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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
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Event Schedule
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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
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Intercontinental Exchange
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Updated: 10:09 AM EDT, Apr 1, 2026
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The $11 Billion Prediction: How Kalshi’s Meteoric Rise Defined the 2025 Financial Landscape
January 15, 2026
The prediction market landscape has officially transitioned from a niche interest for statisticians into a cornerstone of the global financial system. As of January 15, 2026, Kalshi has cemented its...
Via
PredictStreet
Topics
Derivatives
Economy
The New Wall Street: Prediction Markets Smash Records with $701.7 Million Day
January 15, 2026
The world of finance shifted on its axis this week. On Monday, January 12, 2026, prediction markets achieved a staggering, record-breaking $701.7 million in single-day trading volume. This milestone...
Via
PredictStreet
Topics
Economy
Law Enforcement
The $60 Billion Revolution: How Prediction Markets Outpaced Projections to Challenge the Sports Betting Throne
January 15, 2026
As we cross the midpoint of January 2026, the final tallies for the previous year have confirmed a seismic shift in global finance: prediction markets are no longer a niche curiosity for political...
Via
PredictStreet
Topics
Derivatives
Economy
Retirement
NYSE-parent ICE’s CEO Jeffrey Sprecher Says ‘Trying To Catch Up’ With Firms Like Robinhood On 24/7 Markets
↗
January 12, 2026
Via
Stocktwits
The New Insurance: Institutional Hedging Transforms Prediction Markets into Essential Risk Management Tools
January 15, 2026
As of January 15, 2026, the global financial landscape has witnessed a paradigm shift in how institutional investors manage tail risk and policy uncertainty. What was once dismissed as a niche domain...
Via
PredictStreet
Topics
Bonds
Derivatives
Economy
Empire State vs. Event Contracts: The High-Stakes Battle to Regulate Prediction Markets
January 15, 2026
As of mid-January 2026, a legal and legislative storm is brewing in Albany that could redefine the future of information finance in the United States. New York, a state traditionally at the center of...
Via
PredictStreet
Topics
Derivatives
Economy
Lawsuit
The Day of the Truth Engine: Prediction Markets Shatter Records with $701.7 Million Surge
January 15, 2026
On January 12, 2026, the financial landscape witnessed a seismic shift as daily trading volume in prediction markets hit a staggering $701.7 million, marking the industry's most prolific 24-hour period...
Via
PredictStreet
Topics
Economy
Government
Law Enforcement
Intercontinental Exchange (ICE) Stock Is Up, What You Need To Know
January 14, 2026
Shares of global market infrastructure company Intercontinental Exchange (NYSE:ICE) jumped 3% in the afternoon session after analysts raised their price targets for the company, signaling confidence in...
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
Prediction Markets Break Records: $700 Million Day Marks New Era as Kalshi Dominates
January 14, 2026
The prediction market industry reached a historic milestone on January 12, 2026, as total daily trading volume across major platforms surged to a staggering $701.7 million. This record-breaking figure...
Via
PredictStreet
Topics
Artificial Intelligence
Derivatives
Economy
The ‘Maduro Bet’ Backlash: Will Congress Finally Ban Prediction Market Insider Trading?
January 13, 2026
The world of prediction markets is facing its most significant legislative reckoning to date. Following a series of suspicious trades linked to high-stakes geopolitical events, Representative Ritchie...
Via
PredictStreet
Topics
Regulatory Compliance
The $400,000 Secret: How an Anonymous Bet on Maduro Exposed the Deep Fault Lines of Prediction Markets
January 13, 2026
The early morning hours of January 3, 2026, will be remembered for the thundering rotors of U.S. special operations forces over Caracas. But for the high-stakes world of decentralized finance, the real...
Via
PredictStreet
Topics
Government
Nasdaq Assumes Role of Market Gatekeeper with New Discretionary Authority to Combat Manipulation
January 13, 2026
In a decisive move to fortify the integrity of the public markets, Nasdaq, Inc. (Nasdaq:NDAQ) has officially implemented Rule IM-5101-3, a landmark regulatory shift that grants the exchange...
Via
MarketMinute
Topics
Regulatory Compliance
Retail’s Tech Coronation: Walmart Joins the Nasdaq-100 Following Historic Exchange Pivot
January 12, 2026
In a move that signals the definitive blurring of the lines between traditional retail and big tech, Walmart Inc. (Nasdaq: WMT) is officially scheduled to join the Nasdaq-100 Index prior to the market...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Market Integrity Questioned as President Trump Leaks Jobs Data Ahead of Schedule
January 09, 2026
The financial world was jolted late Thursday night when President Donald Trump bypassed decades of established protocol by posting sensitive, unpublished employment data to social media hours before...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Atkins Unveils 'Make IPOs Great Again' Initiative: A Seismic Shift in SEC Strategy to Revive U.S. Capital Markets
January 08, 2026
As of early January 2026, the landscape of American finance is undergoing its most radical transformation in decades. Securities and Exchange Commission (SEC) Chairman Paul Atkins, who took the helm in...
