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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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
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Event Schedule
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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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AOT Growth and Innovation ETF
(NQ:
AOTG
)
54.38
-1.44 (-2.57%)
Official Closing Price
Updated: 4:15 PM EDT, Apr 23, 2026
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Overview
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All News about AOT Growth and Innovation ETF
Biden's Final Chip Curbs Set To Shake AI Markets: 10 ETFs With High Stakes In Nvidia, AMD
↗
January 09, 2025
Biden admin plans to update export rules targeting advanced semiconductors, restrict access for China and other 'adversaries'. Nvidia and AMD may see impact, major ETFs heavily exposed to them.
Via
Benzinga
Topics
Artificial Intelligence
ETFs
Uber and Toast Partner to Boost Delivery Reach for US Restaurants
↗
December 05, 2024
Toast expands Uber partnership to cut costs & expand reach for restaurants. Aims to offer commission-free deliveries & utilize Uber's network.
Via
Benzinga
AMD Q3 Earnings Preview: Can AI, Server Gains Help Narrow The Semiconductor Gap With Nvidia?
↗
October 28, 2024
AMD set to report Q3 2024 earnings with expectations of 31% increase in EPS and 16% growth in revenue. Mixed reactions in stock prices despite positive track record.
Via
Benzinga
Topics
Artificial Intelligence
Nvidia Rival AMD Downplays Cyberattack, Says No 'Material Impact' On Business: 'Limited Amount Of Information' Was Accessed
↗
June 20, 2024
AMD reassures investors after a cyberattack claimed to have stolen data. The chipmaker says no critical business information was compromised.
Via
Benzinga
AMD Cyberattack? Hacker Claims To Sell Stolen Data, Company Says Working Closely With Law Enforcement Officials (UPDATED)
↗
June 18, 2024
Advanced Micro Devices, has confirmed that it is aware of a cybercriminal organization claiming to be in possession of stolen AMD data.
Via
Benzinga
Topics
Hacking
AMD Unveils Cost-Effective EPYC 4004 Series CPUs For Small Businesses and IT Providers
↗
May 21, 2024
AMD releases new EPYC 4004 Series CPUs targeting price-sensitive buyers, expected to boost market share & pose competition to Nvidia.
Via
Benzinga
What's Going On With AMD Stock Friday?
↗
May 17, 2024
AMD stock trading higher as Microsoft considers using their AI chips for Azure, potentially beating Nvidia's GPU supply crisis. AMD gaining market share in x86 processor market and expected to make...
Via
Benzinga
Topics
Artificial Intelligence
Is AMD Stealing the Spotlight in Server and Client Markets? Here's What You Need to Know
↗
May 10, 2024
AMD gained market share in x86 processor market, led by client and server segments. Intel made gains in IoT while Arm Holdings threatens Intel and AMD's dominance.
Via
Benzinga
AMD Positions for AI Leadership with Expanded Portfolio, Quadrupled R&D Investment Ahead of Major Computex Announcements
↗
May 06, 2024
AMD is strategically preparing to meet the demand for AI computing by leveraging its product range and open software capabilities. Their investment in R&D has quadrupled and they have increased their...
Via
Benzinga
Topics
Artificial Intelligence
ETFs
What's Going On With AMD Stock Tuesday?
↗
April 16, 2024
AMD announced new Ryzen PRO 8040 Series for business laptops and mobile workstations and Ryzen PRO 8000 Series AI-enabled desktop processor. AI PC shipments expected to account for 22% by 2024....
Via
Benzinga
Topics
Artificial Intelligence
AMD Advances Open Source Initiative with MES Firmware Release for Radeon GPUs
↗
April 08, 2024
AMD to open-source Micro Engine Scheduler firmware for enhanced control over Radeon GPUs, following broader strategy to increase accessibility.
Via
Benzinga
AMD's Success in Cloud Expansion - This Analyst Sees Potential for Market Leadership
↗
March 15, 2024
KeyBanc analyst maintains Overweight rating on AMD with $270 price target. February results show modest growth, positive outlook for AMD.
Via
Benzinga
AMD Launches Spartan FPGA Family, Boosts AI Team as US Sanctions Challenge China Operations
↗
March 06, 2024
AMD stock rises 2% despite U.S. sanctions affecting China ambitions. Pursuing AI chip market and hiring new SVP. Launches new FPGA family.
Via
Benzinga
Topics
Artificial Intelligence
Why Is AMD Stock Trading Lower Tuesday?
↗
March 05, 2024
U.S. export restrictions on high-powered AI processors hinder AMD's sales of tailored AI chip in China, facing competition from China's RISC-V adoption.
Via
Benzinga
Topics
Artificial Intelligence
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