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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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JPMorgan Chase & Co
(NY:
JPM
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282.89
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Updated: 7:00 PM EDT, Mar 12, 2026
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All News about JPMorgan Chase & Co
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Eric Trump Blasts JPMorgan, Bank of America, Wells Fargo Over Push To Restrict Stablecoin Rewards To Protect ‘Low Rate Monopoly’
↗
March 05, 2026
Eric Trump said the big U.S. banks like JPMorgan Chase and Bank of America were acting “anti-retail, anti-consumer and straight-up anti-American” in their efforts to ban stablecoin rewards.
Via
Stocktwits
Topics
Economy
Government
Eric Trump Says JPMorgan, Wells Fargo And Bank of America Trying To Block Americans From Getting Higher Yields On Savings By Sabotaging Clarity Act
↗
March 04, 2026
Eric Trump, co-founder of the World Liberty Financial platform, stepped up his attack on U.S. banking giants on Wednesday, March 4, accusing them of "desperately targeting" the cryptocurrency...
Via
Benzinga
Topics
Government
Robinhood Stock Rises: Fintech Pushes Beyond Crypto With $695 Platinum Card For High-End Spenders
↗
March 04, 2026
Robinhood’s stock has been battered by weakness in cryptocurrencies, and the firm is expanding into other operations, such as credit cards, to attract new customers.
Via
Stocktwits
Topics
Credit Cards
NEXTBank Crypto Card: Spend Digital Assets Anywhere, Anytime
March 04, 2026
Via
Press Release Distribution Service
Topics
Economy
JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
March 04, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
Will Spiking Oil Prices Hurt the Stock Market?
↗
March 04, 2026
Crude prices have spiked since the Middle East Conflict started.
Via
The Motley Fool
Topics
Economy
Resilience Amid Uncertainty: U.S. Private Sector Hiring Gains Momentum Ahead of Crucial March Payroll Report
March 04, 2026
As of today, March 4, 2026, the U.S. labor market is flashing a surprising signal of strength in the face of persistent economic headwinds. Fresh data released this morning by Automatic Data...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Immigration
LQD Offers Broader Bond Exposure Than SCHQ
↗
March 04, 2026
LQD’s vast corporate bond reach and liquidity set it apart from SCHQ’s Treasury focus, shaping distinct risk and diversification profiles.
Via
The Motley Fool
Topics
Bonds
ETFs
2 Top Defensive ETFs That Prioritize Stability Over Excitement
↗
March 04, 2026
If you're worried about downside risk right now, here are two smart choices.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
World Trade
The Warsh Shock: Trump’s Federal Reserve Pivot Sends Ripples Through Wall Street
March 04, 2026
WASHINGTON, D.C. — As of March 4, 2026, the global financial landscape is bracing for one of the most significant architectural shifts in the history of American central banking. With Jerome Powell’s...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
U.S. Services Sector Surges to Post-2022 Highs, Complicating Federal Reserve’s Inflation Fight
March 04, 2026
The U.S. services sector, the primary engine of the domestic economy, has roared back to life with unexpected vigor, hitting its fastest growth rate since the summer of 2022. According to the latest...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
LQD Offers Broader Bonds and Higher Yield Than TLT
↗
March 04, 2026
Explore how LQD’s broader bond mix and TLT’s Treasury focus shape risk, yield, and diversification for fixed income portfolios.
Via
The Motley Fool
Topics
Bonds
Derivatives
ETFs
Broadcom Stock Lags As Profits Soar: Why Analysts Say 'Custom Chip King' Is A Steal Before Tonight's Earnings
↗
March 04, 2026
Don't let the 8% dip fool you. JPMorgan and other analysts are hiking targets for Broadcom, citing its $21 billion outlook.
Via
Benzinga
Jamie Dimon Dared Crypto Firms To 'Be A Bank'— And Kraken Makes A Big Step Towards Being One
↗
March 04, 2026
JPMorgan Chase & Co.
Via
Benzinga
The Return of the Titans: M&A Volume Set to Surge 20% in 2026 Amidst "Animal Spirits"
March 04, 2026
As of March 4, 2026, the global financial landscape is witnessing a seismic shift in corporate strategy. After years of cautious maneuvering and high interest rates, the "animal spirits" of the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
SoFi CEO Anthony Noto Signals Massive 'Vote of Confidence' with $1 Million Insider Buy Amid Stock Slide
March 04, 2026
In a bold move that has sent ripples through the fintech sector, Anthony Noto, the CEO of SoFi Technologies (NASDAQ: SOFI), has doubled down on his firm’s future with a $1.1 million open-market...
