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home
about us
Investment Approach
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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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Analog Devices Beats Q3; Shares Drop As Macros Continue To Impact Bookings
August 17, 2022
Tickers
ADI
TECH
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Earnings
Tech
Guidance
From
Benzinga
Recap: Analog Devices Q3 Earnings
August 17, 2022
Tickers
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ADI
Market News
Benzinga
From
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Nasdaq Futures Retreat Sharply As Investors Look Ahead To Retail Sales Data, FOMC Minutes; Apple Doesn't Budge Despite Twin Price Target Hikes
August 17, 2022
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ADI
BBBY
QQQ
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Benzinga
Economics
From
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Insider Selling This Stock Ahead Of Earnings; Also Check Out These 3 Other Stocks Insiders Are Selling
August 17, 2022
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ADI
CME
PSMT
ZM
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PSMT
Markets
Insider Selling
From
Benzinga
Earnings Scheduled For August 17, 2022
August 17, 2022
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ADI
AMCR
BBWI
BEST
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EXAI
SQM
ADI
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The S&P 500 May Be Breaking Away From The Suppression Of A Strong Dollar
August 16, 2022
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From
Benzinga
Preview: Analog Devices Earnings
August 16, 2022
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ADI
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Market News
Benzinga
From
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Oil Prices Fall In Premarket Action Pulling Chevron, Exxon, And Occidental Downward
August 15, 2022
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ADI
AMAT
BKE
CSCO
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From
Benzinga
Q2 Retail Earnings Preview: Walmart, Home Depot, Lowe's, Target, BJ's, Kohl's And More
August 15, 2022
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ADI
AMAT
BJ
COIN
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Benzinga
If You Invested $100 In This Stock 5 Years Ago, You Would Have $200 Today
August 12, 2022
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ADI
Tags
Earnings
Dividends
BZI/POD
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Benzinga
Investors Favored "Risk On" Assets During Thursday's Rally
August 12, 2022
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Benzinga
Peak Inflation: July CPI Report Was Much Better Than Expected
August 10, 2022
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BAM
BRK-A
CAH
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HMC
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From
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Just do it: Buy these 3 powerhouse consumer stocks that company insiders love
August 04, 2022
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LNNGY
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LNNGY
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From
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My Favorite Semiconductor Stock Is One You May Not Know About
August 04, 2022
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INTC
NVDA
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Market News
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Motley Fool
HP, Electronic Arts And 2 Other Stocks Insiders Are Selling
August 03, 2022
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EA
HPQ
WSM
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WSM
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Benzinga
ON Set To Gain From Winning Tesla As Customer, Expand Valuation According To Analysts Who Bumped Up Price Targets
August 02, 2022
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ON
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Reiteration
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Benzinga
7 Semiconductor Stocks to Buy and Hold Forever
July 28, 2022
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AMD
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From
InvestorPlace
$100 Invested In This Stock 10 Years Ago Would Be Worth $400 Today
July 27, 2022
Tickers
ADI
Tags
News
Market News
Dividends
From
Benzinga
Texas Instruments stock rises on earnings beat, outlook
July 26, 2022
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COMP
NXPI
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SOX
From
MarketWatch
10 Information Technology Stocks Whale Activity In Today's Session
July 25, 2022
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AAPL
ADI
CSCO
INTC
Tags
TXN
BZI/AUOA
AAPL
From
Benzinga
7 Best Semiconductor Stocks to Buy Now
July 22, 2022
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ADI
AMD
INTC
KLAC
Tags
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Market News
AMD
From
InvestorPlace
4 Stocks Insiders Are Selling: Snap, Analog Devices And More
July 21, 2022
Tickers
ADI
HUBS
K
SNAP
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K
ADI
SNAP
From
Benzinga
Deutsche Bank Maintains Hold Rating for Analog Devices: Here's What You Need To Know
July 20, 2022
Tickers
ADI
Tags
BZI/AAR/UPDATE
Analyst Ratings
ADI
From
Benzinga
Expert Ratings for Analog Devices
July 20, 2022
Tickers
ADI
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Market News
Benzinga
ADI
From
Benzinga
6 Undervalued Nasdaq Stocks to Buy Before Wall Street Catches On
July 15, 2022
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AVGO
BKNG
RADI
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RADI
ADI
SITM
From
InvestorPlace
Are chip stocks set up for a short squeeze, or just more declines? Wall Street doesn’t seem sure
July 13, 2022
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ADI
AMAT
AMD
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NVDA
MRVL
ASML
From
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The 6 Most Aggressive Growth Stocks to Buy in July
July 12, 2022
Tickers
ADI
GKOS
LTHM
RADI
Tags
SITM
NYSE:GKOS,NYSE:LTHM,NASDAQ:SITM,NASDAQ:SLAB,NASDAQ:ADI,NASDAQ:RADI
RADI
From
InvestorPlace
$1000 Invested In This Stock 15 Years Ago Would Be Worth $3,800 Today
July 11, 2022
Tickers
ADI
Tags
Dividends
BZI/POD
Earnings
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
July 07, 2022
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AAPL
ADI
AMD
CRM
Tags
Benzinga
MU
Options
From
Benzinga
Needham Slashes Revenue, Earnings Projections, Price Targets of Majority Semiconductor Stocks: Key Takeaways
July 05, 2022
Tickers
ADI
ALGM
AMBA
CRDO
Tags
NVTS
SMTC
Analyst Color
From
Benzinga
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