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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
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
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Cathie Wood Adds $47M In This Automation Firm As Shares Dive 36% In A Month
September 07, 2022
Tickers
ARKK
ARKQ
PATH
Tags
Specialty ETFs
Automation
Cathie Wood
From
Benzinga
Cathie Wood Adds Another $4.2M In This Chipmaker As Stock Slides 24% In A Month
September 06, 2022
Tickers
ARKQ
ARKW
NVDA
Tags
News
Short Ideas
NVDA
From
Benzinga
Cathie Wood Sells $41M In Tesla Shares And Loads Up On This Chip Stock Amid Thursday's Plunge
September 01, 2022
Tickers
ARKK
EVS
NVDA
TSLA
Tags
Chipmaker
electric vehicles
Market News
From
Benzinga
Cathie Wood Loads Up $3M In This Precision Medicine Firm's Shares Despite Bleak Q2 Results
August 30, 2022
Tickers
ARKG
CDNA
Tags
Health Care
News
Small Cap
From
Benzinga
Bitcoin Network Tops $100 Trillion In Total Transacted Value: Ark Analyst Urges Caution On 'Landmark'
August 26, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Market News
Benzinga
David Puell
From
Benzinga
Confounding Trade? Cathie Wood Dumps $50M In Nvidia Shares Just 2 Weeks After Major Buy And A Day Ahead Of Earnings
August 24, 2022
Tickers
ARKK
NVDA
ZM
Tags
Cathie Wood
Long Ideas
ARK Investment Management
From
Benzinga
After Reports Of Amazon Taking Interest In Healthcare Firm, Cathie Wood Cuts $48M From Stake
August 23, 2022
Tickers
AMZN
SGFY
UNH
Tags
Cathie Wood
UNH
SGFY
From
Benzinga
Amazon, UnitedHealth Said To Be Pursuing Cathie Wood-Backed Healthcare Firm
August 22, 2022
Tickers
AAPL
AMZN
OPCH
SGFY
Tags
SGFY
OPCH
One Medical
From
Benzinga
Cathie Wood Adds $4.5M Worth Of Teladoc Shares, Cuts Stake Further In This Healthcare Stock
August 10, 2022
Tickers
ARKK
MKFG
SGFY
TDOC
Tags
Markets
Cathie Wood
TDOC
From
Benzinga
Cathie Wood On Why She Cut Coinbase Stake
August 09, 2022
Tickers
ARKK
COIN
Tags
News
Hedge Funds
Media
From
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Cathie Wood Makes Massive Buy In Nvidia Stock: Here's What You Should Know
August 09, 2022
Tickers
ARKF
ARKK
ARKW
DKNG
Tags
Trading Ideas
ETFs
Long Ideas
From
Benzinga
Cathie Wood Sheds $5M In CRISPR Therapeutics, Scoops Up These Biotech Stocks Instead
August 05, 2022
Tickers
ARKK
CRSP
EXAS
PACB
Tags
ARKK
CRSP
ARK Investment Management
From
Benzinga
Cathie Wood Doubles Down On Telehealth Play With $15M Buy
July 29, 2022
Tickers
ARKF
ARKK
ARKW
TDOC
Tags
virtual healthcare
Market News
Benzinga
From
Benzinga
Cathie Wood Dumps $75M Of Coinbase Stock At Massive Loss After Long Being Bullish
July 27, 2022
Tickers
ARKK
COIN
ROKU
SHOP
Tags
Market News
Benzinga
ROKU
From
Benzinga
Cathie Wood Shares How Bitcoin Miners Can Harness Harmful Methane Emissions
July 26, 2022
Tickers
BITCOMP
INTC
MARA
RIOT
Tags
Market News
Benzinga
RIOT
From
Benzinga
Cathie Wood Loads Up Another $21M In These 2 Crypto-Linked Stocks
July 07, 2022
Tickers
ARKK
COIN
SQ
TECH
Tags
$ETH
Broad U/S/ Equity ETFs
Market News
From
Benzinga
Here's Why Cathie Wood Believes Crypto Will Come Back Stronger: 'There's A Lot More Trust'
July 03, 2022
Tags
Cryptocurrency
Markets
Cathie Wood
From
Benzinga
Cathie Wood Loads Up Another $459,520 In This Bitcoin-Linked Stock On The Dip
June 30, 2022
Tickers
BITCOMP
COIN
HOOD
SQ
Tags
News
Broad U/S/ Equity ETFs
Benzinga
From
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Cathie Wood Defends Coinbase Allocation: Crypto Revolution 'Will Not Be Stopped'
June 29, 2022
Tickers
COIN
Tags
DeFi
News
Market News
From
Benzinga
Cathie Wood Snaps Up $1M More Of This Self-driving Truck Startup On The Dip
June 28, 2022
Tickers
ARKK
BNR
EVS
MTTR
Tags
Small Cap
Penny Stocks
Benzinga
From
Benzinga
Cathie Wood Loads Up Another $1M In This Self-Driving Truck Startup On The Dip
June 28, 2022
Tickers
ARKK
NKLA
TSLA
TSP
Tags
TSP
TSLA
ARKK
From
Benzinga
Cathie Wood Adds $863K Of This Self-Driving Trucking Firm In 3rd Buy This Month
June 24, 2022
Tickers
ARKK
NKLA
TSLA
TSP
Tags
ARKK
Sector ETFs
TSP
From
Benzinga
Cathie Wood Adds $329,000 More Of This Self-Driving Trucking Firm
June 23, 2022
Tickers
ARKK
ARKQ
EVS
TSP
Tags
News
EVs
self/driving trucks
From
Benzinga
Cathie Wood Nears Complete Exit From Disney And This Exercise Bike Maker
June 22, 2022
Tickers
DIS
PTON
Tags
ARK Investment Management
ETFs
Trading Ideas
From
Benzinga
Cathie Wood Sheds Nearly All Walt Disney Exposure With $7M Sale
June 21, 2022
Tickers
ARKW
DIS
Tags
ARK Investment Management
Trading Ideas
ETFs
From
Benzinga
Cathie Wood Loads Up $1M More Of This Self-Driving Trucking Firm As Shares Drop 80% YTD
June 21, 2022
Tickers
ARKK
EVS
TSLA
TSP
Tags
Sector ETFs
ARKK
TSLA
From
Benzinga
Crypto Vs Stocks: Correlation Trends In The Bear Market
June 17, 2022
Tags
Market News
Benzinga
Education
From
Benzinga
Cathie Wood Adds Tesla For 7th Time This Month With $3.3M Buy
June 16, 2022
Tickers
ARKK
ARKQ
ARKW
EVS
Tags
Broad U/S/ Equity ETFs
Market News
Benzinga
From
Benzinga
Cathie Wood Loads Up On Tesla Stock For 6th Time This Month
June 15, 2022
Tickers
ARKK
ARKQ
ARKW
EVS
Tags
ETFs
Trading Ideas
Elon Musk
From
Benzinga
Tesla Finds A Buyer Again In Cathie Wood As Ark Loads Up $1.8M On Latest Dip
June 14, 2022
Tickers
ARKK
EVS
TSLA
TWTR
Tags
EVs
News
Market News
From
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