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Revenue Bonds
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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
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Default Rates
Yield Difference
Turnkey Operation Platform
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TSL’s Turnkey Operation Platform
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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 sm Program
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EVENTS
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
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7 Overbought Stocks to Be Very Careful of Right Now
October 01, 2021
Tickers
AAWW
ACY
ANIP
CAR
Tags
Market News
CF
NYSEAMERICAN:ACY,NYSE:CHH,NASDAQ:AAWW,NYSE:CF,NASDAQ:CAR,NASDAQ:PBCT,NASDAQ:ANIP
From
InvestorPlace
Europe stocks stretch win streak to four, but PMI data show slowdown lurking
September 23, 2021
Tickers
CF
Tags
CF
XX:SXXP
UK:BP
From
MarketWatch
Oil rally stalls after hitting 7-week high
September 16, 2021
Tickers
CF
Tags
NGV21
NG00
CLV21
From
MarketWatch
Emotional AI and other ‘moonshot’ technologies could grow to $6 trillion market by 2030, says Bank of America
September 16, 2021
Tickers
CF
CSCO
MRNA
PFE
Tags
ES00
CSCO
MRNA
From
MarketWatch
U.S. stock futures edge lower before retail sales report
September 16, 2021
Tickers
CF
COMP
MRNA
SPX
Tags
NQ00
SPX
CF
From
MarketWatch
Is Now the Time to Buy These 6 Undervalued Materials Stocks?
August 23, 2021
Tickers
CF
DOW
FCX
LYB
Tags
SPY
FCX
Top Stories
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 20, 2021
August 20, 2021
Tickers
ANGO
APRE
ATHE
BPMP
Tags
FGEN
INOV
PSX
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 17, 2021
August 17, 2021
Tickers
ACGL
ADP
AFG
AJG
Tags
ASPN
FFIE
SHO
From
Benzinga
Analyzing CF Industries Holdings's Unusual Options Activity
August 13, 2021
Tickers
CF
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Market News
CF
Movers
From
Benzinga
CF Industries Holdings, inc (CF) Q2 2021 Earnings Call Transcript
August 10, 2021
Tickers
CF
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Market News
CF
From
Motley Fool
All of Wall Street’s pandemic weirdness is about to be on display
August 08, 2021
Tickers
ABNB
AMC
AMZN
APD
Tags
U
RIDE
ZG
From
MarketWatch
Understanding CF Industries Holdings's Unusual Options Activity
August 06, 2021
Tickers
CF
Tags
Benzinga
CF
Market News
From
Benzinga
10 Biggest Price Target Changes For Thursday
July 08, 2021
Tickers
APLS
CF
CHTR
CMA
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LII
WDFC
Benzinga
From
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