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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
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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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10 Bargain Stocks to Buy After Falling 30% in 2021
December 20, 2021
Tickers
AMED
ATUS
CHGG
CRSP
Tags
LPRO
FTDR
STNE
From
InvestorPlace
New to Investing? 5 Surefire Stocks to Start a Diversified Portfolio in 2022
December 20, 2021
Tickers
AMZN
CHGG
CMG
FB
Tags
AMZN
CMG
FB
From
Motley Fool
Bargain Shopping? 3 2021 Laggards to Buy for 2022
December 15, 2021
Tickers
CHGG
CHWY
PINS
Tags
PINS
CHWY
Market News
From
Motley Fool
2 Under-the-Radar Stocks to Buy in a Heartbeat in 2022
December 15, 2021
Tickers
CHGG
CHWY
Tags
Recent Press Releases
CHGG
Market News
From
Motley Fool
How to Handle the Red in Your Portfolio
December 11, 2021
Tickers
AMZN
APLE
BMBL
CHGG
Tags
Recent Press Releases
APLE
PLTR
From
Motley Fool
3 Stocks That Were Losers in 2021 to Buy for 2022
December 11, 2021
Tickers
CHGG
DIS
FUBO
Tags
FUBO
Market News
Recent Press Releases
From
Motley Fool
This ETF Brings Exposure To Meme Stocks: A Look At The Holdings
December 10, 2021
Tickers
AMC
AMD
BB
BETZ
Tags
TWTR
PLTR
PTON
From
Benzinga
Expert Ratings For Chegg
December 09, 2021
Tickers
CHGG
Tags
Benzinga
BZI/AAR
Analyst Ratings
From
Benzinga
3 Top Stocks to Buy in December
December 09, 2021
Tickers
AMZN
CHGG
HAS
NFLX
Tags
AMZN
NFLX
HAS
From
Motley Fool
3 Growth Stocks Down Over 50% To Buy Now
December 08, 2021
Tickers
CHGG
PTON
SKLZ
Tags
PTON
SKLZ
CHGG
From
Motley Fool
Steep Macro Challenges Make Chegg Stock Unappealing
December 03, 2021
Tickers
CHGG
Tags
Market News
Stocks to Sell
CHGG
From
InvestorPlace
4 Stocks Insiders Are Buying
December 02, 2021
Tickers
CHGG
EHTH
FXLV
VPG
Tags
Markets
Insider Buying
Intraday Update
From
Benzinga
Avoid Chegg Stock As ‘Learn From Home’ Fades Away
December 01, 2021
Tickers
CHGG
Tags
CHGG
Stocks to Sell
Market News
From
InvestorPlace
Mid-Day Market Update: Barnes & Noble Education Drops Following Q2 Results; Cumberland Pharmaceuticals Shares Jump
November 30, 2021
Tickers
BNED
BWMX
CHGG
CPIX
Tags
Eurozone
IMGN
CHGG
From
Benzinga
Jim Cramer Shares His Thoughts On Chegg, Bristol-Myers Squibb And More
November 30, 2021
Tickers
BMY
BNGO
CHGG
CRSP
Tags
Media
MTTR
LMND
From
Benzinga
The News of Omicron is Dominating the Market: What to Do Now
November 29, 2021
Tickers
ADBE
AMZN
BBY
CHGG
Tags
CHGG
Market News
PFE
From
InvestorPlace
Chegg To Acquire Language Learning Platform Busuu For $436M
November 29, 2021
Tickers
CHGG
Tags
News
Education
General
From
Benzinga
CHGG Stock: 2 Big Reasons Chegg Is Rebounding From the Lows Today
November 29, 2021
Tickers
CHGG
Tags
Market News
CHGG
NYSE:CHGG
From
InvestorPlace
Why Chegg Shares Are Trading Higher Today
November 29, 2021
Tickers
CHGG
Tags
News
why it's moving
Benzinga
From
Benzinga
Chegg Plans $300M Accelerated Share Repurchase
November 29, 2021
Tickers
CHGG
Tags
Market News
Buybacks
CHGG
From
Benzinga
These 60 stocks, including DraftKings, Zillow and Virgin Galactic, are down at least 50% from their 2021 highs
November 29, 2021
Tickers
ADPT
AGL
AI
AMED
Tags
NVCR
STNE
DCT
From
MarketWatch
The Sectors to Focus on As the Holiday Season Kicks Off
November 22, 2021
Tickers
ADBE
AMZN
CHGG
EBAY
Tags
MSFT
NASDAQ:MSFT,NASDAQ:NVDA,NASDAQ:ADBE,NYSE:KO,NASDAQ:TTD,NASDAQ:ZM,NYSE:CHGG,NASDAQ:AMZN,NASDAQ:EBAY
AMZN
From
InvestorPlace
3 Education Stocks Headed to the Principal’s Office
November 17, 2021
Tickers
CHGG
EDU
PSO
Tags
CHGG
Market News
EDU
From
InvestorPlace
Meet the Next FAANG
November 10, 2021
Tickers
AAPL
ADBE
AMZN
CAR
Tags
FB
CAR
GOOG
From
Motley Fool
Here’s Some Advice to Invest in America’s Great Reopening: Don’t!
November 06, 2021
Tickers
ABNB
CHGG
GPRO
LYV
Tags
GPRO
UBER
LYV
From
InvestorPlace
Where to Invest $100 Right Now
November 06, 2021
Tickers
CHGG
Tags
Market News
Recent Press Releases
CHGG
From
Motley Fool
Pfizer COVID-19 Pill Adds Momentum to the Reopening Trade
November 05, 2021
Tickers
AAPL
ABNB
CHGG
CRM
Tags
WORK
CRM
ROKU
From
Benzinga
1 Number Investors Might Be Overlooking From Chegg's Q3 Report
November 05, 2021
Tickers
CHGG
Tags
Recent Press Releases
CHGG
Market News
From
Motley Fool
Chegg's Stock Crashed After It Cut 2021 Guidance
November 04, 2021
Tickers
CHGG
Tags
Recent Press Releases
CHGG
Market News
From
Motley Fool
Why Is Everyone Talking About Chegg Stock?
November 04, 2021
Tickers
CHGG
COUR
NRDY
TWOU
Tags
NRDY
Recent Press Releases
CHGG
From
Motley Fool
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