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home
about us
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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
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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Performance Comparison: Copart And Competitors In Commercial Services & Supplies Industry
December 29, 2023
Tickers
CPRT
NEWS
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News
Market News
Benzinga
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$100 Invested In Copart 20 Years Ago Would Be Worth This Much Today
December 18, 2023
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Insights Into Copart's Performance Versus Peers In Commercial Services & Supplies Sector
December 15, 2023
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Market News
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Benzinga
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$100 Invested In This Stock 20 Years Ago Would Be Worth $5,100 Today
December 05, 2023
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Benzinga
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Caution! These 3 Stocks Are Overbought After the November Rally.
November 29, 2023
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Market Analysis: Copart And Competitors In Commercial Services & Supplies Industry
November 29, 2023
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CPRT
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November 22, 2023
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$100 Invested In This Stock 10 Years Ago Would Be Worth $1,200 Today
November 17, 2023
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Copart: Q1 Earnings Insights
November 16, 2023
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Earnings Scheduled For November 16, 2023
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November 15, 2023
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Investigating Copart's Standing In Commercial Services & Supplies Industry Compared To Competitors
November 14, 2023
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Not one S&P 500 CEO is donating to Donald Trump
November 08, 2023
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Jim Cramer Says This Tech Company Reported A 'Dynamite' Quarter: 'I Disliked These Guys For A Long Time, Not Anymore'
November 07, 2023
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PLTR
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Jim Cramer, Who Once Trashed Palantir, Says Company Had A 'Dynamite Quarter': 'I Disliked These Guys For A Long Time, Not Anymore'
November 07, 2023
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Performance Comparison: Copart And Competitors In Commercial Services & Supplies Industry
October 31, 2023
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Trading Ideas
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$1000 Invested In Copart 15 Years Ago Would Be Worth This Much Today
October 31, 2023
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CPRT
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These Quality Stocks Are Becoming A Deal For Long-Term Investors
October 26, 2023
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October 17, 2023
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If You Invested $1000 In This Stock 15 Years Ago, You Would Have $23,000 Today
October 13, 2023
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Exploring The Competitive Space: Copart Versus Industry Peers In Commercial Services & Supplies
October 10, 2023
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From Cars To Cranes: Copart Expands Its Auction Empire With Purple Wave Investment
October 10, 2023
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$1000 Invested In This Stock 10 Years Ago Would Be Worth $11,000 Today
September 28, 2023
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Sell American Express, Consumer Discretionary, Copart And More: CNBC's 'Final Trades'
September 21, 2023
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XLY
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$1000 Invested In Copart 15 Years Ago Would Be Worth This Much Today
September 18, 2023
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How Is The Market Feeling About Copart?
September 15, 2023
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Adobe, Copart And 3 Stocks To Watch Heading Into Friday
September 15, 2023
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LITB
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Nasdaq, S&P 500 Futures In Green As Traders Look Past Inflation Data; Analyst Singles Out Key Catalyst That Can Keep Year's Rally Going
September 14, 2023
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Adobe, Semtech And 3 Stocks To Watch Heading Into Thursday
September 14, 2023
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Investor Sentiment Declines Further Following Inflation Data
September 14, 2023
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