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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Shell plc
(NY:
SHEL
)
89.92
UNCHANGED
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Updated: 7:00 PM EDT, Aug 13, 2026
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Photovoltaic Panel Cleaning Technology Breakthroughs and Market Expansion in Parallel
May 22, 2026
Via
AB Newswire
Topics
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HPO.TECH Introduces OYSTER, a Hyperbaric Chamber Designed Around an Organic Form and a Full Acrylic Dome
May 22, 2026
Via
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Director/PDMR Shareholding
May 22, 2026
From
Shell plc
Via
GlobeNewswire
Transaction in Own Shares
May 22, 2026
From
Shell plc
Via
GlobeNewswire
Director/PDMR Shareholding
May 21, 2026
From
Shell plc
Via
GlobeNewswire
Shell Plc (NYSE:SHEL): A Balanced Dividend Pick with a 3.48% Yield and Strong Fundamentals
↗
May 16, 2026
Via
Chartmill
Transaction in Own Shares
May 21, 2026
From
Shell plc
Via
GlobeNewswire
Climb Bio Teases Key Budoprutug, CLYM116 Readouts at BioConnect
↗
May 21, 2026
Climb Bio (NASDAQ:CLYM) outlined its clinical development strategy and upcoming data readouts during a fireside chat at H.C. Wainwright’s BioConnect Conference, with management emphasizing two biologic...
Via
MarketBeat
Could You Make a 2026 World Cup Squad? A New Free Tool Will Tell You Where You'd Sit on Any National Team's Bench in 90 Seconds
May 20, 2026
Via
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Gold X2 Intersects 27.0m of 3.87 g/t Au from 555.0m at Base of the Eastern QES Pit Including 11.0m of 8.84 g/t Au
May 20, 2026
(May 20, 2026) - Gold X2 Mining Inc. (TSXV:AUXX) (OTCQB:GSHRF) (FSE: DF8) ("Gold X2" or the "Company") is pleased to announce the most recent assays from its ongoing infill and
Via
PressReach
Applied Materials Highlights AI-Driven Chip Demand, 30% Systems Growth at JPMorgan Event
↗
May 20, 2026
Applied Materials (NASDAQ:AMAT) executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced...
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
Economy
Transaction in Own Shares
May 20, 2026
From
Shell plc
Via
GlobeNewswire
If You Invested $100 In Shell Stock 5 Years Ago, You Would Have This Much Today
↗
May 19, 2026
Via
Benzinga
How to Pick an iPhone Case You Will Actually Keep
May 19, 2026
Via
BusinesNews Wire
Result of AGM
May 19, 2026
From
Shell plc
Via
GlobeNewswire
Coalinga Hotel Near I-5 With Luxury RV Resort and EV Charging: Services Expanded
May 19, 2026
Via
Press Release Distribution Service
GMG's THERMAL-XR(R) to be Applied Exclusively & Distributed to Global Oil and Gas/LNG Industry with Curran International
May 19, 2026
Brisbane, Queensland, Australia--(Newsfile Corp. - May 19, 2026) - Graphene Manufacturing Group Ltd (TSXV: GMG) (OTCQX: GMGMF) ("GMG" or the...
Via
Newsfile
Exclusive Analysis: How GreenX Became the World’s First Shariah-Compliant Digital Asset Exchange
May 19, 2026
There is an old saying on Wall Street: "Only when the tide goes out do you discover who's been swimming
Via
First Publisher
Topics
Religion
Transaction in Own Shares
May 19, 2026
From
Shell plc
Via
GlobeNewswire
Swedish-Ugandan AI Entrepreneur Abby James Tumusiime Launches Anansi Watch The AI Platform Built Exclusively for African Governments to Detect Procurement Fraud and Hidden Ownership
May 19, 2026
May 19, 2026 -- African governments lose an estimated $148 billion annually to procurement fraud. Anansi Watch is the first sovereign AI platform built to recover it mapping hidden ownership, detecting...
Via
24-7 Press Release
Topics
Artificial Intelligence
Fraud
Supply Chain
3 International ETFs for Investors Looking Beyond U.S. Stocks
↗
May 18, 2026
These three international ETFs offer diversification and surprisingly strong dividends -- with the same low expense ratio of 0.07%.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
A $3 Billion Reason to Buy Shell Stock Here (Plus It Has a Juicy 3.5% Dividend Yield)
May 18, 2026
Shell recently announced a $3 billion stock buyback program.
Via
Barchart.com
Transaction in Own Shares
May 18, 2026
From
Shell plc
Via
GlobeNewswire
Carlingford Oyster Company Launches "Alanna", a New Cocktail-Size Oyster, with Public Sampling at Bloom in the Phoenix Park
May 15, 2026
Carlingford, County Louth, Ireland--(Newsfile Corp. - May 15, 2026) - Carlingford Oyster Company, the family-owned oyster farm working in Carlingford...
Via
Newsfile
Transaction in Own Shares
May 15, 2026
From
Shell plc
Via
GlobeNewswire
Publication of Prospectus
May 14, 2026
From
Shell plc
Via
GlobeNewswire
Transaction in Own Shares
May 14, 2026
From
Shell plc
Via
GlobeNewswire
Shell plc - Report on Payments to Governments for the year 2025
May 14, 2026
From
Shell plc
Via
GlobeNewswire
Michelangelo's Great Secret Hiding in Plain Sight
May 14, 2026
Via
PRLog
Here's Everything Investors Need to Know About the Fervo Energy IPO
↗
May 13, 2026
A closer look at this hot energy IPO.
Via
The Motley Fool
Topics
Emissions
Energy
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