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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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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Morgan Stanley
(NY:
MS
)
221.04
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Updated: 7:00 PM EDT, Jun 25, 2026
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Should Investors Consider GameStop's Bid For eBay Serious?
↗
May 06, 2026
GameStop made an unsolicited bid to acquire the much-larger e-commerce company.
Via
The Motley Fool
Rayonier (RYAM) Q1 2026 Earnings Transcript
↗
May 06, 2026
Rayonier (RYAM) Q1 2026 Earnings Transcript
Via
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Topics
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Supply Chain
Morgan Stanley Undercuts Coinbase, Robinhood On BTC, ETH, SOL Trading Fees
↗
May 06, 2026
Morgan Stanley (NYSE:MS) is rolling out cryptocurrency trading on its E*Trade platform charging 50 basis points per transaction, undercutting Coinbase
Via
Benzinga
Bitcoin Miner Soars On $9.8 Bil Data Center Deal, Morgan Stanley Debuts Crypto Trading
↗
May 06, 2026
Bitcoin miner Hut 8 accelerates AI data center growth with $9.8 billion deal. Morgan Stanley debuts crypto trading on E*Trade.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Is Wall Street Bullish or Bearish on Morgan Stanley Stock?
May 06, 2026
As Morgan Stanley continues to outperform the broader market, Wall Street remains fairly optimistic about the stock’s long-term prospects.
Via
Barchart.com
Topics
Derivatives
Cipher Mining (CIFR) Q1 2026 Earnings Transcript
↗
May 05, 2026
Cipher Mining (CIFR) Q1 2026 Earnings Transcript
Via
The Motley Fool
GameStop Stock Is Selling Off on Its Bid for eBay. Wall Street Doesn't Think the Deal Will Go Through Anyway.
May 05, 2026
GameStop stock is sliding after its surprise $55.5 billion bid for eBay. Wall Street analysts say the deal faces long odds. Here is what investors need to know.
Via
Barchart.com
Topics
Derivatives
Why Are AMD (AMD) Shares Soaring Today
May 05, 2026
What Happened? Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5% in the afternoon session after Morgan Stanley raised its price target on the sto...
Via
StockStory
Topics
Artificial Intelligence
Economy
Are Wall Street Analysts Bullish on Invesco Stock?
May 05, 2026
Invesco has notably outperformed the broader market over the past year, and Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Defining Moments Are Forcing Family Offices to Institutionalize
May 05, 2026
From
Morgan Stanley Wealth Management
Via
Business Wire
Charles Schwab Corporation Stock Outlook: Is Wall Street Bullish or Bearish?
May 05, 2026
Charles Schwab Corporation has underperformed the broader market over the past year, and analysts remain cautiously optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Why Upstart Stock Jumped 23% in April
↗
May 04, 2026
A recovery in the broad market and some reassurance about the private market lifted the stock.
Via
The Motley Fool
Morgan Stanley Investment Management Introduces Wealth Education Center
May 04, 2026
From
Morgan Stanley Investment Management
Via
Business Wire
Ares (ARES) Stock Is Up, What You Need To Know
May 04, 2026
What Happened? Shares of alternative asset manager Ares Management (NYSE:ARES) jumped 3.2% in the morning session after Barclays raised its price target on t...
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StockStory
Do Wall Street Analysts Like Kimco Realty Stock?
May 04, 2026
While Kimco Realty has lagged behind the SPX over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Kevin Warsh Would Be the Wealthiest Fed Chair in History. But That Doesn't Mean He's Going to Have Wall Street's Back
↗
May 04, 2026
The nominee for chair of the Federal Reserve reportedly has financial assets totaling over $130 million.
Via
The Motley Fool
Topics
Bonds
Economy
Government
David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026
↗
May 04, 2026
David Sacks said booming Big Tech AI spending could significantly fuel U.S. economic growth as hyperscaler capex tops $800 billion in 2026.
Via
Benzinga
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Artificial Intelligence
3 Unpopular Stocks We Think Twice About
May 04, 2026
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fea...
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The Biggest 401(k) Mistake Isn't What You Think -- and It's Easier to Fix Than You May Realize
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May 01, 2026
If you remedy this mistake, your savings will thank you.
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The Motley Fool
Topics
Economy
Retirement
Should You Buy the Dip in Archer Aviation Stock?
↗
May 01, 2026
Archer Aviation stock is trading 59% below all-time highs.
Via
The Motley Fool
Topics
Artificial Intelligence
The U.S. Has 9 Damaged Military Bases to Rebuild in the Middle East. Is Now the Time to Buy Defense Stocks?
↗
May 01, 2026
Defense stocks appear to be a volatile play right now.
Via
The Motley Fool
Why Qualcomm Stock Was Crushing it This Week
↗
May 01, 2026
Investors weren't dissuaded by recent slumps in key fundamentals.
Via
The Motley Fool
Oracle (ORCL) Stock Trades Up, Here Is Why
May 01, 2026
What Happened? Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 5.2% in the morning session after strong earnings and upbeat forecasts from seve...
Via
StockStory
Topics
Artificial Intelligence
Lawsuit
Supply Chain
Apple (AAPL) Stock Trades Up, Here Is Why
May 01, 2026
What Happened? Shares of iPhone and iPad maker Apple (NASDAQ:AAPL) jumped 4% in the morning session after the company reported strong first-quarter 2026 resu...
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Topics
Artificial Intelligence
Economy
Why Paramount (PSKY) Stock Is Trading Up Today
May 01, 2026
What Happened? Shares of multinational media and entertainment corporation Paramount (NASDAQ:PSKY) jumped 9.2% in the morning session after Morgan Stanley is...
Via
StockStory
Topics
Lawsuit
Seagate Technology Stock Has Everyone Talking About AI Tokens. What Does That Mean?
May 01, 2026
Seagate is rising after its blockbuster Q3 earnings. Should you consider buying the stock now?
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Why Option Care Health (OPCH) Stock Is Falling Today
April 30, 2026
What Happened? Shares of alternate site health provider Option Care Health (NASDAQ:OPCH) fell 26.4% in the afternoon session after the company reported weak ...
Via
StockStory
Do Wall Street Analysts Like Kraft Heinz Stock?
April 30, 2026
Kraft Heinz has notably underperformed the broader market over the past year, and Wall Street analysts maintain a cautious outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Is Wall Street Bullish or Bearish on Truist Financial Stock?
April 30, 2026
Although Truist Financial has outperformed the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Apollo Global Stock: Analyst Estimates & Ratings
April 30, 2026
While Apollo Global has trailed the broader market over the past year, analysts are fairly upbeat about its future outlook.
Via
Barchart.com
Topics
ETFs
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