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What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Is News Corp Selling At The Lows? What You Need To Know About Mortgage Industry M&A
January 25, 2023
Tickers
CSGP
NWSA
RKT
Tags
Rupert Murdoch
Topics
Commodities
From
Benzinga
News Corp Confirms Weighing Sale Of Stake In Realtor.com Operator Move Inc
January 25, 2023
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FOX
FOXA
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From
Benzinga
Why Exxon or Chevron may want to swoop overseas and buy a rival, Citi analysts say
January 25, 2023
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AAPL
AMC
AMZN
ASML
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From
MarketWatch
New York City’s real-estate sector is going through ‘5 stages’ of grief
January 04, 2023
Tickers
CSGP
Z
Tags
CSGP
Z
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For December 16, 2022
December 16, 2022
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AGTI
AGYS
AMH
ARIS
Tags
ARIS
RVLV
OABI
From
Benzinga
CoStar Group Gets Included In NASDAQ 100 Index
December 13, 2022
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CSGP
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Briefs
Market News
General
From
Benzinga
3 Surefire Growth Stocks I Bought in 2022
December 07, 2022
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ABNB
BX
CSGP
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Recent Press Releases
BX
ABNB
From
Motley Fool
Expert Ratings for CoStar Gr
November 18, 2022
Tickers
CSGP
Tags
BZI/AAR
CSGP
Analyst Ratings
From
Benzinga
9 Analysts Have This to Say About CoStar Gr
November 18, 2022
Tickers
CSGP
Tags
CSGP
BZI/AAR
Market News
From
Benzinga
What 9 Analyst Ratings Have To Say About CoStar Gr
November 18, 2022
Tickers
CSGP
Tags
Analyst Ratings
Market News
Benzinga
From
Benzinga
It’s kind of a perfect storm in those markets’: Rent growth is declining in these Sunbelt cities
November 04, 2022
Tickers
CSGP
Tags
CSGP
From
MarketWatch
7 Cash-Rich Stocks to Buy for Peace of Mind
November 04, 2022
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CSGP
FSLR
GRMN
Tags
MRNA
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This High-Growth Stock Is Still Seeing Double-Digit Growth
November 04, 2022
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AMZN
CSGP
TSLA
Tags
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AMZN
Market News
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Motley Fool
Why CoStar Group Shot Up as Much as 16.1% This Week
October 28, 2022
Tickers
CSGP
Tags
CSGP
Market News
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Motley Fool
What 7 Analyst Ratings Have To Say About CoStar Gr
October 25, 2022
Tickers
CSGP
Tags
Analyst Ratings
Benzinga
Market News
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Benzinga
Earnings Scheduled For October 25, 2022
October 25, 2022
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AAT
ADM
AGR
AGYS
Tags
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FBP
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Quant Ratings Updated on 77 Stocks
October 18, 2022
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ALNY
AMX
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Wall Street Thinks This Growth Stock Could Soar 40% By 2023
October 15, 2022
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CSGP
MAA
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^GSPC
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Inflation is going to fall just as fast as it rose, and that’s investors’ cue to enter the stock market
October 06, 2022
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SPX
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TGT
NKE
From
MarketWatch
Analyst Ratings for CoStar Gr
October 05, 2022
Tickers
CSGP
Tags
CSGP
BZI/AAR
Benzinga
From
Benzinga
Big selling wave in stocks makes for a buying opportunity, says Baron manager who has 20% of his fund’s assets in Tesla
September 28, 2022
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ACGL
AMZN
CSGP
DNUT
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UAA
META
RRR
From
MarketWatch
CoStar Group Is Joining the S&P 500. Is This the Right Time to Buy?
September 18, 2022
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PVH
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CSGP
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Why Stocks Will Surge 20%+ Despite August Inflation Fallout
September 14, 2022
Tickers
CSGP
RDFN
Tags
Stocks to Buy
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This Analyst Slashes PT On Rent the Runway By Around 43%, Plus JP Morgan Predicts $84 For Oracle
September 13, 2022
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ADBE
ANAB
BRZE
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ADBE
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ORCL
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 12, 2022
September 12, 2022
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ADBE
AEM
AGL
ASH
Tags
LTHM
GOLD
Market News
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Benzinga
Expert Ratings for CoStar Gr
September 12, 2022
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CSGP
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Benzinga
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Analyst Ratings
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Benzinga
ADT, Manchester United And Other Big Gainers From Tuesday
September 07, 2022
Tickers
ADT
CSGP
ECOM
EQRX
Tags
Benzinga
MANU
Big Gainers From Tuesday
From
Benzinga
11 Industrials Stocks Moving In Tuesday's Pre-Market Session
September 06, 2022
Tickers
ASTC
CSGP
GOGL
HYRE
Tags
BZI/TFM
SOS
PIXY
From
Benzinga
CoStar Group, Brigham Minerals And Some Other Big Stocks Moving Higher In Today's Pre-Market Session
September 06, 2022
Tickers
AMRS
CSGP
GSAT
GSUN
Tags
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Movers
GSUN
From
Benzinga
Penn National dropped from S&P 500 for one of America’s largest institutional landlords
September 02, 2022
Tickers
AMD
AMH
CSGP
CZR
Tags
DD
INVH
PENN
From
MarketWatch
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