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home
about us
Investment Approach
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Team Biographies
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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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Walt Disney, Eli Lilly, AST SpaceMobile, DexCom, Tesla: Why These 5 Stocks Are On Investors' Radars Today
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DXCM
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July 25, 2024
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July 25, 2024
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ON
From
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DexCom Stock Drops After Mixed Q2 Results, Weak Forward Guidance
July 25, 2024
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$100 Invested In DexCom 10 Years Ago Would Be Worth This Much Today
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Benzinga
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Abbott Labs Makes Marketing Push For New Glucose Monitors, Targets Health-Conscious Consumers
July 19, 2024
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2 Healthcare Stocks to Buy at a Discount
July 14, 2024
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TDOC
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DXCM
Recent Press Releases
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What Analysts Are Saying About DexCom Stock
July 12, 2024
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DXCM
Analyst Ratings
From
Benzinga
3 Breakthrough Medical Device Stocks to Invest In Now
July 08, 2024
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ISRG
TMDX
Tags
TMDX
Market News
DXCM
From
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Here's How Much You Would Have Made Owning DexCom Stock In The Last 5 Years
July 05, 2024
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Tags
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From
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2 Top Growth Stocks to Buy With $1,000
July 04, 2024
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DXCM
From
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Have $50K? 7 Stocks to Buy to Retire With $1 Million by 2034
June 25, 2024
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June 21, 2024
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The 3 Best Diabetes Stocks to Buy in June 2024
June 19, 2024
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Here's How Much $1000 Invested In DexCom 5 Years Ago Would Be Worth Today
June 17, 2024
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What's New In the Consumer Tech World Last Week? News That You Should Know (June 9-June 15, 2024)
June 16, 2024
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From
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Peering Into DexCom's Recent Short Interest
June 11, 2024
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June 09, 2024
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10 Health Care Stocks Whale Activity In Today's Session
June 04, 2024
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BMRN
BSX
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LFMD
ABT
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From
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$1000 Invested In This Stock 5 Years Ago Would Be Worth $3,800 Today
June 03, 2024
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Tags
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Bull Market Buys: 2 Growth Stocks to Own for the Long Haul
June 03, 2024
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ISRG
Tags
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DXCM
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10 Health Care Stocks Whale Activity In Today's Session
May 31, 2024
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ABBV
BMY
CVS
DHR
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EXEL
Market News
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In-Depth Examination Of 6 Analyst Recommendations For DexCom
May 30, 2024
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DXCM
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Should Abbott and DexCom Investors Be Worried About Vertex Pharmaceuticals?
May 30, 2024
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The 3 Best MedTech Stocks to Buy Now: May 2024
May 29, 2024
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C
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MDT
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3 Growth Stocks the New ‘GPT-4o’ AI Bot Says Will Make You Rich
May 27, 2024
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MDB
NTR
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NTR
DXCM
From
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Google Parent Alphabet Is Selling Shares of 2 Hypergrowth Stocks and Piling Into a Promising Artificial Intelligence (AI) Company
May 23, 2024
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AI
CRWD
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GOOG
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CRWD
DXCM
GOOG
From
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3 Cheap 5G Stocks to Buy Now: May 2024
May 13, 2024
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DXCM
GRMN
LSCC
QCOM
Tags
GRMN
Market News
DXCM
From
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$100 Invested In This Stock 5 Years Ago Would Be Worth $400 Today
May 13, 2024
Tickers
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NEWS
Tags
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News
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Bull Market and Beyond: 2 Stocks Just Waiting to Soar
May 13, 2024
Tickers
DXCM
MRNA
Tags
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Recent Press Releases
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