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home
about us
Investment Approach
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Market Analysis Summary
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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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Sterling Resilient as Bank of England Pivots Toward Dovish Easing Cycle
February 02, 2026
The Bank of England’s decision to maintain a dovish trajectory, highlighted by its recent interest rate cut and signaling of further easing, has sent ripples through the global financial markets. As...
Via
MarketMinute
Topics
Economy
World Trade
Kaplan Fox Announces an Investigation Into BlackRock TCP Capital Corp. (TCPC) for Potential Securities Law Violations
February 02, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Regulatory Compliance
Kaplan Fox Announces an Investigation Into BlackRock TCP Capital Corp. (TCPC) for Potential Securities Law Violations
February 02, 2026
NEW YORK, NY - February 2, 2026 (NEWMEDIAWIRE) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against BlackRock TCP Capital Corp. (“BlackRock TCP” or the “Company”)...
Via
TheNewswire.com
Topics
Regulatory Compliance
BlackRock Files for a Bitcoin Income ETF That Sells Options for Yield
↗
February 02, 2026
Via
MarketBeat
Topics
ETFs
Investment Titans Rob Arnott, Jan van Eck, and Jeffrey Sherman to Address Critical Market Themes at Exchange 2026
February 02, 2026
New York, New York--(Newsfile Corp. - February 2, 2026) - Exchange, the world's leading gathering for the ETF and wealth...
Via
Newsfile
Topics
Bonds
ETFs
Economy
BlackRock’s Martin S. Small to Present at the 2026 Bank of America Securities Financial Services Conference on February 10th
February 02, 2026
From
BlackRock
Via
Business Wire
2 Reasons to Buy Ethereum Before July 2026
↗
February 02, 2026
Ethereum may be down, but it's not out. It could soar almost 50% based on two key catalysts.
Via
The Motley Fool
Why Crypto Is Crashing Has More To Do With Gold Than Binance Or ETFs, Raoul Pal Says
↗
February 02, 2026
He stated that U.S. liquidity had also been constrained by the two government shutdowns and by inflows into the U.S. Treasury, which had nowhere to go.
Via
Stocktwits
Topics
ETFs
Economy
Is This CLO-Focused Fixed Income ETF a Buy After O'Donnell Financial Bought Shares Worth $6.8 Million?
↗
February 01, 2026
This ETF targets income generation by actively managing a portfolio of U.S. dollar-denominated AAA-rated CLO securities.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
5 ETFs That Robinhood Investors Can't Get Enough Of
↗
February 01, 2026
Not all ETFs are equal.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
The InfoFi Revolution: How Prediction Markets Became the World’s Fastest Financial Data Feed
February 01, 2026
As of February 1, 2026, the global financial landscape has been fundamentally rewired by a concept once relegated to the fringes of crypto-economic theory: Information Finance, or "InfoFi." What began...
Via
PredictStreet
Topics
Artificial Intelligence
ETFs
Economy
2 Bitcoin ETFs to Avoid—and 1 to Watch in 2026
↗
January 31, 2026
Via
MarketBeat
Topics
ETFs
Better Investment to Make in 2026 and Beyond: Bitcoin vs. iShares Bitcoin Trust
↗
January 31, 2026
Based on its monster past performance, it makes sense why investors are interested in Bitcoin.
Via
The Motley Fool
Topics
ETFs
Retirement
Trump Nominates Kevin Warsh as Next Fed Chair: A Shift Toward 'Market-First' Policy
January 30, 2026
In a move that sent immediate shockwaves through global financial markets, President Donald Trump officially nominated former Federal Reserve Governor Kevin Warsh to succeed Jerome Powell as the Chair...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Kaplan Fox Alerts Investors of BlackRock TCP Capital Corp. (TCPC) to an Investigation of Possible Securities Law Violations
January 30, 2026
NEW YORK, NY - January 30, 2026 (NEWMEDIAWIRE) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against BlackRock TCP Capital Corp. (“BlackRock TCP” or the “Company”)...
Via
TheNewswire.com
Topics
Regulatory Compliance
Kaplan Fox Alerts Investors of BlackRock TCP Capital Corp. (TCPC) to an Investigation of Possible Securities Law Violations
January 30, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Regulatory Compliance
Should You Buy Bitcoin While It's Under $90,000?
