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home
about us
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Firm ADV PDFs
Form CRS
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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
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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Here's Why Dollar General Stock Plunged Today
December 01, 2022
Tickers
DG
Tags
DG
Recent Press Releases
Market News
From
Motley Fool
Dollar General (DG) Q3 2022 Earnings Call Transcript
December 01, 2022
Tickers
DG
Tags
Market News
DG
Recent Press Releases
From
Motley Fool
Dollar General customers are shopping closer to payday, as financial pressure increases
December 01, 2022
Tickers
DG
SPX
XLY
Tags
XLY
DG
SPX
From
MarketWatch
Gold Surges Over 3%; Dollar General Profit Misses Views
December 01, 2022
Tickers
AMC
ARCE
AZYO
COMS
Tags
Markets
Earnings
AMC
From
Benzinga
Why Dollar General Shares Are Trading Lower By Over 8%? Here Are 60 Stocks Moving In Thursday's Mid-Day Session
December 01, 2022
Tickers
AHI
AIMD
ARCE
AURA
Tags
CRM
FTCH
CS
From
Benzinga
Dollar General Shares Drop On Q3 Bottom-Line Miss, Cautious Forecast
December 01, 2022
Tickers
DG
Tags
Trading Ideas
Briefs
Guidance
From
Benzinga
Why Retail Stocks Fell Hard to Start December
December 01, 2022
Tickers
BIG
COST
DG
GIII
Tags
Market News
BIG
GIII
From
Motley Fool
Earnings Scheduled For December 1, 2022
December 01, 2022
Tickers
AMBA
AOUT
ARCE
ASAN
Tags
SOL
DBI
Earnings
From
Benzinga
Dollar General, Kroger And 3 Stocks To Watch Heading Into Thursday
December 01, 2022
Tickers
DG
FIVE
KR
SPLK
Tags
News
SPLK
Market News
From
Benzinga
Markets Turn More Bullish Following Powell Remarks
December 01, 2022
Tickers
DG
KR
ULTA
Tags
Benzinga
ULTA
KR
From
Benzinga
Earnings Outlook For Dollar General
November 30, 2022
Tickers
DG
Tags
BZI/EP
DG
Benzinga
From
Benzinga
7 Must Own Stocks to Survive the Fed’s Aggressive Rate Hikes
November 29, 2022
Tickers
BJ
COST
DG
SCHW
Tags
NYSE:TD,NYSE:DG,NYSE:SCHW,NYSE:UNH,NYSE:WMT,NYSE:SO,NYSE:BJ,NASDAQ:COST
WMT
UNH
From
InvestorPlace
Dollar General Options Trades Hint At More Downside Ahead Of Earnings
November 29, 2022
Tickers
DG
Tags
Markets
Options
Trading Ideas
From
Benzinga
These 2 Stocks Could Make or Break the Market This Week
November 28, 2022
Tickers
DG
SNOW
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Market News
Recent Press Releases
SNOW
From
Motley Fool
A Quick Look at a Busy Week
November 28, 2022
Tickers
BIG
CRM
DG
FIVE
Tags
BIG
WOOF
TD Ameritrade
From
Benzinga
Dollar General To Rally 11%? Here Are 5 Other Price Target Changes For Monday
November 28, 2022
Tickers
BWA
BYND
DG
LVS
Tags
Price Target Changes
Price Target
Market News
From
Benzinga
Cloud software is suffering a cold November rain. Can Snowflake and Salesforce turn it around?
November 27, 2022
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ADSK
BIG
BOX
CIBR
Tags
PANW
KR
ADSK
From
MarketWatch
7 Retail Stocks That Will Win the Holiday Season
November 26, 2022
Tickers
COST
DG
DLMAF
FIVE
Tags
OLLI
TGT
FIVE
From
InvestorPlace
Investors Show Optimism For Retail REITs On Black Friday
November 25, 2022
Tickers
ACI
ADC
AKR
BBY
Tags
HD
News
BRX
From
Benzinga
Dollar General's Business Benefits From Continued At-Home Consumption & High Inflation, Says Analyst
November 25, 2022
Tickers
DG
Tags
DG
Briefs
Analyst Color
From
Benzinga
Here's Why Agree Realty Can Keep Raising Its Dividend
November 25, 2022
Tickers
ADC
BBY
DG
TSCO
Tags
Recent Press Releases
DG
BBY
From
Motley Fool
The PC boom has gone bust, and we are about to see the results ahead of Black Friday
November 20, 2022
Tickers
A
ADBE
BBY
BURL
Tags
SPX
HPQ
BURL
From
MarketWatch
Barron's Top Weekend Stock Picks: Microsoft, Walmart, Grinder And GM Fixing Thousands Of Tesla EVs
November 19, 2022
Tickers
AMAT
ATVI
DG
DLTR
Tags
DLTR
ROST
DG
From
Benzinga
Stock Market Sell-Off: Is Dollar General a Buy?
November 19, 2022
Tickers
DG
Tags
DG
Recent Press Releases
Market News
From
Motley Fool
7 Value Stocks to Buy Before They Pop Off
November 15, 2022
Tickers
CF
DG
F
MRK
Tags
MSI
MRK
PWR
From
InvestorPlace
7 Tried-and-True Income Stocks for November 2022
November 14, 2022
Tickers
ADC
BBY
BJ
CMCSA
Tags
T
IBM
Market News
From
InvestorPlace
Buying Dollar General Stock Could Be a Genius Move
November 09, 2022
Tickers
DG
Tags
Market News
Recent Press Releases
DG
From
Motley Fool
3 No-Brainer Stocks to Buy in a Downturn
November 08, 2022
Tickers
ABMD
DG
JNJ
UHAL
Tags
DG
Recent Press Releases
JNJ
From
Motley Fool
Are eggs cheaper yet? Is the plan to stop inflation working? How long can we hang on? Here’s where things stand.
November 07, 2022
Tickers
DG
Tags
DG
From
MarketWatch
The 3 Catalysts Driving a Surging Market
November 01, 2022
Tickers
AMZN
DG
GOOG
HOG
Tags
AMZN, META, GOOG, HOG, DG, TGT, WMT, LVMHF, MCFT, MSFT, TNX
META
AMZN
From
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