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home
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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
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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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Updated: 12:11 PM EST, Jan 21, 2026
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Altimeter’s Brad Gerstner Says Markets Were Due For A ‘Breather’ After ‘Bubble’ Behavior: Report
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November 07, 2025
In an interview with CNBC, Altimeter Capital CEO Brad Gerstner said the current market pullback is a “healthy” correction after strong gains.
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↗
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Via
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US Consumer Sentiment Hits Lowest Level Since 2022 Amid Growing Concerns About Shutdown's Impact On Economy
↗
November 07, 2025
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US Expands Critical Minerals List – Adds Copper, Silver, Uranium In Effort To Reduce Chinese Imports
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No Federal Bailout for AI, Says David Sacks — ‘If One Fails, Others Will Take Its Place’
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Fed’s Goolsbee Says He’s ‘Even More Uneasy’ About Cutting Rates Amid Lack Of Inflation Data Due To Government Shutdown: Report
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November 06, 2025
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Paul Krugman Says Trump’s Tariff Policy Could ‘Melt Down Into A Puddle Of Incompetence And Humiliation’
↗
November 07, 2025
Krugman criticized the Trump administration’s tariff policy for hurting 90 years of efforts that went into U.S. trade liberalization and violating international agreements.
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Dow Futures Edge Lower With Wall Street Heading For Worst Week In Over A Month: TSLA, EXPE, ABNB, OPEN Among Stocks To Watch
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Trump Says Uzbekistan Will Invest $100B In US Over 10 Years – Almost Its Entire GDP
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Nasdaq, S&P 500 Eye Rebound Amid Shutdown Resolution Hopes — Strategist Downplays AI Pessimism
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Dow Drops 400 Points Amid AI Valuation Concerns: Tesla, Qualcomm, Snap, Duolingo, DoorDash Among Stocks Making Biggest Moves Today
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Ray Dalio Says Fed’s Quantitative Easing Is ‘Stimulus Into A Bubble’
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November 06, 2025
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Dow Futures Trade Flat As Markets Continue To Consolidate: TSLA, APP, DASH, SNAP Among Stocks To Watch
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November 06, 2025
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Tariffs Case In Supreme Court: Trump Administration Reportedly Faces Skepticism From Conservative Justices
↗
November 05, 2025
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Government
AI Stocks Slide Again, Bitcoin Dips Near $100,000: What's Moving Markets Thursday?
↗
November 06, 2025
After a brief and cautious rebound on Wednesday, risk-off sentiment returned sharply on Thursday, with AI-linked stocks leading a broad selloff across Wall Street and renewed pressure hitting crypto...
Via
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↗
November 05, 2025
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ADP Data: US Companies Added 42,000 Jobs In October, Mark First Gain Since July
↗
November 05, 2025
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Nasdaq, S&P 500 Futures Slip As Volatility Remains Entrenched — Why This Strategist Remains Positive About Post-Tariff New Bull Market
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November 06, 2025
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Trump Says Government Shutdown Is Affecting Stock Market ‘A Little,’ Promises Record Highs Ahead
↗
November 05, 2025
Trump touted stock market record highs through Friday while acknowledging the shutdown is now affecting markets during his speech at the breakfast with Republican senators.
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Cramer Flags ‘Longest Shutdown’ Risk – ‘You Do Not Want An Up Opening’
↗
November 05, 2025
In a post on X, Jim Cramer cautioned investors that a positive market open may be misleading amid the ongoing shutdown.
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Dow Futures Edge Lower As Investors Remain Cautious On AI Valuation Concerns: AMD, ANET, SMCI, HOOD Among Stocks To Watch
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November 05, 2025
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Nasdaq, S&P 500 Futures Pull Back As Market Mood Remains Cautious: Traders Mull Election Results, AMD Earnings
↗
November 05, 2025
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Stocks Rebound, Eli Lilly Jumps To 14-Month Highs: What's Moving Markets Wednesday?
↗
November 05, 2025
Wall Street bounced back Wednesday after Tuesday's sharp selloff in AI-driven stocks, as investors bought the dip amid solid corporate earnings and growing signs that the Federal Reserve may be nearing...
Via
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Why AJ Bell Believes The Market Could Witness Huge Swings In Coming Times
↗
November 05, 2025
Via
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