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about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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Autodesk Stock Dropped After Offering Long-Term Guidance. Should Investors Be Worried?
September 14, 2021
Tickers
ADSK
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ADSK
Market News
From
Motley Fool
Autodesk Is Down 15% After Q2 Earnings -- Is This a Buying Opportunity?
September 12, 2021
Tickers
ADSK
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ADSK
Market News
From
Motley Fool
Autodesk Insider Trades $3.40 Million In Company Stock
September 10, 2021
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ADSK
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ADSK
Market News
Deborah Clifford
From
Benzinga
2 Software Stocks That Could Be Giving Investors a Buying Opportunity
September 08, 2021
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ADSK
ZM
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ADSK
ZM
Market News
From
Motley Fool
4 Stocks I'm Watching This Week as Potential Buys
September 07, 2021
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ADSK
CRNC
ROKU
SHOP
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ADSK
ROKU
CRNC
From
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Why Investors Should Buy Autodesk Stock Right Now
September 06, 2021
Tickers
ADSK
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ADSK
Market News
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Why PagerDuty Stock Popped Today
September 03, 2021
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BUD
C
NVDA
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BUD
C
PD
From
Motley Fool
These Earnings Winners Are Up Over 10% After Hours Thursday
September 02, 2021
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ADSK
C
DDOG
DJI
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^IXIC
PD
NVDA
From
Motley Fool
Marathon Oil And Occidental Lead The S&P 500
September 02, 2021
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ADSK
DIA
FTCV
HRL
Tags
QQQ
Market News
SPY
From
Benzinga
Expert Ratings For Autodesk
September 02, 2021
Tickers
ADSK
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BZI/AAR
Market News
Benzinga
From
Benzinga
Why Are Autodesk Shares Falling Today?
September 02, 2021
Tickers
ADSK
TECH
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Price Target
Benzinga
why it's moving
From
Benzinga
10 Biggest Price Target Changes For Thursday
September 02, 2021
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ADSK
AI
ASAN
CASY
Tags
Market News
Analyst Ratings
Price Target Changes
From
Benzinga
Moderna And DexCom Lead The Nasdaq-100
September 01, 2021
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ADSK
AI
AMC
BIDU
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After/Hours Center
Benzinga
VRTX
From
Benzinga
Apple’s Concession, Peloton’s Stumble, and Real Estate’s Future
September 01, 2021
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AAPL
ADSK
AMZN
BBY
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AMZN
BBY
WSM
From
Motley Fool
4 Stocks Insiders Are Selling
August 31, 2021
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ADSK
MDLZ
NXPI
SNOW
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Market News
Insider Selling
Benzinga
From
Benzinga
7 AI Stocks to Buy as Tesla Doubles Down on Automation
August 30, 2021
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ADSK
AMZN
BABA
BOTZ
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MSFT
OMRNF
NEMTF
From
InvestorPlace
Autodesk Drops After Q2 Earnings: Why Investors Shouldn't Be Worried
August 28, 2021
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ADSK
ANSS
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ANSS
Market News
ADSK
From
Motley Fool
63 Biggest Movers From Yesterday
August 27, 2021
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ABVC
ADSK
ADTX
ADXS
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JWEL
AVTE
SLQT
From
Benzinga
Etsy And NetApp Lead The S&P 500
August 26, 2021
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ADSK
AMC
CRM
DIA
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DIS
Trading Ideas
Markets
From
Benzinga
What's Going On With Autodesk Shares Today?
August 26, 2021
Tickers
ADSK
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Earnings
Guidance
why it's moving
From
Benzinga
Why Autodesk's Stock Plunged 10% Today
August 26, 2021
Tickers
ADSK
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ADSK
Market News
From
Motley Fool
45 Stocks Moving In Thursday's Mid-Day Session
August 26, 2021
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ABVC
ADSK
ADTX
ADXS
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ASND
BLUW
Penny Stocks
From
Benzinga
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
August 26, 2021
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ADSK
AEHR
CSCW
GDS
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SGOC
Top Gainers
KOPN
From
Benzinga
22 Stocks Moving in Thursday's Pre-Market Session
August 26, 2021
Tickers
ADSK
ADTX
ADXS
AMRX
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WSM
Pre/Market Movers
From
Benzinga
Autodesk (ADSK) Q2 2022 Earnings Call Transcript
August 26, 2021
Tickers
ADSK
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ADSK
Market News
From
Motley Fool
It’s been the wrong year to sell in May and go away. The bull market seems ‘unstoppable,’ experts say
August 26, 2021
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ADSK
CRM
DELL
DG
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ADSK
WDC
VMW
From
MarketWatch
12 Information Technology Stocks Moving In Wednesday's After-Market Session
August 25, 2021
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AVNW
BOX
CMCM
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BZI/TFM
Benzinga
AVNW
From
Benzinga
Autodesk: Q2 Earnings Insights
August 25, 2021
Tickers
ADSK
Tags
Earnings
BZI/Recaps
Benzinga
From
Benzinga
Earnings Scheduled For August 25, 2021
August 25, 2021
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ADSK
AMSWA
ASND
ATHM
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VIOT
LCI
Benzinga
From
Benzinga
Expert Ratings For Autodesk
August 24, 2021
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ADSK
Tags
BZI/AAR
Benzinga
Market News
From
Benzinga
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