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TSL's Turnkey Operation Platform
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about us
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Team Biographies
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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
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Event Schedule
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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
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Crypto Holds The Key… For Bonds?
August 15, 2025
Tickers
BITCOMP
Tags
Market News
Bonds
BITCOMP
From
TalkMarkets
Bitcoin Liquidations Hit $1 Billion Following PPI Report and U.S. Treasury Announcement
August 15, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
SOL/X
BITCOMP
Market News
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Is Conviction The Biggest Risk To The Stock Market?
August 15, 2025
Tickers
BITCOMP
QQQ
Tags
Stocks / Equities
Cryptocurrencies
ETH/X
From
TalkMarkets
Financial Markets Report For Thursday, Aug 14
August 14, 2025
Tickers
BITCOMP
BNO
DIA
FXB
Tags
IWM
DIA
BITCOMP
From
TalkMarkets
Stocks And Precious Metals Charts - Hot PPI Number
August 14, 2025
Tickers
BITCOMP
GLD
NDX
SLV
Tags
Commodities
Currencies/Forex
BITCOMP
From
TalkMarkets
Bitcoin Bull Traps On Higher Volume Distribution
August 14, 2025
Tickers
BITCOMP
DJI
IWM
USD-BITSTAMP
Tags
bitcoin
Market News
IWM
From
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Citigroup Moves Into Crypto With Stablecoin And ETF Plans
August 14, 2025
Tickers
BITCOMP
C
Tags
ETFs
Market News
C
From
TalkMarkets
Bitcoin Slows Down The Whole Crypto Market
August 14, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
Cryptocurrencies
BITCOMP
Market News
From
TalkMarkets
Ethereum’s Moment? Why $10K ETH Is Back On The Table
August 14, 2025
Tickers
BITCOMP
Tags
Market News
ETH/X
BITCOMP
From
TalkMarkets
BTC/USD Forex Signal: Bitcoin Gains Momentum
August 14, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
BITCOMP
Cryptocurrencies
bitcoin
From
TalkMarkets
Bitcoin Set A New All-Time High. Oil Prices Fell To A 2-Month Low
August 14, 2025
Tickers
BITCOMP
DAX
OIL
SPY
Tags
BITCOMP
Commodities
OIL
From
TalkMarkets
Financial Markets Report For Wednesday, Aug 13
August 13, 2025
Tickers
BITCOMP
BNO
DIA
FXB
Tags
Market News
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UGA
From
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Stocks And Precious Metals Charts - Silver Rally
August 13, 2025
Tickers
BITCOMP
GLD
NDX
SLV
Tags
Market News
Stocks / Equities
GLD
From
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Financial Markets Report For Tuesday, Aug 12
August 12, 2025
Tickers
BITCOMP
BNO
DAX
DIA
Tags
USO
UCO
BNO
From
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Russell 2000 (IWM) Breaks Out ... Again
August 12, 2025
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BITCOMP
IWM
NDX
SPX
Tags
SPX
Market News
IWM
From
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Stocks And Precious Metals Charts - CPI A Bit Hot
August 12, 2025
Tickers
BITCOMP
GLD
NDX
SLV
Tags
SLV
NDX
VIX
From
TalkMarkets
The RBA Cut Its Rate To 3.6%
August 12, 2025
Tickers
BITCOMP
DJI
NDX
OIL
Tags
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Cryptocurrencies
Market News
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BTC/USD Forecast: Attempts Huge Breakout
August 12, 2025
Tickers
BITCOMP
Tags
BITCOMP
Cryptocurrencies
Market News
From
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Bitcoin Price Prediction: Drops To $118k Ahead Of Tuesday CPI Inflation Report
August 12, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
Market News
BITCOMP
From
TalkMarkets
Financial Markets Report For Monday, Aug 11
August 11, 2025
Tickers
AMD
BITCOMP
BNO
DIA
Tags
FXE
Cryptocurrencies
QQQ
From
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Stocks And Precious Metals Charts - Meaningful Market News
August 11, 2025
Tickers
BITCOMP
GLD
NDX
SLV
Tags
SPX
BITCOMP
Commodities
From
TalkMarkets
Strategy Incorporated Stock: Soars On Fresh $18M Bitcoin Purchase
August 11, 2025
Tickers
BITCOMP
MSTR
USD-BITSTAMP
Tags
Cryptocurrencies
MSTR
Stocks / Equities
From
TalkMarkets
Gold Revaluation & The “Strategic Bitcoin Reserve”
August 11, 2025
Tickers
BITCOMP
GLD
USD-BITSTAMP
Tags
Cryptocurrencies
Commodities
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From
TalkMarkets
BTC/USD Forex Signal: Rally To Continue After Bitcoin Bullish Breakout
August 11, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
Cryptocurrencies
BITCOMP
Market News
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Daily Market Outlook - Monday, Aug. 11
August 11, 2025
Tickers
BITCOMP
FXB
FXE
FXY
Tags
SPX
FXB
Currencies/Forex
From
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Bitcoin And Ethereum Surge Amid The Bulls’ Comeback
August 10, 2025
Tickers
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USD-BITSTAMP
Tags
bitcoin
Financial
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From
TalkMarkets
Mexican Peso Speculator Bets Rise To 3-Month High, British Pound Bets Drop
August 10, 2025
Tickers
BITCOMP
FXA
FXB
FXC
Tags
Market News
Futures
FXE
From
TalkMarkets
Crypto Kings: The Largest Cryptocurrency Fortunes Ever Amassed
August 10, 2025
Tickers
BITCOMP
Tags
ETH/X
Cryptocurrencies
XRP/X
From
TalkMarkets
Weekly Forex Forecast – Gold, Nasdaq 100, EUR/USD, Silver, GBP/USD, USD/MXN, AUD/USD, Bitcoin
August 10, 2025
Tickers
BITCOMP
FXA
FXB
FXE
Tags
UUP
GLD
Stocks / Equities
From
TalkMarkets
Can Anything Stop The Stock Market?
August 10, 2025
Tickers
BITCOMP
SPY
Tags
BITCOMP
Stocks / Equities
Cryptocurrencies
From
TalkMarkets
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