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home
about us
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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
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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
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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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Dollar General Stock: Buy, Sell, or Hold?
October 16, 2023
Tickers
DG
Tags
Recent Press Releases
Market News
DG
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For October 16, 2023
October 16, 2023
Tickers
ALHC
ALSN
BAP
BBD
Tags
TRN
NICE
GBX
From
Benzinga
4 Stocks That Moved the Market in September
October 16, 2023
Tickers
AAL
BA
DAL
DELL
Tags
HPQ
DELL
TGT
From
Motley Fool
Better Buy: Costco vs. Dollar General
October 15, 2023
Tickers
COST
DG
Tags
DG
Market News
Recent Press Releases
From
Motley Fool
3 Cheap Stocks That Could Help You Retire Early
October 15, 2023
Tickers
BABA
CSCO
DG
Tags
Recent Press Releases
BABA
Market News
From
Motley Fool
Can New CEO Todd Vasos Navigate Through Dollar General's Escalating Investor Concerns? Analyst Weighs In
October 13, 2023
Tickers
DG
Tags
Briefs
Price Target
Markets
From
Benzinga
Why Belden Shares Are Trading Lower By Over 25%? Here Are Other Stocks Moving In Friday's Mid-Day Session
October 13, 2023
Tickers
AG
AMC
BDC
BLPH
Tags
TNGX
SLS
Benzinga
From
Benzinga
Why Dollar General Stock Unexpectedly Popped Today
October 13, 2023
Tickers
DG
Tags
Market News
DG
Recent Press Releases
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For October 13, 2023
October 13, 2023
Tickers
AFYA
AMAT
ARQT
AXP
Tags
MED
CPB
KRC
From
Benzinga
JPMorgan, Wells Fargo, Citigroup And Other Big Stocks Moving Higher On Friday
October 13, 2023
Tickers
AG
APLS
AVAV
C
Tags
big gainers
Small Cap
Trading Ideas
From
Benzinga
Can Todd Vasos Save Dollar General (DG) Stock?
October 13, 2023
Tickers
DG
Tags
NYSE:DG
Today's Market
DG
From
InvestorPlace
US Stock Futures Mixed As Traders Digest Earnings, Oil Rally; JPMorgan, UnitedHealth Top Expectations
October 13, 2023
Tickers
ATVI
BLK
C
DG
Tags
C
QQQ
Market News
From
Benzinga
ViaSat shares surge after saying it won’t replace satellite as Dollar General stock rises on CEO return
October 13, 2023
Tickers
ACI
BYND
DG
JD
Tags
DG
WFC
VSAT
From
MarketWatch
Tech stocks like Amazon and CrowdStrike will rip higher this earnings season, says Wedbush’s Ives. Here’s why.
October 13, 2023
Tickers
AAPL
ACI
AMC
AMZN
Tags
GOOG
C
YM00
From
MarketWatch
Citigroup, JPMorgan And 3 Stocks To Watch Heading Into Friday
October 13, 2023
Tickers
C
DG
JPM
SGH
Tags
Stocks to Watch
Markets
Earnings
From
Benzinga
Dollar General, Boeing, JD.Com, AMC, Tesla — Why These 5 Stocks Are Trending Today?
October 12, 2023
Tickers
AMC
BA
DG
EVS
Tags
Chinese stocks
DG
Boeing
From
Benzinga
The 2 Stocks Everyone's Watching Thursday Night
October 12, 2023
Tickers
DG
DJI
SGH
Tags
SGH
^GSPC
^DJI
From
Motley Fool
Dollar General stock rallies as Todd Vasos returns as CEO
October 12, 2023
Tickers
DG
Tags
DG
From
MarketWatch
Why Dollar General Stock Is Moving Higher
October 12, 2023
Tickers
DG
Tags
Movers
Market News
DG
From
Benzinga
Is Dollar General's Dividend Safe?
October 12, 2023
Tickers
DG
Tags
Recent Press Releases
DG
Market News
From
Motley Fool
3 Stocks Cut in Half in 2023 That Could Double in 2024
October 11, 2023
Tickers
AAP
CHGG
DG
Tags
Market News
DG
CHGG
From
Motley Fool
Family Dollar to create more than 300 jobs in West Memphis
October 11, 2023
Tickers
DG
DLTR
SPX
Tags
SPX
DLTR
DG
From
MarketWatch
Down Nearly 60% This Year, Time to Buy Dollar General Stock?
October 11, 2023
Tickers
DG
DLTR
Tags
Recent Press Releases
Market News
DG
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For October 10, 2023
October 10, 2023
Tickers
AAP
ABCB
ACAD
ARM
Tags
DG
ELS
NTST
From
Benzinga
The Latest Analyst Ratings for Dollar Gen
October 10, 2023
Tickers
DG
Tags
BZI/AAR
Benzinga
Analyst Ratings
From
Benzinga
Realty Income Stock: Buy, Sell, or Hold?
October 10, 2023
Tickers
DG
HD
O
WBA
Tags
O
WMT
Recent Press Releases
From
Motley Fool
3 Shaky Stocks to Sell in October Before It’s Too Late
October 09, 2023
Tickers
DG
MRNA
MULN
Tags
Market News
DG
Stocks to Sell
From
InvestorPlace
Is It Time to Buy the S&P 500's Worst-Performing September Stocks?
October 09, 2023
Tickers
ALGN
DG
DJI
FMC
Tags
FMC
^GSPC
^DJI
From
Motley Fool
Dollar Tree Promisingly Positioned For Long-Term Growth Despite Recent Share Decline: Analyst
October 06, 2023
Tickers
DG
DLTR
WMT
Tags
DG
WMT
Reiteration
From
Benzinga
Walmart and Costco lead selloff of consumer-staple stocks after jobs report ignites rate hike worries
October 06, 2023
Tickers
CAG
COST
DG
DLTR
Tags
KLG
CAG
COST
From
MarketWatch
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