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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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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
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A Preview Of Dick's Sporting Goods's Earnings
May 22, 2023
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DKS
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Earnings
Market News
Benzinga
From
Benzinga
Parade of retailers to face inflation doubts while Nvidia and Zoom answer questions about tech
May 21, 2023
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AZO
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
May 19, 2023
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May 18, 2023
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Surprise! These 7 Retail Stocks Are Ready for Their Comeback.
May 18, 2023
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COST
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LULU
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Dick's Sporting Goods Set To Outperform: An In-Depth Forecast By Analyst Ahead Of 1Q23 Earnings
May 12, 2023
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Reiteration
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7 Stocks That Analysts Agree You Should Dump ASAP
May 02, 2023
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CHD
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ELF
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NYSE:LW,NYSE:ORCL,NASDAQ:ODFL,NYSE:ELF,NYSE:DKS,NYSE:MTD,NYSE:CHD
From
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7 Consumer Stocks to Watch as the Economy Rebounds
May 01, 2023
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VLGEA
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1 Stock Down 94% I'll Be Watching Like a Hawk in May
April 21, 2023
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AMZN
DKS
PTON
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DKS
Recent Press Releases
PTON
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Zoom Video And 3 Other Stocks Insiders Are Selling
April 14, 2023
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DKS
VRSN
ZM
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April 13, 2023
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Dick's Sporting Goods Becomes Official Sponsor Of Boston Marathon, Following NCAA Sponsorship Win
April 13, 2023
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Tesla, Robinhood And 2 Other Stocks Insiders Are Selling
April 10, 2023
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3 Undervalued Consumer Stocks to Buy in April
April 10, 2023
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5 Retail Stocks Sitting in the Sweet Spot
March 30, 2023
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7 Retail Stocks to Buy as Shoppers Start Prepping for Armageddon
March 28, 2023
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March 21, 2023
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1 Top Dividend Stock to Consider
March 18, 2023
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Raymond James Remains Bullish On Nike's FY24 Margin Setup Despite Likely Mixed Q3
March 17, 2023
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March 16, 2023
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3 Hot Stocks for Tomorrow: Thursday Predictions for ADBE, DG, MSFT
March 15, 2023
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The 3 Best Consumer Discretionary Stocks to Buy Now
March 14, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For March 14, 2023
March 14, 2023
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These 2 Dividend Stocks Will Double Their Payouts in 2023
March 14, 2023
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WEN
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March 13, 2023
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CRM
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Why Dick's Sporting Goods Stock Surged This Past Week
March 12, 2023
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Financial Independence, Retire Early (FIRE) Is Still Hot
March 11, 2023
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