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home
about us
Investment Approach
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Firm ADV PDFs
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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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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
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
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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
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Lvmh-Moet H/L/V Unsp/Adr
(OP:
LVMUY
)
125.07
UNCHANGED
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Updated: 4:00 PM EST, Feb 11, 2026
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The Great Sentiment Schism: US Consumer Confidence Hits 12-Year Low Amid Radical Partisan Divide
February 11, 2026
The American consumer is currently living in two different realities. In early 2026, the Conference Board’s Consumer Confidence Index plummeted to a 12-year low of 84.5, a level not seen since the...
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Prediction: The e.l.f. Sell-Off Is a Golden Opportunity
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February 08, 2026
E.l.f. shares made a sudden reversal after big gains.
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The Greenland Gambit: Tariff Threats and the New Era of Arctic Volatility
February 02, 2026
The global financial markets are still reeling after a tumultuous January that saw the return of "Twitter-diplomacy" and high-stakes protectionism. Following President Donald Trump’s aggressive...
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The Gilded Collapse: Saks Global Bankruptcy Signals a Brutal Reckoning for Luxury Retail
January 30, 2026
The early weeks of 2026 have delivered a seismic shock to the high-end retail sector, as the long-feared “Debt Wall” finally claimed its most prestigious victims. On January 13, 2026, Saks Global—the...
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MarketMinute
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S&P 500 Smashes Historic 7,000 Milestone Amidst AI Super-Cycle and Policy Seismic Shifts
January 30, 2026
In a historic display of market resilience and technological optimism, the S&P 500 index officially crossed the 7,000-point threshold on January 28, 2026. This monumental achievement marks a new era...
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The 96 Floor: US Dollar Tumbles as Global Capital Flows Retreat from American Shores
January 28, 2026
The US Dollar Index (DXY) has finally breached the critical psychological support level of 96.00, marking a dramatic shift in the global financial landscape as of late January 2026. This decline, which...
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MarketMinute
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The Gilded Fortress: Analyzing LVMH’s Pivot in a Post-Super-Cycle World
January 28, 2026
Introduction As of January 28, 2026, the global luxury landscape has entered a period of profound transition. After the "roaring twenties" post-pandemic boom, the industry has spent the last 18 months...
Via
Finterra
Topics
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Economy
World Trade
The Greenland Breakthrough: Markets Surge as Trump Scraps European Tariffs in NATO Defense Deal
January 26, 2026
The global financial landscape witnessed a seismic shift this week as the "Greenland Tariff Relief" rally sent major indices to near-record highs. Following a tense standoff that threatened to...
Via
MarketMinute
Topics
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Stocks
1 Growth Stock Down 40% to Buy Right Now
↗
January 25, 2026
E.l.f. Beauty's stock is down, but the company has a lot of opportunities.
Via
The Motley Fool
Topics
World Trade
The Arctic Front: Trump’s ‘Greenland Tax’ Ignites Global Trade War as Stocks Retreat
January 20, 2026
The global financial landscape was upended this weekend as the Trump administration unveiled a radical new trade offensive, dubbed the “Greenland Tax,” aimed at coercing the Kingdom of Denmark into...
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MarketMinute
Topics
Economy
Government
Intellectual Property
Wall Street’s ‘Fear Gauge’ Reclaims the 20 Mark: Why the Greenland Tariff Threat and Earnings Redlining Triggered a Market Reset
January 20, 2026
The CBOE Volatility Index (VIX), often hailed as the stock market’s “fear gauge,” surged past the critical 20.00 threshold on January 20, 2026, marking a significant shift in investor sentiment as the...
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MarketMinute
Topics
Economy
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Stocks
Retail Sales Climb: A Look at Some Potential Stock Winners and Losers
↗
January 18, 2026
Amid strong consumer spending, some categories are shining and others are lagging.
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
World Trade
The Wealth Dividend: How Asset Appreciation Is Keeping the US Economy Afloat in 2026
January 15, 2026
As of mid-January 2026, the American consumer has defied nearly two years of recessionary warnings, but the engine of this resilience has undergone a profound shift. The U.S. economy is currently...
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MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
A Titan Tumbles: Saks Global Files for Chapter 11 as the High Cost of Luxury Consolidation Collides with Reality
January 14, 2026
In a move that signals a seismic shift in the American luxury landscape, Saks Global, the powerhouse entity formed through the high-profile merger of Saks Fifth Avenue and Neiman Marcus, has filed for...
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Economy
US Household Wealth Hits Record $180 Trillion: The AI Wealth Effect and Consumer Resilience in 2026
January 09, 2026
The American economic landscape reached a staggering new peak this week as the Federal Reserve’s latest Financial Accounts of the United States revealed that U.S. household net worth has surpassed $180...
