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home
about us
Investment Approach
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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
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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
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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Intercontinental Exchange
(NY:
ICE
)
158.25
+0.97 (+0.62%)
Streaming Delayed Price
Updated: 3:59 PM EDT, Apr 1, 2026
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All News about Intercontinental Exchange
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NYSE Texas Reaches Milestone of 100 Dual Listings
December 01, 2025
From
Intercontinental Exchange
Via
Business Wire
1 Large-Cap Stock on Our Buy List and 2 We Ignore
December 01, 2025
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an...
Via
StockStory
Walmart Will Make Stock Market History on Dec. 9 -- and It Can Top This Feat in 2026
↗
December 01, 2025
The puzzle pieces are in place for the world's largest retailer by revenue to reach a milestone in 2026 that only a dozen public companies globally have achieved.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Economy
CME Group Outage Sparks Gold Rush: A Wake-Up Call for Global Financial Infrastructure
November 28, 2025
Global financial markets were thrown into disarray on November 27-28, 2025, as a critical technical outage at CME Group (NASDAQ: CME), the world's largest derivatives marketplace, temporarily froze...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
Global Futures Markets Reel from Multi-Hour CME Group Outage, Raising Stability Concerns
November 28, 2025
Global financial markets were plunged into disarray on November 28, 2025, as a multi-hour disruption at CME Group (NASDAQ: CME), the world's largest derivatives exchange, brought trading across a vast...
Via
MarketMinute
Topics
Bonds
Derivatives
Economy
CME Group Technical Outage Jolts Markets on Black Friday, Underscoring Fragility of Financial Infrastructure
November 28, 2025
Chicago, IL – A significant technical outage at the CME Group (NASDAQ: CME), the world's largest derivatives marketplace, sent ripples through global financial markets on Friday, November 28, 2025. The...
Via
MarketMinute
Topics
Derivatives
Regulatory Compliance
Stocks
CME Technical Outage Rocks US Stock Indexes, Prompts Calls for Enhanced Resilience
November 28, 2025
Chicago, IL – November 28, 2025 – A significant technical outage at the Chicago Mercantile Exchange (CME) Group, the world's largest derivatives marketplace, sent ripples through global financial...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
Economy
Why Robinhood Stock Is Soaring Today
↗
November 26, 2025
Robinhood wants to be the top dog in prediction markets.
Via
The Motley Fool
Topics
Economy
Stocks
The Eye of the Storm? StoneX Warns Stock Market Calm May Be Fleeting Amidst Heightened Volatility
November 26, 2025
As global financial markets appear to have found a degree of stability in late 2025, a prominent voice from the financial services sector, StoneX (NASDAQ: SNEX), is sounding a note of caution. The firm...
Via
MarketMinute
Topics
Bonds
Derivatives
Economy
Holiday Hues and Trading Blues: How Thanksgiving and Black Friday Reshape Financial Markets
November 25, 2025
As the U.S. prepares to feast and shop, the financial markets brace for a predictable yet impactful shift. With Thanksgiving Day (November 27, 2025) and Black Friday (November 28, 2025) on the horizon,...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
ICE First Look at Mortgage Performance: Increased Refinance Activity Drives Mortgage Prepayments to 3.5-Year High
November 25, 2025
From
Intercontinental Exchange
Via
Business Wire
Intercontinental Exchange Chair & CEO Jeffrey C. Sprecher to Present at the Goldman Sachs Financial Services Conference on December 9
November 24, 2025
From
Intercontinental Exchange
Via
Business Wire
Why Walmart Stock Popped Today
↗
November 20, 2025
The discount titan's reputation for value is resonating with cash-strapped consumers.
Via
The Motley Fool
Polymarket Bags Partnerships With PrizePicks, Yahoo Finance As Preparations For U.S. Return Gather Steam
↗
November 19, 2025
Via
Benzinga
Congressman Buys Shares Of Small AI Company You've Probably Never Heard Of
↗
November 19, 2025
A congressman bought shares in a small AI company. Here's why that could be a trade worth watching.
Via
Benzinga
Topics
Artificial Intelligence
Intercontinental Exchange President Benjamin Jackson and CFO Warren Gardiner to Present at the UBS Global Technology and AI Conference on December 2
November 18, 2025
From
Intercontinental Exchange
Via
Business Wire
ICE Launches Latest Phase of its VaR-Based Portfolio Margining Methodology ICE Risk Model 2
November 17, 2025
From
Intercontinental Exchange
Via
Business Wire
Here's How Much $100 Invested In Intercontinental Exchange 15 Years Ago Would Be Worth Today
↗
November 13, 2025
Via
Benzinga
Bright MLS to Integrate ICE’s Paragon Connect into Its Technology Ecosystem
November 13, 2025
From
Intercontinental Exchange
Via
Business Wire
New York's Move To Ban Sports Betting In Prediction Markets Like Kalshi Sends These Stocks Lower: What You Should Know
↗
November 13, 2025
Shares of sports-focused firms declined on Wednesday, November 12. after-hours session following a New York State bill seeking to ban sports-related prediction markets for residents.
Via
Benzinga
Trump Hosts Wall Street CEOs For Power Dinner: Jamie Dimon, Larry Fink, David Solomon On Guestlist
↗
November 12, 2025
President Donald Trump will host a private dinner at the White House Wednesday evening for a select group of major Wall Street executives
Via
Benzinga
Topics
Government
Goldman Sachs Sounds Caution: Brace for Slower Stock Market Growth in the Next Decade
November 12, 2025
New York, NY – November 12, 2025 – Investors accustomed to the robust, double-digit returns of the past decade are being urged to temper their expectations. Investment banking giant Goldman Sachs has...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Q3 Rundown: Intercontinental Exchange (NYSE:ICE) Vs Other Financial Exchanges & Data Stocks
November 11, 2025
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the financial exchanges & data industry, including Intercontinental Exchange...
Via
StockStory
Topics
Bonds
CFTC Paves Way for US Retail Traders to Access Leveraged Spot Crypto, Opening New Trading Avenues
November 10, 2025
Washington D.C., November 10, 2025 – A transformative shift is on the horizon for the U.S. cryptocurrency market, as the Commodity Futures Trading Commission (CFTC) is actively working to enable retail...
Via
BreakingCrypto
Topics
Derivatives
ETFs
Economy
ICE’s Global Natural Gas Markets at Record Liquidity
November 10, 2025
From
Intercontinental Exchange
Via
Business Wire
ICE Mortgage Monitor: Number of Highly Qualified Refinance Candidates Reaches 3.5-Year High Amid Easing Mortgage Rates
November 10, 2025
From
Intercontinental Exchange
Via
Business Wire
Government Shutdown Resolution Ignites Crypto Market Rally, XRP Leads the Charge
November 10, 2025
Washington D.C., November 9, 2025 – After a protracted standoff that paralyzed federal operations for over 40 days, the United States government shutdown officially reached a resolution today. News of...
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
2 S&P 500 Stocks to Keep an Eye On and 1 We Turn Down
November 09, 2025
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some...
Via
StockStory
Topics
Stocks
Google To Leverage Polymarket, Kalshi's Prediction Markets Data To Harness 'Wisdom Of The Crowds'
↗
November 06, 2025
Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) subsidiary Google said Thursday it will integrate prediction market data from Polymarket and Kalshi on its Google Finance platform.
Via
Benzinga
Wilson Asset Eliminates Stake In 805K AVTR Shares Valued At $10.8 Million
↗
November 06, 2025
Wilson Asset Eliminates Stake In 805K AVTR Shares Valued At $10.8 Million
Via
The Motley Fool
Topics
Supply Chain
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