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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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Marriott International
(NQ:
MAR
)
326.79
+2.50 (+0.77%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 25, 2026
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American Consumers Grapple with Persistent Gloom and Job Market Fears in October 2025
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Wall Street on Edge: The Federal Reserve's Shadow Looms Large Over Market Activity
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Gold Soars to Record US$4,000 Amidst US Shutdown Anxiety, Reshaping Global Financial Landscape
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S&P 500 Defies Washington Gridlock, Extends Historic Winning Streak Amidst Government Shutdown
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U.S. Labor Market Stalls: Moody's Reports 'Essentially No Job Growth' Amidst Government Shutdown, Raising Recession Fears
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Atlanta Fed Unpacks Global Shocks: A New Lens on US Inflation and Future Monetary Policy
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Data Blackout: Government Shutdown Leaves Fed Flying Blind Amidst Economic Crossroads
October 03, 2025
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Chicago Fed's Real-Time Unemployment Gauge Signals Steady Labor Market at 4.3% Amidst Data Delays
October 02, 2025
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Federal Shutdown Paralysis: Data Delays Deepen Economic Damage Fears
October 02, 2025
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US Government Shutdown Rocks Global Markets: A Deep Dive into the Economic Aftershocks
October 01, 2025
Washington D.C., October 1, 2025 – The United States federal government has officially entered a shutdown today, marking the first such funding lapse in nearly seven years and sending immediate ripples...
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US Government Shutdown Ignites Market Volatility and Economic Uncertainty
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Global Markets Defy Headwinds: Resilient Sentiment Prevails Despite Shutdown Fears
September 30, 2025
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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
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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
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Ryder Cup 2025 Tees Off With $200 Million Economic Boost: Stocks To Watch
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