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home
about us
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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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Updated: 4:00 PM EDT, Mar 16, 2026
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The AI Utility Transition: A Comprehensive Research Feature on Oracle Corporation (ORCL)
February 10, 2026
Date: February 10, 2026 Introduction As of early 2026, Oracle Corporation (NYSE: ORCL) has evolved far beyond its origins as a provider of relational databases. Today, it stands as a pivotal "AI...
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Spotify (SPOT) 2026 Research Feature: From Growth Disruptor to Profit Machine
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Alibaba's 'RynnBrain' Model To Give Robots A 'Thinking Mind' - Is It Better Than Google, Nvidia?
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February 10, 2026
Alibaba Group (NYSE: BABA) unveils its new open-source AI model, RynnBrain, designed to advance robotics and task automation. With its focus on open-source AI, Alibaba positions itself as a strong...
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How Apple Is Winning the AI Race -- by Staying Out of It
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February 10, 2026
Buying Apple stock might be a good way to cushion your portfolio against an AI sell-off.
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4 Things Every Alphabet Investor Needs to Know
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Alphabet is a leader in search and cloud computing, with nice advantages in each.
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February 10, 2026
According to a Business Insider report, Spitznagel believes equities are nearing a blow-off phase and he expects enthusiasm to intensify in the coming months before markets reverse sharply.
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Wharton's Jeremy Siegel Agrees With Jensen Huang That AI Chip Demand Is 'Sky High' — But Says 'Investors Are Asking The Right Questions'
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This Is the AI and Quantum Computing Stock Billionaires Want to Own (and It's Not Nvidia)
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Google Weighs Massive Texas Data Center Deal With Former CEO Eric Schmidt's Firm: Report
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Elizabeth Warren 'Pushing For Answers' After Google Turns Gemini Into An AI Shopping Assistant: Senator Says It Could Lead To Consumer Manipulation
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1 Unpopular Stock That Deserves a Second Chance and 2 We Question
February 09, 2026
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Trump Weighs Broad Chip Tariffs But Plans To Shield Big Tech Companies Like Amazon, Microsoft And Google Through TSMC-Linked Exemptions: Report
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CEO Rick McConnell says the company's software is "mission critical."
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Databricks Now Valued At Over 2X Snowflake As Software Valuations Come Under Scrutiny
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February 09, 2026
Databricks is valued at $134 billion after a new funding round.
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Provident Dumps 490,000 MapleBear Shares Worth $18 Million
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Marketing Strategist Katina Ndlovu Demonstrates How Google Local Services Ads Can Deliver High-Intent Leads for Service Businesses
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Arnhold More Than Doubles Axalta Coatings Systems Share Holding
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Marketing Expert Tony Hayes Releases 10-Step Guide to Fix Google Ads Accounts Losing 80% of Ad Budgets
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Nvidia's Worst Nightmare: Amazon's Secret Weapon Is Stealing Customers with Better Prices
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Custom AI chips are proliferating in cloud data centers.
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Google Gemini Is Just Getting More Popular. Does That Make GOOGL Stock a Buy Here?
February 09, 2026
Gemini has become an extremely valuable asset for Google.
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Roofing Marketing Agency Rocket Marketing Becomes an Official Google Partner
February 09, 2026
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Alphabet Secures Future of AI-Driven Cloud with Record-Breaking $32 Billion Wiz Acquisition
February 09, 2026
In a move that fundamentally redraws the battle lines of the global "Cloud Wars," Alphabet Inc. (NASDAQ: GOOGL) has finalized its definitive agreement to acquire the cybersecurity powerhouse Wiz for a...
Via
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