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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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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
Bond Fund Seminar
RSVP-Signup Form
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Air Canada
(TSX:
AC
)
18.44
+0.20 (+1.10%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Oct 31, 2025
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All News about Air Canada
Canadian Dollar Stumbles as Slowing Economy and Hawkish Fed Cast Long Shadow
October 31, 2025
Toronto, ON – October 31, 2025 – The Canadian Dollar (CAD), affectionately known as the "loonie," has recently experienced a significant weakening against major global currencies, particularly the U.S....
Via
MarketMinute
Topics
Economy
World Trade
Canadian Dollar Navigates Turbulent Waters: Commodity Ties Weaken Amidst Policy Divergence and Global Headwinds
October 10, 2025
The Canadian Dollar (CAD) has experienced a tumultuous period over the past year, grappling with a complex web of global economic shifts, diverging monetary policies, and a notable weakening of its...
Via
MarketMinute
Topics
Economy
Energy
World Trade
Commodity Crossroads: How Volatile Oil and Metal Prices Are Reshaping Global and TSX Stock Futures
September 30, 2025
As of late September 2025, global financial markets are experiencing a period of heightened sensitivity to commodity price fluctuations, particularly in the oil and metals sectors. These movements are...
Via
MarketMinute
Topics
Economy
Airline Menus Set for a Well-Deserved Upgrade, Involving Fresher, Healthier Foods
September 16, 2022
FN Media Group Presents USA News Group News Commentary Vancouver, BC – September 16, 2022 – USA News Group – How frequent fliers are fed is about to change, as many of the airline industry’s top...
Via
FinancialNewsMedia
Growing Number of Airlines Adding More Healthy Options To Their In-Flight Menus
September 15, 2022
Palm Beach, FL – September 15, 2022 – FinancialNewsMedia.com News Commentary – The airline industry is projecting an industry-wide return to profitability in 2023, and full recovery in 2024. Along the...
Via
FinancialNewsMedia
PANGEA EXPANDS MUNCHIE MIX DISTRIBUTION WITH BRITISH AIRWAYS PARTNERSHIP
September 12, 2022
Vancouver, BC – September 12, 2022 – Pangea Natural Foods Inc. (CSE: PNGA) (OTCQB: PNGAF) (“Pangea” or the “Company”), a natural food company, is pleased to announce a partnership with British Airways...
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FinancialNewsMedia
The Global In-Flight Catering Services Market Projected To Reach $22.4 Billion By 2025
September 12, 2022
Palm Beach, FL – September 12, 2022 – FinancialNewsMedia.com News Commentary – Airlines are rebounding from COVID in a large way. According to IATA (International Air Transport Association) North...
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FinancialNewsMedia
Topics
Economy
Religion
Fliers More Frequently Requesting Tastier, Healthier Food on their In-Flight Menus
September 07, 2022
FN Media Group Presents USA News Group News Commentary Vancouver, BC – September 7, 2022 – USA News Group –Rebounding from the previous slowdowns, the airline industry is in a resurgence that’s...
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