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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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Vanguard S&P 500 ETF
(NY:
VOO
)
597.55
+16.62 (+2.86%)
Official Closing Price
Updated: 8:00 PM EDT, Mar 31, 2026
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Wall Street Rebounds Ahead Of Palantir Earnings: What's Moving Markets Monday?
↗
August 04, 2025
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Walmart Notches Third Weekly Gain As Tariff Jitters Cool Retail Buzz — But Traders Laud Resilience Amid 'Bloody Market Day'
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Wall Street's Fear Gauge Is Back–And Buying It Might Save Your Summer
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Is Schwab U.S. Dividend Equity ETF the Smartest Investment You Can Make Today?
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August 03, 2025
The Schwab U.S. Dividend Equity ETF does what you would do if you bought individual dividend stocks.
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The Best Vanguard ETF to Invest $1,000 in Right Now
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August 03, 2025
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Economy
Trump Issues Nuclear Threat To Russia–And Wall Street's Fear Gauge Goes Vertical
↗
August 01, 2025
Trump's nuclear warning to Russia, new tariffs, and weak jobs data trigger a market sell-off as the VIX surges 27%.
Via
Benzinga
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World Trade
‘Buy The Freaking Dip!’ Retail Traders Rally Behind Amazon As Stock Tanks Despite Crushing Q2 Estimates
↗
July 31, 2025
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Meta, Microsoft Power Wall Street To New Records Despite Inflation Jump: What's Moving Markets Thursday?
↗
July 31, 2025
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Via
Benzinga
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Stocks Sell Off, Gold Rallies On Tariff Turmoil, Weak Jobs Data: What's Moving Markets Friday?
↗
August 01, 2025
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Via
Benzinga
Moderna CEO Attributes Full-Year Revenue Guidance Reduction To Timing Of Shipments: Retail Pins Hopes On Pipeline After Q2 Beat
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August 01, 2025
The vaccine maker lowered its full-year revenue guidance to a range of $1.5 billion to $2.2 billion, reflecting a $300 million reduction at the high end of the range.
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Starbucks China Operations: JD, Tencent, KKR Among Potential Investors To Submit Bids - Report
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August 01, 2025
The U.S. coffee chain’s China deal may include a partial or complete stake sale, or a financial and operational partnership with a local firm.
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Stock Market Outlook: July's Highs Mask A Dangerous August Twist
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July 31, 2025
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July 31, 2025
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Earnings
Think It's Too Late to Start Investing in Your 40s? Here's Why You Still Have Time to Build Wealth
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July 31, 2025
You probably still have decades before you retire -- you can amass a lot of money in that time.
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The Motley Fool
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Moderna Announces 10% Layoffs Ahead Of Q2 Report: Retail Now Eyes ‘Good Enough’ Earnings
↗
July 31, 2025
CEO Stéphane Bancel said in a note to employees on Thursday that the move is part of the company’s commitment to reduce annual operating expenses by about $1.5 billion by 2027.
Via
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Topics
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Supply Chain
Workforce
AbbVie CEO Sees ‘Substantial Momentum’ For Remaining Year After Q2 Earnings Beat: Retail’s No Longer Pessimistic
↗
July 31, 2025
For the full year, the company raised its adjusted and diluted earnings per share guidance to $11.88 to $12.08, up from its previous guidance of $11.67 to $11.87.
Via
Stocktwits
Topics
Intellectual Property
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