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home
about us
Investment Approach
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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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Where Will AT&T Be in 1 Year?
March 15, 2022
Tickers
DISCA
DISCK
T
Tags
DISCA
T
Market News
From
Motley Fool
Discovery CEO David Zaslav received walloping $246.6 million pay package in 2021
March 14, 2022
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AAPL
DISCA
T
Tags
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T
DISCA
From
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HBO Max, Discovery+ to become one streaming service after merger complete
March 14, 2022
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DISCA
T
Tags
T
DISCA
From
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Discovery CFO Confirms Merger With WarnerMedia's HBO Max App
March 14, 2022
Tickers
DIS
DISCA
NFLX
T
Tags
DISCA
Tech
Briefs
From
Benzinga
Is AT&T Stock a Value Stock or a Value Trap?
March 11, 2022
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Tags
DISCA
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March 11, 2022
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BILI
CMCSA
DISCA
Tags
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BIDU
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Inflation Grew At 7.9% Over The Last Year, But Will It Prompt The Fed To Be More Aggressive?
March 10, 2022
Tickers
AMZN
DISCA
T
Tags
AMZN
DISCA
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Benzinga
Mega-mashup: Discovery clears $30 billion bond to finance WarnerMedia deal, a bullish sign for a rattled market
March 09, 2022
Tickers
ABBV
BUD
CVS
DISCA
Tags
T
SPX
BUD
From
MarketWatch
5 Companies That Stand To Lose Due To Operations In Russia, Ukraine
March 09, 2022
Tickers
DISCA
FVRR
PAYO
UPWK
Tags
freelance stocks
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Russia
From
Benzinga
2 Ultra-High-Yield Dividend Stocks With Up to 72% Upside, According to Wall Street
March 09, 2022
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DISCK
SBRA
T
Tags
T
Market News
DISCA
From
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Why Are Company Insiders Buying These 7 S&P 500 Stocks?
March 08, 2022
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Tags
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Disney Explores Cheaper, Ad Supported Tier Of Disney+ Streaming Service
March 04, 2022
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DIS
DISCA
PARA
Tags
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Briefs
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3 High-Yield Dividend Stocks That Could Jump 15% to 24%, According to Wall Street
March 04, 2022
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How AT&T’s Warner Media Spinoff Could Spark a Dividend Recovery
March 03, 2022
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T
Tags
NYSE:T,NASDAQ:DISCA,NASDAQ:DISCB,NASDAQ:DISCK
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Will Investors Notice Exciting Sign On Discovery's Chart?
March 03, 2022
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March 03, 2022
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Tags
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10 Communication Services Stocks With Whale Alerts In Today's Session
March 02, 2022
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DISCA
FB
GOOGL
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Investor Patience Will be Rewarded in AT&T Stock
March 02, 2022
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NFLX
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Tags
T
NFLX
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Hold Onto AT&T and the Proposed WBD Spin-off Stock for Profit
February 28, 2022
Tickers
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DISCB
DISCK
T
Tags
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DISCK
From
InvestorPlace
Take a break from doom-scrolling with these streaming picks for March 2022
February 27, 2022
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AMZN
CMCSA
DIS
Tags
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DISCA
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Netflix and Streaming Rivals Usher in the ‘De-FANGing’ of Tech Stocks
February 27, 2022
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DIS
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DISCA
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10 Communication Services Stocks With Whale Alerts In Today's Session
February 25, 2022
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DIS
DISCA
FB
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Market News
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These 20 S&P 500 stocks are down at least 5% after Russia invades Ukraine
February 24, 2022
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AAL
AAPL
ABNB
ALB
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Discovery Stock Falls Post Q4 Results, Clocks 10% Revenue Growth
February 24, 2022
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Home Depot leads the list of 20 worst performers in the S&P 500 on Tuesday
February 22, 2022
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BBY
DE
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SEDG
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
February 16, 2022
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AKAM
AYX
BSY
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TTD
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Here's The Company Winning The Gold Medal For The 2022 Winter Olympics
February 15, 2022
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CMCSA
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Eurosport
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Stocks To Watch: 10 Public Companies With Super Bowl LVI Commercials
February 12, 2022
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CMCSA
CZR
DISCA
Tags
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Halle Berry
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Benzinga
Sunday's Other Bowl Game: Inside Discovery's Puppy Bowl XVIII
February 11, 2022
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BRK-A
CHD
CHWY
DISCA
Tags
CHWY
DISCA
CHD
From
Benzinga
Why Warner Bros. Discovery Investors Should Tread Lightly
February 11, 2022
Tickers
DIS
DISCA
NFLX
Tags
DIS
Recent Press Releases
DISCA
From
Motley Fool
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