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home
about us
Investment Approach
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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
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1 Reason Applied Materials Stock Is No Longer A Buy -- and It's Not the Legal Investigation
November 28, 2023
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Market News
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Applied Mat Unusual Options Activity For November 27
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November 22, 2023
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November 22, 2023
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November 21, 2023
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Here's How Much You Would Have Made Owning Applied Mat Stock In The Last 20 Years
November 21, 2023
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November 20, 2023
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November 20, 2023
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November 20, 2023
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November 19, 2023
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Why Applied Materials Stock Dropped Today
November 17, 2023
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This Week’s Xi-Biden Summit Confirmed It: You Should Be Avoiding Chinese Stocks
November 17, 2023
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Large-Cap Stocks Pause, Small Caps Shine, Oil Makes Comeback: What's Driving Markets Friday?
November 17, 2023
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Applied Materials Is Well-Positioned But 'Investigation' Taints Strong Quarter Outlook, Analysts Say
November 17, 2023
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Benzinga
Why Applied Matterials Stock Is Falling: US DOJ Criminal Investigation
November 17, 2023
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Why Dolby Laboratories Shares Are Trading Lower By Around 8%? Here Are Other Stocks Moving In Friday's Mid-Day Session
November 17, 2023
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10 Information Technology Stocks Whale Activity In Today's Session
November 17, 2023
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Is Jim Ratcliffe Making a Big Bet on Manchester United (MANU) Stock?
November 17, 2023
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ACHR Stock Alert: The $500 Million Reason Archer Aviation Is Up Today
November 17, 2023
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The REAL Reason Applied Materials (AMAT) Stock Is Down Today
November 17, 2023
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Lam Research, ASML Lead Surge In Revenue From China Despite US Trade Curbs
November 17, 2023
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12 Information Technology Stocks Moving In Friday's Pre-Market Session
November 17, 2023
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US Stocks On Track To Finish Week On A High As Positive Earnings, Rate Pause Hopes Lend Support
November 17, 2023
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Bad news is good news for stocks right now — but not for long, says this strategist
November 17, 2023
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ChargePoint Holdings Reports Preliminary Q3 Results, Joins Applied Materials, Alibaba And Other Big Stocks Moving Lower In Friday's Pre-Market Session
November 17, 2023
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AIRE
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ATGL
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JD
From
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Applied Materials (AMAT) Q4 2023 Earnings Call Transcript
November 16, 2023
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AMAT
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Market News
AMAT
Recent Press Releases
From
Motley Fool
Applied Materials’ earnings beat expectations, but stock falls after report of criminal probe
November 16, 2023
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AMAT
SPX
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SPX
From
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Alibaba, Applied Materials, Walmart, Gap, Tesla: Why These 5 Stocks Are On Investors' Radars Today
November 16, 2023
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EVS
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Gap Inc
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