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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
Featured Articles
Contrarian Notes Blog
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Fidelity National Information Services
(NY:
FIS
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65.62
-0.84 (-1.26%)
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Updated: 7:00 PM EST, Jan 2, 2026
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This Is the Typical 401(k) Contribution Rate Today. Are You Saving As Much of Your Paycheck for Retirement?
↗
November 29, 2025
Your personal savings rate might need a boost.
Via
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Bitcoin Roars Past $90,000: A New Era for Digital Gold and Linked Equities
November 28, 2025
Bitcoin has once again asserted its dominance in the financial markets, surging past the $90,000 mark in late November 2025. This significant milestone, following a period of intense volatility and a...
Via
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Global Futures Markets Reel from Multi-Hour CME Group Outage, Raising Stability Concerns
November 28, 2025
Global financial markets were plunged into disarray on November 28, 2025, as a multi-hour disruption at CME Group (NASDAQ: CME), the world's largest derivatives exchange, brought trading across a vast...
Via
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Got $500? 4 Cryptocurrencies to Buy and Hold for Decades
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November 28, 2025
These four cryptocurrencies account for 75% of the value of the crypto market, and should be key building blocks of any crypto portfolio.
Via
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Pixazo Introduces FLUX.2 and Z-Image-Turbo API, Advancing the Next Era of High-Fidelity Visual Generation
November 27, 2025
Via
AB Newswire
Topics
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Forget Magnificent 7— Why International Stocks Are Finally A Buy: The End Of The 'Value Trap'
↗
November 27, 2025
Fidelity's Jurrien Timmer explains why international stocks are finally a buy, shedding their "value trap" status to rival the Magnificent 7.
Via
Benzinga
Here's the Average IRA Balance Today. How Does Yours Compare?
↗
November 27, 2025
The number may or may not surprise you.
Via
The Motley Fool
Topics
Economy
Retirement
Bitcoin Reclaims $90,000 Mark Amidst Market Volatility and Shifting Economic Tides
November 26, 2025
November 26, 2025 – Bitcoin (BTC) has once again captured the financial world's attention, recently pushing back above the crucial $90,000 threshold during U.S. trading hours. This rebound comes after...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
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Should You Buy the Dip on IonQ Stock?
↗
November 26, 2025
IonQ is down 40% from its all-time high, set a few weeks ago.
Via
The Motley Fool
The Average 401(k) Balance Today May Surprise You
↗
November 26, 2025
The number may not be what you expect.
Via
The Motley Fool
Topics
Retirement
WPS Office Recognized Among Top Free Office Suites for Students and Professionals in 2025
November 25, 2025
Via
AB Newswire
Topics
Artificial Intelligence
The Best US-Based UI/UX Design Agencies for Exceptional Digital Products
November 25, 2025
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The AI Video Revolution: B2B Platforms Unleash Hyper-Personalized Content at Scale
November 25, 2025
The business-to-business (B2B) landscape is currently experiencing a seismic shift in content strategy, driven by the rapid proliferation of AI-powered video content platforms. These innovative...
Via
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Solana Ignites: Can SOL Reclaim $200 Amidst ETF Frenzy?
November 25, 2025
Solana (SOL) has once again captured the crypto world's attention, surging approximately 5% on November 25, 2025, to trade between $135 and $136. This latest rally caps a week of consistent upward...
Via
BreakingCrypto
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MicroStrategy’s Bitcoin Bet Faces Crossroads as MSCI Exclusion Looms, Signaling Broader Crypto Reevaluation
November 25, 2025
November 25, 2025 – MicroStrategy (NASDAQ: MSTR), the business intelligence firm that famously transformed into a de facto Bitcoin (BTC) proxy, finds its bold treasury strategy at a critical juncture....
Via
BreakingCrypto
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Get insights into the top movers in the S&P500 index of Tuesday's pre-market session.
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November 25, 2025
The US market session of Tuesday has yet to be opened, let's have a look at the top S&P500 gainers and losers in the pre-market session today.
Via
Chartmill
FIS Powers German Auto Bank’s Digital Transformation, Accelerating Deposit Growth
November 25, 2025
From
Fidelity National Information Services
Via
Business Wire
Quantum Leap: Scientists Teleport Information Between Separate Light Sources, Paving Way for Unhackable Internet
November 24, 2025
Stuttgart, Germany – November 24, 2025 – In a monumental stride toward realizing the long-envisioned quantum internet, scientists at the University of Stuttgart have achieved a groundbreaking feat: the...
Via
TokenRing AI
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Artificial Intelligence
Pixazo Unveils New Generation of Advanced Lipsync APIs for Hyper-Realistic Digital Expression
November 24, 2025
Via
AB Newswire
FIS to Present at Upcoming Conference
November 24, 2025
From
Fidelity National Information Services
Via
Business Wire
Adobe Unleashes Next-Gen Creativity: Google’s Gemini 3 Nano Banana Pro Integrates into Firefly and Photoshop
November 24, 2025
In a groundbreaking move set to redefine the landscape of digital creativity, Adobe (NASDAQ: ADBE) has announced the immediate integration of Google's (NASDAQ: GOOGL) cutting-edge AI model, Gemini...
Via
TokenRing AI
Topics
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AI and Fintech Unleash a New Era in Wealth Management: Hyper-Personalization, Efficiency, and Unprecedented Access
November 24, 2025
The convergence of Artificial Intelligence (AI) and financial technology (fintech) is rapidly redefining the landscape of wealth management and private banking, ushering in an era of unprecedented...
Via
TokenRing AI
Topics
Artificial Intelligence
Regulatory Compliance
The Digital Dawn: Tokenized Stocks Poised to Reshape Global Financial Markets
November 24, 2025
A quiet revolution is brewing in the staid world of finance, threatening to upend centuries-old practices of how company ownership is recorded, traded, and settled. The concept of "stocks on a...
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Collectors’ Exclusives: One-of-a-Kind Jan Luyken Engravings Return After Three Centuries
November 24, 2025
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Get News
Non-Supply/Demand Factors Affecting Gold Prices: IRA Report Released
November 24, 2025
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Press Release Distribution Service
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6 Retirement Costs You Might Underestimate
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November 23, 2025
One of these costs is a silent killer that could shrink the power of your nest egg in half.
Via
The Motley Fool
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SoulGen 2.0 Launches with Breakthrough Advances in AI Video Generation Technology
November 23, 2025
Hong Kong, China--(Newsfile Corp. - November 23, 2025) - SoulGen today announced the launch of SoulGen 2.0, a major upgrade...
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Newsfile
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Will IonQ Be a $1 Trillion Company 10 Years From Now?
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November 23, 2025
IonQ has the most accurate quantum computing technology available right now.
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Pixazo Introduces Nano Banana Pro API, a Breakthrough in High-Fidelity Visual Generation
November 21, 2025
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AB Newswire
Fidelity National Financial, Prudential, and Mercury General Shares Skyrocket, What You Need To Know
November 21, 2025
A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official hinted at potential interest rate cuts in the near future.
Via
StockStory
Topics
Bonds
Economy
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