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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
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Why Did Dollar General Stock Fall 24% Last Month?
October 06, 2023
Tickers
DG
Tags
DG
Market News
Recent Press Releases
From
Motley Fool
3 Retail Stocks Ready to Rally Into Year-End
October 04, 2023
Tickers
DG
FMX
KR
Tags
KR
FMX
NYSE:DG,NYSE:KR,NYSE:FMX
From
InvestorPlace
3 Beaten-Down Stocks Primed for a Monster Comeback in 2024
October 04, 2023
Tickers
CCL
DG
WBD
Tags
CCL
Stocks to Buy
Market News
From
InvestorPlace
Dollar General Is on Track for Its Worst Year Since Its IPO. Is This a Huge Buying Opportunity?
October 04, 2023
Tickers
DG
Tags
Recent Press Releases
Market News
DG
From
Motley Fool
3 Potential Catalysts for Dollar General Stock
October 03, 2023
Tickers
DG
Tags
Recent Press Releases
Market News
DG
From
Motley Fool
Don’t Miss the Boom: 3 Retail Stocks Set to Explode Higher
September 29, 2023
Tickers
BURL
DG
WBA
Tags
NYSE:DG,NASDAQ:WBA,NYSE:BURL
WBA
Market News
From
InvestorPlace
4 Dividend Stocks to Buy in Fall 2023
September 29, 2023
Tickers
AMT
DG
ES
GIS
Tags
NYSE:AMT,NYSE:DG,NYSE:ES,NYSE:GIS
AMT
GIS
From
InvestorPlace
Dollar General, Philip Morris And Other Defensive Stocks From Wall Street's Most Accurate Analysts
September 29, 2023
Tickers
CALM
DG
PM
SYY
Tags
Pre/Market Outlook
PM
SYY
From
Benzinga
Is It Time to Buy the S&P 500's 4 Worst-Performing Stocks This Year?
September 29, 2023
Tickers
DG
ENPH
PODD
SEDG
Tags
SEDG
Market News
DG
From
Motley Fool
Is Dollar General a Buy Now?
September 29, 2023
Tickers
DG
DLTR
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DLTR
Recent Press Releases
Market News
From
Motley Fool
Better Bargain Stock: Dollar General vs. Chewy
September 29, 2023
Tickers
CHWY
DG
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CHWY
Recent Press Releases
Market News
From
Motley Fool
Beat the Dow Jones With This Cash-Gushing Dividend Stock
September 28, 2023
Tickers
ADC
DG
DIA
TSCO
Tags
DIA
TSCO
Recent Press Releases
From
Motley Fool
September's Shakeout: S&P 500, Nasdaq 100 See Just 13% Of Stocks Above 50-Day Average
September 27, 2023
Tickers
AMGN
DG
ILMN
PODD
Tags
SPY
AMGN
ETFs
From
Benzinga
You Can Buy This REIT Below What Company Insiders Paid
September 27, 2023
Tickers
ADC
BBY
DG
KR
Tags
WMT
DG
ADC
From
Benzinga
7 Stocks That Could Soar Following the Fed’s Latest Decision
September 25, 2023
Tickers
ARCC
COST
DG
FIVE
Tags
DG
NASDAQ:COST,NASDAQ:ARCC,NYSE:PG,NYSE:SRE,NYSE:MA,NYSE:MET,NASDAQ:FIVE,NYSE:DG
FIVE
From
InvestorPlace
U.S. Stocks May Extend Last Week's Slump Amid Investor Concerns Over Rising Treasury Yields, High Oil Prices And Potential For More Fed Hikes
September 25, 2023
Tickers
DG
DLTR
NKE
TGT
Tags
Benzinga
TGT
DLTR
From
Benzinga
Is Now the Time to Go All In on Dollar General Stock?
September 25, 2023
Tickers
DG
Tags
Recent Press Releases
Market News
DG
From
Motley Fool
7 Stocks That Should Be on Every Investor’s Radar This Fall
September 25, 2023
Tickers
AAP
ARHS
BABA
DG
Tags
OPRA
BABA
DG
From
InvestorPlace
What the Heck Is Happening With Dollar General Stock?
September 24, 2023
Tickers
DG
Tags
DG
Market News
Recent Press Releases
From
Motley Fool
HSBC says Walmart best retailer it covers: ‘Size matters in retail’
September 22, 2023
Tickers
ACI
COST
DG
HD
Tags
SPX
XRT
TGT
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For September 22, 2023
September 22, 2023
Tickers
AGRX
ALEC
BIGC
CART
Tags
Benzinga
CHTR
KMB
From
Benzinga
Expert Ratings for Dollar Gen
September 22, 2023
Tickers
DG
Tags
Analyst Ratings
DG
Market News
From
Benzinga
Dollar Gen Unusual Options Activity For September 21
September 21, 2023
Tickers
DG
Tags
Benzinga
Markets
BZI/UOA
From
Benzinga
Better Buy: Foot Locker vs. Dollar General
September 21, 2023
Tickers
DG
FL
Tags
DG
Market News
Recent Press Releases
From
Motley Fool
Buy This Blue-Chip Dividend Stock and Relax
September 21, 2023
Tickers
DG
O
WBA
Tags
O
WBA
Recent Press Releases
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For September 20, 2023
September 20, 2023
Tickers
ATSG
AZUL
BBW
BHC
Tags
WING
SBRA
BRKL
From
Benzinga
BlackRock’s Rick Rieder eyes potential Fed ‘split’ on whether to do more rate hikes in 2023
September 20, 2023
Tickers
DG
M
SPX
Tags
DG
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Nasdaq, S&P 500 Futures Edge Higher As Traders Bet On Fed Pause: Analyst Says Relief Rally Could Be In The Cards
September 20, 2023
Tickers
DG
DRI
FDS
GIS
Tags
QQQ
John Lynch
Markets
From
Benzinga
Stick with Berkshire Hathaway, says this long-time investor, who’s wary of Nvidia and Tesla
September 20, 2023
Tickers
AAPL
AMC
AMZN
BRK-B
Tags
NKLA
GS
SCS
From
MarketWatch
Lower-income households ‘are acting recessionary today.’ JPMorgan gives Dollar General its worst rating after company presentation
September 20, 2023
Tickers
DG
Tags
DG
From
MarketWatch
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