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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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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Fidelity National Information Services
(NY:
FIS
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67.05
+0.68 (+1.02%)
Official Closing Price
Updated: 7:00 PM EST, Jan 6, 2026
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Altcoin Season Whispers: Ethena and Ondo Surge as Canton Navigates Rocky Debut in Cautious Market
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Ripple CEO Brad Garlinghouse Predicts Bitcoin to Soar to $180K Amidst Hopes for U.S. Regulatory Clarity
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Is the Market Bullish or Bearish on Fidelity National Information Services Inc?
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CFTC Greenlights Federally Regulated Spot Bitcoin and Crypto Trading, Ushering in a New Era for Digital Assets
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Are Your Retirement Savings Below Average for Your Age? Here's the Latest Data.
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December 03, 2025
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LocaXion and Asseco CEIT Announce First-to-Market RTLS-Driven Digital Twin Platform for Healthcare, Manufacturing, and Logistics
December 03, 2025
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Here's How Many Shares of the Fidelity High Dividend ETF (FDVV) You'd Need for $500 in Yearly Dividends
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December 03, 2025
It'll take a lot of cash to garner $500 in yearly dividends with this ETF, but that's not a knock on the fund.
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Why Anthropic’s IPO Might Just Be Juicier Than OpenAI’s
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December 03, 2025
Both AI giants might launch their public market offerings next year.
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Forbes Top 100 Most Influential Chinese Elites Revealed – Haiying Yin: Navigating Tech Disruption as an Investment Trailblazer Across Market Cycles
December 02, 2025
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Quantum Computing: The Missing Key Unlocking AI’s Next Frontier
December 02, 2025
The convergence of quantum computing and artificial intelligence (AI), often termed "Quantum AI," is rapidly emerging as the pivotal advancement poised to unlock unprecedented potentials for AI. This...
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Wall Street’s Digital Awakening: Bitcoin and Beyond Reshape Mainstream Finance
December 02, 2025
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Crypto’s 2024 Regulatory Triumph Paves the Way for AI’s 2026 Political and Financial Ascent
December 02, 2025
In a landmark year for the digital asset space, 2024 witnessed a pivotal "big win" for cryptocurrency, primarily driven by the U.S. Securities and Exchange Commission's (SEC) long-awaited approval of...
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Bank of America Endorses Crypto: Wall Street’s Growing Embrace of Digital Assets Signals New Era
December 02, 2025
In a landmark move signaling the accelerating mainstream adoption of digital assets, Bank of America (NYSE: BAC) has formally recommended that its wealth management clients allocate between 1% and 4%...
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Crypto Market Roiled by Institutional Inflows and Regulatory Shifts Amidst Volatile Corrections
December 02, 2025
The digital asset landscape is currently experiencing a dynamic period marked by a significant surge in institutional interest and pivotal regulatory advancements, even as the market grapples with...
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MarketMinute
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Bank Of America Opens The Door To Crypto, Joining Morgan Stanley And BlackRock
↗
December 02, 2025
According to a report by Yahoo Finance, Bank of America now recommends allocating 1% to 4% to crypto for eligible clients.
Via
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Stewart Information Services Corporation (NYSE:STC) Declares Consistent Q4 Dividend, Signaling Robust Financial Health
December 01, 2025
Houston, TX – December 1, 2025 – Stewart Information Services Corporation (NYSE:STC), a leading provider of title insurance and real estate services, today announced its Board of Directors has declared...
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Gold's Golden Glow: The Unwavering Allure of a Safe-Haven in Turbulent Times
December 01, 2025
As the calendar turns to December 1, 2025, the global financial landscape remains a tapestry of economic uncertainty and geopolitical volatility. In this environment, gold has not merely retained its...
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Bitnomial Unveils First CFTC-Regulated Spot Crypto Platform, Reshaping Digital Asset Landscape
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In a landmark development for the burgeoning digital asset market, Bitnomial has officially debuted the first Commodity Futures Trading Commission (CFTC)-regulated spot crypto trading platform in the...
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