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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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Intercontinental Exchange
(NY:
ICE
)
164.31
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Apr 13, 2026
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'Share The Victory With Us': President Zelensky Rings NYSE Bell Virtually, Welcomes Investment In Ukraine
↗
September 06, 2022
The president of Ukraine spoke virtually ahead of the opening bell for the New York Stock Exchange Tuesday. Here’s why he was part of the ceremony and what he had to say about his country.
Via
Benzinga
Intercontinental Exchange Reports August 2022 Statistics
September 06, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE Benchmark Administration Consults on Potential Cessation of ICE Swap Rate® based on USD LIBOR®
August 30, 2022
From
Intercontinental Exchange
Via
Business Wire
AMD And 2 Other Stocks Insiders Are Selling
↗
August 26, 2022
The Nasdaq Composite dropped more than 300 points on Friday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Looking Into Intercontinental Exchange's Return On Capital Employed
↗
August 15, 2022
Via
Benzinga
CTBC Investments Selects ICE FactSet Selected Financials and Data Industry Index for New ETF
August 25, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE to Launch UK Carbon Allowance Options
August 25, 2022
From
Intercontinental Exchange
Via
Business Wire
Terminal Transfer Fee Waiver Extended for ICE Midland WTI AGC Futures
August 22, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE Launches 10 Carbon Credit Futures Vintages Extending Out to 2030
August 17, 2022
From
Intercontinental Exchange
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For August 17, 2022
↗
August 17, 2022
Via
Benzinga
What 6 Analyst Ratings Have To Say About Intercontinental Exchange
↗
August 08, 2022
Within the last quarter, Intercontinental Exchange (NYSE:ICE) has observed the following analyst ratings:
Via
Benzinga
ICE to Host Auctions of Nature Based Carbon Removal Credits for GreenTrees
August 08, 2022
From
Intercontinental Exchange
Via
Business Wire
Intercontinental Exchange: Q2 Earnings Insights
↗
August 04, 2022
Intercontinental Exchange (NYSE:ICE) reported its Q2 earnings results on Thursday, August 4, 2022 at 07:30 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Intercontinental Exchange Approves Third Quarter Dividend of $0.38 per Share
August 04, 2022
From
Intercontinental Exchange
Via
Business Wire
Intercontinental Exchange Reports Strong Second Quarter 2022
August 04, 2022
From
Intercontinental Exchange
Via
Business Wire
Intercontinental Exchange Reports July 2022 Statistics
August 03, 2022
From
Intercontinental Exchange
Via
Business Wire
If You Invested $100 In This Stock 10 Years Ago, You Would Have $400 Today
↗
August 01, 2022
Intercontinental Exchange (NYSE:ICE) has outperformed the market over the past 10 years by 3.03% on an annualized basis producing an average annual return of 14.39%. Currently, Intercontinental...
Via
Benzinga
Silgan Holdings Inc. Completes Listing Transfer to the New York Stock Exchange
August 01, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE Launches Plug-and-Play Connectivity to Managed Data Feed in Taiwan
July 27, 2022
From
Intercontinental Exchange
Via
Business Wire
The New York Stock Exchange and SGX Group Announce Wide-Ranging Collaboration including Dual Listing of Companies
July 21, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE Extends Climate Risk Management Offering With Acquisition of Urgentem
July 21, 2022
From
Intercontinental Exchange
Via
Business Wire
ICE Launches the ESG Geo-Analyzer for Property-Level Climate Risk and Demographic Data
July 19, 2022
From
Intercontinental Exchange
Via
Business Wire
The New York Stock Exchange Launches NYSE Institute, Championing Capital Markets and NYSE-Listed Companies
July 19, 2022
From
Intercontinental Exchange
Via
Business Wire
If You Invested $1,000 In The Market When Jim Cramer Rang The NYSE Bell In 2015, Here's How Much You'd Have
↗
July 18, 2022
A well-known talking head in the financial sector was the honorary bell ringer Monday, July 18. Here’s a look at why investors are worried about the bell ringing and how the market has performed since...
Via
Benzinga
Jim Cramer Will Ring Monday's NYSE Opening Bell, Twitter is Throwing A Fit Already
↗
July 18, 2022
Jim Cramer, the host of “Mad Money,” will be ringing the opening bell on the Intercontinental Exchange Inc-owned (NYSE: ICE) New York Stock Exchange on Monday.
Via
Benzinga
Here's How Much You Would Have Made Owning Intercontinental Exchange Stock In The Last 15 Years
↗
July 14, 2022
Intercontinental Exchange (NYSE:ICE) has outperformed the market over the past 15 years by 1.26% on an annualized basis producing an average annual return of 7.34%. Currently, Intercontinental Exchange...
Via
Benzinga
ICE Benchmark Administration Introduces Calendar Year Inflation Expectations to ICE U.S. Dollar Inflation Expectations Index Family
July 14, 2022
From
Intercontinental Exchange
Via
Business Wire
Intercontinental Exchange Reports June and Second Quarter 2022 Statistics
July 06, 2022
From
Intercontinental Exchange
Via
Business Wire
The “Sleeper” Stock Quietly Beating Robinhood
↗
July 01, 2022
Learn why SCHW is the best stock for those looking to invest in financial companies. It’s quietly become one of America’s best-run banks.
Via
InvestorPlace
Here's How Much You Would Have Made Owning Intercontinental Exchange Stock In The Last 10 Years
↗
June 29, 2022
Intercontinental Exchange (NYSE:ICE) has outperformed the market over the past 10 years by 2.89% on an annualized basis producing an average annual return of 13.63%. Currently, Intercontinental...
Via
Benzinga
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