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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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10 Worst Performing Large-Caps Last 12 Months
May 22, 2025
Tickers
AES
ALB
APA
BIIB
Tags
APA
Market News
EL
From
TalkMarkets
What's Driving the Market Sentiment Around AES?
May 16, 2025
Tickers
AES
Tags
Short Sellers
AES
Market News
From
Benzinga
Utilities Hit Highest Levels Since 2024 As Trade Jitters Drive Investors To Safety
May 06, 2025
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AES
CEG
ECON
ED
Tags
XLP
Market News
XLB
From
Benzinga
Earnings Scheduled For May 2, 2025
May 02, 2025
Tickers
ABR
AES
AIRS
AMRX
Tags
SES
AIRS
BEP
From
Benzinga
AES's Earnings: A Preview
May 01, 2025
Tickers
AES
Tags
Earnings
Market News
Benzinga
From
Benzinga
Peering Into AES's Recent Short Interest
April 17, 2025
Tickers
AES
Tags
Short Ideas
Trading Ideas
AES
From
Benzinga
Have $500? 3 Absurdly Cheap Stocks Long-Term Investors Should Buy Right Now
April 15, 2025
Tickers
AES
CCL
COTY
GS
Tags
COTY
Market News
GS
From
Motley Fool
Wall Street's Most Accurate Analysts Spotlight On 3 Utilities Stocks Delivering High-Dividend Yields
April 10, 2025
Tickers
AES
AVA
NEWS
NWN
Tags
Benzinga
Price Target
AES
From
Benzinga
This General Motors Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday
April 10, 2025
Tickers
AES
BWA
F
GM
Tags
Trading Ideas
Markets
Pre/Market Outlook
From
Benzinga
Stock Of The Day: AES Hovers Near Resistance — Will It Break Out Or Reverse?
March 14, 2025
Tickers
AES
Tags
Stories That Matter
Stock of the Day
Trading Ideas
From
Benzinga
S&P 500 Enters Technical Correction As Trade War Fears Rattle Markets
March 13, 2025
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ABNB
ADBE
AES
DG
Tags
Economics
AES
Benzinga
From
Benzinga
G-III Apparel Posts Better-Than-Expected Earnings, Joins Ballard Power Systems, Dollar General And Other Big Stocks Moving Higher On Thursday
March 13, 2025
Tickers
ADV
AES
ALGM
AVAH
Tags
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ALGM
Intraday Update
From
Benzinga
3 Magnificent S&P 500 Dividend Stocks Down 20% to 63% to Buy and Hold Forever
March 09, 2025
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AES
KO
MRK
PEP
Tags
PEP
MRK
^GSPC
From
Motley Fool
This Medtronic Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday
March 04, 2025
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AES
HSBC
MDT
NDSN
Tags
Trading Ideas
NDSN
News
From
Benzinga
Earnings Scheduled For February 27, 2025
February 27, 2025
Tickers
AAON
ABCL
ACA
ACEL
Tags
SJ
FUN
GDOT
From
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Utilities Stocks Delivering High-Dividend Yields
February 26, 2025
Tickers
AES
D
NEWS
POR
Tags
D
Utilities
News
From
Benzinga
3 Magnificent S&P 500 Dividend Stocks Down 36% to 64% to Buy and Hold Forever
February 24, 2025
Tickers
AES
F
MRK
Tags
F
MRK
Recent Press Releases
From
Motley Fool
Wall Street's Most Accurate Analysts Spotlight On 3 Utilities Stocks Delivering High-Dividend Yields
February 11, 2025
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AES
NEWS
NWN
POR
Tags
Markets
Trading Ideas
Wall Street's Most Accurate Analysts
From
Benzinga
Fluence Energy's Revenue, EPS Fall Short
February 10, 2025
Tickers
AES
FLNC
SIEGY
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AES
SIEGY
FLNC
From
Motley Fool
(AES) - Analyzing AES's Short Interest
January 29, 2025
Tickers
AES
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Benzinga
BZI/SHORTHIST
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From
Benzinga
Top 3 Utilities Stocks That May Rocket Higher This Month
January 29, 2025
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AES
NEWS
ORA
PCG
Tags
RSI
AES
Benzinga
From
Benzinga
6 Clean Energy Stocks Face Challenges, Opportunities Ahead Of Earnings
January 28, 2025
Tickers
AES
BE
CC
CWEN
Tags
BE
MTX
HASI
From
Benzinga
What Analysts Are Saying About AES Stock
January 27, 2025
Tickers
AES
Tags
Analyst Ratings
AES
Benzinga
From
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Utilities Stocks Delivering High-Dividend Yields
January 27, 2025
Tickers
AES
NEWS
NWN
SR
Tags
News
Utilities
Pre/Market Outlook
From
Benzinga
Top 3 Utilities Stocks That Could Lead To Your Biggest Gains This Month
January 14, 2025
Tickers
AES
AWK
CEG
NEWS
Tags
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Market News
From
Benzinga
3 High-Yield Dividend Stocks Wall Street Thinks Will Soar 41% or More in 2025
January 12, 2025
Tickers
AES
CVS
DVN
Tags
DVN
CVS
AES
From
Motley Fool
Jim Cramer Says Lazard Is 'Really Inexpensive,' Recommends Buying This Tech Stock
January 03, 2025
Tickers
AES
LAZ
LH
LLY
Tags
News
CNBC
Long Ideas
From
Benzinga
Looking Into AES's Recent Short Interest
December 30, 2024
Tickers
AES
Tags
Trading Ideas
Short Ideas
BZI/SHORTHIST
From
Benzinga
Walmart To Rally Over 22%? Here Are 10 Top Analyst Forecasts For Friday
December 13, 2024
Tickers
AES
AVGO
CIEN
DHI
Tags
NKE
AES
Price Target
From
Benzinga
This AutoZone Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday
December 13, 2024
Tickers
AES
AZO
ELF
GPI
Tags
Trading Ideas
Markets
Initiation
From
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