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home
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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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RSVP-Signup Form
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JPMorgan Chase & Co
(NY:
JPM
)
329.05
-6.07 (-1.81%)
Official Closing Price
Updated: 7:00 PM EDT, Jun 26, 2026
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Jamie Dimon Pitches SpaceX IPO To 2,500 Wealthy JPMorgan Clients Thursday
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June 04, 2026
Jamie Dimon will personally pitch the SpaceX IPO to 2,500 wealthy JPMorgan clients Thursday, while Robinhood traders face lottery odds for the same shares.
Via
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June 04, 2026
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This dominant financial services entity has proven to be a winning investment thanks to durable fundamental gains.
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FNCL Covers U.S. Financials at a Fraction of What IYF Charges. Is the Difference Worth It?
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Fed Chair Kevin Warsh Wants to End the Era of Easy Money. These Stocks Could Thrive in the New Market Reality.
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Warsh's policies could hurt some stocks, but not these three.
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3 Unstoppable Vanguard ETFs to Buy in June
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One of these ETFs has averaged annual gains topping 33% over the past three years.
Via
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Wall Street's Biggest Bank To Reportedly Make Rare Retail Push For SpaceX's Historic $75 Billion IPO
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The Growth ETF Quietly Outperforming the Vanguard 500 S&P ETF Over the Last Decade
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The Invesco QQQ Trust continues to outperform better-known S&P 500 ETFs.
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The Motley Fool
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Why IonQ Stock Skyrocketed 59.7% in May
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Bank Stress Tests Are Coming in Late June. These Big Banks Could Reward Shareholders Next.
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Delta Air Lines vs. United Airlines: Which Industrials Stock Is a Better Buy in 2026?
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Delta’s premium partnerships and United’s global reach set the stage for a high-stakes faceoff in profit growth, margins, and risk management.
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Alkami Technology Touts $500M ARR, AI Upside and Bank Demand at Fintech Event
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Sky Harbour (SKYH) Q1 2026 Earnings Transcript
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ODIN Partners With TorFX to Help Australian Expats Eliminate Up to $7,500 in Hidden Bank Fees on Property Transfers
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June 01, 2026
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June 01, 2026
This token could become the backbone of blockchain-based apps.
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