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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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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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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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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International Business Machines
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IBM’s Enterprise AI Gambit: From ‘Small Player’ to Strategic Powerhouse
October 09, 2025
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October 09, 2025
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China’s Rare Earth Clampdown Ignites Global Tech Tensions, Threatening AI and Defense Supply Chains
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SEALSQ and Trusted Semiconductor Solutions Forge Quantum-Secure Future for U.S. Defense
October 09, 2025
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Better Quantum Computing Stock: IonQ vs. Rigetti Computing
October 09, 2025
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October 09, 2025
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Stock Market Today: AMD Soars on OpenAI Partnership
October 08, 2025
AMD climbed more than 11% after its new OpenAI partnership and other AI collaborations boosted investor optimism.
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Scaling Business Success Through Smarter IT Infrastructure Planning and Implementation
October 08, 2025
Gravity Systems is a reliable managed IT services provider helping you reduce downtime, secure data, and stay productive.
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How Next-Gen IT Developments Are Redefining Business Success
October 08, 2025
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The Future of IT: Key Developments in Solutions and Managed Services
October 08, 2025
ESI is Indiana's one stop technology shop for simplified technology solutions, system access resolutions, and secure data systems.
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SoundHound AI Stock Soars on Expanded Partnership with Apivia Courtage: A New Era for AI-Powered Insurance
October 08, 2025
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IBM's New Anthropic Partnership Could Be the AI Catalyst Investors Have Been Waiting For
October 08, 2025
IBM is integrating Anthropic's Claude chatbot in its software.
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Architecting Tomorrow's Metropolises: PhD Scholar Champions Tech-Driven Urban Planning for Smarter, Sustainable Cities
October 08, 2025
In a significant push towards modernizing urban development, a prominent PhD scholar has stepped into the spotlight, advocating for the widespread adoption of advanced technological applications to...
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SEALSQ Unveils Quantum Shield QS7001™ and WISeSat 3.0 PQC: A New Era of Quantum-Resistant Security Dawns for AI and Space
October 08, 2025
Geneva, Switzerland – October 8, 2025 – As the specter of quantum computing looms large over the digital world, threatening to unravel the very fabric of modern encryption, SEALSQ Corp (NASDAQ: LAES)...
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Confluent's Stock Soars Amidst Takeover Speculation, Reshaping Data Software Landscape
October 08, 2025
Confluent (NASDAQ: CFLT), a prominent player in the data streaming software sector, experienced a dramatic surge in its stock price today, October 8, 2025, following exclusive reports of potential...
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Beyond the Hype: Strategic Investing in the Quantum-AI Semiconductor Revolution
October 08, 2025
As the digital frontier continues its relentless expansion, the convergence of quantum computing, artificial intelligence (AI), and advanced semiconductors is rapidly redefining the technological...
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Dow Rides Rollercoaster to Record Highs Amidst Policy Shifts and Trade Tensions
October 08, 2025
The Dow Jones Industrial Average has navigated a turbulent yet ultimately upward trajectory from late 2024 through October 2025, demonstrating remarkable resilience despite significant slips and...
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Fear Of An AI Bubble? This Time Is Different, Goldman Says
October 08, 2025
Goldman Sachs says current tech boom is different from past financial bubbles due to fundamental growth rather than speculation, with lower valuations.
Via
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S&P Global Uses IBM AI To Boost Efficiency
October 08, 2025
IBM and S&P Global announce a new AI partnership to embed watsonx Orchestrate into S&P's tools, boosting decision-making and efficiency.
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Navigating the Ethical Minefield: Addressing AI Bias in Medical Diagnosis for Equitable Healthcare
October 07, 2025
The rapid integration of Artificial Intelligence into medical diagnosis promises to revolutionize healthcare, offering unprecedented speed and accuracy in identifying diseases and personalizing...
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OpenAI’s AgentKit: Standardizing the Future of AI Agent Development
October 07, 2025
OpenAI has unveiled AgentKit, a groundbreaking toolkit designed to standardize and streamline the development and management of AI agents. Announced on October 6, 2025, during OpenAI's DevDay 2025,...
Via
TokenRing AI
Topics
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Beyond Silicon: The Quantum and Neuromorphic Revolution Reshaping AI
October 07, 2025
The relentless pursuit of more powerful and efficient Artificial Intelligence (AI) is pushing the boundaries of conventional silicon-based semiconductor technology to its absolute limits. As the...
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Silicon’s New Frontier: How Next-Gen Chips Are Forging the Future of AI
October 07, 2025
The burgeoning field of artificial intelligence, particularly the explosive growth of deep learning, large language models (LLMs), and generative AI, is pushing the boundaries of what traditional...
Via
TokenRing AI
Topics
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Emissions
The Silicon Supercycle: How AI is Reshaping the Global Semiconductor Market Towards a Trillion-Dollar Future
October 07, 2025
The global semiconductor market is currently in the throes of an unprecedented "AI Supercycle," a transformative period driven by the insatiable demand for artificial intelligence. As of October 2025,...
Via
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Topics
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Emissions
Nobel Laureates Unlock Quantum Realm: Tunneling Discoveries Reshape Future of Computing and Beyond
October 07, 2025
STOCKHOLM, Sweden – October 7, 2025 – The Royal Swedish Academy of Sciences has today awarded the 2025 Nobel Prize in Physics to John Clarke, Michel H. Devoret, and John M. Martinis for their...
Via
MarketMinute
Topics
Intellectual Property
CoreWeave's Unwavering $9 Billion Bid for Core Scientific: A High-Stakes Bet on the AI Future
October 07, 2025
CoreWeave's (NASDAQ: CRWV) CEO, Michael Intrator, has firmly stated that the company has no plans to alter its $9 billion all-stock offer to acquire Core Scientific (NASDAQ: CORZ), despite significant...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Qualcomm Acquires Arduino: A Strategic Leap into Open-Source AI and Edge Computing
October 07, 2025
In a monumental move set to reshape the landscape of hardware and software development, Qualcomm Technologies (NASDAQ: QCOM) announced today, October 7, 2025, its definitive agreement to acquire...
Via
MarketMinute
Topics
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EXCLUSIVE: Rigetti Leverages Nvidia, Chiplets To Outpace IBM And Google In Quantum Race
October 07, 2025
Rigetti Computing, with its chiplet architecture and key partnerships (NVDA), is on track to achieve quantum advantage with a 100+ qubit system by 2025.
Via
Benzinga
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