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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
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Truist Financial Q2 Earnings Call Highlights
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How a Registered Migration Agent Can Improve Your Visa Success in Australia
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Australia continues to attract people from around the world who are looking for better education, career opportunities, family reunification, and a high qu
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Travel Insurance for Spain: Schengen Coverage Requirements Explained
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Complete Guide to Document Clearing Services in Dubai
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July 17, 2026
Dubai is one of the world's leading business destinations, attracting entrepreneurs, investors, professionals, and families from across the globe. While th
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Travel Insurance for UK: Coverage, Costs, and Visa Considerations
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India sends more visitor visa applicants to Britain than any other country in the world, with over half a million Standard Visitor applications filed in a
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JPMorgan Just Reported $21.2 Billion in Q2 Net Income -- Up 41% -- and CEO Jamie Dimon Said the Economy Is "Close to as Good as It Gets."
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Dimon says JPMorgan Chase is firing on all cylinders.
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Which Financial ETF Is the Better Investment?
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Which dow jones stocks are moving on Thursday?
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Visa: A Smart Way to Invest in the Cashless Economy (NYSE:V)
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Investors don't just have to look at up-and-coming fintech stocks to gain adequate exposure.
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Global Immigration Partners Urges Investors to Act Ahead of Critical September 2026 EB-5 Grandfathering Deadline
July 16, 2026
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Visa Introduces Platform for Stablecoin Minting, Movement and Management
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Visa Inc.
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Coinbase Just Joined a 140-Company Stablecoin Alliance. Here's What It Means for the Stock.
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Travel Insurance for Bali: Essential Coverage for a Worry-Free Holiday
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July 16, 2026
Bali draws close to two lakh Indian visitors every year, making it one of the most popular international escapes for Indian travellers, yet a surprising nu
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From South Africa To Dubai: Your Complete Travel Planning Guide
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July 16, 2026
Planning an international holiday becomes much easier when you understand your destination before departure. Dubai continues to attract millions of visitor
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Can You Activate a Cash App Card Without the QR Code?
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July 16, 2026
A Cash App Card is a convenient debit card that allows users to spend their Cash App balance anywhere Visa is accepted. However, many users wonder whether
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New York T Visa Immigration Lawyer Rajat Shankar Explains T Visa Application Form I-914
July 15, 2026
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Portugal Panorama Connects International Investors With Distinctive Investment Opportunities in Portugal
July 15, 2026
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Stock Market Today, July 15: PayPal Surges 17% on $60.50 Takeover Bid from Stripe and Advent International
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July 15, 2026
Today, July 15, 2026, the $53 billion acquisition proposal sent shares up 17% on record trading volume, with investors debating whether the premium is sufficient.
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How to Choose the Best Umrah Package: A Complete Buyer's Guide
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Planning an Umrah is one of the most meaningful journeys a Muslim can undertake. However, choosing the right package can be overwhelming, especially with s
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Flight Change | Cancellation and Refund Policy - Fly Airlines Policy
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When your travel plans change without warning, it helps to know the Flight Change | Cancellation and Refund Policy - Fly Airlines Policy. This can save you
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The PNC Financial Services Group Q2 Earnings Call Highlights
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The PNC Financial Services Group (NYSE:PNC) reported what Chairman and CEO Bill Demchak called an “impressive” second quarter, with management pointing to broad-based business momentum, stronger fee...
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BlackRock (NYSE:BLK) executives said the asset manager delivered record second-quarter results and its strongest first half on record, driven by broad-based client inflows, higher markets, acquisitions...
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Thredd Joins The Visa Agentic Ready Programme, Bringing Agent Network Readiness To Issuers Across Europe, Starting With Zilch
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The monster bank absolutely obliterated analyst estimates.
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Long Island T Visa Immigration Attorney Rajat Shankar Outlines Federal Protections for Trafficking Survivors Under the Trafficking Victims Protection Act
July 14, 2026
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Citigroup Q2 Earnings Call Highlights
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