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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
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Canon's Earnings: A Preview
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April 23, 2021
Canon (NYSE:CAJ) will be releasing its next round of earnings this Monday, April 26. For all of the relevant information, here is your guide for Monday's Q1 earnings...
Via
Benzinga
Cardiovascular Ultrasound System Market Is Expected to Reach USD 2.26 Billion by 2028
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April 21, 2021
The Global Cardiovascular Ultrasound System Market is forecast to reach USD 2.26 Billion by 2027, according to a new report by Reports and Data.
Via
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Electronics (India) Market Worth Observing Growth: Bharat Electronics, General Electric, Nikon, Karma Communications
↗
April 19, 2021
Edison, NJ -- (SBWIRE) -- 04/19/2021 -- Latest added Global Electronics (India) Market research study by HTF MI offers detailed product outlook and elaborates market review till 2026. The market Study...
Via
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Topics
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Photolithography Equipment Market Applications, Technology, Types, Recent Trends, Future Growth Analysis, Industry Analysis and Forecasts 2028
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April 19, 2021
The study methodologies used to examine the Photolithography Equipment market for the forecast period, 2020 - 2028 further classifies the industry by type, geography, end-use and end-user to add more...
Via
SBWire
John Weber Joins the Waitt Institute as Marine Spatial Planning Director
April 16, 2021
Policy expert joins the Institute team, bringing experience in management and planning for sustainable use of marine resources.
Via
EIN Presswire
Topics
Economy
Medical Imaging Lens Market (Covid-19 Updated) Business Growth Statistics and Key Players Insights 2021-2027
↗
April 14, 2021
Albany, NY -- (SBWIRE) -- 04/14/2021 -- Medical Imaging Lens Market: Introduction
Via
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Impact of Covid-19 Outbreak on Consumer Electronics Market
↗
April 13, 2021
Consumer electronics market is driven by decreasing prices of consumer electronic devices, Asia Pacific is the fastest growing consumer electronics market, consumer electronics market grows with...
Via
SBWire
Power My Analytics Acquires eComIQ to Expand Big Data Automation Capabilities for Enterprise Customers
April 13, 2021
Power My Analytics, a reporting automation SaaS specializing in data connectors for Google Data Studio, Google Sheets, Microsoft Excel, and Google Analytics, has acquired eComIQ, a Google Marketing...
Via
Newswire.com
Mixed Reality Market:Pin Point Analysis of Changing Competition Dynamics 2024
↗
April 12, 2021
Global mixed reality market is anticipated to be worth US$1.2 bn by 2024, the market for Mixed Reality is anticipated to progress at a whopping CAGR of 39.1% between the forecast period of 2016 and...
Via
SBWire
Ultrasound Devices Market Is Expected to Surpass US$ 12.5 Bn Mark by 2031
↗
April 12, 2021
Ultrasound Devices Market was valued at US$ 6.2 Bn in 2020 and is projected to expand at a CAGR of 6% from 2021 to 2031, increase in incidence of chronic disorders and trauma cases, and surge in the...
Via
SBWire
Topics
Death
Healthcare Education Solutions Market Is Booming Worldwide with GE Healthcare, Siemens Healthineers, Koninklijke Philips
↗
April 12, 2021
Healthcare Education Solutions Comprehensive Study by Application (Cardiology, Internal Medicine, Radiology, Neurology, Pediatrics), Delivery Mode (Classroom-based, E-Learning), End User (Physicians,...
Via
SBWire
Topics
Supply Chain
Molecular Imaging Market Size Worth USD 10.71 Billion by 2027, Growing Geriatric Population is One of the Significant Factors Influencing the Industry Growth, says Emergen Research
April 12, 2021
Vancouver, British Columbia--(Newsfile Corp. - April 12, 2021) - The global molecular imaging market is projected to be worth USD...
Via
Newsfile
Interview With Landscape Photographer Artem Shestakov
April 11, 2021
We were fortunate enough to talk to Artem personally and ask him a few questions. What inspired you to take up landscape photography? “I was inspired by
Via
EIN Presswire
Specialty Printing Consumables Market Growth, Statistics, Revenue and Industry Analysis, Research Report by 2027
↗
April 09, 2021
The report studies the historical data and offers crucial forecast estimations to assist the readers, investors, stakeholders, and businesses to formulate strategic investment plans
Via
SBWire
Angio Suites Market Is Driven by Rising Prevalence of Cardiovascular Diseases
↗
April 09, 2021
Angio Suites Market is driven by rising prevalence of cardiovascular diseases, increasing government focus on offering funding for the development of innovative medical devices and strong presence of...
Via
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Mixed Reality in Gaming Market 2021 : Foreseen to Prosper High Growth Industry Innovations Forecasting by 2024
↗
April 06, 2021
Albany, NY -- (SBWIRE) -- 04/06/2021 -- The global mixed reality in gaming market is prophesied to display monumental growth in the upcoming years, thanks to the incessant expansion of the gaming...
Via
SBWire
TGTE Parliament Urges Catholic Church to Canonize the Heroic Bishop Rayappu Joseph as a Saint-Calls Him Voice of Justice
April 06, 2021
Bishop Rayappu lived a courageous & noble life dedicated to the pursuit of truth and justice no matter the risk- He publicly & unabashedly spoke truth to power
Via
EIN Presswire
Anti-Counterfeit Printing Ink Market: Covid-19 Impact, Revenue, Growth and Global Industry Trends
↗
April 06, 2021
The Anti-Counterfeit Printing Ink Market in Asia Pacific and Latin America is likely to witness substantial growth during the forecast period. Manufacture of inks for packaging offers promising...
Via
SBWire
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