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What We Buy Currently
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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
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Firm ADV PDFs
Form CRS
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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
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
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Earnings Scheduled For December 21, 2021
December 21, 2021
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APOG
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December 20, 2021
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BlackBerry's Earnings Outlook
December 20, 2021
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BB
Earnings
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Avoid BlackBerry for Now Until Improvement in the Next Earnings Report
December 17, 2021
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BB
NYSE:BB
Market News
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Top 10 Meme Stocks of 2021 and How They’ll Fare in 2022
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Intel Stock Should Be a Long-term Winner
December 15, 2021
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ROKU Stock Price Prediction: Why One Analyst Sees Roku Falling to $190
December 15, 2021
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NVAX
RBLX
ROKU
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NASDAQ:ROKU,NASDAQ:NVAX,NYSE:BB,NYSE:RBLX
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Blackberry News: The BMW Deal Bouncing BB Stock Today
December 15, 2021
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BMWYY
CFVI
NIO
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BlackBerry Stock Hangs At Support, Could Use A Bounce
December 15, 2021
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These 2 Meme Stocks Have Legitimate Long-Term Upside
December 12, 2021
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XLNX
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This ETF Brings Exposure To Meme Stocks: A Look At The Holdings
December 10, 2021
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Blackberry’s Comeback May Take a While To Come To Fruition
December 09, 2021
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If You Like Rivian, You'll Love These 2 Stocks
December 08, 2021
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Trump’s SPAC proves you can now create a meme stock on purpose
December 07, 2021
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Don’t Count on a Short Squeeze to Save Vinco Ventures Stock
December 07, 2021
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BlackBerry’s Future is Bright Despite Unspectacular Q2 Results
November 24, 2021
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BlackBerry Is Making All the Right Moves With Partnerships and New Products
November 19, 2021
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AMZN
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GOOG
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Blackberry Is a Pricey IoT Wager With Uncertain Payoff Potential
November 17, 2021
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BB
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BlackBerry Stock Is Much More Than Just Another ‘Ape Trade’
November 12, 2021
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Blackberry Has a Grim Future Ahead as the Meme Mirage Fades
November 11, 2021
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BB
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BB
NYSE:BB
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Why BlackBerry Shares Are Falling
November 10, 2021
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BB
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Benzinga
BB
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With BlackBerry’s Auto App Store Progressing, BB Stock Is a Buy
November 10, 2021
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AMZN
BB
GM
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Google Is Never Going to Buy BlackBerry
November 09, 2021
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November 08, 2021
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BB
GBCI
KO
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Executive Chairman And CEO Of Blackberry Trades $24M In Company Stock
November 08, 2021
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BB
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Insider sells
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john chen
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FAANG vs. Meme Stocks — This Company Makes Comparison with its Portfolio Tool
November 08, 2021
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AMZN
BB
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AAPL
Kievanos
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4 Stocks Insiders Are Buying
November 08, 2021
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AAN
BB
CSU
EWCZ
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This Is One of the Biggest Risks of Investing in Meme Stocks
November 04, 2021
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AMC
BB
DWAC
GME
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AMC
From
Motley Fool
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