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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Market Analysis Summary
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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
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The Best Sports Betting Stocks to Buy for the NFL Surge
September 14, 2022
Tickers
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PL
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Market Insight
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From
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September 12, 2022
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ASTS Stock: What to Know as AST SpaceMobile’s BlueWalker 3 Reaches Orbit
September 12, 2022
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September 12, 2022
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Tags
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From
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Why Clovis Oncology Is Trading Higher By 14%; Here Are 28 Stocks Moving Premarket
September 12, 2022
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INM
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Benzinga
Did SpaceX Just Put AST SpaceMobile Out of Business?
September 05, 2022
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GSAT
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From
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Elon Musk Enters The Space Race Again, This Time With Cell Phones: Here's A Public Company Building Its Own Space Network
August 26, 2022
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AMZN
ASTS
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Tags
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Space Stocks Alert: Watch SPCE, ASTR, ASTS, MNTS Ahead of Aug. 29
August 26, 2022
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ASTS
MNTS
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Space Cell Phones? Elon Musk's SpaceX Is Teaming With A Wireless Carrier On Earth
August 24, 2022
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TECH
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Tags
Topics
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10 Communication Services Stocks With Whale Alerts In Today's Session
August 16, 2022
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FUBO
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GTN
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From
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11 Communication Services Stocks Moving In Tuesday's Intraday Session
August 16, 2022
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BBIG
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Why Is FuboTV (FUBO) Stock Up 55% Today?
August 16, 2022
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Why Did AST SpaceMobile (ASTS) Stock Just Hit a New 52-Week High?
August 16, 2022
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What's Going On With AST SpaceMobile Stock Today
August 16, 2022
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12 Communication Services Stocks Moving In Tuesday's Pre-Market Session
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ASTS
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Why Is AST SpaceMobile (ASTS) Stock Up Today?
August 12, 2022
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Why FlexShopper Surged Over 47%; Here Are 104 Biggest Movers From Yesterday
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August 11, 2022
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Benzinga
AST SpaceMobile (ASTS) Squeezes 30% Higher
August 11, 2022
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ASTS
LI
NIO
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NIO
From
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Disney, Inotiv, Warby Parker And Some Other Big Stocks Moving Higher On Thursday
August 11, 2022
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AEG
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From
Benzinga
AST SpaceMobile Stock Is Soaring Today: Here's Why
August 09, 2022
Tickers
ASTS
Tags
Trading Ideas
why it's moving
Small Cap
From
Benzinga
The ‘Fave Five’ Space Stocks to Buy on the Dip
August 09, 2022
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ASTS
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Tags
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From
InvestorPlace
10 Communication Services Stocks Moving In Tuesday's Intraday Session
August 09, 2022
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ASTS
CARG
CCO
CUEN
Tags
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From
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'I Think It's Too Cheap To Get Rid Of': Jim Cramer Recommends Holding Onto This Stock
August 03, 2022
Tickers
ASTS
CNC
LGF-A
RDWR
Tags
Media
Market News
Jim Cramer
From
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