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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
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
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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 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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Invesco S&P Spin-Off ETF
(NY:
CSD
)
133.35
-2.60 (-1.91%)
Official Closing Price
Updated: 8:00 PM EDT, May 15, 2026
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All News about Invesco S&P Spin-Off ETF
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Kyndryl Cloud Soars In Q2, Expands Global AI Footprint, Raises Buyback By $400 Million
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November 04, 2025
Kyndryl beats Q2 EPS, expands hubs in UK, France, Singapore, India, boosts buybacks; targets mid-single-digit growth by FY28 amid declines.
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GE Vernova Moves To Full Control Of Prolec GE In Massive $5.3 Billion Deal
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October 22, 2025
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GE Vernova's Gas Turbines Fuel Data Center Project In Pennsylvania: Details
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April 03, 2025
GE Vernova Inc. plans to supply 7 high-efficiency gas turbines capable of running on hydrogen to repurpose a former coal-fired power plant into a natural gas-powered data center campus, providing...
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GE Vernova's Q4 Was Not Perfect, But Analyst Bumps Up Price Forecast On Continued Orders Strength
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January 23, 2025
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GXO Logistics Partners with The Perfume Shop For Sustainable Deliveries Across 200 UK Stores: Details
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January 15, 2025
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Stifel Sees Opportunity In DT Midstream Pullback: Upgrades Rating On Diversified Growth Potential
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December 19, 2024
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Kyndryl And Nokia Expand Partnership: AI-Powered Networking To Transform Data Center Solutions
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December 04, 2024
Kyndryl expands partnership with Nokia (NOK) to offer advanced data center networking solutions and services for global enterprises, leveraging AI and machine learning.
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Kyndryl, Dell, Nvidia Join Forces To Launch AI Private Cloud For Japanese Enterprises
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GE HealthCare And DeepHealth Team Up To Advance AI-Powered Breast Cancer Screening: Details
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November 11, 2024
GE HealthCare and DeepHealth collaborate to develop AI-powered solutions for imaging, starting with breast cancer screening.
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GE Vernova Gains Investor Confidence With Strong Revenue Outlook And Path To Higher Margins, Say Analysts
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October 24, 2024
GEV share price rises on strong earnings, with analysts optimistic about future revenue and margins. Morgan Stanley raises PT to $301, RBC raises PT to $285, and Oppenheimer remains cautious.
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GE Vernova Set For $2.5B Free Cash Flow By 2026 Amid Energy Transition Boom, Bullish Analyst Says
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September 26, 2024
Analyst initiates coverage on GEV with Buy rating and $300 price target, citing strong position in energy transition and growth potential.
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GE Vernova's Gas Power Services Underappreciated & Poised For Growth: Analyst
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September 17, 2024
GE Vernova upgraded to Buy by BofA Securities, price target raised from $200 to $300. Analyst sees potential in Gas Power Services.
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GXO Logistics Q2: Revenue Gains Offset By Profit Margin Squeeze
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GXO Logistics beats revenue consensus with $2.85B in Q2. Organic revenue rose 2%, new business wins add $270M. FY24 outlook reaffirmed.
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GE HealthCare Taps AWS for Groundbreaking AI Medical Solutions: Details
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July 25, 2024
GEHC and AWS partner to advance healthcare through specialized foundation models and generative AI apps, using AWS' cloud and AI services.
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What's Going On With GE Vernova Shares Today?
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July 17, 2024
GE Vernova has secured a major order from Sonelgaz through their joint venture, GE Algeria Turbines, to enhance Algeria's grid infrastructure.
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GXO Logistics Deploys Robotics Solution For Sporting Goods Retailer In France
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Why Carrier Global Shares Are Surging Today
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Carrier Global shares are trading higher on Q1 FY24 results, with net sales and adjusted EPS beating consensus. Company also revises sales outlook and expects to resume share repurchases in 2024.
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Why Apartment Income REIT Shares Are Rocketing Today
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April 08, 2024
Blackstone is acquiring Apartment Income REIT Corp. for $10 billion. The deal will take AIR Communities private and suspend dividends.
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Radiopharmaceuticals Startup RayzeBio Seeks Public Debut After Raising $400M From Investors
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August 25, 2023
RayzeBio Inc, a San Diego company focused on radiopharmaceutical therapies for cancer, filed on Thursday to raise up to $1
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Healthcare Software Firm Waystar Goes IPO Way With Potential $8B Valuation
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August 22, 2023
Waystar Inc, a provider of financial management software for hospitals and medical practices, is reportedly making strides toward an initial public offering (IPO) that could value the company up to $8...
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Second Time Charm: Sagimet Biosciences Seeks Public Debut With $75M IPO
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June 26, 2023
On Friday, Sagimet Biosciences, a clinical-stage biopharmaceutical company, filed with the SEC to raise up to $75 million in an initial public off
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