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about us
Investment Approach
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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
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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
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Event Schedule
Total Asset Market (TAM sm) Presentation
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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
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Mid-Morning Market Update: Markets Mixed; JPMorgan Posts Upbeat Earnings
October 13, 2021
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JSPR
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October 13, 2021
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BlackBerry, Google, Qualcomm Collaborate For Automotive Cockpits
October 13, 2021
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GOOG
GOOGL
QCOM
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The SEC Wants to Axe Robinhood’s PFOF Business. Here’s Why r/WSB’s Founder Isn’t Worried.
October 12, 2021
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BB
GME
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Tags
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From
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4 Stocks Insiders Are Selling
October 08, 2021
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BB
HUBS
TWTR
ZM
Tags
Markets
BB
Intraday Update
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BlackBerry's Return On Capital Employed Insights
October 06, 2021
Tickers
BB
Tags
BB
Market News
Benzinga
From
Benzinga
BlackBerry Earnings Perspective: Return On Capital Employed
October 06, 2021
Tickers
BB
Tags
Earnings
BZI/ROCE
BB
From
Benzinga
Why BlackBerry Stock Was Down 14.3% in September
October 05, 2021
Tickers
BB
Tags
Market News
BB
From
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This Cannabis Company Has A Better 5-Year Return Than GameStop, AMC, BlackBerry And Aurora
October 05, 2021
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ACB
AMC
BB
GME
Tags
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Benzinga
A Turnaround Is Unlikely For BlackBerry As Internals Weaken Further
October 05, 2021
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BB
Tags
BB
Market News
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AMC stock fails to capitalize on a blockbuster weekend, and meme stock traders are miffed
October 04, 2021
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AMC
BB
CLOV
GME
Tags
AMC
CLOV
BB
From
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October 01, 2021
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AMC
BB
CGC
Tags
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Meme-stock traders revel in more anti-Citadel and Robinhood drama as old names come back to life
September 30, 2021
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BB
BBBY
CEI
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NOK
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From
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Despite BlackBerry’s Q2 Disappointments, BB Stock Remains Appealing
September 30, 2021
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BB
CRWD
CSCO
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Market News
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Meme traders see red as heavily-shorted stocks grow scarcer and old names fall
September 29, 2021
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BB
BBIG
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Blackberry Provides an Interesting Long-Term Opportunity After Q2 Earnings
September 29, 2021
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BB
Tags
Stocks to Buy
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BB
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BlackBerry and Darden Restaurants Report and eHealth Shakes Things Up
September 28, 2021
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AET
AMC
AXP
BB
Tags
CVS
AXP
Market News
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Here's What You Missed in BlackBerry's Earnings Report
September 28, 2021
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BB
CRWD
S
Tags
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CRWD
BB
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Motley Fool
BlackBerry Stock Is Set for Higher Prices After Unexpected Revenue Beat
September 27, 2021
Tickers
BB
Tags
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BB
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InvestorPlace
A Few names on TOP of my watchlist for the coming week
September 26, 2021
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BB
NAKD
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7 Meme Stocks That Will Be More Than Just a Flash in the Pan
September 24, 2021
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ASTS
BB
GME
Tags
MVST
BB
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Recap: BlackBerry Q2 Earnings
September 24, 2021
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BB
Tags
Earnings
BB
Benzinga
From
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BlackBerry Emerges As Top WallStreetBets Interest; SmileDirectClub, Nike, Palantir, Canoo Are Other Top Trends
September 24, 2021
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BB
GOEV
NKE
PLTR
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PLTR
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More-Than-Meme BlackBerry Stock Sits Quietly for Now
September 24, 2021
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BB
Tags
AMZN
NYSE:BB,NASDAQ:AMZN
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September 24, 2021
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AEMD
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Why BlackBerry Stock Surged Today
September 23, 2021
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BB
Tags
BB
Market News
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Motley Fool
BlackBerry Price Predictions: Where Will BB Stock Go in the Next 12 Months?
September 23, 2021
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BB
Tags
Market News
Today's Market
BB
From
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Mid-Afternoon Market Update: Crude Oil Surges 1.5%; BlackBerry Shares Spike Higher
September 23, 2021
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ACN
ATER
BB
CEI
Tags
Benzinga
ACN
FLUX
From
Benzinga
Can Reddit Save the Faltering Price Action in BlackBerry Stock?
September 23, 2021
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AAPL
AMC
ATER
BB
Tags
ATER
AMC
Market News
From
InvestorPlace
Mid-Day Market Update: Dow Jumps Over 500 Points; Eargo Shares Plunge
September 23, 2021
Tickers
ACN
ATER
BB
CEI
Tags
FLUX
Information Technology
ACN
From
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