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about us
Investment Approach
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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
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ANI Pharmaceuticals's Earnings Outlook
February 28, 2024
Tickers
ANIP
Tags
Earnings
BZI/EP
Benzinga
From
Benzinga
Truist Securities Maintains Buy Rating for ANI Pharmaceuticals: Here's What You Need To Know
February 16, 2024
Tickers
ANIP
Tags
BZI/AAR/UPDATE
Analyst Ratings
Market News
From
Benzinga
Why Is Generic Drug Player ANI Pharmaceuticals Stock Trading Lower Today?
November 08, 2023
Tickers
ANIP
Tags
Market News
Movers
Health Care
From
Benzinga
Expert Ratings for ANI Pharmaceuticals
October 19, 2023
Tickers
ANIP
Tags
BZI/AAR
Market News
ANIP
From
Benzinga
Analyst Expectations for ANI Pharmaceuticals's Future
September 13, 2023
Tickers
ANIP
Tags
BZI/AAR
ANIP
Benzinga
From
Benzinga
What 4 Analyst Ratings Have To Say About ANI Pharmaceuticals
August 21, 2023
Tickers
ANIP
Tags
BZI/AAR
ANIP
Benzinga
From
Benzinga
7 A-Rated Biotech Stocks for Your August Buy List
August 17, 2023
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ANIP
ELVN
IMGN
LLY
Tags
ANIP
IMGN
LLY
From
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Where ANI Pharmaceuticals Stands With Analysts
July 21, 2023
Tickers
ANIP
Tags
BZI/AAR
Market News
ANIP
From
Benzinga
Looking Into ANI Pharmaceuticals's Return On Capital Employed
May 23, 2023
Tickers
ANIP
Tags
Market News
ANIP
Benzinga
From
Benzinga
Why Tredegar Shares Are Trading Lower By 15%? Here Are Other Stocks Moving In Monday's Mid-Day Session
May 08, 2023
Tickers
ANIP
APM
BAK
BAOS
Tags
TNYA
Health Care
BTOG
From
Benzinga
Why ANI Pharmaceuticals Stock Is Soaring Today
May 08, 2023
Tickers
ANIP
Tags
Market News
Health Care
Movers
From
Benzinga
12 Health Care Stocks Moving In Monday's Pre-Market Session
May 08, 2023
Tickers
ADTX
ANIP
APM
BLCM
Tags
SNES
Benzinga
BZI/TFM
From
Benzinga
Earnings Preview For ANI Pharmaceuticals
May 05, 2023
Tickers
ANIP
Tags
Earnings
BZI/EP
ANIP
From
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ANI Pharmaceuticals Earnings Perspective: Return On Capital Employed
March 13, 2023
Tickers
ANIP
Tags
Market News
ANIP
Benzinga
From
Benzinga
Guggenheim Creates Bullish Pitch For ANI Pharma On Progress With Cortrophin Launch
March 01, 2023
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ANIP
MNK
Tags
MNK
General
News
From
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Benzinga's Top Ratings Upgrades, Downgrades For March 1, 2023
March 01, 2023
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ABBV
AMBA
AMRC
ANIP
Tags
ANIP
OCGN
AMBA
From
Benzinga
ANI Pharmaceuticals's Return On Capital Employed Overview
December 12, 2022
Tickers
ANIP
Tags
Market News
Benzinga
ANIP
From
Benzinga
12 Health Care Stocks Moving In Wednesday's Pre-Market Session
November 16, 2022
Tickers
AIRS
ALZN
ANIP
APTX
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AIRS
Market News
SBFM
From
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Benzinga's Top Ratings Upgrades, Downgrades For September 7, 2022
September 07, 2022
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ACCD
ALVO
AMP
AMWL
Tags
STEM
Intraday Update
PNT
From
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Recap Of Tuesday's Biotech Catalysts - End Of the Day Summary
August 16, 2022
Tickers
AMPH
ANIP
AZN
BEAT
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ANIP
AZN
Biotech Catalysts / EOD Summary
From
Benzinga
The Food and Drug Administration has approved Dexamethasone Tablets USP by ANI Pharma (ANIP)
August 16, 2022
Tickers
ANIP
Tags
News
Analyst Rating
ANIP
From
Best Stocks
12 Health Care Stocks Moving In Tuesday's Pre-Market Session
August 16, 2022
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ALBO
ANIP
AYLA
CEMI
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TTOO
ANIP
ALBO
From
Benzinga
ANI Pharmaceuticals: Q2 Earnings Insights
August 08, 2022
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ANIP
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ANIP
Benzinga
Earnings
From
Benzinga
ANI Pharmaceuticals's Return On Capital Employed Overview
June 08, 2022
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ANIP
Tags
Market News
ANIP
Benzinga
From
Benzinga
ANI Pharmaceuticals: Q1 Earnings Insights
May 10, 2022
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ANIP
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Market News
BZI/Recaps
News
From
Benzinga
ANI Pharmaceuticals Q1 2022 Earnings Conference Call On May 10, 2022 At 08:30 AM ET
May 06, 2022
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ANIP
Tags
Earnings
ANIP
Benzinga
From
Benzinga
Insider Weekends: Return Of The Meme Stocks - GameStop (GME) And AMC Entertainment (AMC)
March 28, 2022
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ABNB
AMC
ANIP
CANO
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Trading Ideas
SNOW
Markets
From
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ANI Pharmaceuticals's Return On Capital Employed Insights
March 16, 2022
Tickers
ANIP
Tags
Market News
ANIP
Benzinga
From
Benzinga
68 Biggest Movers From Yesterday
March 16, 2022
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AGFY
AHPI
ANIP
ASLE
Tags
Small Cap
SUNW
CIR
From
Benzinga
Mid-Afternoon Market Update: Nasdaq Rises Over 200 Points; ANI Pharmaceuticals Shares Slide
March 15, 2022
Tickers
ANIP
BTTX
CANO
EDU
Tags
Small Cap
Market News
EVLV
From
Benzinga
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