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home
about us
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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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Quarterly Performance Reports
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
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Event Schedule
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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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If You Invested $100 In This Stock 5 Years Ago, You Would Have $300 Today
February 08, 2023
Tickers
CDW
Tags
Earnings
CDW
BZI/POD
From
Benzinga
Earnings Outlook For CDW
February 07, 2023
Tickers
CDW
Tags
Earnings
CDW
Market News
From
Benzinga
Where CDW Stands With Analysts
December 20, 2022
Tickers
CDW
Tags
CDW
BZI/AAR
Analyst Ratings
From
Benzinga
The No. 1 ‘set and forget’ stock in tech hardware for next year? You guessed it.
December 16, 2022
Tickers
AAPL
ANET
APH
CDW
Tags
CDW
ANET
PSTG
From
MarketWatch
Golden Cross Appears Before CDW Investors
December 05, 2022
Tickers
CDW
Tags
Market News
Movers
BZI/CROSS
From
Benzinga
How these 22 tech stocks stand out from the pack this earnings season
November 14, 2022
Tickers
AAPL
ADP
ADSK
AMZN
Tags
ENPH
KLAC
AMZN
From
MarketWatch
Looking Into CDW's Return On Capital Employed
November 10, 2022
Tickers
CDW
Tags
Market News
Benzinga
CDW
From
Benzinga
What 5 Analyst Ratings Have To Say About CDW
November 03, 2022
Tickers
CDW
Tags
CDW
BZI/AAR
Analyst Ratings
From
Benzinga
CDW: Q3 Earnings Insights
November 02, 2022
Tickers
CDW
Tags
Market News
Benzinga
CDW
From
Benzinga
$1000 Invested In CDW 5 Years Ago Would Be Worth This Much Today
November 01, 2022
Tickers
CDW
Tags
Market News
News
Benzinga
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 17, 2022
August 17, 2022
Tickers
AAPL
ADIL
ADSK
AI
Tags
TRMB
Market News
HPQ
From
Benzinga
These 18 tech stocks are this earnings season’s standouts based on three criteria
August 09, 2022
Tickers
AMZN
ANSS
CDAY
CDW
Tags
CDAY
NVDA
GOOG
From
MarketWatch
CDW Earnings Perspective: Return On Capital Employed
August 08, 2022
Tickers
CDW
Tags
CDW
Earnings
BZI/ROCE
From
Benzinga
CDW Clocks 19.4% Revenue Growth In Q2; Margin Expands Driven By Favorable Product Mix
August 03, 2022
Tickers
CDW
TECH
Tags
Briefs
CDW
Dividends
From
Benzinga
Recap: CDW Q2 Earnings
August 03, 2022
Tickers
CDW
Tags
BZI/Recaps
News
Market News
From
Benzinga
7 Stocks in Bargain-Then-Bounce Territory
July 18, 2022
Tickers
ADSK
AMZN
CDW
CTSH
Tags
LDOS
META
ADSK
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For July 14, 2022
July 14, 2022
Tickers
AAT
ADTN
AMD
AOS
Tags
BZI/Ratings
FFIV
CFRX
From
Benzinga
Analyst Ratings for CDW
June 28, 2022
Tickers
CDW
Tags
Analyst Ratings
Market News
Benzinga
From
Benzinga
Where CDW Stands With Analysts
May 05, 2022
Tickers
CDW
Tags
BZI/AAR
CDW
Market News
From
Benzinga
CDW Clocks 23% Net Sales Growth In Q1; Margins Expand On Favorable Product Mix
May 04, 2022
Tickers
CDW
TECH
Tags
News
Market News
Briefs
From
Benzinga
Recap: CDW Q1 Earnings
May 04, 2022
Tickers
CDW
Tags
BZI/Recaps
News
Market News
From
Benzinga
Expect a Drop if Palantir Doesn’t Hit Its Sales and Margin Targets
April 27, 2022
Tickers
ANSS
CDW
EXPE
PLTR
Tags
CDW
Hot Stocks
U
From
InvestorPlace
Here are 30 stocks that Goldman Sachs likes when the economy stutters and markets gyrate
April 19, 2022
Tickers
AAL
AAPL
ALK
AMC
Tags
CDW
HK:HSI
GOOGL
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For April 14, 2022
April 14, 2022
Tickers
ADYEY
AEVA
AMH
APLS
Tags
BZI/Ratings
IBM
WIX
From
Benzinga
Fears about end of pandemic PC boom lead to downgrades for AMD, HP and Dell, and all their stocks are falling
March 31, 2022
Tickers
AMD
CDW
DELL
HPQ
Tags
CDW
AMD
INTC
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For March 31, 2022
March 31, 2022
Tickers
ACET
AFMD
AKBA
AMD
Tags
STWD
BZI/Ratings
SAGE
From
Benzinga
Ominous Death Cross Forms On CDW's Chart
March 14, 2022
Tickers
CDW
Tags
CDW
BZI/CROSS
Trading Ideas
From
Benzinga
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