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home
about us
Investment Approach
Client Service Approach
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
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Got $3,000? These Stocks Could Double Your Money by 2030
December 06, 2023
Tickers
BROS
GLBE
TTWO
Tags
BROS
GLBE
Market News
From
Motley Fool
Fast-Food Giant McDonald's Is Developing a Secretive New Restaurant Chain. Should Starbucks and Dutch Bros Investors Be Worried?
December 05, 2023
Tickers
AMZN
BROS
CMG
ETSY
Tags
CMG
SBUX
Recent Press Releases
From
Motley Fool
These 2 Stocks Are All-Stars in the Making
December 04, 2023
Tickers
BROS
DFH
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Recent Press Releases
Market News
BROS
From
Motley Fool
Is Dutch Bros a Buy Now?
December 04, 2023
Tickers
BROS
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BROS
Market News
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From
Motley Fool
2 Stocks That Could Help You Retire a Millionaire
November 30, 2023
Tickers
BROS
NVDA
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Market News
Recent Press Releases
NVDA
From
Motley Fool
JPMorgan Upgraded These Stocks Last Week — Should You Buy Now?
November 24, 2023
Tickers
BROS
HUBB
JPM
VFC
Tags
Upgrades
VFC
Analyst Ratings
From
Benzinga
Why Are Stocks Up Today?
November 20, 2023
Tickers
BROS
NIO
Tags
Today's Market
Market News
BROS
From
InvestorPlace
Is the Stock Market Closed for Thanksgiving 2023?
November 20, 2023
Tickers
BROS
MSFT
UBER
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UBER
Today's Market
Market News
From
InvestorPlace
Dutch Bros (BROS) Stock Gains on JPMorgan Upgrade
November 20, 2023
Tickers
BMY
BROS
MSFT
UBER
Tags
BMY
Market News
NYSE:BROS,NYSE:UBER,NASDAQ:MSFT,NYSE:BMY
From
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3 New Reasons to Like Dutch Bros Stock
November 15, 2023
Tickers
BROS
SBUX
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BROS
SBUX
Recent Press Releases
From
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Better Buy: Starbucks vs. Dutch Bros Stock
November 13, 2023
Tickers
BROS
SBUX
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BROS
SBUX
Market News
From
Motley Fool
The S&P 500 Just Had Its Best Week of 2023. These 2 Stocks Should Keep Moving Higher.
November 11, 2023
Tickers
BROS
CMG
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BROS
CMG
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The Latest Analyst Ratings for Dutch Bros
November 08, 2023
Tickers
BROS
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Benzinga
Market News
From
Benzinga
Dutch Bros (BROS) Q3 2023 Earnings Call Transcript
November 08, 2023
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BROS
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Market News
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BROS
From
Motley Fool
Coffee Chain Dutch Bros Tops Q3 Expectations, Reaffirms FY23 Outlook: Details
November 07, 2023
Tickers
BROS
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Market News
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News
From
Benzinga
Dutch Bros: Q3 Earnings Insights
November 07, 2023
Tickers
BROS
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Market News
Benzinga
BROS
From
Benzinga
These 2 Stocks Are All-Stars in the Making
November 04, 2023
Tickers
BROS
CELH
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CELH
Market News
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From
Motley Fool
Why Dutch Bros. Stock Is Shooting Higher
November 02, 2023
Tickers
BROS
SBUX
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News
Small Cap
Market News
From
Benzinga
3 Stocks That Could Help You Retire a Millionaire
October 30, 2023
Tickers
BROS
NVDA
V
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Recent Press Releases
Market News
NVDA
From
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Dutch Bros Stock Is Down 29% in the Last Year. Here's What's Driving the Drop
October 25, 2023
Tickers
BROS
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BROS
Market News
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From
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Could Investors Reap the Rewards of a Debt-Free Dutch Bros?
October 25, 2023
Tickers
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Recent Press Releases
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BROS
From
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Why I Passed on Dutch Bros Stock and Bought 1 of Its Biggest Competitors Instead
October 24, 2023
Tickers
BROS
SBUX
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Market News
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SBUX
From
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Analyst Ratings for Dutch Bros
October 23, 2023
Tickers
BROS
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Analyst Ratings
Benzinga
Market News
From
Benzinga
This Stock Could Be the Next Starbucks. Should You Buy It?
October 19, 2023
Tickers
BROS
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Recent Press Releases
Market News
BROS
From
Motley Fool
PSL Portfolio: 3 Stocks to Heat Up Your Holdings More Than a Pumpkin Spice Latte
October 09, 2023
Tickers
BROS
MCD
SBUX
Tags
Market News
Stocks to Buy
NASDAQ:SBUX,NYSE:BROS,NYSE:MCD
From
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Why Dutch Bros Stock Was Down 21.5% Last Month
October 05, 2023
Tickers
BROS
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Market News
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BROS
From
Motley Fool
Is Dutch Bros Stock a Buy Now?
October 05, 2023
Tickers
BROS
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BROS
Recent Press Releases
Market News
From
Motley Fool
Ticking Time Bombs: 7 Consumer Stocks to Dump Before the Damage Is Done
September 28, 2023
Tickers
BROS
GME
GPS
PLNT
Tags
WYNN
Stocks to Sell
Market News
From
InvestorPlace
10 Consumer Discretionary Stocks Whale Activity In Today's Session
September 21, 2023
Tickers
AAP
BROS
CMG
CVNA
Tags
CVNA
TSLA
VFS
From
Benzinga
Jim Cramer Calls This Stock 'An Unbelievable Infrastructure Play': It's Up 43% In Past Year
September 21, 2023
Tickers
ANET
BDX
BROS
CARR
Tags
News
CNBC
Long Ideas
From
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