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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
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GM, Magna Lead Five Stocks In Buy Range Now
↗
May 29, 2021
General Motors, GM supplier Magna, Textainer, TransDigm and Airbus are top transportation stocks in buy range.
Via
Investor's Business Daily
Topics
Supply Chain
SIRUI Announces Ground Breaking New 75mm f1.8 1.33x Anamorphic Lens
May 24, 2021
SIRUI today launches its new 75mm f1.8 1.33x anamorphic lens, giving filmmakers the ability to make telephoto images with an anamorphic look
Via
Newswire.com
Elevation Connect Donates Laptops to FEDC in Support of High School Intern Programs
May 20, 2021
Equipment will assist in training of PTECH and traditional tech internships
Via
Newswire.com
mxHERO Announces Strategic Partnership with Macnica Networks
May 18, 2021
mxHERO, Inc. (USA), announced a strategic partnership with Japan’s Macnica Networks
Via
EIN Presswire
Topics
Supply Chain
Planning Production Software Market to Witness Massive Growth by Konica Minolta, Canon, Capterra, Ricoh
↗
May 13, 2021
Planning Production Software Comprehensive Study by Platform (Windows, Mac, IOS, Android), Pricing (Annually, Monthly, One-time license), Deployment (On premise, Cloud), Features (Gantt charts, What if...
Via
SBWire
Photo Printer Market to Witness Huge Growth by 2021-2026: Xerox, Olympus, Kodak
↗
May 12, 2021
Global Photo Printer Market is latest research study released by HTF MI evaluating the market, highlighting opportunities, risk side analysis, and leveraged with strategic and tactical decision-making...
Via
SBWire
Topics
Supply Chain
3D Technology Market to See Huge Growth by 2026 : Google, Microsoft, Oracle
↗
May 26, 2021
The Global 3D Technology Market to witnessed good recovery in growth post first half of 2020 and is projected coverup market sizing during the forecast period (2021-2026). The assessment provides a...
Via
SBWire
London Art Investor Olyvia Kwok Shares Insight into Growth in Art Market Confidence
May 19, 2021
May 19, 2021 -- Art Investor, Olyvia Kwok, Shares Insight On Art Market Confidence Surge
Via
24-7 Press Release
Topics
Brexit
Medical Cameras Market worth $4.1 billion by 2026 | Key Players are Olympus Corporation (Japan), Richard Wolf GmbH (Germany)
May 14, 2021
Via
AB Newswire
Medical Cameras Market Worth $4.1 Billion by 2026 - Exclusive Report by MarketsandMarkets™
↗
May 13, 2021
The medical cameras market is projected to reach $4.1 billion by 2026. Ophthalmology cameras market report provides crucial industry insights that will help your business grow.
Via
SBWire
Kuhlmann Enterprises, Inc Resolves Lawsuit
May 13, 2021
May 13, 2021 -- Arizona District Court Case Dismissed
Via
24-7 Press Release
Topics
Intellectual Property
Lawsuit
A Look Into Industrials Sector Value Stocks
↗
May 12, 2021
The Meaning Behind Value Stocks A value stock traditionally has a lower price when compared to stock prices of companies in the same industry. This indicates that the company may...
Via
Benzinga
Copier Repair Specialists, Inc. Resolves Lawsuit
May 12, 2021
May 12, 2021 -- Public Notification
Via
24-7 Press Release
Topics
Intellectual Property
Lawsuit
RENOWNED DISNEY MUSIC PRODUCER FRED MOLLIN MAKES IT “GREAT TO BE A KID” WITH RELEASE OF UPLIFTING NEW ALBUM FOR CHILDREN
May 05, 2021
New Fun Songs About Life and Living Help Young Kids Look Forward to a Bright Future; Digital Music and Album Released on Melody Place/BMG
Via
EIN Presswire
TPM Announces Creation of Customer Experience Organization
May 05, 2021
TPM, Inc., a leading technology solutions provider focused on architecture, engineering, construction, and manufacturing, announces a strategic reorganization and critical investment in customer...
