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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
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
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Jim Cramer Prefers Sea Over Coupang, Considers iStar Inexpensive
November 05, 2021
Tickers
ADBE
BAC
CPNG
HIMX
Tags
KVSB
Small Cap
HIMX
From
Benzinga
3 Top Tech Stocks to Buy in November
November 03, 2021
Tickers
AAPL
CPNG
PPGH
Tags
PPGH
AAPL
Market News
From
Motley Fool
Despite Compelling E-commerce Business, Korea’s Coupang Has a Blind Spot
November 03, 2021
Tickers
AMZN
CPNG
Tags
AMZN
Hot Stocks
Market News
From
InvestorPlace
SoftBank Offloaded Stake Worth 2B In DoorDash
November 01, 2021
Tickers
BEKE
CPNG
DASH
SFTBF
Tags
SFTBY
CPNG
News
From
Benzinga
Coupang Stock Is Getting Interesting After Its Big Decline
October 28, 2021
Tickers
AMZN
CPNG
JD
MELI
Tags
NYSE:CPNG,NASDAQ:JD,NASDAQ:AMZN,NASDAQ:MELI,NYSE:SE,NYSE:SNAP,OTCMKTS:RKUNY
CPNG
RKUNY
From
InvestorPlace
How to build your own ETF and avoid thousands of dollars in management fees
October 28, 2021
Tickers
AMZN
BABA
CFRUY
CPNG
Tags
CPNG
IGM
ONLN
From
MarketWatch
Coupang Deserves to Trade at $50, So Get It While It’s Cheap
October 27, 2021
Tickers
CPNG
Tags
Market News
Hot Stocks
NYSE:CPNG
From
InvestorPlace
3 Reasons to Buy Coupang, and 1 Reason to Sell
October 27, 2021
Tickers
AMZN
CPNG
EBAY
RKUNY
Tags
CPNG
EBAY
SE
From
Motley Fool
Why Did SoftBank Sell So Many Shares of Coupang?
October 22, 2021
Tickers
BABA
CPNG
DASH
DIDI
Tags
DASH
Market News
DIDI
From
Motley Fool
DiDi Stock Has Been Disappointing, But It Still Looks Attractive for Some Investors
October 20, 2021
Tickers
COIN
CPNG
DIDI
RBLX
Tags
DIDI
NYSE:DIDI,NASDAQ:COIN,NYSE:RBLX,NYSE:CPNG
Market News
From
InvestorPlace
3 Unstoppable Stocks You Can Buy Right Now for Less Than $100
October 16, 2021
Tickers
AMZN
CPNG
PINS
TTD
Tags
CPNG
PINS
TTD
From
Motley Fool
3 E-Commerce Stocks You Can Buy and Hold for the Next Decade
October 15, 2021
Tickers
CPNG
MELI
SE
Tags
Market News
CPNG
SE
From
Motley Fool
Coupang Is a Strong Long-Term Bet Despite Continued Losses
October 14, 2021
Tickers
AMZN
CPNG
Tags
AMZN
Market News
NYSE:CPNG,NASDAQ:AMZN
From
InvestorPlace
Buying This Stock Could Be the Smartest Thing You Ever Do
October 12, 2021
Tickers
AMZN
CPNG
Tags
CPNG
Market News
AMZN
From
Motley Fool
3 Growth Stocks That Could Be Huge Winners in the Next Decade and Beyond
October 11, 2021
Tickers
ADSK
CPNG
LTCH
Tags
Market News
LTCH
CPNG
From
Motley Fool
4 Reasons Why the Coupang Stock Price Can Double in the Next Year
October 11, 2021
Tickers
CPNG
SE
Tags
Market News
Uncategorized
SE
From
InvestorPlace
10 Consumer Discretionary Stocks With Unusual Options Alerts In Today's Session
October 08, 2021
Tickers
BABA
CCL
CPNG
F
Tags
BABA
LCID
News
From
Benzinga
Coupang Insider Trades $3.2M In Company Stock
October 08, 2021
Tickers
CPNG
Tags
Insider sells
BZI/IT
Benzinga
From
Benzinga
4 Reasons I Finally Sold My JD.com Stock
October 04, 2021
Tickers
AMZN
BABA
CPNG
JD
Tags
Market News
AMZN
BABA
From
Motley Fool
Will Coupang Be Worth More Than Sea Limited by 2025?
October 03, 2021
Tickers
AMZN
CPNG
RKUNY
SE
Tags
CPNG
SE
RKUNY
From
Motley Fool
Coupang Is Near Its All-Time Low; Is It Time to Buy?
October 03, 2021
Tickers
AMZN
CPNG
EBAY
RKUNY
Tags
EBAY
CPNG
Market News
From
Motley Fool
This Company Is Set for Explosive Amazon-Like Growth
October 01, 2021
Tickers
AMZN
CPNG
MELI
SE
Tags
Market News
AMZN
SE
From
Motley Fool
Why You Should Put This Asian E-Commerce Stock on Your Watch List
September 30, 2021
Tickers
CPNG
Tags
CPNG
Market News
From
Motley Fool
Strong Earnings Reports, Supply Chain Woes, and Big Tech News
September 28, 2021
Tickers
ADBE
AMZN
COMP
COST
Tags
COST
CPNG
ADBE
From
Motley Fool
1 International IPO to Watch in 2022 and Beyond
September 25, 2021
Tickers
AMZN
CPNG
Tags
Market News
AMZN
SFTB/Y
From
Motley Fool
Coupang Is a Strong Buy on the Dip Despite Reported Losses
September 23, 2021
Tickers
ATVI
CPNG
SFTBF
Tags
ATVI
Market News
Stocks to Buy
From
InvestorPlace
7 Growth Stocks to Buy Now for Their Millionaire-Maker Potential
September 22, 2021
Tickers
AMZN
CPNG
DKNG
FSLR
Tags
GNOG
TLRY
RIOT
From
InvestorPlace
Coupang Is Below Its IPO Price, But Does That Make It a Buy?
September 20, 2021
Tickers
AMZN
BABA
CPNG
Tags
BABA
Market News
Hot Stocks
From
InvestorPlace
SoftBank Group Offloads Stake Worth $1.7B In Coupang
September 17, 2021
Tickers
BEKE
CPNG
DASH
SFTBF
Tags
BEKE
Benzinga
DASH
From
Benzinga
Cramer Gives His Opinion On Nio, Coupang And More
September 16, 2021
Tickers
CGC
CPNG
NI
NIO
Tags
NI
STZ
NIO
From
Benzinga
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