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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
Featured Articles
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Vanguard S&P 500 ETF
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597.55
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Updated: 8:00 PM EDT, Mar 31, 2026
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Small Caps Rally, AMD Hits 13-Month Highs: What's Moving Markets Wednesday?
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August 13, 2025
Tech-heavy indices were little moved on Wednesday, while small caps and blue chips surged as investors rotated into lagging names, signaling a broadening market rally.
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August 13, 2025
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Bessent Wants Aggressive Fed Rate Cuts: 'We Should Be 150-175 Points Lower'
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August 13, 2025
U.S. Treasury Secretary Scott Bessent calls for major Fed rate cuts and pushes for a Congressional stock trading ban.
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Stocks Say No Recession: S&P 500 Earnings Crush Expectations
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August 12, 2025
S&P 500 firms are crushing Wall Street forecasts, delivering the strongest revenue beat in years while recession mentions collapse.
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Elon Musk’s Tesla Pay Deal Appeal: Delaware Supreme Court To Reportedly Hear Arguments In October
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August 12, 2025
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US-listed ETFs saw $19B inflows, with bond ETFs leading at $15.3B. Investors betting on Fed rate cuts, favoring short-term Treasury exposure.
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Nasdaq 100, S&P 500 Hit New All-Time Highs, Airlines Jump: What's Moving Markets Tuesday?
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August 12, 2025
Wall Street is in full rally mode after July’s inflation data eased fears that tariff-related cost pressures were widespread. The headline Consumer Price Index (CPI) came in below expectations, holding...
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Nvidia, Ansys Partner To Integrate Omniverse Into Simulation Tools: Here’s More
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August 12, 2025
The partnership aims to facilitate simulation workflows for complex applications such as autonomous solutions and fluid dynamics by integrating Nvidia’s digital twin platform.
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Tesla Procures Rideshare Permit In Texas: Retail Expects Stock To Trade Over $330 Until Next Major Update
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August 08, 2025
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Elon Musk Says Upcoming FSD Update Will Reduce Need For Driver Attention ‘Substantially’
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August 08, 2025
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Coherent Deepens Partnership With Apple On Laser Tech
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August 07, 2025
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July Inflation Brings A Mixed Bag As Tariff Impact Remains Muted
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August 12, 2025
July CPI showed cooling headline inflation but hotter core prices, keeping Fed rate cut bets alive despite Trump's tariff wave.
Via
Benzinga
Topics
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Government
World Trade
Intel Jumps Ahead Of Trump Meeting, Bitcoin Tops 120,000: What's Moving Markets Monday?
↗
August 11, 2025
U.S. equities opened the week with little momentum as traders kept risk-taking in check ahead of a packed economic and geopolitical calendar.
Via
Benzinga
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Government
If History Repeats, This Unstoppable ETF Can Make You a Millionaire With a $100,000 Initial Investment and $800 Monthly Contributions Over 20 Years
↗
August 10, 2025
The index this exchange-traded fund (ETF) attempts to mirror has never produced a negative total return, including dividends, over a 20-year period.
Via
The Motley Fool
Topics
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ETFs
Stocks
Here's the Smartest Way to Invest in the S&P 500 in August
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August 09, 2025
The popular index has generated impressive returns in the past decade.
Via
The Motley Fool
Topics
Artificial Intelligence
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Economy
Is the Vanguard Value ETF the Simplest Way to Consistently Collect More Passive Income Than the S&P 500?
↗
August 09, 2025
This ultra-low-cost ETF is an excellent way to invest in large-cap value stocks, many of which pay dividends.
Via
The Motley Fool
Topics
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Regulatory Compliance
Stocks
Tesla To Launch Second Showroom In India On August 11: Find Out More
↗
August 08, 2025
Tesla launched its flagship store in Mumbai’s Bandra Kurla Complex (BKC), spanning 4,000 square feet, in July.
Via
Stocktwits
Topics
Government
World Trade
Tech Stocks Eye Record Highs As Magnificent Seven Top $19.5 Trillion: What's Moving Markets Friday?
↗
August 08, 2025
Tech stocks staged a full rebound from last Friday's sell-off, with the Nasdaq 100 surging to 23,600 — just shy of the 23,700 all-time high set in late July, as the week’s strong sector earnings and...
Via
Benzinga
2 Vanguard ETFs to Buy With $100 and Hold Forever
↗
August 08, 2025
Putting any sum of money toward an investment is a big decision. You're likely to be happy with your choice if you buy two of Vanguard's most popular funds.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
2 Brilliant Vanguard Index Funds to Buy With $1,000 in August and Hold Forever
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August 08, 2025
These Vanguard index funds offer diversified exposure to many of the most influential stocks in the world.
Via
The Motley Fool
Topics
ETFs
Trump's New Ally For Lower Rates: Stephen Miran Set For Fed Board Nomination
↗
August 07, 2025
Trump will nominate Stephen Miran to the Federal Reserve Board, giving him a vote on interest rates until January 2026.
Via
Benzinga
Topics
Economy
Government
Apple Jumps, Eli Lilly Crashes On Worst Day In 25 Years: What's Moving Markets Thursday?
↗
August 07, 2025
U.S. equities slipped midday Thursday as corporate earnings and fresh tariff announcements from President Donald Trump drove divergent moves in heavyweight names.
Via
Benzinga
Topics
Government
World Trade
Prediction: Buying the Vanguard S&P 500 ETF Today Could Set You Up for Life
↗
August 07, 2025
You don't have to pick individual stocks to make money in the market. You can be proactive with your retirement by investing in this passive fund.
Via
The Motley Fool
Topics
ETFs
Economy
Retirement
2 Simple ETFs to Buy With $1,000 and Hold for a Lifetime
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August 07, 2025
Exchange-traded funds (ETFs) take a lot of the legwork out of investing.
Via
The Motley Fool
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ETFs
Is the Vanguard 500 Index Fund ETF a Buy Now?
↗
August 07, 2025
The market is trading near all-time highs, which suggests that now is a terrible time to buy the Vanguard S&P 500 ETF. Or is it?
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
Trump Doubles Tariffs On India To 50% Over Russian Oil Trade
↗
August 06, 2025
Trump doubles tariffs on Indian imports to 50% over Russian oil ties, rattling markets and putting $91 billion in U.S.-India trade at risk.
Via
Benzinga
Topics
Government
World Trade
Wall Street Recovers, Apple Rallies 6% On $100-Billion Gov Manufacturing Investment: What's Moving Markets Wednesday?
↗
August 06, 2025
U.S. stocks rebounded sharply on Wednesday, fully erasing last Friday's losses, as upbeat corporate earnings and renewed investor optimism outweighed concerns over escalating trade tensions.
Via
Benzinga
Uber CEO Hints At More Robotaxi Partnerships And Strong Investor Demand: Retail’s All In
↗
August 06, 2025
Uber’s Q2 booking increased 17% year-on-year (YoY) to $46.8 billion, and trips during the quarter grew 18% YoY to 3.3 billion.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
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