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home
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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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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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Analyst Ratings for Box
December 12, 2022
Tickers
BOX
Tags
BOX
BZI/AAR
Analyst Ratings
From
Benzinga
Snap and other tech companies have a new edict for employees: Return to the office
December 07, 2022
Tickers
AI
BOX
SNAP
Tags
AI
BOX
SNAP
From
MarketWatch
Artificial Intelligence Just Reached Its Very Own “iPhone Moment”
December 06, 2022
Tickers
AAPL
BOX
IBM
TSLA
Tags
Nasdaq:TSLA,NYSE:BOX,NYSE:IBM,Nasdaq:AAPL
TSLA
IBM
From
InvestorPlace
What is ChatGPT? Well, you can ask it yourself.
December 05, 2022
Tickers
BOX
MSFT
Tags
MSFT
BOX
From
MarketWatch
Box nears $1 billion run-rate, beats on earnings
November 30, 2022
Tickers
BOX
SPX
Tags
BOX
SPX
From
MarketWatch
Nasdaq, S&P Futures Rise As Traders Eye Powell's Speech For Interest Rate Cues — Tesla Gains, Energy And China Stocks In Focus
November 30, 2022
Tickers
BOX
CRM
QQQ
SPY
Tags
SPY
Market News
CRM
From
Benzinga
Earnings Scheduled For November 30, 2022
November 30, 2022
Tickers
AACG
ASYS
BBW
BEKE
Tags
PERF
CRM
GNSS
From
Benzinga
Earnings Preview For Box
November 29, 2022
Tickers
BOX
Tags
Market News
Benzinga
BZI/EP
From
Benzinga
Cloud software is suffering a cold November rain. Can Snowflake and Salesforce turn it around?
November 27, 2022
Tickers
ADSK
BIG
BOX
CIBR
Tags
IGV
NTNX
VEEV
From
MarketWatch
Where Box Stands With Analysts
November 22, 2022
Tickers
BOX
Tags
BOX
BZI/AAR
Analyst Ratings
From
Benzinga
Analyst Ratings for Box
November 22, 2022
Tickers
BOX
Tags
BZI/AAR
BOX
Benzinga
From
Benzinga
This Box Analyst Remains A Buyer After Management's Positive Near & Long-Term Product Roadmap
October 06, 2022
Tickers
BOX
TECH
Tags
News
BOX
Market News
From
Benzinga
Box stock enjoys best day this year after Morgan Stanley analyst says ‘value is underappreciated’
October 03, 2022
Tickers
BOX
SPX
Tags
SPX
BOX
From
MarketWatch
What 4 Analyst Ratings Have To Say About Box
October 03, 2022
Tickers
BOX
Tags
BZI/AAR
BOX
Benzinga
From
Benzinga
Where Box Stands With Analysts
October 03, 2022
Tickers
BOX
Tags
BOX
BZI/AAR
Analyst Ratings
From
Benzinga
Sell DocuSign, Buy Box: Digital Document Landscape Is 'Competitive,' Analyst Says
October 03, 2022
Tickers
BOX
DOCU
Tags
Upgrades
DOCU
BOX
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 3, 2022
October 03, 2022
Tickers
BOX
BRP
BTRS
C
Tags
BRP
Analyst Ratings
BZI/Ratings
From
Benzinga
Citigroup To $47? Plus This Analysts Predict $95 For Papa John's
October 03, 2022
Tickers
ALE
BOX
C
CCI
Tags
NGD
ALE
C
From
Benzinga
Expert Ratings for Box
October 03, 2022
Tickers
BOX
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 13, 2022
September 13, 2022
Tickers
ADBE
ANAB
BAND
BOX
Tags
Analyst Ratings
RNG
INFA
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 1, 2022
September 01, 2022
Tickers
ANAB
APPN
ASAN
ASLE
Tags
ASLE
Intraday Update
PCTY
From
Benzinga
The Tissue Caddy Launches & Gives Environmentally-Friendly Way to Save Money by Using What Everyone Has
August 31, 2022
Tickers
BOX
HOME
Tags
recycling
Lifestyle
Home
From
PRUnderground
Why Several Chinese Stocks Traded Higher; Here Are 58 Biggest Movers From Yesterday
August 26, 2022
Tickers
ACLS
ADSK
AKLI
ALLR
Tags
CNET
PDD
CRM
From
Benzinga
Why Snowflake Is Trading Higher By 20%, Here Are 51 Stocks Moving In Thursday's Mid-Day Session
August 25, 2022
Tickers
ACLS
ADSK
ALLR
AMST
Tags
MOHO
TDCX
INDO
From
Benzinga
Salesforce, Dollar Tree, Tesla And Some Other Big Stocks Moving Lower On Thursday
August 25, 2022
Tickers
APE
BOX
BURL
CRM
Tags
Market News
Movers
BURL
From
Benzinga
Box beats revenue and earnings forecasts, eyes first $250 million quarter
August 24, 2022
Tickers
BOX
MAR
SPX
Tags
SPX
MAR
BOX
From
MarketWatch
Earnings Scheduled For August 24, 2022
August 24, 2022
Tickers
ADSK
AMSWA
BOX
CNF
Tags
EAT
CTRN
DY
From
Benzinga
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