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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
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EVENTS
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TAF
Event Schedule
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Event Schedule
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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
RSVP-Signup Form
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A Peek Into The Markets: US Stock Futures Higher Following Monday's Rally
December 07, 2021
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5 Stocks To Watch For December 7, 2021
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Coupa Software Incorporated (COUP) Q3 2022 Earnings Call Transcript
December 06, 2021
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Recent Press Releases
Market News
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Recap: Coupa Software Q3 Earnings
December 06, 2021
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Market News
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Earnings
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MongoDB, Coupa Make Waves After Monday's Big Wall Street Win
December 06, 2021
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MDB
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^GSPC
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12 Information Technology Stocks Moving In Monday's After-Market Session
December 06, 2021
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CTK
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Market News
BZI/TFM
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Earnings Scheduled For December 6, 2021
December 06, 2021
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GTLB
HQY
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GTLB
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DLHC
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A Preview Of Coupa Software's Earnings
December 03, 2021
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BZI/EP
Benzinga
COUP
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Are Bill.com and Lemonade Good Buys Now?
December 02, 2021
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DASH
LMND
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MILE
LMND
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A Look Into Coupa Software's Debt
December 01, 2021
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Intraday Update
Benzinga
News
From
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What 10 Analyst Ratings Have To Say About Coupa Software
November 30, 2021
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Market News
Analyst Ratings
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Digging Into Expensify's IPO
November 17, 2021
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EXFY
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Should You Change Your Investment Thesis in a Volatile Market? Advice From 3 Investors
November 16, 2021
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These 2 Stocks Are Screaming Buys Right Now
November 03, 2021
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PD
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PD
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Where Coupa Software Stands With Analysts
October 28, 2021
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Supply Chain Chaos: 2 Stocks Set to Crush the Market in 2022 (and Beyond)
October 25, 2021
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H
HLT
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Why Coupa Software, Zendesk, and Other High-Growth Tech Stocks Caught Fire This Week
October 15, 2021
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Expert Ratings For Coupa Software
October 01, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For October 1, 2021
October 01, 2021
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ALC
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Get ready for growth stocks to come roaring back to life says this top-performing manager. Here are his picks.
September 27, 2021
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2 Monster Growth Stocks in the Making
September 24, 2021
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What Is Freshworks All About?
September 19, 2021
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1 Growth Stock That Could Produce 10X Returns
September 18, 2021
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Market News, the Business of Football, and Sports Betting
September 16, 2021
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Why All the Interest in Buy Now, Pay Later?
September 16, 2021
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Analyst Ratings For Coupa Software
September 08, 2021
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BZI/AAR
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Only 1 of These 2 Nasdaq Stock Favorites Is Winning Today
September 08, 2021
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12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
September 08, 2021
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CTXS
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Benzinga
From
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10 Biggest Price Target Changes For Wednesday
September 08, 2021
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CMG
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CMG
FCFS
PPG
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Why Are Coupa Software Shares Trading Higher Today?
September 08, 2021
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Analyst Ratings
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