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about us
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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
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Cathie Wood's ARK Sees Tesla Cybertruck Being As Mainstream As Model Y: Low Expectations 'Based On Blind Spot'
May 29, 2023
Tickers
EVS
TECH
TSLA
Tags
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May 26, 2023
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Cathie Wood Scooped Up $17M Worth Of Zoom Shares On A Day They Fell 8%
May 23, 2023
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Cathie Wood's ARK Laps Up $4M Of Palantir Stock As Rally Extends On AI Wave
May 23, 2023
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Cathie Wood's ARK Boosts Palantir Stake By $3.4M As Stock Hits 1-Year High After Upbeat Q1
May 19, 2023
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Why Palantir Stock Looks Set To Extend Gains Today
May 18, 2023
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Cathie Wood's Flagship ARK ETF Marks 5-Day Winning Streak — Outperforming Nasdaq, FAANG In May
May 11, 2023
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Cathie Wood Makes Whopping $43M Palantir Buy After Stock's Massive Surge
May 10, 2023
Tickers
ARKK
ARKW
PLTR
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Tags
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From
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Cathie Wood Continues Selling Shopify, Buys $10.3M Worth Of Stock In This Fintech Company
May 07, 2023
Tickers
ARKF
ARKK
ARKW
SHOP
Tags
Fintech
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From
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Cathie Wood Cashes Out Nearly $4M In Shopify As Stock Pops 24% On Upbeat Q1
May 05, 2023
Tickers
ARKF
ARKK
ARKW
SHOP
Tags
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From
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Here's How Much $1,000 Invested In Tesla Stock Will Be Worth If It Hits Cathie Wood's Price Target For 2027
April 22, 2023
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ARKK
ARKQ
ARKW
TSLA
Tags
ARKW
Specialty ETFs
General
From
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Cathie Wood Has New Price Target For Tesla Stock As Ark Models Nearly 1,230% Upside Over 4 Years
April 21, 2023
Tickers
EVS
TSLA
Tags
electric vehicles
ARK Invest
$BTC
From
Benzinga
Cathie Wood Shares Optimism For Cybertruck, Says It Will Destroy Rivals' Pricing Structure
April 15, 2023
Tickers
ARKK
ARKQ
ARKW
F
Tags
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ARKQ
Trading Ideas
From
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Here's How Much $100 Invested In Bitcoin Today Could Be Worth In 2030 If Cathie Wood's Stunning Price Prediction Comes True
April 11, 2023
Tickers
ARKF
ARKK
ARKW
BITCOMP
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Cathie Wood
here's how much $1
Education
From
Benzinga
Cathie Wood Agrees With Balaji Srinivasan's $1M Bitcoin Forecast But Proposes A Different Timeline
April 10, 2023
Tickers
BITCOMP
COIN
USD-BITSTAMP
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Balaji Srinivasan
Bitcoin
bitcoin
From
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Why Are Cathie Wood's Ark ETFs Still Trailing Nasdaq Stocks?
March 29, 2023
Tickers
ARKK
COIN
GILD
PEP
Tags
New ETFs
Tech
ROKU
From
Benzinga
Cathie Wood Slams Hindenburg For Its 'Wildly Misleading' Short Report on Block, As Ark Steps Up Purchase Of Jack Dorsey-Led Company Stock
March 25, 2023
Tickers
ARKF
ARKK
ARKW
BAC
Tags
Tech
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Analyst Color
From
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Ark Invest's Cathie Wood Dumps Whopping $53M Worth Of Tesla Stock Ahead Of Q1 Deliveries Report
March 25, 2023
Tickers
ARKK
ARKW
TSLA
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Cathie Wood
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From
Benzinga
Cathie Wood Picks Up Massive Chunk Of Coinbase Shares After Street Cries Foul Over $13.5B Dumping Ahead Of SEC Notice
March 24, 2023
Tickers
ARKF
ARKK
COIN
Tags
ARKF
ARK Invest
Trading Ideas
From
Benzinga
Cathie Wood Just Bought Into This Big Tech Stock After A Long Time
March 21, 2023
Tickers
ARKW
MSFT
PRNT
TECH
Tags
Expert Ideas
Market News
Benzinga
From
Benzinga
Ark Invest, Cathie Wood Raise $16 Million For New Crypto Funds: Why Most Investors Will Be Unable To Participate
March 17, 2023
Tickers
ARKF
ARKK
ARKW
COIN
Tags
ARKW
NU
ARKF
From
Benzinga
Tesla's FSD Faces Wide Scrutiny Over Safety — But Ark Analysts Say It's 18 Times Safer Than Average US Car
March 14, 2023
Tickers
TSLA
Tags
Elon Musk
Analyst Color
Analyst Ratings
From
Benzinga
Is Cathie Wood Still Invested In Troubled Crypto-Linked Silvergate Stock?
March 10, 2023
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ARKF
ARKW
SI
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Penny Stocks
From
Benzinga
Biden's Tax Hike Push To Drive Innovation 'Migration' To 'Asia And Elsewhere,' Predicts Cathie Wood
March 10, 2023
Tags
Analyst Color
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Benzinga
From
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Cathie Wood's Ark Invest Earns $300M In Fees While Investors Lose Nearly $10B In Flagship Fund: Report
March 09, 2023
Tickers
ARKK
Tags
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Benzinga
ARK Invest
From
Benzinga
Cathie Wood 'Frustrated' With Google Search: Why Microsoft ChatGPT Is 'iPhone Moment Of This Decade'
March 09, 2023
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GOOG
GOOGL
MSFT
TECH
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Top Stories
Cathie Wood
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From
Benzinga
Tesla Drops To Print This Bullish Pattern: Here's What Could Happen If It Holds
March 07, 2023
Tickers
EVS
RACE
TSLA
Tags
Adam Jones
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EVs
From
Benzinga
Tesla Analyst Weighs In On EV Maker's Ability To Slash Vehicle Costs By 50%, Competitive Edge For Launching Robotaxi
March 07, 2023
Tickers
EVS
GM
GOOG
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From
Benzinga
Cathie Wood Keeps Hoarding This Crypto-Linked Stock: Is It A Buy At Current Levels?
March 05, 2023
Tickers
ARKK
ARKW
COIN
Tags
ARK Invest
ARKW
Cathie Wood
From
Benzinga
Here's How Much $1,000 Invested In Tesla Will Be Worth If Cathie Wood's 2026 Price Target Comes True
March 05, 2023
Tickers
ARKK
ARKQ
ARKW
TSLA
Tags
ETFs
robotaxis
TSLA
From
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