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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
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
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12 Consumer Discretionary Stocks Moving In Thursday's After-Market Session
March 16, 2023
Tickers
ASPU
AYRO
COOK
EJH
Tags
REE
ASPU
RCKY
From
Benzinga
12 Consumer Discretionary Stocks Moving In Wednesday's Intraday Session
March 15, 2023
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APEI
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BOXD
BQ
Tags
VCSA
Benzinga
BZI/TFM
From
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Why American Public Education Shares Are Trading Lower By Around 49%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
March 15, 2023
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AA
AMBI
APE
APEI
Tags
S
SMIH
KC
From
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Benzinga's Top Ratings Upgrades, Downgrades For March 15, 2023
March 15, 2023
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AIRC
AMPL
APEI
AZUL
Tags
SWAV
AIRC
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From
Benzinga
Traeger's Earnings: A Preview
March 15, 2023
Tickers
COOK
Tags
COOK
Earnings
BZI/EP
From
Benzinga
E-commerce demand has slowed. FedEx’s results will show us where it stands now
March 12, 2023
Tickers
ADBE
APRN
BZFD
COOK
Tags
DG
FDX
BZFD
From
MarketWatch
12 Consumer Discretionary Stocks Moving In Friday's After-Market Session
February 03, 2023
Tickers
ARCO
ASPU
BLMN
BODY
Tags
HLLY
BLMN
Benzinga
From
Benzinga
12 Consumer Discretionary Stocks Moving In Friday's After-Market Session
January 06, 2023
Tickers
ASAP
CNXA
COOK
FAT
Tags
Benzinga
BZI/TFM
GRWG
From
Benzinga
Microsoft Strikes a Big Deal With the London Stock Exchange
December 24, 2022
Tickers
AMZN
ATVI
COOK
F
Tags
Market News
NKLA
RACE
From
Motley Fool
Meme Stocks Alert: Weber (WEBR) Stock Is Going Private
December 12, 2022
Tickers
COOK
WEBR
Tags
WEBR
COOK
Market News
From
InvestorPlace
12 Consumer Discretionary Stocks Moving In Monday's Pre-Market Session
December 12, 2022
Tickers
ATAT
BVH
COOK
FFIE
Tags
RERE
SFT
FFIE
From
Benzinga
One company could determine if U.S. corporate profits rise to a record next year
December 11, 2022
Tickers
ADBE
AMZN
COOK
DRI
Tags
AMZN
WEBR
WGO
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For November 17, 2022
November 17, 2022
Tickers
AAP
AGIO
ALE
ARDX
Tags
Benzinga
AAP
SAIC
From
Benzinga
12 Consumer Discretionary Stocks Moving In Friday's Pre-Market Session
November 11, 2022
Tickers
ADT
COOK
DS
EEIQ
Tags
TCOM
PLBY
GROV
From
Benzinga
Traeger, Inc. (COOK) Q3 2022 Earnings Call Transcript
November 09, 2022
Tickers
COOK
Tags
Recent Press Releases
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COOK
From
Motley Fool
Weber shareholder’s offer could herald more ‘IPO-take-private’ moves, says analyst
October 25, 2022
Tickers
COOK
SPX
WEBR
Tags
WEBR
COOK
SPX
From
MarketWatch
Aaron's, Celestica, Medpace Holdings And Some Other Big Stocks Moving Higher On Tuesday
October 25, 2022
Tickers
AAN
ADTN
AFRM
ARI
Tags
NEO
CALX
RUM
From
Benzinga
12 Consumer Discretionary Stocks Moving In Friday's Intraday Session
October 21, 2022
Tickers
BBBY
COOK
DBGI
JFBR
Tags
OCG
ZVO
Benzinga
From
Benzinga
12 Consumer Discretionary Stocks Moving In Tuesday's Pre-Market Session
October 11, 2022
Tickers
COOK
CZOO
DS
EBET
Tags
LEG
CZOO
NEGG
From
Benzinga
12 Consumer Discretionary Stocks Moving In Monday's After-Market Session
October 10, 2022
Tickers
AMST
BODY
COOK
DBGI
Tags
GEHI
LEG
VEDU
From
Benzinga
MarketWise And 2 Other Penny Stocks Insiders Are Aggressively Buying
September 12, 2022
Tickers
COOK
MKTW
PHX
Tags
PHX
Long Ideas
Penny Stocks
From
Benzinga
12 Consumer Discretionary Stocks Moving In Friday's Pre-Market Session
August 19, 2022
Tickers
BBBY
CAAS
CLEU
COOK
Tags
Market News
Movers
PRTY
From
Benzinga
Weber stock rockets after launch of cost-cutting plan that could save the company $110 million next year
August 15, 2022
Tickers
COOK
SPX
WEBR
Tags
SPX
WEBR
COOK
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For August 11, 2022
August 11, 2022
Tickers
ATCO
ATY
BBDC
BBQ
Tags
RRGB
CQP
DIS
From
Benzinga
Where Traeger Stands With Analysts
August 11, 2022
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COOK
Tags
BZI/AAR
COOK
Market News
From
Benzinga
Why Is Disney Higher By More Than 7%: Here Are 40 Stocks Moving Premarket
August 11, 2022
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AEG
AKAN
APP
ATNX
Tags
SKYH
News
IVDA
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday
August 11, 2022
Tickers
ACRX
ATNX
COOK
CSSE
Tags
GGE
RRGB
Today's Market
From
InvestorPlace
Traeger, Inc. (COOK) Q2 2022 Earnings Call Transcript
August 10, 2022
Tickers
COOK
Tags
COOK
Recent Press Releases
Market News
From
Motley Fool
After-Hours Alert: Why Traeger Shares Are Getting Smoked
August 10, 2022
Tickers
COOK
Tags
Movers
Market News
Small Cap
From
Benzinga
Recap: Traeger Q2 Earnings
August 10, 2022
Tickers
COOK
Tags
BZI/Recaps
COOK
Earnings
From
Benzinga
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