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home
about us
Investment Approach
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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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Updated: 4:00 PM EDT, May 1, 2026
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Apple's Best-Ever Mac Launch, Google's Gemini On Mac, Amazon's 'Transformer' Project And More: This Week In Appleverse
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March 22, 2026
Weekend tech and finance highlights saw Apple's new Mac launch break records, Google tests a Gemini AI app, and Amazon develops an AI-driven smartphone project.
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Prediction: Pivoting Away From Metaverse Will Help Meta's Stock Long Term
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March 22, 2026
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Quantum computing is becoming closer to reality.
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Fed Chair Jerome Powell Just Connected AI to Inflation. Here's Your Investing Playbook.
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March 22, 2026
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This Nuclear Energy Trend Could Be Bigger Than Investors Think in 2026
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March 21, 2026
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The Best Stocks to Invest $5,000 in Right Now
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Nvidia and Alphabet are two top stocks to own right now.
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Could Nvidia Stock Turn $10,000 Into $1 Million This Decade?
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Investors shouldn't expect it to replicate its millionaire-making gains.
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Better AI Stock: Alphabet vs. Meta Platforms
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March 21, 2026
Shareholders in these two top technology companies have posted strong returns in the past.
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1 Brilliant Driverless-Vehicle Stock to Buy Before It's Too Late
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March 21, 2026
When investors think of driverless-vehicle stocks that could soar, few will think of Uber Technologies first. Here's why that could be a big mistake.
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2 Tech Stocks With More Long-Term Potential Than Any Cryptocurrency I've Seen
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March 21, 2026
Shifting attention away from crypto and toward these AI stocks looks like a smart move.
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Meet the 5 "Magnificent Seven" Stocks That Are Brilliant Buys Now
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March 21, 2026
Several Magnificent Seven stocks are down from their highs.
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3 Bargain Stocks the Market Is Mispricing After the Recent Sell-Off
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March 20, 2026
These artificial intelligence (AI) stocks look like bargains.
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The Trade Desk Defies Market Slump: Ad-Tech Giant Gains 3.4% as Programmatic Advertising Remains a Bright Spot
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In a trading session defined by red ink across major indices, The Trade Desk (NASDAQ: TTD) emerged as a resilient outlier on March 20, 2026. The ad-tech powerhouse saw its shares climb 3.4% to close at...
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The Great Unlocking: How Andrew Ferguson’s FTC is Reshaping the M&A Landscape in 2026
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As of March 20, 2026, the frozen gears of American corporate consolidation have begun to turn with a velocity not seen in over a decade. This phenomenon, widely termed the "Great Unlocking," represents...
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Goldman Sachs’ David Solomon Declares ‘Dealmaking Renaissance’ in 2026 Amid Geopolitical Volatility
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As the first quarter of 2026 draws to a close, Goldman Sachs (NYSE: GS) Chairman and CEO David Solomon has issued a resounding vote of confidence in the global M&A market, predicting a "dealmaking...
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Micron Technology Guidance Miss: AI-Powered Semiconductor Demand and the Capital Expenditure Crisis
March 20, 2026
The semiconductor industry’s high-stakes gamble on Artificial Intelligence (AI) faced a sobering reality check this week as Micron Technology (NASDAQ: MU) reported its fiscal second-quarter 2026...
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Most Americans Think Google’s AI Is Biased. They’re Using It Anyway.
March 20, 2026
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Want to Invest in SpaceX Before Its IPO? Here's How.
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March 20, 2026
SpaceX is reportedly considering going public this year at a $1.75 trillion valuation.
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After a monster 65% gain in 2025, investors want the positive momentum to continue.
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The Token Factory: Jensen Huang Reimagines the AI Economy with Nvidia’s Newest Category
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At the GTC 2026 conference in San Jose, Nvidia CEO Jensen Huang delivered a keynote that may redefine the industrial landscape for the next century. Moving beyond the hardware-centric narrative that...
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The Trade Desk Just Fell to a Multi-Year Low. Contrarian Investors Are Paying Attention.
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This adtech company still has a bright future.
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Amazon’s ‘Project Transformer’: Can AI and Satellites Finally Erase the Fire Phone’s Ghost?
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Reports surfacing in early 2026 suggest that Amazon.com Inc. (NASDAQ: AMZN) is preparing a high-stakes return to the smartphone market, more than a decade after the catastrophic failure of its original...
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Broadcaster Consolidation Hits New Peak: Nexstar Finalizes $6.2 Billion Tegna Acquisition Amid Fierce Legal Battles
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In a move that fundamentally reshapes the American media landscape, Nexstar Media Group (NASDAQ:NXST) officially closed its $6.2 billion acquisition of Tegna Inc (NYSE:TGNA) yesterday, March 19, 2026....
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Technical Breakdown: S&P 500 Sinks Below 200-Day Average as Geopolitical Storm Clouds Overwhelm AI Euphoria
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The long-standing resilience of the American equity market faced its most severe test in nearly a year this week. On March 19, 2026, the S&P 500 (INDEXSP: .INX) closed at 6,606, decisively breaking...
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Alibaba Stock Is Getting Hit Again, but Qwen and Cloud Growth Are Surging
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Agriculture Stock Up 53% Draws $12 Million Bet. Here's What Long-Term Investors Should Know
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March 20, 2026
This agribusiness firm delivers grain, renewables, and plant nutrient solutions to commercial and industrial clients worldwide.
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The Earnings Endurance: S&P 500 Defies Macro Gravity with Fifth Straight Quarter of Double-Digit Growth
March 20, 2026
As of March 20, 2026, the American corporate engine is proving far more durable than even the most optimistic economists predicted just two years ago. Despite a landscape defined by $100-per-barrel...
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Tech Titan Tremors: Nasdaq Composite Pierces 200-Day Floor as AI Euphoria Meets Macro Reality
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The tech-heavy Nasdaq Composite has officially entered a period of technical distress, closing decisively below its 200-day moving average (DMA) for the first time in over eighteen months. As of March...
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