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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
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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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3 Stocks That Haven't Been This Cheap in More Than 5 Years
September 11, 2024
Tickers
DG
GO
SAVE
Tags
GO
Recent Press Releases
DG
From
Motley Fool
Should You Buy Dollar Tree Stock at Its 9-Year Low?
September 10, 2024
Tickers
DG
DLTR
TGT
WMT
Tags
WMT
DLTR
Market News
From
Motley Fool
Trading Near a 9-year Low After a Guidance Cut, Is Now a Golden Opportunity to Buy Dollar Tree on the Dip?
September 09, 2024
Tickers
DG
DLTR
Tags
Recent Press Releases
DG
Market News
From
Motley Fool
How Is Walmart Stock Hitting an All-Time High While Dollar General and Dollar Tree Just Plummeted to 5-Year Lows?
September 09, 2024
Tickers
DG
DLTR
WMT
Tags
WMT
DLTR
Market News
From
Motley Fool
Intel, Moderna And Dollar General Were Among Top 10 Large Cap Losers In August: Are The Others In Your Portfolio?
September 08, 2024
Tickers
CRL
DG
GFI
INTC
Tags
CRL
Benzinga
Movers
From
Benzinga
1 Growth Stock Down 68% to Buy Right Now
September 07, 2024
Tickers
DG
Tags
DG
Recent Press Releases
Market News
From
Motley Fool
Are Dollar Store Stocks Doomed?
September 07, 2024
Tickers
DG
DLTR
Tags
DG
Recent Press Releases
Market News
From
Motley Fool
Nvidia's Killer Quarter Is Worth Talking About
September 05, 2024
Tickers
BIRK
CHWY
COST
CRM
Tags
DG
ANCT/F
CHWY
From
Motley Fool
Dollar Stores Struggle When Walmart Performs Well: Report
September 05, 2024
Tickers
DG
DLTR
NEWS
TGT
Tags
Benzinga
TGT
Equities
From
Benzinga
Top 3 Defensive Stocks That Could Lead To Your Biggest Gains In September
September 05, 2024
Tickers
DG
DLTR
NEWS
RSI
Tags
Markets
Trading Ideas
Pre/Market Outlook
From
Benzinga
Jim Cramer Tries To Quell Investor Fears Amid Nvidia Selloff: 'If You Have A Market That's Been Driven By A Handful Of Stocks...'
September 05, 2024
Tickers
DG
DLTR
NEWS
NVDA
Tags
Jim Cramer
Equities
Benzinga
From
Benzinga
Dollar Tree's Q2 Struggles: Analysts Question Pricing, Shrinkage, And Transformation Amid Macro Challenges
September 04, 2024
Tickers
DG
DLTR
NEWS
Tags
Analyst Ratings
Equities
Benzinga
From
Benzinga
Is It Time to Buy August's Worst-Performing S&P 500 Stocks?
September 04, 2024
Tickers
DELL
DG
MRNA
SMCI
Tags
SMCI
Market News
MRNA
From
Motley Fool
Dollar General Stock Crashes. Should Investors Buy the Dip or Stay Away?
September 04, 2024
Tickers
DG
Tags
Market News
Recent Press Releases
DG
From
Motley Fool
What the Options Market Tells Us About Dollar Gen
September 03, 2024
Tickers
DG
Tags
Market News
BZI/UOA
Benzinga
From
Benzinga
Dollar General, Temu Parent PDD And Super Micro Computer Are Among Top 10 Large Cap Losers Last Week (Aug 25-Aug 31): Are The Others In Your Portfolio?
September 02, 2024
Tickers
COIN
DG
DLTR
MSTR
Tags
Trading Ideas
Briefs
Stories That Matter
From
Benzinga
Schiff's Fed Warning, Vance's Critique Of Harris, Dollar General's Financial Woes, And More: This Week In Economics
September 01, 2024
Tickers
DG
NEWS
Tags
News
Market News
Peter Schiff
From
Benzinga
Magnificent 7 Miss Out, 2 Cybersecurity Stocks Stand Firm, Retailers Lag In Volatile August: Here Are The Top S&P 500 Gainers And Losers
August 31, 2024
Tickers
ABNB
ACGL
AXON
BBWI
Tags
KLG
Stories That Matter
ETSY
From
Benzinga
Walmart, Target Are Eating Dollar Stores' Lunch: Dollar General Lowers Guidance, Will Dollar Tree Be Next?
August 31, 2024
Tickers
DG
DLTR
TGT
WMT
Tags
Trading Ideas
WMT
Pro Project
From
Benzinga
A $14 Trillion Passive Income Investment Opportunity Is Hiding in Plain Sight (and It's Easier to Access Than You Think)
August 31, 2024
Tickers
DG
O
WBA
WPC
Tags
Market News
WBA
Recent Press Releases
From
Motley Fool
Dollar Stores Could Take A Page From Best Buy When It Comes To Shoplifting
August 30, 2024
Tickers
BBY
DG
DLTR
NEWS
Tags
DG
Retail Sales
DLTR
From
Benzinga
Dollar General Market Share Loss To Walmart Is 'Opposite Of What Historically Happens' When Consumers Stress: Analyst
August 30, 2024
Tickers
DG
WMT
Tags
Trading Ideas
JPMorgan
Benzinga
From
Benzinga
This Dollar General Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday
August 30, 2024
Tickers
BZUN
DG
ENLC
ESTC
Tags
Trading Ideas
Pre/Market Outlook
Markets
From
Benzinga
CrowdStrike To Rally Around 25%? Here Are 10 Top Analyst Forecasts For Friday
August 30, 2024
Tickers
ADSK
BBY
CRWD
DG
Tags
DG
PT Changes
KSS
From
Benzinga
Dollar Gen Stock: A Deep Dive Into Analyst Perspectives (13 Ratings)
August 30, 2024
Tickers
DG
Tags
BZI/AAR
Market News
Analyst Ratings
From
Benzinga
Lululemon, Dollar General, Dell, Marvell Technology, Tesla: Why These 5 Stocks Are On Investors' Radars Today
August 29, 2024
Tickers
DELL
DG
LULU
MRVL
Tags
MRVL
Markets
Dollar General Corporation
From
Benzinga
Dollar General Says Majority Of People Who Shop There 'Feel Worse Off Financially' Compared With 6 Months Ago Amid Price Hikes, Softer Employment Levels
August 29, 2024
Tickers
DG
DLTR
NEWS
SJM
Tags
Markets
SJM
WMT
From
Benzinga
Why Dollar General Stock Plummeted to 6-Year Lows Today
August 29, 2024
Tickers
DG
Tags
Market News
DG
Recent Press Releases
From
Motley Fool
Dollar General (DG) Q2 2024 Earnings Call Transcript
August 29, 2024
Tickers
DG
Tags
DG
Recent Press Releases
Market News
From
Motley Fool
Crude Oil Moves Higher; Dollar General Earnings Miss Estimates
August 29, 2024
Tickers
AFRM
AILE
BCDA
BIG
Tags
Cryptocurrency
AFRM
Equities
From
Benzinga
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