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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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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Vanguard Russell 1000 Value ETF
(NQ:
VONV
)
96.48
UNCHANGED
Streaming Delayed Price
Updated: 4:15 PM EST, Jan 30, 2026
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All News about Vanguard Russell 1000 Value ETF
Here's Why One Fund Invested $38 Million in an International Stock ETF
↗
October 23, 2025
Here's Why One Fund Invested $38 Million in an International Stock ETF
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Institutional Investor Exits Emerging-Markets ETF After Big Rally — Here's What to Know
↗
October 23, 2025
Institutional Investor Exits Emerging-Markets ETF After Big Rally — Here's What to Know
Via
The Motley Fool
Topics
Derivatives
ETFs
Regulatory Compliance
Optas Capital Trims $2.8 Million From Vanguard Russell 1000 Value ETF as Growth Stocks Outperform
↗
October 15, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Prediction: This Will Be the Top-Performing Index ETF in 2025
↗
December 16, 2024
Via
The Motley Fool
Topics
ETFs
Has Healthy Rotation Become Potentially Toxic?
↗
July 11, 2024
If you look at the reactions of the S&P 500 and Nasdaq 100, you’d think that today’s benign CPI report was bad for stocks.
Via
Talk Markets
Topics
Stocks
Growth vs Value Investing: What Are the Differences?
April 26, 2023
What is growth vs value investing? You may want to consider both to have the right blend of value and growth for diversification in your portfolio.
Via
MarketBeat
Topics
Regulatory Compliance
ESG Index Update: -3.7% MTD; -11.6% YTD
↗
June 13, 2022
Ten ESG ETFs whose performances are consistently head and shoulders above their peers make up the constituents in the munKNEE ESG ETF Index.
Via
Talk Markets
5 ETFs To Add Value In Your Portfolio
↗
April 16, 2022
After years of underperformance, value investing has been performing well driven by a combination of factors.
Via
Talk Markets
5 ETFs to Bet on Value Comeback
↗
April 06, 2022
While there are many options available in the stock world, investors could tap the strength in value in the basket form through ETFs.
Via
Talk Markets
4 Top-Ranked ETF Underperformers Of 2021 Could Be Winners In 2022
↗
December 31, 2021
The S&P 500 so far had a stellar year, up almost 28%. Widespread vaccination, more oncoming of therapies and booster shots, reopening of economies, President Biden’s infrastructure bill and Fed’s...
Via
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