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home
about us
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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
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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Marriott International
(NQ:
MAR
)
313.41
+3.17 (+1.02%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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Chicago Fed's Real-Time Unemployment Gauge Signals Steady Labor Market at 4.3% Amidst Data Delays
October 02, 2025
Chicago, IL – October 2, 2025 – The financial markets are closely scrutinizing new data points as the US economy navigates a complex landscape of inflation concerns and growth projections. In a recent...
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US Government Shutdown Rocks Global Markets: A Deep Dive into the Economic Aftershocks
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US Government Shutdown Ignites Market Volatility and Economic Uncertainty
October 01, 2025
As the United States government enters a shutdown as of October 1, 2025, financial markets are bracing for a fresh wave of economic uncertainty and volatility. This immediate "risk-off" environment has...
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Global Markets Defy Headwinds: Resilient Sentiment Prevails Despite Shutdown Fears
September 30, 2025
As the third quarter of 2025 drew to a close on September 30, global financial markets demonstrated a remarkable display of resilience, largely shrugging off significant geopolitical uncertainties and...
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JOLTS Report Signals Persistent Labor Tightness, Posing Dilemma for Fed's Rate Cut Path
September 30, 2025
The U.S. labor market continues to defy expectations, with the latest Job Openings and Labor Turnover Survey (JOLTS) report for August 2025, released on September 30, 2025, revealing a persistent...
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JOLTS Report Exceeds Expectations Amidst Shutdown Fears, Signaling Persistent Labor Market Tightness
September 30, 2025
New York, NY – September 30, 2025 – The U.S. labor market demonstrated surprising resilience today with the release of the Job Opening and Labor Turnover Survey (JOLTS) report, revealing a robust 7.23...
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Dollar Dips as Government Shutdown Looms: A Volatile Start to Q4 2025
September 29, 2025
The US dollar experienced a notable weakening against major global currencies today, September 29, 2025, marking a significant shift after a period of sustained strength. This decline is largely...
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Leisure/Travel Sector Soars: Carnival Corporation Posts Record Earnings Amidst Robust Industry Rebound
September 29, 2025
The global leisure and travel sector is experiencing an unprecedented resurgence, with market leaders like Carnival Corporation (NYSE:CCL) spearheading a powerful rally. Today, September 29, 2025,...
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U.S. Government Teeters on Brink of Shutdown: Markets Brace for Uncertainty Amidst Data Blackout Fears
September 29, 2025
As the clock ticks towards the September 30, 2025, funding deadline, the United States federal government finds itself perilously close to another shutdown. Congressional leaders remain deadlocked on a...
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Markets Shrug Off Shutdown Specter as Futures Climb
September 29, 2025
As the clock ticks towards a potential U.S. government shutdown, a surprising calm has settled over the financial markets. Despite the looming deadline of September 30th/October 1st, both Nasdaq and...
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Global Stock Futures Brace for Impact as US Government Shutdown Looms
September 29, 2025
As the United States government stands on the precipice of another potential shutdown, global stock futures are exhibiting a mixed but cautious reaction. With the funding deadline set for Tuesday,...
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MarketMinute
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Ryder Cup 2025 Tees Off With $200 Million Economic Boost: Stocks To Watch
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September 27, 2025
The 2025 Ryder Cup teed off at Bethpage State Park on Long Island Friday, drawing over 250,000 fans and expected to deliver a $200 million economic boost to New York State and surrounding businesses.
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Affluent Spending Fuels US Economy: A Double-Edged Sword for Markets and Inequality
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US Consumers Defy Expectations in August: Robust Spending Challenges Fed's Rate Cut Path
September 26, 2025
US consumer spending surged in August, topping estimates and showcasing remarkable resilience despite modest price pressures, according to the latest Personal Consumption Expenditures (PCE) data...
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Market Cheers Steady Inflation Data as Dow, S&P 500, Nasdaq Futures Rise
September 26, 2025
New York, NY – September 26, 2025 – The financial markets today reacted with cautious optimism as the Personal Consumption Expenditures (PCE) inflation data for August 2025 largely met Wall Street's...
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US Economy Surges with Revised 3.8% Q2 GDP Growth: A Double-Edged Sword for Wall Street and Main Street
September 25, 2025
Washington D.C. – September 25, 2025 – The U.S. economy delivered a significant "hot GDP surprise" today, with the Commerce Department reporting a robust upward revision to second-quarter Gross...
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Market Cap Game Show: Planes, Steaks & Automobiles
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September 25, 2025
From tech titans and international hotel brands to down-home Texas fare and online car shopping, the matchups run from familiar to delightfully unexpected -- plus plenty of banter.
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The Motley Fool
Consumer Discretionary Sector Stumbles as AutoZone's Profit Miss Signals Broader Headwinds
September 24, 2025
The Consumer Discretionary Sector experienced a significant downturn on September 23, 2025, as automotive retail giant AutoZone (NYSE: AZO) reported a disappointing profit miss for its fiscal fourth...
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3 Unpopular Stocks We Keep Off Our Radar
September 24, 2025
Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps...
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The Great Economic Balancing Act: Fed Rate Cut Looms as Recession Fears Clash with Soft Landing Hopes
September 17, 2025
The financial world is abuzz with anticipation as a Federal Reserve interest rate cut appears firmly on the horizon. This imminent shift in monetary policy has ignited a fierce debate among economists...
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Waning Consumer Confidence: A Headwind for Economic Growth and Sectoral Rotation
September 22, 2025
Consumer confidence, a pivotal barometer of economic health, has shown persistent signs of weakening in recent months, casting a shadow over the global economic outlook. Driven by a cocktail of...
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Federal Reserve Cuts Rates by 0.25%, Signaling Caution Amidst Economic Shifts
September 17, 2025
Washington D.C. – September 17, 2025 – In a widely anticipated move, the Federal Reserve today announced a 0.25% reduction in the federal funds rate, bringing its target range to between 4.00% and...
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The Weakening Labor Market: A Catalyst for Monetary Easing
September 17, 2025
The U.S. economy finds itself at a critical juncture, characterized by a discernible weakening in the labor market that is now serving as a powerful catalyst for a highly anticipated shift in Federal...
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3 Top Stocks to Buy and Hold Forever
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September 17, 2025
Three dominant operators with sticky customers and steady cash flows look built to outlast market cycles.
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U.S. Labor Market Takes a Breather: A Deeper Dive into Economic Implications and Stock Market Ripples
September 16, 2025
The robust U.S. labor market, a cornerstone of post-pandemic economic recovery, is finally showing definitive signs of cooling. Recent data indicates a significant moderation in nonfarm payroll...
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The Looming Shadow of Rate Cuts: How the Fed's Anticipated Moves Could Reshape 2025 Markets
September 15, 2025
As the U.S. economy navigates a complex landscape of persistent inflation and a softening labor market, the financial world is holding its breath in anticipation of a pivotal shift in monetary policy....
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Here's How Much You Would Have Made Owning Marriott International Stock In The Last 15 Years
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September 11, 2025
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Federal Reserve's Dovish Pivot: A Response to a Weakening Labor Market
September 11, 2025
The U.S. economy finds itself at a critical juncture, as a pronounced weakening in the labor market has prompted a significant dovish shift in the Federal Reserve's monetary policy stance. This pivot,...
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The Great Squeeze: Homeownership Costs Skyrocket as Inflation and Interest Rates Bite
September 10, 2025
The American dream of homeownership has become an increasingly distant reality for millions, as a perfect storm of persistent inflation and soaring interest rates has sent the cost of buying and...
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Dissecting Inflation: Why Services Remain Sticky While Goods Fluctuate
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