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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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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SAP SE ADS
(NY:
SAP
)
236.92
-5.99 (-2.47%)
Official Closing Price
Updated: 7:00 PM EST, Jan 2, 2026
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Pillir Releases Guide on SAP Workflow Orchestration
November 23, 2022
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Avantra Helps SAP Users Decide Which S/4HANA Cloud Solution is Right for Them
November 23, 2022
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Enterprise Software Market Giants Spending Is Going to Boom : SAP, IBM, Wipro, Intel
November 22, 2022
Understand focused approach and business strategies that competitors are keeping to reach target audience, Get one step closer to leaders and high growth emerging players of Enterprise Software...
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SBWire
Salesforce To $240? Plus RBC Capital Boosts PT For Autodesk
↗
November 21, 2022
Jefferies cut the price target on Salesforce, Inc. (NYSE: CRM) from $250 to $240. Jefferies analyst Brent Thill maintained the stock with a Buy rating. Salesforce shares fell 1.2% to trade at $146.20...
Via
Benzinga
iSpring Solutions Inc. launches Quiz Maker 11
November 21, 2022
Alexandria, VA, November 19, 2022 — iSpring Solutions Inc., a global leader in the eLearning software and services sector, launched iSpring Quiz Maker 11 – a convenient, functional, and easy-to-learn...
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Protera Describes New Partnership with SAP a “Strategic” Move
November 12, 2022
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Economy
Leading AIOps Platform, Avantra, Discusses Benefits of SAP AWS Hybrid Cloud
November 09, 2022
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Pillir Releases Guide on How SAP Customers Can Transition out of SAP Web Dynpro
October 28, 2022
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Is GameStop Stock Setting Up for Another Short Squeeze?
November 21, 2022
Video game and accessories reseller GameStop (NYSE: GME) stock had its wings clipped since kicking off the 2021 meme stock frenzy.
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Topics
Economy
Benzinga's Top Ratings Upgrades, Downgrades For November 18, 2022
↗
November 18, 2022
Upgrades
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Third Party Pension Administration Software Market – Major Technology Giants in Buzz Again : Aquila, Capita, Procentia
November 17, 2022
Understand focused approach and business strategies that competitors are keeping to reach target audience, Get one step closer to leaders and high growth emerging players of Third Party Pension...
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Xinghuo BIF launched the first International Supernode in Malaysia to build trusted digital infrastructure for China-ASEAN economic and trade cooperation
November 17, 2022
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'Darker Macro' Awaits As Amazon, Google, Meta Forced To Cut Costs After 'Hypergrowth' Phase: Analyst Says What's Next For Tech Stocks
↗
November 17, 2022
Big techs are laying off personnel and freezing hiring for the first time in over a decade, with Amazon Inc.
Via
Benzinga
Digital Transformation in Insurance Market May See Big Move : Capgemini, Accenture, Oracle, Cisco
November 16, 2022
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 Digital Transformation...
Via
SBWire
Business Intelligence (BI) Software Market Is Booming Worldwide : SAP, Tableau, Sisense, Zoho
November 16, 2022
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 Business Intelligence...
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SBWire
European Markets Are Holding Strong, Here Are 2 Oversees Tech Companies Paying Dividends And Offering Buybacks
↗
November 15, 2022
The FTSE 100 has fallen only 1.81% year-to-date compared with the S&P 500 which is down roughly 16.5% year-to-date.
Via
Benzinga
Corporate Tax Consulting Firm DMA Announces Netherlands Office to Expand European Footprint
November 15, 2022
DMA Responds to Clients' Need for European-Based Tax Technology Implementation and Value-Added Tax (VAT) Expertise
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Reuters Events Automotive Webinar: The State of Automotive 2023
November 14, 2022
London, United Kingdom--(Newsfile Corp. - November 14, 2022) - The automotive industry is in the midst of an unprecedented era...
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Newsfile
B2B E-Commerce Market – Major Technology Giants in Buzz Again : IBM Digital, Oracle, SAP
November 11, 2022
Stay up-to-date with B2B E-Commerce Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry's growth.
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Supply Chain
Pillir’s Good Movement Apps Suite Poised to Help Meet Supply-Chain Challenges
November 10, 2022
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Earnings Scheduled For November 10, 2022
↗
November 10, 2022
Companies Reporting Before The Bell • IDEX Biometrics (NASDAQ:IDBA) is estimated to report earnings for its third quarter.
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Benzinga
Connected Industries Market Is Booming Worldwide : Amazon Web Services, Robert Bosch, Mindtree
November 09, 2022
Stay up-to-date with Connected Industries Market research offered by AMA. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Artificial Intelligence
Hotel Revenue Management Software Market to See Huge Growth by 2027 : Oracle, Netcracker, Cerillion, Accenture
November 08, 2022
Hotel Revenue Management Software Comprehensive Study by Deployment Type (On-premise, Cloud), End-users (Luxury & High-End Hotels, Mid-Range Hotels & Business Hotels, Resorts Hotels, Boutique Hotels,...
Via
SBWire
Blockchain in Pharmaceutical Market Still Has Room to Grow : IBM, AWS, Microsoft, Embleema
November 08, 2022
Understand focused approach and business strategies that competitors are keeping to reach target audience, Get one step closer to leaders and high growth emerging players of Blockchain in...
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SBWire
Topics
Economy
Digital Transformation in Fashion Market Is Booming Worldwide : Google, Autometrix, Microsoft
November 07, 2022
Digital Transformation in Fashion Comprehensive Study by Deployment Mode (Cloud, On-Premises), End Users (Fashion Industry, Institutes, Boutiques, Household, Others), Category (Apparel, Accessories,...
Via
SBWire
Topics
Economy
Bimodal Identity Management Solutions Market Is Booming Worldwide : Alfresco Software, Colligo Networks, SAP
November 04, 2022
Stay up-to-date with Bimodal Identity Management Solutions Market research offered by AMA. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
NTT names Charlie Li as Senior Executive Vice President Managed Cloud and Infrastructure Services
November 03, 2022
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Paypal Shows Promise With Strong Buy Rating
November 03, 2022
Analysts believe Paypal could be a Strong Buy as earnings are not only steady but growing, even amid tough competition; thanks to resilient sales.
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Topics
Earnings
Baton Unveils New Version of SAP Sustainability-Focused Business Simulation
October 31, 2022
Montreal, Quebec--(Newsfile Corp. - October 31, 2022) - The Montreal-based software solutions company that helps organizations digitize, Baton, has...
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Emissions
Supply Chain
Remote Asset Management Market to Witness Huge Growth by 2027 : SAP, ABB, Cisco, Vodafone
October 28, 2022
Understand focused approach and business strategies that competitors are keeping to reach target audience, Get one step closer to leaders and high growth emerging players of Remote Asset Management...
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