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What We Buy Currently
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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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 sm Program
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Sample Portfolio
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EVENTS
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Event Schedule
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Investing During Uncertain Times
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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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Earnings Scheduled For November 23, 2021
November 23, 2021
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ADI
ADSK
AEO
AMWD
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AMWD
From
Benzinga
Dick's Sporting Goods's Earnings Outlook
November 22, 2021
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BZI/EP
From
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CNBC's Final Trades: Pfizer, Apple, Dicks Sporting Goods And This Payments Giant
November 18, 2021
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DKS
PFE
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Market News
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From
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4 Things To Expect From Retailers in 2022
November 14, 2021
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DKS
JLL
UE
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UE
DKS
JLL
From
Motley Fool
Is Tanger Taking This Trend Too Far?
November 13, 2021
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DLTR
SKT
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DLTR
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Jim Cramer Shares His Thoughts On Innovative Industrial Properties, Nokia And More
November 10, 2021
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IIPR
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CNBC's Final Trades: Financials, Fortinet And This High-Growth Gaming Company
November 09, 2021
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DKS
FTNT
SKLZ
XLF
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Stephen Weiss
SKLZ
CNBC
From
Benzinga
Dick’s Sporting Goods partners with Nike for digital platform
November 03, 2021
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DKS
NKE
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NKE
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From
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Under Armour stock soars after quarterly results beat expectations but analysts worry consumers won’t stick around for long
November 02, 2021
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DKS
LULU
SPX
UA
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LULU
UAA
DKS
From
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A Look Into Consumer Cyclical Sector Value Stocks
November 02, 2021
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ALSN
DKS
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7 Retail Stocks to Buy Regardless of Supply Shortages
October 29, 2021
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AMZN
BBWI
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3 Best Fitness Stocks to Buy for a Financially Fit Q4
October 13, 2021
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Why This Stock That's Up 110% YTD Is Cheaper Now Than It Was To Start The Year
October 13, 2021
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NKE
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steve weiss
DKS
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7 Stocks to Buy From the Global X Health & Wellness ETF
October 12, 2021
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7 Short Squeeze Stocks to Buy That Could Be the Next GameStop
October 11, 2021
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Why The Holiday Season Could Be Better Than You Think
October 09, 2021
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2 Top Growth Stocks to Buy and Hold Today
October 07, 2021
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DKS
QSR
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Got $1,000? This Unstoppable Growth Stock Could Make You Richer
September 29, 2021
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'Fast Money Halftime Report' Picks For September 28
September 28, 2021
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Cannabis Movers & Shakers: MariMed, Medterra, Vertosa, MediaJel
September 28, 2021
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Is Shoe Company Allbirds' IPO Worth a Look?
September 27, 2021
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DICK'S Sporting Goods Becomes Official Marketing Partner Of WNBA
September 21, 2021
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Why These 3 Stocks Benefiting From the Outdoor Craze May Be Right for You
September 21, 2021
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DE
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SWK
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Market News
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Nike supply chain problems in Vietnam could mean challenges ahead for Dick’s Sporting Goods
September 20, 2021
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ASO
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NKE
ONON
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Shop early and expect to pay more: Supply chain issues could be a stumbling block to upbeat holiday shopping forecasts
September 14, 2021
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'Fast Money Halftime Report' Picks For September 13
September 13, 2021
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ORCL
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Nike could lose production of 160 million pairs of shoes due to COVID-related facility closures in Vietnam, according to BTIG
September 13, 2021
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DECK
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'Fast Money Halftime Report' Picks For September 9
September 09, 2021
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DKS
LESL
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MTTR
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Retailers' Inventories Suggest Restocking Long Way From Finished
September 09, 2021
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DKS
DLTR
HD
KSS
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11 Consumer Discretionary Stocks Moving In Thursday's Pre-Market Session
September 09, 2021
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ATER
CURV
DADA
DAO
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Pre/Market Outlook
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