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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
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Featured Quarterly Newsletter
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Dollar General
(NY:
DG
)
119.17
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Updated: 7:00 PM EDT, Jun 24, 2026
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The Trillion-Dollar Tally: US Retail Sales Preview Puts the "K-Shaped" Consumer to the Test
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As the sun rises on January 13, 2026, the financial world is bracing for one of the most consequential economic data points of the new year. Tomorrow morning, the U.S. Census Bureau is scheduled to...
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The Value Renaissance: Dollar General Surges as Thrift-Conscious Consumers Reshape the Retail Landscape
January 12, 2026
As of January 12, 2026, the retail sector is witnessing a dramatic divergence in performance, with value-oriented giants leading the charge. Dollar General (NYSE: DG) has emerged as a primary...
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January 05, 2026
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The Boulder Group Arranges Sale of Net Leased Ohio Dollar General
January 05, 2026
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Walmart Rival Dollar General Surges In Momentum Ahead Of Ex-Dividend Date
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January 05, 2026
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January 04, 2026
Lower fees helped VDC outperform RSPS by over 2% in the last year, but equal weighting offers better diversification.
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Wall Street’s Holiday Hangover: Upcoming Jobs Report Looms as First Major Test for 2026 Markets
January 02, 2026
As the confetti settles from New Year’s celebrations, investors are quickly pivoting from the "Santa Claus Rally" of 2025 to a sobering reality: the first major economic hurdle of the year. On Friday,...
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BofA Unveils Q1 2026 Top Stock Picks: High-Conviction Bets on AI Infrastructure and Health Care Valuations
January 02, 2026
As the opening bells of 2026 ring across Wall Street, Bank of America Securities has released its highly anticipated "Top 10 U.S. Stock Ideas for Q1 2026." The report, a cornerstone for institutional...
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The Holiday Mirage: Surprising Slump in Real Consumer Spending Shakes Retail Markets
January 02, 2026
As the calendar turns to January 2, 2026, the euphoria of a record-breaking $1 trillion holiday season has been replaced by a sobering reality. Recent economic reports, delayed by a late-2025...
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The Great Consumer Retrenchment: Surprising Spending Drop Clouds 2026 Economic Outlook
January 02, 2026
WASHINGTON D.C. — As the calendar flips to 2026, the American economic engine is showing signs of a significant and unexpected sputter. While top-line growth figures initially suggested a resilient...
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The Great Admission: Federal Reserve Signals Retreat from the Battle Against Inequality
January 02, 2026
As the calendar turns to 2026, the global financial community is grappling with a stark admission from the world’s most powerful central bank. In a series of year-end communications, most notably a...
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1 Profitable Stock to Target This Week and 2 Facing Headwinds
January 01, 2026
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my...
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The Rural Fortress: A Deep Dive into Dollar General’s 2026 Renaissance
January 01, 2026
Date: January 1, 2026 Introduction As we enter 2026, Dollar General Corporation (NYSE: DG) stands at a critical juncture in its eighty-year history. Once the undisputed "darling" of the retail sector,...
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The S&P 500 (INDEXSP:.INX) officially cemented a 17.3% annual gain, marking a historic third consecutive year of double-digit growth. For investors who braved a year defined by a mid-spring market...
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The Great Rebalancing: Why Wall Street is Swapping AI Growth for Consumer Staples in the Final Days of 2025
December 30, 2025
As the curtain falls on 2025, the exuberant "Agentic AI" rally that defined the first three quarters of the year is giving way to a calculated retreat into safety. In a dramatic year-end shift known...
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Carvana, Tapestry & Dollar Stores Emerge As Top Consumer Gainers In 2025, But Retail Trader Eyes Are Firmly On Riskier Bets
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December 30, 2025
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December 29, 2025
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Better Consumer Staples ETF: Vanguard's VDC vs. Invesco's RSPS
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December 28, 2025
Expense-conscious investors face a key choice between broader coverage and focused strategy in the consumer staples sector.
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Discover which S&P500 stocks are making waves on Friday.
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Stay informed about the performance of the S&P500 index one hour before the close of the markets on Friday. Uncover the top gainers and losers in today's session for valuable insights.
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