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home
about us
Investment Approach
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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
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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Goldman Sachs Group
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Updated: 4:10 PM EST, Jan 5, 2026
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Today 17:04 EST
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Today 14:35 EST
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S&P 500 Chases Dow Jones to Record Territory as Energy and Financials Take the Reins
Today 14:31 EST
As the first full trading week of 2026 gets underway, the S&P 500 (NYSEARCA:SPY) is mounting a determined charge toward uncharted territory, following a trail blazed by the Dow Jones Industrial...
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Crude Oil Braces for Impact: Technicals Tighten as Venezuela Enters U.S.-Led Transition
Today 14:30 EST
The global energy landscape shifted dramatically over the weekend of January 3–4, 2026, as news broke of a U.S.-led military operation resulting in the capture of Venezuelan President Nicolás Maduro....
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Today 14:25 EST
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The Great Rebalancing: Wall Street Abandons Silicon Valley for the 'Security Supercycle' and Value
Today 14:21 EST
The Great Rebalancing: Wall Street Abandons Silicon Valley for the 'Security Supercycle' and Value As the first week of 2026 comes to a close, a seismic shift in capital allocation is reshaping the...
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Alpha Restored: How D.E. Shaw and Bridgewater Navigated 2025’s Volatility to Reshape Institutional Playbooks for 2026
Today 14:19 EST
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Goldman Leads Dow Jones As These Financial Firms Break To New Highs
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US Energy Stocks Surge as 'Operation Absolute Resolve' Upends Venezuelan Oil Industry
Today 14:10 EST
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TSMC Hits Record High as Goldman Sachs Predicts 'Multi-Year' AI Supercycle; 2nm Production Begins
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The Powell Finale: Federal Reserve Braces for Leadership Overhaul as Rate Cut Hopes Fade
Today 14:03 EST
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Dow Jones Shatters 49,100 Record as Venezuela Turmoil Sparks Massive Blue-Chip Rotation
Today 14:02 EST
The Dow Jones Industrial Average (DJIA) surged to a historic milestone on Monday, January 5, 2026, crossing the 49,100 threshold for the first time in history. This monumental rally, which saw the...
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Dow Jones Hits Historic 49,100 Milestone: Analyzing the Catalysts Behind the New All-Time High
Today 14:00 EST
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Chunhui Lewan to List on U.S. Exchange as First Chinese Digital Culture & Tourism Firm
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Why Is Coinbase (COIN) Stock Soaring Today
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Prediction: 2 Magnificent Companies That Can Kick Off 2026 With a Historic Stock-Split Announcement
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Today 3:26 EST
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