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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
Featured Articles
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Morgan Stanley
(NY:
MS
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179.00
-4.05 (-2.21%)
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Updated: 7:00 PM EST, Jan 23, 2026
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The Fortress of Wall Street: A Comprehensive Research Deep-Dive into JPMorgan Chase & Co. (NYSE: JPM)
January 13, 2026
As of January 13, 2026, JPMorgan Chase & Co. (NYSE: JPM) stands not just as a survivor of the various economic upheavals of the 21st century, but as the undisputed titan of the global financial...
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Morgan Stanley Capital Partners Makes Majority Investment in Olsson, Inc.
January 13, 2026
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January 13, 2026
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January 13, 2026
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Why Akamai Stock Crushed it on Monday
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There was a significant shift in one market professional's evaluation of the company.
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Wall Street Braces for Impact: Big Banks Set to Kick Off Q4 Earnings Season Amid Shifting Rate Landscape
January 12, 2026
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These Two Top Banks Chart Bullish Patterns Ahead Of Q4 Launch
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JPMorgan Chase, Bank of New York Mellon trade tightly ahead of a busy week of quarterly bank earnings reports.
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SolarEdge (SEDG) Shares Skyrocket, What You Need To Know
January 12, 2026
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Solana’s Institutional Awakening: How Coinbase’s Regulated Futures Transformed SOL into a Global Asset Class
January 12, 2026
The landscape of institutional digital asset investment shifted permanently throughout 2025, and as of January 12, 2026, the ripple effects of Coinbase Global, Inc. (NASDAQ: COIN) expanding into Solana...
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Akamai Technologies (AKAM) Shares Skyrocket, What You Need To Know
January 12, 2026
Shares of cloud technology company Akamai Technologies (NASDAQ:AKAM) jumped 5.6% in the afternoon session after Morgan Stanley upgraded the company's stock from 'Underweight' to 'Overweight' and raised...
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The Sound of Growth: Why Analysts Are Betting Big on Warner Music Group for 2026
January 12, 2026
As the financial markets open for the second week of 2026, a clear narrative is emerging in the media and entertainment sector: the "laggards" of yesterday are becoming the high-conviction picks of...
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Observability Outlook 2026: Goldman and Morgan Stanley Clash Over Datadog’s Future
January 12, 2026
The enterprise software sector witnessed a rare and dramatic divergence in analyst sentiment today as two of Wall Street’s most influential firms took diametrically opposed stances on Datadog, Inc....
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Constitutional Crossroads: Fed Independence Crisis Triggers Historic Surge in Commodity Markets
January 12, 2026
The bedrock of global financial stability was shaken to its core on Monday, January 12, 2026, as a full-blown constitutional crisis between the White House and the Federal Reserve sent shockwaves...
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Option Volatility And Earnings Report For January 12 - 16
January 12, 2026
Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley,...
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January 11, 2026
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor...
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Earnings Kickoff, CPI and Other Can't Miss Items this Week
January 11, 2026
Markets enter a massive week marking the unofficial start of Q4 earnings season with major financial institutions including JPMorgan, Bank of America, and Goldman Sachs reporting results.
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Where Will Bitcoin Be in 3 Years?
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January 11, 2026
Bitcoin has a lot going for it, but the near term could be bumpy.
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3 Top Artificial Intelligence Stocks to Buy in January
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January 10, 2026
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Cleveland-Cliffs Shares Surge as Strategic Pivot to High-Value Steel and Global Partnerships Ignite Investor Confidence
January 09, 2026
CLEVELAND, OH – Shares of Cleveland-Cliffs (NYSE:CLF) surged more than 4% on January 9, 2026, as investors reacted to a confluence of bullish catalysts, including a major analyst upgrade and the...
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January 09, 2026
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Crude Oil Settles Sharply Higher as Iranian Protests Escalate
January 09, 2026
February WTI crude oil (CLG26 ) on Friday closed up +1.36 (+2.35%), and February RBOB gasoline (RBG26 ) closed up +0.0203 (+1.15%). Crude oil and gasoline prices rallied on Friday, posting 1-month...
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The AI Infrastructure Supercycle: Lam Research Leads a Historic Surge in Semiconductor Equipment
January 09, 2026
The first week of 2026 has marked a definitive turning point for the semiconductor industry, as a massive rally in equipment manufacturers signals the arrival of the "AI Infrastructure Supercycle." At...
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Crude Rallies as Iranian Protests Escalate
January 09, 2026
February WTI crude oil (CLG26 ) today is up +1.79 (+3.10%), and February RBOB gasoline (RBG26 ) is up +0.0352 (+2.00%). Crude oil and gasoline prices are up sharply today, posting 1-month highs. Rising...
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Wall Street Braces for Impact: JPMorgan Chase Sets the Tone for 2026 Earnings Season Amid Shifting Rate Landscapes
January 09, 2026
As the first major financial institution to report, JPMorgan Chase & Co. (NYSE: JPM) is set to release its fourth-quarter and full-year 2025 earnings on Tuesday, January 13, 2026. This announcement...
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Why Carvana (CVNA) Stock Is Trading Up Today
January 09, 2026
Shares of online used car dealer Carvana (NYSE: CVNA) jumped 4.8% in the morning session after Bank of America identified the company as a key beneficiary of expected growth in 2026 tax refunds, with...
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Why SolarEdge (SEDG) Stock Is Trading Up Today
January 09, 2026
Shares of solar power systems company SolarEdge (NASDAQ:SEDG) jumped 5.8% in the morning session after TD Cowen upgraded the stock to Buy from Hold. The firm also increased its price target on the...
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Why Sphere Entertainment (SPHR) Stock Is Trading Up Today
January 09, 2026
Shares of content production and distribution company Sphere Entertainment (NYSE:SPHR) jumped 4.3% in the morning session after Seaport Global upgraded the company's stock to 'Buy' from 'Neutral' and...
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The Renaissance of the Gold Standard: A Deep Dive into Goldman Sachs (GS) Ahead of 2026 Earnings
January 09, 2026
Today’s Date: January 9, 2026 Introduction As the financial world pivots toward a pivotal 2026, all eyes are once again fixed on 200 West Street. The Goldman Sachs Group, Inc. (NYSE: GS) is set to...
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