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about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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 Is Coupang (CPNG) Stock Up 4% Today?
February 28, 2024
Tickers
APLT
CPNG
FSR
Tags
FSR
CPNG
Today's Market
From
InvestorPlace
12 Consumer Discretionary Stocks Moving In Wednesday's Pre-Market Session
February 28, 2024
Tickers
AMST
BFX
BGFV
CNXA
Tags
Market News
QRTEA
BZI/TFM
From
Benzinga
Nasdaq, S&P 500 Futures Decline As Traders Await GDP Data, Fed Speeches; Bitcoin Eyes $60K Milestone: Analysts Highlight Small-Cap Gains As Sign Of Robust Economy
February 28, 2024
Tickers
A
AAP
AI
AMBA
Tags
CPNG
URBN
PDCO
From
Benzinga
Coupang (CPNG) Q4 2023 Earnings Call Transcript
February 27, 2024
Tickers
CPNG
Tags
Recent Press Releases
CPNG
Market News
From
Motley Fool
Coupang Stock Climbs On Better-Than-Expected Q4 Results
February 27, 2024
Tickers
CPNG
NEWS
Tags
Global
Movers
Earnings
From
Benzinga
12 Consumer Discretionary Stocks Moving In Tuesday's After-Market Session
February 27, 2024
Tickers
BFX
BGFV
CAAS
CPNG
Tags
BGFV
LAZR
Benzinga
From
Benzinga
Earnings Scheduled For February 27, 2024
February 27, 2024
Tickers
A
ACAD
ACHC
AEP
Tags
STGW
BECN
Benzinga
From
Benzinga
Coupang: Buy, Sell, or Hold?
February 26, 2024
Tickers
AMZN
CPNG
Tags
AMZN
Market News
CPNG
From
Motley Fool
Coupang Earnings Preview
February 26, 2024
Tickers
CPNG
Tags
BZI/EP
Benzinga
Market News
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
February 23, 2024
Tickers
AMZN
BABA
CPNG
CROX
Tags
Options
AMZN
BZI/AUOA
From
Benzinga
3 Undervalued E-Commerce Stocks to Buy for 100% Returns by 2025
February 22, 2024
Tickers
CPNG
JD
SE
Tags
Stocks to Buy
NYSE:CPNG,NASDAQ:JD,NYSE:SE
CPNG
From
InvestorPlace
Got $1,000? Buy These Hot Growth Stocks Before They Take Off
February 22, 2024
Tickers
CPNG
DXCM
RMD
Tags
RMD
Market News
CPNG
From
Motley Fool
1 Growth Stock Down 70% You'll Wish You'd Bought at Today's Near-All-Time-Low Valuation
February 22, 2024
Tickers
CPNG
Tags
CPNG
Market News
Recent Press Releases
From
Motley Fool
Have $500? 3 Absurdly Cheap Stocks Long-Term Investors Should Buy Right Now.
February 19, 2024
Tickers
AMZN
CPNG
MO
Tags
Recent Press Releases
MO
CPNG
From
Motley Fool
7 Undervalued Growth Stocks to Buy for 10x Returns by 2030
February 15, 2024
Tickers
CPNG
DKNG
DOX
LAC
Tags
Stocks to Buy
LAC
LI
From
InvestorPlace
The Next Amazon? 3 E-Commerce Stocks That Investors Shouldn’t Ignore.
February 13, 2024
Tickers
CPNG
JD
WMMVY
Tags
NASDAQ:JD,NYSE:CPNG,OTCMKTS:WMMVY
Stocks to Buy
Market News
From
InvestorPlace
10 Consumer Discretionary Stocks Whale Activity In Today's Session
February 12, 2024
Tickers
AMZN
BBY
CPNG
JWN
Tags
TSLA
Benzinga
LAZR
From
Benzinga
2 No-Brainer Growth Stocks to Buy Now With $20 and Hold Long-Term
February 06, 2024
Tickers
CPNG
PLTR
Tags
Recent Press Releases
PLTR
CPNG
From
Motley Fool
Billionaire Stanley Druckenmiller Has 39% of His Portfolio Invested in 3 Brilliant Growth Stocks
February 01, 2024
Tickers
CPNG
MSFT
NVDA
Tags
NVDA
MSFT
Market News
From
Motley Fool
Billionaire Investor Stan Druckenmiller Has 38% of His Portfolio in 3 Growth Stocks: 1 of Them May Surprise You
February 01, 2024
Tickers
CPNG
Tags
Market News
CPNG
Recent Press Releases
From
Motley Fool
3 Outperforming Emerging Market Stocks for Your Watch List
January 29, 2024
Tickers
CPNG
MNSO
TSM
Tags
NYSE:TSM,NYSE:CPNG,NYSE:MNSO
MNSO
Market News
From
InvestorPlace
3 Top Growth Stocks to Buy Hand Over Fist in February
January 27, 2024
Tickers
CPNG
DIS
TOST
Tags
Recent Press Releases
DIS
TOST
From
Motley Fool
The Best Stocks to Buy With $2,000 Right Now
January 27, 2024
Tickers
CPNG
MELI
SHOP
Tags
Recent Press Releases
MELI
SHOP
From
Motley Fool
Quant Ratings Updated on 85 Stocks
January 23, 2024
Tickers
BALL
BLK
CHK
CPNG
Tags
Market News
Market Analysis
FNV
From
InvestorPlace
Looking Into Coupang's Recent Short Interest
January 22, 2024
Tickers
CPNG
Tags
Short Ideas
BZI/SHORTHIST
Benzinga
From
Benzinga
1 Spectacular Growth Stock Down 67% to Buy Hand Over Fist in 2024
January 20, 2024
Tickers
CPNG
Tags
CPNG
Market News
Recent Press Releases
From
Motley Fool
Why Coupang Stock Stumbled to an 11% Loss This Week
January 19, 2024
Tickers
CPNG
Tags
CPNG
Market News
Recent Press Releases
From
Motley Fool
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