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home
about us
Investment Approach
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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
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Coupang Shares Fall After Mixed Q1 Results: Here's Why
May 08, 2024
Tickers
CPNG
NEWS
Tags
Benzinga
Market News
Movers
From
Benzinga
Why Upstart Shares Are Trading Lower By Around 10%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
May 08, 2024
Tickers
AFIB
AFRM
ALAB
AMRC
Tags
UBER
News
VECO
From
Benzinga
Stocks Falter As Fed Signals Need For Higher-For-Longer Rates; Uber Crashes, Energy Sector Loses Ground: What's Driving Wednesday's Market?
May 08, 2024
Tickers
ABNB
ANET
APP
BMBL
Tags
Economics
Top Stories
EXAS
From
Benzinga
12 Consumer Discretionary Stocks Moving In Wednesday's Pre-Market Session
May 08, 2024
Tickers
APEI
BROS
CPNG
CRCT
Tags
BROS
NCI
BZI/TFM
From
Benzinga
Wall Street Poised For Muted Open On Mixed Earnings, With More Fed Speeches In Store: Analyst Sees S&P 500 Crossing Late-March High
May 08, 2024
Tickers
ABNB
ANET
APP
BMBL
Tags
Philip Jefferson
BUD
Earnings
From
Benzinga
Flywire Reports Q1 Loss, Joins ZoomInfo, Inspire Medical Systems And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
May 08, 2024
Tickers
ALAB
AMRK
CPNG
DV
Tags
Pre/Market Outlook
OPK
Premarket
From
Benzinga
Coupang (CPNG) Q1 2024 Earnings Call Transcript
May 07, 2024
Tickers
CPNG
Tags
Market News
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CPNG
From
Motley Fool
CPNG Stock Earnings: Coupang Misses EPS, Beats Revenue for Q1 2024
May 07, 2024
Tickers
CPNG
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Market News
Earnings Reports
NYSE:CPNG
From
InvestorPlace
Hedge Fund Legend Druckenmiller Shares His Top Secrets For 30% Returns
May 07, 2024
Tickers
CPNG
LLY
MSFT
NEWS
Tags
TECK
Success Stories
STX
From
Benzinga
US Stocks Eye Fourth Positive Session Despite Hawkish Fed Remarks; Disney, Palantir Tumble; Treasury Yields Fall: What's Driving Markets Tuesday?
May 07, 2024
Tickers
AAPL
ANET
AXON
CPNG
Tags
Top Stories
DIA
Expert Ideas
From
Benzinga
Wall Street Stutters After Disney, Palantir Earnings Frustrate: Apple Event, Hawkish Fed Speech In Focus While Analyst Insists 'Bull Market Is Back'
May 07, 2024
Tickers
AAPL
ANET
COHR
CPNG
Tags
MCHP
Earnings
LYFT
From
Benzinga
3 Top Stocks to Buy in May
May 06, 2024
Tickers
AMZN
CPNG
DIS
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AMZN
CPNG
DIS
From
Motley Fool
Will Earnings Cheer Continue This Week? All Eyes On Disney, Palantir, Robinhood While Reddit Gears Up For Debut Quarterly Report
May 06, 2024
Tickers
AAPL
ABNB
ADTN
AKAM
Tags
MSTR
LGF
LAZR
From
Benzinga
The Best Growth Stock to Buy With $1,000 Right Now
May 05, 2024
Tickers
CPNG
Tags
Recent Press Releases
Market News
CPNG
From
Motley Fool
Billionaire Stanley Druckenmiller Has 39% of His Portfolio in These 3 Companies
May 04, 2024
Tickers
CPNG
MSFT
NVDA
Tags
NVDA
CPNG
Recent Press Releases
From
Motley Fool
Peering Into Coupang's Recent Short Interest
May 03, 2024
Tickers
CPNG
Tags
CPNG
BZI/SHORTHIST
Short Ideas
From
Benzinga
Billionaire Bill Gates Is Betting Over $150 Million on the Long-Term Potential of These Growth Stocks
May 03, 2024
Tickers
ADDYY
BRK-A
BRK-B
CPNG
Tags
ADDD/F
Recent Press Releases
BRK/A
From
Motley Fool
Millionaire-Making Machines: 7 Unstoppable Growth Stocks to Own for the Long Haul
May 02, 2024
Tickers
AKRBF
CPNG
DKNG
DRS
Tags
AKRBF
CPNG
MNSO
From
InvestorPlace
Nearly 50% of Billionaire Stanley Druckenmiller's Portfolio Is Invested in These 4 Stocks
May 01, 2024
Tickers
CPNG
LLY
MSFT
NVDA
Tags
Market News
LLY
MSFT
From
Motley Fool
My 3 Favorite Stocks to Buy Right Now
April 28, 2024
Tickers
AMZN
COST
CPNG
Tags
AMZN
CPNG
COST
From
Motley Fool
1 Spectacular Growth Stock Down 56% to Buy Hand Over Fist
April 24, 2024
Tickers
CPNG
Tags
CPNG
Market News
Recent Press Releases
From
Motley Fool
2 Growth Stocks That Could Skyrocket in 2024
April 24, 2024
Tickers
CPNG
DKNG
Tags
Recent Press Releases
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DKNG
From
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Making Sense of Amazon CEO Andy Jassy's Latest Letter
April 22, 2024
Tickers
AMZN
BA
COST
CPNG
Tags
MSFT
Market News
GOOG
From
Motley Fool
Top 2 Consumer Stocks That May Implode In April
April 22, 2024
Tickers
CPNG
NEWS
RSI
TAST
Tags
RSI
Consumer Stocks
Markets
From
Benzinga
2 Reasons the Smartest Investors Are Watching This Stock, Dubbed the "Amazon of Korea"
April 21, 2024
Tickers
CPNG
Tags
Market News
Recent Press Releases
CPNG
From
Motley Fool
3 Retail Stocks to Buy Now: Q2 Edition
April 18, 2024
Tickers
COST
CPNG
WMT
Tags
Market News
NASDAQ:COST,NYSE:WMT,NYSE:CPNG
WMT
From
InvestorPlace
Coupang Stock Has 16% Upside, According to 1 Wall Street Analyst
April 18, 2024
Tickers
CPNG
Tags
CPNG
Recent Press Releases
Market News
From
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