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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Usdata Corp
(OP:
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Updated: 10:59 AM EST, Dec 22, 2025
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Maxine Waters 'Deeply Concerned' That PayPal Chose To Launch Stablecoin In Absence Of US Regulations
↗
August 09, 2023
Rep.
Via
Benzinga
Shiba Inu Emerges As Top Choice For Ethereum Whales, Despite Majority Of SHIB Investors Facing Losses
↗
July 28, 2023
The top 100 largest Ethereum (CRYPTO: ETH) whales are known for their holdings and diverse investments.
Via
Benzinga
Musk Vs. Zuckerberg Fight Has Crypto Gamblers Seeking 80% Returns On Potential Billionaire's Clash
↗
July 11, 2023
In a showdown that has captured the imagination of the internet, renowned tech moguls Mark Zuckerberg, the CEO of Meta, and Elon Musk, the influential figurehead of Tesla and Twitter, have ignited...
Via
Benzinga
SAP Taps Circle's USDC Stablecoin To Solve 'Hassle' Of Cross-Border Payments
↗
June 23, 2023
Software firm SAP is reportedly employing Circle’s (CRYPTO: USDC) stablecoin to examine international payment procedures.
Via
Benzinga
Bitcoin Surges 3% In Volatile Week But This Altcoin Steals The Show With 25% Surge
↗
June 18, 2023
The cryptocurrency market has seen a mix of performances this week, with some coins showing significant growth while others maintained a steady pace.
Via
Benzinga
Crypto Mayhem On Saturday: Why Polygon, Solana, Dogecoin, Shiba Inu, And Other Altcoins Are Tumbling
↗
June 10, 2023
The cryptocurrency space was swathed in a sea of red Saturday morning, as most altcoins pulled back sharply.
Via
Benzinga
Crypto Whales Dive Deep Amid SEC's Binance Charges, Spotting Opportunities In Turbulence
↗
June 06, 2023
Notwithstanding the market volatility following the Securities and Exchange Commission's (SEC) charges against Binance for purported violations of the nation's securities laws, blue-chip firms and...
Via
Benzinga
When Bitcoin Was At $5K, This Small Asian Country Took To Mining: Now, It's Paying Off
↗
May 02, 2023
Bhutan‘s investment arm Druk Holding and Investments, or DHI, has reportedly been mining Bitcoin (CRYPTO: BTC) for a “few years” in an effort to diversify the country’s portfolio.&n
Via
Benzinga
Circle CEO Blames Regulators, Banking Crisis For USD Coin Slump: 'Moment For Congress To Step Up'
↗
April 26, 2023
The decline in the market value of stablecoin USD Coin (CRYPTO: USDC) can be attributed to a growing trend of investors looking to "de-risk out of the U.S." amid concerns about the country’s banking...
Via
Benzinga
France Goes Crypto-Friendly As Stablecoin Giant Circle Sets Up Shop In Paris
↗
March 21, 2023
Stablecoin giant Circle Internet Financial Ltd. is set to establish its European headquarters in Paris, citing the favorable cryptocurrency environment created by President Emmanuel Macron’s gover
Via
Benzinga
'Black Swan' Author Nassim Taleb Criticizes Balaji Srinivasan's Bitcoin Trade: Potential Way To Take On The Bet
↗
March 20, 2023
“The Black Swan” author Nassim Nicholas Taleb has criticized former Coinbase (NASDAQ:COIN) CTO Bala
Via
Benzinga
Crypto Investors Panic And Pull $3B From This Stablecoin In 3 Days
↗
March 16, 2023
Investors have withdrawn around $3 billion from the stablecoin USDC over the course of three days, according to a blog post by Circle (CRYPTO: USDC).
Via
Benzinga
Cathie Wood Gets Elon Musk's Nod After Slamming Regulatory Failure Over Banking Crisis: 'Lot Of ... Similarities To 1929'
↗
March 14, 2023
ARK Investment Management CEO Cathie Wood believes regulators should have focussed on the opaque failure points of the traditional banking system rather than blocking decentralized financial platforms...
Via
Benzinga
USD Coin Defies Gravity And Returns To $1 Peg After Nail-Biting Weekend
↗
March 13, 2023
Stablecoin USD Coin (CRYPTO: USDC), issued by Circle, is gradually returning to its $1 peg, after a tumultuous weekend, after CEO Jeremy Allaire
Via
Benzinga
Stable Crypto Firms To Emerge In 2023 After 'Annus Horribilis,' Circle's Disparte Says
↗
January 03, 2023
The cryptocurrency industry was in turmoil throughout 2022, but that will lead to more stable companies in 2023, accoridng to Circle (CRYPTO: USDC) chief strategy officer Dante Disparte.
Via
Benzinga
Binance Temporarily Stops USDC Withdrawals As Investor Concerns Over Reserves Mount
↗
December 13, 2022
Cryptocurrency exchange Binance announced on Tuesday that it is temporarily halting withdrawals of the stablecoin USDC (CRYPTO: USDC) while it conducts a "token swap."
Via
Benzinga
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