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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Unpacking the Latest Options Trading Trends in Affirm Holdings
March 04, 2024
Tickers
AFRM
Tags
BZI/UOA
Market News
Options
From
Benzinga
2 Fintech Stocks to Buy Hand Over Fist and 1 to Avoid
March 01, 2024
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AAPL
AFRM
EBAY
FICO
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Market News
From
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Affirm Holdings's Options: A Look at What the Big Money is Thinking
February 28, 2024
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AFRM
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AFRM
Benzinga
Markets
From
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
February 27, 2024
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AFRM
BAC
BX
CFG
Tags
CFG
COIN
SOFI
From
Benzinga
It’s Time! 3 Small-Cap Tech Stocks to Sell in February
February 23, 2024
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AFRM
GROM
UDMY
Tags
Stocks to Sell
Market News
NASDAQ:GROM, NASDAQ:UDMY, NASDAQ:AFRM
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3 Hyper-Growth Stocks to Add Rocket Fuel to Your Portfolio
February 22, 2024
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AFRM
CXM
NSSC
WEAV
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WEAV
From
InvestorPlace
3 Super-Hot Stocks at Risk of a Serious Comedown
February 21, 2024
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AFRM
NVDA
SOFI
SPY
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TSLA
SOFI
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From
InvestorPlace
Market Whales and Their Recent Bets on AFRM Options
February 20, 2024
Tickers
AFRM
Tags
Markets
AFRM
Benzinga
From
Benzinga
How Is The Market Feeling About Affirm Holdings?
February 19, 2024
Tickers
AFRM
Tags
Benzinga
AFRM
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From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
February 15, 2024
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ABR
AFRM
AMBC
C
Tags
WFC
NYCB
Benzinga
From
Benzinga
Affirm Holdings Unusual Options Activity
February 15, 2024
Tickers
AFRM
Tags
Markets
AFRM
Benzinga
From
Benzinga
Jim Cramer Calls Affirm 'A Winner,' But Not C3.ai: 'I Can't Recommend A Stock With No Earnings'
February 13, 2024
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AI
ALT
DAR
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VRT
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Benzinga
The Analyst Landscape: 13 Takes On Affirm Holdings
February 12, 2024
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Why Take-Two Interactive Software Shares Are Trading Lower By Around 9%? Here Are Other Stocks Moving In Friday's Mid-Day Session
February 09, 2024
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Intraday Update
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10 Financials Stocks Whale Activity In Today's Session
February 09, 2024
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BX
COIN
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Affirm's Guidance Implies Slowdown In GMV Growth: 7 Analysts Examine Q2 Print
February 09, 2024
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AFRM
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SHOP
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Reginald Smith
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Why Cloudflare Shares Are Trading Higher By Over 25%; Here Are 20 Stocks Moving Premarket
February 09, 2024
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From
Benzinga
US Stocks Set To Open Higher, Finish Week Stronger Amid Mixed Earnings: Analyst Sees Another Leg-Up Ahead Of Historically Weak March
February 09, 2024
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BYD
CTLT
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Expedia Reports Q4 Results, Joins Pinterest, Affirm Holdings And Other Big Stocks Moving Lower In Friday's Pre-Market Session
February 09, 2024
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ABNB
AFRM
EXPE
ILMN
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Benzinga
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Affirm (AFRM) Q2 2024 Earnings Call Transcript
February 08, 2024
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Tags
AFRM
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Market News
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Pinterest, Affirm Holdings, Cloudflare, CleanSpark, Tesla: Why These 5 Stocks Are On Investors' Radars Today
February 08, 2024
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AFRM
CLSK
EVS
NET
Tags
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Benzinga
Affirm Holdings
From
Benzinga
Affirm Q2 Earnings: Revenue Beat, EPS Beat, Operating 'With Excellence' And More
February 08, 2024
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AFRM
NEWS
Tags
AFRM
why it's moving
Benzinga
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US Stocks On Backfoot Amid Overbought Levels, S&P 500 Eyes Break Above 5K: Analyst Sees 'Dramatically Higher' Market Surge From Rally This Year
February 08, 2024
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ARM
BYD
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CYBR
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Earnings Scheduled For February 8, 2024
February 08, 2024
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ACB
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AIRC
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PRO
PI
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
February 07, 2024
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AFRM
BLK
C
CMA
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COIN
WAL
From
Benzinga
Earnings Outlook For Affirm Holdings
February 07, 2024
Tickers
AFRM
Tags
AFRM
BZI/EP
Market News
From
Benzinga
Behind the Scenes of Affirm Holdings's Latest Options Trends
February 05, 2024
Tickers
AFRM
Tags
Options
Market News
BZI/UOA
From
Benzinga
Is Affirm Poised for a Comeback? Analyst Highlights Opportunity in Recent Dip
February 02, 2024
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AFRM
NEWS
Tags
Analyst Ratings
Market News
Equities
From
Benzinga
This Is What Whales Are Betting On Affirm Holdings
February 02, 2024
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AFRM
Tags
Options
Market News
BZI/UOA
From
Benzinga
3 Stocks to Buy to Ride the Fintech Wave Higher
January 31, 2024
Tickers
AFRM
GPN
SQ
Tags
GPN
NASDAQ:AFRM,NYSE:SQ,NYSE:GPN
SQ
From
InvestorPlace
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