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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Wealthfront Becomes the First Robo-Advisor to Offer Crypto Access
August 16, 2021
Tickers
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ARK
gbtc
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Cathie Wood's Ark Adds Another $29M To Palantir Stake After Q2 Earnings Beat, Buys DraftKings On Dip
August 15, 2021
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Palantir, Alibaba, Square, Twitter, DraftKings — Stocks Cathie Wood's Ark Bought Or Sold On Thursday
August 13, 2021
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Be Patient with Nano Dimension as It Waits for the Pandemic to Pass
August 12, 2021
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Netflix, Draftkings, Docusign, Twitter, Etsy — Stocks Cathie Wood's Ark Bought Or Sold Wednesday
August 12, 2021
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Netflix, Nvidia, DraftKings, Alibaba, Square — Stocks Cathie Wood's Ark Bought Or Sold Tuesday
August 11, 2021
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Cathie Wood Sells $7.7M In Netflix, $3M In Nvidia
August 10, 2021
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Cathie Wood's Ark Invest Sheds Another $35M In Square, Snaps $19M in Roku
August 08, 2021
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Teladoc's Earnings Had 1 Important Metric for Both Bulls and Bears
August 08, 2021
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Cathie Wood's Ark Trims Tesla Stake 2nd Day In A Row, Sells $117M In Elon Musk Company
August 05, 2021
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20 cloud stocks expected to increase sales the most over the next two years
August 05, 2021
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Cathie Wood's Ark Invest Sells Another $5.7M In Tesla
August 04, 2021
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Why Vuzix Stock Plummeted 19.3% in July
August 04, 2021
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Why Skillz Plunged 35.2% in July
August 04, 2021
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ARKW
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Cathie Wood Sheds $14.5M In Snapchat Parent, And Piles Up On Etsy, Robinhood
August 04, 2021
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ARKF
ARKW
BYDDF
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From
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Cathie Wood Sells $55M In Square After Earnings Report, Trims $15M In Snapchat And Buys $1.2M In Amazon
August 03, 2021
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AMZN
ARKF
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ARKW
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Long Ideas
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Cathie Wood's Ark Says Bitcoin Recovery Seems To Have Been Catalyzed By Elon Musk
August 02, 2021
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ARKK
ARKW
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COIN
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From
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Ark Sells $43.7M In Tesla While Cathie Wood Likens Elon Musk Company To Apple
August 01, 2021
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AAPL
ARKF
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ARKQ
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Why Roku Stock Slipped on Friday
July 30, 2021
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Cathie Wood Snaps Up $45M In Robinhood On Debut, Adds $73M In Twitter
July 30, 2021
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Why Skillz Stock Is Trending Down Today
July 29, 2021
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Buying up Houses, Opendoor Technologies Is Getting High on Its Own Supply
July 29, 2021
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Palantir Could Be Ready For Its Next Breakout
July 29, 2021
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Cathie Wood Doubles Down On Teladoc, Spotify, Shopify As Stocks See Earnings-Related Dips
July 29, 2021
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ARKF
ARKG
ARKK
ARKW
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TDOC
From
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Cathie Wood Trims Netflix Stake Despite Being Bullish On Gaming Foray, Buys $11.5M In Roblox Instead
July 28, 2021
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ARKF
ARKK
ARKQ
ARKW
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ARKK
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Cathie Wood Further Trims Stakes In Alibaba, JD, Pinduoduo Amid Heightened Concerns Over US-China Relations
July 27, 2021
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ARKW
ARKX
BABA
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Market News
Benzinga
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From
Benzinga
Cathie Wood Loads Up $88M In Twitter After Jack Dorsey Highlights Bitcoin's Role In Social Media Company's Future
July 26, 2021
Tickers
ARKK
ARKW
BITCOMP
DKNG
Tags
QSI
PATH
ROKU
From
Benzinga
Cathie Wood Loads Up Another $12M In Zoom, Continues Shedding Stakes In Alibaba Rivals Tencent, JD
July 23, 2021
Tickers
ARKK
ARKW
ARKX
BABA
Tags
Small Cap
QSI
Remote Work
From
Benzinga
Ark Buys More Coinbase As Cathie Wood Speaks At Bitcoin Conference; Also Loads Up On DraftKings, Zoom
July 21, 2021
Tickers
ARKF
ARKK
ARKW
BITCOMP
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TCEHY
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From
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Ripple: Despite the Legal Saga, XRP Is A Leading Name In Cross-Border Payments
July 21, 2021
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ARKW
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ETCG
KOIN
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