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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
MARKET RESEARCH
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12 Industrials Stocks Moving In Wednesday's Pre-Market Session
February 02, 2022
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CHRW
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February 01, 2022
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Benzinga
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Benzinga's Top Ratings Upgrades, Downgrades For January 26, 2022
January 26, 2022
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AEIS
AEL
AMAT
AMP
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PRI
CAR
From
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Why BofA Upgrades CH Robinson Worldwide
January 20, 2022
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CHRW
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carriers
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Upgrades
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Benzinga's Top Ratings Upgrades, Downgrades For January 20, 2022
January 20, 2022
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AAT
AFIB
AFRM
AMD
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SAFE
PHG
TREX
From
Benzinga
Wolfe Research Downgrades Trucking Sector To Underweight; Adjusts Ratings For Related Stocks
January 06, 2022
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CHRW
CVLG
FWRD
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CHRA
Briefs
CHRW
From
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Benzinga's Top Ratings Upgrades, Downgrades For January 6, 2022
January 06, 2022
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ADGI
ADT
AEIS
AKAM
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VFC
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Benzinga's Top Ratings Upgrades, Downgrades For January 3, 2022
January 03, 2022
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ACC
ADTH
ALNY
AVB
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WFC
ALNY
NVCR
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This Favorable Sign Appears On C.H. Robinson Worldwide's Chart
December 07, 2021
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CHRW
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Trading Ideas
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How trucking became the weak link in America’s supply chain
November 09, 2021
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PCAR
TSLA
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31 stocks have hit a trifecta so far this earnings season
November 03, 2021
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AAL
AMD
CBOE
CBRE
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CHRW
From
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CH Robinson Worldwide, inc (CHRW) Q3 2021 Earnings Call Transcript
October 26, 2021
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CHRW
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Market News
CHRW
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Motley Fool
Earnings Scheduled For October 26, 2021
October 26, 2021
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AAN
AAT
ABG
ACCO
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CSGP
PHM
ST
From
Benzinga
Earnings Preview For C.H. Robinson Worldwide
October 25, 2021
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CHRW
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Benzinga
Market News
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SPS Commerce, C.H. Robinson Collaborate to Boost LTL Capacity for Retailers
October 19, 2021
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SPSC
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How to play the ‘no empty shelves trade’ amid supply-chain worries, according to Citi
October 14, 2021
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CHRW
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Benzinga's Top Ratings Upgrades, Downgrades For October 11, 2021
October 11, 2021
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ACT
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ALV
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Echo Had Another Serious Suitor Before Accepting Jordan's Bid, Filing Says
October 06, 2021
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Rate Guidance Should Drive TL Estimates Higher, Morgan Stanley Says
October 04, 2021
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ARCB
CHRW
ECHO
KNX
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TFII
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Only 47 stocks in the S&P 500 have fallen over the past year — Wall Street predicts they will climb up to 54% in 12 months
September 28, 2021
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AKAM
AMGN
APD
ATO
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PCAR
ATVI
MKTX
From
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What 5 Analyst Ratings Have To Say About C.H. Robinson Worldwide
September 13, 2021
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CHRW
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Benzinga
Market News
CHRW
From
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Benzinga's Top Ratings Upgrades, Downgrades For September 13, 2021
September 13, 2021
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ABNB
AMZN
ASMB
AZO
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PTON
CLBT
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Wall Street Analysis Puts Value Of Uber Freight At $3.5B
September 09, 2021
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CHRW
ECHO
TECH
UBER
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General
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CHRW
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Analyzing C.H. Robinson Worldwide's Ex-Dividend Date
September 01, 2021
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CHRW
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Dividends
BZI/ExDiv
Market News
From
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CH Robinson Announces Drayage Congestion Surcharges
August 30, 2021
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CHRW
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Supply Chain
Freight
From
Benzinga
Here Are 2 Overlooked Dividend Stocks
August 22, 2021
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AMZN
BBY
CHRW
MORN
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CHRW
Market News
From
Motley Fool
Odyssey Logistics Gets Better Outlook From Key Ratings Agency
August 19, 2021
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CHRW
GXO
XPO
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CHRW
Partner Content
Markets
From
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The XPO-GXO Spinoff Saga: 'See You At The Crossroads'
July 30, 2021
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DELL
GXO
ODFL
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SAIA
Freightwaves
From
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Warning: Book Now Or 'Christmas May Be Canceled'
July 28, 2021
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CHRW
WMT
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Freightwaves
Market News
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