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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
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Reddit Investor Watch: 10 Biggest Meme Stock Movers Today
October 11, 2021
Tickers
AMC
CLOV
DIDI
DQ
Tags
DIDI
EDU
Today's Market
From
InvestorPlace
GME Stock: What GameStop Investors Are Saying About the Mega Meme Stock as Shares Surge Today
October 11, 2021
Tickers
AMC
ATER
CLOV
GME
Tags
ATER
AMC
CLOV
From
InvestorPlace
9 stocks worth watching next week
October 10, 2021
Tickers
CASI
CLB
CLOV
EDTK
Tags
CASI
VYGR
PMCB
From
AC Investor Blog
Clover Health Stock Reverses Course After Medicare Upgrade: What's Next?
October 08, 2021
Tickers
CLOV
Tags
CLOV
Technicals
Movers
From
Benzinga
Even in a Volatile Market, You’ll Want to Buy SoFi Stock
October 06, 2021
Tickers
CLOV
GPBI
SOFI
Tags
GPBI
SOFI
Stocks to Buy
From
InvestorPlace
AMC stock fails to capitalize on a blockbuster weekend, and meme stock traders are miffed
October 04, 2021
Tickers
AMC
BB
CLOV
GME
Tags
BB
GME
CLOV
From
MarketWatch
Clover Health Has Multiple Catalysts Converging to Move It Forward
October 01, 2021
Tickers
CLOV
Tags
Stocks to Buy
Market News
NASDAQ:CLOV
From
InvestorPlace
The Story’s Not Changing Anytime Soon for Clover Stock
October 01, 2021
Tickers
CLOV
Tags
Stocks to Sell
CLOV
Market News
From
InvestorPlace
Here's Why Chamath Sold Some SPCE And Believes In CLOV, SPACs
September 30, 2021
Tickers
CLOV
SPCE
Tags
M&A
CLOV
Management
From
Benzinga
The Recent Pullback in AMC Entertainment Stock Is Just the Start
September 30, 2021
Tickers
AMC
CLOV
GME
WISH
Tags
AMC
WISH
CLOV
From
InvestorPlace
Aterian Stock Is Risky, But It Can Pop One More Time
September 30, 2021
Tickers
AMC
ATER
CLOV
GME
Tags
GREE
SPRT
Market News
From
InvestorPlace
Will the Real Clover Health Stock Please Stand Up?
September 29, 2021
Tickers
CLOV
UNH
Tags
NASDAQ:CLOV,NYSE:UNH
Market News
UNH
From
InvestorPlace
Clover Health Stock Cannot Create Shareholder Value Without Profits
September 28, 2021
Tickers
CI
CLOV
HUM
Tags
CI
Stocks to Sell
Market News
From
InvestorPlace
Clover Health Can Still See a Downdraft Despite Growing Revenue
September 27, 2021
Tickers
CLOV
Tags
CLOV
NASDAQ:CLOV
Market News
From
InvestorPlace
Clover Health Stock Isn’t the Insurance-Disrupting Play You Might Have Thought
September 27, 2021
Tickers
CANO
CLOV
GME
HUM
Tags
GME
CLOV
CANO
From
InvestorPlace
BlackBerry, Lucid, Alibaba, SmileDirectClub And More: Stocks Buzzing On WallStreetBets Today
September 23, 2021
Tickers
BABA
BB
CLOV
FB
Tags
News
BB
GME
From
Benzinga
Clover Health Stock Will Drop as the Company Burns Money
September 22, 2021
Tickers
CLOV
Tags
Stocks to Sell
NASDAQ:CLOV
Market News
From
InvestorPlace
Is Clover Health Stock a Prescription for Bears?
September 22, 2021
Tickers
AMC
AMZN
CLOV
GME
Tags
GME
NFLX
Market News
From
InvestorPlace
3 Top Tech Stocks to Buy on Weakness
September 21, 2021
Tickers
AAPL
AI
BNGO
CLOV
Tags
GOOG
BNGO
AI
From
InvestorPlace
You Ask, We Analyze: Can Clover Health Provide A Good Bounce Play?
September 20, 2021
Tickers
CLOV
SPY
Tags
Long Ideas
Market News
Top Stories
From
Benzinga
The ‘Occupy Wall Street’ spirit is alive and kicking on Reddit, other social-media sites
September 17, 2021
Tickers
AMC
BB
CLOV
GME
Tags
AMC
WEN
GME
From
MarketWatch
Top 10 Trending Reddit Stocks Hearing the Most Chatter Today
September 17, 2021
Tickers
AABB
AMC
AMD
BABA
Tags
PLTR
AMC
LCID
From
InvestorPlace
Dogecoin Rival Shiba Inu Overtakes WallStreetBets-Favorite Clover Health In Market Cap, Eyes Wish Stock Next
September 17, 2021
Tickers
CLOV
COIN
WISH
Tags
dogecoin
News
Market News
From
Benzinga
IronNet Sees Sky-High WallStreetBets Interest As Stock Shoots Up 37%; Apple, GameStop, TMC, Clover Health Other Top Interests
September 16, 2021
Tickers
AAPL
AMC
BABA
CLOV
Tags
BABA
wallstreetbets
CLOV
From
Benzinga
Hope and Hype Are Not Enough to Send Clover Stock Soaring Again
September 16, 2021
Tickers
C
CLOV
Tags
CLOV
C
Market News
From
InvestorPlace
3 Hot Reddit Stocks to Buy (and 3 to Yeet Immediately)
September 15, 2021
Tickers
AAN
AFRM
AFTPY
AMC
Tags
MRNA
OCGN
NVAX
From
InvestorPlace
3 Reasons Clover Health Is a Growth Stock That Could Make You Richer Over the Long Term
September 15, 2021
Tickers
CERN
CLOV
FB
Tags
Market News
FB
CLOV
From
Motley Fool
IronNet, Apple, GameStop, AMC, Clover Health: Stocks On WallStreetBets Radar Today
September 15, 2021
Tickers
AAPL
AMC
CLOV
FCEL
Tags
wallstreetbets
CLOV
SPY
From
Benzinga
Why Clover Health Might Not Bring You Good Luck
September 14, 2021
Tickers
CI
CLOV
HUM
Tags
HUM
CI
Market News
From
Motley Fool
Cameco, GameStop, AMC, TMC, Clover Health And More: Stocks Buzzing On WallStreetBets Today
September 14, 2021
Tickers
AAPL
AMC
CCJ
CLOV
Tags
stonks
Cryptocurrency
AAPL
From
Benzinga
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