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home
about us
Investment Approach
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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
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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
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Surging Rates and Dollar Worries Set the Stage for a Volatile Week
September 26, 2022
Tickers
AMZN
BBBY
CTXS
LVS
Tags
PCG
BBBY
Markets
From
Benzinga
Pacific Gas & Electric To Join S&P 500 As Vista Equity Scoops Citrix Systems
September 26, 2022
Tickers
CTXS
DRE
EQT
PCG
Tags
Market News
EQT
News
From
Benzinga
PG&E Corporation (PCG) Stock Pops Following Inclusion in the S&P 500
September 26, 2022
Tickers
CTXS
PCG
Tags
NYSE:PCG,NASDAQ:CTXS
Market News
Today's Market
From
InvestorPlace
Morgan Stanley says investors should consider this port in the market storm right now
September 26, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
SPX
AAPL
NIO
From
MarketWatch
Citrix debt deal prices with large losses for banks
September 23, 2022
Tickers
BAC
CS
CTXS
GS
Tags
BAC
CTXS
GS
From
MarketWatch
Inflation Fueled Interest Rates Trigger Strong Demand For Citrix Debt
September 12, 2022
Tickers
BAC
CS
CTXS
GS
Tags
Market News
GS
Media
From
Benzinga
Broadcom results, outlook breeze past Wall Street expectations, stock ticks higher
September 01, 2022
Tickers
AVGO
COMP
CTXS
SOX
Tags
SPX
COMP
AVGO
From
MarketWatch
Quant Ratings Updated on 62 Stocks
August 30, 2022
Tickers
ABEV
BEKE
CTXS
DDOG
Tags
DDOG
BEKE
MDLZ
From
InvestorPlace
These 18 tech stocks are this earnings season’s standouts based on three criteria
August 09, 2022
Tickers
AMZN
ANSS
CDAY
CDW
Tags
GPN
EA
TXN
From
MarketWatch
RBC Capital Downgrades Asana On Challenging Macro, Cash Burn Concerns
July 19, 2022
Tickers
ADBE
ASAN
CTXS
TEAM
Tags
Market News
Analyst Ratings
Movers
From
Benzinga
7 Best Tech Stocks to Buy in July 2022
July 07, 2022
Tickers
ADSK
CDNS
CTXS
FTNT
Tags
ADSK
FTNT
XLK
From
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7 ETFs to Pick-Up From the Tech Wreck
May 17, 2022
Tickers
AAPL
BMY
CTXS
GOOG
Tags
IGV
XLK
V
From
InvestorPlace
7 Stocks to Sell Before the Fed Gets Too Aggressive in 2022
May 10, 2022
Tickers
ARI
BBBY
CTXS
GDDY
Tags
GSAT
ARI
Stocks to Sell
From
InvestorPlace
15 Best Dividend Stocks Across These 3 Key Sectors
May 09, 2022
Tickers
AVGO
CTXS
EC
EPD
Tags
GLW
NLOK
Benzinga
From
Benzinga
Burned-out New York consultant turns office politics into board game
April 30, 2022
Tickers
CTXS
Tags
CTXS
From
MarketWatch
A Bullish Sign Appears On Citrix Systems's Chart
March 23, 2022
Tickers
CTXS
Tags
Benzinga
CTXS
BZI/CROSS
From
Benzinga
7 Stocks To Buy at the Bottom After the Market Rout
February 17, 2022
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AXP
BIO
CRTO
Tags
HPE
GOOG
TEAM
From
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7 Superior Stocks That Smart Investors Will Buy on the Dip
February 07, 2022
Tickers
AI
ANTM
BKR
COST
Tags
CTXS
TECH
GPN
From
InvestorPlace
Expert Ratings For Citrix Systems
February 01, 2022
Tickers
CTXS
Tags
BZI/AAR
CTXS
Benzinga
From
Benzinga
10 Information Technology Stocks Moving In Monday's Intraday Session
January 31, 2022
Tickers
API
CTXS
EMBK
IFBD
Tags
Market News
Movers
Top Gainers
From
Benzinga
RBLX Stock: Is Roblox a Buy? What the Bulls and Bears Are Saying
January 31, 2022
Tickers
CTXS
HAS
IINN
RBLX
Tags
NYSE:RBLX,NASDAQ:HAS,NASDAQ:IINN,NASDAQ:CTXS
Market News
CTXS
From
InvestorPlace
Interest Rate Hikes 2022: How Many the Pros Are Predicting for This Year
January 31, 2022
Tickers
CTXS
HOOD
SOFI
Tags
SOFI
Market News
Today's Market
From
InvestorPlace
CTXS Stock Alert: 10 Things to Know About the Deal Taking Citrix Systems Private
January 31, 2022
Tickers
CTXS
CVT
Tags
Today's Market
NASDAQ:CTXS,NASDAQ:CVT
Market News
From
InvestorPlace
Recap: Citrix Systems Q4 Earnings
January 31, 2022
Tickers
CTXS
Tags
BZI/Recaps
News
Market News
From
Benzinga
Citrix Agrees To Be Acquired In $16.5B Deal
January 31, 2022
Tickers
CTXS
TECH
Tags
CTXS
Briefs
M&A
From
Benzinga
Wall Street Doesn't Like These 2 Deals, and Shareholders Are Paying the Price Monday
January 31, 2022
Tickers
BB
CTXS
DJI
Tags
BB
Recent Press Releases
^GSPC
From
Motley Fool
This ARK holding and pandemic star is down 77% from its peak — why one hedge fund is starting to buy it
January 31, 2022
Tickers
AAPL
AMC
AMZN
APPS
Tags
GME
SPOT
BTCUSD
From
MarketWatch
A Peek Into The Markets: US Stock Futures Mixed Following Friday's Rally
January 31, 2022
Tickers
AAPL
CTXS
LHX
NXPI
Tags
LHX
SANM
Market News
From
Benzinga
Elliott And Vista Nearing A Deal to Buy Citrix Systems: What Investors Need To Know
January 30, 2022
Tickers
CTXS
DEAL
Tags
Sector ETFs
Markets
citrix
From
Benzinga
Citrix Systems said to be close to $13 billion deal with Vista and Elliott to go private
January 30, 2022
Tickers
CTXS
Tags
CTXS
From
MarketWatch
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