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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
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Total Asset Fund (TAF)
TAF sm Program
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EVENTS
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Event Schedule
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Investing During Uncertain Times
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
Featured Quarterly Newsletter
Featured Articles
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Why Is Ascent Solar Technologies (ASTI) Stock Up 51% Today?
October 24, 2023
Tickers
ASTI
Tags
NASDAQ:ASTI
Market News
Today's Market
From
InvestorPlace
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
October 24, 2023
Tickers
ASTI
AWIN
CLSK
GREE
Tags
WULF
NCNC
MKFG
From
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Why Logitech International Shares Are Trading Higher By Over 11%; Here Are 20 Stocks Moving Premarket
October 24, 2023
Tickers
ARBK
ASTI
AWIN
CLSK
Tags
ICU
Markets
AWIN
From
Benzinga
Why Ascent Solar Shares Are Jumping Today
October 24, 2023
Tickers
ASTI
Tags
Markets
premarket trading
Briefs
From
Benzinga
12 Information Technology Stocks Moving In Monday's After-Market Session
October 23, 2023
Tickers
AGYS
ASTI
ETWO
HOLO
Tags
BZI/TFM
Benzinga
OBLG
From
Benzinga
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
October 17, 2023
Tickers
ASTI
BKYI
CETX
IDAI
Tags
NTCT
ASTI
Movers
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's After-Market Session
October 04, 2023
Tickers
AEY
ASTI
CMBM
DATS
Tags
Market News
Movers
AEY
From
Benzinga
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
October 03, 2023
Tickers
AGIL
ASTI
AUUD
EGIO
Tags
AGIL
EGIO
MLGO
From
Benzinga
Why SeaStar Medical Holding Shares Are Trading Higher By Around 35%? Here Are Other Stocks Moving In Friday's Mid-Day Session
September 29, 2023
Tickers
ADD
APRN
ASTI
BCLI
Tags
CENX
BXRX
Market News
From
Benzinga
12 Information Technology Stocks Moving In Friday's Intraday Session
September 29, 2023
Tickers
ASTI
MIMO
MLGO
MTC
Tags
OST
ASTI
Movers
From
Benzinga
Nasdaq Rises Over 100 Points; Accenture Shares Fall After Q4 Results
September 28, 2023
Tickers
ACN
ASTI
BCLI
BNOX
Tags
News
RNLX
BNOX
From
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
September 28, 2023
Tickers
AMPG
ASTI
GNSS
GREE
Tags
GREE
KERN
OPRA
From
Benzinga
Why CarMax Shares Are Trading Lower By Around 10%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
September 28, 2023
Tickers
ACAD
ACIC
ACN
ADTX
Tags
ANZU
Trading Ideas
KMX
From
Benzinga
Crude Oil Moves Lower; CarMax Posts Downbeat Earnings
September 28, 2023
Tickers
ASTI
BCLI
BNOX
BXRX
Tags
Market News
ASTI
CHS
From
Benzinga
Dow Rises 80 Points; US Jobless Claims Edge Higher
September 28, 2023
Tickers
ASTI
BCLI
BNOX
BXRX
Tags
News
RNLX
BNOX
From
Benzinga
Why Ascent Solar Technologies (ASTI) Stock Is Down 60%
September 28, 2023
Tickers
ASTI
Tags
Benzinga
why it's moving
Penny Stocks
From
Benzinga
META Stock Alert: 9 Takeaways From Meta Connect 2023
September 28, 2023
Tickers
ASTI
GME
META
SYBX
Tags
META
NASDAQ:META,NYSE:GME,NASDAQ:SYBX,NASDAQ:ASTI
Market News
From
InvestorPlace
Why Is Synlogic (SYBX) Stock Down 6% Today?
September 28, 2023
Tickers
ASTI
BNOX
INPX
SYBX
Tags
BNOX
ASTI
Market News
From
InvestorPlace
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
September 28, 2023
Tickers
ACN
ALPP
ASNS
ASTI
Tags
WDAY
Market News
ASTI
From
Benzinga
Why Gritstone bio Shares Are Trading Higher By Around 37%; Here Are 20 Stocks Moving Premarket
September 28, 2023
Tickers
ASNS
ASST
ASTI
CNXA
Tags
XWEL
PIXY
ID
From
Benzinga
Why Is Ascent Solar Technologies (ASTI) Stock Down 58% Today?
September 28, 2023
Tickers
ASTI
BNOX
INPX
Tags
INPX
NASDAQ:ASTI,NASDAQ:INPX,NASDAQ:BNOX
BNOX
From
InvestorPlace
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday
September 28, 2023
Tickers
ASNS
ASTI
BNOX
BZFD
Tags
SYBX
DRUG
NIR
From
InvestorPlace
12 Information Technology Stocks Moving In Wednesday's After-Market Session
September 27, 2023
Tickers
ARBK
ASNS
ASTI
BKYI
Tags
CAMP
BKYI
INPX
From
Benzinga
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
September 26, 2023
Tickers
AEY
AKTS
ARBB
ASTI
Tags
MLGO
ARBB
DTSS
From
Benzinga
12 Information Technology Stocks Moving In Friday's Intraday Session
September 22, 2023
Tickers
ALPP
ASTI
ATOM
CETX
Tags
GVP
CETX
Benzinga
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's Intraday Session
September 20, 2023
Tickers
ARBB
ASTI
CETX
CLIR
Tags
CXDO
Market News
GRRR
From
Benzinga
12 Information Technology Stocks Moving In Tuesday's Intraday Session
September 19, 2023
Tickers
APP
ASTI
AUR
CETX
Tags
Movers
ASTI
Market News
From
Benzinga
12 Information Technology Stocks Moving In Monday's After-Market Session
September 18, 2023
Tickers
ASTI
BLBX
BTOG
CPTN
Tags
MRIN
CPTN
STIX
From
Benzinga
12 Information Technology Stocks Moving In Monday's Intraday Session
September 18, 2023
Tickers
AGIL
ASTI
AUID
CLIR
Tags
FOXO
VERB
MIGI
From
Benzinga
Why CS Disco Are Trading Lower By 22%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
September 12, 2023
Tickers
ACB
AGIL
AMPH
ASTI
Tags
BOWL
IVP
Mid/Day Movers
From
Benzinga
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