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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
Client Information
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
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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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Adobe Systems
(NQ:
ADBE
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Updated: 4:00 PM EST, Jan 20, 2026
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All News about Adobe Systems
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Massive News: Adobe Just Beat Expectations -- and AI Is Finally Paying Off
↗
November 04, 2025
Analysts see up to 86% upside for Adobe -- discover why this tech giant's AI transition could trigger a powerful comeback.
Via
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Fed's Cook Cites Weakening Job Market as Key to Recent Rate Cuts, Signaling Economic Headwinds
November 03, 2025
Washington D.C. – Federal Reserve Governor Lisa Cook has emerged as a pivotal voice in the Federal Reserve's recent decision to implement two successive interest rate cuts in September and October...
Via
MarketMinute
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AI Gold Rush Fuels Global Stock Market Divergence: A Tale of Two Markets
November 03, 2025
As of November 2025, the global financial landscape is marked by a profound divergence in stock market performance, largely orchestrated by the accelerating influence of Artificial Intelligence (AI)...
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Hollywood’s AI Revolution: A Rare Look at the Future of Filmmaking
November 03, 2025
Hollywood, the global epicenter of entertainment, is undergoing a profound transformation as artificial intelligence rapidly integrates into its production processes. A recent 'rare look' reported by...
Via
TokenRing AI
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Intellectual Property
Figma Stock Has Plummeted 54%. Is Now a Buying Opportunity?
↗
November 02, 2025
Figma is a great design platform for many users. The question is whether or not this is buying time.
Via
The Motley Fool
Topics
Artificial Intelligence
AI’s Shifting Lens: Navigating the New Landscape of Photography Jobs
October 31, 2025
Artificial intelligence is rapidly transforming the photography industry, ushering in significant changes that demand adaptation from professionals. As of late 2025, AI's influence is no longer...
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
10 Information Technology Stocks Whale Activity In Today's Session
↗
October 30, 2025
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Benzinga
'People Should Study Things They're Interested In:' Airbnb CEO Brian Chesky Warns Students To Stop Fearing AI, Focus On Timeless Skills
↗
October 30, 2025
AI will change jobs but not replace them. Invest in timeless skills like problem-solving, leadership to thrive in the tech-driven workforce.
Via
Benzinga
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Artificial Intelligence
AI Gold Rush Ignites Tech Sector: Alphabet Soars, Nasdaq Hits New Highs
October 29, 2025
The U.S. stock market closed on a high note today, October 29, 2025, with the S&P 500 Technology Sector spearheading a powerful rally that propelled the Nasdaq Composite to unprecedented all-time...
Via
MarketMinute
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Economy
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YouTube Unleashes AI ‘Super Resolution’ to Sharpen Videos on Your TV
October 29, 2025
YouTube is set to transform the living room viewing experience with the introduction of its new AI-powered "Super Resolution" feature, designed to automatically sharpen and enhance lower-resolution...
Via
TokenRing AI
Topics
Artificial Intelligence
Wall Street Gives Adobe's AI Future A Thumbs-Up, But Investors Sell The Stock Anyway
↗
October 29, 2025
Adobe unveiled sweeping AI advancements and a new growth framework at its annual MAX conference, reinforcing its creative software moat.
Via
Benzinga
Topics
Artificial Intelligence
These S&P500 stocks are gapping in today's session
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October 29, 2025
Stay updated with the S&P500 gap up and gap down stocks on Wednesday. Get a glimpse of the market's movement during today's session.
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Chartmill
Adobe GenStudio Introduces New Scaled Content Production Capabilities, Enhanced Model Customization with Adobe Firefly Foundry and a Growing Ecosystem of Ad Delivery Partners
October 28, 2025
From
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Business Wire
What's Going On With Adobe Stock Today?
↗
October 28, 2025
Adobe shares are rising Tuesday. The company announced multiple product updates and new partnerships at its annual conference.
Via
Benzinga
Adobe and Google Cloud Expand Strategic Partnership to Advance the Future of Creative AI
October 28, 2025
From
Adobe
Via
Business Wire
Adobe Ramps Up Generative AI Offerings For Creators
↗
October 28, 2025
Adobe on Tuesday introduced a host of AI-powered innovations across its product lineup. Meanwhile, ADBE stock has been in a slump.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Adobe Delivers New AI Innovations, Assistants and Models Across Creative Cloud to Empower Creative Professionals
October 28, 2025
From
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Business Wire
Adobe and YouTube Partner to Empower Creators to Produce Amazing Content and Grow Their Audiences
October 28, 2025
From
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Via
Business Wire
Adobe Introduces New AI Assistant in Adobe Express that Unlocks Creativity for All with Conversational Creation and Editing
October 28, 2025
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Business Wire
Adobe Firefly Delivers Groundbreaking AI Audio, Video and Imaging Innovations and New Models in All-In-One Creative AI Studio
October 28, 2025
From
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Via
Business Wire
ADOBE INC (NASDAQ:ADBE) Stands as a Peter Lynch-Style GARP Investment
↗
October 28, 2025
Adobe (ADBE) fits Peter Lynch's GARP strategy with strong earnings growth, a low PEG ratio, and excellent profitability.
Via
Chartmill
Adobe Expands Creative Possibility with AI for Every Creator at Adobe MAX 2025
October 28, 2025
From
Adobe
Via
Business Wire
Market's Perilous Peak: Is the U.S. Stock Market More Overvalued Than Ever?
October 27, 2025
New York, NY – October 27, 2025 – A chorus of concern is growing louder across financial markets, with prominent voices like MarketWatch raising alarm bells over what they describe as an unprecedented...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Creative Renaissance: How AI is Redefining Human Artistic Expression
October 27, 2025
The landscape of creative industries is undergoing a profound transformation, driven by the burgeoning trend of human-AI collaboration. Far from merely serving as a tool to overcome creative blocks or...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
3 Beaten-Down Growth Stocks You Can Buy Now
↗
October 26, 2025
The stock market underappreciates these three stocks, which could present an opportunity for long-term investors.
Via
The Motley Fool
Gary Shilling Warns Gen Z: 'Young People Are Going To Have To Work A Lot Harder Than They Might Think To Succeed' In AI Era
↗
October 26, 2025
Economist Gary Shilling warns of AI's impact on jobs & wealth. Hustle, adaptability, & AI skills are key for success, experts say.
Via
Benzinga
Topics
Artificial Intelligence
Market Soars to New Highs as Inflation Cools and AI Boom Continues, But Energy Prices Stoke Caution
October 25, 2025
New York, NY – October 25, 2025 – The global stock market concluded the week ending October 25, 2025, with a powerful upward trajectory, pushing major indices to unprecedented record highs. This robust...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Lightricks Unveils LTX-2: The First Complete Open-Source AI Video Foundation Model, Revolutionizing Content Creation
October 23, 2025
Lightricks, a pioneer in creative AI, has announced the release of LTX-2, an groundbreaking open-source AI video foundation model that integrates synchronized audio and video generation. This...
Via
TokenRing AI
Topics
Artificial Intelligence
The Best Stocks to Invest $1,000 In Right Now
↗
October 23, 2025
These tech stocks have proven their businesses can survive through any economic conditions.
Via
The Motley Fool
Topics
Artificial Intelligence
Trading at Multi-Year Lows, Is Adobe's Stock a Bargain Buy Right Now?
↗
October 23, 2025
The tech stock hasn't been this cheap since 2023.
Via
The Motley Fool
Topics
Artificial Intelligence
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