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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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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Mitsubishi Corp
(OP:
MSBHF
)
25.60
-0.15 (-0.58%)
Streaming Delayed Price
Updated: 3:56 PM EST, Jan 20, 2026
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The Era Of Electric Pickups Is Almost Here
↗
April 20, 2023
Worksport Ltd.
Via
Benzinga
Warren Buffett Reveals 'Confounding' Fact That Made Him Invest In Japan's Top 5 Trading Firms: 'Better Than I Thought'
↗
April 12, 2023
Billionaire investor Warren Buffett said in an interview with Nikkei on Tuesday that he was proud of his investments in shares of Japanese trading houses.
Via
Benzinga
Buffett Loves Japan: Nikkei Stocks Rally After Berkshire Hathaway CEO Says He Raises Bets in Five Japanese Trading Houses
↗
April 11, 2023
Shares of the Nikkei 225, the largest equity index in Japan, increased more than 1% after Berkshire Hathaway Inc (NYSE: BKR-A) CEO Warren Buffett stated in a media interview with Nikkei press that he...
Via
Benzinga
Twitter Inc Is Officially Defunct, Alibaba Plans to Integrate ChatGPT Like Chatbot Across Products, Moderna's Flu Shot Study Misses 'Early Success' Criteria: Today's Top Stories
↗
April 11, 2023
Benzinga Twitter Inc Is Officially Defunct As Elon Musk Pursues' Superapp' Goal
Via
Benzinga
Mitsubishi Corporation and ENEOS launch a Joint Venture for Last One Mile Delivery Business based at Gas Stations
January 04, 2023
From
Mitsubishi Corporation
Via
JCN Newswire
Warren Buffett 'Very Proud' Of Japanese Investments: 5 Tokyo-Listed Stocks Berkshire Has Stakes In
↗
April 11, 2023
Via
Benzinga
Shonan iPark Outlines New Operational Structure to Provide Scale and Sustainable Long-Term Growth for the Ecosystem
December 21, 2022
Via
JCN Newswire
Mitsubishi Corporation awarded Hollandse Kust West Site VI Offshore Wind in the Netherlands
December 16, 2022
From
Mitsubishi Corporation
Via
JCN Newswire
Tokyo Gas, Osaka Gas, Toho Gas and Mitsubishi Collaborate to Produce e-methane in the US and Transport It to Japan, Utilizing Cameron LNG in Louisiana
November 29, 2022
From
Mitsubishi Corporation
Via
JCN Newswire
Joint Feasibility Study on the Commercialization of Sustainable Aviation Fuel
April 19, 2022
Via
JCN Newswire
QSP Crypto Price Predictions: Will Quantstamp Keep Up the Pace in 2022?
↗
February 15, 2022
QSP crypto price predictions are becoming a sudden interest of altcoin investors, thanks to the token's recent surge.
Via
InvestorPlace
Sweet Smell Of Recovery
↗
October 05, 2021
Markets today saw many reversals of moves by ADR companies in the course of the day, mainly because of macro changes.
Via
Talk Markets
September Ends
↗
September 30, 2021
Congress managed to pass a bipartisan short-term spending bill avoiding a crisis over the debt ceiling.
Via
Talk Markets
Delta Variant Fears Continue
↗
September 09, 2021
The jobless level fell to 310,000 whereas the consensus forecast was for 335,000, so risks of inflation are higher.
Via
Talk Markets
The Real World
↗
August 11, 2021
The rise of the delta has caused markets to drop back after the rises earlier although inflation still remains within a point or two of forecasts at 5.3-5.4% annualized.
Via
Talk Markets
Markets: COVID Is Back
↗
August 03, 2021
BP Plc reported earnings beats of 22 cents with a Q2 eps of 83 cents. Schlumberger Ltd, normally supported by French descendants from the founding Alsatian brothers, was hit by concern about the price...
Via
Talk Markets
Topics
Earnings
Recovery Friday
↗
July 09, 2021
The big winners this week were Financials.
Via
Talk Markets
People Needed
↗
July 02, 2021
If qualified people are not looking for work, they will have to be lured to do so with higher wages.
Via
Talk Markets
America’s Greatest Danger isn’t China. It’s Much Closer to Home.
↗
June 20, 2021
China’s increasingly aggressive geopolitical and economic stance in the world is unleashing a fierce bipartisan backlash in America. That’s fine if it leads to more investment in research, education,...
Via
Talk Markets
Two Rate Hikes In 2023
↗
June 16, 2021
This afternoon our Fed chief Jerome Powell predicted there will be interest rate hikes faster than before. The news hit US stocks, gold, and bitcoin hard.
Via
Talk Markets
Topics
Economy
Happy Friday
↗
June 11, 2021
The inflation risk is being ignored by the US market now that there will probably not be a tax increase and may be higher prices for longer.
Via
Talk Markets
Friday Market Report
↗
April 23, 2021
Schlumberger Ltd of Curação today reported on its Q1 results which were good.
Via
Talk Markets
Earth Day
↗
April 22, 2021
Once again the exchanges are unsure if they want to go up or down.
Via
Talk Markets
Britain Is Back
↗
April 06, 2021
England is going to reopen earlier than expected thanks to the speedy rollout of Covid-19 inoculation.
Via
Talk Markets
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