Via
MarketMinute
Topics
Economy
Initial Public Offering
Lawsuit
The End of the Closing Bell: Nasdaq and NYSE Race Toward a 24/7 Global Market
January 08, 2026
As the sun sets over the Hudson River on January 8, 2026, the traditional silence that once signaled the end of the trading day is becoming a relic of the past. The U.S. financial system is currently...
Via
MarketMinute
Topics
Regulatory Compliance
Wall Street’s Digital Renaissance: SEC and DTCC Pave the Way for On-Chain Stock Trading
January 08, 2026
In a historic pivot that marks the end of the "paper-and-ink" era of American finance, the Securities and Exchange Commission (SEC) has officially authorized the tokenization of traditional stocks on...
Via
MarketMinute
Topics
Bonds
Regulatory Compliance
The Market That Never Sleeps: ICE Extends Dutch TTF Trading to 22 Hours
January 08, 2026
In a move that signals the definitive transformation of European natural gas from a regional utility into a global commodity, the Intercontinental Exchange (NYSE: ICE) officially announced today,...
Via
MarketMinute
Topics
Artificial Intelligence
Energy
Higher-for-Longer Rates Could Reward These 3 Overlooked Stocks
↗
January 08, 2026
Via
MarketBeat
The Financialization of Truth: Dow Jones and Polymarket Partner to Reshape Financial Journalism
January 07, 2026
In a landmark move that signals a new era for financial media, Dow Jones & Co. and the decentralized prediction platform Polymarket officially announced an exclusive data partnership on January 7,...
Via
MarketMinute
Topics
Derivatives
Earnings
Economy
The New York Stock Exchange Enters Agreement with MSCI to Become the U.S. Options Listing Venue for Benchmark Indexes in Early 2026
January 07, 2026
From
Intercontinental Exchange
Via
Business Wire
ICE Announces Milestones Across its Data Business in 2025 Including Record Fixed Income Trading and Clearing Volume
January 06, 2026
From
Intercontinental Exchange
Via
Business Wire
Intercontinental Exchange Reports December, Fourth Quarter and Full Year 2025 Statistics
January 06, 2026
From
Intercontinental Exchange
Via
Business Wire
The Final Stand: Congress Faces Historic Reckoning as Stock Trading Ban Gains Critical Momentum
January 01, 2026
As the gavel falls on the first session of 2026, the halls of the U.S. Capitol are gripped by a legislative storm that has been brewing for over a decade. The intensifying fight over a comprehensive...
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
Singapore Exchange (SGX) Navigates a Year-End Cooling Period as 2026 Global Interest Rate Shifts Loom
January 01, 2026
As the final bells rang across global trading floors on December 31, 2025, the Singapore Exchange (SGX:S68) found itself in an uncharacteristically quiet retreat. Despite a landmark year that saw the...
Via
MarketMinute
Topics
Derivatives
Economy
Initial Public Offering
Wall Street Prepares for 2026: NYSE and Nasdaq Set Holiday Hours as Bond Markets Signal Early Exit
December 31, 2025
As the final grain of sand slips through the hourglass of 2025, Wall Street is preparing for its traditional transition into the new year. Today, December 31, 2025, marks the conclusion of a historic...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
3 Cash-Producing Stocks We Think Twice About
December 30, 2025
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Via
StockStory
US Stock Market Holiday Schedule: New Year's 2025-2026 Confirmed
December 29, 2025
As the final days of 2025 wind down, investors and institutional traders are readying their portfolios for the annual transition. The New York Stock Exchange (NYSE:ICE) and the Nasdaq Stock Market...
Via
MarketMinute
Topics
Bonds
Economy
Retirement
The Liquidity Vacuum: Why the 2025 Holiday Lull is a Double-Edged Sword for Markets
December 26, 2025
As the final week of 2025 unfolds, the bustling trading floors of Wall Street have fallen into their customary end-of-year hush. However, beneath the surface of this seasonal "quiet," a phenomenon...
Via
MarketMinute
Topics
Regulatory Compliance
Amentum Stock Draws Fresh Buying Amid $14.4 Billion Revenue Year and 51% Stock Run
↗
December 24, 2025
Amentum’s path to the public markets is looking more like the setup for a long runway.
Via
The Motley Fool
Topics
Regulatory Compliance
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