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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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Wall Street Eyes 2026: Can the Best Market Run Since 2009 Sustain Its Record-Breaking Momentum?
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Tech’s Tightrope Walk: Nasdaq 100 Faces Crucial Support Test as 2026 Begins
January 02, 2026
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US Stocks Tread Water As AI And Chip Rally Clashes With Consumer Weakness: Tesla, Amazon, Micron, Nvidia Among Top Movers
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January 02, 2026
Major U.S. indexes held near flat levels as investors balanced strength in technology-linked sectors against ongoing pressure in consumer-facing stocks.
Via
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2026 Is Coming For Big Tech And AI With A Battery Of New Laws
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January 02, 2026
Several state AI and tech rules took effect on Jan. 1, with more coming as the new year progresses.
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Fed Minutes Signal Potential For More Easing As Officials Debate Risks To Inflation And Jobs
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December 30, 2025
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Is The Stock Market Open On Dec 31? Here Are NYSE, Nasdaq Trading Hours On New Year’s Eve
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December 30, 2025
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Nasdaq, S&P 500 Futures Point To Strong New-Year Open On Wall Street: Why TSLA, BIDU, SLV, STLA Are On Traders' Radar Today
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January 02, 2026
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The Best Growth Index ETF to Invest $100 in Right Now
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The Invesco QQQ Trust is a top growth index ETF to start buying now.
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How Fed’s 2025 Pivot, QT Exit, And Rising Dissent Reshaped Rate Expectations This Year
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December 31, 2025
After holding rates steady for most of 2025 and resisting President Donald Trump’s calls for rate cuts, the central bank ended the year with three consecutive 25 basis point reductions in the policy...
Via
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Xi Talks Up China’s AI And Chip Path In New Year Speech As Demand Surges Despite Global Curbs: Report
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December 31, 2025
Xi delivered the address as China approaches the end of its 14th Five-Year Plan and ahead of the start of the next planning cycle in 2026.
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Meta Buys Manus: What The AI Startup Does And Why Investors Should Care
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What Is Asset Allocation In Investing?
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December 31, 2025
The vast majority of investment results are not dependent on picking individual stocks, but on asset allocation across categories.
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China Reportedly Earmarks $42 Billion For 2026 Projects – Infrastructure, Consumption Take Priority
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December 31, 2025
China’s 295 billion yuan allocation in 2026 will go towards an investment plan for the central government's budget and other major projects.
Via
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Topics
Bonds
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Emissions
How Do Interest Rates Affect Stock Markets?
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December 31, 2025
Interest rate decisions by central banks influence borrowing costs, investor sentiment, and stock valuations across Wall Street.
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Webull’s IPO Year Was A Roller Coaster — But Revenues Climbed And Global Expansion Accelerated
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December 31, 2025
For Webull, the IPO was a great one, but market volatility has affected shares, which could have otherwise seen a liftoff given steady revenue growth.
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Nasdaq, S&P 500 Futures Edge Lower For Final Session Of 2025: Why NVDA, TSLA, VNDA Are On Traders' Radar Today
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December 31, 2025
Investors head into the final trading session of 2025 with caution.
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VIX Spikes as Wall Street’s Year-End Rally Stumbles
December 30, 2025
The festive mood on Wall Street has taken a sudden, chilly turn as the final trading days of 2025 approach. The CBOE Volatility Index (VIX), often referred to as the market’s "fear gauge," saw a...
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The Trillion-Dollar Pivot: Tech Giants Retreat as Investors Rebalance for 2026
December 30, 2025
As the final trading days of 2025 come to a close, the high-octane rally that defined the year has hit a significant speed bump. The S&P 500 (NYSE:SPY) and the Nasdaq Composite (NASDAQ:QQQ) have...
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Safe Haven Resurgence: Gold and Silver Stabilize as Investors Eye Fed Minutes Amid Year-End Equity Malaise
December 30, 2025
As the 2025 trading year draws to a close, the financial markets are witnessing a classic tug-of-war between defensive assets and risk-on equities. After a tumultuous start to the final week of...
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Trump Expected To Roll Out Fresh Levies If Supreme Court Rules Against Tariffs: Report
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December 30, 2025
The Trump administration will use a combination of alternative legislation and existing trade measures to reissue tariffs if the Supreme Court rules against the current ones, according to a report from...
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Nasdaq, S&P 500 Futures Edge Lower Ahead Of FOMC Minutes: Why META, BA, MU, EKSO Are On Traders' Radar Today
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December 30, 2025
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What Are Index Funds And Why Do They Matter?
↗
December 30, 2025
Since index funds operate according to rules rather than the judgment of a fund manager, they are considered passive investment vehicles.
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Thin Volume, High Stakes: The Ghost Town Dynamics of the 2025 Holiday Market
December 29, 2025
As the final week of 2025 unfolds, the U.S. financial markets are navigating a paradoxical landscape defined by record-breaking highs and the eerie silence of holiday-thinned trading floors. While the...
Via
MarketMinute
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Trump Threatens To Sue Fed Chair Jerome Powell For ‘Incompetence’: Says Replacement Appointment Expected In January
↗
December 29, 2025
At the end of his press conference with Israel Prime Minister Benjamin Netanyahu on Monday evening, Trump said that he still has a favorite for the position of the Fed Chair without taking names.
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The VIX Paradox: Why Market Fear is "Perking Up" as 2025 Comes to a Close
December 29, 2025
As the 2025 trading year draws to a close, the CBOE Volatility Index (CBOE:VIX), widely known as the market’s "fear gauge," is exhibiting a rare and unsettling behavior. While the S&P 500...
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ETFs
Economy
What Is Beta in Investing And How Does It Measure Stock Risk?
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December 29, 2025
A stock’s beta value helps investors understand whether it tends to move more or less aggressively than the benchmark index they follow.
Via
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