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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
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Fidelity National Information Services
(NY:
FIS
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46.89
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Updated: 7:00 PM EDT, Mar 27, 2026
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Reliability by Design or Active Management: IGIB vs. FIGB
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February 09, 2026
The iShares 5–10 Year Investment Grade Corporate Bond ETF and the Fidelity Investment Grade Bond ETF both target high-quality corporate bonds, but they rely on very different approaches to deliver...
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FIS to Report Fourth Quarter Earnings on February 24, 2026
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Bullish (BLSH) Ignites the Institutional Crypto Market as Revenue Surges 70% on Derivatives Dominance
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The Robinhood Renaissance: A Deep Dive into HOOD’s 2026 Transformation
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1 Insurance Stock with Competitive Advantages and 2 Facing Headwinds
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Consumer Staples Showdown: Is FSTA or RSPS the Better Buy Right Now?
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February 08, 2026
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Is Rigetti Stock (RGTI) a Buy Now?
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FIGB Offers Higher Yield Than IEI With Broader Bond Mix but Lower 1-Year Return
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FBTC vs. GDLC: One of these Crypto ETFs Offers Cheaper Bitcoin Access
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Could Investing $5,000 in IonQ Stock Make You a Millionaire?
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Bitcoin to $0? This Cypherpunk Has A Standing Bid to Buy It All At 2 Cents
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FBTC vs. NCIQ: The Big Bitcoin ETFs That Share Many Similarities
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HitPaw API is Integrated by Comfy for Professional AI Image and Video Enhancement to Global Creators
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Where Will Rigetti Computing Be in 3 Years?
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February 07, 2026
Rigetti Computing investors have received some bad news in the past few weeks.
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Ethereum’s Drop Below $2,000 Leaves BitMine Facing Nearly $8 Billion In Paper Losses
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The Magic Kingdom Meets the Machine: Disney’s $1 Billion OpenAI Investment Reimagines the Future of Hollywood
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Roivant Sciences (ROIV): Anatomy of a 15% Surge and the Future of the ‘Vant’ Model
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Best Stocks To Buy In The Selloff: Buy HOOD Down 50% Before Earnings?
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February 05, 2026
HOOD transformed from an upstart stock-trading app that became famous in the early months of Covid into an S&P 500 giant and a direct competitor to Fidelity and other online brokerages.
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GPTHumanizer AI debuts enhanced humanization model with free access tier
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The New Sound of Resilience: ElevenLabs and the Ethical Revolution in ALS Voice Preservation
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The Muse in the Machine: How Microsoft’s Interactive AI is Rewriting the Rules of Game Design
February 05, 2026
REDMOND, WA — February 5, 2026 — One year after its initial unveiling, Microsoft’s breakthrough World and Human Action Model (WHAM), codenamed "Muse," is fundamentally altering the landscape of...
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Google Launches Veo 3.1: 4K Video and Native Dialogue Redefine the Creator Economy
February 05, 2026
In a move that solidifies its dominance in the generative media landscape, Google has officially launched Veo 3.1, the latest iteration of its flagship video generation model. The update, which arrived...
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Wall Street’s Final Frontier: CME Group to Launch 24/7 Futures for Cardano, Chainlink, and Polkadot
February 05, 2026
In a move that signals the complete integration of digital assets into the global financial architecture, CME Group (NASDAQ: CME) has announced the expansion of its cryptocurrency derivatives suite to...
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Bullish (BLSH) Q4 2025 Earnings Call Transcript
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February 05, 2026
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The Angstrom Revolution: ASML Begins High-Volume Shipments of $350M High-NA EUV Machines to Intel and Samsung
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As of February 2026, the global semiconductor industry has officially crossed the threshold into the "Angstrom Era," a pivotal transition marked by the first high-volume shipments of ASML Holding N.V....
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You Can Tap an IRA Penalty-Free to Buy a Home. Here's Why You Shouldn't.
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February 05, 2026
Just because you're allowed to do it doesn't make it a good idea.
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