Via
Newswire.com
COKIN - NEW NX Series Filter Holder System
May 05, 2021
New filter holder system prevents vignetting with ultra-wide-angle lenses up to 16mm
Via
EIN Presswire
Veterinary Imaging Market Size, Share, Industry Growth, Trend, Business Opportunities, Challenges, Drivers and Restraint Research Report by 2027
↗
May 04, 2021
While the COVID-19 epidemic is rising, manufacturers are gradually adapting their production and purchasing strategies to fulfill the challenges of a pandemic that has created market-based Veterinary...
Via
SBWire
Topics
Economy
Supply Chain
Photolithography Equipment Market Investment Opportunities, Industry Share & Trend Analysis Report to 2028
↗
May 03, 2021
Growth of the semiconductors industry is a significant factor driving global photolithograpgy equipment market reveneu growth
Via
SBWire
Topics
Artificial Intelligence
Creative Office Solutions, A Top Copier Service and Repair Team, Announces a Page Upgrade for Printer Leasing in Atlanta, Georgia
April 30, 2021
Creative Office Solutions, an expert copier sales, service, leasing, and repair company, announces an upgrade to its page on printer leasing for Atlanta-area businesses. Leasing may be the answer to...
Via
Newswire.com
Digital Printing Market Worth $34.3 Billion by 2026
↗
May 04, 2021
Northbrook, IL -- (SBWIRE) -- 05/04/2021 -- According to the new market research report "Digital printing Market by Ink (UV-cured, Aqueous, Solvent, Latex, and Dye Sublimation), Printheads (Inkjet and...
Via
SBWire
Topics
Economy
Digital Projectors for Education Market May See a Big Move: Epson, BenQ, Panasonic, NEC, Optoma
↗
May 04, 2021
Evaluate your competitors and understand the business environment, gauge the potential success of your product or service to fulfil ongoing need of addressable Digital Projectors for Education Market.
Via
SBWire
Topics
Economy
Supply Chain
Bordeaux 2020 Vintage – Top 50 Wines
April 30, 2021
April 30, 2021 -- The world's largest wine information source, Tastingbook.com, has rated Bordeaux's best red wines from 2020 vintage by using Tastingbook Artificial Intelligence.
Via
24-7 Press Release
Topics
Artificial Intelligence
Creative Office Solutions Announces New Page Focused on High-End Canon Copier Repair in Atlanta
April 29, 2021
Creative Office Solutions, a professional service for printers, copiers, and office equipment, services businesses with office equipment needs.
Via
EIN Presswire
CAI International, Inc. Reports Results for the First Quarter of 2021
April 29, 2021
From
CAI International, Inc.
Via
Business Wire
CAI International, Inc. Announces Q1 2021 Financial Release Date and Conference Call
April 26, 2021
From
CAI International, Inc.
Via
Business Wire
Veterinary X-Ray Market Worth $872 Million - Recent Developments and Growth Drivers
↗
April 26, 2021
[192 Pages Report] [Single User License :: US $ 5650] Veterinary X-ray Market categories the Global market by Technology (Direct, Computed, Film), Type (Digital, Analog), Mobility (Fixed, Portable),...
Via
SBWire
Personalized Stationery Market to Eyewitness Massive Growth by 2026 : Costa, Staples, Faber-Castell
↗
April 26, 2021
What's Ahead in the Global Personalized Stationery Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
8K Technology Market Is Booming Worldwide by Share, Trends, Size, Growth, Demand, Segments and Forecast to 2028
↗
April 26, 2021
The study methodologies used to examine the 8K Technology market for the forecast period, 2020 - 2028 further classifies the industry by type, geography, end-use and end-user to add more precision and...
Via
SBWire
Recap: Canon Q1 Earnings
↗
April 26, 2021
Shares of Canon (NYSE:CAJ) moved higher by 4.1% in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share increased 100.00% over the...
Via
Benzinga
TEC 2021, Presented by PSA, May 3–6, Denver, Live and On-Demand, REGISTER NOW !
April 26, 2021
PSA ANNOUNCES SPONSORS FOR TEC 2021
Via
EIN Presswire
Topics
Artificial Intelligence
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