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home
about us
Investment Approach
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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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Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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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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Additional Information
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Back Dated Performance Reports
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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
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Carbon Collective Climate Solutions U.S. Equity ETF
(NQ:
CCSO
)
27.15
+0.70 (+2.64%)
Official Closing Price
Updated: 4:15 PM EST, Feb 3, 2026
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All News about Carbon Collective Climate Solutions U.S. Equity ETF
TMC Stock Is Rallying Again Today – What’s Retail Expecting?
↗
January 22, 2026
Via
Stocktwits
China EV Heat Check: Nio, Li Auto, XPeng on Fire
↗
November 01, 2025
Nio, Li Auto and XPeng set October delivery records, powered by overseas expansion and advancing EV tech.
Via
Benzinga
GE Vernova CFO Sees No ‘Material Impact’ From Trump Tariffs On Outlook – Stock Surges On Q1 2025 Earnings Beat
↗
April 23, 2025
The company reaffirmed its full-year revenue forecast of $36 billion to $37 billion, stating that the outlook already includes a projected cost impact of $300 million to $400 million from recently...
Via
Stocktwits
Topics
Earnings
Economy
Government
Trump Turns To 'Beautiful, Clean Coal' To Address Domestic Energy Demand
↗
March 18, 2025
Trump authorizes immediate production of 'beautiful, clean coal' to stabilize energy costs and meet surging demand from AI, despite environmental concerns.
Via
Benzinga
Topics
Artificial Intelligence
Government
Quanta Services Profits Surge In Q4, Projects $27.1 Billion In 2025 Revenue
↗
February 20, 2025
Quanta Services Inc (PWR) reports Q4 revenue of $6.55B, missing consensus of $6.61B. Adjusted EBITDA and EPS improved. FY25 outlook exceeds expectations.
Via
Benzinga
VinFast Stock Rises As EV Deliveries Soar, Retail Sentiment Turns 'Extremely Bullish'
↗
February 14, 2025
For 2024, total deliveries hit 97,399, a 192% increase from the prior year.
Via
Stocktwits
BranchOut Food Stock Surges On Sales Growth Projection: Retail's Bullish
↗
January 16, 2025
BranchOut’s 50,000-square-foot Peru facility has over $40 million in annual production capacity.
Via
Stocktwits
What's Going On With Chinese EV Maker Li Auto Shares Today?
↗
August 23, 2024
Li Auto reportedly finalizes a partnership with Shoucheng Holdings to accelerate the construction of 2,000 supercharging stations.
Via
Benzinga
Li Auto Hits 900,000 Cumulative Deliveries Milestone, First Chinese New Car Maker To Reach The Mark: Report
↗
August 21, 2024
Li Auto reaches 900,000 cumulative deliveries, becoming the first Chinese EV maker to hit this milestone.
Via
Benzinga
Carrier Global Sells Commercial And Residential Fire Business For $3B, Proceeds To Be Utilized For Stock Buybacks
↗
August 16, 2024
Carrier Global agreed to sell its Commercial and Residential Fire business for $3 billion to an affiliate of Lone Star Funds, as part of its portfolio transformation. The sale will be used for share...
Via
Benzinga
Carrier Global Delivers Mixed Q2 Results, Plan To Repurchase $1B Shares In H2
↗
July 25, 2024
Carrier Global reported Q2 FY24 results with net sales up 12% but below consensus. Adjusted EPS beat expectations. Company plans to repurchase shares and reiterated FY24 outlook.
Via
Benzinga
Nucor's Q2 Earnings Beat Expectations, But Analyst Warns of Weaker Q3 Due to Lower Steel Prices
↗
July 23, 2024
Nucor Corp shares down despite beating Q2 earnings expectations, expected decline in Q3 due to lower steel prices impacting segment.
Via
Benzinga
Topics
Earnings
Johnson Controls To Boost Profit Margins With $8.1B Bosch Deal
↗
July 23, 2024
Johnson Controls to sell Residential and Light Commercial HVAC business for $8.1B to Bosch Group, plans to use proceeds to reduce debt and return to shareholders.
Via
Benzinga
Container Costs Rise As Shippers Skip Dangerous Suez Canal, Stress Over Trump Tariffs
↗
July 15, 2024
Shipping rates from Shanghai to New York reach $10,000 due to the longer route. Will it go up to $20,000 under a Trump presidency?
Via
Benzinga
Topics
Government
Mullen Automotive Secures Major European Order for Delivery EVs
↗
May 29, 2024
Mullen Automotive, Inc (NASDAQ: MULN) received a $440,000 purchase order from Antidoto SA for 40 Mullen-GO electric delivery vehicles, with plans for future expansion in Europe.
Via
Benzinga
Why Smart Building Technologies Company View Shares Are Diving Premarket Wednesday
↗
April 03, 2024
View filed for Chapter 11 bankruptcy and inked a deal to become a private company with Cantor Fitzgerald and RXR, resulting in cancellation of loans and equity stake. CEO cites improved capital...
Via
Benzinga
Topics
Bankruptcy
Hyzon Motors FY23 Revenue Plunges, Losses Widen Despite Vehicle Deployments
↗
March 22, 2024
Hyzon Motors reported FY23 revenue of $0.30M, loss from operations at $(188.0)M, adjusted EBITDA at $(134.2)M, and EPS loss of $(0.75). 19 vehicles were deployed, and company had $112.3M cash and net...
Via
Benzinga
Cisco Issues Weak Outlook, Joins Fastly, Herbalife And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
↗
February 15, 2024
U.S. stock futures were higher this morning, with the Dow futures trading higher by around 70 points on Thursday.
Via
Benzinga
Topics
Stocks
Walmart, Alibaba And 3 Stocks To Watch Heading Into Thursday
↗
November 16, 2023
With U.S. stock futures trading slightly lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
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