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home
about us
Investment Approach
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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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Back Dated Performance Reports
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Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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EVENTS
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Event Schedule
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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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Avantis Responsible U.S. Equity ETF
(NY:
AVSU
)
79.02
-0.44 (-0.55%)
Official Closing Price
Updated: 8:00 PM EST, Feb 3, 2026
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All News about Avantis Responsible U.S. Equity ETF
Enphase Energy Shares Are Surging 22% Despite Drop In Q4 Revenue – What’s Driving The Rally?
↗
February 03, 2026
Via
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SMCI reports 123% Jump In Q2’26 Net Sales, Sails Past Estimates
↗
February 03, 2026
SMCI reported net sales of $12.7 billion compared to $5.7 billion in the same period year-ago.
Via
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Topics
Artificial Intelligence
This Stock Is Among The Laggards In Social Media Companies — Here’s What Wall Street Expects From Its Q4 Earnings Tomorrow
↗
February 03, 2026
Snap shares have fallen nearly 45% over the past 12 months, only better than DJT, Sprout Social and Bumble over the same period.
Via
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Snap Shares Are Tumbling Today As Focus Turns To Q4 Earnings – What Are Investors Expecting?
↗
February 02, 2026
Via
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WHR Slips 7% — Why Is Retail Expecting Whirlpool To Eliminate Dividend?
↗
January 29, 2026
Whirlpool reported fourth quarter adjusted earnings per share of $1.10, which fell well short of Wall Street consensus of $1.52 per share, according to data from fiscal.ai.
Via
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Topics
Earnings
Leidos To Buy Entrust Solutions For $2.4B To Expand Energy Infrastructure
↗
January 26, 2026
Via
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Nucor Stock Dives More Than 3% After Hours On Disappointing Q4 Earnings – Retail Expects Stock To ‘Tank’ On Tuesday
↗
January 26, 2026
Via
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Capital One Reportedly Acquires Brex For $5.15B, Shares Dive More Than 5% After Hours
↗
January 22, 2026
Via
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Why IREN and Cipher Mining Shares Rallied Today?
↗
January 27, 2026
Anthropic is set to reportedly raise about $20 billion from venture capitalists and other investors, double the amount it had targeted, in a sign of surging investor enthusiasm in the AI space.
Via
Stocktwits
Topics
Artificial Intelligence
ALT Stock Rallies 4% — What Does Retail Think?
↗
January 22, 2026
Earlier this month, Altimmune said the U.S. Food and Drug Administration (FDA) has granted Breakthrough Therapy Designation (BTD) for pemvidutide for the treatment of patients with metabolic...
Via
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Centene Raises Full-Year Earnings Guidance After Posting Unexpected Profit In Q3
↗
October 29, 2025
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UnitedHealth Increases Full Year Earnings Forecast But Warns Of Tough Road Ahead For Medicaid Business
↗
October 28, 2025
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SOFI Stock Is The Talk Of The Town Today, And There’s An Amazon Angle
↗
October 17, 2025
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Pfizer CEO Reportedly Says Vaccine Approvals Getting Harder
↗
October 15, 2025
According to a report from Bloomberg, Bourla said that it's harder to get vaccine approvals and not drug approvals.
Via
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Topics
Government
World Trade
UnitedHealth Shareholder Proposes Distinct Chairman And Chief Executive Roles: Report
↗
October 03, 2025
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RH Stock Sees Slew Of Downgrades, Price Target Cuts From Wall Street As Trump Tariffs Bite
↗
September 12, 2025
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Government
Maze Therapeutics Stock Just Shot Up 24% Pre-Market Today – Here’s What Happened
↗
September 11, 2025
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Rivian Slashes Full-Year Delivery Guidance After Drop In Q3 Figures
↗
October 02, 2025
The company slashed its delivery guidance to 41,500 to 43,500 vehicles for the full year.
Via
Stocktwits
General Motors Reports 7.7% Growth In Q3 Auto Sales In US
↗
October 01, 2025
Electric vehicle sales in the quarter hit a fresh record of 66,501 units as customers rushed to make their EV purchase before the expiry of the federal tax credit of $7,500 on Sept. 30.
Via
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Topics
Electric Vehicles
Acadia Pharmaceuticals’ Investigational Drug For Rare Genetic Disorder Fails In Late-Stage Study
↗
September 24, 2025
The company noted that the safety and tolerability of intranasal Carbetocin were consistent with those observed in previous clinical trials.
Via
Stocktwits
Emergent BioSolutions Stock Rises After Receiving Fresh International Purchase Orders: Retail Says Stock Is ‘Significantly Undervalued’
↗
September 19, 2025
The order encompasses multiple product offerings within Emergent’s medical countermeasures business, including countermeasures for threats posed by Smallpox, Anthrax, and Botulism.
Via
Stocktwits
IONS Stock Soars 34% To Hit February 2021 Highs After Medicine Shows Positive Effect On Elevated Triglyceride Levels In Late-Stage Studies
↗
September 02, 2025
In two studies, Ionis’ Olezarsen demonstrated a highly statistically significant placebo-adjusted mean reduction in fasting triglycerides of up to 72% at six months.
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