↗
January 30, 2026
Is Bitcoin a bargain below $90,000? Here's what the bulls and bears are saying.
Via
The Motley Fool
Topics
ETFs
Government
FSD's Big Week, Greg Abel Makes a Mark on Berkshire Hathaway, and 24/7 Trading
↗
January 30, 2026
Tesla's robotaxis are finally driving without a safety driver in the front seat, so we're discussing future business models for Tesla, and also Greg Abel making a mark on Berkshire Hathaway, Apple's...
Via
The Motley Fool
The "Central Casting" Fed: Market Reels as Trump Nominates Kevin Warsh to Lead the Federal Reserve
January 30, 2026
In a move that has sent shockwaves through global financial markets, President Donald Trump has officially nominated Kevin Warsh to succeed Jerome Powell as the next Chairman of the Federal Reserve....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
The Retail Revolution: Robinhood’s Billion-Dollar Bet on Prediction Markets
January 30, 2026
On January 20, 2026, the landscape of American finance shifted when Robinhood Markets, Inc. (NASDAQ:HOOD) announced it had acquired a 90% majority stake in MIAXdx, a CFTC-regulated derivatives...
Via
PredictStreet
Topics
Derivatives
ETFs
Economy
BlackRock Is Betting Big on This Platinum and Gold Stock. Should You?
January 30, 2026
BlackRock just crossed 5% ownership in Sibanye-Stillwater after a nearly 400% surge. Here's what the $14 trillion fund manager sees in this precious metals play.
Via
Barchart.com
Topics
Government
World Trade
Trump Nominates Kevin Warsh as Federal Reserve Chair: Market Analysis and Policy Outlook
January 30, 2026
In a move that marks a definitive break from the previous administration's economic stewardship, President Donald Trump officially nominated Kevin Warsh as the next Chair of the Federal Reserve on...
Via
MarketMinute
Topics
ETFs
Economy
Government
BlackRock, Partners Group Launch Private Markets SMA
↗
January 29, 2026
BlackRock and Partners Group have launched new SMAs to provide private wealth clients access to the private markets.
Via
Benzinga
Want to Buy the Dip on Software Tech Stocks Like Palantir, Microsoft, and Oracle? Consider This BlackRock ETF.
↗
January 29, 2026
The sell-off in software stocks could be an incredible buying opportunity for long-term investors.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
BlackRock and Partners Group Launch First-of-Its-Kind Private Markets SMA for Wealth Platforms
January 29, 2026
From
BlackRock
Via
Business Wire
MSCI (MSCI) Q4 2025 Earnings Call Transcript
↗
January 28, 2026
MSCI (MSCI) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
ETFs
Earnings
The Tech Tsunami: S&P 500 Hits 7,000 as Tech Concentration Reaches Historic 34%
January 28, 2026
On January 28, 2026, the S&P 500 reached a momentous milestone, crossing the 7,000-point threshold for the first time in history. While the headline figure suggests a broad-based economic triumph, the...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Sovereignty Shift: Satya Nadella Proposes ‘Firm Sovereignty’ as the New Benchmark for Corporate AI Value
January 28, 2026
In a move that has sent shockwaves through boardrooms from Silicon Valley to Zurich, Microsoft (NASDAQ: MSFT) CEO Satya Nadella recently introduced a provocative new performance metric: "Firm...
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Supply Chain
The Connectivity Powerhouse: A Deep Dive into Astera Labs (ALAB) and the Future of AI Fabrics
January 28, 2026
Today’s Date: January 28, 2026 Introduction In the high-stakes arms race of Artificial Intelligence (AI) infrastructure, the spotlight often falls on the "brains" of the operation—the high-performance...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Initial Public Offering
The AI Data Lake: A Deep-Dive into Western Digital’s (WDC) Resurgence in 2026
January 28, 2026
Date: January 28, 2026 Introduction As of January 2026, Western Digital Corporation (NASDAQ: WDC) finds itself at the epicentre of a technological renaissance. Long viewed as a legacy manufacturer of...
Via
Finterra
Topics
Artificial Intelligence
ETFs
Economy
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