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home
about us
Investment Approach
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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
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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
MARKET RESEARCH
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Double Whammy: How Detroit Casino Shutdown Could Hurt Gaming Stocks, State Of Michigan
October 02, 2023
Tickers
DKNG
MGM
PDYPY
PENN
Tags
strikes
Trading Ideas
UAW
From
Benzinga
3 No-Brainer Growth Stocks to Buy in October
October 01, 2023
Tickers
CRSP
DKNG
ROIV
Tags
DKNG
CRSP
ROIV
From
Motley Fool
Detroit's Casino Showdown: Workers Roll the Dice On A Strike Amid Industry Turmoil
September 30, 2023
Tickers
DKNG
MGM
PENN
Tags
PENN
MGM
DKNG
From
Benzinga
Sports Betting: 3 Hottest Profit Plays to Make Now
September 29, 2023
Tickers
DKNG
JPM
NGMS
Tags
NGMS
Stocks to Buy
DKNG
From
InvestorPlace
Travis Kelce, Taylor Swift Romance Inspires Sportsbooks: Prop Bets On Song, Couple Nickname, When Relationship Will End, And More
September 29, 2023
Tickers
CMCSA
DKNG
FOX
NFL
Tags
Sports
News
Top Stories
From
Benzinga
Cathie Wood's Ark Invest Tweaks Portfolio, Sells $1.8M Worth Of DraftKings Shares
September 28, 2023
Tickers
ARKK
ARKQ
ARKW
ARKX
Tags
ARKX
ARK Invest
DKNG
From
Benzinga
Don’t Miss the Boom: 3 Gaming Stocks Set to Explode Higher
September 28, 2023
Tickers
CZR
DKNG
GENI
GMVHY
Tags
SRAD
DKNG
Hot Stocks
From
InvestorPlace
10 Consumer Discretionary Stocks Whale Activity In Today's Session
September 28, 2023
Tickers
CAKE
CVNA
DKNG
DRI
Tags
TSLA
Market News
Benzinga
From
Benzinga
Miami Dolphins, Tua Tagovailoa Move Up Sports Betting Odds After 3-0 Start, 70-Point Game: A Look At Updated Payouts
September 27, 2023
Tickers
DKNG
MGM
NFL
Tags
Tua Tagovailoa
Benzinga
Miami Dolphins
From
Benzinga
Why Is Blink Charging (BLNK) Stock Up 9% Today?
September 27, 2023
Tickers
AMZN
BLNK
DKNG
MMAT
Tags
DKNG
NASDAQ:BLNK,NASDAQ:AMZN,NASDAQ:MMAT,NASDAQ:DKNG
AMZN
From
InvestorPlace
Is DraftKings a Must-Own Growth Stock?
September 27, 2023
Tickers
DKNG
Tags
DKNG
^GSPC
Market News
From
Motley Fool
MMAT Stock Alert: The $6.2 Million Reason Meta Materials Is Up Today
September 27, 2023
Tickers
DKNG
DNA
MMAT
PLTR
Tags
MMAT
DNA
PLTR
From
InvestorPlace
Dear DraftKings (DKNG) Stock Fans, Mark Your Calendars for Sept. 28
September 27, 2023
Tickers
DKNG
FFIE
KNW
PLTR
Tags
NASDAQ:DKNG,NYSE:PLTR,NYSEMKT:KNW,NASDAQ:FFIE
Today's Market
PLTR
From
InvestorPlace
Cathie Wood’s Stock Shuffle: 4 Names She’s Loving, 3 She’s Leaving
September 27, 2023
Tickers
ARKK
ARKQ
ARKX
AVAV
Tags
DKNG
GVDNY
Hot Stocks
From
InvestorPlace
Dear TSLA Stock Fans, Mark Your Calendars for Oct. 2
September 26, 2023
Tickers
CGC
DKNG
TSLA
Tags
DKNG
TSLA
Market News
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For September 26, 2023
September 26, 2023
Tickers
BCS
BMBL
BXP
CMA
Tags
WPC
SLG
CMA
From
Benzinga
DKNG Stock Alert: JPMorgan Is Pounding the Table on DraftKings
September 26, 2023
Tickers
CMCSA
CZR
DIS
DKNG
Tags
CZR
PENN
NASDAQ:DKNG,NASDAQ:CZR,NYSE:MGM,OTCMKTS:PDYPY,NYSE:DIS,NASDAQ:PENN,NASDAQ:PARA,NASDAQ:CMCSA,NYSE:WBD
From
InvestorPlace
What's Going On With DraftKings Stock?
September 26, 2023
Tickers
DKNG
Tags
Upgrades
Benzinga
Market News
From
Benzinga
DraftKings To Rally Around 35%? Here Are 10 Other Analyst Forecasts For Tuesday
September 26, 2023
Tickers
AAL
DKNG
FLS
FREQ
Tags
Market News
Analyst Ratings
WING
From
Benzinga
DraftKings’ stock has surged 140% this year, but one new bull sees a buying opportunity
September 26, 2023
Tickers
DKNG
Tags
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
CMCSA
NBC
Fox
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
Tags
General
NCAA Football
DKNG
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
Tags
PODD
LVS
LRCX
From
MarketWatch
DraftKings A Winner In Sports Betting Sector, Analysts Expect Momentum To Continue
September 25, 2023
Tickers
BETR
DKNG
NFL
PDYPY
Tags
DKNG
NCAA Football
Needham
From
Benzinga
Analyst Ratings for DraftKings
September 25, 2023
Tickers
DKNG
Tags
Analyst Ratings
BZI/AAR
DKNG
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
Equities
News
Cathie Wood
From
Benzinga
DraftKings Top Shareholder-Backed CoinScan Raises $6.3M To Combat Crypto Scams And Hacks
September 21, 2023
Tickers
DKNG
Tags
Market News
Benzinga
Cryptocurrency
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
ARK Invest
electric vehicles
Tesla
From
Benzinga
Cathie Wood Continues To Trim Its Tesla Holdings Amid Stock Rally — Ark Invest Sells $20.56M Worth Of Shares
September 19, 2023
Tickers
ARKG
ARKK
DKNG
DNA
Tags
ARKG
robotaxi
Benzinga
From
Benzinga
Best Growth Stocks to Buy: DraftKings Stock vs. Penn Stock
September 19, 2023
Tickers
DKNG
PENN
Tags
DKNG
Market News
PENN
From
Motley Fool
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