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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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Why Variety Stores Chain Dollar General's Shares Are Shooting Higher Today
December 07, 2023
Tickers
DG
Tags
Benzinga
why it's moving
Dividends
From
Benzinga
Dollar General’s stock buoyed by earnings beat, but retailer is not happy with its performance
December 07, 2023
Tickers
DG
SPX
Tags
SPX
DG
From
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The Fastest Growing Brands In 2023: ChatGPT, Starry, Zelle, Shein, Tesla, Hulu And More
December 07, 2023
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AAPL
AMZN
BKNG
BUD
Tags
KO
AMZN
DEO
From
Benzinga
Earnings Scheduled For December 7, 2023
December 07, 2023
Tickers
APDN
AVGO
CDMO
CIEN
Tags
UONEK
SCWX
CDMO
From
Benzinga
S&P 500 futures struggle to extend rally ahead of more jobs data and as bond yields rise
December 07, 2023
Tickers
AVGO
COMP
DG
DJIA
Tags
YM00
JP:NIK
DJIA
From
MarketWatch
Dollar General, Broadcom And 3 Stocks To Watch Heading Into Thursday
December 07, 2023
Tickers
AVGO
BASE
DG
LULU
Tags
DG
News
Pre/Market Outlook
From
Benzinga
Investor Sentiment Falls Ahead Of Jobs Report; Dow Falls For Third Session
December 07, 2023
Tickers
AVGO
CPB
DG
LULU
Tags
YEXT
Earnings
Markets
From
Benzinga
Dollar General Gears Up For Q3 Print; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
December 07, 2023
Tickers
DG
Tags
DG
News
Expert Ideas
From
Benzinga
Secure Your Retirement With These 3 Dividend Stocks
December 06, 2023
Tickers
AWR
BJ
CVS
DG
Tags
NRG
LOW
AWR
From
InvestorPlace
Dollar Gen Earnings Preview
December 06, 2023
Tickers
DG
Tags
DG
Earnings
BZI/EP
From
Benzinga
Where Will Dollar General Stock Be in 5 Years?
December 04, 2023
Tickers
DG
WMT
Tags
WMT
DG
Market News
From
Motley Fool
3 Stocks to Avoid This Week
December 04, 2023
Tickers
AMBA
BIG
DG
THO
Tags
Recent Press Releases
WBD
BIG
From
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Why Realty Income Stock Jumped 14% in November
December 04, 2023
Tickers
CVS
DG
O
SRC
Tags
SRC
DG
WMT
From
Motley Fool
3 Discount Retailer Stocks Primed to Benefit From Pinched Consumer Budgets
November 30, 2023
Tickers
DG
ROST
WMT
Tags
ROST
WMT
DG
From
InvestorPlace
Dollar General Stock: Buy, Sell, or Hold?
November 30, 2023
Tickers
DG
Tags
DG
Market News
Recent Press Releases
From
Motley Fool
AMZN Stock Forecast 2024: Why the Hate for Amazon.com?
November 30, 2023
Tickers
AMZN
DG
IBM
NVDA
Tags
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Market News
WMT
From
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7 Recession-Proof Dividend Stocks to Snap Up Before They Soar
November 30, 2023
Tickers
AGM
BAH
DG
FLO
Tags
AGM
IBM
NYSE:FLO,NYSE:IBM,NYSE:DG,NYSE:TGT,NYSE:BAH,NYSE:TAP,NYSE:AGM
From
InvestorPlace
Market Whales and Their Recent Bets on Dollar Gen Options
November 28, 2023
Tickers
DG
Tags
Markets
Benzinga
BZI/UOA
From
Benzinga
Black Friday Foot Traffic Reveals Potential 2023 Holiday Shopping Retail Winners: 17 Stock Ideas
November 27, 2023
Tickers
BBY
BURL
COST
DG
Tags
Retail Stocks
HD
BBY
From
Benzinga
7 Monthly Dividend Stocks to Buy and Hold for Steady Returns
November 27, 2023
Tickers
ABR
ADC
AGNC
APLE
Tags
H
CIM
BBY
From
InvestorPlace
3 High Dividend Growth Stocks to Buy in December 2023
November 27, 2023
Tickers
DG
DKS
TMO
Tags
DKS
TMO
DG
From
InvestorPlace
These Dividend Stocks Can Double Your Money in Under 6 Years
November 24, 2023
Tickers
DG
OLED
URI
Tags
URI
Market News
Recent Press Releases
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Motley Fool
Got $5,000? Buy and Hold These 3 Value Stocks for Years
November 24, 2023
Tickers
DG
IP
PRU
Tags
DG
Recent Press Releases
Market News
From
Motley Fool
Expert Ratings for Dollar Gen
November 22, 2023
Tickers
DG
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
1 Dividend Stock You'll Regret Not Buying Now
November 22, 2023
Tickers
AMC
BJ
DG
DLTR
Tags
AMC
DG
BJ
From
Motley Fool
(DG) - Analyzing Dollar Gen's Short Interest
November 21, 2023
Tickers
DG
Tags
Short Sellers
Benzinga
Short Ideas
From
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Got $500? 2 Absurdly Cheap Stocks to Buy on the Dip Now
November 21, 2023
Tickers
DG
TSCO
Tags
Market News
Recent Press Releases
TSCO
From
Motley Fool
Is Dollar General Stock a Buy Now?
November 20, 2023
Tickers
DG
Tags
DG
Market News
Recent Press Releases
From
Motley Fool
Nasdaq’s Hidden Deals: 3 Value Stocks to Buy Before the Rebound
November 16, 2023
Tickers
CMCSA
CRWD
DG
DIS
Tags
PARA
WBD
DIS
From
InvestorPlace
Why Dollar General's Stock Jumped On Wednesday
November 15, 2023
Tickers
DG
TGT
Tags
DG
TGT
Market News
From
Motley Fool
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