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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
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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
Featured Quarterly Newsletter
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Beat the Dow Jones With This Unstoppable Dividend Stock
September 10, 2022
Tickers
ADC
BBY
DG
MCO
Tags
WMT
TSCO
ADC
From
Motley Fool
Can Dollar Tree Rebound On Strength Of Frugal Consumers?
September 09, 2022
Tickers
BJ
DG
DLTR
GO
Tags
Market News
Analyst Ratings
OLLI
From
Benzinga
Trading Opportunities: Enjoy the Silence… but Be Ready for the Bounce
September 09, 2022
Tickers
COST
DG
TGT
WMT
Tags
DG
Market Insight
TGT
From
InvestorPlace
Here's Why Dollar General Is a Better Buy Than Dollar Tree
September 09, 2022
Tickers
DG
DLTR
Tags
DLTR
Market News
DG
From
Motley Fool
Is Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) a Strong ETF Right Now?
September 08, 2022
Tickers
AMZN
DG
ETSY
RCD
Tags
Analyst Ratings
Market News
ETFs
From
Benzinga
Apple must do battle with a fierce rival when it unveils the iPhone 14: Inflation
September 07, 2022
Tickers
AAPL
DG
DJIA
JPM
Tags
SPX
AAPL
DJIA
From
MarketWatch
Is It Time to Buy the Nasdaq's 3 Worst-Performing August Stocks?
September 06, 2022
Tickers
DG
DLTR
MTCH
SPLK
Tags
DLTR
Recent Press Releases
DG
From
Motley Fool
Want A Better Bang For Your Buck? Here Are 3 Dividend Stocks In The Discount Retail Sector
August 31, 2022
Tickers
BIG
DG
ROST
Tags
ROST
DG
Dividends
From
Benzinga
More young, middle-class Americans flock to dollar stores, seeking a refuge from inflation
August 30, 2022
Tickers
AAPL
DG
DLTR
Tags
AAPL
DLTR
DG
From
MarketWatch
CNBC's Final Trades: Cleveland-Cliffs, Dollar General And This Energy Giant With "At Least Another 10-15% Upside'
August 30, 2022
Tickers
CLF
DG
FDS
XOM
Tags
Media
CLF
Degas Wright
From
Benzinga
Apple, Dollar General Are CNBC 'Fast Money' Mentions, With This Stock Popping 1% After Being Named
August 29, 2022
Tickers
AAPL
CLF
DG
FDS
Tags
AAPL
XOM
CNBC
From
Benzinga
Dollar General Is Still a Monster Stock to Buy
August 29, 2022
Tickers
DG
Tags
Recent Press Releases
DG
Market News
From
Motley Fool
Better Buy: Costco vs. Dollar General
August 29, 2022
Tickers
COST
DG
WMT
Tags
COST
Market News
WMT
From
Motley Fool
Deutsche Bank Cuts Price Targets On These 2 Discount Retailers
August 29, 2022
Tickers
DG
DLTR
EAT
Tags
News
Market News
Price Target
From
Benzinga
Dollar General Remains An Attractive Investment Opportunity, Says This Analyst
August 26, 2022
Tickers
DG
Tags
Analyst Color
Briefs
DG
From
Benzinga
3 Stocks to Buy Before the Housing Market Crashes
August 26, 2022
Tickers
ACI
DG
NVO
Tags
ACI
DG
Stocks to Buy
From
InvestorPlace
Dollar General Earnings Perspective: Return On Invested Capital
August 26, 2022
Tickers
DG
Tags
Market News
Earnings
BZI/ROCE
From
Benzinga
Dollar Tree To $170? Here Are 5 Other Price Target Changes For Friday
August 26, 2022
Tickers
ACM
DELL
DG
DLTR
Tags
Trading Ideas
Markets
Benzinga
From
Benzinga
Investor Sentiment Improves With Powell's Speech In Focus
August 26, 2022
Tickers
DG
DLTR
JKS
Tags
Benzinga
News
Market News
From
Benzinga
3 Stocks to Buy That Are Practically Inflation-Proof
August 26, 2022
Tickers
DG
EPD
VRTX
Tags
VRTX
Market News
EPD
From
Motley Fool
Dollar General (DG) Q2 2022 Earnings Call Transcript
August 25, 2022
Tickers
DG
Tags
Market News
Recent Press Releases
DG
From
Motley Fool
Dollar General Likely To Benefit From Inflation Driven Customer Traffic, Says Analyst
August 25, 2022
Tickers
DG
Tags
Analyst Color
Earnings
Briefs
From
Benzinga
Why Dollar Tree, Dollar General, and Abercrombie & Fitch Stocks Tumbled Today
August 25, 2022
Tickers
ANF
DG
DLTR
Tags
Market News
DLTR
ANF
From
Motley Fool
Dollar Tree stock on track for longest losing streak in three years as it unveils price cuts at Family Dollar
August 25, 2022
Tickers
DG
DLTR
SPX
Tags
DLTR
SPX
DG
From
MarketWatch
Micro Today Ahead Of Macro Tomorrow
August 25, 2022
Tickers
ADSK
CRM
DG
DLTR
Tags
SNOW
Markets
WSM
From
Benzinga
Restaurants And Bars Could Be A Good Place To Pick Up Potential Investments
August 25, 2022
Tickers
ADSK
AMZN
ANF
BURL
Tags
AMZN
Earnings
SNOW
From
Benzinga
SONY Stock Alert: 8 Things to Know as Sony Raises PlayStation Prices
August 25, 2022
Tickers
DG
PTON
SONY
Tags
DG
NYSE:SONY,NYSE:DG,NASDAQ:PTON
SONY
From
InvestorPlace
What Is Going on With Dollar General (DG) Stock Today?
August 25, 2022
Tickers
DG
PTON
TMUS
Tags
NYSE:DG,NASDAQ:PTON,NASDAQ:TMUS
DG
PTON
From
InvestorPlace
Dollar General's Q2 Highlights: Earnings Beat, 4.6% Comps Growth, Stock Buyback Boost & More
August 25, 2022
Tickers
DG
Tags
Guidance
DG
Briefs
From
Benzinga
3 Dividend Stocks That Have Made Monster-Size Rate Hikes This Year
August 25, 2022
Tickers
DG
LOW
ZTS
Tags
LOW
Market News
ZTS
From
Motley Fool
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