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Preferred Custodian Settlement
Advantages of Same Day Allocation
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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Market Analysis Summary
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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
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A Preview Of Dick's Sporting Goods's Earnings
May 22, 2023
Tickers
DKS
Tags
BZI/EP
Market News
Earnings
From
Benzinga
Parade of retailers to face inflation doubts while Nvidia and Zoom answer questions about tech
May 21, 2023
Tickers
AEO
ANF
AZO
BBW
Tags
ANF
SPX
TGT
From
MarketWatch
10 Consumer Discretionary Stocks Whale Activity In Today's Session
May 19, 2023
Tickers
ABNB
CHWY
DKS
FL
Tags
RVLV
DKS
BZI/AUOA
From
Benzinga
These 3 Consumer Stocks Delivering High-Dividend Yields Are Recommended By Wall Street's Most Accurate Analysts
May 18, 2023
Tickers
DKS
DRI
LEVI
Tags
DRI
Dividends
Pre/Market Outlook
From
Benzinga
Surprise! These 7 Retail Stocks Are Ready for Their Comeback.
May 18, 2023
Tickers
COST
DKS
GPS
LULU
Tags
Stocks to Buy
GPS
LULU
From
InvestorPlace
Dick's Sporting Goods Set To Outperform: An In-Depth Forecast By Analyst Ahead Of 1Q23 Earnings
May 12, 2023
Tickers
DKS
Tags
Analyst Color
Analyst Ratings
Reiteration
From
Benzinga
7 Stocks That Analysts Agree You Should Dump ASAP
May 02, 2023
Tickers
CHD
DKS
ELF
LW
Tags
Stocks to Sell
MTD
DKS
From
InvestorPlace
7 Consumer Stocks to Watch as the Economy Rebounds
May 01, 2023
Tickers
ADM
DKS
GIS
KR
Tags
NYSE:KR,NYSE:ADM,NYSE:GIS,NASDAQ:SBUX,NYSE:DKS,NASDAQ:VLGEA,NASDAQ:UAL,NASDAQ:WBD
GIS
WBD
From
InvestorPlace
1 Stock Down 94% I'll Be Watching Like a Hawk in May
April 21, 2023
Tickers
AMZN
DKS
PTON
Tags
DKS
AMZN
PTON
From
Motley Fool
Zoom Video And 3 Other Stocks Insiders Are Selling
April 14, 2023
Tickers
AMN
DKS
VRSN
ZM
Tags
Market News
Pre/Market Outlook
VRSN
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
April 13, 2023
Tickers
AAP
BBBY
CROX
DKS
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BBBY
Market News
VFC
From
Benzinga
Dick's Sporting Goods Becomes Official Sponsor Of Boston Marathon, Following NCAA Sponsorship Win
April 13, 2023
Tickers
DKS
Tags
News
General
DKS
From
Benzinga
Tesla, Robinhood And 2 Other Stocks Insiders Are Selling
April 10, 2023
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DKS
FIVE
HOOD
TSLA
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DKS
Insider Selling
Short Ideas
From
Benzinga
3 Undervalued Consumer Stocks to Buy in April
April 10, 2023
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DKS
HD
SBUX
XRT
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HD
SBUX
Market News
From
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5 Retail Stocks Sitting in the Sweet Spot
March 30, 2023
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ACI
AMZN
COST
DG
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AMZN
LULU
WBD
From
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7 Retail Stocks to Buy as Shoppers Start Prepping for Armageddon
March 28, 2023
Tickers
AMZN
COST
DKS
GO
Tags
COST
NASDAQ:COST,NASDAQ:GO,NYSE:WMT,NYSE:DKS,NASDAQ:AMZN,NYSE:VSTO,NASDAQ:SPWH
WMT
From
InvestorPlace
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
March 21, 2023
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BKNG
DKS
F
HD
Tags
BKNG
RH
NCLH
From
Benzinga
1 Top Dividend Stock to Consider
March 18, 2023
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DKS
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DKS
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The Jobs Report, Vail's Hiring Plans, the Lipstick Effect, and More
March 18, 2023
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AMC
DIS
DKS
DOCU
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GIC
GOOG
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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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CAL
DKS
KSS
M
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Briefs
DKS
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From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
March 17, 2023
Tickers
AMZN
DKS
ETSY
GME
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ROST
Market News
JD
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
March 16, 2023
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AMZN
BABA
CCL
DKS
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AMZN
TCOM
LULU
From
Benzinga
3 Hot Stocks for Tomorrow: Thursday Predictions for ADBE, DG, MSFT
March 15, 2023
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ADBE
CRM
DG
DKS
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MSFT
NVDA
SBNY
From
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7 Dividend Stocks for a Reliable Stream of Income
March 15, 2023
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AMZN
BIR
BP
CVX
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KO
Stocks to Buy
BP
From
InvestorPlace
The 3 Best Consumer Discretionary Stocks to Buy Now
March 14, 2023
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DKS
SI
SVB
TSCO
Tags
NYSE:DKS,NASDAQ:ULTA,NASDAQ:TSCO,NASDAQ:SVB,NASDAQ:SI
Market News
TSCO
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For March 14, 2023
March 14, 2023
Tickers
ACLX
ASO
CBU
CDMO
Tags
ASO
SGEN
LXU
From
Benzinga
These 2 Dividend Stocks Will Double Their Payouts in 2023
March 14, 2023
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DKS
WEN
Tags
Market News
Recent Press Releases
WEN
From
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3 of the Best Short-Term Stocks to Try for March
March 13, 2023
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CRM
DKS
NVDA
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NVDA
DKS
DecemberNYSE:CRM,NASDAQ:NVDA,NYSE:DKS
From
InvestorPlace
Why Dick's Sporting Goods Stock Surged This Past Week
March 12, 2023
Tickers
DKS
Tags
Recent Press Releases
Market News
DKS
From
Motley Fool
Financial Independence, Retire Early (FIRE) Is Still Hot
March 11, 2023
Tickers
DKS
FIRE
Tags
DKS
Recent Press Releases
Market News
From
Motley Fool
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