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Default Rates
What We Buy Currently
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Turnkey Operation Platform
Advantages of Our Bid Wanted System
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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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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
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Why Bloom Energy Stock Crashed More Than 25% Today
January 27, 2025
Tickers
BE
PLUG
Tags
PLUG
Recent Press Releases
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From
Motley Fool
9 Industrials Stocks Moving In Monday's Pre-Market Session
January 27, 2025
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AWX
BE
EFSH
GEV
Tags
WATT
VRT
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From
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10 Industrials Stocks With Whale Alerts In Today's Session
January 24, 2025
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AAL
AZUL
BA
BAH
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BAH
Benzinga
AZUL
From
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Should You Buy Bloom Energy Stock While It's Around $28?
January 24, 2025
Tickers
BE
Tags
Recent Press Releases
Market News
BE
From
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10 Industrials Stocks Whale Activity In Today's Session
January 13, 2025
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BA
BE
CHRW
DAL
Tags
SMR
KULR
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From
Benzinga
Why Plug Power Stock Plunged 52.7% in 2024
January 09, 2025
Tickers
BE
PLUG
Tags
PLUG
Recent Press Releases
BE
From
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Will the "Largest Fuel Cell Installation in History" Help Bloom Energy Turn a Profit in 2025?
January 04, 2025
Tickers
BE
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Market News
BE
From
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(BE) - Analyzing Bloom Energy's Short Interest
December 30, 2024
Tickers
BE
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Benzinga
Short Ideas
BZI/SHORTHIST
From
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Every Plug Power Investor Should Keep an Eye on This Number
December 25, 2024
Tickers
BE
PLUG
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PLUG
BE
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Move Over, NuScale Power: This Little-Known Energy Stock Could Be a Better Buy in 2025
December 23, 2024
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BE
SMR
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AEP
BE
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7 Industrials Stocks With Whale Alerts In Today's Session
December 19, 2024
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BE
DE
GEV
HON
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Market News
HON
GEV
From
Benzinga
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December 12, 2024
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From
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6 Industrials Stocks Whale Activity In Today's Session
December 12, 2024
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ALK
BE
GEV
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Market News
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Bloom Energy Stock: Buy, Sell, or Hold?
December 11, 2024
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BE
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BE
Market News
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10 Industrials Stocks Whale Activity In Today's Session
December 10, 2024
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AAL
AME
AXON
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Tags
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Critical Insights From Bloom Energy Analyst Ratings: What You Need To Know
December 06, 2024
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Benzinga
9 Industrials Stocks Whale Activity In Today's Session
December 05, 2024
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Tags
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Why Bloom Energy Surged 186% in November
December 04, 2024
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BE
Tags
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December 03, 2024
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Tags
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December 03, 2024
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JOBY
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Tags
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December 01, 2024
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BE
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November 22, 2024
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BA
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MLR
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November 22, 2024
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BE
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BE
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This Block Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Wednesday
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Tags
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Rocket Lab And Hut 8 Mining Are Among Top 7 Mid-Cap Gainers Last Week (November 11-15): Are The Others In Your Portfolio?
November 17, 2024
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IONQ
Tags
News
why it's moving
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Benzinga
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November 15, 2024
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AEP
AREN
BE
EYEN
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Intraday Update
RVYL
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Benzinga
Trump's Win, Economic Challenges Lead to Tougher Outlook for Renewable Energy Stocks: Morgan Stanley
November 15, 2024
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FSLR
GEV
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Friday's Top 5 Trending Stocks: What's The Scoop On Palantir, Bloom Energy, Pfizer?
November 15, 2024
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AI
AMAT
BE
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BE
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