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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
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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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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
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Event Schedule
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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
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Updated: 3:59 PM EDT, Aug 27, 2026
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2 Mid-Cap Stocks with Promising Prospects and 1 Facing Headwinds
August 27, 2026
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August 20, 2026
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta y...
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Moog Celebrates 75 Years of Innovation with New Advanced Integrated Manufacturing Facility, Workforce Investment and STEM Scholarship Initiative
August 14, 2026
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2 Cash-Producing Stocks to Target This Week and 1 We Turn Down
August 05, 2026
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand. Luc...
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Moog Q3 Earnings Call Highlights
↗
July 31, 2026
Moog (NYSE:MOG.A) reported record third-quarter fiscal 2026 sales of $1.1 billion, up 15% from a year earlier, as demand increased across its aerospace, defense and industrial businesses. The company...
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Moog Inc. Announces Cash Dividend
July 31, 2026
From
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Business Wire
Moog Inc. Achieves Record Third Quarter 2026 Results Through Operational Excellence and Raises Full-Year Guidance
July 31, 2026
From
Moog Inc.
Via
Business Wire
Moog Is More Than a Missile Maker, and Wall Street Is Noticing
↗
July 22, 2026
JPMorgan initiated Moog Inc. (NYSE: MOG.A) with an Overweight rating and $520 price target, citing diversified exposure to missiles, aerospace, automation and AI infrastructure demand.
Via
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Moog Inc. to Announce Third Quarter Fiscal 2026 Earnings on July 31, 2026
July 15, 2026
From
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Moog Inc. Announces Election of Mr. Carl R. Christenson to Board of Directors
July 06, 2026
From
Moog Inc.
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Business Wire
3 Profitable Stocks We Approach with Caution
July 02, 2026
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifi...
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1 High-Flying Stock Worth Your Attention and 2 Facing Challenges
June 25, 2026
“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the ...
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Winners And Losers Of Q2: Moog (NYSE:MOG.A) Vs The Rest Of The Aerospace Stocks
June 23, 2026
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Moog (NYSE:MOG.A) and its pee...
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1 Cash-Producing Stock Worth Your Attention and 2 We Brush Off
May 22, 2026
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient...
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Echodyne and Moog Successfully Demonstrate Reconfigurable Integrated-weapon Platform (RIwP®) at U.S. Army Exercise
May 19, 2026
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2 Industrials Stocks to Consider Right Now and 1 We Question
May 04, 2026
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But their prominence also brings hig...
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Moog Inc. Announces Cash Dividend
April 24, 2026
From
Moog Inc.
Via
Business Wire
Moog Inc. Reports Outstanding Second Quarter 2026 Results and Raises Full-Year Guidance
April 24, 2026
From
Moog Inc.
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Business Wire
Reflecting On Aerospace Stocks’ Q2 Earnings: Moog (NYSE:MOG.A)
April 19, 2026
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Moog (NYSE:MOG.A) and its pee...
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Textron, Moog, and Curtiss-Wright Stocks Trade Up, What You Need To Know
April 17, 2026
What Happened? A number of stocks jumped in the afternoon session after the de-escalation of Middle East tensions improved the long-term demand forecast for ...
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Moog Inc. to Announce Second Quarter Fiscal 2026 Earnings on April 24, 2026
April 16, 2026
From
Moog Inc.
Via
Business Wire
Woodward, Moog, and Ducommun Shares Are Soaring, What You Need To Know
April 08, 2026
What Happened? A number of stocks jumped in the afternoon session after the U.S. and Iran agreed to a two-week ceasefire, pausing a conflict that had sent eq...
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Aerospace Stocks Q2 Results: Benchmarking Moog (NYSE:MOG.A)
March 25, 2026
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Moog (NYSE:MOG.A) and its pee...
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Why Moog (MOG.A) Stock Is Up Today
March 23, 2026
What Happened? Shares of precision motion and control systems manufacturer Moog (NYSE:MOG.A) jumped 4.8% in the afternoon session after the company was added...
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3 High-Flying Stocks We Keep Off Our Radar
March 19, 2026
Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expecta...
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Moog Inc. Announces Pricing of Senior Notes
March 10, 2026
From
Moog Inc.
Via
Business Wire
Moog Inc. Announces Offering of Senior Notes
March 10, 2026
From
Moog Inc.
Via
Business Wire
Q2 Earnings Highs And Lows: Moog (NYSE:MOG.A) Vs The Rest Of The Aerospace Stocks
March 09, 2026
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the aerospace industry, including Moog (NY...
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Moog, Comfort Systems, Viavi Solutions, nLIGHT, and Sterling Shares Are Falling, What You Need To Know
March 05, 2026
What Happened? A number of stocks fell in the afternoon session after geopolitical tensions in the Middle East escalated, sent oil prices soaring and reignit...
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