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about us
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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
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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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US Stocks Set To Extend 5-Day Winning Streak Today? Traders Anxiously Watch Fed Speech, Climbing Bond Yields
November 06, 2023
Tickers
ADTN
BNTX
BRK
DISH
Tags
DISH
interest rate
SPY
From
Benzinga
DISH Network, Goodyear And 3 Stocks To Watch Heading Into Monday
November 06, 2023
Tickers
CEG
DISH
GT
NXPI
Tags
GT
News
Market News
From
Benzinga
Investor Fear Eases Following Jobs Data; Dow Jumps Over 200 Points
November 06, 2023
Tickers
AAPL
CEG
DISH
GT
Tags
Benzinga
NXPI
AAPL
From
Benzinga
Earnings Outlook For DISH Network
November 03, 2023
Tickers
DISH
Tags
Benzinga
BZI/EP
DISH
From
Benzinga
Exclusive: In our ‘hyper-polarized’ political climate, 20% of the S&P 500 is now doing this
October 31, 2023
Tickers
DISH
META
PCG
RTX
Tags
TSLA
SPX
RTX
From
MarketWatch
DISH Gets a Lifeline As Court Approves Extended Deadline for T-Mobile Airwaves Purchase
October 19, 2023
Tickers
DISH
TMUS
Tags
News
Market News
TMUS
From
Benzinga
Citigroup Maintains Neutral Rating for DISH Network: Here's What You Need To Know
October 16, 2023
Tickers
DISH
Tags
Market News
Analyst Ratings
DISH
From
Benzinga
Expert Ratings for DISH Network
October 09, 2023
Tickers
DISH
Tags
Market News
DISH
Analyst Ratings
From
Benzinga
Verizon’s stock heads for lowest close in 13 years as dividend yield hits record high
October 06, 2023
Tickers
ATUS
CHTR
DISH
LUMN
Tags
T
CHTR
VZ
From
MarketWatch
DirecTV's Future Uncertain as AT&T Mulls Over Divestment Strategies
October 05, 2023
Tickers
DISH
NFLX
T
Tags
Asset Sales
Benzinga
T
From
Benzinga
Dish Network is the first company to be fined for littering in outer space
October 03, 2023
Tickers
DISH
SPX
Tags
SPX
DISH
From
MarketWatch
Bold Bets: 3 Distressed Debt ETFs for High-Return Potential
October 03, 2023
Tickers
ANGL
BAM
CZR
DISH
Tags
NWL
LVS
DISH
From
InvestorPlace
Why Getty Images Holdings Shares Are Trading Lower By Around 15%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
October 03, 2023
Tickers
ADAG
AGIL
ALXO
AONC
Tags
W
Top Gainers
FVRR
From
Benzinga
T-Mobile Pressures US Government Over Dish's Delayed $3.5B Airwaves Purchase
September 26, 2023
Tickers
DISH
T
TMUS
VZ
Tags
TMUS
Market News
News
From
Benzinga
A Look Into Communication Services Sector Value Stocks
September 25, 2023
Tickers
CCOI
DISH
LILA
MOMO
Tags
News
Market News
LILA
From
Benzinga
DISH Network Has Dropped 62% in a Year. Is It a Buy Now?
September 24, 2023
Tickers
DISH
Tags
Recent Press Releases
DISH
Market News
From
Motley Fool
Beware! 3 Stocks Waving Massive Red Flags Right Now
September 21, 2023
Tickers
AMC
BYND
DISH
Tags
BYND
Market News
DISH
From
InvestorPlace
What's Going On With Dish Network Stock Tuesday?
September 19, 2023
Tickers
DISH
SATS
TMUS
Tags
Regulations
SATS
Media
From
Benzinga
Iphone 15 Launch, New Macbook Pro, New Apple Accessories: Top Stories Of The Week From The Appleverse
September 17, 2023
Tickers
AAPL
DISH
T
TECH
Tags
AAPL
T
Benzinga
From
Benzinga
7 F-Rated Consumer Discretionary Stocks to Sidestep Immediately
September 15, 2023
Tickers
DIS
DISH
FTCH
JRSH
Tags
NASDAQ:MULN,NYSE:DIS,NASDAQ:PLUG,NASDAQ:DISH,NASDAQ:FTCH,NASDAQ:JRSH,NASDAQ:WKHS,NYSE:OSK
Stocks to Sell
DIS
From
InvestorPlace
T-Mobile Expands Network Horizons: Acquiring Comcast Airwaves in $3.3B FCC-Backed Deal
September 13, 2023
Tickers
CMCSA
DISH
TMUS
Tags
CMCSA
M&A
DISH
From
Benzinga
From Almost Free To $1,000 Off: US Wireless Giants Lure Subscribers With Wild iPhone 15 Promos
September 13, 2023
Tickers
AAPL
DISH
T
TECH
Tags
News
Apple
Market News
From
Benzinga
Under the Radar: 3 Stocks You Didn’t Realize Analysts Love
September 10, 2023
Tickers
DISH
INTU
SPGI
TJX
Tags
Market News
INTU
NASDAQ:DISH,NYSE:TJX,NYSE:SPGI,NASDAQ:INTU
From
InvestorPlace
Meta, Alphabet and 10 under-the-radar media stocks expected to soar
August 28, 2023
Tickers
AMCX
ATVI
CARS
CCOI
Tags
CARS
SATS
NYT
From
MarketWatch
10 Communication Services Stocks Whale Activity In Today's Session
August 23, 2023
Tickers
BIDU
DISH
GOOG
GOOGL
Tags
GOOG
Market News
LUMN
From
Benzinga
Peloton’s stock tanks 25% as revenue outlook falls short, bike recall costs pile up
August 23, 2023
Tickers
DISH
PTON
Tags
DISH
PTON
From
MarketWatch
The 3 Most Undervalued Stocks Under $1 to Buy Now: August 2023
August 21, 2023
Tickers
AEY
AYRWF
CHFLF
DISH
Tags
Market News
OTCMKTS:AYRWF,OTCMKTS:CHFLF,NASDAQ:AEY,NASDAQ:DISH
AEY
From
InvestorPlace
Cord-Cutting Claimed Another 1.7 Million Cable Customers in Q2. Here's What Investors Need to Know.
August 18, 2023
Tickers
CHTR
CMCSA
DIS
DISH
Tags
DISH
GOOGL
Recent Press Releases
From
Motley Fool
3 Short-Squeeze Stocks to Buy With Millionaire-Maker Potential
August 14, 2023
Tickers
AMZN
BOH
CVNA
DDAIF
Tags
BOH
Stocks to Buy
VLVLY
From
InvestorPlace
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