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home
about us
Investment Approach
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Mission Statement
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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
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Recap: Bloom Energy Q4 Earnings
February 15, 2024
Tickers
BE
Tags
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BZI/Recaps
Benzinga
From
Benzinga
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Tags
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February 15, 2024
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February 13, 2024
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LIN
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February 13, 2024
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ANET
ARBB
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3 Hydrogen Stocks to Buy on the Dip: February 2024
February 05, 2024
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BE
GE
PLUG
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PLUG
BE
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10 Industrials Stocks Whale Activity In Today's Session
February 02, 2024
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PLUG Stock Alert: Plug Power Secures New Electrolyzer Contract in Europe
February 02, 2024
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BE
FCEL
PLUG
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BE
From
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Bloom Energy (BE) Stock Drops 5% on Bank of America Downgrade
January 29, 2024
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January 29, 2024
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Why Panbela Therapeutics Shares Are Trading Lower By 65%? Here Are Other Stocks Moving In Monday's Mid-Day Session
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US Stocks Rise At Week's Start, Tesla Rebounds, SoFi, Lucid Shine: What's Driving Markets Monday?
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Dow Edges Lower; Cardlytics Shares Jump
January 29, 2024
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BE
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CDLX
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Bloom Energy Is Sapped By Low Visibility, Says Bearish Analyst
January 29, 2024
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Forecasting The Future: 11 Analyst Projections For Bloom Energy
January 29, 2024
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Hot Picks: 7 Stocks Wall Street Expects to Double in 2024
January 24, 2024
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3 Hydrogen Stocks to Turn $100K Into $1 Million: January 2024
January 24, 2024
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January 23, 2024
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1 Hydrogen Stock to Buy Hand Over Fist and 2 to Avoid
January 21, 2024
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Why Shares of Plug Power, Nikola Motors, and Bloom Energy Are Crashing This Week
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LIN
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January 18, 2024
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January 17, 2024
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SKM
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Why This Bloom Energy Analyst Says The Company Could Blossom In 2024
January 10, 2024
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January 10, 2024
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BE
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DUOL
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TOST Stock Alert: Why Goldman Sachs Just Upgraded Toast
January 10, 2024
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BE
ROMA
RVSN
TOST
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BE
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From
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Bloom Energy (BE) Stock Pops on Analyst Upgrade
January 10, 2024
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BE
ICCT
ROMA
RVSN
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BE
NYSE:BE,NASDAQ:RVSN,NASDAQ:ROMA,NASDAQ:ICCT
From
InvestorPlace
Expert Outlook: Bloom Energy Through The Eyes Of 11 Analysts
January 10, 2024
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BE
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Hydrogen’s Hidden Gems: 3 Stocks Ready for a Green Surge
January 05, 2024
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BE
BLDP
PLUG
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BE
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From
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