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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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Investing During Uncertain Times
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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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A Closer Look at Dollar Gen's Options Market Dynamics
November 15, 2023
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DG
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DG
Market News
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Benzinga
Buy This Undervalued Stock Before Everyone Else Does
November 15, 2023
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3 Thanksgiving Stocks You’ll Be Grateful You Bought
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Big Lots: Uncharted Depths And High Trading Activity — Is A Buy-The-Dip Moment Lurking?
November 10, 2023
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BIG
COST
DG
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XRT
BBY
BIG
From
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Dollar General, Constellation Brands, and Conagra Customers Aren't Acting Like They Usually Do
November 10, 2023
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CAG
DG
STZ
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DG
Market News
Recent Press Releases
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Behind the Scenes of Dollar Gen's Latest Options Trends
November 09, 2023
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DG
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Options
Market News
DG
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3 Dividend Stocks That Can Help Secure Your Financial Future
November 09, 2023
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BRK-B
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BRK/A
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From
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3 Retirement Stocks That Are Paying Dividends Monthly
November 08, 2023
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DG
H
MAIN
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MAR
O
DG
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Should You Still Buy the S&P 500's Best-Performing October Stocks?
November 07, 2023
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DG
PGR
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DG
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2 Important Takeaways From McDonald's That Could Be a Sign of the Times for Investors
November 06, 2023
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MCD
TGT
WMT
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DG
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Is Dollar General Stock Too Cheap to Ignore?
November 05, 2023
Tickers
DG
DLTR
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DG
Recent Press Releases
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Peering Into Dollar Gen's Recent Short Interest
November 03, 2023
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DG
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BZI/SHORTHIST
Benzinga
From
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Better Stock Buy: Realty Income vs. Dollar General
November 03, 2023
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DG
O
SRC
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O
Market News
SRC
From
Motley Fool
Want Safe Income? This Stock Raised Its Dividend in the Last 3 Recessions.
November 02, 2023
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O
ONL
SRC
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These Are the 7 Highest Yielding Dividend Aristocrats: Should You Buy Now?
October 31, 2023
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BEN
DG
FRT
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Down 34%, Is Realty Income a Safe Stock for High-Yield-Dividend Investors?
October 29, 2023
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DG
O
TSCO
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Should Investors Stay the Course Amid Leadership Changes at Dollar General?
October 28, 2023
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DG
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3 Devastated Stocks Down 50-55% to Buy on the Dip
October 27, 2023
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DLTR
GIS
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UBER
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You Can't Control CEO Transitions, But You Can Control What You Do About Them
October 27, 2023
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DG
DIS
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Looking At Dollar Gen's Recent Unusual Options Activity
October 26, 2023
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DG
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7 F-Rated Stocks to Sell Before November
October 26, 2023
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DG
DLTR
IEP
ILMN
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Can a Change in CEO Help Turn Dollar General's Business Around?
October 26, 2023
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2 Stocks That Could Sabotage Your Portfolio
October 25, 2023
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AMZN
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7 Top Dividend Stock Powerhouses That Can Make You Richer in 2023
October 25, 2023
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DLTR
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Elevating Investor Returns: Dollar Gen Delivers Strong Performance and Growing Profits
October 24, 2023
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This Is Huge News for the Dollar General Turnaround
October 24, 2023
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How to Recession-Proof Your Portfolio: 7 Top Picks
October 22, 2023
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CGC
DG
FNV
MO
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NYSE:FNV,NYSE:NEM,NYSE:MO,NYSE:DG,NYSE:STZ,NASDAQ:CGC,NYSE:WMT,NYSE:NEE
From
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Dollar General Stock Is Rebounding: Time to Buy Shares?
October 19, 2023
Tickers
DG
DLTR
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DLTR
DG
Market News
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Dollar Tree’s stock has tumbled this year. Its millions of wealthier new customers could change that, analysts say.
October 17, 2023
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DG
DLTR
PDD
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PDD
DLTR
DG
From
MarketWatch
Dollar General Stock: Why This Turnaround Buy Could Be a Value Trap
October 17, 2023
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DG
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Recent Press Releases
Market News
DG
From
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