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home
about us
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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
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Conagra Brands, Constellation Brands And 3 Stocks To Watch Heading Into Thursday
October 05, 2023
Tickers
ACCD
CAG
LEVI
MXCT
Tags
Benzinga
Small Cap
MXCT
From
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Investor Fear Eases Amid Pullback In Treasury Yields
October 05, 2023
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AYI
CAG
LEVI
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October 04, 2023
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CAG
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Benzinga
CAG
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From
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Monday's Market Minute: Stocks Higher After Government Shutdown Avoided
October 02, 2023
Tickers
CAG
LEVI
LW
Tags
LW
Benzinga
LEVI
From
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Shutdown Averted, But Old Concerns Linger As Treasury Yields Dollar Pop And Powell Remarks Awaited
October 02, 2023
Tickers
CAG
MKC
Tags
Market News
MKC
Markets
From
Benzinga
Stocks, Bonds Shaken By September Turbulence Ahead Of Government Shutdown Deadline: The Week In The Markets
September 29, 2023
Tickers
CAG
JPM
LW
MKC
Tags
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From
Benzinga
Meat-processor stocks fall after DoJ brings antitrust suit against data provider Agri Stats
September 28, 2023
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CAG
HRL
PPC
TSN
Tags
CAG
PPC
TSN
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Benzinga's Top Ratings Upgrades, Downgrades For September 13, 2023
September 13, 2023
Tickers
ADNT
AXL
BALL
BGS
Tags
SLRN
VITL
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The Latest Analyst Ratings for Conagra Brands
September 13, 2023
Tickers
CAG
Tags
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Analyst Ratings
BZI/AAR
From
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Where Conagra Brands Stands With Analysts
August 21, 2023
Tickers
CAG
Tags
Benzinga
CAG
Analyst Ratings
From
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Republicans and Democrats Finally Agree On Something: It's Time To Get Rid Of 'Got Milk'
August 16, 2023
Tickers
CAG
FARM
KHC
KR
Tags
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KHC
KR
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Elasticity: Why that word is so important to you, companies and the stock market
August 11, 2023
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CL
HD
KHC
Tags
PLD
PEP
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Wall Street's Most Accurate Analysts Say Hold These 3 Risk Off Stocks With Over 3% Dividend Yields
August 07, 2023
Tickers
CAG
K
KMB
Tags
Analyst Ratings
Wall Street's Most Accurate Analysts
Benzinga
From
Benzinga
Conagra Highlights New Consumer Headwinds. Should Investors Be Concerned?
August 05, 2023
Tickers
CAG
Tags
Market News
Recent Press Releases
CAG
From
Motley Fool
Greedflation is not letting up. Here’s what companies are saying about it.
August 03, 2023
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CAG
CPB
KHC
KO
Tags
XLP
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XRT
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This High-Yield Food Giant Will Focus on Its Balance Sheet for Fiscal 2024
August 02, 2023
Tickers
CAG
Tags
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CAG
Market News
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Looking for a Bounce Back? These 3 Stocks Near 52-Week Lows May Deliver Soon.
July 24, 2023
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CPB
DIS
NDAQ
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InvestorPlace
Like Growing Dividend Income? This Blue Chip Stock Just Upped Its Payout by 6%
July 19, 2023
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CAG
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CAG
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For July 17, 2023
July 17, 2023
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AGRO
BC
BFAM
BGNE
Tags
FIGS
WFC
COHU
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Conagra Brands Earnings Perspective: Return On Capital Employed
July 14, 2023
Tickers
CAG
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CAG
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Benzinga
Conagra Brands (CAG) Q4 2023 Earnings Call Transcript
July 13, 2023
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CAG
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CAG
Recent Press Releases
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Consumers are now ‘hunkering down’ rather than ‘trading down’ on groceries, Conagra says
July 13, 2023
Tickers
CAG
SPX
XLP
Tags
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XLP
SPX
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MarketWatch
ConAgra Brands Q4 Highlights: 2.2% Sales Growth, EPS Beat, Margin Recovery & More
July 13, 2023
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CAG
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Benzinga
US Stocks Set To Open Higher On Inflation Relief, Earnings Optimism — But Analysts Split Over Rally
July 13, 2023
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CAG
CTAS
DAL
DIS
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Delta Air Lines, Conagra Brands And 3 Stocks To Watch Heading Into Thursday
July 13, 2023
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CAG
DAL
DIS
PGR
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PGR
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Investor Sentiment Improves Following Inflation Report
July 13, 2023
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CAG
DAL
DIS
PGR
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DIS
Benzinga
CAG
From
Benzinga
ConAgra Brands In 4Q23: An Analyst's Outlook On Expected Growth Amid Supply Chain Disruptions
July 12, 2023
Tickers
CAG
Tags
Market News
News
General
From
Benzinga
Earnings Preview: Conagra Brands
July 12, 2023
Tickers
CAG
Tags
Benzinga
BZI/EP
CAG
From
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Earnings season to give stock-market investors update on ‘heavily debated’ consumer health, says Goldman
July 11, 2023
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AMZN
CAG
COMP
DJIA
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XX:SP500/30
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Monday's Market Minute: From Jobs To Inflation
July 10, 2023
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C
CAG
CTAS
DAL
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FAST
Benzinga
UNH
From
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