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home
about us
Investment Approach
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Market Analysis Summary
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
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Featured Event
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Shell plc
(NY:
SHEL
)
89.92
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Updated: 7:00 PM EDT, Aug 13, 2026
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Shell plc
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GlobeNewswire
Matangi and the Dasa Mahavidyas – New video from Maria Vyasa
August 13, 2026
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AB Newswire
Vital Farms (VITL) Q2 2026 Earnings Call Transcript
↗
August 13, 2026
CEO reports Q2 as financial trough, with margin recovery expected by year-end.
Via
The Motley Fool
Topics
Earnings
Transaction in Own Shares
August 13, 2026
From
Shell plc
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Shell (NYSE:SHEL) Stands Out for Dividend Quality and Sustainable Growth
↗
August 10, 2026
Via
Chartmill
C3.ai vs. CrowdStrike: Which Tech Stock Is a Better Buy in 2026?
↗
August 13, 2026
One specializes in agentic AI for industrial giants; the other dominates cloud security but carries recent operational scars.
Via
The Motley Fool
Topics
Artificial Intelligence
Chevron Just Paid Down $8.4 Billion in Debt. Should You Invest $500 in the Stock Right Now?
↗
August 12, 2026
Chevron does everything at scale, including reducing its debt burden, and that's a good thing for investors.
Via
The Motley Fool
Topics
Economy
Here’s How Much You Would Have Made Owning Shell Stock In The Last 5 Years
↗
August 12, 2026
Shell (NYSE:SHEL) has outperformed the market over the past 5 years by 6.08% on an annualized basis producing an average annual return of 17.79%. Currently, Shell has a market capitalization of $247.98...
Via
Benzinga
Automatic Data Processing vs. C3.ai: Which Tech Stock Is a Better Buy in 2026?
↗
August 12, 2026
One serves a million businesses with steady cash flow; the other burns cash chasing AI dominance. Their risk profiles tell starkly different stories.
Via
The Motley Fool
Topics
Artificial Intelligence
Transaction in Own Shares
August 12, 2026
From
Shell plc
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GlobeNewswire
Monmouth County Divorce Attorney Sylvia Costantino Explains What Sets High Asset Divorces Apart
August 12, 2026
Via
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Topics
Retirement
How to Build a DIY School Science Kit with Resin Specimens
August 11, 2026
Via
AB Newswire
TurnKey Demo Team Releases Comparison Guide Helping Property Owners Choose Between Interior and Full Demolition
August 11, 2026
TurnKey Demo Team, a licensed demolition contractor holding residential and commercial licenses, has published a new comparison guide that breaks down the differences between interior demolition and...
Via
Press Advantage
Thunder Gold Intersects 661.5 Metres of Continuous Gold Mineralization Averaging 0.554 g/t Au
August 11, 2026
Thunder Bay, Ontario--(Newsfile Corp. - August 11, 2026) - Thunder Gold Corp. (TSXV: TGOL) (FSE: Z25) (OTCQB: TGOLF) ("Thunder Gold"...
Via
Newsfile
Transaction in Own Shares
August 11, 2026
From
Shell plc
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GlobeNewswire
Why Trump Media Stock Just Sank 9.4%
↗
August 10, 2026
Trump Media's crypto ambitions just hit a wall.
Via
The Motley Fool
Topics
Government
Stocks
Transaction in Own Shares
August 10, 2026
From
Shell plc
Via
GlobeNewswire
Volta Confirms Gallium Across Full Length of All Three Springer Drill Holes; Highlights Include 236.6 g/t Ga2O3 and 6.41% TREO
August 10, 2026
HIGHLIGHTSGallium mineralization extends significantly beyond the currently defined main rare earth mineralized zones, demonstrating a broader gallium distribution. Gallium mineralization...
Via
Newsfile
Broadstone Net Lease (BNL) Q2 2026 Earnings Call
↗
August 07, 2026
Net lease REIT raises full-year guidance on $303M Colorado data center deal.
Via
The Motley Fool
Shell Divests its European Renewables Assets to TotalEnergies
August 07, 2026
Via
Investor Brand Network
Topics
Economy
Transaction in Own Shares
August 07, 2026
From
Shell plc
Via
GlobeNewswire
Benefits of Advanced Liposomal Nutrition for Modern Wellness
↗
August 06, 2026
Health-conscious consumers aren't just reading supplement labels anymore — they're asking harder questions. Does this ingredient actually get absorbed? Wil
Via
Talk Markets
Transaction in Own Shares
August 06, 2026
From
Shell plc
Via
GlobeNewswire
Custom Backpack LCD Display Manufacturing: OEM/ODM Process Guide
August 05, 2026
Via
AB Newswire
MiningNewsBreaks – Lahontan Gold Corp. (TSX.V: LG) (OTCQB: LGCXF) Reports New Gold Discovery, Expands Santa Fe Potential
August 05, 2026
Via
Investor Brand Network
Global Starch Capsule Market Growing at 3.6% CAGR Through 2032
↗
August 05, 2026
According to a new report from Intel Market Research, the global starch capsule market was valued at USD 1.49 billion in 2024 and is projected to grow from
Via
Talk Markets
Topics
Religion
Transaction in Own Shares
August 05, 2026
From
Shell plc
Via
GlobeNewswire
Director/PDMR Shareholding
August 05, 2026
From
Shell plc
Via
GlobeNewswire
Water Tower Research Publishes Initiation of Coverage Report on Aduro Clean Technologies, Inc., "A Generational Step Change in Hydrocarbon Chemistry & $290 Billion Multi-Sector Opportunity"
August 04, 2026
August 4, 2026, ST. PETERSBURG, FL – Water Tower Research (www.watertowerresearch.com) has published an Initiation of Coverage Report on Aduro Clean Technologies, Inc. (NASDAQ: ADUR) titled, “A...
Via
TheNewswire.com
Press Advantage Reveals What Low Cost Distribution Services Don't Disclose About Content Placement
August 04, 2026
Las Vegas, NV - August 04, 2026 - Press Advantage, a full-service press release distribution company, has released new educational content addressing widespread misconceptions about budget press...
Via
Press Advantage
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