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What We Buy Currently
What We Normally Don’t Buy
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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
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home
about us
Investment Approach
Client Service Approach
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
MARKET RESEARCH
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24 Stocks Moving in Thursday's Pre-Market Session
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What Appian's $2 Billion Verdict Means
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This Stock Is No. 1 on My Buy List
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Market News
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Appian Wins $2B Against Pegasystems For Embezzling Trade Secrets
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APPN
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May 10, 2022
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BHVN
CECE
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Tags
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Global
CECE
From
Benzinga
APPN Stock Rallies, PEGA Falls on Appian-Pegasystems Jury Results
May 10, 2022
Tickers
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PEGA
Tags
NASDAQ:APPN,NASDAQ:PEGA
APPN
PEGA
From
InvestorPlace
2 Extraordinary Events Sent These 2 Stocks Soaring Tuesday
May 10, 2022
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BHVN
DJI
PEGA
Tags
^DJI
APPN
PEGA
From
Motley Fool
9 Information Technology Stocks Moving In Tuesday's Intraday Session
May 10, 2022
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APPN
CETXP
CIFR
DBD
Tags
Intraday Update
KC
Benzinga
From
Benzinga
Mid-Day Market Update: U.S. Stocks Turn Lower; Biohaven Pharmaceutical Shares Jump
May 10, 2022
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APPN
ASC
BHVN
CECE
Tags
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BHVN
Commodities
From
Benzinga
77 Stocks Moving In Tuesday's Mid-Day Session
May 10, 2022
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AHCO
AKAN
ANGI
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CYN
From
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Here's Why Appian Is Soaring Today
May 10, 2022
Tickers
APPN
PEGA
Tags
Market News
Recent Press Releases
APPN
From
Motley Fool
Executives Buy Around $141M Of 4 Stocks
May 10, 2022
Tickers
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IHRT
KYMR
UBER
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Small Cap
Benzinga
Insider Buying
From
Benzinga
Why Appian Shares Got Slammed On Monday
May 09, 2022
Tickers
APPN
Tags
Market News
APPN
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From
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The Smart Money Is Putting a Bullish Spin on the Market Crash
May 09, 2022
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MYPS
NYSE:ROK,NYSE:HPQ,NASDAQ:PYPL,NASDAQ:ALGN,NASDAQ:MYPS,NASDAQ:APPN,NASDAQ:FISV,NYSE:RKT
From
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Appian Doubles Down on Market Expansion
May 08, 2022
Tickers
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Recent Press Releases
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Motley Fool
Why Appian Stock Topped the Market Today
May 06, 2022
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APPN
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APPN
Recent Press Releases
Market News
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Appian (APPN) Q1 2022 Earnings Call Transcript
May 06, 2022
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Recent Press Releases
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Market News
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Recap: Appian Q1 Earnings
May 05, 2022
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Benzinga
From
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12 Information Technology Stocks Moving In Thursday's After-Market Session
May 05, 2022
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AVLR
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Tags
Market News
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Benzinga
Executives Buy Over $373M Of 4 Stocks
May 05, 2022
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APPN
FISV
HCA
OXY
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OXY
Insider Trades
From
Benzinga
Appian's Earnings: A Preview
May 04, 2022
Tickers
APPN
Tags
BZI/EP
Benzinga
APPN
From
Benzinga
These stocks soared during the pandemic, and then crashed. Ten are now expected to double in price.
May 02, 2022
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APPN
ARKK
BILI
BLDP
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PINS
FATE
COMP
From
MarketWatch
2 Growth Stocks Down More Than 75% to Buy Now and Hold
April 19, 2022
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APPN
FVRR
Tags
FVRR
APPN
Recent Press Releases
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Executives Buy Around $22M Of 4 Stocks
March 18, 2022
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APPN
DOCU
JELD
STEM
Tags
News
Long Ideas
Market News
From
Benzinga
Insiders Buy Around $21M Of 3 Stocks
March 15, 2022
Tickers
APPN
JELD
XM
Tags
Markets
JELD
Trading Ideas
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Benzinga
Why Snowflake, Appian, and Twilio Plunged Today (Again)
March 11, 2022
Tickers
APPN
DOCU
SNOW
TWLO
Tags
APPN
SNOW
Recent Press Releases
From
Motley Fool
Appian And 2 Other Stocks Bought By Insiders
March 04, 2022
Tickers
APPN
AZO
JRVR
Tags
Market News
Long Ideas
Insider Buying
From
Benzinga
Insiders Buy More Than $24M Of 3 Stocks
February 28, 2022
Tickers
APPN
WRBY
XM
Tags
Market News
Insider Buying
Long Ideas
From
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Have $1,000? These 2 Stocks Could Be Bargain Buys for 2022 and Beyond
February 24, 2022
Tickers
APPN
U
Tags
Recent Press Releases
^GSPC
U
From
Motley Fool
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