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TSL's Turnkey Operation Platform
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Investing During Uncertain Times
Read FULL Seminar Here
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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
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A Look Into Coupang Inc's Price Over Earnings
January 19, 2024
Tickers
CPNG
NEWS
Tags
Markets
BZI/PE
News
From
Benzinga
Quant Ratings Updated on 72 Stocks
January 16, 2024
Tickers
BALL
BLK
CHK
CPNG
Tags
BLK
HD
BALL
From
InvestorPlace
1 Growth Stock Down 67% to Buy Hand Over Fist in 2024
January 15, 2024
Tickers
CPNG
Tags
CPNG
Market News
Recent Press Releases
From
Motley Fool
1 Growth Stock Down 68% to Buy Right Now
January 14, 2024
Tickers
CPNG
FTCH
Tags
Recent Press Releases
FTCH
Market News
From
Motley Fool
3 Growth Stocks to Buy and Hold Forever
January 13, 2024
Tickers
CELH
CPNG
ROKU
Tags
Recent Press Releases
Market News
ROKU
From
Motley Fool
Why Google’s AI Thinks These 3 Stocks Can Double in 2024
January 10, 2024
Tickers
CPNG
GOOG
GOOGL
MTCH
Tags
Market News
CPNG
GOOG
From
InvestorPlace
Got $1,000? 3 Stocks to Buy Now While They're on Sale
January 08, 2024
Tickers
CELH
CPNG
CROX
Tags
CPNG
CELH
Market News
From
Motley Fool
3 Compelling Asian Retail Stocks to Diversify Your Portfolio in 2024
January 07, 2024
Tickers
CPNG
MNSO
PDD
Tags
MNSO
Market News
CPNG
From
InvestorPlace
The 3 Hottest E-Commerce Stocks to Watch in 2024
January 07, 2024
Tickers
CPNG
SE
SHOP
Tags
NYSE:SHOP,NYSE:SE,NYSE:CPNG
Market News
CPNG
From
InvestorPlace
3 Emerging Market Stocks That Can Double in 2024
January 02, 2024
Tickers
CPNG
LI
MMYT
Tags
LI
NASDAQ:LI,NYSE:CPNG,NASDAQ:MMYT
Market News
From
InvestorPlace
2 Growth Stocks Down 67% and 88% to Buy at the Start of 2024
January 02, 2024
Tickers
CPNG
SE
Tags
Recent Press Releases
SE
Market News
From
Motley Fool
Peering Into Coupang's Recent Short Interest
January 02, 2024
Tickers
CPNG
Tags
Trading Ideas
Short Sellers
Benzinga
From
Benzinga
Investing for Retirement; Finding a Mint Replacement; Closing Credit Cards
December 31, 2023
Tickers
AMZN
CPNG
FTCH
NFLX
Tags
NFLX
AMZN
FTCH
From
Motley Fool
Growth Galore: 7 Long-Term Stock Picks for Prolonged Prosperity
December 28, 2023
Tickers
CPNG
DKNG
KGC
MNSO
Tags
DIX
NYSE:PINS,NASDAQ:DIX,NASDAQ:DKNG,NASDAQ:NVDA,NYSE:KGC,NASDAQ:PLL,NYSE:MNSO,NYSE:CPNG
Stocks to Buy
From
InvestorPlace
7 Top Growth Stocks to Buy BEFORE They Take Off in 2024
December 24, 2023
Tickers
CPNG
ENPH
LI
LSRCF
Tags
RIOT
LSRCY
Market News
From
InvestorPlace
Down 66%, Is This Growth Stock a Buy Going Into 2024?
December 21, 2023
Tickers
CPNG
FTCH
Tags
Market News
CPNG
FTCH
From
Motley Fool
EnerSys To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Wednesday
December 20, 2023
Tickers
CPNG
ENS
FDX
LOW
Tags
Small Cap
Benzinga
PARA
From
Benzinga
What's Happening With Farfetch Stock Today?
December 18, 2023
Tickers
CPNG
FTCH
Tags
Penny Stocks
Benzinga
News
From
Benzinga
This Is What Whales Are Betting On Coupang
December 18, 2023
Tickers
CPNG
Tags
Markets
Options
Benzinga
From
Benzinga
What's Going On With Coupang (CPNG) Shares?
December 18, 2023
Tickers
CPNG
FTCH
Tags
Benzinga
Market News
CPNG
From
Benzinga
P/E Ratio Insights for Coupang
December 18, 2023
Tickers
CPNG
Tags
Markets
BZI/PE
CPNG
From
Benzinga
Market Movers: Why Big Players Are Investing Millions in These 3 Stocks
December 08, 2023
Tickers
CPNG
IMGN
LLYVK
Tags
Market News
NYSE:CPNG,NASDAQ:IMGN,NASDAQ:LLYVK
LLYVK
From
InvestorPlace
These 3 Promising Retail Stocks to Buy for 100% Returns in 2024
December 07, 2023
Tickers
COST
CPNG
MNSO
SE
Tags
Stocks to Buy
SE
NYSE:MNSO,NYSE:CPNG,NYSE:WMT,NASDAQ:COST,NYSE:SE
From
InvestorPlace
Quant Ratings Updated on 65 Stocks
December 05, 2023
Tickers
BALL
BLK
CHK
CPNG
Tags
GFS
DGX
CHK
From
InvestorPlace
Market Whales and Their Recent Bets on CPNG Options
November 30, 2023
Tickers
CPNG
Tags
Options
Markets
Benzinga
From
Benzinga
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