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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Fidelity National Information Services
(NY:
FIS
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41.65
-1.11 (-2.60%)
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Updated: 1:35 PM EDT, Aug 12, 2026
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LB270WF1-SLA1 LG Display 27.0inch 1920*1080 LCD panel
June 03, 2026
Via
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The Best Dividend ETF to Invest $1,000 in Right Now
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VYM vs. FDVV: Which U.S. Dividend ETF Is a Better Choice?
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June 03, 2026
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FIS to Present at Upcoming Conference
June 02, 2026
From
Fidelity National Information Services
Via
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Adding a Healthcare Stock to Your Portfolio? FHLC Offers Broad Coverage While PPH Leads in Returns.
↗
June 02, 2026
Expense ratios, asset size, and portfolio strategy set these two healthcare ETFs apart, yet their risk and dividend profiles tell a different story.
Via
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7 Music Video Tools on Real Tracks in 2026 – One Understood the Music
June 01, 2026
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FIS Q1 2026 Earnings Call Transcript
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June 01, 2026
FIS Q1 2026 Earnings Call Transcript
Via
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Earnings
How Much Does the Typical Gen Xer Have Saved for Retirement?
↗
May 31, 2026
Your age affects how much you have saved for retirement. See where you stand relative to the typical Gen Xer.
Via
The Motley Fool
Topics
Economy
Retirement
Here's How Much You Should Have Saved in Your 401(k) by 55
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May 30, 2026
There's no one-size-fits-all number, but these numbers can help you think about your goals.
Via
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This Fund Manager Has a Brilliant Strategy for Investing in AI Stocks
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May 29, 2026
Valuations in the sector have widely diverged.
Via
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The SpaceX IPO Could Be Bigger Than Amazon's. Here's How to Get Exposure Now.
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May 29, 2026
Alphabet is not a SpaceX proxy, but the size of its reported stake gives investors another reason to watch the stock.
Via
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Initial Public Offering
Fidelity's Quiet Crypto Expansion Is Louder Than You Think
May 29, 2026
May 29, 2026 -- Latest in Crypto
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U.S. Exceptionalism May Have Peaked, According to Fidelity. Here's One Global ETF Worth Looking At.
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May 28, 2026
American stocks aren't the only game in town.
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Bond ETFs: Fidelity Bond ETF Yields More iShares Offers Lower Fees
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May 28, 2026
Yield or stability? These two bond ETFs take different approaches to income, cost, and risk—yet delivered identical five-year total returns.
Via
The Motley Fool
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Consumer Sector ETFs: XLY Offers Deeper Liquidity, While FDIS Provides Broader Diversification
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May 28, 2026
Identical costs mask key differences in portfolio size, top holdings, and risk profiles for these two consumer sector ETFs.
Via
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The U.S. Government Just Invested in These 3 Quantum Computing Stocks. Should Retail Investors Follow Suit?
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May 27, 2026
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Rigetti's stock is risky, speculative, and deeply unprofitable, but its progress in quantum infrastructure could make it one of the market's most interesting long-term bets.
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Are Wall Street Analysts Bullish on EPAM Systems Stock?
May 27, 2026
EPAM Systems has notably underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.
Via
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Hyper3D Launches Rodin Gen-2.5, Bringing Sculpt-Level Detail and Production Control to AI 3D Generation
May 26, 2026
SAN FRANCISCO, CA - May 26, 2026 - PRESSADVANTAGE - Hyper3D, the 3D generative AI platform developed by Deemos, today announced the launch of Rodin Gen-2.5, the latest generation of...
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Tech Frontier: AI Hardware Grabs Efficiency Shift, RECPOINT Redefines the Edge of Mobile Productivity
May 26, 2026
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Federal Backing Triggered a Rally in IonQ Stock. A Short Squeeze Could Take It Even Higher.
May 26, 2026
Federal funding has brought quantum computing stocks back on Wall Street’s radar. The news already lifted IonQ shares, but a short squeeze could add even more fuel to the rally if bearish traders rush...
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Top 7 Comic Book Printing Services for Independent Creators 2026
May 26, 2026
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The U.S. Government Is Investing $2 Billion in the Quantum Computing Space, But Did It Miss the Best Stock to Buy?
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May 25, 2026
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Should an Aging America Make You Buy More Bonds or Fewer? Here Is What the Research Says.
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More retired people could be good (or bad) for bond investors.
Via
The Motley Fool
Topics
Bonds
Economy
Retirement
Millions Of Americans Are Tapping Their 401(k)s For Emergency Cash—But Experts Warn The Long-Term Damage Could Be Far Worse Than People Realize
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May 25, 2026
Fidelity and AARP warn early 401(k) withdrawals can trigger steep penalties and long-term retirement losses.
Via
Benzinga
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Better Health Care ETF: Fidelity's FHLC vs. State Street's XLV
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May 24, 2026
Expense ratios match, but portfolio breadth, yield, and stock concentration set these two healthcare ETFs apart for investors seeking sector exposure.
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Goodbye Veo Era, Hello Omni Flash: Bringing Reasoning Into Video Generation
May 23, 2026
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