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home
about us
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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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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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This year’s airlines with the most and least valuable points
September 26, 2023
Tickers
AAL
DAL
JBLU
LUV
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DAL
UAL
AAL
From
MarketWatch
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September 21, 2023
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DAL
SAVE
ULCC
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DAL
Market News
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Delta Air Lines Unusual Options Activity For September 20
September 20, 2023
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DAL
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Options
Markets
DAL
From
Benzinga
Beware! 7 Blue-Chip Stocks Waving Massive Red Flags Right Now.
September 20, 2023
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BKNG
CMCSA
DAL
GPS
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Stocks to Sell
Market News
DAL
From
InvestorPlace
There’s one culprit for U.S. airlines’ steeper losses, and it’s not lack of demand
September 20, 2023
Tickers
AAL
DAL
JETS
SPX
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SPX
DAL
JETS
From
MarketWatch
10 Industrials Stocks Whale Activity In Today's Session
September 19, 2023
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AAL
ADP
BA
CHPT
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SPCE
AAL
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From
Benzinga
Most Ukrainian companies are fully operational after 18 months of war, Kyiv-based American Chamber of Commerce
September 19, 2023
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BA
C
CSCO
DAL
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DAL
IBM
CSCO
From
MarketWatch
3 Growth Stocks That Should Be on Every Investor’s Radar This Fall
September 19, 2023
Tickers
DAL
MELI
RBLX
Tags
RBLX
NYSE:RBLX,NYSE:DAL,NASDAQ:MELI
Market News
From
InvestorPlace
Beware! 7 Airline Stocks Waving Massive Red Flags Right Now
September 19, 2023
Tickers
AAL
ALK
DAL
HA
Tags
Market News
DAL
LUV
From
InvestorPlace
3 Airline Stocks That Should Be on Every Investor’s Radar This Fall
September 18, 2023
Tickers
AAL
DAL
JETS
LUV
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DAL
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From
InvestorPlace
Fed Ahead: Choppy Trading Possible As Investors Await Wednesday's Fed Projections, With Pause Baked In
September 18, 2023
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DAL
DRI
F
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From
Benzinga
Wall Street is the most optimistic on these industries as the fourth quarter approaches
September 17, 2023
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AMZN
AZO
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DRI
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Sky’s the Limit: 3 Stocks Ready to Rocket as Flying Cars Surge
September 15, 2023
Tickers
ACHR
BA
DAL
DIDIY
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Stocks to Buy
BA
NYSE:XPEV,NYSE:JOBY,NYSE:ACHR,OTCMKTS:DIDIY,NYSE:DAL,NYSE:TM,NYSE:BA,NASDAQ:UAL
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Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Are Secretly Monitoring But Not Talking About Yet
September 15, 2023
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HOLO
IDAI
MYTE
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Benzinga
What's Going On With Delta Air Lines Stock?
September 14, 2023
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Delta Air Lines Follows Suit With Its Industry Counterparts, Lowers Q3 Profit Guidance
September 14, 2023
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Arm's IPO Could Be Valued At $54B, Google Slashes Jobs in Global Recruiting, Starbucks Founder And Former CEO To Leave: Today's Top Stories
September 14, 2023
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CRRFY
CVX
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GOOGL
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Benzinga
Airlines Caught In Airfare Scandal: Antitrust Lawsuit Shakes Delta, United
September 13, 2023
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DAL
JETS
LUV
UAL
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Sector ETFs
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From
Benzinga
Why Delta Air Lines Shares Are Falling Today
September 13, 2023
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DAL
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Benzinga
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why it's moving
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This Is What Whales Are Betting On Delta Air Lines
September 13, 2023
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DAL
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Options
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Benzinga
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Benzinga
The 3 Most Undervalued Airline Stocks to Buy in September 2023
September 13, 2023
Tickers
AAL
DAL
UAL
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nyse:aal,nyse:DAL,nyse:UAL
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Why Are Airline Stocks Down Today?
September 13, 2023
Tickers
AAL
DAL
JBLU
SAVE
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SAVE
Market News
DAL
From
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American Airlines cuts profit outlook amid higher fuel prices and a $230 million labor expense
September 13, 2023
Tickers
AAL
DAL
JBLU
JETS
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SPX
JETS
UAL
From
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7 Large-Cap Stocks With Surprisingly Robust Upside Potential
September 11, 2023
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ISRG
JD
LNG
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Market News
JD
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The 7 Best Travel Stocks to Buy Now: September 2023
September 11, 2023
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ABNB
DAL
DIS
EXPE
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Cathie Wood Just Bought Archer Aviation (ACHR) Stock Again
September 08, 2023
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AAL
ACHR
ARKK
ARKQ
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STLA
ARKQ
Today's Market
From
InvestorPlace
Touchdown At Delta Air Lines: Super Bowl Champion Tom Brady Joins As Strategic Adviser
September 06, 2023
Tickers
DAL
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Benzinga
Top Stories
DAL
From
Benzinga
Tom Brady is now a Delta Air Lines adviser — here are all of his business ventures
September 06, 2023
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DAL
UAA
Tags
DAL
UAA
From
MarketWatch
Southwest Airlines stock falls as last-minute leisure bookings disappointed in August
September 06, 2023
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AAL
ALK
DAL
JBLU
Tags
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SPX
ALK
From
MarketWatch
Delta, Air Canada Passengers Face Hard Decisions When Confronted With Bodily Fluids
September 06, 2023
Tickers
ACDVF
DAL
X
Tags
Media
Entertainment
Large Cap
From
Benzinga
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