Via
MarketMinute
Topics
Credit Cards
Platinum Plummets 9.5% as Iranian Conflict Ignites Global Commodity Rout
March 04, 2026
The global commodities market faced a "Bloody Tuesday" and a tumultuous Wednesday as platinum prices plummeted 9.5%, falling to $2,088 per ounce on March 3-4, 2026. This sharp decline was part of a...
Via
MarketMinute
Topics
Earnings
Economy
Silver Market on Edge: COMEX Faces Unprecedented Delivery Stress in March Cycle
March 04, 2026
CHICAGO — The silver market has entered a period of extreme volatility as the March 2026 COMEX delivery season begins, fueled by a precarious imbalance between physical supply and paper demand. As of...
Via
MarketMinute
Topics
ETFs
The Regional Bank Survival Guide: Why KRE Is the Ultimate "Fear Gauge" Right Now
↗
March 04, 2026
Regional banks are an interesting subcategory of the finance industry, but investors need to tread carefully.
Via
The Motley Fool
Topics
ETFs
JP Morgan Warns Hormuz Blockade Could Cripple Iraq And Kuwait's Oil Flows In Under Two Weeks
↗
March 04, 2026
J.P. Morgan has warned that the ongoing closure of the Strait of Hormuz could significantly reduce crude oil supplies from Iraq and Kuwait within days.
Via
Benzinga
Stock Market Turbulence: How to Invest Wisely and Safely Right Now
↗
March 04, 2026
It's important to take three key steps when investing.
Via
The Motley Fool
Topics
Artificial Intelligence
White House Rejects Jamie Dimon Call For Bank-Level Rules In CLARITY Act – Crypto Advisor Calls It ‘Deceit’
↗
March 04, 2026
White House Crypto Council Executive Director Patrick Witt said stablecoin issuers don’t need to face bank-level regulation since they don’t lend out deposits.
Via
Stocktwits
Topics
Government
Stock Market Today, March 3: Netflix Rises After JPMorgan Upgrade Powers Five-Day Rally
↗
March 03, 2026
Upgrade-fueled momentum and a scrapped mega-deal put the streamer's next growth phase in focus today, March 3, 2026.
Via
The Motley Fool
Topics
Stocks
The Great Diversification: Beijing’s 'Window Guidance' Triggers Global Treasury Tremors
March 03, 2026
In early February 2026, a significant shift in the global financial landscape took place as reports surfaced that China’s largest state-owned banks were aggressively paring back their holdings of U.S....
Via
MarketMinute
Topics
Bonds
Economy
World Trade
Treasury Yields Breach 4% Floor as Triple Threat of Tech Slump, Geopolitical Tensions, and Trade Turmoil Sparks Flight to Safety
March 03, 2026
NEW YORK — In a dramatic shift for global markets, the yield on the benchmark 10-year U.S. Treasury note fell below the psychologically significant 4% mark on Tuesday, reaching its lowest level since...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Gold Shatters $5,100 Ceiling as "Section 122" Tariffs and Middle East Escalation Ignite Global Safe-Haven Frenzy
March 03, 2026
March 3, 2026 — The global financial landscape has been fundamentally reordered this week as gold prices surged past the historic $5,100 per ounce threshold, eventually gapping as high as $5,419 in...
Via
MarketMinute
Topics
ETFs
Economy
Energy
Alphabet’s $20 Billion AI ‘War Chest’: Historic Bond Demand Signals New Era for Big Tech Finance
March 03, 2026
MOUNTAIN VIEW, Calif. — In a definitive display of financial strength that has reverberated through global credit markets, Alphabet Inc. (NASDAQ:GOOGL) successfully closed a massive $20 billion bond...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Cigna Group Announces New CEO; Wall Street Admits Surprise But Remains Bullish
↗
March 03, 2026
Cigna announced earlier on Tuesday that David M. Cordani will retire as CEO effective July 1, 2026, to be succeeded by Brian Evanko.
Via
Stocktwits
Topics
Retirement
Nvidia Bets Big On Two Photonics Stocks — Wall Street Backs These With ‘Buy’ Ratings
↗
March 03, 2026
Nvidia Corp. on Monday announced a combined investment of $4 billion in Coherent Corp. and Lumentum Holdings, companies that operate in the optical and photonic technology space.
Via
Stocktwits
InvestorNewsBreaks – Select Water Solutions, Inc. (NYSE: WTTR) Prices 13.7M Share Public Offering at $12.75 per Share
March 03, 2026
Via
Investor Brand Network
Topics
Regulatory Compliance
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