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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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ESPN, Penn agree to launch sportsbook ESPN Bet in fall; Dave Portnoy buys back Barstool
August 08, 2023
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DIS
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DIS
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August 08, 2023
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August 08, 2023
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August 08, 2023
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DraftKings’ stock can race another 40% higher, says this new bull
August 08, 2023
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DraftKings To Rally Over 38%? Here Are 10 Other Analyst Forecasts For Tuesday
August 08, 2023
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August 07, 2023
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August 07, 2023
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Musk Vs. Zuckerberg Billionaire Bout: Latest Odds Reveal Clear Favorite, Potential $100 Bet Winnings
August 07, 2023
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EXCLUSIVE: DraftKings CEO Sizes Up 2023 NFL Season, Says 'I'm Expecting Big Things And Big Growth'
August 07, 2023
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August 07, 2023
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August 07, 2023
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DKNG Stock Alert: Wells Fargo Just Upgraded DraftKings
August 07, 2023
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EXCLUSIVE: DraftKings CEO Highlights 'Sustainable Model' For Company With High Flow Through, Great Execution
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DraftKings Analysts Raise Their Forecasts Following Strong Q2 Earnings
August 07, 2023
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Exclusive: DraftKings CEO Says Messi 'A Big Game Changer For MLS,' Women's World Cup Helping Grow Women's Sports Betting
August 06, 2023
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MLS
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DraftKings (DKNG) Q2 2023 Earnings Call Transcript
August 04, 2023
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Motley Fool
Why ResMed Shares Are Trading Lower By 15%? Here Are Other Stocks Moving In Friday's Mid-Day Session
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August 04, 2023
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August 04, 2023
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Why BigCommerce Holdings Shares Are Trading Higher By 20%; Here Are 20 Stocks Moving Premarket
August 04, 2023
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DraftKings ‘hits it out of the park’ with strong Q2 results, is primed for growth, analysts say
August 04, 2023
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday
August 04, 2023
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AMZU
ASRT
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US Stock Futures Shake Off Apple's Wobble With Amazon's Lift Ahead Of Jobs Data — Analyst Sees An Irritant Still Weighing On Market
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