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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
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
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
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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
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
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Bank of America
(NY:
BAC
)
51.80
+0.31 (+0.60%)
Official Closing Price
Updated: 7:00 PM EDT, May 22, 2026
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SpaceX And Anthropic Plan To Go Public — Here's What Happened After The 10 Biggest IPOs In History
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Beyond the "Magnificent Seven": These 3 Breakout AI Stocks Are Disrupting the Industry
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Micron Technology, Taiwan Semiconductor Manufacturing, and Broadcom are all major players in the AI realm.
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What a Kevin Warsh-Led Fed Could Mean for the Big Bank Stocks
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May 21, 2026
The Federal Reserve and banking regulations can have big impacts on profitability for these banking giants.
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Why Advanced Micro Devices Stock Was a big Winner on Wednesday
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It was generally a good day for tech hardware companies.
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Citigroup (C) Stock Trades Up, Here Is Why
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Wall Street Is Warming Up to ServiceNow Stock. That’s Because It’s Now a Bet on Agentic AI.
May 20, 2026
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This Analyst Just Upped the Price Target on Snowflake Stock. Here's Why.
May 20, 2026
Snowflake stock rallied on a bullish note from Bank of America Securities. Here’s why analyst Koji Ikeda sees significant further upside in SNOW shares in 2026.
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Do Wall Street Analysts Like T. Rowe Price Stock?
May 20, 2026
T. Rowe Price has underperformed the broader market over the past year, and analysts are moderately bearish about the stock’s prospects.
Via
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JPMorgan Chase Has Raised Its Dividend for 14 Years Running. Is It the Best Dividend Stock in Banking?
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JPMorgan Chase has a good dividend streak, but the real question is: what happened 14 years ago?
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Costco's Stock Keeps Breaking the $1,000 Threshold -- Don't Expect a Stock Split
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May 19, 2026
While some are calling for a stock split that could create a short-term rally, Costco is thinking more about its long-term shareholders.
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If You Can Only Buy 1 AI Stock for the Rest of 2026, Make It This One
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May 19, 2026
Healthy investments in wafer and fabrication equipment should drive more upside for this semiconductor stock.
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Incyte Stock: Analyst Estimates & Ratings
May 19, 2026
As Incyte has considerably outperformed the broader market over the past 52 weeks, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
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SpaceX Is Kicking Off IPO Mania -- but It's Also Reviving Stock-Split Euphoria
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May 19, 2026
Statistically, since 1980, companies that have conducted forward stock splits have handily outperformed the benchmark S&P 500 in the 12 months following their split announcement.
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Initial Public Offering
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As the stablecoin industry grows, the potential opportunities for crypto investors continue to expand.
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Chime Financial CEO Says Consumer Spending Holds Up as New Products Gain Traction
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May 18, 2026
Chime Financial (NASDAQ:CHYM) co-founder and Chief Executive Officer Chris Britt said the company is seeing resilient consumer activity, stronger product engagement and early traction from newer...
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Berkshire Hathaway's Greg Abel Thinks Alphabet Is a Better Magnificent Seven Stock Than Amazon. Here's Why He's Right.
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Berkshire Hathaway's new CEO made big moves in the first quarter.
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Why ServiceNow Rallied Today, Even As Tech Stocks Fell
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May 18, 2026
ServiceNow will be an AI winner, one Wall Street analyst says.
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ServiceNow (NOW) Stock Trades Up, Here Is Why
May 18, 2026
What Happened? Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 8.9% in the afternoon session after Bank of America reinstated c...
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NuScale Power Just Reported Earnings. Here's Why I'd Buy After the Numbers Dropped.
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May 18, 2026
NuScale Power's market cap is now below $5 billion.
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Earnings
Emissions
Ignore the Foundry Fears and Keep Buying Taiwan Semi Stock
May 18, 2026
As AI demand surges, Bank of America believes investors should ignore the competitive noise and keep buying Taiwan Semi stock.
Via
Barchart.com
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Artificial Intelligence
Nvidia Stock Hit Record Highs on Huang’s China Visit. Q1 Earnings Could Take NVDA Even Higher.
May 18, 2026
NVDA stock recently hit record highs, but its upcoming earnings report could be the next major catalyst.
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Earnings
New Partnerships Are Sending ServiceNow Up. What It Means for NOW Stock.
May 18, 2026
ServiceNow shares pop as the company announces a partnership with Experian. Here’s why the EXPN team-up is bullish for NOW stock in 2026.
Via
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Topics
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Fraud
3 Energy Stocks That Are Quietly Becoming the Trades of the Year
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May 18, 2026
These energy stocks are surging amid skyrocketing power demand and ongoing geopolitical conflicts that have disrupted oil and gas markets.
Via
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Topics
Supply Chain
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