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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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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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Benzinga's Top Ratings Upgrades, Downgrades For February 15, 2023
February 15, 2023
Tickers
ADNT
AEO
AKA
AKAM
Tags
SNX
ANGI
Upgrades
From
Benzinga
The Latest Analyst Ratings for Akamai Technologies
February 15, 2023
Tickers
AKAM
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
How Akamai Is Taking on AWS
February 15, 2023
Tickers
AKAM
Tags
Recent Press Releases
Market News
AKAM
From
Motley Fool
The peak of this market rally is almost here, says JPMorgan. Time to ditch U.S. stocks, and buy these instead, says Wall Street giant.
February 14, 2023
Tickers
A
AAPL
AKAM
AMC
Tags
CAR
MULN
APE
From
MarketWatch
US Stocks Poised To Open Higher Ahead Of Inflation Report: Tame Data Could Keep S&P 500 Firmly Supported Above 4,100, Says Analyst
February 14, 2023
Tickers
ABNB
AKAM
F
GFS
Tags
Inflation
S&P 500 Index
KO
From
Benzinga
Earnings Scheduled For February 14, 2023
February 14, 2023
Tickers
ABNB
ABST
ACST
ADC
Tags
WIRE
DAC
TRU
From
Benzinga
Preview: Akamai Technologies's Earnings
February 13, 2023
Tickers
AKAM
Tags
BZI/EP
Benzinga
AKAM
From
Benzinga
Q4 Reporting Season Pushes Past Halfway Mark: Coca-Cola, Cisco Systems, Palantir, Roku Lead Earnings This Week
February 12, 2023
Tickers
ABNB
ADI
AKAM
AMAT
Tags
Benzinga
PLTR
Small Cap
From
Benzinga
Is It Too Late to Buy Cloudflare Stock?
February 11, 2023
Tickers
AKAM
FSLY
NET
Tags
FSLY
Market News
AKAM
From
Motley Fool
7 Cybersecurity Stocks to Buy to Protect Your Portfolio
February 09, 2023
Tickers
AKAM
CRWD
FTNT
GEN
Tags
NASDAQ:FTNT,NASDAQ:AKAM,NASDAQ:ZS,NYSE:S,NASDAQ:PANW,NASDAQ:GEN,NASDAQ:CRWD
Market News
S
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For February 7, 2023
February 07, 2023
Tickers
AGRO
AKAM
BBBY
BECN
Tags
SILK
PAA
Downgrades
From
Benzinga
Analyst Ratings for Akamai Technologies
January 24, 2023
Tickers
AKAM
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 24, 2023
January 24, 2023
Tickers
AEP
AIRC
AKAM
AKTS
Tags
Downgrades
Upgrades
GOOS
From
Benzinga
Quant Ratings Updated on 116 Stocks
January 21, 2023
Tickers
ADBE
AKAM
ANSS
BAC
Tags
CE
AKAM
BAC, C, JPM, WFC, ADBE, AKAM, ANSS, BK, CE, CHT, CLX, CRM
From
InvestorPlace
The 7 Best Edge Computing Stocks to Buy for the Coming Boom
December 31, 2022
Tickers
AKAM
AMZN
ANET
FSLY
Tags
AKAM
Market News
NVDA
From
InvestorPlace
10 Information Technology Stocks With Whale Alerts In Today's Session
December 23, 2022
Tickers
AAPL
AKAM
AMD
ENPH
Tags
NVDA
Market News
TXN
From
Benzinga
Akamai Is Ready To Gain From Shift To Cloud, Synergies From Guardicore And Linode Acquisitions, Analysts Say
November 09, 2022
Tickers
AKAM
TECH
Tags
Analyst Color
Tech
Movers
From
Benzinga
Akamai Technologies Earnings Perspective: Return On Capital Employed
November 09, 2022
Tickers
AKAM
Tags
AKAM
Market News
Earnings
From
Benzinga
Dynatrace Shares Drop As It Cuts FY23 Revenue Guidance; Clocks 30% Revenue Growth In Q2; Names New CFO
November 02, 2022
Tickers
AKAM
DT
TECH
Tags
DT
Briefs
Management
From
Benzinga
5 Analysts Have This to Say About Akamai Technologies
October 20, 2022
Tickers
AKAM
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Nike Lays Out Plan To Prevent Bot Purchases: Report
October 12, 2022
Tickers
AKAM
NKE
WMT
Tags
NKE
Briefs
WMT
From
Benzinga
This Is the Best Time to Buy These 7 Long-Term Tech Stocks
October 05, 2022
Tickers
AKAM
AMAT
AVGO
HPQ
Tags
HPQ
NASDAQ:AKAM,NASDAQ:AMAT,NASDAQ:AVGO,NYSE:HPQ,NASDAQ:MU,NYSE:STM,NASDAQ:SWKS
AVGO
From
InvestorPlace
10 Information Technology Stocks Whale Activity In Today's Session
September 23, 2022
Tickers
AAPL
AKAM
CFLT
ENPH
Tags
MSFT
SWKS
MARA
From
Benzinga
7 Tech Stocks That Are Screaming Buys Right Now
August 26, 2022
Tickers
ACN
AKAM
CSCO
CTSH
Tags
ROGSX
ACN
Stocks to Buy
From
InvestorPlace
Akamai Price Target Cut By Analysts Post Q2 Beat To Reflect Headwinds
August 10, 2022
Tickers
AKAM
TECH
Tags
Reiteration
Benzinga
Price Target
From
Benzinga
What 6 Analyst Ratings Have To Say About Akamai Technologies
August 10, 2022
Tickers
AKAM
Tags
BZI/AAR
AKAM
Analyst Ratings
From
Benzinga
Twitter To $50? Here Are 5 Other Price Target Changes For Wednesday
August 10, 2022
Tickers
AKAM
BLI
BNTX
BOXD
Tags
TTD
Small Cap
Benzinga
From
Benzinga
Akamai Technologies (AKAM) Q2 2022 Earnings Call Transcript
August 09, 2022
Tickers
AKAM
Tags
Market News
AKAM
Recent Press Releases
From
Motley Fool
Recap: Akamai Technologies Q2 Earnings
August 09, 2022
Tickers
AKAM
Tags
BZI/Recaps
Benzinga
AKAM
From
Benzinga
3 Reasons You Shouldn’t Fear the Bear Market
July 25, 2022
Tickers
AKAM
ERIC
GLW
HAL
Tags
SABR
Market Insight, Financial Articles
XOP
From
InvestorPlace
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