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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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Marriott International
(NQ:
MAR
)
326.79
+2.50 (+0.77%)
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Updated: 4:00 PM EDT, Mar 25, 2026
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Data Blackout: October Jobs Report Vanishes Amidst Historic Government Shutdown, Plunging Markets into Uncertainty
November 12, 2025
Washington D.C., November 12, 2025 – The U.S. economy finds itself navigating uncharted waters today, as the White House officially confirmed that the highly anticipated October jobs report will...
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Delta Airlines Soars Amidst Government Shutdown Resolution Hopes, Signaling Broader Airline Recovery
November 12, 2025
Atlanta, GA – November 12, 2025 – Delta Air Lines (NYSE: DAL) emerged as a standout performer in the financial markets today, witnessing a significant surge in its stock price as optimism mounted over...
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Sonder Stock Set For Big Hit As Marriott Pulls Plug On Partnership After Default
↗
November 09, 2025
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Market Cheers Government Reopening as Dow Soars to New Highs, Nasdaq Shows Caution
November 12, 2025
November 12, 2025 – The U.S. financial markets are experiencing a significant shift as optimism surrounding the imminent end of a protracted government shutdown has sent the Dow Jones Industrial...
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MarketMinute
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Dow Soars to New Record High as Government Shutdown Nears End
November 12, 2025
New York, NY – November 12, 2025 – The Dow Jones Industrial Average (DJIA) surged by nearly 400 points today, hitting an unprecedented record high, as investors enthusiastically embraced the impending...
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Dow Soars to All-Time Highs as Nation Awaits Crucial House Vote to End Government Shutdown
November 12, 2025
The Dow Jones Industrial Average (DJIA) has surged to unprecedented levels, marking new all-time highs this week, even as the nation holds its breath for a pivotal vote in the U.S. House of...
Via
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US Stock Market Rallies as Government Reopening Optimism Takes Hold
November 12, 2025
The United States stock market is experiencing a robust rally, fueled by a wave of optimism surrounding the anticipated end of the longest government shutdown in the nation's history. As of November...
Via
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Government
Stocks
Wall Street Soars to New Heights as Government Shutdown Ends, Dow Jones Industrial Average Hits Record High
November 11, 2025
New York, NY – November 11, 2025 – Investor optimism surged across Wall Street today as the Dow Jones Industrial Average (DJIA) closed at an unprecedented all-time high, propelled by the long-awaited...
Via
MarketMinute
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Gold Shines Bright Amidst Prolonged Government Shutdown and Worsening Labor Market Fears
November 11, 2025
New York, NY – November 11, 2025 – Gold, the perennial safe-haven asset, is experiencing a significant rally today, with prices soaring as investors seek refuge from a potent cocktail of economic...
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US Government Shutdown Nears End: A Breath of Relief for Markets and Economy
November 11, 2025
As of November 11, 2025, the United States federal government is poised to emerge from its longest shutdown in history, a 42-day impasse that has cast a long shadow over the nation's economy and its...
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Government Shutdown Resolution: Averted Recession, But Lingering Shadows Test Fed's Resolve
November 11, 2025
The United States has narrowly averted a deeper economic downturn with the recent resolution of a protracted government shutdown. While the immediate return to normalcy has sparked a collective sigh of...
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US Shutdown Resolution Ignites Market Optimism, Boosts Commodity Strength
November 11, 2025
Washington D.C. & New York, NY – November 11, 2025 – After weeks of political deadlock and mounting economic uncertainty, a bipartisan resolution to the protracted US government shutdown has sent a...
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ADP Report Reveals Tepid Job Growth, Fuels Rate Cut Hopes Amidst Market Volatility
November 11, 2025
The latest ADP National Employment Report for October 2025, released on November 5, 2025, has sent mixed signals through the financial markets, painting a complex picture of the U.S. labor landscape....
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ADP Report Signals Tepid Job Growth Amidst Underlying Labor Market Weakness, Posing Dilemma for Fed and Investors
November 11, 2025
The latest ADP National Employment Report for October 2025, released on November 5, 2025, delivered a mixed bag for financial markets, revealing a modest increase of 42,000 private sector jobs. While...
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Market Roars Back: Anticipated Government Shutdown Resolution Ignites Robust Rally
November 11, 2025
Washington D.C. & New York, NY – November 11, 2025 – The U.S. stock market is experiencing a significant "relief rally" today, November 11, 2025, as widespread optimism grows regarding an imminent...
