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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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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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Top 5 Risk Off Stocks That Could Blast Off In Q2
June 07, 2023
Tickers
BJ
DG
HAIN
RSI
Tags
UL
BJ
HAIN
From
Benzinga
This Dividend Giant Is Yielding 8.8%: Should You Buy?
June 07, 2023
Tickers
BTI
DG
Tags
BTI
Market News
DG
From
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Check Out What Whales Are Doing With Dollar Gen
June 06, 2023
Tickers
DG
Tags
DG
Market News
Options
From
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Benzinga's Top Ratings Upgrades, Downgrades For June 6, 2023
June 06, 2023
Tickers
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ABNB
AEP
AGEN
Tags
AGEN
Benzinga
LUMN
From
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Apple To Rally Around 17%? Here Are 10 Other Analyst Forecasts For Tuesday
June 06, 2023
Tickers
AAPL
ADBE
CSTL
CXM
Tags
Markets
CSTL
TAP
From
Benzinga
The 7 Best Stocks to Buy for This “Non-Recession Recession”
June 05, 2023
Tickers
BF-B
DE
DG
GOOG
Tags
NASDAQ:NVDA,NASDAQ:GOOG,GOOGL,NASDAQ:MSFT,NYSE:PM,NYSE:DE,NYSE:BF/B,NYSE:DG
Stocks to Buy
MSFT
From
InvestorPlace
Dollar Gen Unusual Options Activity For June 05
June 05, 2023
Tickers
DG
Tags
Benzinga
BZI/UOA
Markets
From
Benzinga
Cutthroat Competiton Amid Stubbornly High Inflation Ails Dollar General, This Analyst Slashes Price Target By 20%
June 05, 2023
Tickers
DG
Tags
Equities
Analyst Color
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 5, 2023
June 05, 2023
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ACLS
BLKB
BPMC
CIR
Tags
PRG
CIR
TGT
From
Benzinga
3 Stocks to Avoid This Week
June 05, 2023
Tickers
CONN
CVNA
DG
HOFT
Tags
Market News
DG
CVNA
From
Motley Fool
What Recession? How High-End Lululemon Compares To Discount Dollar General, Walmart, Costco
June 02, 2023
Tickers
COST
DG
LULU
WMT
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Market News
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From
Benzinga
This Week’s Retail Earnings Roundup
June 02, 2023
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GOOG
JWN
LULU
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From
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Benzinga's Top Ratings Upgrades, Downgrades For June 2, 2023
June 02, 2023
Tickers
ABR
ACNT
ACRV
ADP
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Benzinga
Market News
KOPN
From
Benzinga
Dollar Gen Earnings Perspective: Return On Capital Employed
June 02, 2023
Tickers
DG
Tags
Benzinga
Market News
DG
From
Benzinga
Have Poor Q1 Earnings Set Up A Short Opportunity In These Two Brick-And-Mortar Retailers?
June 02, 2023
Tickers
DG
DLTR
Tags
News
Dollar Tree
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From
Benzinga
Lululemon To Rally Around 44%? Here Are 10 Other Analyst Forecasts For Friday
June 02, 2023
Tickers
AVGO
BILI
CRWD
DG
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LULU
Benzinga
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From
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Dollar General Analysts Slash Their Forecasts After Downbeat Q1 Results
June 02, 2023
Tickers
DG
Tags
Market News
Analyst Ratings
Pre/Market Outlook
From
Benzinga
Dollar General (DG) Q1 2023 Earnings Call Transcript
June 01, 2023
Tickers
DG
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DG
Market News
Recent Press Releases
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Motley Fool
These 2 Plunging Stocks Are Pointing to Consumer Weakness Across the Economy
June 01, 2023
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DG
LCID
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LCID
Market News
DG
From
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Nasdaq Surges Over 1%; Dollar General Lowers Annual Guidance
June 01, 2023
Tickers
DG
DZSI
EU
LE
Tags
Small Cap
DZSI
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Why Victoria's Secret Shares Are Trading Lower By Around 11%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
June 01, 2023
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AGBA
AI
ARDS
AYX
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CHWY
VCIG
VSCO
From
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Why Dollar General Stock Got Clobbered by the Market Today
June 01, 2023
Tickers
DG
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DG
Market News
Recent Press Releases
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Check Out What Whales Are Doing With Dollar Gen
June 01, 2023
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DG
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Benzinga
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BZI/UOA
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Why Are Dollar General Shares Plunging Today
June 01, 2023
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DG
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News
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Dollar General stock dives toward a 2-year low after earnings miss, lowered outlook
June 01, 2023
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DG
DLTR
SPX
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From
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How Monthly Dividends From Passive Income Stocks Can Help Activate Your Family Budget
June 01, 2023
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AGNC
AMZN
DG
FDX
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Recent Press Releases
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Earnings Scheduled For June 1, 2023
June 01, 2023
Tickers
ASAN
AVGO
BARK
BILI
Tags
ITI
S
COO
From
Benzinga
US Stocks Set For Higher Open As House Passes Debt Deal: Why This Analyst Sees Possibility Of 'June Swoon'
June 01, 2023
Tickers
AI
ASAN
AVGO
CHWY
Tags
S
Markets
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From
Benzinga
Dollar General, Broadcom And 3 Stocks To Watch Heading Into Thursday
June 01, 2023
Tickers
AVGO
CRM
DG
HRL
Tags
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From
Benzinga
Investor Sentiment Drops As Dow Records Loss For May
June 01, 2023
Tickers
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DG
HRL
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Trading Ideas
Benzinga
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From
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