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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
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Updated: 8:00 PM EST, Dec 30, 2022
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday
↗
April 21, 2022
Rise and shine! We're gearing up for another busy day of trading with a breakdown of the biggest pre-market stock movers for Thursday!
Via
InvestorPlace
BitNile Holdings to Launch Bitcoin Lending Platform Through Its Digital Power Lending Subsidiary
April 21, 2022
From
BitNile Holdings, Inc.
Via
Business Wire
It’s Still Too Hard to Tell If BitNile Holdings Is a Bargain
↗
April 11, 2022
NILE stock might be a bargain but we need more information from a 10-K filing to make a definitive assessment.
Via
InvestorPlace
54 Biggest Movers From Yesterday
↗
April 20, 2022
Gainers Checkmate Pharmaceuticals, Inc. (NASDAQ: CMPI) shares jumped 325.9% to close at $10.35 on Tuesday after Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) announced a deal to...
Via
Benzinga
34 Stocks Moving In Monday's Mid-Day Session
↗
April 18, 2022
Gainers Casa Systems, Inc. (NASDAQ: CASA) shares climbed 66.3% to $6.47 after the company announced a multi-year contract with Verizon to provide 5G core network functions....
Via
Benzinga
68 Biggest Movers From Yesterday
↗
April 19, 2022
Gainers Casa Systems, Inc. (NASDAQ: CASA) shares surged 82.5% to close at $7.10 on Monday after the company announced a multi-year contract with Verizon to provide 5G core...
Via
Benzinga
Why Is BitNile (NILE) Stock Up 15% Today?
↗
April 18, 2022
NILE stock is rallying after the company reported that its revenue had jumped 120% last year, while its net loss narrowed.
Via
InvestorPlace
Why BitNile Stock Is Trading Higher Today
↗
April 18, 2022
BitNile Holdings Inc (AMEX:NILE) shares are trading higher after Monday the company announced 2021 financial results showing higher revenues year-over-year. BitNile said full-year 2021 revenue...
Via
Benzinga
BitNile Holdings Reports 2021 Year-End Results
April 18, 2022
From
BitNile Holdings, Inc.
Via
Business Wire
21 Stocks Moving in Monday's Pre-Market Session
↗
April 18, 2022
Gainers Mullen Automotive, Inc. (NASDAQ: MULN) shares rose 16.2% to $2.51 in pre-market trading. Mullen Automotive announced plans to begin construction for EV battery pack...
Via
Benzinga
3 Reddit Stocks That Could Roar in Q2
↗
April 13, 2022
The trick to sifting through Reddit stocks is to figure out what fits your investing style. Not every Reddit stock will be good for you.
Via
InvestorPlace
Binance Crypto News: 8 Things to Know as the Crypto Exchange Eyes Expansion to Middle East
↗
April 11, 2022
Binance is in the news Monday as the cryptocurrency exchange moves forward with plans to expand into the Middle East with new approval.
Via
InvestorPlace
Why Is Mullen Automotive (MULN) Stock Up Today?
↗
April 08, 2022
Shares of MULN stock closed higher by over 5% today after EV Grid CEO Tom Gage confirmed that his company had tested Mullen's battery.
Via
InvestorPlace
Crypto News: Why Are SHIB, DOGE, ADA and BTC Rising Today?
↗
March 28, 2022
Crypto is on the rise Monday with several of the biggest players in the space taking off alongside various news stories today.
Via
InvestorPlace
BitNile News: Why Is NILE Stock Surging Today?
↗
March 28, 2022
BitNile (NILE) stock is gaining on Monday after the company revealed plans for the full repayment of its senior secured notes.
Via
InvestorPlace
BitNile Holdings Issues Update that Company Has Invested a Total of $127 Million on Data Center and Bitcoin Miners
April 05, 2022
From
BitNile Holdings, Inc.
Via
Business Wire
35 Stocks Moving In Monday's Mid-Day Session
↗
March 28, 2022
Gainers Hycroft Mining Holding Corporation (NASDAQ: HYMC) jumped 57.1% to $1.96 following reports regarding potential future investments from AMC CEO, Adam Aron....
Via
Benzinga
BitNile Holdings Issues March Bitcoin Production and Mining Operation Report
April 01, 2022
From
BitNile Holdings, Inc.
Via
Business Wire
Crypto Mining Stocks News: Why Are MARA, RIOT, HUT, BITF, NILE, BTBT Stocks Up Today?
↗
March 28, 2022
Cryptocurrency mining stocks are rallying on positive news from the European Union and a bullish analyst note.
Via
InvestorPlace
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday
↗
March 28, 2022
Welcome back, trader! It's time to start off the week with an overview of the biggest pre-market stock movers for Monday!
Via
InvestorPlace
BitNile Holdings Announces Completion of Payment in Full of $66 million in Senior Secured Notes
March 31, 2022
From
BitNile Holdings, Inc.
Via
Business Wire
22 Stocks Moving in Monday's Pre-Market Session
↗
March 28, 2022
Gainers Hycroft Mining Holding Corporation (NASDAQ: HYMC) rose 27.3% to $1.63 in pre-market trading. Last week, AMC Entertainment Holdings purchased a major stake in Hycroft Mining Holding.
Via
Benzinga
50 Biggest Movers From Yesterday
↗
March 29, 2022
Gainers Hycroft Mining Holding Corporation (NASDAQ: HYMC) shares gained 81.3% to close at $2.32 on Monday. Last week, AMC Entertainment Holdings purchased a major stake in...
Via
Benzinga
Trading Alert: The Top Stocks And Sectors To Watch Next Week
↗
March 27, 2022
I can already tell you that a storm is brewing for stocks in sectors like biotech and home construction. These sector ETFs seem to be some of the worst in breed right now.
Via
Talk Markets
Top Penny Stocks Today: Why GNLN and NILE Are Surging Friday
↗
March 25, 2022
We're seeing plenty of activity from penny stocks today with a couple of them rising above others to be top traders for Friday.
Via
InvestorPlace
BitNile Holdings Announces Payment in Full of $66 Million in Senior Secured Notes This Week
March 28, 2022
From
BitNile Holdings, Inc.
Via
Business Wire
Mid-Afternoon Market Update: Dow Tumbles 300 Points; Vallon Pharmaceuticals Shares Plunge
↗
March 21, 2022
U.S. stocks traded lower toward the end of trading, with the Dow Jones falling more than 300 points on Monday. The Dow traded down 0.95% to 34,424.62 while the NASDAQ fell 1.05%...
Via
Benzinga
75 Biggest Movers From Yesterday
↗
March 22, 2022
Gainers NeuroSense Therapeutics Ltd. (NASDAQ: NRSN) shares jumped 299.4% to close at $6.23 on Monday as the company received clearance from the FDA to initiate a pharmacokinetic...
Via
Benzinga
Top Penny Stocks Today: Why NILE, CEI, CENN, UTME, HUSN and BBIG Are Soaring Today
↗
March 21, 2022
We're checking in on the top penny stocks that investors will want to keep an eye on today in our market update for Monday.
Via
InvestorPlace
Mid-Day Market Update: Nasdaq Drops 100 Points; NeuroSense Therapeutics Shares Spike Higher
↗
March 21, 2022
U.S. stocks traded lower midway through trading, with the Nasdaq dropping around 100 points on Monday. The Dow traded down 0.78% to 34,482.95 while the NASDAQ fell 0.73% to 13,792...
Via
Benzinga
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