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about us
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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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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Apollo Global Management, Inc. (New) Common Stock
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APO
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Updated: 7:00 PM EDT, Jun 25, 2026
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White House Proposes Ban on Institutional Home Buying: Market Impact Analysis
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Why Did QXO Stock Hit a 52-Week High This Week?
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January 09, 2026
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January 07, 2026
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The Alpha Renaissance: US Hedge Funds Post Double-Digit Gains in 2025 as Active Management Reclaims the Throne
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Apollo Backs $5.4 Billion Valor and xAI Data Center Compute Infrastructure Transaction with $3.5 Billion Capital Solution
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From
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Via
GlobeNewswire
The Great Unlocking: Economic Clarity Flushes Trillions in Private Equity Dry Powder into US Markets
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As of early January 2026, the "Great Hesitation" that gripped the private equity landscape for nearly three years has officially thawed. With the Federal Reserve signaling a sustained period of...
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The Silent Minority: SEC Enters 'Echo Chamber' Era as Commissioner Crenshaw Departs
January 06, 2026
The Securities and Exchange Commission (SEC) has officially entered a new and potentially volatile chapter in its 92-year history. As of January 6, 2026, the agency is operating with a 3-0 Republican...
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Apollo to Announce Fourth Quarter and Full Year 2025 Financial Results on February 9, 2026
January 06, 2026
From
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Via
GlobeNewswire
Why Did QXO Stock Soar Today?
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Investor Fully Sells OneMain in $31 Million Portfolio Exit Amid Steep Stock Run
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The Trillion-Dollar Shuffle: How Year-End Institutional Rebalancing is Shaping the Final Trading Days of 2025
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The End of the Omaha Era: Warren Buffett to Step Down as CEO of Berkshire Hathaway
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The world of finance is bracing for the conclusion of its most storied chapter as Warren Buffett, the "Oracle of Omaha," prepares to step down as CEO of Berkshire Hathaway (NYSE: BRK.A, BRK.B) on...
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The Declining Luster of Private Equity: Why the Golden Age is Yielding to Public Markets
December 25, 2025
As of December 25, 2025, the once-invincible aura surrounding the private equity (PE) industry has noticeably dimmed. For decades, private equity was the premier destination for institutional capital,...
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Ares Management Eyes 'Big' Private Equity Acquisition as CEO Signals Further Consolidation in Alternative Assets
December 23, 2025
As the curtains close on 2025, Ares Management Corp. (NYSE: ARES) has signaled that its appetite for expansion is far from satisfied. In a series of strategic comments that have sent ripples through...
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The Elliott Playbook: How the Waterstones/Barnes & Noble IPO Signals a New Era for Institutional Retail Activism
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As the financial world closes out 2025, a significant shift in the retail landscape is taking center stage. Elliott Management, the powerhouse investment firm known for its aggressive activist...
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