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MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
The Great Decoupling: American Exceptionalism Hits Record Highs While Global Indices Falter
January 07, 2026
As of January 7, 2026, a profound divergence has emerged in the global financial landscape, marking what many analysts are calling "The Great Decoupling." While the S&P 500 (INDEXSP:.INX) has shattered...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Great Divergence: Is the Global Stock Market Rally Splitting at the Seams?
January 07, 2026
As the first week of 2026 draws to a close, the financial world is witnessing a stark decoupling that has left analysts and investors questioning the longevity of the post-pandemic bull run. While the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
1 Growth Stock Down 50% to Buy Right Now
↗
January 03, 2026
E.l.f. Beauty's stock is down, but not out.
Via
The Motley Fool
Topics
World Trade
The Great Admission: Federal Reserve Signals Retreat from the Battle Against Inequality
January 02, 2026
As the calendar turns to 2026, the global financial community is grappling with a stark admission from the world’s most powerful central bank. In a series of year-end communications, most notably a...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
The Beauty of a Turnaround: Why Ulta Beauty is Reclaiming Its Throne in 2025
December 25, 2025
Ulta Beauty enters the final week of 2025 as a triumph of resilient retail strategy. Just 18 months ago, investors were fleeing the stock as competition from Sephora—owned by LVMH (OTC: LVMUY)—and the...
Via
PredictStreet
Topics
World Trade
The Apple-fication of the Dow: How Mega-Cap Leadership is Rewriting the Playbook for Global Brands
December 24, 2025
As 2025 draws to a close, a new paradigm of corporate governance has taken hold of the financial markets: the "Apple-fication" of the Dow Jones Industrial Average. This trend, characterized by...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Great Disconnect: Why Booming 2025 GDP Feels Like a Recession to Main Street
December 23, 2025
As the curtain closes on 2025, the United States economy presents a baffling paradox that has left economists and policymakers scrambling for answers. On paper, the nation is thriving: third-quarter...
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MarketMinute
Topics
Credit Cards
Economy
World Trade
Profit Powerhouse: Strong Earnings Outlook Defies Market Slips, Signaling Continued Bull Run for US Stocks
December 16, 2025
Despite recent pockets of volatility and "slips" in the U.S. stock market during late 2025, a robust corporate profit outlook is emerging as a powerful counter-narrative, fueling investor optimism and...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Precious Metals Roar: Silver Hits All-Time High as Gold Surges Amidst Global Uncertainty
December 01, 2025
The evening of December 1, 2025, witnessed a dramatic surge in the precious metals market, sending ripples of excitement and concern across global financial landscapes. Silver, the "white metal,"...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
U.S. Consumer Spending Falters: Fed's Beige Book Signals Economic Headwinds and Potential Policy Shifts
November 28, 2025
Washington D.C. – November 28, 2025 – The latest Federal Reserve Beige Book report, released on November 26, 2025, paints a concerning picture of declining U.S. consumer spending, signaling potential...
Via
MarketMinute
Topics
Economy
World Trade
Gold Shines Bright: Tepid US Data Fuels Fed Rate Cut Bets, Pushing Prices Near Two-Week Peak
November 26, 2025
New York, NY – November 26, 2025 – Gold prices have surged to a near two-week peak, currently hovering around $4,172.18 per ounce, as a slew of tepid U.S. economic data points has dramatically...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Consumer Discretionary Sector Soars as Economic Optimism and Rate Cut Hopes Fuel Broad Market Rally
November 24, 2025
New York, NY – November 24, 2025 – The S&P 500 Consumer Discretionary Sector experienced a noteworthy surge today, leading the charge in a broad market rally driven by escalating economic optimism and...
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MarketMinute
Topics
Economy
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Supply Chain
Consumer Discretionary Sector Soars Amidst Bullish Economic Outlook
November 21, 2025
The Consumer Discretionary sector in the S&P 500 demonstrated robust positive movement today, November 21, 2025, signaling a strong resurgence in investor confidence and an optimistic forecast for...
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MarketMinute
Topics
Economy
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The Golden Standard: How Ancient Symbolism Underpins Modern Market Value of Gold and Silver
November 18, 2025
The shimmering allure of gold and silver has captivated humanity for millennia, transcending mere material worth to become profound symbols of excellence, achievement, and enduring value. From ancient...
Via
MarketMinute
Topics
ETFs
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Federal Reserve Rate Cuts: A Mixed Blessing for 2025 Holiday Shoppers
November 13, 2025
The financial markets are abuzz with speculation and expert analysis regarding the Federal Reserve's anticipated rate cuts and their potential ripple effects on consumer behavior and spending during...
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MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
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