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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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Morgan Stanley
(NY:
MS
)
221.04
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Updated: 7:00 PM EDT, Jun 25, 2026
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Why e.l.f. Beauty Stock Is Falling On Monday
↗
May 11, 2026
ELF stock drops 8% following a Morgan Stanley downgrade. Analysts weigh in on price targets and short interest before the Q4 earnings report on May 20.
Via
Benzinga
Stock Market Today, May 11: Chipmakers Drive Midday Gains Despite Oil Concerns
↗
May 11, 2026
Today, May 11, 2026, AI chip leaders helped steady major U.S. indexes at midday as the Strait of Hormuz remains largely closed.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
This Fast-Growing Payments Stock Just Moved to Nasdaq. Is Wise Coming for U.S. Banks?
↗
May 11, 2026
The U.K.-founded fintech is leaning more heavily into its biggest market opportunity -- and pursuing a more direct path into U.S. payment rails.
Via
The Motley Fool
Topics
Economy
Morgan Stanley Sustainable Signals: Companies Continue Executing Sustainability Strategies But Progress Has Slowed, According to New Survey
May 11, 2026
From
Morgan Stanley
Via
Business Wire
Franklin Resources Stock: Analyst Estimates & Ratings
May 11, 2026
Franklin Resources has outperformed the broader market over the past year, but analysts remain cautious on the stock’s outlook.
Via
Barchart.com
Topics
ETFs
Transocean’s Q1 Earnings Call: Our Top 5 Analyst Questions
May 11, 2026
Transocean’s first quarter results were shaped by robust operational performance and margin expansion, but the company’s adjusted EPS fell significantly belo...
Via
StockStory
Topics
Earnings
Truffle Hound Capital Closes Out Its Entire Private Credit Sleeve
↗
May 10, 2026
Morgan Stanley Direct Lending Fund specializes in senior secured loans for middle-market firms, targeting the private credit market.
Via
The Motley Fool
Topics
Regulatory Compliance
Nvidia Stock Investors Just Got Great News From Wall Street Experts (Hint: It Could Be a $20 Trillion Company)
↗
May 10, 2026
Nvidia is currently a $5 trillion company, but certain analysts see triple-digit upside in the coming years.
Via
The Motley Fool
Topics
Artificial Intelligence
Down 23%, Is It Finally Time to Buy Archer Aviation Stock?
↗
May 10, 2026
What should investors make of the recent stock price decline?
Via
The Motley Fool
Topics
Emissions
NuScale Power Fell 82%. History Says Survivors of Crashes Like This Can Return 5x.
↗
May 08, 2026
A major study of 6,500 beaten-down stocks reveals that history may be more forgiving than you'd expect.
Via
The Motley Fool
Topics
Artificial Intelligence
This Small-Cap Stock Just Crushed Earnings. Is It a Buy?
↗
May 08, 2026
Appian impressed in it first quarter. Will the market reward it?
Via
The Motley Fool
Topics
Artificial Intelligence
Morgan Stanley Survey Finds Founders Managing More Complex Tradeoffs for Growth, Capital and Liquidity
May 07, 2026
From
Morgan Stanley
Via
Business Wire
Morgan Stanley Just Cut Lucid's Price Target By 50%. Here's Why.
May 07, 2026
Lucid shares are sinking as Morgan Stanley trims price target sharply to $5. Here’s why LCID stock is unattractive to own even at the current, toned-down valuation.
Via
Barchart.com
Topics
Electric Vehicles
Supply Chain
What Are Wall Street Analysts' Target Price for Conagra Brands Stock?
May 07, 2026
Conagra Brands has notably underperformed the broader market over the past year, and analysts are cautious about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Morgan Stanley Alliance for Children’s Mental Health Announces 2026 Innovation Award Winners, Including Inaugural Next Gen Leaders
May 07, 2026
From
Morgan Stanley
Via
Business Wire
Are Wall Street Analysts Bullish on Healthpeak Properties Stock?
