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home
about us
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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
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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
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
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Better Bear Market Buy: Etsy vs. Dollar General
April 15, 2023
Tickers
DG
ETSY
Tags
Recent Press Releases
Market News
ETSY
From
Motley Fool
7 Best Stocks to Buy as Inflation Fears Creep Up
April 10, 2023
Tickers
CL
COST
DG
FIVE
Tags
FIVE
GO
NYSE:CL,NASDAQ:FIVE,NYSE:SRE,NASDAQ:GO,NASDAQ:COST,NYSE:DG,NYSE:MCY
From
InvestorPlace
Time to Spring-Clean...Your Stock Portfolio
April 10, 2023
Tickers
AAPL
BRK-A
BRK-B
CDNS
Tags
ZG
Z
COST
From
Motley Fool
Dollar General's Safety Setback: Federal Regulators Crack Down On Workplace Standard Violations
April 10, 2023
Tickers
DG
Tags
Briefs
Benzinga
News
From
Benzinga
Here's Why Agree Realty Can Keep Paying You for Years
April 10, 2023
Tickers
ADC
BBY
DG
O
Tags
BBY
O
Recent Press Releases
From
Motley Fool
Walgreens Continues Pushing Into Healthcare Despite Fierce Competition
April 06, 2023
Tickers
AMZN
CVS
DG
WBA
Tags
contributors
WMT
General
From
Benzinga
Dollar General's Key Initiatives Should Boost Top line Growth in 2023, But Lower-Income Consumer Base and Low Tax Refunds a Concern: Analyst
April 05, 2023
Tickers
DG
Tags
Large Cap
Guidance
Benzinga
From
Benzinga
Dollar Gen: Dividend Insights
April 05, 2023
Tickers
DG
Tags
BZI/ExDiv
Market News
Benzinga
From
Benzinga
Looking for Safe Income? This Stock Raised Its Dividend in the Last 2 Recessions.
April 01, 2023
Tickers
DG
O
WBA
Tags
WBA
DG
Market News
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Is Dollar General Stock a Buy?
March 31, 2023
Tickers
DG
Tags
DG
Market News
Recent Press Releases
From
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7 Stocks to Kick Out of the S&P 500
March 30, 2023
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BXP
CCL
DG
DLTR
Tags
BXP
CCL
FRC
From
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5 Retail Stocks Sitting in the Sweet Spot
March 30, 2023
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ACI
AMZN
COST
DG
Tags
WBD
DKS
PTON
From
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BYD Defers US Debut, Alibaba's Split Sparks Layoff Concerns, Apple Launches Much-Awaited' Pay Later' Service: Today's Top Stories
March 29, 2023
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ADDYY
BABA
BYDDF
Tags
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UBS
ADDYY
From
Benzinga
Dollar General In Settlement Talks Regarding Workplace Safety Violations: Report
March 29, 2023
Tickers
DG
TGT
WMT
Tags
Benzinga
Briefs
Media
From
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$216M Bet On Occidental Petroleum? Check Out These 3 Stocks Insiders Are Buying
March 28, 2023
Tickers
DG
OXY
RMAX
Tags
Trading Ideas
Markets
RMAX
From
Benzinga
Stock Market Sell-Off: Is Dollar General a Buy?
March 27, 2023
Tickers
DG
Tags
DG
Recent Press Releases
Market News
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Here Are 3 Dividend Stocks That Can Double Their Payouts While Providing Market-Beating Returns
March 27, 2023
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DG
TSCO
URI
Tags
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Recent Press Releases
URI
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Dollar General Is Down 19% From Its High: Time to Buy?
March 26, 2023
Tickers
DG
Tags
DG
Market News
Recent Press Releases
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Barron's Top Weekend Stock Picks: Oracle, Costco, Ford And Odds Of Microsoft-Activision Deal Just Got Much Better
March 25, 2023
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COST
DG
F
MSFT
Tags
Media
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ORCL
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3 High-Yield Dividend Stocks to Buy If You Want to Get Paid Every Month
March 25, 2023
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DG
FDX
HD
O
Tags
PFLT
HD
WBA
From
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Better Buy: Dollar General vs. Tractor Supply
March 23, 2023
Tickers
DG
TSCO
Tags
DG
TSCO
Recent Press Releases
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Is This Stock the Ultimate Recession-Proof Buy?
March 23, 2023
Tickers
DG
WMT
Tags
Market News
Recent Press Releases
WMT
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Better Buy: Dollar General vs. Dollar Tree
March 23, 2023
Tickers
DG
DLTR
Tags
Market News
DLTR
Recent Press Releases
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Should Dividend Growth Investors Buy This Well-Known Retail Stock?
March 23, 2023
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DG
Tags
Recent Press Releases
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DG
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Better Buy: Dollar General vs. Walmart
March 21, 2023
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DG
TGT
WMT
Tags
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TGT
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Checking In on Tech and Retail
March 20, 2023
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ADBE
BWXT
DG
FIVE
Tags
GOOGL
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(DG) - Analyzing Dollar Gen's Short Interest
March 20, 2023
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DG
Tags
Short Ideas
Trading Ideas
Short Sellers
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Worried About the Banking Turmoil? These 3 Stocks Shouldn't Skip a Beat
March 19, 2023
Tickers
BEP
BEPC
DG
VRTX
Tags
Market News
Recent Press Releases
BEPC
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Where Will Dollar General Stock Be In 5 Years?
March 18, 2023
Tickers
DG
Tags
Recent Press Releases
Market News
DG
From
Motley Fool
Why I Was Wrong About Dollar General Stock ... Sort Of
March 18, 2023
Tickers
DG
DLTR
TGT
WMT
Tags
WMT
DG
DLTR
From
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