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home
about us
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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
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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The 7 Best Travel Stocks to Buy Now: September 2023
September 11, 2023
Tickers
ABNB
DAL
DIS
EXPE
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DAL
RCL
EXPE
From
InvestorPlace
How Is The Market Feeling About Airbnb?
September 11, 2023
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ABNB
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Trading Ideas
ABNB
From
Benzinga
Prediction: These Could Be the Best Growth Stocks in 2030
September 10, 2023
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ABNB
GLBE
SHOP
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Recent Press Releases
ABNB
Market News
From
Motley Fool
How Has Airbnb Stock Performed Since Getting Slapped With a Short Report?
September 10, 2023
Tickers
ABNB
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Recent Press Releases
ABNB
Market News
From
Motley Fool
2 Brilliant Stocks to Buy Hand Over Fist Right Now
September 09, 2023
Tickers
ABNB
FVRR
Tags
Market News
ABNB
FVRR
From
Motley Fool
4 Stocks With Tons of Cash
September 09, 2023
Tickers
ABNB
COIN
Z
ZM
Tags
ZM
ABNB
Recent Press Releases
From
Motley Fool
Is It Too Late to Buy Airbnb Stock?
September 08, 2023
Tickers
ABNB
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ABNB
Recent Press Releases
Market News
From
Motley Fool
Oil Climbs, iPhone Faces China Ban, UAW Strike Looms: The Week In The Markets
September 08, 2023
Tickers
AAPL
ABNB
ADBE
CPRT
Tags
VLO
GME
small caps
From
Benzinga
This Is What Whales Are Betting On Airbnb
September 08, 2023
Tickers
ABNB
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
Be careful before acting on rumors about Nvidia or any other stock
September 08, 2023
Tickers
AAPL
ABNB
MSOS
NVDA
Tags
MSOS
AAPL
NVDA
From
MarketWatch
New York City Airbnb hosts cancel guests due to new short-term rental laws, leaving them high and dry
September 07, 2023
Tickers
ABNB
BKNG
EXPE
Tags
BKNG
ABNB
EXPE
From
MarketWatch
From Upstart To Establishment - How Airbnb's 51% Bullish Surge This Year Paves The Way For Its Inclusion In The S&P 500 Index
September 07, 2023
Tickers
ABNB
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Benzinga
General
Market News
From
Benzinga
Homeowners locked into ultralow mortgage rates consider Airbnb rentals, but cities are cracking down
September 07, 2023
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ABNB
NWSA
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ABNB
NWSA
From
MarketWatch
2 Stocks to Hold for the Next 20 Years
September 07, 2023
Tickers
ABNB
COST
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COST
Market News
ABNB
From
Motley Fool
3 Travel Stocks Poised to Fly High in 2024
September 06, 2023
Tickers
ABNB
MMYT
RCL
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Market News
NYSE:RCL,NASDAQ:ABNB,NASDAQ:MMYT
MMYT
From
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Disruptive Dynamos: 3 Game-Changing Stocks to Invest in Today
September 06, 2023
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ABNB
MELI
MQ
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MELI
NASDAQ:MELI,NASDAQ:MQ,NASDAQ:ABNB
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From
InvestorPlace
Looking At Airbnb's Recent Unusual Options Activity
September 06, 2023
Tickers
ABNB
Tags
BZI/UOA
Market News
Benzinga
From
Benzinga
Airbnb Stock Is Set to Join the S&P 500. What Does That Mean for Investors?
September 06, 2023
Tickers
ABNB
Tags
ABNB
Recent Press Releases
Market News
From
Motley Fool
2 Numbers That Point to More Growth Ahead for Airbnb Stock
September 06, 2023
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ABNB
Tags
Recent Press Releases
ABNB
Market News
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Motley Fool
How the U.S. housing market got stuck in the ’80s
September 05, 2023
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ABNB
COMP
DJIA
INVH
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From
MarketWatch
New York City begins tough crackdown on Airbnb listings
September 05, 2023
Tickers
ABNB
BKNG
EXPE
Tags
EXPE
ABNB
BKNG
From
MarketWatch
Why America's Car-Mart Are Trading Lower By 12%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
September 05, 2023
Tickers
AAN
ABNB
ADTX
ADXN
Tags
TCOM
HE
Penny Stocks
From
Benzinga
Blackstone marks ‘another important milestone’ with S&P 500 inclusion
September 05, 2023
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ABNB
APO
BX
KKR
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KKR
SPX
BX
From
MarketWatch
GNS Stock Alert: Genius Group Announces Spinoff Ratio
September 05, 2023
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ABNB
GNS
MULN
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Today's Market
Market News
NYSEMKT:GNS,NASDAQ:MULN,NASDAQ:ABNB
From
InvestorPlace
ABNB Stock Alert: Airbnb Gets Big S&P 500 Boost
September 05, 2023
Tickers
ABNB
BX
LNC
NWL
Tags
NASDAQ:ABNB,NYSE:BX,NYSE:LNC,NASDAQ:NWL,NASDAQ:TLRY
Market News
Today's Market
From
InvestorPlace
Brady, Airbnb, Insmed And Other Big Stocks Moving Higher On Tuesday
September 05, 2023
Tickers
ABNB
AUR
BRC
CABA
Tags
CBUS
ZLAB
Market News
From
Benzinga
12 Consumer Discretionary Stocks Moving In Tuesday's Pre-Market Session
September 05, 2023
Tickers
AAN
ABNB
CRMT
ECX
Tags
Benzinga
LXEH
CRMT
From
Benzinga
Why Airbnb Stock Is Rising Tuesday
September 05, 2023
Tickers
ABNB
Tags
why it's moving
Movers
News
From
Benzinga
Stocks and bonds are out of balance. Here’s what could come next.
September 05, 2023
Tickers
AAPL
ABNB
AI
AMC
Tags
NWL
ABNB
BX
From
MarketWatch
Airbnb and Blackstone shares rise on S&P 500 inclusion, and other stocks on the move
September 05, 2023
Tickers
ABNB
ALB
AXP
BFH
Tags
NWL
BFH
SYF
From
MarketWatch
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