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home
about us
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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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Featured Quarterly Newsletter
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Build-A-Bear Workshop Reports Upbeat Earnings, Joins VAALCO Energy, Dick's Sporting Goods And Other Big Stocks Moving Higher On Thursday
March 14, 2024
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Investor Sentiment Edges Higher, S&P 500 Falls From Record High
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Dick's Sporting Goods Likely To Report Higher Q4 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
March 14, 2024
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NEWS
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Earnings Outlook For Dick's Sporting Goods
March 13, 2024
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Baird Maintains Neutral Rating for Dick's Sporting Goods: Here's What You Need To Know
March 12, 2024
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Peeling Back The Layers: Exploring Dick's Sporting Goods Through Analyst Insights
March 11, 2024
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Truist Securities Maintains Buy Rating for Dick's Sporting Goods: Here's What You Need To Know
March 05, 2024
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Here's How Much $100 Invested In Dick's Sporting Goods 15 Years Ago Would Be Worth Today
February 23, 2024
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$100 Invested In Dick's Sporting Goods 10 Years Ago Would Be Worth This Much Today
February 19, 2024
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February 14, 2024
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Jim Cramer Puts This Industrial Stock In 'Penalty Box' After 'Miserable' Quarter
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February 05, 2024
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(DKS) - Analyzing Dick's Sporting Goods's Short Interest
February 02, 2024
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Peloton Stock Plunged 30%. Is It a Buy or Sell Today?
February 02, 2024
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2 Top Retail REITs to Buy in 2024
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Peloton (PTON) Stock Trades Higher on Stabilizing Revenue and Memberships
February 01, 2024
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12 Stocks Near Record Highs Thanks to Bullish Consumer Sentiment
January 23, 2024
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3 Stocks to Add to Your Portfolio in a Market Pullback
January 15, 2024
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Peloton (PTON) Stock Is Still Spinning Its Wheels Despite TikTok Deal
January 05, 2024
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Would a Macy's Buyout Be a Miracle on 34th Street?
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
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Retailers Naughty Or Nice This Year? App Store Data Shows Early Holiday Shopping Trends
December 21, 2023
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Retail Red Flags: 3 Stocks to Sell Amid Outrageous Crime Claims
December 20, 2023
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December 19, 2023
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3 Stocks to Ride the Holiday Shopping Wave: Retail Winners for Q4 2023
December 14, 2023
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Temu and Shein aren’t much of a threat to established brands like Nike, Stifel says
December 12, 2023
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