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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
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QuinStreet, Inc
(NQ:
QNST
)
17.61
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Updated: 4:00 PM EDT, Jul 13, 2026
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2 Stocks Under $50 to Own for Decades and 1 Facing Headwinds
July 13, 2026
Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks. But their headline...
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July 06, 2026
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether t...
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June 30, 2026
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1 Small-Cap Stock with Impressive Fundamentals and 2 Facing Headwinds
June 15, 2026
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QuinStreet (NASDAQ:QNST) Surges on Record Revenue and Strong Guidance
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May 07, 2026
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1 Services Stock to Own for Decades and 2 We Ignore
June 12, 2026
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June 03, 2026
Cash-generating companies often have the flexibility to invest, return capital to shareholders, or navigate downturns. The best of these businesses not only ...
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QuinStreet to Participate at William Blair 46th Annual Growth Stock Conference
June 02, 2026
From
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2 Profitable Stocks for Long-Term Investors and 1 We Turn Down
May 29, 2026
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today does...
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Knowles, Crane NXT, and QuinStreet Shares Skyrocket, What You Need To Know
May 22, 2026
What Happened? A number of stocks jumped in the afternoon session after the Dow Jones Industrial Average climbed more than 300 points and briefly touched a f...
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5 Insightful Analyst Questions From QuinStreet’s Q1 Earnings Call
May 14, 2026
QuinStreet’s first quarter results were marked by robust year-on-year revenue growth, surpassing market expectations, yet the market responded negatively fol...
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Advertising & Marketing Services Stocks Q1 In Review: QuinStreet (NASDAQ:QNST) Vs Peers
May 13, 2026
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the advertising & marketing services industry, including QuinStre...
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QuinStreet to Participate at Upcoming Investor Conferences
May 11, 2026
From
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QuinStreet Q3 Earnings Call Highlights
↗
May 08, 2026
QuinStreet (NASDAQ:QNST) reported record fiscal third-quarter revenue and adjusted EBITDA, with executives pointing to strength in auto insurance, home services and expanded use of artificial...
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Earnings
QuinStreet QNST Q3 2026 Earnings Transcript
↗
May 08, 2026
QuinStreet QNST Q3 2026 Earnings Transcript
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Economy
QNST Q1 Deep Dive: AI Initiatives and Segment Growth Shape Outlook Amid Margin Caution
May 08, 2026
Performance marketing company QuinStreet (NASDAQ:QNST) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 28.3% year on yea...
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QuinStreet (NASDAQ:QNST) Posts Better-Than-Expected Sales In Q1 CY2026
May 07, 2026
Performance marketing company QuinStreet (NASDAQ:QNST) announced better-than-expected revenue in Q1 CY2026, with sales up 28.3% year on year to $346.1 millio...
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QuinStreet Reports Record Results for Third Quarter Fiscal 2026
May 07, 2026
From
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Business Wire
QuinStreet (QNST) To Report Earnings Tomorrow: Here Is What To Expect
May 05, 2026
Performance marketing company QuinStreet (NASDAQ:QNST) will be reporting results this Thursday after the bell. Here’s what to look for. QuinStreet beat analy...
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2 Cash-Heavy Stocks for Long-Term Investors and 1 Facing Challenges
April 27, 2026
Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they strugg...
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QuinStreet Sets Date to Announce Fiscal Third Quarter 2026 Financial Results
April 23, 2026
From
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1 Services Stock for Long-Term Investors and 2 We Ignore
April 16, 2026
Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. But increasing competition from AI-drive...
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1 Cash-Producing Stock with Exciting Potential and 2 Facing Challenges
April 10, 2026
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand. Cas...
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2 Value Stocks with Impressive Fundamentals and 1 We Turn Down
April 07, 2026
Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The ...
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Artificial Intelligence
Q4 Rundown: Clear Channel Outdoor (NYSE:CCO) Vs Other Advertising & Marketing Services Stocks
April 06, 2026
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the advertising & marketing services industry, including Clear Ch...
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3 Reasons We’re Fans of QuinStreet (QNST)
March 24, 2026
QuinStreet’s stock price has taken a beating over the past six months, shedding 26.3% of its value and falling to $12.03 per share. This might have investors...
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Topics
Artificial Intelligence
Winners And Losers Of Q4: Taboola (NASDAQ:TBLA) Vs The Rest Of The Advertising & Marketing Services Stocks
March 23, 2026
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the advertising & marketing services stocks, including Taboola (NASDAQ:TBLA) and its pe...
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3 Growth Stocks Set to Flourish
March 23, 2026
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived thr...
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Media & Entertainment Stocks Q4 Earnings: IMAX (NYSE:IMAX) Firing on All Cylinders
March 22, 2026
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking a...
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NetApp, QuinStreet, and Xerox Stocks Trade Down, What You Need To Know
March 10, 2026
What Happened? A number of stocks fell in the afternoon session after geopolitical developments in the Middle East took center stage, with volatile crude oil...
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Topics
Government
World Trade
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