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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
Featured Quarterly Newsletter
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Markets See Mixed Day Of Trading Following US Ban On Russian Oil imports
March 08, 2022
Tickers
ALK
CAG
DIA
ENPH
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ISRG
QQQ
DIA
From
Benzinga
7 Stocks That Look Too Cheap Given Their High Cash Flow and Dividends
March 02, 2022
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CAG
CWH
DPZ
MMM
Tags
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Russia-Ukraine conflict is a worry, but this is still the biggest threat for stock investors, says JPMorgan
February 22, 2022
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AMC
AN
BABA
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CAG
KO
RUBUSD
From
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Golden Cross Appears Before Conagra Brands Investors
February 21, 2022
Tickers
CAG
Tags
Markets
Movers
Market News
From
Benzinga
This Favorable Sign Appears On Conagra Brands's Chart
February 18, 2022
Tickers
CAG
Tags
CAG
BZI/CROSS
Benzinga
From
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3 Great Dividend Stocks You Can Buy for Less Than $50 a Share
February 15, 2022
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CAG
HESM
REYN
Tags
Market News
HESM
Recent Press Releases
From
Motley Fool
Dolly Parton And Miley Cyrus Partner For T-Mobile Super Bowl Ad Campaign
February 11, 2022
Tickers
CAG
TMUS
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CAG
Media
From
Benzinga
Dolly Parton Launches Southern-Inspired Cake Mix Line With Duncan Hines
January 25, 2022
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CAG
FOOD
Tags
Benzinga
Music
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Conagra Brands's Return on Invested Capital Insights
January 07, 2022
Tickers
CAG
Tags
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CAG
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From
Benzinga
Conagra Brands, Inc. (CAG) Q2 2022 Earnings Call Transcript
January 06, 2022
Tickers
CAG
Tags
Market News
Recent Press Releases
CAG
From
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Conagra Brands Reports Mixed Q2 Results, Notes Margin Pressure
January 06, 2022
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CAG
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Guidance
CAG
News
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Energy Stocks Have Kicked Off the New Year
January 06, 2022
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AMD
BBBY
CAG
GOOGL
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Conagra Brands: Q2 Earnings Insights
January 06, 2022
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CAG
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CAG
From
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A Peek Into The Markets: US Stock Futures Mixed Ahead Of Earnings, Economic Data
January 06, 2022
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AKAM
BLI
CAG
LNDC
Tags
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BLI
From
Benzinga
5 Stocks To Watch For January 6, 2022
January 06, 2022
Tickers
BLI
CAG
LNDC
STZ
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Earnings Scheduled For January 6, 2022
January 06, 2022
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AEHR
ANGO
BBBY
CAG
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2021 Was The Year Of Dogecoin: A Month By Month Retrospective With Top Stories
December 29, 2021
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Investors Dump Tech Stocks in Favor of Value Stocks
December 17, 2021
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Is It Time to Buy the 5 Worst-Performing Value Stocks of 2021?
December 16, 2021
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CAH
CMCSA
CMI
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Is It Time to Buy the 8 Worst-Performing Dividend Stocks of 2021?
December 15, 2021
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BMY
CAG
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T
CAG
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GIIX Stock Pops on Footprint SPAC Merger News. 8 Things to Know.
December 14, 2021
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GIIX
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7 CEOs That Ought to Follow Jack Dorsey Out the Door
December 10, 2021
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CAG
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FIS
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Happy Birthday, Dogecoin: How This 8-Year Old Joke Grew Up To Become A $22B Asset
December 06, 2021
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AMC
CAG
HOOD
TSLA
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Benzinga
7 Food Stocks to Buy Ahead of Thanksgiving and Christmas Feasts
November 22, 2021
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ACI
CAG
CPB
MDLZ
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7 Dividend Stocks to Gift to Your Kids (Or Grandkids)
November 22, 2021
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CAG
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EXR
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Interplanetary Ketchup Wars? Hunts Unveils A Uranus-Brand Ketchup In Response To Heinz's Mars-Inspired Condiment
November 16, 2021
Tickers
CAG
KHC
TWTR
Tags
food marketing
Mars
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From
Benzinga
If You Invested $100 In Shiba Inu Coin And Dogecoin On Jan. 1, 2021, Here's How Much You'd Have Now
November 07, 2021
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AXE
CAG
COIN
HOOD
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$SHIB
UL
Slim Jim
From
Benzinga
3 Low Beta Stocks to Reduce Volatility and Increase Income
November 01, 2021
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CAG
CPB
VZ
Tags
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VZ
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Why the Bowl's More Than Half Full for Sinking Campbell Soup
October 16, 2021
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CAG
CPB
POST
SJM
Tags
SJM
POST
CAG
From
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Conagra's Slim Jim Partners With DogeDrip To Offer Doge-Themed Merchandise
October 12, 2021
Tickers
CAG
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Briefs
Benzinga
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