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home
about us
Investment Approach
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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
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US Stocks Open Higher As Dow Surges 200 Points
November 08, 2022
Tickers
DD
GRWG
NRBO
NSTG
Tags
Markets
Eurozone
Intraday Update
From
Benzinga
US Government May Liquidate Around $4.4B Bitcoin, Cyber Specialists Flag Twitter's Misinformation Concerns, Tesla's Model S, Model X Recall: Top Stories Tuesday, Nov. 08
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DD
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Tags
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DD
News
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November 08, 2022
Tickers
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Tags
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Market News
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November 08, 2022
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AMC
AMZN
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Tags
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November 07, 2022
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APRN
BLDR
BYND
Tags
CRON
PLTR
BLDR
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Looking Into DuPont de Nemours's Recent Short Interest
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Tickers
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Tags
Trading Ideas
Short Ideas
Benzinga
From
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Why Rogers Stock Tanked Again on Thursday
November 03, 2022
Tickers
DD
ROG
Tags
Market News
Recent Press Releases
DD
From
Motley Fool
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November 02, 2022
Tickers
DD
Tags
Benzinga
Markets
Market News
From
Benzinga
Why Rogers Stock Crashed Hard Today
November 02, 2022
Tickers
DD
ROG
Tags
Market News
Recent Press Releases
DD
From
Motley Fool
Why Is Rogers Corporation (ROG) Stock Down 44% Today?
November 02, 2022
Tickers
ARCT
BNFT
CHGG
DD
Tags
BNFT
ARCT
CHGG
From
InvestorPlace
Downsizing At Twitter After Musk Takeover, Big Pharma Chains To Pay $14B In Opioid Claims, Tesla Shutters 1st Showroom In China: Top Stories Wednesday, Nov. 02
November 02, 2022
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AMZN
CS
CVS
Tags
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Tech
Guidance
From
Benzinga
DuPont - Rogers $5.2B Deal Loses Out To Regulatory Hurdles
November 02, 2022
Tickers
CE
DD
ROG
Tags
News
DD
ROG
From
Benzinga
Expert Ratings for DuPont de Nemours
October 18, 2022
Tickers
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Tags
DD
BZI/AAR
Analyst Ratings
From
Benzinga
Jim Cramer Likes This Biotechnology Stock: 'It's Not Big, But It's Not Bad'
October 14, 2022
Tickers
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CTVA
DD
DFS
Tags
DD
News
ZTS
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2 High-Yield Dividend Stocks That Are Passive Income Powerhouses
October 08, 2022
Tickers
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CVX
DD
DOW
Tags
DOW
DD
CVX
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This Dirt-Cheap High-Yield Dow Jones Stock Is a Screaming Buy
October 06, 2022
Tickers
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DD
DOW
VZ
Tags
VZ
Recent Press Releases
CTVA
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RBC Capital Maintains Outperform Rating for DuPont de Nemours: Here's What You Need To Know
September 23, 2022
Tickers
DD
Tags
Analyst Ratings
BZI/AAR/UPDATE
Market News
From
Benzinga
Analyst Ratings for DuPont de Nemours
September 23, 2022
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Tags
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Penn National dropped from S&P 500 for one of America’s largest institutional landlords
September 02, 2022
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AMH
CSGP
CZR
Tags
AMD
AMH
PENN
From
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2 Dividend Stocks The Activist Investor Behind Disney Has Also Been Buying
August 23, 2022
Tickers
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DD
DIS
Tags
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Large Cap
High Yielding investments Third Point holds
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This Electric Toothbrush Has 6 Cleaning Modes For Reportedly Brighter Smiles
August 11, 2022
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DD
PG
PHG
Tags
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PG
Emerging Markets
From
Benzinga
7 Blue-Chip Stocks That Will Survive 2022
August 09, 2022
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BDX
BNTX
CI
Tags
DD
PFE
ABBV
From
InvestorPlace
Morgan Stanley Maintains Equal-Weight Rating for DuPont de Nemours: Here's What You Need To Know
August 03, 2022
Tickers
DD
Tags
Analyst Ratings
BZI/AAR/UPDATE
Benzinga
From
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8 Analysts Have This to Say About DuPont de Nemours
August 03, 2022
Tickers
DD
Tags
BZI/AAR
DD
Analyst Ratings
From
Benzinga
Second Quarter Earnings Season: Consumer Discretionary Sector Holds Up Despite Recession Concerns
August 02, 2022
Tickers
DD
F
Tags
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Benzinga
Events
From
Benzinga
DuPont de Nemours, Inc. (DD) Q2 2022 Earnings Call Transcript
August 02, 2022
Tickers
DD
Tags
DD
Recent Press Releases
Market News
From
Motley Fool
DuPont Revises Annual Guidance, Trails Wall Street Estimates, Shares Tick Lower
August 02, 2022
Tickers
DD
Tags
Movers
Market News
News
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Benzinga
The dollar will weaken and these stocks could outperform, says Evercore
August 02, 2022
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AAPL
ABNB
AMC
AMD
Tags
PYPL
AMD
NIO
From
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Recap: DuPont de Nemours Q2 Earnings
August 02, 2022
Tickers
DD
Tags
BZI/Recaps
DD
News
From
Benzinga
DuPont de Nemours Earnings Conference Call Is Coming Up, Here's What You Need To Know
July 22, 2022
Tickers
DD
Tags
Market News
Benzinga
BZI/CONF
From
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