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Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
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Yield Difference
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Maturity Risk
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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
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Total Asset Fund (TAF)
TAF sm Program
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EVENTS
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TAF
Event Schedule
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Featured Event
Calendar of Events
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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
Contrarian Notes Blog
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Bruised Stocks Set For Rebound After 3 Days Of Losses Despite Lofty Bond Yields: Why This Analyst Says 'Don't Lose Faith Just Yet'
September 22, 2023
Tickers
AMZN
ATVI
BABA
JD
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PLTR
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Benzinga
Bill Ackman says go short the long bond. Here’s why.
September 22, 2023
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AMZN
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ES00
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From
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Scholastic stock tumbles on loss, Activision share rises on Microsoft deal news and more moving stocks
September 22, 2023
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AZN
BABA
FFIE
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FFIE
NIO
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From
MarketWatch
JPMorgan says there may be many oil crises this decade as it lifts rating on energy stocks
September 22, 2023
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TS
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ES:REP
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From
MarketWatch
Peanut Butter and Jelly Twinkies?
September 21, 2023
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ACI
AMZN
ATVI
AZEK
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SJM
Recent Press Releases
PEP
From
Motley Fool
Here’s why Cisco may want to close the Splunk deal sooner rather than later
September 21, 2023
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CHKP
CRM
CRWD
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ATVI
PLTR
From
MarketWatch
This Is What Whales Are Betting On Activision Blizzard
September 21, 2023
Tickers
ATVI
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Options
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ATVI
From
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Epic Games, Zynga, EA, Activision, Google Veterans Drive Onchain Gaming With Proof Of Play's $33M Funding
September 21, 2023
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ATVI
EA
GOOG
RPG
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AI Generated
Pirate Nation
Market News
From
Benzinga
Microsoft Wants To Buy Nintendo And Valve? Xbox's Phil Spencer Said So In Leaked Emails
September 20, 2023
Tickers
ATVI
MSFT
NTDOY
Tags
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Phil Spencer
Gaming
From
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Did Microsoft Leak Its Own Xbox Information? Phil Spencer Promises 'Real Plans' In The Future
September 20, 2023
Tickers
ATVI
MSFT
Tags
Document Leaks
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Phil Spencer
From
Benzinga
Document Leak: Microsoft's Gaming Strategy Emphasizes Mobile, Ads
September 20, 2023
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ATVI
MSFT
Tags
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From
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Nintendo Switch 2 To Deliver PlayStation 4-Level Performance, Leaked Documents Reveal
September 19, 2023
Tickers
ATVI
MSFT
NTDOY
SONY
Tags
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Nintendo Switch 2
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From
Benzinga
Microsoft's Vision For Xbox: Next-Gen Consoles By 2028, Mid-Gen Refresh In 2024
September 19, 2023
Tickers
ATVI
MSFT
SONY
Tags
xbox
Gaming Consoles
Xbox Series S
From
Benzinga
Activision Blizzard Unusual Options Activity For September 15
September 15, 2023
Tickers
ATVI
Tags
Options
Markets
Benzinga
From
Benzinga
If You Invested $100 In This Stock 15 Years Ago, You Would Have $500 Today
September 15, 2023
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ATVI
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Benzinga
ATVI
Earnings
From
Benzinga
Microsoft Stock Outlook: The Catalysts That Could Send MSFT Surging in 2024
September 13, 2023
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NASDAQ:MSFT,NASDAQ:ATVI
Market News
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InvestorPlace
The 3 Most Undervalued Gaming Stocks to Buy in September 2023
September 12, 2023
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ATVI
EA
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TTWO
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TTWO
Stocks to Buy
From
InvestorPlace
3 Defensive Stocks That Will Outperform the Market Over the Next 10 Years
September 12, 2023
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ATVI
AXP
BRK-B
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From
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20 Years Of Gaming: Steam's Special Badges For Original Users
September 11, 2023
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ATVI
EA
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General
News
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From
Benzinga
(ATVI) - Analyzing Activision Blizzard's Short Interest
September 08, 2023
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ATVI
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ATVI
Market News
Benzinga
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Benzinga
3 Popular Stocks That the Smart Money Is Dumping in Droves
September 08, 2023
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AMZN
ATVI
BRK-A
BRK-B
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BRK/B
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InvestorPlace
The 7 Best Dow Stocks to Buy Now: September 2023
September 08, 2023
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AAPL
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JNJ
KO
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NVDA
NASDAQ:AAPL,NYSE:KO,NYSE:JNJ,NYSE:MCD,NASDAQ:MSFT,NYSE:NKE,NYSE:V,NYSE:KVUE,NASDAQ:NVDA,NASDAQ:ATVI
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This Is What Whales Are Betting On Activision Blizzard
September 07, 2023
Tickers
ATVI
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Benzinga
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ATVI
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Benzinga
Game Stop's Second Quarter Report Shows It Is Getting Its Game Back
September 07, 2023
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ATVI
EA
GME
MSFT
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ATVI
Market News
GME
From
Benzinga
Diablo 4's Annual Expansion Strategy: What Gamers Can Expect
September 06, 2023
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ATVI
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News
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Benzinga
3 Stocks the Smart Money Is Buying Hand Over Fist
September 06, 2023
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AAPL
ATVI
MSFT
PLTR
Tags
NYSE:PLTR,NASDAQ:MSFT,NASDAQ:ATVI,NASDAQ:AAPL
Stocks to Buy
MSFT
From
InvestorPlace
U.S. government’s crusade against Big Tech threatens investors and the economy
September 06, 2023
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ATVI
DIS
META
MSFT
Tags
DIS
NFLX
ATVI
From
MarketWatch
GameStop earnings are due. Can management change the narrative?
September 05, 2023
Tickers
AMZN
ATVI
GME
MSFT
Tags
AMZN
SONY
MSFT
From
MarketWatch
Biden antitrust enforcers stick to ‘tough talk’ despite mounting court losses
September 05, 2023
Tickers
ATVI
META
MSFT
Tags
META
MSFT
ATVI
From
MarketWatch
The true call of duty? How women veterans can get the higher-paying civilian jobs they deserve
September 04, 2023
Tickers
ATVI
Tags
ATVI
From
MarketWatch
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