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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
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MARKET RESEARCH
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American International Group
(NY:
AIG
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75.56
+0.31 (+0.41%)
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Updated: 7:00 PM EDT, Apr 1, 2026
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Small Business Insurance Market Is Booming Worldwide with AIG, AXA, Allianz
↗
May 04, 2021
Stay up to date with Small Business Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Regulatory Compliance
Supply Chain
Accidental Death and Dismemberment Insurance Market Next Big Thing: Major Giants Aviva, Allianz, AXA
↗
April 30, 2021
Stay up-to-date with Accidental Death and Dismemberment Insurance market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Personal Accident Insurance Market to See Huge Growth by 2026: AIG, Allianz, AXA
↗
April 30, 2021
What's Ahead in the Global Personal Accident Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Specialty Insurance Sectors Market to Witness Massive Growth by AIG Group, Zurich Group, Ironshore Group
↗
April 30, 2021
What's Ahead in the Global Specialty Insurance Sectors Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Taxi Insurance Market Is Booming Worldwide with Acorn Insurance, Swinton Insurance, AXA
↗
April 30, 2021
What's Ahead in the Global Taxi Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Directors and Officers Liability Insurance Market May See Big Move with Major Giants : Chubb, AIG, Hiscox
↗
April 30, 2021
What's Ahead in the Global Directors and Officers Liability Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Topics
Lawsuit
Product Liability Insurance Market to Eyewitness Massive Growth by 2026 : AdvisorSmith, AIG, Hartford
↗
April 29, 2021
Stay up-to-date with Product Liability Insurance market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Supply Chain
Cancer Insurance Market Next Big Thing : Major Giants Allianz, Aviva, MetLife
↗
April 26, 2021
Stay up-to-date with Cancer Insurance market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Liability Insurance Market to Witness Huge Growth by 2026 : Allstate, Liberty Mutual, Allianz SE
↗
April 29, 2021
What's Ahead in the Global Liability Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Cabral Gold Drills 3m @ 13.2 g/t gold at Hamilton Novo, 300m North of MG Gold Deposit, Cuiú Cuiú District, Brazil
April 29, 2021
Vancouver, British Columbia--(Newsfile Corp. - April 29, 2021) - Cabral Gold Inc. (TSXV: CBR) (OTC Pink: CBGZF) ("Cabral" or the "Company") is pleased...
Via
Newsfile
Adventure Sports Travel Insurance Market Still Has Room to Grow: Allianz, AIG, Munich RE, Generali, Tokio Marine
↗
April 28, 2021
How to reach that market place and its associated audience with current marketing efforts? Benchmark now the competitive efforts with high growth emerging players and leaders of Adventure Sports Travel...
Via
SBWire
Usage Based Insurance for Automotive Market May See a Big Move : Major Giants: Progressive, Allstate, Nationwide Mutual Insurance Company
↗
April 28, 2021
What's Ahead in the Global Usage based Insurance For Automotive Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
HGSK Announces 3 New Partners
April 21, 2021
Our Philadelphia law firm only grows stronger with the addition of three new partners to boost the already impressive personal injury & litigation team at HGSK.
Via
EIN Presswire
Energy Insurance Market Is Set to Experience a Revolutionary Growth by 2026 : Liberty Mutual, Chubb, AIG, AXA
↗
April 21, 2021
Edison, NJ -- (SBWIRE) -- 04/21/2021 -- A new business intelligence report released by HTF MI with title "Global Energy Insurance Market Report 2020 by Key Players, Types, Applications, Countries,...
Via
SBWire
Taxi Insurance Market to Eyewitness Massive Growth by 2026 : AIG, Allianz, Generali
↗
April 27, 2021
HTF MI announces the release of the "Global Taxi Insurance Market Research Report with Opportunities and Strategies to Boost Growth- COVID-19 Impact and Recovery" by technology, Type, Component, End...
Via
SBWire
Art Insurance Market May See Big Move with Axa S.A., Chubb Limited, Allianz SE
↗
April 26, 2021
Art Insurance Comprehensive Study by Type (Property Insurance, Title Insurance), Application (Private, Commercial), Art Type (Fine Art, Visual Art, Decorative Art), Coverage (Physical Damage, Loss Due...
Via
SBWire
Topics
Economy
Internet Insurance Market to Witness Huge Growth by 2026 : Allstate, AIG, PICC
↗
April 22, 2021
What's Ahead in the Global Internet Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Senior Health Insurance Market to Witness Huge Growth by 2026: Chubb, Metlife, AXA
↗
April 16, 2021
Stay up-to-date and exploit latest trends of Senior Health Insurance Market with latest edition released by AMA.
Via
SBWire
Topics
Supply Chain
Car Insurance Market to See Revolutionary Growth : Generali, Metlife, AIG
↗
April 16, 2021
What's Ahead in the Global Car Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA.
Via
SBWire
Personal Travel Insurance Market Is Booming Worldwide with Allianz, Munich Re Group, AIG
↗
April 16, 2021
Personal Travel Insurance Comprehensive Study by End users (Senior Citizens, Education Travelers, Business Travelers, Family Travelers, Others), Travel (Domestic, International), Coverage (Single-Trip...
Via
SBWire
Energy Insurance Market to See Huge Growth by 2026 : AIG, AXA, Zurich Insurance
↗
April 22, 2021
Stay up to date with Energy Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Art Insurance Market to Eyewitness Massive Growth by 2026 : AXA, Allianz, AIG
↗
April 21, 2021
Stay up to date with Art Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Newborn Insurance Market to See Huge Growth by 2026 : Allianz, AXA, Ping an Insurance
↗
April 19, 2021
Stay up-to-date with Newborn Insurance market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Professional Indemnity Insurance Market Next Big Thing : Major Giants Embroker, AXA, CoverWallet
↗
April 16, 2021
Stay up-to-date with Professional Indemnity Insurance market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Supply Chain
Student Travel Insurance Market Is Going to Boom: Allianz, AIG, Zurich, AXA
↗
April 15, 2021
A new business intelligence report released by HTF MI with title "Global Student Travel Insurance Market Growth (Status and Outlook) 2021-2026" is designed covering micro level of analysis by...
Via
SBWire
Crime Insurance Market to Witness Huge Growth by 2026 : AXA, AIG, Founder Shield
↗
April 15, 2021
What's Ahead in the Global Crime Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Topics
Fraud
Honoring the 2021 Power 50 at the National Diversity & Leadership Conference
April 15, 2021
SOURCE: National Diversity Council
Via
3BL Media
Topics
Retirement
AIG to Report First Quarter 2021 Results on May 6, 2021 and Host Conference Call on May 7
April 14, 2021
From
American International Group, Inc.
Via
Business Wire
Solar Control Glass Market Size, Share and Major Industry Players and Forecast to 2026 : NSG, AGC Glass, Saint-Gobain, PPG Glass Industries, Guardian Glass
↗
April 13, 2021
New York, NY -- (SBWIRE) -- 04/13/2021 -- An extensive study of the product application and services conducted by subject matter experts assessing the Solar Control Glass Market will help product...
Via
SBWire
Topics
Emissions
Whole Life Insurance Market Is Gaining Momentum by Key Players AIG, Prudential Financial, Travelers, Chubb
↗
April 14, 2021
Edison, NJ -- (SBWIRE) -- 04/14/2021 -- The Latest Released Whole Life Insurance market study has evaluated the future growth potential of Global Whole Life Insurance market and provides information...
Via
SBWire
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