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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
Featured Quarterly Newsletter
Featured Articles
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Western Digital
(NQ:
WDC
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181.54
+1.98 (+1.10%)
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Updated: 4:00 PM EST, Dec 26, 2025
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US Q3 GDP Growth Blowout: 4.3% Surge Shatters Estimates and Fuels S&P 500 Rally
December 26, 2025
The United States economy defied gravity in the third quarter of 2025, delivering a "blowout" growth figure that has fundamentally recalibrated Wall Street’s expectations for the coming year. On...
Via
MarketMinute
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The Ghost of Markets Past and Present: Why the Final Week of 2025 is Redefining the 'Santa Claus Rally'
December 26, 2025
As the calendar turns to the final week of 2025, Wall Street is witnessing a classic convergence of seasonal optimism and technical maneuvering. Following a year defined by the relentless expansion of...
Via
MarketMinute
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The S&P 500 Eyes the 7,000 Milestone: A Historic 2025 Close as the Santa Claus Rally Ignites
December 26, 2025
As the final trading days of 2025 unfold, the S&P 500 (INDEXSP:.INX) is hovering at the precipice of a historic psychological milestone, currently trading near 6,932. This year-end surge, often...
Via
MarketMinute
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Earnings
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S&P 500 Shatters Records in Year-End Surge: The 'Santa Claus' Rally Delivers Historic Milestone for US Investors
December 26, 2025
As the 2025 calendar winds down, Wall Street is celebrating a historic milestone that few predicted during the volatile opening months of the year. On December 24, 2025, the S&P 500 (INDEXSP:.INX)...
Via
MarketMinute
Topics
Artificial Intelligence
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The Data Vault: Why Seagate (STX) is the Unsung Hero of the AI Era in 2025
December 26, 2025
As of December 26, 2025, Seagate Technology Holdings plc (NASDAQ: STX) stands at the epicenter of a "Data Renaissance." While the technology world spent the early 2020s obsessed with processing power...
Via
PredictStreet
Topics
Artificial Intelligence
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The AI Storage Supercycle: A Deep Dive into the New Western Digital (WDC)
December 26, 2025
Date: December 26, 2025 Introduction As 2025 draws to a close, Western Digital Corp (Nasdaq: WDC) stands as a case study in corporate reinvention and market timing. Long perceived as a sluggish...
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Intellectual Property
SanDisk (SNDK): The Rebirth of a Flash Memory Titan in the AI Era
December 26, 2025
As of December 26, 2025, the semiconductor and data storage sectors are witnessing a historic transformation. At the center of this shift is SanDisk Corporation (Nasdaq: SNDK), a legacy name that has...
Via
PredictStreet
Topics
Artificial Intelligence
Earnings
Electric Vehicles
S&P 500 Scales New Heights: Record-Breaking 2025 Sets the Stage for a High-Stakes 2026
December 26, 2025
The S&P 500 index has concluded 2025 on a historic high, defying early-year skepticism and navigating significant geopolitical shifts to reach unprecedented levels. As of the final full week of trading...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Top 4 Performing Stocks in 2025 Were All From the Same Sub-Industry. Are They Still Buys for 2026?
↗
December 26, 2025
The AI boom came to the memory and storage industry in 2025.
Via
The Motley Fool
Topics
Artificial Intelligence
The Edge of Euphoria: Markets Hit Record Highs as 'Greed' Indicators Flash Late-2025 Warning
December 25, 2025
As the final bells of 2025 ring across Wall Street, the U.S. stock market stands at a historic crossroads. On December 24, 2025, the S&P 500 (INDEXSP: .INX) surged past the psychological 6,900 barrier...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Memory Wall Crumbles: How Micron’s HBM Boom Redefined the AI Landscape in 2025
December 25, 2025
As the curtain closes on 2025, the semiconductor industry is reflecting on a year defined not just by the chips that process data, but by the memory that feeds them. Micron Technology (NASDAQ: MU) has...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
These 5 S&P 500 Stocks Are Up by More than 200% in 2025
↗
December 25, 2025
Storage and memory products makers dominated the index's top performers this year.
