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home
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Firm ADV PDFs
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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
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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
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Why This News Could Be Game Changing for Affirm
June 02, 2022
Tickers
AFRM
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AFRM
Recent Press Releases
Market News
From
Motley Fool
Benzinga's Brief On Trending Tickers: GameStop, Chewy, C3.ai And More
June 02, 2022
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CHWY
CIEN
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Why Buy Now, Pay Later Stocks Are Falling
June 02, 2022
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SQ
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SQ
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AFRM
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June 02, 2022
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ALLR
AMTI
APPS
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Information Technology
NESR
From
Benzinga
Affirm (AFRM) Stock Is Down 10% Despite New Deal With Stripe
June 01, 2022
Tickers
AFRM
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NASDAQ:AFRM
Market News
From
InvestorPlace
What's Going On With Affirm Holdings Stock Today?
June 01, 2022
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AFRM
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Trading Ideas
why it's moving
Benzinga
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's Intraday Session
June 01, 2022
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AFRM
APPS
AVYA
CISO
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AFRM
AVYA
From
Benzinga
44 Stocks Moving In Wednesday's Mid-Day Session
June 01, 2022
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ALLR
AMTI
APPS
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ONCT
TNXP
From
Benzinga
Here's a Fast-Growing Fintech You Can Buy for Under $15 Today
May 31, 2022
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DASH
FIS
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GS
JPM
Market News
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Take Advantage of PayPal’s Low Valuation
May 27, 2022
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AFRM
AMZN
MCD
PYPL
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PYPL
Market News
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May 27, 2022
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May 26, 2022
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3 Economic Indicators Spell Big Trouble for Affirm
May 26, 2022
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From
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Affirm Stock Is a Wait and See Until August 9’s Quarterly Results
May 25, 2022
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10 Information Technology Stocks Whale Activity In Today's Session
May 24, 2022
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Down 87%, This Growth Stock Might Be Ready for a Comeback
May 24, 2022
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This Stock Is Down by 74% This Year -- Here's Why I Am Not Worried
May 24, 2022
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10 Information Technology Stocks Whale Activity In Today's Session
May 23, 2022
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Affirm Holdings Whale Trades Spotted
May 20, 2022
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AFRM
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Benzinga
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3 Undervalued Fintech Stocks to Buy Now
May 20, 2022
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AFRM
AMZN
FINX
FISV
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WMT
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FISV
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2 Positive Trends That Could Steer Affirm in the Right Direction
May 20, 2022
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AFRM
SHOP
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SHOP
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10 Information Technology Stocks With Whale Alerts In Today's Session
May 19, 2022
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AMD
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Earnings Roundup: Disney, Dutch Bros, Unity Software, and More
May 19, 2022
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AFRM
AMZN
BROS
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JPM
U
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2 Growth Stocks That Could Beat the Market Over the Next 10 Years
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Be Cautious With Affirm in a Rising-Rate Environment
May 19, 2022
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AFRM
AMZN
PYPL
SHOP
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UPST
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SoFi’s Future Is Bright, Just Not Right Now
May 19, 2022
Tickers
AFRM
AMZN
BAC
SOFI
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BAC
NASDAQ:SOFI,NYSE:BAC,NASDAQ:UPST,NASDAQ:AFRM,NASDAQ:AMZN
Market News
From
InvestorPlace
Affirm Stock Bottomed After March Quarter Numbers
May 18, 2022
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AFRM
BAC
FISV
MA
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Market News
BAC
V
From
InvestorPlace
Shopify's Net Losses in Q1 2022 Are Not Because of Fulfillment Network
May 18, 2022
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AFRM
GLBE
SHOP
SI
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SI
AFRM
Market News
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Motley Fool
Affirm Holdings Whale Trades Spotted
May 16, 2022
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AFRM
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