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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Why Is Blink Charging (BLNK) Stock Up 9% Today?
September 27, 2023
Tickers
AMZN
BLNK
DKNG
MMAT
Tags
BLNK
Market News
AMZN
From
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Is DraftKings a Must-Own Growth Stock?
September 27, 2023
Tickers
DKNG
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Recent Press Releases
Market News
^GSPC
From
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MMAT Stock Alert: The $6.2 Million Reason Meta Materials Is Up Today
September 27, 2023
Tickers
DKNG
DNA
MMAT
PLTR
Tags
Today's Market
NASDAQ:MMAT,NASDAQ:DKNG,NYSE:DNA,NYSE:PLTR
DNA
From
InvestorPlace
Dear DraftKings (DKNG) Stock Fans, Mark Your Calendars for Sept. 28
September 27, 2023
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DKNG
FFIE
KNW
PLTR
Tags
KNW
Today's Market
DKNG
From
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Cathie Wood’s Stock Shuffle: 4 Names She’s Loving, 3 She’s Leaving
September 27, 2023
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ARKK
ARKQ
ARKX
AVAV
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TSLA
ARKK
ARKX
From
InvestorPlace
Dear TSLA Stock Fans, Mark Your Calendars for Oct. 2
September 26, 2023
Tickers
CGC
DKNG
TSLA
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Today's Market
TSLA
DKNG
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For September 26, 2023
September 26, 2023
Tickers
BCS
BMBL
BXP
CMA
Tags
PINS
STLD
Downgrades
From
Benzinga
DKNG Stock Alert: JPMorgan Is Pounding the Table on DraftKings
September 26, 2023
Tickers
CMCSA
CZR
DIS
DKNG
Tags
PENN
Market News
MGM
From
InvestorPlace
What's Going On With DraftKings Stock?
September 26, 2023
Tickers
DKNG
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News
Upgrades
Market News
From
Benzinga
DraftKings To Rally Around 35%? Here Are 10 Other Analyst Forecasts For Tuesday
September 26, 2023
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AAL
DKNG
FLS
FREQ
Tags
Trading Ideas
FREQ
NDSN
From
Benzinga
DraftKings’ stock has surged 140% this year, but one new bull sees a buying opportunity
September 26, 2023
Tickers
DKNG
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DKNG
From
MarketWatch
Love Story: Travis Kelce Catches Taylor Swift And A Touchdown Pass Sunday, Bettors Say You Belong With Me To Prop Bets
September 25, 2023
Tickers
CMCSA
DKNG
FOX
FOXA
Tags
Market News
FOX
nfl
From
Benzinga
Actor Vince Vaughn Can't Bring The 'Rudy' Magic Alive For Notre Dame, Irish Still A Strong Favorite For College Football Playoffs
September 25, 2023
Tickers
CMCSA
DIS
DKNG
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General
NBC
Notre Dame
From
Benzinga
These 20 growth stocks are worth considering on a pullback, says Citi
September 25, 2023
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AAPL
BRKR
CMG
DDOG
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PINS
DKNG
PAYC
From
MarketWatch
DraftKings A Winner In Sports Betting Sector, Analysts Expect Momentum To Continue
September 25, 2023
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BETR
DKNG
NFL
PDYPY
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Sports Betting
Betr
Fanatics
From
Benzinga
Analyst Ratings for DraftKings
September 25, 2023
Tickers
DKNG
Tags
DKNG
BZI/AAR
Market News
From
Benzinga
Cathie Wood's Ark Invest Sells Tesla Shares Worth $15.9M, Bolsters Positions In Palantir By $14.9M
September 21, 2023
Tickers
ARKF
ARKK
ARKW
DKNG
Tags
PLTR
ARKW
News
From
Benzinga
DraftKings Top Shareholder-Backed CoinScan Raises $6.3M To Combat Crypto Scams And Hacks
September 21, 2023
Tickers
DKNG
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Benzinga
Markets
DKNG
From
Benzinga
Cathie Wood's Ark Offloads Tesla Shares Worth $8.4M While Staying Bullish On Elon Musk's EV Company
September 20, 2023
Tickers
ARKK
DKNG
DNA
RBLX
Tags
Benzinga
ARK Invest
DKNG
From
Benzinga
Cathie Wood Continues To Trim Its Tesla Holdings Amid Stock Rally — Ark Invest Sells $20.56M Worth Of Shares
September 19, 2023
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ARKG
ARKK
DKNG
DNA
Tags
electric vehicles
Tesla
TSLA
From
Benzinga
Best Growth Stocks to Buy: DraftKings Stock vs. Penn Stock
September 19, 2023
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DKNG
PENN
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PENN
DKNG
Recent Press Releases
From
Motley Fool
Conservative Anchor Blames Aaron Rodgers Injury On Psychedelics: 'How About Going To Church...Ayahuasca Tea Is A Crummy Substitute For God'
September 18, 2023
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DKNG
FOX
FOXA
NFL
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National Football League
Sports
Pat McAfee
From
Benzinga
DraftKings Bull Sees Sports Betting Winner: '$35B Opportunity'
September 18, 2023
Tickers
DKNG
MGM
NFL
PDYPY
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Fanduel
NCAA Football
Expert Ideas
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Benzinga
3 Cathie Wood Stocks That Should Be on Every Investor’s Radar This Fall
September 18, 2023
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AMZN
ARKK
DKNG
SHOP
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AMZN
NASDAQ:TSLA,NASDAQ:AMZN,NYSE:SHOP,NASDAQ:DKNG,NYSEARCA:ARKK,NYSE:TWTR
DKNG
From
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7 Sports Betting Stocks Worth a Gamble as Football Season Kicks Off
September 17, 2023
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BETZ
BJK
DKNG
GAMB
Tags
MGM
DKNG
LVS
From
InvestorPlace
NFL Week 1 Sports Betting Report: 56% YoY Surge In Sportsbook Logins, 1.1M New Customers, Live Betting Dominates
September 14, 2023
Tickers
DIS
DKNG
GENI
MGM
Tags
Sports
Thursday Night Football
National Football League
From
Benzinga
Cathie Wood’s ARK Innovation ETF sells nearly $14 million worth of Tesla’s stock
September 14, 2023
Tickers
ARKK
DKNG
RBLX
ROKU
Tags
DKNG
RBLX
ARKK
From
MarketWatch
Cathie Wood Continues To Unload DraftKings Shares, Picks Up Robinhood Stock Worth $4.75M
September 12, 2023
Tickers
ARKF
ARKK
AVAV
DDD
Tags
DKNG
sports betting
AVAV
From
Benzinga
Aaron Rodgers Injury: Twitter Prediction, Fantasy Loss By 0.06 Points, Bargoers Miss Free Drinks
September 12, 2023
Tickers
AMZN
CMCSA
DIS
DKNG
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Buffalo Bills
General
Darren Rovell
From
Benzinga
Aaron Rodgers Injury Tanks NY Jets Super Bowl, Playoff Odds: Here Are Updated Payouts
September 12, 2023
Tickers
DIS
DKNG
Tags
General
News
Sports Betting
From
Benzinga
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