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Maturity Risk
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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
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TAF sm Program
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EVENTS
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Municipal Bond Presentation
TAM
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TAF
Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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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
Featured Articles
Contrarian Notes Blog
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US Stocks On Track For Solid Start Amid Lingering Fed Optimism: Traders Eye Earnings From Market Bellwether Apple
November 02, 2023
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BHC
CI
CLX
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November 02, 2023
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November 01, 2023
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October 31, 2023
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electric vehicles
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October 31, 2023
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MGM
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Benzinga
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October 31, 2023
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CVNA
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CHWY
Benzinga
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October 30, 2023
Tickers
AAPL
DIS
DKNG
ESPN
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media stocks
FOXA
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From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
October 30, 2023
Tickers
BBWI
CZR
DKNG
F
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RIVN
BZI/AUOA
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From
Benzinga
DraftKings Q3 Earnings Preview: Analyst Estimates, Key Items To Watch, NFL Impact, What's Next
October 30, 2023
Tickers
DIS
DKNG
NFL
PDYPY
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Top Stories
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From
Benzinga
Apple, AMD, Palantir Earnings On Deck This Week As Market Seeks Positive Catalysts In Fed Decision Week
October 30, 2023
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AAPL
ADM
AGYS
AJG
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COP
BSX
AMD
From
Benzinga
Sports Betting Weekly Wrap: ESPN Bet Logo Trouble, Fury Vs. Ngannou Payouts, Best NFL Betting Teams, NHL Player Suspended And More
October 27, 2023
Tickers
DIS
DKNG
NHL
PDYPY
Tags
sports betting
DKNG
Christian McCaffrey
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Benzinga
Wembanyama Mania Is Here: NBA Rookie Draws More Viewers Than LeBron James — Betting Odds Breakdown
October 27, 2023
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DIS
DKNG
ESPN
MGM
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DIS
Sports
WBD
From
Benzinga
One Bettor Wins Big With Arizona Diamondbacks Prediction, Here's How Much You Could Have Made With $100 Bet On World Series Underdog
October 26, 2023
Tickers
DKNG
ESPN
FOX
FOXA
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FOXA
DKNG
sports betting
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
October 26, 2023
Tickers
ABNB
BKNG
CZR
DKNG
Tags
BZI/AUOA
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Benzinga
Fair fight? In the World Series, the Rangers ($251 million payroll) play the Diamondbacks ($119 million)
October 26, 2023
Tickers
DKNG
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DKNG
From
MarketWatch
Mattel, Meta, Align Technology And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
October 26, 2023
Tickers
ALGN
ANET
DKNG
GGR
Tags
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MAT
From
Benzinga
3 Stocks To Buy for 100% Returns in 2024
October 25, 2023
Tickers
BLDR
BWMX
CVE
DKNG
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NYSE:CVE,NASDAQ:BLDR,NASDAQ:DKNG,NASDAQ:SYM,NASDAQ:BWMX
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From
InvestorPlace
Cathie Wood's ARK Innovation ETF Records Its Best Session In 2 Months: Here's Why — It's Not Just Due To Bitcoin's Credit
October 24, 2023
Tickers
ARKK
BITCOMP
COIN
DKNG
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TSLA
COIN
From
Benzinga
Christian McCaffrey Sets NFL Record With Touchdowns In 16 Straight Games: Here's How Much A $10 Bet On The Streak Would Be Worth Today
October 24, 2023
Tickers
DIS
DKNG
NFL
Tags
San Francisco 49ers
DIS
Sports
From
Benzinga
DraftKings is winning over more ‘whales,’ which could help send its stock 24% higher
October 24, 2023
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DKNG
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DKNG
From
MarketWatch
Why Are Crypto Stocks Up Today?
October 24, 2023
Tickers
COIN
DKNG
HUT
OSTK
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OSTK
From
InvestorPlace
DKNG Stock Alert: Moffett Nathanson Is Pounding the Table of DraftKings
October 24, 2023
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DKNG
IONQ
RTX
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Market News
Uncategorized
DKNG
From
InvestorPlace
7 Stocks to Sell in October Before They Crash and Burn
October 24, 2023
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AI
CVNA
DKNG
GPS
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GRPN
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InvestorPlace
2023-2024 NBA Season Preview: 5 Key Storylines To Watch For Bettors Featuring LeBron, Wembenyama, Defending Champion Denver Nuggets
October 23, 2023
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DKNG
MGM
MSGS
NBA
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Benzinga
BetMGM
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Benzinga
Tom Brady is trying to buy a stake in the Raiders, but some NFL owners are blocking the deal. Here’s why.
October 20, 2023
Tickers
DKNG
UAA
WMT
Tags
DKNG
WMT
UAA
From
MarketWatch
Sports Betting Weekly Wrap: Drake Loses $850K, Bettor Turns $28 Into $486K, Best NFL Teams For Bettors And More
October 20, 2023
Tickers
DIS
DKNG
NFL
PENN
Tags
DKNG
nfl
Drake
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
October 19, 2023
Tickers
ABNB
DKNG
FSR
LCID
Tags
Market News
Options
MHK
From
Benzinga
Is Penn Entertainment Stock a Screaming Buy Ahead of the ESPN Bet Launch?
October 19, 2023
Tickers
DKNG
PENN
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Motley Fool
It’s Not too Late to Place a Wager on DKNG Stock
October 19, 2023
Tickers
DKNG
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Market News
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DKNG
From
InvestorPlace
What Happened With DraftKings Stock Today?
October 18, 2023
Tickers
DKNG
Tags
News
Market News
Movers
From
Benzinga
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