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about us
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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
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Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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FedEx Corp
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As of April 6, 2026, global energy markets are gripped by extreme volatility as the world waits to see if a last-minute diplomatic breakthrough can prevent a massive military escalation in the Middle...
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Amazon’s Potential Pre-Earnings Rally as Middle East Tensions Show Signs of Easing
April 06, 2026
As the tech sector prepares for a pivotal first-quarter earnings season, Amazon.com Inc. (NASDAQ: AMZN) is emerging as a primary beneficiary of a sudden shift in global sentiment. For much of early...
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The Manufacturing Paradox: Expansion Hits a Wall of Inflation as March PMI Signals High-Cost Future
April 06, 2026
The U.S. manufacturing sector continues its resilient march forward, but the cost of progress is reaching a breaking point. According to the March 2026 Institute for Supply Management (ISM) report...
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Earnings Revision Momentum: Why Analysts Upgraded S&P 500 Growth to 17%
April 03, 2026
As of April 3, 2026, the financial landscape is witnessing a historic disconnect between gritty macroeconomic headlines and exuberant corporate fundamentals. Despite a backdrop of stubborn...
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Trump's April 6 Geopolitical Deadline: Markets on Edge as Strait of Hormuz Standoff Reaches Fever Pitch
April 03, 2026
As the sun sets on April 3, 2026, the global economy finds itself in a state of suspended animation. We are exactly 72 hours away from the 8:00 P.M. ET deadline set by President Donald Trump for the...
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Amazon Levies 3.5% Fuel Surcharge as Middle East Conflict Sends Energy Prices Skyward
April 03, 2026
In a decisive move that signals a tightening grip on the global e-commerce supply chain, Amazon.com, Inc. (NASDAQ: AMZN) announced on April 2, 2026, that it will implement a new 3.5% fuel and logistics...
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War Drums and Wall Street: Trump Vows ‘Extremely Hard’ Strikes as Iran Conflict Spirals Ahead of Holiday Break
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March 2026 Jobs Report: Strong Hiring Meets $110 Oil Shock
April 03, 2026
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Labor Day of Reckoning: March Jobs Report Tests U.S. Resilience Amid $140 Oil Shock
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Crude Oil Pierces $111 as Hormuz Blockade Ignites Global Energy Crisis
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Crude Reality: Oil Pierces $110 as Strait of Hormuz Blockade Sparks Global Inflation Panic
April 02, 2026
The global energy landscape fractured on April 2, 2026, as oil prices shattered the $110 per barrel ceiling, sending shockwaves through international financial markets. Brent Crude and West Texas...
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Crude Chaos: WTI Surges 58% as Trump Extends ‘Operation Epic Fury’ Against Iran
April 02, 2026
The global energy market has been thrust into a state of high-octane volatility as West Texas Intermediate (WTI) crude oil prices surged a staggering 58% over the past thirty days, marking one of the...
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Oil Prices Tumble Toward $100 as Middle East Tensions Thaw, Offering Relief to Wall Street
April 01, 2026
The sharp decline in prices follows reports of high-level, "back-channel" negotiations occurring in Muscat, Oman, between representatives from Washington and Tehran. These talks aim to establish a...
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The SaaSpocalypse and the Spring Surge: Recapping a Volatile Q1 2026
April 01, 2026
The first quarter of 2026 will be remembered by Wall Street as a period of profound structural realignment, marked by a brutal "SaaSpocalypse" that gutted high-growth technology valuations and a...
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World Bank Forecasts Global Commodity Prices to Hit Six-Year Low in 2026 amid Oil Glut
April 01, 2026
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"Fight for Fuel or Buy From USA": Trump Ultimatum Reshapes Global Energy Order Amid Middle East Conflict
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WASHINGTON, D.C. — In a move that has sent shockwaves through global capitals and financial hubs, President Donald Trump has issued a stark ultimatum to America’s traditional energy allies. Following a...
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Crude Awakening: Oil Prices Retreat as 'War Exit' Signals Defuse Iran-U.S. Tensions
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Crude Awakening: Brent Oil Surges Past $100 as Middle East Conflict Paralyzes Global Energy Hubs
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LONDON / NEW YORK — The global economy faced a jarring milestone on April 1, 2026, as Brent crude oil prices surged past the psychological threshold of $100 per barrel, eventually hitting an intraday...
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1 Industrials Stock on Our Buy List and 2 Facing Challenges
April 01, 2026
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. They are also bound to benefit from a friendlier regulatory environm...
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Oil Prices Retreat to $100 Range as Middle East Tensions Ease on March 31, 2026
March 31, 2026
Global energy markets experienced a significant cooling on March 31, 2026, as Brent crude and U.S. West Texas Intermediate (WTI) prices retreated from recent multi-year highs. The decline followed a...
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US Retail Gasoline Prices Surpass $4.00 Milestone Amid Middle East Conflict
March 31, 2026
For the first time since the summer of 2022, American motorists are facing a stark reality at the pump as the national average for retail gasoline officially surpassed the $4.00 per gallon mark today,...
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Black Gold’s Resurgence: How Middle East Volatility and the AI Power Crunch Fueled the Energy Sector’s 22% 'Surprise Trade' of 2026
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As of March 30, 2026, the global financial landscape has been upended by an aggressive and unexpected rally in fossil fuels, marking a stark departure from the technology-driven bull markets of the...
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Oil Shatters $107 Threshold as Iran Conflict Escalates; Global Markets Braced for Inflation Shock
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