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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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Lam Research
(NQ:
LRCX
)
203.08
UNCHANGED
Streaming Delayed Price
Updated: 4:15 PM EST, Jan 7, 2026
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U.S. Manufacturing Falters: Job Losses and Contraction Signal Deeper Economic Worries
September 10, 2025
The American manufacturing sector is currently trapped in a protracted downturn, characterized by a steady erosion of jobs and a sustained contraction in activity. Recent economic indicators paint a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
American Manufacturing's Paradox: Job Losses Amidst a Reshoring Revival
September 09, 2025
The Biden administration's ambitious push to revitalize domestic manufacturing through historic investments faces a perplexing contradiction: a recent contraction in factory employment. Despite massive...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Why Lam Research Stock Is Down 3% In Today’s Premarket
↗
September 02, 2025
Via
Stocktwits
US Revokes Intel, Samsung, SK Hynix Waivers On China Chip Equipment
↗
August 29, 2025
Via
Stocktwits
3 Market-Beating Stocks on Our Watchlist
September 09, 2025
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends...
Via
StockStory
Topics
Initial Public Offering
3 Big Dividend Hikes Hit the Market—1 Just Doubled Its Payout
↗
September 08, 2025
One of the biggest names in sports entertainment just doubled its dividend. Two tech giants also announced significant dividend increases.
Via
MarketBeat
Expert Outlook: Lam Research Through The Eyes Of 24 Analysts
↗
September 08, 2025
Via
Benzinga
Why Lam Research (LRCX) Stock Is Trading Up Today
September 08, 2025
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 2.8% in the morning session after Citigroup raised its price target on the stock.
Via
StockStory
Topics
Artificial Intelligence
LAM RESEARCH CORP (NASDAQ:LRCX): A Top Dividend Stock with Strong Profitability and Financial Health
↗
September 08, 2025
Lam Research (LRCX) is a top dividend stock with strong profitability, a healthy payout ratio, and a history of steady dividend growth, ensuring long-term income sustainability.
Via
Chartmill
3 Cash-Heavy Stocks to Keep an Eye On
September 08, 2025
Companies with more cash than debt often have stronger financial flexibility, making them attractive in uncertain markets. Without interest payments being less of a worry, these businesses can invest...
Via
StockStory
Traders Hit The Buy Button On These 10 Stocks After Weak Jobs Report
↗
September 05, 2025
Via
Benzinga
If You Invested $100 In This Stock 15 Years Ago, You Would Have This Much Today
↗
September 04, 2025
Via
Benzinga
A Congress Member Sold Up To $130K In UnitedHealth Group Stock: Here's What You Need To Know
↗
September 04, 2025
Via
Benzinga
Where Will ASML Stock Be in 5 Years?
↗
September 04, 2025
ASML is highly cyclical, but the demand for AI chips bodes well for its future.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Why Lam Research Stock Crumbled by 3% Today
↗
September 02, 2025
A pundit tracking the stock is anticipating slowdowns in both a crucial product category and an important geographic region.
Via
The Motley Fool
Stay informed with the top movers within the S&P500 index on Tuesday.
↗
September 02, 2025
Let's have a look at the top S&P500 gainers and losers in the middle of the day of today's session.
Via
Chartmill
Why Lam Research (LRCX) Stock Is Falling Today
September 02, 2025
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) fell 4.5% in the afternoon session after Morgan Stanley downgraded the stock to 'Underweight' from 'Equal-Weight', citing concerns...
Via
StockStory
Fed Rate Cut Looms: Markets Eye September Decision
September 02, 2025
Financial markets are currently buzzing with intense anticipation, as a significant majority of investors and analysts are now forecasting a 25 basis-point interest rate cut by the Federal Reserve at...
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Behind the Scenes of Lam Research's Latest Options Trends
↗
September 02, 2025
Via
Benzinga
What's going on in today's session: S&P500 gap up and gap down stocks
↗
September 02, 2025
Looking for the S&P500 stocks that are experiencing notable gaps on Tuesday? Find out which stocks are gapping up and gapping down in the S&P500 index during today's session.
Via
Chartmill
What Is Going On With Semiconductor Stocks On Tuesday
↗
September 02, 2025
Semiconductor stocks lower on profit-taking. Big Tech's $250B AI investment boosts industry. Fed's rate cut optimism but caution urged on forecasts.
Via
Benzinga
Topics
Artificial Intelligence
Economy
Top S&P500 movers in Tuesday's pre-market session
↗
September 02, 2025
Pre-market stock analysis of S&P500 stocks on 2025-09-02: top gainers and losers in today's session.
Via
Chartmill
1 Profitable Stock with Impressive Fundamentals and 2 We Brush Off
September 01, 2025
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Via
StockStory
Why Lam Research (LRCX) Stock Is Trading Lower Today
August 29, 2025
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) fell 4.3% in the afternoon session after the U.S. government tightened restrictions on the use of American semiconductor manufacturing...
Via
StockStory
Topics
Economy
Stay informed with the top movers within the S&P500 index on Friday.
↗
August 29, 2025
Stay updated with the movements of the S&P500 index one hour before the close of the markets on Friday. Discover which stocks are leading as top gainers and losers in today's session.
Via
Chartmill
Lam Research Options Trading: A Deep Dive into Market Sentiment
↗
August 29, 2025
Via
Benzinga
Uncover the latest developments among S&P500 stocks in today's session.
↗
August 29, 2025
Stay updated with the movement of S&P500 stocks in today's session. Discover which S&P500 stocks are making waves on Friday.
Via
Chartmill
Gapping S&P500 stocks in Friday's session
↗
August 29, 2025
Stay updated with the S&P500 gap up and gap down stocks on Friday. Get a glimpse of the market's movement during today's session.
Via
Chartmill
Lam Research's Options: A Look at What the Big Money is Thinking
↗
August 27, 2025
Via
Benzinga
5 High-Flying Stocks Set For A Pullback
↗
August 27, 2025
Via
Benzinga
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