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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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Total Asset Fund (TAF)
TAF sm Program
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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
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Mastercard to $425? Plus Raymond James Predicts $2,350 For This Stock
July 20, 2022
Tickers
AZO
BABA
DD
IBM
Tags
Price Target Changes
Price Target
MA
From
Benzinga
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July 19, 2022
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DD
GD
LMT
Tags
DD
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RTX
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This Company Says It Has Set Its Sights High To Make A Continued Splash In The Specialty Beverage Market
July 18, 2022
Tickers
ADM
ASYS
DD
SBEV
Tags
Market News
ASYS
DD
From
Benzinga
Is Warren Buffett Stock Celanese a Buy?
July 13, 2022
Tickers
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BRK-B
CE
DD
Tags
DD
Market News
CE
From
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7 Overlooked Blue-Chip Stocks to Add to Your Buy List
July 11, 2022
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BTI
CAT
CI
Tags
Stocks to Buy
CAT
BTI
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Where DuPont de Nemours Stands With Analysts
July 08, 2022
Tickers
DD
Tags
DD
Analyst Ratings
Market News
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Benzinga
Stretched to the Max, Shandong Ruyi Loses Control of Lycra
July 06, 2022
Tickers
DD
Tags
Benzinga
contributors
Market News
From
Benzinga
5 Reasons This Agriculture Stock Is Unstoppable After Earnings
June 23, 2022
Tickers
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DD
DOW
Tags
Market News
CTVA
DOW
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Where DuPont de Nemours Stands With Analysts
June 16, 2022
Tickers
DD
Tags
Benzinga
BZI/AAR
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 16, 2022
June 16, 2022
Tickers
AIRS
AJG
APLE
AWI
Tags
ENOV
VRA
SAFM
From
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Looking Into DuPont de Nemours's Recent Short Interest
June 13, 2022
Tickers
DD
Tags
Short Sellers
Trading Ideas
DD
From
Benzinga
How Is The Market Feeling About DuPont de Nemours?
May 06, 2022
Tickers
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Tags
Market News
DD
Short Ideas
From
Benzinga
What 8 Analyst Ratings Have To Say About DuPont de Nemours
May 04, 2022
Tickers
DD
Tags
Market News
Analyst Ratings
DD
From
Benzinga
DuPont de Nemours, Inc. (DD) Q1 2022 Earnings Call Transcript
May 03, 2022
Tickers
DD
Tags
Recent Press Releases
Market News
DD
From
Motley Fool
DuPont: Q1 Earnings Insights
May 03, 2022
Tickers
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Tags
BZI/Recaps
Benzinga
Earnings
From
Benzinga
20 Stocks Moving in Tuesday's Pre-Market Session
May 03, 2022
Tickers
AIM
ALJJ
AQB
ASTS
Tags
SNOA
HCDI
LKCO
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Benzinga
Stocks may keep sliding until institutions join retail investors in capitulation, this firm says
May 03, 2022
Tickers
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AMC
AMD
AMZN
Tags
YM00
GME
DD
From
MarketWatch
A Peek Into The Markets: US Stock Futures Flat Ahead Of FOMC Meeting
May 03, 2022
Tickers
AMD
BP
DD
EL
Tags
News
BP
Market News
From
Benzinga
DuPont Q1 2022 Earnings Conference Call On May 3, 2022 At 08:00 AM ET
April 21, 2022
Tickers
DD
Tags
Earnings
DD
BZI/CONF
From
Benzinga
Analyst Ratings for DuPont de Nemours
April 14, 2022
Tickers
DD
Tags
Benzinga
BZI/AAR
DD
From
Benzinga
Ominous Death Cross Forms On DuPont de Nemours's Chart
April 13, 2022
Tickers
DD
Tags
Market News
DD
Benzinga
From
Benzinga
The 7 Most Undervalued Stocks to Buy in April
March 29, 2022
Tickers
BAC
DD
DG
OSK
Tags
TGT
DD
UBER
From
InvestorPlace
7 Defense Stocks to Buy Heading Into April
March 24, 2022
Tickers
AVAV
BAH
DD
GD
Tags
GD
OLN
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From
InvestorPlace
Water is plentiful, but ways to invest are scarce — here’s how to make money
March 22, 2022
Tickers
AQUA
AWK
CWT
DD
Tags
FIW
YORW
WMS
From
MarketWatch
Where DuPont de Nemours Stands With Analysts
March 18, 2022
Tickers
DD
Tags
Benzinga
BZI/AAR
Market News
From
Benzinga
Analyst Ratings For DuPont de Nemours
March 18, 2022
Tickers
DD
Tags
DD
Analyst Ratings
Market News
From
Benzinga
3 Wildly Undervalued Dividend Stocks to Buy in March
March 06, 2022
Tickers
CC
DD
LMT
NVT
Tags
LMT
Recent Press Releases
CC
From
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Vegan Stocks Bolstered By Rising Interest In Textured Vegetable Protein Options
March 03, 2022
Tickers
ADM
DD
INGR
MGPI
Tags
Penny Stocks
DuPont de Nemours
INGR
From
Benzinga
5 Stocks to Sell as a Russia-Ukraine War Looms Large
February 18, 2022
Tickers
CAT
DD
DE
DOV
Tags
DOV
DE
CAT
From
InvestorPlace
6 Companies That Recently Announced Large Buybacks
February 10, 2022
Tickers
BBWI
BCS
BMY
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Tags
Market News
BCS
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From
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