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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
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
Featured Articles
Contrarian Notes Blog
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Apple, AMD, Palantir Earnings On Deck This Week As Market Seeks Positive Catalysts In Fed Decision Week
October 30, 2023
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ADM
AGYS
AJG
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YUMC
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October 24, 2023
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Top 3 Dividend Kings to Secure Your Portfolio’s Long-Term Success
October 24, 2023
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US Stock Futures Surge Ahead Of Microsoft, Google Earnings: Analyst Says 'Magnificent Seven' Unlikely To See Tesla-Like Volatility After Results
October 24, 2023
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Benzinga
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A Preview Of Archer-Daniels Midland's Earnings
October 23, 2023
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Benzinga
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Amazon, Alphabet, Meta, Intel Q3 Earnings This Week: Will Mega-Caps Shatter Forecasts And Revive Market?
October 23, 2023
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AA
ADM
AGYS
AJG
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Piper Sandler
EW
From
Benzinga
5 Value Stocks To Watch In The Consumer Defensive Sector
October 20, 2023
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BRID
CHGG
FDP
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What 4 Analyst Ratings Have To Say About Archer-Daniels Midland
October 19, 2023
Tickers
ADM
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ADM
Benzinga
BZI/AAR
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Here's How Much $100 Invested In Archer-Daniels Midland 20 Years Ago Would Be Worth Today
October 13, 2023
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ADM
Benzinga
Earnings
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Why you can (mostly) trust the stock market’s current ‘buy’ signals
October 12, 2023
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CHEF
CRON
DLR
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5 Value Stocks In The Consumer Defensive Sector
October 06, 2023
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IH
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Stock market is oversold — but investors don’t believe it yet
October 05, 2023
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Here's How Much You Would Have Made Owning Archer-Daniels Midland Stock In The Last 20 Years
October 03, 2023
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Stocks are stuck in the breakdown lane and repairs will take time
September 28, 2023
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CHEF
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Dividend Aristocrats may shine again if the Fed causes another bad year for the stock market
September 28, 2023
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Where to Invest $10,000 in a Bear Market
September 22, 2023
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The bullish case for U.S. stocks is getting weaker
September 21, 2023
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Bullet Proof Your Portfolio: 3 Must-Have Defensive Stocks for 2023
September 20, 2023
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UTHR
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Stocks are trapped in a trading range. Something’s got to give.
September 14, 2023
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BKR
CRON
DIS
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DIS
TEVA
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$100 Invested In Archer-Daniels Midland 20 Years Ago Would Be Worth This Much Today
September 11, 2023
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Benzinga
Stock investors want direction. But you won’t like what the market is saying.
September 07, 2023
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BKR
CRON
DIS
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VTRS
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$100 Invested In Archer-Daniels Midland 20 Years Ago Would Be Worth This Much Today
September 05, 2023
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ADM
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7 Defensive Stocks to Buy as the Market Suffers Indigestion
September 04, 2023
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CL
JACK
LOW
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MDLZ
LOW
From
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Stock market bulls are still on top
August 31, 2023
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CRON
EQR
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The 3 Most Promising Dividend Stocks to Own Now
August 30, 2023
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AFL
CVX
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NYSE:CVX,NYSE:AFL,NYSE:ADM
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InvestorPlace
If the S&P 500 breaks this key support level, bulls will be in trouble
August 24, 2023
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CRON
EEM
EQR
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ORIC
KOPN
X
From
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7 Stocks That Wall Street Is Ignoring (But Shouldn’t Be!)
August 20, 2023
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BNRE
CI
TITN
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WKC
Market News
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$1000 Invested In Archer-Daniels Midland 20 Years Ago Would Be Worth This Much Today
August 16, 2023
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ADM
Tags
ADM
Benzinga
News
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The 3 Best Stocks to Buy in August for a Hedge Against Inflation
August 11, 2023
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ADM
FNV
GOLD
INFL
Tags
TPL
NYSE:TPL,NYSE:ADM,NYSE:FNV,NYSEARCA:INFL,NYSE:GOLD,NYSE:VALE,NYSE:TECK,NYSE:SBSW
TECK
From
InvestorPlace
Here's How Much $1000 Invested In Archer-Daniels Midland 20 Years Ago Would Be Worth Today
July 31, 2023
Tickers
ADM
Tags
Market News
Earnings
News
From
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