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What We Normally Don’t Buy
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
MARKET RESEARCH
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Inflation Is Eating Into Sales Of Companies Across The Board, Even This Household Food Name
August 29, 2024
Tickers
DG
FOOD
GIS
KHC
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DG
food
From
Benzinga
US Stocks Rally, Dow Jones Achieves Record Highs As GDP Outperforms, Nvidia Falls: What's Driving Markets Thursday?
August 29, 2024
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From
Benzinga
Dollar Tree Shares Are Falling Thursday: 'We Are Not Satisfied With Our Financial Results,' CEO Says
August 29, 2024
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DLTR
NEWS
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Benzinga
Dollar General Q2 Earnings: Earnings Miss, Slashed Outlook And Shrinking Margins
August 29, 2024
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DG
NEWS
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Equities
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Wall Street On Track For Relief Rally With Nvidia Earnings In Rearview Mirror: Strategist Says Near-Term Market Trajectory May Not Hinge On Presidential Election But This
August 29, 2024
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Nasdaq Tumbles Over 1% As Super Micro And Other Chip Stocks Decline: Fear & Greed Index Remains In 'Neutral' Zone
August 29, 2024
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DG
FL
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CNN Business Fear & Greed Index
FL
From
Benzinga
Dollar General Earnings Are Imminent; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
August 29, 2024
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DG
NEWS
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Wall Street's Most Accurate Analysts
Trading Ideas
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Nvidia, Best Buy And 3 Stocks To Watch Heading Into Thursday
August 29, 2024
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DG
HPQ
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3 Rebounding Undervalued Stocks to Buy Before They Soar
August 15, 2024
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Is the Worst Over? 3 Recession-Proof Stocks to Shield Your Portfolio.
August 13, 2024
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Decoding 14 Analyst Evaluations For Dollar Gen
August 13, 2024
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Benzinga
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3 Undervalued Stocks Poised for a Comeback in 2024
August 12, 2024
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3 Stocks That Cut You a Check Each Month
August 10, 2024
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7 Undervalued Stocks to Scoop Up Amid Q3 Market Turbulence
August 01, 2024
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DG
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3 Retail Stocks to Buy Now: Q3 Edition
July 21, 2024
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3 No-Brainer Dividend Stocks to Buy Right Now
July 20, 2024
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3 Forgotten Blue-Chip Stocks That Could Double Your Money
July 18, 2024
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July 16, 2024
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In-Depth Examination Of 13 Analyst Recommendations For Dollar Gen
July 15, 2024
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July 12, 2024
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Dollar General Reaches $12M Safety Settlement With US Regulators
July 12, 2024
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DG
DLTR
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Beaten Down Stock Dollar General Overhauls Supply Chain To Boost Margins: Report
July 10, 2024
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DG
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Peering Into Dollar Gen's Recent Short Interest
July 05, 2024
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Economic Anxiety? 3 Consumer Stocks Still Posting Record Sales
July 04, 2024
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Bitcoin Dip Not Over Yet Or The Shorts Are About To Get 'Obliterated,' Says Ali Martinez
July 04, 2024
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Bargain Alert: 7 Long-Term Stocks to Buy Hand-Over-Fist
June 26, 2024
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CVS
DG
DV
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EL
From
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3 High-Yield Dividend Stocks to Buy Now for a Lifetime of Passive Income
June 25, 2024
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