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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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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
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CVR Partners, LP Common Units representing Limited Partner Interests
(NY:
UAN
)
128.03
+0.71 (+0.56%)
Streaming Delayed Price
Updated: 11:29 AM EDT, Apr 23, 2026
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World Bank Forecasts 6-Year Commodity Lows in 2026 While Fertilizer Prices Skyrocket
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As of April 14, 2026, the global economy finds itself at a jarring crossroads. The World Bank’s latest Commodity Markets Outlook reveals a stark dichotomy: while aggregate commodity prices are...
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CF Stock Has Gained Over 20% Since The Start Of The US-Iran-Israel Conflict – Here’s Why Analysts See Further Upside
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March 12, 2026
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Earnings Scheduled For October 29, 2025
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October 29, 2025
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July 30, 2025
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February 26, 2026
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CVR Partners (UAN) Q4 2025 Earnings Transcript
↗
February 19, 2026
CVR Partners (UAN) Q4 2025 Earnings Transcript
Via
The Motley Fool
CVR Partners Files Form 10-K Annual Report For Fiscal Year Ended December 31, 2025
February 18, 2026
From
CVR Partners, LP
Via
Business Wire
CVR Partners Reports Fourth Quarter and Full-Year 2025 Results
February 18, 2026
From
CVR Partners, LP
Via
Business Wire
CVR Partners to Release Fourth Quarter and Full-Year 2025 Earnings Results
February 05, 2026
From
CVR Partners, LP
Via
Business Wire
Why CVR Energy Stock Slumped Today
↗
January 26, 2026
It seems the company won't wow Mr. Market with its 2025 performance.
Via
The Motley Fool
CVR Partners Reports Preliminary Estimated Fourth Quarter and Full-Year 2025 Results
January 26, 2026
From
CVR Partners, LP
Via
Business Wire
Why a 15% Dividend Wasn’t Enough to Keep This $3.3 Million Position
↗
January 23, 2026
Trinity Capital provides venture debt and equipment financing to growth-stage tech companies seeking non-dilutive capital solutions.
Via
The Motley Fool
Topics
Regulatory Compliance
Outfront Media Surges 40% in One Year, Then Gets Cut Loose Despite 'Exceptional Performance'
↗
January 23, 2026
This out-of-home advertising REIT connects brands with urban audiences through a broad network of billboard and transit assets.
Via
The Motley Fool
Topics
Regulatory Compliance
CVR Partners Announces Preliminary 2026 Capital Spending Plan
January 05, 2026
From
CVR Partners, LP
Via
Business Wire
3 Ultra-High Dividend Yield Picks for the New Year
↗
December 15, 2025
Via
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Topics
Artificial Intelligence
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Top 2 Materials Stocks That May Keep You Up At Night This Quarter
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Via
Benzinga
CVR Partners (UAN) Q3 2025 Earnings Transcript
↗
November 01, 2025
CVR Partners (UAN) Q3 2025 Earnings Transcript
Via
The Motley Fool
Topics
Earnings
Energy
World Trade
CVR Partners Reports Third Quarter 2025 Results
October 29, 2025
From
CVR Partners, LP
Via
Business Wire
CVR Partners to Release Third Quarter 2025 Earnings Results
October 16, 2025
From
CVR Partners, LP
Via
Business Wire
CVR Partners UAN Q2 2025 Earnings Call Transcript
↗
August 04, 2025
Via
The Motley Fool
Topics
Earnings
Energy
Cvr Partners (UAN) Q2 Profit Jumps 48%
↗
August 01, 2025
Via
The Motley Fool
Topics
Energy
CVR Partners Reports Second Quarter 2025 Results
July 30, 2025
From
CVR Partners, LP
Via
GlobeNewswire
CVR Partners to Release Second Quarter 2025 Earnings Results
July 17, 2025
From
CVR Partners, LP
Via
GlobeNewswire
CVR Partners 2024 Schedule K-3 Now Available
June 24, 2025
From
CVR Partners, LP
Via
GlobeNewswire
CVR Partners Reports First Quarter 2025 Results
April 28, 2025
From
CVR Partners, LP
Via
GlobeNewswire
Earnings Scheduled For April 28, 2025
↗
April 28, 2025
Via
Benzinga
CVR Partners to Release First Quarter 2025 Earnings Results
April 15, 2025
From
CVR Partners, LP
Via
GlobeNewswire
CVR Partners Files Form 10-K Annual Report For Fiscal Year Ended December 31, 2024
February 19, 2025
From
CVR Partners, LP
Via
GlobeNewswire
CVR Partners Reports Fourth Quarter and Full-Year 2024 Results
February 18, 2025
From
CVR Partners, LP
Via
GlobeNewswire
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