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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
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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International Business Machines
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Quantum Revolution: How Entangled Bits Are Reshaping the Future of Chip Development
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Dow and S&P 500 Soar to Unprecedented Heights Amidst Economic Optimism
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December 11, 2025
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IBM and Pearson announced a global partnership to create AI-powered learning products for organizations and individuals.
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Intel Corporation (INTC): A Deep Dive into its Transformative Journey
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DA Davidson Reiterates "Buy" Rating and $500 Price Target for Adobe, Citing AI Leadership and Undervalued Stock
December 11, 2025
New York, NY – December 11, 2025 – Investment firm DA Davidson has once again affirmed its "Buy" rating for Adobe (NASDAQ: ADBE) and maintained a robust $500 price target. This reiterated confidence,...
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Oracle Corporation (ORCL): Navigating the AI Cloud Frontier with Strategic Ambition and Mounting Scrutiny
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Small-Cap Surge Signals Major Market Rebalancing: Investors Pivot from Tech to Broader Economy
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Small-capitalization stocks are currently experiencing an unprecedented surge, with the benchmark Russell 2000 index shattering all-time records in early December 2025. This remarkable rally, which saw...
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Spotting Winners: Kyndryl (NYSE:KD) And IT Services & Consulting Stocks In Q3
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Looking back on it services & consulting stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Kyndryl (NYSE:KD) and its peers.
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Daniel Yomtobian Underscores New Brand-Building Opportunities Emergent from Pandemic Disruptions
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NIA Impact Advisors Opens New $4 Million Position in Core & Main on the Dip
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December 10, 2025
NIA Impact Advisors opened a position in Core & Main after the stock dropped nearly 20% in a single day during the third quarter.
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Oracle's Q2 FY2026 Earnings: High Stakes as Market Awaits Cloud and AI Performance
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As Wednesday, December 10, 2025, draws to a close, the financial world holds its breath for the highly anticipated release of Oracle's (NYSE: ORCL) fiscal second-quarter 2026 earnings report. While the...
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Intel Corporation (INTC): A High-Stakes Transformation in the Semiconductor Arena
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Oracle Corporation (ORCL): Navigating the AI Cloud Frontier – A Deep Dive
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Is BigBear.ai Stock a Buy Now?
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The AI module maker faces tough long-term challenges.
Via
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IBM, Toast, AppLovin And An Industrial Stock On CNBC's 'Final Trades'
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December 10, 2025
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Prediction: The AI Boom Won't End in 2026 for This Simple Reason
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We're at the beginning of a new AI wave.
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3 Value Stocks We Approach with Caution
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Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are...
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Where Will Rigetti Computing Stock Be in 5 Years?
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Apple (AAPL) Declares Latest Dividend Amid Strong Q4 Performance, Signaling Confidence to Investors
December 09, 2025
Apple (NASDAQ: AAPL) recently declared a cash dividend of $0.26 per share of common stock, a move announced on October 30, 2025, concurrently with its impressive fiscal fourth-quarter earnings report....
Via
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Microsoft Continues Dividend Payouts, Signals Robust Financial Health Amidst AI Revolution
December 09, 2025
REDMOND, WA – In a move underscoring its unwavering financial strength and commitment to shareholder returns, Microsoft (NASDAQ: MSFT) officially declared its latest quarterly dividend of $0.91 per...
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Intel (INTC) Plunges Amidst Persistent Market Headwinds and Manufacturing Woes: A MarketMinute Report
December 09, 2025
December 9, 2025 - In a hypothetical scenario playing out today, December 9, 2025, semiconductor giant Intel (NASDAQ: INTC) finds itself at the bottom of the market movers, experiencing a significant...
Via
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The Circular Revolution: How AI, Advanced Materials, and Digital Tech are Forging a Sustainable Future
December 09, 2025
The global economy is on the cusp of a profound transformation, driven by an accelerating wave of innovations in material science and sustainability. At the heart of this revolution lies the relentless...
Via
TokenRing AI
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SMX Unveils Molecular Markers: The Dawn of Proof-Based Circularity in Global Supply Chains
December 09, 2025
In a groundbreaking leap for sustainability and supply chain transparency, SMX (SMX:ASX) has introduced its innovative molecular markers technology, promising to revolutionize how materials are...
Via
TokenRing AI
Topics
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Google’s AI-Powered Smart Glasses Set for 2026: A New Era of Ambient Computing
December 09, 2025
Google (NASDAQ: GOOGL) is poised to make a monumental return to the wearable technology arena in 2026 with the launch of its highly anticipated AI-powered smart glasses. This strategic move signals...
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Big Blue’s Big Bet: IBM Buys AI Nervous System for $11B
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December 09, 2025
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Navigating the Storm: How Breaking News Dictates Market Swings and Investor Fortunes
December 09, 2025
In today's hyper-connected financial world, breaking news acts as an immediate and powerful catalyst, sending ripple effects across global markets and causing swift, often dramatic, swings in stock...
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