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home
about us
Investment Approach
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Team Biographies
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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
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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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Featured Quarterly Newsletter
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(OP:
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70.38
-0.32 (-0.45%)
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Updated: 3:59 PM EST, Dec 31, 2025
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Stellantis Stock Joins Undervalued Premium Peers In Goldman’s ‘Attractive Value’ Call Despite Sector Turbulence
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Unity's New Trajectory: Why Its Stock Surge Is Built to Last
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September 22, 2025
Unity's strategic pivot to AI-driven growth is fueling record cash flow and expanding its platform beyond gaming into high-value industrial markets.
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Automotive Semiconductors: Powering the Future of Mobility
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Mercedes-Benz Scales Back EVs In The US, Stops Taking New Orders Citing Low Demand
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July 31, 2025
Mercedes-Benz Group AG has stopped taking new orders for EVs in the US due to low customer demand. This comes after a 25% drop in sales.
Via
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Shoppers Can Soon Fast-Charge EVs At Malls Thanks To Mercedes-Benz, Federal Realty Deal
↗
July 09, 2025
Federal Realty Investment Trust partners with Mercedes-Benz High-Power Charging to install 500+ ultra-fast charging stations at 50 retail centers, enhancing customer experience and supporting EV...
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The AI Frontier: NVIDIA Battles Competition While Forging New Empires
September 17, 2025
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BMW, Mercedes, Volkswagen In Talks With US For Tariff Deal, Says Report
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May 28, 2025
The automakers are hoping for a deal in June, a source told Reuters, while noting that it would rely on the companies pledging substantial investment in the U.S. to convince the administration.
Via
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Beyond Chips: NVIDIA Forges Multi-Trillion Dollar AI Dominance Through Strategic Partnerships and Relentless Innovation
September 17, 2025
NVIDIA (NASDAQ: NVDA) is aggressively positioning itself at the epicenter of a looming multi-trillion-dollar global AI factory buildout, extending its influence far beyond its renowned GPU hardware....
Via
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Consumer Tech News (Apr 28-May 2): Trump May Ease Auto Part Tariffs, House Republicans Tabled $250 Charge On EV & More
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May 04, 2025
Trump to sign Take It Down Act targeting deepfake media, while easing tariffs on foreign parts for US vehicles. Apple reports strong earnings and considers shift to India amid China tariff pressures.
Via
Benzinga
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World Trade
Stephen Miller Says Americans Will Pay More For 'Better-Made' Toys Amid Trump Tariff Fallout, As Industry Warns 'Christmas Is At Risk'
↗
May 02, 2025
As the economic repercussions of President Donald Trump's tariff strategy are felt across the country, White House senior advisor Stephen Miller suggested on Thursday that American consumers would...
Via
Benzinga
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Mercedes-Benz Pulls Annual Earnings Guidance Amid Donald Trump's Tariff Uncertainty, Declining Sales
↗
April 30, 2025
Mercedes-Benz Group withdraws 2025 earnings guidance due to Trump's tariffs, faces challenges with declining profit margins and sales.
Via
Benzinga
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Lyft Scales Into Europe: Can It Take Market Share From Uber?
April 24, 2025
Lyft's 8% market share of the global ride-hailing market trails behind Uber's 25% market share, but its acquisition of FreeNow mobility platform adds Europe
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US Stocks Likely To Open Lower, Analysts Warn 'Prolonged Uncertainty Could Hurt Both US And Global Risk Assets'
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March 28, 2025
U.S. stock futures fell on Friday after two consecutive days of decline on Wednesday and Thursday. Futures of benchmark indices were lower.
Via
Benzinga
Dow Dips 150 Points Following Trump's Auto Tariffs, Verint Systems Slides On Q4 Miss: Greed Index Remains In 'Fear' Zone
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March 28, 2025
U.S. markets closed lower on Thursday due to tariff news, with little change in the CNN Fear & Greed index. S&P 500 and Nasdaq also fell.
Via
Benzinga
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Government
Stocks
World Trade
Stocks Slide As Auto Tariffs Boost Tesla, Rivian And Hit GM, Ford: What's Driving Markets Thursday?
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March 27, 2025
Wall Street dipped slightly on Thursday, with all major indexes edging into the red as investors digested President Donald Trump‘s latest move on auto tariffs.
Via
Benzinga
Trump May Slap A 20% Tariff On EU, Yet April Still Offers Rally Hopes For European Stocks
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March 26, 2025
EU bracing for 20% tariffs from Trump on April 2 deadline. Tariffs may trigger retaliation. Markets react but historical seasonality offers support.
Via
Benzinga
Topics
Government
World Trade
Mercedes Benz Gains Access To Tesla Supercharger Network: Looking To Add 500-1000 Supercharger Stalls A Month In North America, Says EV Giant's Exec
↗
February 07, 2025
Mercedes-Benz's EV drivers in the U.S. can now charge at over 20,000 Tesla supercharger locations using an adapter, the German automaker announced on Thursday.
Via
Benzinga
AI Everywhere At CES 2025 With Spotlight On Nvidia CEO Jensen Huang
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January 02, 2025
The CES 2025 tech trade show will showcase advancements in artificial intelligence, robotics, wearable devices and other hot areas.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Tesla Faces New Challenges As Automakers Push Ionna Joint Venture, NEVI Funds Get Cut
↗
November 18, 2024
Tesla's charging supremacy faces an unprecedented test, with seven automakers forming a joint venture to address charging issues.
Via
Benzinga
European Automakers Criticize Chinese EV Tariffs
↗
October 04, 2024
Via
Benzinga
Germany, Home To Mercedes And BMW, Set To Oppose EU Tariffs On Chinese EVs: Report
↗
October 03, 2024
Germany is poised to vote against the European Union's proposed tariffs on Chinese electric vehicles this Friday. This decision comes after significant pressure from industry leaders on German...
Via
Benzinga
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European Stock Gains May Falter On Geopolitical, Economic Fears
↗
September 30, 2024
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Can NIO Stock Reach $1,000 By Raising Product Prices?
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September 28, 2024
Nio is raising prices by cutting down on discounts. Will this help the stock price increase?
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Mercedes-Benz, Toyota, Mazda Issue Massive Recalls Over Software Defects: NHTSA Warns Of Fire, Brake And Airbag Risks
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September 27, 2024
The recalls are set to begin with dealer notifications in September 2024 and owner notifications by November 2024.
Via
Benzinga
Topics
Product Recall
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