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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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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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Microsoft
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MSFT
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388.67
-9.08 (-2.28%)
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Updated: 11:38 AM EDT, Jul 22, 2026
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Microsoft Stock Looks Cheap. Here's What's Really Going On
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July 15, 2026
The stock is getting hit hard, but the real story behind the sell-off is more nuanced than it looks.
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Prediction: Microsoft Stock Will Skyrocket After July 29
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July 15, 2026
Microsoft's earnings report will be closely monitored by the market.
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If I Had $1,000 to Invest, Here's the Tech Stock I'd Invest in Before Micron
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In 7 Words, Fed Chair Kevin Warsh May Have Just Confirmed the Stock Market's Biggest Fear
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Dow Jones Stays Calm While Memory Chips Give Investors Whiplash (Again)
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July 15, 2026
Inflation data gave investors hope on Wednesday morning. Semiconductor stocks took it away by lunchtime.
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3M Expands AI Push with Microsoft Azure Data Center Partnership
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July 15, 2026
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Apple Sues OpenAI, Here's What It Means for Oracle and Microsoft Investors
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The AI industry was recently upended when Apple took legal action against one of the leading AI technology companies.
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Microsoft Stock Hit With Price-Target Cuts After Flaccid Performance
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July 15, 2026
Three Wall Street analysts lowered their price targets on Microsoft stock on Wednesday as the software giant faces AI-related uncertainties.
Via
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The market opportunity for 3M's data center technology has rapidly escalated.
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Which Is the Better Value Stock: Microsoft or Nvidia?
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July 15, 2026
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July 15, 2026
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July 15, 2026
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July 15, 2026
As long as the economy remains reasonably healthy, this is an ideal backdrop for companies in the money business.
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Evaluating Microsoft Against Peers In Software Industry
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July 15, 2026
In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a...
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Oracle Leads AWS, Microsoft, Google in Race to Build Japan's Secret Cloud Project to Counter Chinese Hacking Threats: Report
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July 15, 2026
Oracle leads talks on expanding Japan data centers as US ambassador George Glass coordinates with Tokyo and tech rivals.
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Empowering Modern Businesses with Agentic AI Solutions and Workforce AI Solutions for Smarter Enterprise Operations
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July 15, 2026
The future of business automation is being shaped by intelligent technologies that can think, learn, and perform tasks independently. Agentic AI Solutions
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