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about us
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Value Proposition
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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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Decibel Therapeutics (DBTX) Stock Skyrockets 71% on Regeneron Deal
August 09, 2023
Tickers
DBTX
DKNG
PENN
REGN
Tags
REGN
NASDAQ:DBTX,NASDAQ:REGN,NASDAQ:DKNG,NASDAQ:RIVN,NASDAQ:PENN
Today's Market
From
InvestorPlace
Why Is DraftKings (DKNG) Stock Down Today?
August 09, 2023
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From
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DraftKings Stock Is Dropping Wednesday: What's Going On?
August 09, 2023
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DIS
DKNG
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From
Benzinga
US Stocks Walk Inflation Tightrope As Futures Point To Cautious Recovery: Why This Analyst Downplays Fed Rate Worries
August 09, 2023
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Benzinga
Stagflation has disappeared from the lexicon. These analysts are bringing it back.
August 09, 2023
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From
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Upstart, Doximity, 2U And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
August 09, 2023
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ASLE
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DOCS
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EXFY
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Benzinga
Penn Entertainment shares surge on ESPN deal, ZipRecruiter stock slumps and other stocks on the move
August 09, 2023
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AKAM
AXON
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DUOL
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From
MarketWatch
Palantir Post Q2 Earnings Share Price Dip Doesn't Deter Cathie Wood — Ark Invest Buys $14M Worth Of Shares
August 08, 2023
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AI
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ARKG
ARKK
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From
Benzinga
Why Investors Are Dumping DraftKings Stock Tuesday
August 08, 2023
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DIS
DKNG
PENN
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why it's moving
DIS
DKNG
From
Benzinga
ESPN, Penn agree to launch sportsbook ESPN Bet in fall; Dave Portnoy buys back Barstool
August 08, 2023
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DIS
DKNG
PENN
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DIS
PENN
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The 7 Best Gaming Stocks to Buy in August
August 08, 2023
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IGT
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PENN Entertainment Q2 Earnings Preview: Earnings Estimates, Analyst Targets, And Key Metrics To Watch
August 08, 2023
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BETZ
DKNG
MGM
PENN
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From
Benzinga
DraftKings Is On A 'Quicker And More Visible Path To Profitability,' Says Bullish Analyst
August 08, 2023
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Barry Jonas
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Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 8, 2023
August 08, 2023
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Jim Cramer Says Buy This Sports Betting Stock: 'You Want To Be In It Before Football Season'
August 08, 2023
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Benzinga
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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Cathie Wood Buys Shares Of Pacific Biosciences, Reduces Exposure To DraftKings And Genius Sports
August 07, 2023
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ARKG
ARKK
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Elon Musk Vs. Mark Zuckerberg: Jim Cramer Says One Billionaire Will 'Crush' The Other
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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DKNG
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TSLA
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Benzinga
EXCLUSIVE: DraftKings CEO Sizes Up 2023 NFL Season, Says 'I'm Expecting Big Things And Big Growth'
August 07, 2023
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AMZN
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Amazon Prime Video
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From
Benzinga
DraftKings’ stock has nearly tripled this year — and it just won a new fan
August 07, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For August 7, 2023
August 07, 2023
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PYPL Stock Alert: 7 Things to Know as PayPal Launches Stablecoin
August 07, 2023
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DKNG
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PLTR
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From
InvestorPlace
NIO Stock Alert: Citi Raises Price Target to $19.20
August 07, 2023
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DKNG
NIO
PLTR
SOVO
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SOVO
Today's Market
PLTR
From
InvestorPlace
DKNG Stock Alert: Wells Fargo Just Upgraded DraftKings
August 07, 2023
Tickers
BNGO
DKNG
PLTR
SOVO
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SOVO
Today's Market
From
InvestorPlace
EXCLUSIVE: DraftKings CEO Highlights 'Sustainable Model' For Company With High Flow Through, Great Execution
August 07, 2023
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DKNG
Tags
Exclusives
Sports Betting
General
From
Benzinga
Wayfair To Rally Over 32%? Here Are 10 Other Analyst Forecasts For Monday
August 07, 2023
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CLX
DKNG
LAUR
MELI
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DKNG
CLX
From
Benzinga
DraftKings Analysts Raise Their Forecasts Following Strong Q2 Earnings
August 07, 2023
Tickers
DKNG
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Pre/Market Outlook
Market News
Benzinga
From
Benzinga
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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AAPL
DKNG
MLS
Tags
Sports Betting
MLS
Lionel Messi
From
Benzinga
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