems
February 10, 2023
Get an extensive Edge Analytics Market analysis of the dominant vendors, their latest products and services, and the competitive landscape of the industry.
Via
SBWire
Trade Compliance Service Market Projected to Show Strong Growth : BluJay Solutions, KPMG, Parexel, C.H. Robinson
February 10, 2023
Get Trade Compliance Service Market analysis, key vendors & competitive scenario of the market prepared using market research tools such as Porter’s five forces and SWOT analysis.
Via
SBWire
Enterprise Resource Planning System Market May See a Big Move : Microsoft, Kronos, Epicor, IBM
February 09, 2023
Stay up-to-date with Enterprise Resource Planning System Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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SBWire
Topics
Economy
Non-Life-Insurance Platforms Market May Set Epic Growth Story :SAP, Duck Creek, Adacta
February 09, 2023
Stay up-to-date with Non-Life-Insurance Platforms Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Earnings Scheduled For February 9, 2023
↗
February 09, 2023
Companies Reporting Before The Bell • AstraZeneca (NASDAQ:AZN) is expected to report quarterly earnings at $0.67 per share on revenue of $11.21 billion.
Via
Benzinga
Online Higher Education Market to See Huge Growth by 2027 : Microsoft, McGraw-Hill Education, Apollo Education Group
February 08, 2023
Online Higher Education Comprehensive Study by Type (Academic, Corporate), Vendor (Service Providers, Content Providers), End User (Higher Education Institutions, K-12 Schools, Others) Players and...
Via
SBWire
Gamification Software Market – Major Technology Giants in Buzz Again : Microsoft, SAP, Centrical
February 08, 2023
Stay up-to-date with Gamification Software Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Artificial Intelligence
International Purchasing Market Share and Size 2023 : Business Development Strategies , Growth Scope, Striking Opportunities , Competitive Insights & Sales Price by 2030
February 07, 2023
International Purchasing Market SWOT Analysis by Top Key Players - Axis Group International, Energia, Oracle, SAP Ariba, IBM, Epicor Software, Alps Logistics Co., Ltd., International Procurement...
Via
SBWire
Life Insurance Software Market Giants Spending Is Going to Boom : Microsoft, Ebix, Acturis, Oracle
February 07, 2023
Advance Market Analytics published a new research publication on "Life Insurance Software Market Insights, to 2027" with 232 pages and enriched with self-explained Tables and charts in presentable...
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SBWire
Sr. SAP Basis Cloud Architect and Research Scholar, Avinash Ganne Leads by pushing the boundaries And Expanding The Collective Knowledge Of IT, Architecture And Cloud
February 06, 2023
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Get News
Digital Energy Market to See Huge Growth : Siemens, IBM, SAP, Accenture
February 06, 2023
Stay up-to-date with Digital Energy Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Supply Chain
IoT in Healthcare Market Worth Observing Growth: Qualcomm Life, Medtronic, Royal Philips
February 06, 2023
Get an extensive IoT in Healthcare Market analysis of the dominant vendors, their latest products and services, and the competitive landscape of the industry.
Via
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