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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
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Alphabet-A
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GOOGL
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Updated: 4:00 PM EDT, May 1, 2026
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Broadcom’s AI Revenue Rockets 106% to $8.4 Billion as Custom Silicon Dominates the Infrastructure Build-Out
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The Great Thaw: Goldman Sachs Forecasts a 15% Surge in M&A as 'Deal Winter' Ends
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The Artificial Intelligence (AI) Trade Is Splitting in Two. Here's How to Pick the Right Side in 2026.
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The 2026 Microsoft Deep-Dive: Silicon, Surface, and the Crossover Year of AI PCs
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Date: March 24, 2026 Introduction As we navigate the first quarter of 2026, Microsoft Corporation (NASDAQ: MSFT) stands at a pivotal crossroads in its fifty-year history. After a decade-long...
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AI Infrastructure Milestone: Tower Semi and Coherent Rally on Silicon Photonics Breakthrough
March 24, 2026
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MacBook Neo Will Shake Up Google's Chromebooks And Windows PCs? Analyst Says It 'Opens The Door' For Apple In This Segment
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GMCSuspension.com Launches Automated Audit Tool for Google Merchant Center Suspensions
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Google And Meta's Fate Hangs In The Balance As Jury Signals Deadlock In Social Media Addiction Trial
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Jensen Huang Says Agentic AI Changes Everything. Here's the Stock Best Positioned to Profit in 2026.
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March 23, 2026
Google parent company Alphabet has already emerged as a leader in the AI market, but its Project Mariner prototype is positioned to make it a leader in agentic AI as well.
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360WiSE® Recognized Across Google, Microsoft, and X AI Systems as AI-Verified Infrastructure Layer
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Nasdaq 100 at the Brink: Tech Giants Stumble as Yields and ‘AI Fatigue’ Trigger Market Correction
March 23, 2026
The high-flying technology sector is facing its most significant test in years as the Nasdaq 100 (NASDAQ: NDX) teeters on the edge of a formal correction. As of March 23, 2026, the tech-heavy index has...
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The Great Rebalancing of 2026: Tangible Assets Surge as Big Tech’s AI Premium Fades
March 23, 2026
As of March 23, 2026, the financial landscape has undergone a violent and systemic transformation. The era of "growth at any cost," which propelled mega-cap technology and communication services to...
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MarketMinute
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The Great Reset: Why the 'Dead Decade' for U.S. Large-Caps Is Just Beginning
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As of March 23, 2026, the era of effortless double-digit returns in the U.S. equity markets is facing its most rigorous structural challenge in a generation. Following a blistering performance in 2024...
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The $611 Billion 'Scare Trade': Anthropic’s Autonomous Agents Trigger Global Software Meltdown
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In a week that will likely be remembered as the "SaaSpocalypse," a massive wave of panic selling has erased over $611 billion in market capitalization across the software and financial services...
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Goldman Sachs Forecasts 2026 'Megadeal' Renaissance as AI and Energy Infrastructure Ignite M&A Surge
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Via
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Topics
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