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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
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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
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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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Saputo
(TSX:
SAP
)
40.83
UNCHANGED
Streaming Delayed Price
Updated: 1:00 PM EST, Dec 24, 2025
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All News about Saputo
Canada's Grocery Aisles Under Siege: Commodity Trends Fueling Persistent Food Inflation
December 15, 2025
Canada's annual inflation rate has shown signs of stabilization, hovering at 2.2% in November 2025, but a closer look reveals a concerning trend: grocery prices continue their relentless climb,...
Via
MarketMinute
Topics
Climate Change
Economy
Supply Chain
Dairy Market Braces for a "Tsunami of Milk" in 2026: Rising Production and Price Pressures Reshape the Landscape
December 09, 2025
Global dairy markets are on the cusp of a significant recalibration as 2026 approaches, with an anticipated surge in milk production expected to create a substantial oversupply and intensify price...
Via
MarketMinute
Topics
Bankruptcy
Economy
Supply Chain
Dairy Sector Braces for 2026: A 'Glut' in Global Markets Signals 37c/L Milk Price and Widespread Strain
December 08, 2025
Dublin, Ireland – December 8, 2025 – The global dairy industry is on the cusp of a significant downturn, with forecasts pointing to a challenging 2026 driven by a persistent 'glut' in the international...
Via
MarketMinute
Topics
Economy
Supply Chain
World Trade
Dairy and Beef Sectors Emerge as Resilient Pillars Amidst Agricultural Headwinds
November 24, 2025
November 24, 2025 – As the broader agricultural economy grapples with the persistent pressure of low commodity prices, particularly impacting grain farmers, the dairy and beef sectors are shining as...
Via
MarketMinute
Topics
Economy
Dairy Deluge: Soaring Milk Production Threatens Price Collapse as Supply Outpaces Demand
November 13, 2025
The U.S. dairy market is bracing for significant price adjustments following the U.S. Department of Agriculture's (USDA) recently released Milk Production Report for September 2025. The report, a...
Via
MarketMinute
Topics
Climate Change
Economy
Supply Chain
Global Dairy Market Braces for Price Cuts as Supply Outpaces Demand, Fonterra in Focus
November 05, 2025
The global dairy market is currently navigating a period of significant imbalance, with a robust surge in supply threatening to overwhelm sustained, albeit not sufficiently strong, global demand. This...
Via
MarketMinute
Topics
Economy
Enthusiast Gaming Teams Up with Frigo Cheese Heads
September 12, 2024
Collaboration includes media sponsorship featuring Cheese Heads branded snacks during the Season 3 debut of NFL Tuesday Night Gaming
From
Enthusiast Gaming Inc.
Via
GlobeNewswire
Saputo Cheese USA Inc. Recalls Certain Cheese Products Due to Potential Contamination of Listeria Monocytogenes
October 01, 2022
From
Saputo Inc.
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