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home
about us
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Team Biographies
Firm ADV PDFs
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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
Services, Fees and Compensation
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Expedia
(NQ:
EXPE
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332.69
+4.38 (+1.33%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 14, 2026
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Betting With the ‘Big Short’: 3 Michael Burry Stocks to Bank On
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September 15, 2023
Burry's insight and strategic thinking led him to invest in three seemingly disparate industries.
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Airbnb Joins the S&P 500, Time to Buy In?
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Digital lodging platform Airbnb Inc. (NASDAQ: ABNB) shares gained over 7% on news of being added to the S&P 500 index on Sept. 18, 2023. It will
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Short-Seller Titans Agree: Michael Burry, Citron Both Like This Stock
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September 11, 2023
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These best travel stocks offer hefty upside potential ahead at this time amidst a revival in the travel sphere.
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BookingPal.com and OwnerDirect.com Join Forces to Amplify Vacation Rental Visibility and Bookings
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Affiliate Business System Revolutionizes Affiliate Marketing
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
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September 05, 2023
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Reputable real estate investment firm Novae Stone Investment is helping develop the upcoming Columbia City Project
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Salesforce, Autodesk And 2 Other Stocks Insiders Are Selling
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The 3 Most Promising Travel Stocks to Own Now
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As tourism revenue increases, these travel companies are reaping the benefit, leaving these top travel stock picks with room to grow.
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Green Book Global Partners with Expedia for Black Travel Review Month, Amplifying Black Voices in the Travel Sphere
August 29, 2023
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The 3 Blue-Chip Stocks Every Investor Needs to Own Today
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August 28, 2023
These three blue-chip stocks are all industry giants in their respective sectors — and offer future growth and stability.
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3 Dirt-Cheap Stocks That Could Skyrocket
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These investments have the potential to rally rapidly once the market finally sees what it has been overlooking.
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Expedia Group to Participate in Goldman Sachs Communacopia + Technology Conference
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Online Hotel Booking Market Is Booming Worldwide : Agoda, Booking.com, Choice Hotels
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Are These 3 Travel-Related Stocks Actionable After Big Rallies?
August 22, 2023
Booking Holdings, Trip.com, and MakeMyTrip show resilience despite market turbulence. All show strong returns and analysts are bullish about future prospects.
Via
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Topics
Economy
Travel To Make Up 1 In 9 Jobs By 2033 With $15.5T Economy: Report
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August 21, 2023
By 2033, the Travel industry is reportedly expected to account for more than 11.6% of the global economy.
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The 3 Most Undervalued Travel Stocks to Buy Now: August 2023
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Warren Buffett and Michael Burry Just Sent Wall Street a Grim Warning: The Stock Market May Be Headed Lower
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Six Steps to Plan a Stress-Free Vacation with AARP Member Benefits
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(BPT) - With summer winding down, many are soaking up their last days at the beach or lake before the weather cools. With rest and relaxation on their minds, some have already started planning...
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Brandpoint
Billionaire David Tepper Just Went ALL IN on Tech Stocks
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August 15, 2023
David Tepper's Appaloosa hedge fund published its Q2 investments in a new 13F filing. Tepper purchased shares in several major tech stocks.
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
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August 15, 2023
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Benzinga
Green Book Global Launches Black Travel Review Month: Empowering Black Travelers and Amplifying Black Perspectives in the Travel Community
August 04, 2023
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AB Newswire
Investing in Expedia: Analysts Weigh in on Value and Risks Amid Revenue Shortfalls and Marketing Spend Shifts
↗
August 04, 2023
Credit Suisse analyst Stephen Ju maintained Expedia Group Inc (NASDAQ: EXPE) with an Outperform and raised the
Via
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
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August 04, 2023
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Benzinga
Markets Remain Bullish Following Earnings Reports
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August 04, 2023
The CNN Money Fear and Greed index showed further improvement in overall sentiment among U.S. investors on Thursday. U.S. stocks closed lower on Thursday, as investors monitored the recent corporate...
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Why Are Stocks Down Today?
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August 03, 2023
Rising yields, fading momentum in the earnings space and a credit downgrade address the question, why are stocks down today?
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Market Rally Under Pressure As Yields Soar; Amazon, ELF, Caterpillar Are Earnings Winners: Weekly Review
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August 04, 2023
Amazon, ELF and CAT were earnings winners, but there were big losers too.
Via
Investor's Business Daily
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