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home
about us
Investment Approach
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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
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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
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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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Bank of America
(NY:
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49.38
+0.11 (+0.22%)
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Updated: 7:00 PM EDT, Apr 2, 2026
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Hiring Hits the Brakes: February Jobs Report Shows Sharp Cooldown as Market Eyes Fed Pivot
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Warren Buffett Recommends This 1 Investment to All Investors. Here's How It Could Help Build a Million-Dollar Portfolio.
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The Great Pivot: How Charles Schwab Reclaimed Its Throne in the 2026 Financial Landscape
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MRVL Surges 12% Pre-Market: Wall Street Upgrades Stock As AI And Cloud Chips Demand Shines
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March 06, 2026
Cody Acree at Benchmark upgraded Marvell shares to ‘Buy’ from ‘Hold’ and assigned a $130 price target.
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Warren Buffett's $187 Billion Warning Shows the Time to Be Fearful When Others Are Greedy Has Arrived
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March 06, 2026
The Oracle of Omaha was a persistent net seller of stocks for more than three years leading up to his retirement.
Via
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Here's Why I'm Not Too Worried About Berkshire's Operating Earnings Setback
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March 05, 2026
The reported numbers require some important comparative context.
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The Great Diversification: Chinese Banks Accelerate Exit from U.S. Treasuries, Sending Yields on a Volatile Path
March 05, 2026
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Small-Cap Shudder: Russell 2000’s 1.9% Slide Signals Cracks in Economic Resilience
March 05, 2026
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BofA Research Says: 2026 Marks "New World Order" for International Stocks
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March 05, 2026
So far in 2026, U.S. stocks are getting strongly outperformed by the rest of the world.
Via
The Motley Fool
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The Silver Crash of 2026: Why the 'Poor Man's Gold' is Plunging Today
March 05, 2026
The meteoric rise of silver (XAG/USD) has hit a formidable wall today, March 5, 2026, as the precious metal saw its steepest single-day decline in over two years. After a historic 2025 that saw prices...
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US Crypto Bill Stalls as Banks Reject White House Compromise on March 5, 2026
March 05, 2026
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The Media Event of the Decade: Paramount Skydance Announces $110 Billion Acquisition of Warner Bros. Discovery
March 05, 2026
In a move that has sent shockwaves through the global entertainment landscape, the newly formed Paramount Skydance Corporation (NASDAQ: PSKY) announced on February 27, 2026, a definitive agreement to...
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Alphabet’s $20 Billion AI War Chest: A $100 Billion Bet on the Future of Tech
March 05, 2026
The global credit markets have delivered a resounding vote of confidence in the future of artificial intelligence, as Alphabet Inc. (NASDAQ: GOOGL) successfully raised $20 billion through a massive...
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Robinhood's $695 Platinum Card Targets American Express's Most Profitable Franchise, BofA Warns
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March 05, 2026
Bank of America analyst Mihir Bhatia calls Robinhood's new $695 Platinum Card an incremental negative for American Express but maintains a Buy rating, citing Amex's scale, brand, and execution.
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Investor Survey: AI Bubble Is More Likely Than AI Obsolescence
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March 05, 2026
Institutional credit investors are more worried about an AI bubble than about AI destroying other companies.
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Lumen Technologies (LUMN) Research: Navigating the AI Infrastructure Pivot Amidst Market Volatility
March 05, 2026
On March 5, 2026, Lumen Technologies, Inc. (NYSE: LUMN) finds itself at a pivotal crossroads. Once dismissed as a "zombie" legacy telecommunications firm burdened by a mountain of debt and a decaying...
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Gold’s New Frontier: JPMorgan and Bank of America Diverge on Mining Giants Amid Valuation Surge
March 05, 2026
As the first quarter of 2026 unfolds, the gold mining sector has transformed from a traditional defensive harbor into a high-octane engine for portfolio growth. With spot gold prices surging toward the...
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Eric Trump Blasts JPMorgan, Bank of America, Wells Fargo Over Push To Restrict Stablecoin Rewards To Protect ‘Low Rate Monopoly’
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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
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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
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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
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The Great 2026 Defensive Rotation: Why Markets are Pivoting to Energy and Defense
March 04, 2026
As the smoke clears—literally and figuratively—from the dramatic military escalations in the Persian Gulf this week, the global financial landscape is undergoing its most violent structural shift in...
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Want to Invest in AI? Consider These 3 Bank Stocks.
March 04, 2026
Morgan Stanley says these banks will be net beneficiaries of AI.
Via
Barchart.com
Topics
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LQD Offers Broader Bonds and Higher Yield Than TLT
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March 04, 2026
Explore how LQD’s broader bond mix and TLT’s Treasury focus shape risk, yield, and diversification for fixed income portfolios.
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Ford Shares Rise As Analyst Sees Over 30% Upside To Stock Amid EV Pullback Strategy
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March 04, 2026
Ford is positioned to capitalize on the significant shift in the regulatory backdrop under the current administration, which should enable it to shift focus to its most margin-accretive trucks and...
Via
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BofA Revalues Tesla On Future Robotaxi Profits. Cybercabs Spotted At Factory.
↗
March 04, 2026
Tesla stock was upgraded at Bank of America, which says it will "become a leader in robotaxi services." Shares rose on the news.
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Investor's Business Daily
SoFi CEO Anthony Noto Signals Massive 'Vote of Confidence' with $1 Million Insider Buy Amid Stock Slide
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Silver Market on Edge: COMEX Faces Unprecedented Delivery Stress in March Cycle
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Topics
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