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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
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TAF sm Program
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EVENTS
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Read FULL Seminar Here
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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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12 Health Care Stocks Moving In Monday's Pre-Market Session
January 10, 2022
Tickers
APR
ATHE
BBLG
CAH
Tags
APR
BBLG
SINT
From
Benzinga
Nearly 8% of the S&P 500 has taken a bath this week — 39 stocks fell at least 10%
January 07, 2022
Tickers
ABMD
ACN
ALGN
BBWI
Tags
PAYC
GNRC
CRM
From
MarketWatch
Where DexCom Stands With Analysts
January 07, 2022
Tickers
DXCM
Tags
BZI/AAR
Analyst Ratings
DXCM
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 7, 2022
January 07, 2022
Tickers
ACVA
AER
AIN
ALC
Tags
ALC
PMT
CURLF
From
Benzinga
IBM Artificial Intelligence Supercomputer Watson Has 8 Stock Picks For 2022
December 29, 2021
Tickers
AAPL
AIEQ
AMD
DXCM
Tags
AAPL
SPY
Market News
From
Benzinga
This fund driven by artificial intelligence is ditching big tech. Here’s what it’s doing instead.
December 29, 2021
Tickers
AAPL
AIEQ
AMC
AMD
Tags
BX:TMUBMUSD10Y
DXY
ES00
From
MarketWatch
2 Monster Growth Stocks in the Making
December 28, 2021
Tickers
DXCM
TNDM
Tags
TNDM
DXCM
Market News
From
Motley Fool
2 Unstoppable Growth Stocks to Buy and Hold Forever
December 28, 2021
Tickers
AMZN
DXCM
Tags
Market News
Recent Press Releases
DXCM
From
Motley Fool
Here's Why Investors Should Consider DexCom Stock
December 16, 2021
Tickers
AAPL
ABT
DXCM
Tags
Recent Press Releases
Market News
AAPL
From
Motley Fool
My Take: 4 Strong Growth Stocks To Buy This Week
December 10, 2021
Tickers
ABT
DXCM
ENPH
FTNT
Tags
DXCM
ABT
ENPH
From
Motley Fool
Even Good Penny Stocks Like Senseonics Aren’t Always Profitable
December 03, 2021
Tickers
AAPL
ABT
BAYRY
DXCM
Tags
PCRFY
ABT
DXCM
From
InvestorPlace
2 Unstoppable Growth Stocks That Could Double Your Money in 5 Years (or Less)
November 20, 2021
Tickers
DXCM
SHOP
TNDM
Tags
DXCM
Market News
Recent Press Releases
From
Motley Fool
3 Reasons This Stock Could 10X in 10 Years
November 18, 2021
Tickers
ABT
DXCM
MDT
Tags
Market News
Recent Press Releases
ABT
From
Motley Fool
3 Stocks to Add to Your Portfolio in the Event of a Market Downturn
November 17, 2021
Tickers
DXCM
NKE
RMD
Tags
RMD
NKE
DXCM
From
Motley Fool
Better Buy: DexCom or Abbott Labs?
November 17, 2021
Tickers
ABT
DXCM
Tags
DXCM
ABT
Market News
From
Motley Fool
5 Stocks Insiders Are Still Buying (Even As Others Cash Out)
November 12, 2021
Tickers
APO
ATEC
BALY
DKNG
Tags
TCON
ECOR
APO
From
InvestorPlace
Jim Cramer Shares His Thoughts On Innovative Industrial Properties, Nokia And More
November 10, 2021
Tickers
BGFV
DKS
DXCM
IIPR
Tags
POSH
Benzinga
VALE
From
Benzinga
Expert Ratings For DexCom
November 03, 2021
Tickers
DXCM
Tags
BZI/AAR
Analyst Ratings
DXCM
From
Benzinga
Where DexCom Stands With Analysts
November 01, 2021
Tickers
DXCM
Tags
BZI/AAR
Analyst Ratings
DXCM
From
Benzinga
This Company Is Making Medical Testing and Care from Home the New Normal and You Don't Need Insurance
November 01, 2021
Tickers
DXCM
GMVD
GOOGL
JNJ
Tags
General
Penny Stocks
MSFT
From
Benzinga
10 Biggest Price Target Changes For Monday
November 01, 2021
Tickers
COST
DXCM
EMN
IP
Tags
COST
Benzinga
Price Target
From
Benzinga
2 Growth Stocks That Could Deliver 1,000% Returns
October 31, 2021
Tickers
ABT
AXSM
BGNE
BMY
Tags
TSLA
MREO
ABT
From
Motley Fool
What 4 Analyst Ratings Have To Say About DexCom
October 29, 2021
Tickers
DXCM
Tags
DXCM
Analyst Ratings
Market News
From
Benzinga
Dexcom Q3 Earnings Beat Street, Raises FY21 Outlook Ahead Of G7 Launch
October 29, 2021
Tickers
DXCM
Tags
DXCM
Benzinga
Briefs
From
Benzinga
10 Biggest Price Target Changes For Friday
October 29, 2021
Tickers
AAPL
AMZN
CAT
DXCM
Tags
TYL
Pre/Market Outlook
ZEN
From
Benzinga
DexCom Inc (DXCM) Q3 2021 Earnings Call Transcript
October 28, 2021
Tickers
DXCM
Tags
Market News
DXCM
From
Motley Fool
Recap: DexCom Q3 Earnings
October 28, 2021
Tickers
DXCM
Tags
Market News
Benzinga
DXCM
From
Benzinga
Why Senseonics Holdings Stock Popped This Week
October 22, 2021
Tickers
ABT
DXCM
MDT
SENS
Tags
MDT
SENS
DXCM
From
Motley Fool
2 Unstoppable Stocks to Buy and Hold for Decades
October 21, 2021
Tickers
DXCM
MSFT
ZM
Tags
MSFT
ZM
DXCM
From
Motley Fool
FDA Approval for Senseonics’ Glucose Monitor Could Double the Stock Price
October 18, 2021
Tickers
DXCM
SENS
Tags
DXCM
Market News
Penny Stocks
From
InvestorPlace
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