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Default Rates
What We Buy Currently
What We Normally Don’t Buy
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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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18 Stocks Moving in Tuesday's Pre-Market Session
August 31, 2021
Tickers
APPS
BORR
GSAT
LTCH
Tags
SYTA
BORR
Small Cap
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
August 31, 2021
Tickers
APPS
BAOS
BORR
EDZ
Tags
GSAT
Today's Market
REKR
From
InvestorPlace
A Peek Into The Markets: US Stock Futures Up Ahead Of Economic Reports; Crude Oil Falls
August 31, 2021
Tickers
APPS
BGS
DBI
NDSN
Tags
Benzinga
Futures
Eurozone
From
Benzinga
7 Tech Stocks That Will Survive the September Slaughter
August 31, 2021
Tickers
AI
APPS
AYX
FB
Tags
MODN
FB
SPOT
From
InvestorPlace
Zoom announces first startups receiving funding from $100M investment fund
August 30, 2021
Tickers
APPS
SAAS
ZOOM
Tags
zoom
Startups
video conferencing
From
TechCrunch
Telegram tops 1 billion downloads
August 30, 2021
Tickers
APPS
Tags
WhatsApp
Telegram
Social
From
TechCrunch
Apple buys classical music service, Primephonic
August 30, 2021
Tickers
APPS
Tags
Apple
M&A
apple music
From
TechCrunch
Instagram will require users to provide their birthday
August 30, 2021
Tickers
APPS
Tags
computing
mobile applications
teenagers
From
TechCrunch
Clay debuts a new tool to help people better manage their business and personal relationships
August 30, 2021
Tickers
APPS
CRM
Tags
social networking
relationship management
Co/founder
From
TechCrunch
Nailing “the BDT”: The One Acronym Every Investor Must Know
August 30, 2021
Tickers
AAPL
AMZN
APPS
CHGG
Tags
QCOM
CSCO
SQ
From
InvestorPlace
Flip bags $28M to turn beauty, wellness social commerce on its head
August 30, 2021
Tickers
APPS
TC
Tags
Apps
Mubadala Capital Ventures
social networking
From
TechCrunch
Thatch using $3M round to put travel creators on the map
August 30, 2021
Tickers
APPS
TC
Tags
Thatch
Jenny Lefcourt
travel industry
From
TechCrunch
This Week in Apps: Developers sound off on App Store settlement, OnlyFans’ flip-flop, Snap’s new camera
August 28, 2021
Tickers
APPS
IAP
TC
Tags
iap
Google
TC
From
TechCrunch
Apple App Store Settlement Reveals Updates: How Did A BofA Analyst React?
August 27, 2021
Tickers
AAPL
APP
APPS
TECH
Tags
Legal
App
Reiteration
From
Benzinga
Valuation Concerns Persist, but Digital Turbine Stock Is Still a Buy
August 27, 2021
Tickers
APPS
Tags
Market News
NASDAQ:APPS
Stocks to Buy
From
InvestorPlace
Apple Will Let App Developers Tell Users About Ways To Pay Them Outside Of Its Ecosystem In Rare Move
August 27, 2021
Tickers
AAPL
APPS
TECH
Tags
App Store
iOS
iPhone
From
Benzinga
Twitter starts to roll out paid Ticketed Spaces on iOS
August 26, 2021
Tickers
APPS
Tags
social audio
Twitter
social media
From
TechCrunch
After community backlash, Pokémon Go reinstates a COVID safety and accessibility feature
August 26, 2021
Tickers
APPS
Tags
niantic
Gaming
mobile gaming
From
TechCrunch
Popcorn’s new app brings short-form video to the workplace
August 26, 2021
Tickers
APPS
WORK
Tags
mobile applications
Apps
operating systems
From
TechCrunch
Netflix begins testing mobile games in its Android app in Poland
August 26, 2021
Tickers
APPS
Tags
Gaming
operating systems
Roblox
From
TechCrunch
YouTube to roll out Picture-in-Picture viewing for all U.S. iOS users, starting with Premium subscribers
August 26, 2021
Tickers
APPS
Tags
streaming
iOS
YouTube
From
TechCrunch
Google confirms it’s pulling the plug on Streams, its UK clinician support app
August 26, 2021
Tickers
APPS
Tags
healthcare
Apps
National Health Service
From
TechCrunch
Apple lowers commissions on in-app purchases for news publishers who participate in Apple News
August 26, 2021
Tickers
APPS
CEO
Tags
mobile devices
iTunes
The Washington Post
From
TechCrunch
BreezoMeter, which powers air quality in Apple’s Weather app, launches Wildfire Tracker
August 26, 2021
Tickers
APPS
Tags
GreenTech
emergency management
Apps
From
TechCrunch
Sugar raises $2.5M in seed funding to connect apartment residents
August 26, 2021
Tickers
APPS
SAAS
SUGAR
Tags
sugar
Fundings & Exits
Venture Capital
From
TechCrunch
LOVE unveils a modern video messaging app with a business model that puts users in control
August 25, 2021
Tickers
APPS
CEO
LOVE
Tags
WhatsApp
Speaker
Singularity University
From
TechCrunch
Facebook Celebrates 10 Years of Messenger By Gifting It New Features: What Are They?
August 25, 2021
Tickers
APPS
FB
TECH
Tags
WhatsApp
Benzinga
Stan Chudnovsky
From
Benzinga
Shares is a new stock trading app with a focus on social features
August 25, 2021
Tickers
APPS
Tags
Startups
shares
Shares/io
From
TechCrunch
Grocery delivery startup Membo is hungry to build a Europe-wide, local food producer network
August 25, 2021
Tickers
APPS
FOOD
Tags
on/demand food delivery
grocery delivery
estonia
From
TechCrunch
Mexican neobroker Flink raises $57M from Lightspeed, The Chainsmokers to boost financial inclusion in LatAm
August 25, 2021
Tickers
APPS
Tags
Fundings & Exits
Mercedes Bent
Startups
From
TechCrunch
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