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about us
Investment Approach
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Firm ADV PDFs
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Nokia, AST SpaceMobile Join Hands For 5-Year 5G Deal
July 28, 2022
Tickers
ASTS
NOK
TECH
TSLA
Tags
Market News
ASTS
Briefs
From
Benzinga
11 Communication Services Stocks Moving In Monday's After-Market Session
May 16, 2022
Tickers
ASTS
AUTO
BZFD
CREX
Tags
BZFD
NRDS
IZEA
From
Benzinga
Earnings Scheduled For May 16, 2022
May 16, 2022
Tickers
ACRX
ADMP
ALBO
AMPS
Tags
KULR
XLY
IZEA
From
Benzinga
SPRO Stock Alert: 9 Things to Know as Spero Therapeutics Plunges 50%
May 03, 2022
Tickers
ASTS
CAR
SPRO
WDC
Tags
NASDAQ:SPRO,NASDAQ:CAR,NASDAQ:WDC,NASDAQ:ASTS
WDC
Market News
From
InvestorPlace
Why Is AST SpaceMobile (ASTS) Stock in the Spotlight Today?
May 03, 2022
Tickers
AMT
ASTS
ORAN
VOD
Tags
VOD
Today's Market
NASDAQ:ASTS,NYSE:AMT,NASDAQ:VOD,NYSE:ORAN
From
InvestorPlace
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
May 03, 2022
Tickers
AIM
ASTS
BRQS
BTTX
Tags
SRGA
BRQS
ASTS
From
InvestorPlace
20 Stocks Moving in Tuesday's Pre-Market Session
May 03, 2022
Tickers
AIM
ALJJ
AQB
ASTS
Tags
FTRP
AQB
Trading Ideas
From
Benzinga
AST SpaceMobile Shares Gain On Winning Experimental License From FCC
May 03, 2022
Tickers
ASTS
TECH
Tags
Benzinga
Tech
News
From
Benzinga
10 Communication Services Stocks Moving In Monday's After-Market Session
April 18, 2022
Tickers
ASTS
DOYU
GCI
GOGO
Tags
GCI
Movers
ASTS
From
Benzinga
Western Sanctions On Russia Jeopardizes Satellite Launches To Space: Reuters
April 11, 2022
Tickers
AMZN
ASTR
ASTS
RKLB
Tags
Small Cap
ASTS
AMZN
From
Benzinga
AST SpaceMobile Collaborates With Orange
March 25, 2022
Tickers
ASTS
ORAN
Tags
News
Benzinga
Small Cap
From
Benzinga
5 Short Squeeze Candidates To Watch: Indonesia Energy Remains On Top, New Small Cap Cybersecurity Stock Joins The List
March 21, 2022
Tickers
ASTS
CYRN
ENSV
IMPP
Tags
INDO
Small Cap
Trading Ideas
From
Benzinga
Oil Stocks INDO, IMPP, ENSV Are Some of the Top Short Squeeze Opportunities Now
March 14, 2022
Tickers
APPH
ASTS
ENSV
IMPP
Tags
IMPP
Today's Market
APPH
From
InvestorPlace
5 Short Squeeze Candidates To Watch: Indoneisa Energy Tops The List, Two Other Oil Related Stocks Join Leaderboard
March 14, 2022
Tickers
APPH
ASTS
ENSV
IMPP
Tags
Short Squeeze
Fintel
Market News
From
Benzinga
23 Stocks Moving in Thursday's Pre-Market Session
March 10, 2022
Tickers
API
ASAN
ASTS
BORR
Tags
GPL
BORR
Trading Ideas
From
Benzinga
87 Biggest Movers From Yesterday
March 10, 2022
Tickers
ABVC
ACY
ADES
AFIB
Tags
SKYH
IVC
News
From
Benzinga
Mid-Afternoon Market Update: Crude Oil Dips 12%; Cricut Shares Plunge
March 09, 2022
Tickers
ASTS
BHG
BMBL
CPB
Tags
Intraday Update
Benzinga
DRCT
From
Benzinga
Mid-Day Market Update: Nasdaq Surges 375 Points; Bumble Shares Spike Higher
March 09, 2022
Tickers
ASTS
BHG
BMBL
CPB
Tags
Intraday Update
Mid/Day Market Update
Benzinga
From
Benzinga
Dow Jones Today: What’s Moving the Market This Wednesday?
March 09, 2022
Tickers
ASTS
COIN
CVX
PLTR
Tags
NYSE:CVX,NASDAQ:ASTS,NYSE:PLTR,NASDAQ:COIN
COIN
PLTR
From
InvestorPlace
50 Stocks Moving In Wednesday's Mid-Day Session
March 09, 2022
Tickers
ACY
ADES
AREB
ASTS
Tags
MOHO
NTRA
DAVE
From
Benzinga
Why Is AST SpaceMobile (ASTS) Stock Up Today?
March 09, 2022
Tickers
ASTS
TSLA
Tags
Today's Market
ASTS
NASDAQ:ASTS,NASDASQ:TSLA
From
InvestorPlace
Mid-Morning Market Update: Markets Open Higher; Dow Jumps Over 600 Points
March 09, 2022
Tickers
ASTS
BHG
BMBL
CANO
Tags
CPB
Small Cap
ASTS
From
Benzinga
A SpaceX Deal Has This Small-Cap Space Stock Running
March 09, 2022
Tickers
AMT
ASTS
TECH
TSLA
Tags
Movers
Samsung
VOD
From
Benzinga
AST SpaceMobile And SpaceX? Why ASTS Shares Are Rising Today
March 09, 2022
Tickers
ASTS
Tags
why it's moving
Trading Ideas
Contracts
From
Benzinga
12 Communication Services Stocks Moving In Monday's After-Market Session
February 28, 2022
Tickers
ASTS
BAOS
GENI
IZEA
Tags
PUBM
BAOS
TRVG
From
Benzinga
11 Communication Services Stocks Moving In Wednesday's After-Market Session
February 23, 2022
Tickers
ASTS
BAND
BAOS
CRTD
Tags
IZEA
Benzinga
GSMG
From
Benzinga
12 Communication Services Stocks Moving In Wednesday's Pre-Market Session
February 02, 2022
Tickers
ASTS
CREX
GOOG
GOOGL
Tags
ASTS
MGNI
UONE
From
Benzinga
10 Communication Services Stocks Whale Activity In Today's Session
December 30, 2021
Tickers
ASTS
ATVI
DIS
FB
Tags
VIAC
FB
ROKU
From
Benzinga
10 Communication Services Stocks Whale Activity In Today's Session
December 28, 2021
Tickers
ASTS
BILI
DISCK
FB
Tags
FB
VIAC
BZI/AUOA
From
Benzinga
60 Biggest Movers From Yesterday
December 07, 2021
Tickers
ACET
ADGI
AEI
AGLE
Tags
VEV
Movers
SONX
From
Benzinga
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