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US Government Shutdown Resolution Ignites Market Relief Rally, Dow Jones Surges
November 11, 2025
Washington D.C. & New York, NY – November 11, 2025 – After weeks of political gridlock and economic uncertainty, the news of an impending bipartisan resolution to the record-long US government shutdown...
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3 Consumer Stocks with Questionable Fundamentals
November 10, 2025
Consumer discretionary businesses are levered to the highs and lows of economic cycles. Over the past six months, it seems like demand may be facing some headwinds as the industry’s 13.5% return has...
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StockStory
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Consumer Discretionary Sector Faces Headwinds Amidst Shifting Consumer Sentiment and Economic Uncertainty
November 10, 2025
New York, NY – November 10, 2025 – The Consumer Discretionary sector in the S&P 500 finds itself at a critical juncture, navigating a complex economic landscape characterized by conflicting signals...
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Sonder Holdings Inc. (SOND) Plummets Over 60% as Company Announces Chapter 7 Liquidation
November 10, 2025
Sonder Holdings Inc. (NASDAQ: SOND), once a promising player in the flexible living and hospitality sector, saw its shares plummet by over 60% today, November 10, 2025, following the devastating...
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Market Resilience Tested: How Investors Can Navigate U.S. Government Shutdowns
November 10, 2025
As the U.S. political landscape continues to present its unique set of challenges, the specter of a government shutdown remains a perennial concern for investors. These periods, marked by a cessation...
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US Markets Soar as Government Shutdown Fears Recede, Oil Prices Find New Lift
November 10, 2025
Washington D.C., November 10, 2025 – A wave of palpable relief swept through global financial markets today as fears of a prolonged U.S. government shutdown significantly eased, triggering a robust...
Via
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Markets Breathe Sigh of Relief as Historic Government Shutdown Nears Resolution
November 10, 2025
Washington D.C. – November 10, 2025 – The United States stock market is experiencing a significant uplift today, as news of an impending resolution to the nation's longest-ever government shutdown...
Via
MarketMinute
Topics
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Government
U.S. Consumer Sentiment Plunges to Near-Record Lows Amidst Government Shutdown Fears
November 07, 2025
The latest U.S. consumer sentiment data reveals a sharp and concerning decline in November 2025, signaling widespread economic apprehension across the nation. With the University of Michigan Consumer...
Via
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Travel Sector Soars on S&P 500: Expedia's Stellar Q3 2025 Earnings Signal Robust Market Health
November 07, 2025
New York, NY – November 7, 2025 – The S&P 500's travel sector is experiencing a significant uplift today, driven by an exceptionally strong Q3 2025 earnings season that has invigorated investor...
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The Stock Market Is Signaling a Recession. Here's How to Prepare Your Portfolio.
November 07, 2025
The financial markets are increasingly flashing warning signs that an economic recession may be on the horizon, prompting investors to re-evaluate their strategies. A confluence of indicators, from...
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Market Takes a Tumble: AI Valuations and Government Shutdown Spark Broad Sell-Off on November 7, 2025
November 07, 2025
U.S. equity markets concluded November 7, 2025, with a significant downturn, extending a week-long slide that saw the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average all closing sharply...
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Markets Reel as Economic Angst Brews Amid Looming Government Shutdown Threat
November 07, 2025
As of November 7, 2025, financial markets are gripped by a palpable sense of unease, with stocks experiencing significant downturns driven by a confluence of escalating economic angst and the...
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The Market's Uneasy Dance: Navigating Economic Data in a Shifting Landscape
November 07, 2025
The financial markets are currently locked in a delicate dance, reacting with heightened sensitivity to a barrage of economic data releases. Key indicators, including monthly jobs reports and quarterly...
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European Stocks Eye Resurgence Amidst Renewed US Market Jitters
November 07, 2025
As November 2025 unfolds, a compelling narrative is once again taking shape in global financial markets: the potential for European equities to outperform their American counterparts. While the US...
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The Fading Promise of Dip-Buying: Markets Brace for Sustained Weakness
November 07, 2025
As of November 7, 2025, a significant shift is ripping through financial markets: the once-reliable strategy of "buying the dip" is rapidly losing its efficacy. Attempts by investors to capitalize on...
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