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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
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
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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Latest News about ARK Investment Management
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Time to Buy ARKK? Flows Arrive in Mini Market Rally
November 01, 2022
Tickers
ARKK
COIN
META
TSLA
Tags
ARKK
ARK ETFs
disruptive technology channel
From
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Cathie Wood Trims DraftKings Stake And Buys Nearly $4M In This Bitcoin-Linked Stock
November 01, 2022
Tickers
ARKK
BITCOMP
COIN
DKNG
Tags
Long Ideas
Specialty ETFs
$BTC
From
Benzinga
Combine Low-Vol Bitcoin With Growth Tech in ARKW
October 26, 2022
Tickers
ARKW
BITCOMP
GBTC
USD-BITSTAMP
Tags
ARK Investment Management
disruptive technology channel
Bitcoin ETF
From
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Cathie Wood Loads Up Over $2M In Twilio Ahead Of Q3 Print — Sheds Stake In This Automation Firm
October 25, 2022
Tickers
ARKF
ARKW
PATH
TECH
Tags
ARKW
Long Ideas
ARKF
From
Benzinga
Cathie Wood Loaded Up On These 3 Crypto-Linked Stocks On Monday
October 25, 2022
Tickers
COIN
ETF
HOOD
SQ
Tags
$DOGE
Market News
exchange/traded funds
From
Benzinga
Cathie Wood Loads Up Another $2.3M In Tesla Stock As Elon Musk Company's Shares Fall Further
October 25, 2022
Tickers
COIN
EVS
TECH
TSLA
Tags
Benzinga
Market News
TSLA
From
Benzinga
Cathie Wood Picks Up $13M In Tesla Shares As Investors React Negatively To Q3 Earnings
October 20, 2022
Tickers
ARKK
ARKW
EVS
NVDA
Tags
Benzinga
Market News
TSLA
From
Benzinga
Cathie Wood's Funds Deliver Mixed Q3 Results: Ark Founder's Shares Take On Zoom, Roku, Teladoc And Blockchain
October 20, 2022
Tickers
ARKK
ARKQ
COIN
EXAS
Tags
ARKK
COIN
ARK Investment Management
From
Benzinga
Cathie Wood Picks Apart Fed's Hawkish Policy Again: 'Elon Musk, Jeff Gundlach Echoed Our Concerns About Deflation Risk'
October 19, 2022
Tickers
ARKK
TGT
TSLA
WMT
Tags
Elon Musk
Analyst Ratings
Analyst Color
From
Benzinga
Cathie Wood Remains Skeptical Of Auto Debt: 'Decline In Used Car Prices Could Be Worse If...'
October 19, 2022
Tickers
ARKK
EVS
F
GM
Tags
News
Cathie Wood
Top Stories
From
Benzinga
Cathie Wood Loads Up Over $6.7M In Adobe Stock As It Tumbles 27% In A Month — Also Adds Stake In This Biopharma Company
October 10, 2022
Tickers
ADBE
ARKG
ARKW
NRIX
Tags
Top Stories
ADBE
Cathie Wood
From
Benzinga
Elon Musk Nods As Cathie Wood Raises Alarm On Trillion-Dollar Auto Debt Market Facing 'Serious Losses'
October 10, 2022
Tickers
ARKK
EVS
F
GM
Tags
Analyst Color
Analyst Ratings
GM
From
Benzinga
Cathie Wood Keeps Faith In Tesla With $32M Stake Buy As Shares Drop Nearly 40% This Year
October 03, 2022
Tickers
ARKK
ARKW
SPOT
TSLA
Tags
Trading Ideas
ARK Investment Management
ARKK
From
Benzinga
Is Tesla Making A Mistake Building Optimus To Resemble A Human? Ark Analyst And Elon Musk Weigh In
October 03, 2022
Tickers
TECH
TSLA
Tags
ARK Investment Management
Cathie Wood
News
From
Benzinga
Cathie Wood Slashes $18M Stake In Spotify, Keeps Binging On This Software Company's Shares