May 07, 2026
Although Healthpeak Properties has underperformed relative to the SPX over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Initial Public Offering
Retirement
Morgan Stanley, Thermo Fisher, Blue Owl Technology Finance And More On CNBC's 'Final Trades'
↗
May 07, 2026
Jenny Van Leeuwen Harrington of Gilman Hill Asset Management named Thermo Fisher Scientific Inc. (TMO) as her final trade on CNBC's Halftime Report.
Via
Benzinga
Are Wall Street Analysts Predicting PPL Corporation Stock Will Climb or Sink?
May 07, 2026
PPL Corporation has lagged behind the broader market over the past year, yet analysts remain highly optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Energy
Are Wall Street Analysts Predicting NRG Energy Stock Will Climb or Sink?
May 07, 2026
Despite underperforming the broader market over the past year, NRG Energy remains a Wall Street favorite, with analysts maintaining a highly bullish outlook on the stock’s growth prospects.
Via
Barchart.com
Topics
Energy
Are Wall Street Analysts Bullish on Duke Energy Stock?
May 07, 2026
Although Duke Energy has lagged the broader market over the past year, Wall Street analysts remain moderately upbeat about the stock’s long-term outlook.
Via
Barchart.com
Topics
Energy
Is Wall Street Bullish or Bearish on Applied Materials Stock?
May 07, 2026
Applied Materials has rallied the broader market over the past year, and analysts remain highly bullish about the stock’s prospects.
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Why CDW (CDW) Stock Is Falling Today
May 07, 2026
What Happened? Shares of IT solutions provider CDW (NASDAQGS:CDW) fell 20.4% in the afternoon session after the company reported first-quarter 2026 earnings ...
Via
StockStory
Topics
Artificial Intelligence
3 Growth Stocks to Stash
May 07, 2026
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market va...
Via
StockStory
After an Earnings Blowout, Morgan Stanley Just Raised This Chip Stock’s Target Price by $8
May 06, 2026
Navitas Semiconductor has a number of strong, positive, potential catalysts, but it's also facing tough competitive threats along with its high price tag.
Via
Barchart.com
HawkEye Set For NYSE Debut After Raising $416 Million, IPO Priced At $26
↗
May 07, 2026
Space analytics company HawkEye 360 set its initial public offering (IPO) price at $26 on Wednesday. The Herndon, Virginia-based company sold 16 million shares, which is expected to raise about $416...
Via
Benzinga
Topics
Artificial Intelligence
Initial Public Offering
Crypto Fee War Ignites On Wall Street—Bitcoin ETFs Poised To Gain As Trading Costs Collapse
↗
May 06, 2026
Morgan Stanley's cut‑rate crypto trading is triggering a fee war that could reshape exchanges, boost Bitcoin ETF adoption, and push crypto deeper into mainstream brokerage platforms.
Via
Benzinga
Topics
ETFs
How Williams Companies Is Cashing in on the AI Power Boom
↗
May 06, 2026
Williams Companies benefits from rising natural gas demand and AI-driven data center growth, positioning WMB for steady income and near-term upside
Via
MarketBeat
Topics
Artificial Intelligence
Energy
How TeraWulf Stock Gained 50% In April
↗
May 06, 2026
TeraWulf gained 50% in April while Bitcoin rose just 11%. Here's what drove the unusual gap.
Via
The Motley Fool
Topics
Artificial Intelligence
Palo Alto To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Wednesday
↗
May 06, 2026
Summary: Wall Street analysts changed outlook on top names; Stifel cut price target for Leidos; Bernstein slashed Bellring Brands PT; Morgan Stanley raised PT for Cummins; Rothschild upgraded Monster...
Via
Benzinga
AMD (AMD) Stock Trades Up, Here Is Why
May 06, 2026
What Happened? Shares of computer processor maker AMD (NASDAQ:AMD) jumped 16.5% in the afternoon session after the company reported impressive first-quarter ...
Via
StockStory
Topics
Artificial Intelligence
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