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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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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
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10 Communication Services Stocks Whale Activity In Today's Session
June 17, 2024
Tickers
ASTS
BIDU
CHTR
DIS
Tags
CHTR
Options
META
From
Benzinga
What's Going On With AST Space Mobile Shares Monday?
June 17, 2024
Tickers
ASTS
NEWS
T
VZ
Tags
News
T
why it's moving
From
Benzinga
Why Allego Shares Are Moving Higher Monday
June 17, 2024
Tickers
ALLG
ASTS
NEWS
Tags
ALLG
News
Movers
From
Benzinga
Up 100% or More in 2024, Is It Too Late to Buy These 3 Stocks?
June 17, 2024
Tickers
ASTS
GME
MDIA
ROOT
Tags
NASDAQ:ASTS,NASDAQ:MDIA,NASDAQ:ROOT,NASDAQ:TSLA,NYSE:GME
ASTS
Market News
From
InvestorPlace
3 Stocks With the Best Chance to 20X in the Next Decade: June Edition
June 14, 2024
Tickers
ASTS
RUM
STEM
UBER
Tags
Market News
ASTS
UBER
From
InvestorPlace
Mama's Creations, GameStop And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
June 12, 2024
Tickers
ASTS
FER
GME
MAMA
Tags
ASTS
Benzinga
Movers
From
Benzinga
7 Cheap Tech Stocks With 150% Upside to Buy Before It’s Too Late
June 12, 2024
Tickers
ASTS
AXON
BASE
BKTI
Tags
RAMP
T
Stocks to Buy
From
InvestorPlace
Why Is Satellite Company AST SpaceMobile Stock Soaring On Tuesday?
June 11, 2024
Tickers
AAPL
ASTS
GSAT
IWM
Tags
Tech
Stories That Matter
why it's moving
From
Benzinga
Why Is Satellite Communications Globalstar Stock Trading Higher On Tuesday?
June 11, 2024
Tickers
AAPL
ASTS
GSAT
NEWS
Tags
Media
AAPL
News
From
Benzinga
Why AST SpaceMobile Stock Popped 7% on Tuesday
June 11, 2024
Tickers
ASTS
Tags
Recent Press Releases
ASTS
Market News
From
Motley Fool
Shoals Technologies, Affirm Holdings, Apple And Other Big Stocks Moving Higher On Tuesday
June 11, 2024
Tickers
AAPL
AFRM
ASTS
CRBP
Tags
SHLS
PHAR
VFC
From
Benzinga
Jim Cramer Isn't Recommending SLB, And BlackBerry? 'Nothing There'
June 10, 2024
Tickers
AMD
ASTS
BB
BWXT
Tags
VZ
Jim Cramer
Long Ideas
From
Benzinga
EXCLUSIVE: Top 10 Most Searched Tickers On Benzinga Pro In May: Where Do Nvidia, Tesla, GameStop, AMC Rank?
June 07, 2024
Tickers
AAPL
AI
AMC
AMD
Tags
PLTR
CTNT
Benzinga Pro
From
Benzinga
Contrarian Commandos: 3 Stocks Staging a Stealth Attack on Conventional Market Wisdom
June 07, 2024
Tickers
ASTS
BRK-A
BRK-B
MKL
Tags
NASDAQ:TSLA,NYSE:BRK/A,NYSE:BRK/B,NYSE:MKL,NASDAQ:NNE,NASDAQ:ASTS,NYSE:T,NYSE:VZ,NASDAQ:NKLA
BRK/A
TSLA
From
InvestorPlace
Behind the Scenes of AST SpaceMobile's Latest Options Trends
June 06, 2024
Tickers
ASTS
Tags
BZI/UOA
Benzinga
ASTS
From
Benzinga
If You Can Only Buy One Space Stock Now, It Better Be One of These 3 Names
June 06, 2024
Tickers
ASTS
GRMN
LUNR
RKLB
Tags
NASDAQ:RKLB,NASDAQ:LUNR,NASDAQ:UFO,NASDAQ:SATS,NASDAQ:ASTS,NASDAQ:GRMN,NASDAQ:SPCE
Market News
GRMN
From
InvestorPlace
What's Going On With AST SpaceMobile Stock Wednesday?
June 05, 2024
Tickers
ASTS
NEWS
UFO
XTL
Tags
telecommunications
Mobile Phones
UFO
From
Benzinga
Up 218%, Is AST SpaceMobile a Buy Now?
June 04, 2024
Tickers
AAPL
ASTS
Tags
Market News
AAPL
ASTS
From
Motley Fool
3 Reasons to Worry About AST SpaceMobile's AT&T and Verizon Contracts
June 03, 2024
Tickers
ASTS
T
VZ
Tags
Market News
Recent Press Releases
VZ
From
Motley Fool
AST SpaceMobile Skyrockets Almost 100% After Verizon Deal
May 31, 2024
Tickers
ASTS
VZ
Tags
Market News
VZ
ASTS
From
Motley Fool
Growth Gone Wild: 3 Stocks Poised to Leave the Market in the Dust
May 31, 2024
Tickers
ASTS
GCT
NVDA
SN
Tags
ASTS
SN
VZ
From
InvestorPlace
Unearthing Unknown Stocks: 3 Picks That Could Be the Next Big Thing
May 31, 2024
Tickers
AAPL
AMZN
ASTS
FLNC
Tags
AMZN
AAPL
MARA
From
InvestorPlace
What the Options Market Tells Us About AST SpaceMobile
May 30, 2024
Tickers
ASTS
Tags
Markets
Options
Market News
From
Benzinga
Palantir, AST SpaceMobile, Salesforce, Disney, Tesla: Why These 5 Stocks Are On Investors' Radars Today
May 29, 2024
Tickers
ASTS
CRM
DIS
EVS
Tags
Palantir Technologies
Elon Musk
Walt Disney Company
From
Benzinga
10 Communication Services Stocks Whale Activity In Today's Session
May 29, 2024
Tickers
ASTS
BILI
DIS
DJT
Tags
DIS
DJT
Options
From
Benzinga
Why Bank of Montreal Shares Are Trading Lower By Around 7%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
May 29, 2024
Tickers
AAL
AAP
ANF
ASTI
Tags
SOBR
CNEY
Losers
From
Benzinga
Want to Invest in xAI? Now You Can Through Cathie Wood’s ARK Venture Fund.
May 29, 2024
Tickers
ASTS
CHWY
DLTR
Tags
ARKVX
NASDAQ:ARKVX,NASDAQ:DLTR,NYSE:CHWY,NASDAQ:ASTS
Market News
From
InvestorPlace
Why AST SpaceMobile Stock Exploded 35% Higher Today
May 29, 2024
Tickers
ASTS
T
VZ
Tags
Market News
Recent Press Releases
T
From
Motley Fool
Dollar Tree Layoffs 2024: What to Know About the Latest DLTR Job Cuts
May 29, 2024
Tickers
ASTS
CHWY
DLTR
RIOT
Tags
RIOT
ASTS
Market News
From
InvestorPlace
Chewy (CHWY) Stock Just Got a $500 Million Boost. What to Watch.
May 29, 2024
Tickers
ASTS
CHWY
HOOD
RIOT
Tags
ASTS
RIOT
Market News
From
InvestorPlace
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