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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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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Lam Research
(NQ:
LRCX
)
218.36
+17.40 (+8.66%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 9, 2026
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Oracle Navigates Turbulent Waters as Renewed US-China Tariff Threats Trigger Market Sell-Off
October 10, 2025
October 10, 2025 – The U.S. stock market experienced a significant downturn today, fueled by a sharp escalation in US-China trade tensions. Former President Donald Trump's threats of "massive" new...
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NVIDIA Navigates Tariff Storm: A Deep Dive into the Semiconductor Sell-Off
October 10, 2025
October 10, 2025 - The financial markets closed today in a state of heightened anxiety, as a fresh wave of US-China tariff threats triggered a broad market sell-off, with the tech-heavy Nasdaq...
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China Intensifies AI Chip Crackdown: A New Era of Tech Self-Reliance and Geopolitical Division
October 10, 2025
China Intensifies AI Chip Crackdown: A New Era of Tech Self-Reliance and Geopolitical Division In a significant escalation of its strategic pursuit for technological sovereignty, China has dramatically...
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Lam Research, Monolithic Power Systems, NXP Semiconductors, Sensata Technologies, and Vishay Intertechnology Shares Are Falling, What You Need To Know
October 10, 2025
A number of stocks fell in the afternoon session after President Donald Trump threatened to impose 'massive' new tariffs on Chinese goods, a response to Beijing's decision to tighten export controls on...
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1 Unstoppable Semiconductor Stock to Buy Instead of AMD
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AMD is the latest chip company to land a massive deal with OpenAI.
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Why Lam Research Rallied in September
↗
October 09, 2025
Lam didn't report much new news, but the stock rallied as its customers, as well as its customers' customers, gave highly bullish forecasts for AI spending.
Via
The Motley Fool
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Stock Of The Day: Where Will The Lam Research Selloff End?
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October 08, 2025
A reversal pattern appeared on the chart of Lam Research (LRCX) on Monday, This was a early signal the selling would continue Tuesday.
Via
Benzinga
Semiconductor Showdown: Lam Research (LRCX) vs. Taiwan Semiconductor (TSM) – Which Chip Titan Deserves Your Investment?
October 08, 2025
The semiconductor industry stands as the foundational pillar of the modern digital economy, and at its heart are two indispensable giants: Lam Research (NASDAQ: LRCX) and Taiwan Semiconductor...
Via
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ASML Stock Falls As US Lawmakers Scrutinize China Dealings
↗
October 08, 2025
ASML shares drop as US lawmakers accuse company of aiding China's semiconductor capabilities. Concerns raised about new export restrictions.
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Benzinga
China Dodges US Export Controls, Buys $38 Billion In Chipmaking Equipment, Congress Report Says
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October 08, 2025
China bought about $38 billion worth of sophisticated chimaking equipment from the U.S. and its allies last year due to gaps in efforts to curb manufacturing, a bipartisan report by U.S. lawmakers has...
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Benzinga
Spotting Winners: Lam Research (NASDAQ:LRCX) And Semiconductor Manufacturing Stocks In Q2
October 07, 2025
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the semiconductor manufacturing industry, including Lam Research (NASDAQ:LRCX) and its...
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StockStory
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The Silicon Revolution: How Advanced Manufacturing is Fueling AI’s Next Frontier
October 07, 2025
The artificial intelligence landscape is undergoing a profound transformation, driven not only by algorithmic breakthroughs but also by a silent revolution in the very bedrock of computing:...
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Oracle's AI Margin Warning Casts Shadow on Semiconductor Stocks, Amkor Technology Navigates Mixed Signals
October 07, 2025
October 7, 2025 – A significant tremor rippled through the technology sector today as Oracle (NYSE: ORCL) issued a stark warning regarding the "razor-thin" profit margins of its burgeoning artificial...
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MarketMinute
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Discover which S&P500 stocks are making waves on Tuesday.
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October 07, 2025
Get insights into the S&P500 index performance on Tuesday. Explore the top gainers and losers within the S&P500 index in today's session.
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Chartmill
Lam Research, Western Digital, Photronics, Nova, and FormFactor Stocks Trade Down, What You Need To Know
October 07, 2025
A number of stocks fell in the afternoon session after reports revealed tech giant Oracle is generating lower-than-expected margins in its cloud business and losing money on Nvidia chip rentals.