October 02, 2022
Tickers
ARKK
PATH
SPOT
TECH
Tags
Market News
Benzinga
Short Ideas
From
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'Big Short' Investor Michael Burry Reminisces Dow's Largest Single-Day Fall In 2008: Wonders 'If This Could Be Worse'
September 30, 2022
Tickers
AGG
BND
SPY
Tags
AGG
Market News
Benzinga
From
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Cathie Wood Loads Up $12M In Shares Of Software Company Day After It Announced Collaboration With Microsoft
September 29, 2022
Tickers
ARKK
MSFT
PATH
TECH
Tags
ARKK
MSFT
Trading Ideas
From
Benzinga
Cathie Wood Sells $2.8M In Healthcare Stock Buoyed By Amazon-Linked Rumors
September 28, 2022
Tickers
AMZN
ARKG
ARKK
SGFY
Tags
Market News
Benzinga
Sector ETFs
From
Benzinga
Cathie Wood Says Powell's 'Sledgehammer' To 'Slay' Inflation Way More Powerful Than Volcker's In 1980s: 'Fed Could Undermine Its Legacy'
September 26, 2022
Tags
Jerome Powell
Economics
Federal Reserve
From
Benzinga
Cathie Wood Splurges $22M To Hike Stake In This Chipmaker Stock Worrying Jim Cramer
September 26, 2022
Tickers
ARKG
NVDA
TECH
Tags
Specialty ETFs
Long Ideas
Chipmaker
From
Benzinga
Cathie Wood Loads Up $23M Worth Of Shares In This Gene-Editing Company As Stock Falls Over 10% In A Month
September 25, 2022
Tickers
ARKG
ARKK
VERV
Tags
Broad U/S/ Equity ETFs
Cathie Wood
News
From
Benzinga
Cathie Wood Snaps Up $421K In Shares Of This 3D Printing Partner Of Elon Musk's SpaceX
September 22, 2022
Tickers
AJRD
ARKX
LMT
TECH
Tags
ARK Investment Management
Eurasia
Trading Ideas
From
Benzinga
Cathie Wood Cuts $32M From Healthcare Company In Which Amazon Is Reportedly Interested
September 20, 2022
Tickers
AMZN
ARKK
SGFY
TSLA
Tags
ARK Investment Management
Trading Ideas
ARKK
From
Benzinga
Elon Musk Calls Out Fed For Too Much Latency In Rate Decisions, Ahead Of Tuesday's Meeting: 'Problematic In A Fast-Changing World'
September 20, 2022
Tickers
TSLA
Tags
FOMC Meeting
TSLA
Market News
From
Benzinga
Cathie Wood Buys Nearly $7M In This Sapped Bitcoin-Linked Stock — Also Picks Up Shares In CareDx
September 14, 2022
Tickers
ARKG
ARKK
BITCOMP
CDNA
Tags
Trading Ideas
COIN
Broad U/S/ Equity ETFs
From
Benzinga
ETF Prime: Lara Crigger Discusses an ETF Milestone, ARK’s Future, & Inverse Blockchain Exposure
September 13, 2022
Tickers
BLOK
FIG
IBIT
JEPI
Tags
lara crigger
Cathie Wood
Defiance ETFs
From
ETF Trends
Cathie Wood Snaps Up $1.6M In Beaten-Down Nvidia Stock — Also Adds Shares Of This Autonomous Tech
September 12, 2022
Tickers
ARKQ
NVDA
TER
Tags
Market News
Benzinga
autonomous tech
From
Benzinga
Cathie Wood Adds Over $1.2M In UiPath Shares, Piles Into This Sports Betting Stock As Well
September 11, 2022
Tickers
ARKK
DKNG
PATH
SNOW
Tags
ARKK
ARK Investment Management
Trading Ideas
From
Benzinga
Cathie Wood Trims Spotify Stake And Adds Another $3.5M In This Chipmaker
September 09, 2022
Tickers
ARKQ
ARKW
NVDA
SPOT
Tags
Market News
Benzinga
Short Ideas
From
Benzinga
After Warren Buffett, Cathie Wood Trims Stake In This EV Maker With $3M Sale
September 08, 2022
Tickers
BRK-A
BRK-B
BYDDF
BYDDY
Tags
BYDDY
ETFs
Short Ideas
From
Benzinga
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