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home
about us
Investment Approach
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Market Analysis Summary
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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
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Peering Into Cintas's Recent Short Interest
September 22, 2023
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$1000 Invested In Cintas 15 Years Ago Would Be Worth This Much Today
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Benzinga's Top Ratings Upgrades, Downgrades For September 12, 2023
September 12, 2023
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AUR
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INDB
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September 12, 2023
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Analyst Ratings
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Adobe To Rally Over 14%? Here Are 10 Other Analyst Forecasts For Tuesday
September 12, 2023
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Tags
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4 Top Dividend Growth Stocks of the S&P 500 That Have Major Long-Term Potential for Investors
September 07, 2023
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TSCO
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Looking Into Cintas's Recent Short Interest
September 06, 2023
Tickers
CTAS
Tags
Market News
Benzinga
BZI/SHORTHIST
From
Benzinga
$1000 Invested In This Stock 10 Years Ago Would Be Worth $11,000 Today
August 31, 2023
Tickers
CTAS
Tags
CTAS
Earnings
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From
Benzinga
Late-Summer Steals: 7 Stocks to Buy Before Fall
August 28, 2023
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CTAS
HD
PAYC
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TSCO
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Cramer Gives Auto Semiconductor Company A Thumbs Down: 'Self-Driving Has Hit A Snag'
August 25, 2023
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CSCO
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ORI
mad money Lightning Round
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If I Could Only Buy 3 Stocks in 2023, I'd Pick These
August 18, 2023
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DOV
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WMT
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Here's How Much You Would Have Made Owning Cintas Stock In The Last 20 Years
August 09, 2023
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Benzinga
BZI/POD
News
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This Dividend Growth Machine Just Announced Another 20% Dividend Hike
July 28, 2023
Tickers
CTAS
Tags
CTAS
Market News
Recent Press Releases
From
Motley Fool
$100 Invested In Cintas 15 Years Ago Would Be Worth This Much Today
July 25, 2023
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Tags
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CTAS
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Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 24, 2023
July 24, 2023
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July 24, 2023
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Cintas Receives Analyst Cheer On Strong Q4 Performance: Price Targets Hikes Imply Up To 11% Upside
July 14, 2023
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News
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Benzinga
Wells Fargo Maintains Equal-Weight Rating for Cintas: Here's What You Need To Know
July 14, 2023
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Analyst Ratings
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Benzinga
Cintas Q4: Earnings Beat, 10% Topline Growth & More
July 13, 2023
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Benzinga
US Stocks Set To Open Higher On Inflation Relief, Earnings Optimism — But Analysts Split Over Rally
July 13, 2023
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DAL
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Earnings Preview: Cintas
July 12, 2023
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Monday's Market Minute: From Jobs To Inflation
July 10, 2023
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This Week: JPMorgan, Pepsi, Delta Air Lines, ConAgra Among Companies To Report Earnings
July 09, 2023
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Here's How Much $100 Invested In Cintas 10 Years Ago Would Be Worth Today
July 07, 2023
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CTAS
Tags
Dividends
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CTAS
From
Benzinga
A Look Into Cintas Inc's Price Over Earnings
July 04, 2023
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CTAS
Tags
Benzinga
Intraday Update
Market News
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Benzinga
Cintas Earnings Conference Call Is Coming Up, Here's What You Need To Know
June 30, 2023
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CTAS
Tags
Benzinga
CTAS
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Benzinga
How To Attend Cintas Q4 2023 Earnings Conference Call
June 30, 2023
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CTAS
Tags
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Benzinga
Looking Into Cintas's Recent Short Interest
June 29, 2023
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CTAS
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Market News
Benzinga
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From
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Cintas' Debt Overview
June 27, 2023
Tickers
CTAS
Tags
Markets
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Intraday Update
From
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