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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
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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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Look For Upside in AT&T As It Unlocks HBO Max’s Hidden Value
September 28, 2021
Tickers
DIS
DISCA
NFLX
T
Tags
Hot Stocks
DISCA
NYSE:T, NASDAQ:NFLX, NYSE:DIS, NASDAQ:DISCA
From
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Three dividend stocks rated ‘A’ for safety
September 24, 2021
Tickers
ABR
DISCA
FMCC
FNMA
Tags
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SPX
OHI
From
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7 High-Yield Dividend Stocks That Will Please Any Income Lover
September 23, 2021
Tickers
APO
BP
DISCA
DISCB
Tags
Market News
BP
VOTE
From
InvestorPlace
AT&T Stock Investors Aren’t Likely To Lose (Or Make) A Lot of Money
September 23, 2021
Tickers
AMZN
DISCA
T
TMUS
Tags
AMZN
Dividend Stocks
DISCA
From
InvestorPlace
Why ViacomCBS Deserves Apathetic Investors' Attention
September 21, 2021
Tickers
CMCSA
DIS
DISCA
NFLX
Tags
NFLX
DISCA
VIAC
From
Motley Fool
AT&T’s Positive Change Remains on Track
September 20, 2021
Tickers
DISCA
T
Tags
NYSE:T,NASDAQ:DISCA
DISCA
T
From
InvestorPlace
AT&T’s Dividend Yield Prediction Implies It Has Further to Fall
September 20, 2021
Tickers
DISCA
T
Tags
NYSE:T,NASDAQ:DISCA
Stocks to Sell
T
From
InvestorPlace
2 Stocks to Buy With Dividends Yielding More Than 3%
September 17, 2021
Tickers
DIS
DISCA
DISCK
NFLX
Tags
DISCK
DISCA
O
From
Motley Fool
Is AT&T Stock a Buy?
September 17, 2021
Tickers
DIS
DISCA
DISCK
NFLX
Tags
DISCA
DISCK
NFLX
From
Motley Fool
3 Reasons to Go Long AT&T Stock Now, While You Have the Chance
September 17, 2021
Tickers
AMZN
DISCA
NFLX
ROKU
Tags
Market News
NFLX
T
From
InvestorPlace
AT&T Stock Still Looks Like a Value Trap
September 15, 2021
Tickers
DISCA
T
VIAC
VZ
Tags
VZ
VIAC
DISCA
From
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7 Great Stocks to Buy for an Income-Rich Retirement
September 14, 2021
Tickers
AMZN
DIS
DISCA
FRT
Tags
Stocks to Buy
MMM
AMZN
From
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Any Decision About AT&T Stock Should Rely on Prudence, Not Emotion
September 10, 2021
Tickers
DISCA
DISCK
T
Tags
DISCK
Dividend Stocks
DISCA
From
InvestorPlace
Battle of the High-Yield Telecom Stocks: AT&T vs Verizon
September 09, 2021
Tickers
DISCA
T
VZ
Tags
Stocks to Buy
VZ
DISCA
From
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Discovery's Debt Insights
September 09, 2021
Tickers
DISCA
Tags
Intraday Update
Benzinga
News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 9, 2021
September 09, 2021
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ALGS
AMRN
APEN
APP
Tags
SCR
KDMN
SCPH
From
Benzinga
Contrarian Signs Point to Possible AT&T Bull Case
September 09, 2021
Tickers
DISCA
GILD
QCOM
T
Tags
DISCA
GILD
VZ
From
InvestorPlace
3 Dividend Stocks Begging to Be Bought in September
September 09, 2021
Tickers
DISCA
DISCK
IIPR
IVR
Tags
DISCK
JPM
DISCA
From
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9 Communication Services Stocks With Unusual Options Alerts In Today's Session
September 08, 2021
Tickers
AMC
ATVI
CMCSA
DISCA
Tags
FUBO
Market News
NFLX
From
Benzinga
3 Reasons to Buy AT&T, and 1 Reason To Sell
September 08, 2021
Tickers
DISCA
DISCK
T
TMUS
Tags
DISCK
VZ
Market News
From
Motley Fool
Downgrades On Economy And Pandemic Pharmaceuticals
September 08, 2021
Tickers
AAPL
AMGN
DISCA
GS
Tags
DISCA
M&A
MRNA
From
Benzinga
4 Contrarian Stocks to Bet on in Seemingly Overvalued Markets
September 02, 2021
Tickers
CRON
DISCA
GOLD
JD
Tags
GOLD
Stocks to Buy
NYSE:GOLD;NYSE:MO;NYSE:T;NASDAQ:JD,NASDAQ:DISCA,NASDAQ:CRON
From
InvestorPlace
7 Overvalued Stocks to Sell to Invest Like Michael Burry
September 01, 2021
Tickers
ALL
ARKK
DISCA
DNOW
Tags
GEO
Market News
ALL
From
InvestorPlace
The AT&T Dividend Cut Is Unfortunate But Necessary
August 31, 2021
Tickers
CSCO
DISCA
GM
T
Tags
NYSE:T,NASDAQ:DISCA,NYSE:GM,NASDAQ:CSCO,
CSCO
DISCA
From
InvestorPlace
What’s worth streaming in September 2021: ‘Money Heist,’ ‘Foundation,’ ‘Y: The Last Man’ and more
August 31, 2021
Tickers
AAPL
AMZN
CMCSA
DIS
Tags
AAPL
NFLX
T
From
MarketWatch
7 Beaten-Down Stocks to Buy for September
August 30, 2021
Tickers
AMZN
APPN
AXP
BA
Tags
Stocks to Buy
AXP
AMZN
From
InvestorPlace
Better Dividend Stock: AT&T or IBM
August 27, 2021
Tickers
AMZN
DIS
DISCA
DISCK
Tags
NFLX
T
TMUS
From
Motley Fool
Here’s Why AT&T Should Belong In a Long-Term Portfolio
August 25, 2021
Tickers
DISCA
T
TMUS
VZ
Tags
DISCA
VZ
Stocks to Buy
From
InvestorPlace
8 Communication Services Stocks With Unusual Options Alerts In Today's Session
August 24, 2021
Tickers
AMC
BIDU
BILI
DISCA
Tags
MOMO
DISCA
Market News
From
Benzinga
Buy AT&T As It Bottoms and Begins to Rise
August 24, 2021
Tickers
DISCA
T
Tags
Dividend Stocks
T
DISCA
From
InvestorPlace
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