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about us
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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Event Schedule
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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
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Investor Spotlight on Chewy, Dick's Sporting Goods, and Cava
June 07, 2024
Tickers
ADS
ANF
AZO
CAVA
Tags
ADS
CAVA
Recent Press Releases
From
Motley Fool
Mall Retailers Are Alive and Well
June 07, 2024
Tickers
ANF
CAVA
CHWY
CMG
Tags
SPG
Recent Press Releases
CAVA
From
Motley Fool
Blue-Chip Bonanzas: 3 Corporate Giants Trading at Unbelievably Low Valuations
June 06, 2024
Tickers
BRK-A
BRK-B
DKS
JPM
Tags
JPM
Stocks to Buy
WM
From
InvestorPlace
Nike Layoffs 2024: What to Know About the Latest European Job Cuts
June 05, 2024
Tickers
DECK
DKS
FL
NKE
Tags
NYSE:NKE,NYSE:ONON,NYSE:DKS,NYSE:FL,NYSE:DECK
FL
Market News
From
InvestorPlace
Here's How Much $1000 Invested In Dick's Sporting Goods 5 Years Ago Would Be Worth Today
June 03, 2024
Tickers
DKS
NEWS
Tags
Market News
News
BZI/POD
From
Benzinga
NIO And Best Buy Were Among 10 Stocks That Shined The Brightest Last Week: Are They In Your Portfolio?
June 02, 2024
Tickers
BBY
BIRK
BURL
CAVA
Tags
RL
ONON
Benzinga
From
Benzinga
Why Shares of Dick's Sporting Goods Soared This Week
May 31, 2024
Tickers
DKS
Tags
Market News
Recent Press Releases
DKS
From
Motley Fool
Dick's Sporting Goods Ramps Up Growth: Analysts Raise Targets Amid Strong Sales And Margin Gains
May 30, 2024
Tickers
DKS
NEWS
Tags
News
Market News
Price Target
From
Benzinga
Dick's Sporting Goods Analysts Increase Their Forecasts After Strong Earnings
May 30, 2024
Tickers
DKS
NEWS
Tags
Price Target
DKS
Benzinga
From
Benzinga
Jim Cramer Doesn't Care That Nelson Peltz Is Out Of Disney, Says Traders Should Avoid This Real Estate Stock
May 30, 2024
Tickers
APP
CCI
DIS
DKS
Tags
mad money Lightning Round
Benzinga
DIS
From
Benzinga
Apple To Rally Around 29%? Here Are 10 Top Analyst Forecasts For Thursday
May 30, 2024
Tickers
AAPL
CRM
DDOG
DKS
Tags
PATH
analyst forecasts
PT Changes
From
Benzinga
Dick's Sporting Goods Raised Outlook After Strong Q1 Earnings, But Analyst Is Watching For Inventory Shrink Commentary
May 29, 2024
Tickers
DKS
NEWS
Tags
Stories That Matter
Briefs
Trading Ideas
From
Benzinga
Why Dick's Sporting Goods Stock Skyrocketed to an All-Time High Today
May 29, 2024
Tickers
DKS
Tags
DKS
Recent Press Releases
Market News
From
Motley Fool
10 Consumer Discretionary Stocks Whale Activity In Today's Session
May 29, 2024
Tickers
ANF
BABA
BOOT
CAVA
Tags
CAVA
TSLA
Benzinga
From
Benzinga
Volatility Spooks Investors As Treasury Yields, Dollar Climb Ahead Of Key Economic Releases: What's Driving Markets Wednesday?
May 29, 2024
Tickers
A
AAL
AAP
ANF
Tags
QQQ
PSTG
A
From
Benzinga
Why Bank of Montreal Shares Are Trading Lower By Around 7%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
May 29, 2024
Tickers
AAL
AAP
ANF
ASTI
Tags
CHWY
CCG
SCPX
From
Benzinga
12 Consumer Discretionary Stocks Moving In Wednesday's Intraday Session
May 29, 2024
Tickers
ANF
CHWY
DKS
FFIE
Tags
JFBR
CHWY
VNCE
From
Benzinga
DKS Stock Earnings: Dick’s Sporting Goods Beats EPS, Beats Revenue for Q1 2024
May 29, 2024
Tickers
DKS
Tags
DKS
Earnings Reports
NYSE:DKS
From
InvestorPlace
Heico Posts Upbeat Earnings, Joins Surmodics, Abercrombie & Fitch And Other Big Stocks Moving Higher On Wednesday
May 29, 2024
Tickers
ANF
ASTS
BOX
DKS
Tags
ANF
Market News
ASTS
From
Benzinga
Dow Dips Over 300 Points; Dick's Sporting Goods Posts Upbeat Earnings
May 29, 2024
Tickers
AWIN
BNAI
DKS
FFIE
Tags
Trading Ideas
FFIE
Eurozone
From
Benzinga
Dick's Sporting Goods Scores Big: Surpasses Q1 Expectations And Boosts Full-Year Forecast
May 29, 2024
Tickers
DKS
NEWS
Tags
Briefs
Stories That Matter
Movers
From
Benzinga
Wall Street Set To Open Weaker As Bond Yields Rise, Meme Rally Cools: Analyst Says Stick With What's Working Amid Volatility
May 29, 2024
Tickers
A
AAL
AAP
AEO
Tags
Ton Lee
DKS
AEO
From
Benzinga
Fear & Greed Index In 'Neutral' Zone; Nasdaq Settles Above 17,000
May 29, 2024
Tickers
AAP
BITF
CRM
DKS
Tags
CRM
News
Market News
From
Benzinga
Advance Auto Parts, Ooma And 3 Stocks To Watch Heading Into Wednesday
May 29, 2024
Tickers
AAP
DKS
HEI
HPQ
Tags
OOMA
Trading Ideas
Pre/Market Outlook
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
May 28, 2024
Tickers
AAP
ANF
BABA
CVNA
Tags
Options
BZI/AUOA
AAP
From
Benzinga
3 Extremely Cheap Stocks You’ll Regret Not Buying in May
May 23, 2024
Tickers
CAT
DE
DKS
Tags
Market News
NYSE:DKS,NYSE:DE,NYSE:CAT
DE
From
InvestorPlace
Unveiling 24 Analyst Insights On Dick's Sporting Goods
May 21, 2024
Tickers
DKS
Tags
DKS
Benzinga
BZI/AAR
From
Benzinga
$100 Invested In Dick's Sporting Goods 15 Years Ago Would Be Worth This Much Today
May 20, 2024
Tickers
DKS
NEWS
Tags
Trading Ideas
DKS
Benzinga
From
Benzinga
SharkNinja Emerges As A Strong Buy: Analyst Forecasts Growth Amid Strategic Innovations
May 16, 2024
Tickers
AMZN
COST
DKS
NEWS
Tags
Benzinga
Equities
Analyst Ratings
From
Benzinga
1 Incredible Growth Stock to Buy Now
May 16, 2024
Tickers
DKS
FL
ONON
Tags
FL
Market News
DKS
From
Motley Fool
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