Via
The Motley Fool
Topics
Stocks
The Autonomous Ascent: Agentic AI and Fed Dovishness Drive the 2025 Santa Claus Rally
December 25, 2025
As the final trading days of 2025 unfold, the traditional "Santa Claus Rally" has returned to Wall Street with a vengeance, but the playbook has been fundamentally rewritten. On Christmas Eve, the S&P...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
A Bullish Yuletide: S&P 500 and Dow Scale New Heights as Santa Claus Rally Ignites 2026 Optimism
December 24, 2025
In a holiday-shortened trading session that felt more like a victory lap than a standard day on Wall Street, the U.S. stock market delivered a historic Christmas Eve performance. The S&P 500 and the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Silicon Valley’s Winter Wonderland: Nasdaq Surges Toward Record Milestones in 2025 Year-End Rally
December 24, 2025
As the final bells of the 2025 trading year echo through the canyons of Wall Street, the technology sector is delivering a masterclass in resilience. The Nasdaq Composite (NASDAQ:IXIC) closed the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
The Great Split: How Western Digital Reclaimed the Storage Throne in the AI Era
December 23, 2025
As of today, December 23, 2025, the technology sector is reflecting on a year defined by the "Great AI Infrastructure Build," and few companies have navigated this landscape as dramatically as Western...
Via
PredictStreet
Topics
Artificial Intelligence
Economy
World Trade
Citigroup's 2026 Market Outlook: The Great Broadening and Top Stock Picks
December 22, 2025
As 2025 draws to a close, Citigroup (NYSE:C) has released its highly anticipated 2026 Market Outlook, signaling a major strategic shift for global investors. The bank’s strategists are calling for a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Top S&P500 movers in Monday's session
↗
December 22, 2025
Stay updated with the movements of the S&P500 index in the middle of the day on Monday. Discover which stocks are leading as top gainers and losers in today's session.
Via
Chartmill
There's a Growth Stock Trading at Value Prices
↗
December 22, 2025
Wall Street is underestimating how long a major growth tailwind will last for this chip stock.
Via
The Motley Fool
Topics
Artificial Intelligence
The 'December Shuffle': Santa Rally Dynamics and the Art of Window Dressing in 2025's Final Trading Days
December 22, 2025
As the sun sets on a tumultuous 2025, the financial markets are entering the final full trading week of the year with a mix of festive optimism and calculated institutional maneuvering. On this Monday,...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
Economy
These S&P500 stocks are gapping in today's session
↗
December 22, 2025
Monday's session is showcasing interesting market movements in the S&P500 index, with notable gap up and gap down stocks. Stay updated with the gapping S&P500 stocks in today's session.
Via
Chartmill
Santa Claus Rally 2025: S&P 500 Defies Volatility to Close Near Record Highs on Institutional Resilience
December 22, 2025
As the sun sets on a tumultuous yet transformative 2025, the financial markets are entering their final trading sessions with a sense of quiet confidence. As of December 22, 2025, the S&P 500 (NYSE:...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
What's going on in today's pre-market session: S&P500 movers
↗
December 22, 2025
Before the US market kicks off on Monday, let's examine the pre-market session and unveil the notable performers among the S&P500 top gainers and losers.
Via
Chartmill
AMD, Intel, KLA Corporation, Western Digital, and Nova Stocks Trade Up, What You Need To Know
December 19, 2025
A number of stocks jumped in the afternoon session after investor optimism around artificial intelligence fueled broad market gains. Technology stocks with a focus on artificial intelligence once again...
Via
StockStory
Topics
Artificial Intelligence
Stocks
The December Shuffle: How ‘Window Dressing’ and Tax-Loss Harvesting are Reshaping Portfolios for 2026
December 19, 2025
The final weeks of 2025 have been a masterclass in institutional maneuverability. The timeline leading to this moment began in early December, following the Federal Reserve’s third consecutive rate cut...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
Economy
The Great Software Divide: Navigating the 2025 Cloud Slump and the Rise of the AI Agent
December 19, 2025
As 2025 draws to a close, the financial markets are grappling with a profound transformation in the technology sector. What began as a year of high hopes for a "SaaS rebound" has instead evolved into...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The $7.1 Trillion Storm: Triple Witching and the 'Great Data Gap' Ignite Unprecedented Volatility
December 19, 2025
The global financial markets are currently navigating one of the most volatile trading sessions in recent history as today, December 19, 2025, marks the final "Triple Witching" event of the year. This...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Market Resilience: S&P 500 and Nasdaq Weather Mid-December Data Storm to Close Week Higher
December 19, 2025
In a week defined by a deluge of delayed economic data and lingering questions about the Federal Reserve's final pivot, the U.S. stock markets demonstrated remarkable resilience. Despite a mid-week...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
Uncover the latest developments among S&P500 stocks in today's session.
↗
December 19, 2025
Wondering what's happening in today's session for the S&P500 index? Stay informed with the top movers within the S&P500 index on Friday.
Via
Chartmill
$7 Trillion "Witching Hour": Unprecedented Derivatives Expiration Sparks Volatility on Wall Street
December 19, 2025
Today, December 19, 2025, marks the arrival of "Triple Witching" Friday, a quarterly phenomenon that has reached historic proportions this year. With an estimated $7.1 trillion in notional value of...
Via
MarketMinute
Topics
Derivatives
Economy
Regulatory Compliance
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