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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Cramer Calls Datadog 'Dynamite,' Puts SoFi In Dog House: 'What The Heck Is Going On'
March 19, 2024
Tickers
ALT
DDOG
LEU
LLY
Tags
MRVL
News
Top Stories
From
Benzinga
Here's How Much $100 Invested In Altimmune 5 Years Ago Would Be Worth Today
March 18, 2024
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ALT
NEWS
Tags
Trading Ideas
News
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From
Benzinga
Should Pfizer Acquire Viking Therapeutics to Take on Eli Lilly and Novo Nordisk in the Obesity Drug Market?
March 15, 2024
Tickers
ALT
LLY
NVO
PFE
Tags
NVO
Market News
PFE
From
Motley Fool
Here's How Much $100 Invested In Altimmune 5 Years Ago Would Be Worth Today
February 28, 2024
Tickers
ALT
NEWS
Tags
BZI/POD
Trading Ideas
News
From
Benzinga
Why Helix Energy Solutions Shares Are Trading Lower By 11%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
February 27, 2024
Tickers
AAN
AHCO
ALPP
ALT
Tags
U
Movers
AHCO
From
Benzinga
Why Freshpet Shares Are Trading Higher By Around 15%? Here Are Other Stocks Moving In Monday's Mid-Day Session
February 26, 2024
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ACON
AEHL
AGTI
AKLI
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Top Gainers
ATCH
AKLI
From
Benzinga
Altimmune Stock Surges, Kerrisdale Remains Short: What You Need To Know
February 26, 2024
Tickers
ALT
NEWS
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Market News
News
From
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TEVA Stock Pops 4% as Teva Receives FDA Approval
February 26, 2024
Tickers
ALT
ALVO
NIO
TEVA
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ALT
ALVO
Today's Market
From
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Why Is Altimmune (ALT) Stock Up 14% Today?
February 26, 2024
Tickers
ACON
ALT
FRGT
LUNR
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ACON
Market News
FRGT
From
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12 Health Care Stocks Moving In Monday's Pre-Market Session
February 26, 2024
Tickers
ACON
AGTI
ALT
COGT
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MNPR
Movers
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3 Biotech Stocks to Turn $10,000 Into $1 Million: February 2024
February 22, 2024
Tickers
ALT
AMGN
BIIB
GILD
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Market News
PYXS
From
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(ALT) - Analyzing Altimmune's Short Interest
February 14, 2024
Tickers
ALT
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ALT
Market News
BZI/SHORTHIST
From
Benzinga
Kerrisdale Capital Slams Altimmune (ALT) Stock in New Short Report
February 13, 2024
Tickers
ALT
AZN
LLY
NVO
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TLRY
Today's Market
AZN
From
InvestorPlace
Altimmune Stock Sinks As Kerrisdale Capital Announces Short Position: 'Obvious Dead End'
February 13, 2024
Tickers
ALT
LLY
NVO
Tags
Short Sellers
LLY
ALT
From
Benzinga
Why IPG Photonics Shares Are Trading Lower By Around 11%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
February 13, 2024
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ALT
ANET
ARBB
ARM
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TWOU
BLKB
SBFM
From
Benzinga
Jim Cramer Calls Affirm 'A Winner,' But Not C3.ai: 'I Can't Recommend A Stock With No Earnings'
February 13, 2024
Tickers
AFRM
AI
ALT
DAR
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VRT
Media
From
Benzinga
How Is The Market Feeling About Altimmune?
January 26, 2024
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ALT
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Stocks to Watch: 3 Companies Working on Next-Gen Weight Loss Drugs
January 25, 2024
Tickers
ALT
AMGN
BHVN
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ALT
NYSE:BHVN,NASDAQ:AMGN,NASDAQ:ALT
BHVN
From
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Large Drugmakers Show Enthusiasm To Embrace $100B Obesity Market, Despite Novo And Lilly's Dominance
January 11, 2024
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ALT
AMGN
BAYRY
BAYZF
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Market News
Health Care
AMGN
From
Benzinga
The 3 Best Biotech Stocks to Buy in January 2024
January 09, 2024
Tickers
ALT
OMGA
VKTX
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Market News
OMGA
From
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Harpoon Therapeutics, Heron Therapeutics And Other Big Stocks Moving Higher In Monday's Pre-Market Session
January 08, 2024
Tickers
ALT
ANNX
BETR
CRON
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HRTX
From
Benzinga
What's Going On With Obesity Drug-Developer Altimmune Inc Stock?
January 04, 2024
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ALT
NEWS
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Small Cap
News
Movers
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Benzinga
Coherus BioSciences And Other Big Stocks Moving Higher In Wednesday's Pre-Market Session
December 27, 2023
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ALT
BITF
BTBT
BUR
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big gainers
Small Cap
CHRS
From
Benzinga
Gracell Biotechnologies, Stratasys, Hollysys Automation Technologies And Other Big Stocks Moving Higher In Tuesday's Pre-Market Session
December 26, 2023
Tickers
ALT
CSIQ
GRCL
HOLI
Tags
Small Cap
CSIQ
MANU
From
Benzinga
Russell 2000 Rallies To 16-Month Highs: Best Performing Small-Cap Stocks Popping Over 80% In December
December 19, 2023
Tickers
ALT
AUR
CVNA
DIA
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DIA
ALT
IPSC
From
Benzinga
Bernie Sanders To Take On Ozempic, Wegovy, Weight Loss Drugs: 'Could Be Helpful, But They're Not Going To Be Helpful If People Can't Afford Them'
December 08, 2023
Tickers
ALT
LLY
NVO
PFE
Tags
Health Care
Mounjaro
GLP/1 drugs
From
Benzinga
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
December 08, 2023
Tickers
ALT
EVS
JNJ
KVUE
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Benzinga
Exclusives
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From
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$1000 Invested In Altimmune 5 Years Ago Would Be Worth This Much Today
December 08, 2023
Tickers
ALT
Tags
Benzinga
Market News
ALT
From
Benzinga
Why Methode Electronics Shares Are Trading Lower By Over 14%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
December 07, 2023
Tickers
AAMC
ABBV
AGX
AI
Tags
JBLU
RCAT
ASLE
From
Benzinga
Altimmune’s stock pops as analysts see obesity-drug partnership potential
December 07, 2023
Tickers
ALT
AZN
LLY
NVO
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ALT
AZN
LLY
From
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