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Artificial Intelligence
Exploring the top movers within the S&P500 index during today's session.
↗
October 07, 2025
Wondering what's happening in today's session for the S&P500 index? Stay informed with the top movers within the S&P500 index on Tuesday.
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Stocks making big moves yesterday: Lam Research, Uber, Micron, Opendoor, and Strategy
October 07, 2025
Check out the companies making headlines yesterday:
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StockStory
Advanced Energy's Dividend Stability Signals Maturing Growth Amidst Soaring Stock Performance
October 06, 2025
Advanced Energy Industries, Inc. (NASDAQ: AEIS), a pivotal provider of manufacturing equipment and systems, is currently experiencing a robust upward trend in its stock performance. Today, October 6,...
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MarketMinute
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Supply Chain
Amkor Technology’s $7 Billion Arizona Investment Ignites U.S. Semiconductor Manufacturing Renaissance
October 06, 2025
Peoria, Arizona – October 6, 2025 – In a landmark announcement poised to reshape the global semiconductor landscape, Amkor Technology (NASDAQ: AMKR) today officially broke ground on its expanded,...
Via
TokenRing AI
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The AI Engine’s Forge: Semiconductor Equipment Sector Rallies Amidst Unprecedented Demand for Advanced Chips
October 06, 2025
The global semiconductor manufacturing equipment market is experiencing an unprecedented rally, driven by the insatiable demand for advanced chips that power the burgeoning artificial intelligence (AI)...
Via
TokenRing AI
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Artificial Intelligence
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World Trade
Lam Research (LRCX) Soars to New 52-Week High Amidst AI Boom and Strong Semiconductor Outlook
October 06, 2025
Lam Research Corporation (NASDAQ: LRCX) has reached a significant milestone today, October 6, 2025, with its stock price hitting a new 52-week high of $150.75. This impressive surge reflects the...
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MarketMinute
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4 Stocks That Combine Strong Momentum With Great Fundamentals
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October 06, 2025
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Benzinga
Chipmakers Fueling Market Surge: AI Boom Propels Global Equities to New Heights
October 06, 2025
The global stock market is experiencing a robust bull run in late 2025, with major indices reaching new peaks, largely propelled by the extraordinary performance of the semiconductor industry....
Via
MarketMinute
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Lam Research (LRCX) Stock Is Up, What You Need To Know
October 06, 2025
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 3.9% in the morning session after a major AI-focused partnership in the chip sector boosted sentiment for semiconductor...
Via
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Topics
Artificial Intelligence
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The New Era of Silicon: AI, Advanced Packaging, and Novel Materials Propel Chip Quality to Unprecedented Heights
October 06, 2025
October 6, 2025 – The semiconductor industry is in the midst of a profound transformation, driven by an insatiable global demand for increasingly powerful, efficient, and reliable chips. This...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Supply Chain
A Congress Member Sold Up To $330K In UnitedHealth Group Stock: Here's What You Need To Know
↗
October 06, 2025
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Purdue’s AI and Imaging Breakthrough: A New Era for Flawless Semiconductor Chips
October 06, 2025
Purdue University is spearheading a transformative leap in semiconductor manufacturing, unveiling cutting-edge research that integrates advanced imaging techniques with sophisticated artificial...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
AI Fuels Semiconductor Supercycle: Entegris Emerges as a Critical Enabler Amidst Investment Frenzy
October 05, 2025
The global semiconductor industry is in the throes of an unprecedented investment surge, largely propelled by the insatiable demand for Artificial Intelligence (AI) and high-performance computing...
Via
TokenRing AI
Topics
Artificial Intelligence
Supply Chain
World Trade
The New Frontier: Advanced Packaging Technologies Revolutionize Semiconductors and Power the AI Era
October 04, 2025
In an era where the insatiable demand for computational power seems limitless, particularly with the explosive growth of Artificial Intelligence, the semiconductor industry is undergoing a profound...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Revolutionizing Chip Production: Lam Research’s VECTOR TEOS 3D Ushers in a New Era of Semiconductor Manufacturing
October 04, 2025
The landscape of semiconductor manufacturing is undergoing a profound transformation, driven by the relentless demand for more powerful and efficient chips to fuel the burgeoning fields of artificial...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
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