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home
about us
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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
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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
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Why Coupang Stock Is Up Friday
April 12, 2024
Tickers
CPNG
NEWS
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why it's moving
Benzinga
News
From
Benzinga
Argan Reports Upbeat Earnings, Joins Coupang And Other Big Stocks Moving Higher On Friday
April 12, 2024
Tickers
AGX
CDE
CLNE
CPNG
Tags
Benzinga
NEM
CLNE
From
Benzinga
11 Consumer Discretionary Stocks Moving In Friday's Pre-Market Session
April 12, 2024
Tickers
COOK
CPNG
DBGI
HELE
Tags
Benzinga
MOGU
BZI/TFM
From
Benzinga
4 Reasons to Buy Coupang Stock Like There's No Tomorrow
April 11, 2024
Tickers
CPNG
Tags
CPNG
Market News
Recent Press Releases
From
Motley Fool
7 Must-Buy Growth Stocks That are Blue-Chips in the Making
April 10, 2024
Tickers
AKRBF
ARM
CPNG
DKNG
Tags
NASDAQ:LI,NASDAQ:DKNG,NASDAQ:MMYT,NYSE:CPNG,NASDAQ:ARM,OTCMKTS:AKRBF,NYSE:LAC,NYSE:NIO,NYSE:XPEV
MMYT
ARM
From
InvestorPlace
Coupang's Stock Hits A Sweet Spot: Could A Golden Cross Be In The Cards?
April 10, 2024
Tickers
CPNG
TECH
Tags
Analyst Ratings
e/commerce
Market News
From
Benzinga
3 E-commerce Stocks to Buy for Multibagger Returns in 3 Years
April 03, 2024
Tickers
CPNG
JD
SE
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CPNG
Stocks to Buy
Market News
From
InvestorPlace
3 Global Stocks That Can Double in the Second Half of 2024
April 02, 2024
Tickers
CPNG
LI
RIG
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Market News
Stocks to Buy
LI
From
InvestorPlace
A Bull Market Is Here: 2 Tech Stocks Down 44% and 65% to Buy Right Now
March 31, 2024
Tickers
CPNG
INTC
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INTC
CPNG
Recent Press Releases
From
Motley Fool
2 Things the Smart Investors Know About Coupang, the "Amazon of Korea"
March 29, 2024
Tickers
AMZN
CPNG
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Recent Press Releases
Market News
CPNG
From
Motley Fool
Got $1,000? 2 Stocks to Buy Now While They're On Sale
March 28, 2024
Tickers
CCL
CPNG
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CPNG
CCL
Market News
From
Motley Fool
Billionaire Investor Stanley Druckenmiller Has 40% of His Portfolio in 3 AI Stocks. Are any of Them Buys?
March 16, 2024
Tickers
CPNG
MSFT
NVDA
Tags
CPNG
MSFT
NVDA
From
Motley Fool
Hypergrowth Hitlist: 7 Stocks Primed to Skyrocket 100% in the Next 9 Months
March 15, 2024
Tickers
CPNG
GM
LAC
LI
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GM
LUGDF
LAC
From
InvestorPlace
Looking Into Coupang's Recent Short Interest
March 13, 2024
Tickers
CPNG
Tags
Benzinga
BZI/SHORTHIST
Market News
From
Benzinga
Stanley Druckenmiller's Secret Sauce: The Two Stocks Dominating a Quarter of His Three Billion Dollar Portfolio
March 11, 2024
Tickers
CPNG
MSFT
Tags
Real Estate Access
Benzinga
Market News
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
March 11, 2024
Tickers
ABNB
AMZN
BABA
CHWY
Tags
TSLA
Market News
Options
From
Benzinga
2 Under-the-Radar Stocks to Buy in This $6 Trillion Industry
March 09, 2024
Tickers
CPNG
SHOP
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Market News
Recent Press Releases
CPNG
From
Motley Fool
Why Coupang Soared 32.3% in February
March 08, 2024
Tickers
CPNG
Tags
CPNG
Market News
Recent Press Releases
From
Motley Fool
Got $20? Buy This Korean E-commerce Stock Before It's Too Late
March 07, 2024
Tickers
AMZN
CPNG
GRPN
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Recent Press Releases
Market News
GRPN
From
Motley Fool
Goodbye, Project Titan
March 05, 2024
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AAPL
BYND
CPNG
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AAPL
Market News
Recent Press Releases
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Motley Fool
3 Growth Stocks With 10-Bagger Potential by 2030
March 05, 2024
Tickers
CPNG
DKNG
LI
NIO
Tags
LI
NIO
CPNG
From
InvestorPlace
The Ultimate Growth Stock to Buy With $1,000 Right Now
March 03, 2024
Tickers
CPNG
Tags
CPNG
Market News
Recent Press Releases
From
Motley Fool
Why Coupang Stock Jumped This Week
March 01, 2024
Tickers
CPNG
Tags
Recent Press Releases
Market News
CPNG
From
Motley Fool
10 Consumer Discretionary Stocks Whale Activity In Today's Session
February 28, 2024
Tickers
ABNB
AMZN
CPNG
CVNA
Tags
CVNA
GLBE
TSLA
From
Benzinga
Best Stock to Buy Now: Is Coupang Stock a Buy After Earnings?
February 28, 2024
Tickers
CPNG
Tags
CPNG
Market News
Recent Press Releases
From
Motley Fool
Why Is Advance Auto Parts (AAP) Stock Trending Today?
February 28, 2024
Tickers
AAP
BMBL
CPNG
NVAX
Tags
Today's Market
NVAX
NYSE:AAP,NASDAQ:NVAX,NASDAQ:BMBL,NYSE:CPNG
From
InvestorPlace
NVAX Stock Alert: 9 Reasons Why Novavax Investors Are So Disappointed Today
February 28, 2024
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BMBL
CPNG
FSR
NVAX
Tags
Market News
CPNG
BMBL
From
InvestorPlace
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