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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
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Fidelity National Information Services
(NY:
FIS
)
42.76
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Updated: 7:00 PM EDT, Aug 11, 2026
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Anthony Scaramucci Knew Abigail Johnson Before She Ran Fidelity — the Quiet Introvert Had What It Took to Reinvent the $13 Billion Financial Empire
↗
Today 3:40 EDT
Anthony Scaramucci recalls Abigail Johnson’s quiet Harvard days and how she later reinvented Fidelity’s $13 trillion empire.
Via
Benzinga
Topics
Product Recall
5 Must-Read Analyst Questions From Fidelity National Financial’s Q2 Earnings Call
Today 1:41 EDT
Fidelity National Financial's second quarter was marked by outperformance versus Wall Street expectations, with management crediting strong commercial transa...
Via
StockStory
Topics
Earnings
SOXX vs. FTEC: Should Investors Choose Semiconductor Stocks or Tech Sector Diversification?
↗
August 11, 2026
Here's how the two funds stack up on factors like price, risk, returns, and diversification.
Via
The Motley Fool
Topics
ETFs
Fidelity National Financial (NYSE:FNF) Posts Mixed Q2: EPS Beats, Revenue Misses
↗
August 05, 2026
Via
Chartmill
Which Consumer Staples ETF Is Better, Fidelity's FSTA or Invesco's PBJ?
↗
August 11, 2026
Fidelity's broader 104-stock portfolio and lower 0.08% expense ratio deliver superior returns and a 2.2% dividend yield.
Via
The Motley Fool
Topics
ETFs
303 Crown Maids Unveils New Dedicated Boulder Page for Transparent, Instant Online House Cleaning
August 11, 2026
Via
PRLog
FIS (FIS) Q2 2026 Earnings Call Transcript
↗
August 11, 2026
Banking Solutions surged amid Capital Markets headwinds from client attrition.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Age 55-64? Here's the Average Retirement Savings for People Your Age
↗
August 11, 2026
Just don't take it to heart. There's plenty to consider besides this statistical information.
Via
The Motley Fool
Topics
Economy
Retirement
GTA 6 Is Raising the Visual Bar — The Next Gaming Era Needs More Than Great Graphics | Game Art Development Company
↗
August 11, 2026
The gaming industry is moving into an era where visual quality is becoming a defining part of the player experience. With GTA VI creating huge anticipation
Via
Talk Markets
Best AI for Corporate Slides in 2026: Oria Against the Generalists
August 10, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Next-Generation Audio Technologies Boosts the Midrange Speakers Market
↗
August 10, 2026
Midrange Speakers Market, valued at a robust USD 1.5 billion in 2024, is on a trajectory of significant expansion, projected to reach USD 2.6 billion by 20
Via
Talk Markets
Should You Stop Saving for Retirement?
↗
August 09, 2026
If you've been saving and investing diligently, you may be able to stop -- or at least slow down.
Via
The Motley Fool
Topics
Economy
Retirement
Advanced Color Line Scan Camera Technologies Fuel Strong Growth Across Web Inspection, Print Inspection, Textile Manufacturing, Surface Inspection, and High-Speed Production Lines
↗
August 08, 2026
Color Line Scan Cameras Market is experiencing robust expansion as manufacturers across automotive, consumer electronics, food and beverage, and pharmaceut
Via
Talk Markets
High-Performance Photomasks Enable Superior Pattern Accuracy, Critical Dimension Control, Defect Reduction, and Reliable Advanced-Node Semiconductor Production
↗
August 08, 2026
14nm and Below 14nm Semiconductor Photomask Market, driven by relentless node scaling and the surge in high‑performance computing, artificial‑intelligence
Via
Talk Markets
Topics
Artificial Intelligence
Fidelity National Financial Q2 Earnings Call Highlights
↗
August 08, 2026
Fidelity National Financial (NYSE:FNF) reported higher second-quarter earnings as strength in its Title segment, including commercial activity and improved margins, offset a still-muted residential...
Via
MarketBeat
Topics
Earnings
Financials or Tech: Is XLF or FTEC the Better Buy?
↗
August 07, 2026
XLF delivers a higher dividend yield with lower volatility, while FTEC has posted a higher return over the past year.
Via
The Motley Fool
Topics
ETFs
The Average 401(k) Balance for Americans Ages 65 to 69 May Surprise You
↗
August 07, 2026
It's probably not the number you expect.
Via
The Motley Fool
Topics
Bonds
Retirement
What Sent IonQ Shares Surging and Whether the Momentum Can Last
↗
August 07, 2026
The quantum computing stock could head even higher over the next few years.
Via
The Motley Fool
AI Cardiovascular Screening System Market to Reach USD 3.20 Billion by 2034
↗
August 07, 2026
According to a new report from Intel Market Research, the global AI Cardiovascular Screening System market was valued at USD 580 million in 2025 and is pro
Via
Talk Markets
Topics
Artificial Intelligence
Peter Lynch Beat the S&P 500 in 11 of His 13 Years Running Magellan. Here's Why He Says "Turning Over the Most Rocks" Is the Key to Winning.
↗
August 06, 2026
The celebrated investor's core philosophy still holds up today.
Via
The Motley Fool
Topics
Stocks
FIS Launches Digital One™ Commercial to Help APAC Banks Scale Business Banking Across Growth Markets
August 05, 2026
From
Fidelity National Information Services
Via
Business Wire
Fidelity National Financial’s (NYSE:FNF) Q2 CY2026 Sales Top Estimates
August 05, 2026
Title insurance company Fidelity National Financial (NYSE:FNF) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 11.4% year on...
Via
StockStory
4 Ways to Lower Your Healthcare Costs in Retirement So They Don't Upend Your Budget
↗
August 05, 2026
There are steps you can take to make one giant expense less of a burden.
Via
The Motley Fool
Topics
Retirement
Peter Lynch Turned Fidelity Magellan From $18 Million Into $14 Billion With a 29% Annual Return. Here's Whether His "Invest in What You Know" Strategy Still Works Today.
↗
August 05, 2026
Lynch's run from 1977 to 1990 is viewed as one of the best ever.
Via
The Motley Fool
Toast To Rally More Than 15%? Here Are 10 Top Analyst Forecasts For Wednesday
↗
August 05, 2026
Wall Street analysts changed outlook on top names. UBS cut Fidelity National Information target, JP Morgan downgraded Ball, Needham raised Hinge Health.
Via
Benzinga
Fidelity National Information Services Q2 Earnings Call Highlights
↗
August 05, 2026
Fidelity National Information Services (NYSE:FIS) reported second-quarter results marked by stronger Banking Solutions growth, expanding margins and sharply higher cash flow, while reducing its...
Via
MarketBeat
Topics
Earnings
Top 10 G-Force Accelerometer Manufacturers Leading the Global MEMS Sensor Market
↗
August 05, 2026
G-Force Accelerometers Market is witnessing a steady upward trajectory as manufacturers across automotive, aerospace, consumer electronics, and industrial
Via
Talk Markets
These S&P500 stocks are moving in today's session
↗
August 04, 2026
Via
Chartmill
Discover which S&P500 stocks are making waves on Tuesday.
↗
August 04, 2026
Via
Chartmill
Gapping S&P500 stocks in Tuesday's session
↗
August 04, 2026
Via
Chartmill
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