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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
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Earnings Preview For Equifax
October 17, 2023
Tickers
EFX
Tags
Benzinga
Market News
EFX
From
Benzinga
Are credit repair services worth it? For those struggling with debt, the answer is often no
October 11, 2023
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EFX
EXPGY
TRU
Tags
EXPGY
TRU
EFX
From
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October 09, 2023
Tickers
DNB
EFX
Tags
EFX
DNB
From
MarketWatch
Quant Ratings Updated on 74 Stocks
October 03, 2023
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AZPN
BIIB
CF
COF
Tags
CF
HPQ
Market News
From
InvestorPlace
Where Equifax Stands With Analysts
October 02, 2023
Tickers
EFX
Tags
BZI/AAR
Market News
Benzinga
From
Benzinga
Can Upstart Stock Double in 5 Years? Here's What It Would Take
September 29, 2023
Tickers
EFX
TRU
UPST
Tags
EXPG/Y
TRU
Market News
From
Motley Fool
Be extra vigilant about these credit card scams during the holiday season
September 28, 2023
Tickers
AMZN
EFX
EXPGY
TRU
Tags
EXPGY
AMZN
EFX
From
MarketWatch
Medical debt should be fully removed from credit reports, Biden administration says
September 21, 2023
Tickers
EFX
EXPGY
TRU
Tags
EXPGY
EFX
TRU
From
MarketWatch
A stranger in your hotel room? Kitty-litter shortages? Online attacks are causing real-world effects
September 21, 2023
Tickers
CHKP
CLX
CZR
EFX
Tags
TMUS
MGM
OKTA
From
MarketWatch
If You Invested $1000 In This Stock 15 Years Ago, You Would Have $5,900 Today
September 01, 2023
Tickers
EFX
Tags
News
Market News
Dividends
From
Benzinga
The 3 Most Promising Financial Stocks to Own Now
September 01, 2023
Tickers
EFX
INTU
PYPL
Tags
NYSE:EFX,NASDAQ:PYPL,CCC:USD/BTC,NASDAQ:INTU
EFX
INTU
From
InvestorPlace
Equifax's Ex-Dividend Date Is Tuesday, Here's What You Need To Know
August 31, 2023
Tickers
EFX
Tags
BZI/ExDiv
EFX
Benzinga
From
Benzinga
3 steps to protect your credit score if a credit card closes your account
August 24, 2023
Tickers
EFX
FICO
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FICO
EFX
From
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3 Top Fintech Stocks to Buy in August
August 19, 2023
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INTU
LMND
PYPL
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EFX
SQ
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Motley Fool
Want to pay off your credit-card debt — and move to a lower interest rate? More people are trying this trick.
August 19, 2023
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EXPGF
TRU
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EXPGF
TRU
EFX
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Bet on the AI Gold Rush’s Next Phase With These 3 Stocks
August 17, 2023
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EFX
EXPGY
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FICO
AI
UPST
From
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Where Equifax Stands With Analysts
August 10, 2023
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EFX
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Benzinga
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Benzinga's Top Ratings Upgrades, Downgrades For August 10, 2023
August 10, 2023
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AQMS
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GPOR
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11 strategies to help you save on your mortgage
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EXPGY
FMCC
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EXPGY
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Is It Time to Buy the S&P 500's 3 Worst-Performing July Stocks?
August 02, 2023
Tickers
EFX
F
UHS
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F
UHS
EFX
From
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I fell victim to the ‘easiest banking scam in the world,’ and $20,000 was stolen from my account. How could I have been such a fool?
July 31, 2023
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C
EFX
EXPGY
TRU
Tags
EXPGY
C
EFX
From
MarketWatch
Top 5 Industrials Stocks That Are Preparing To Pump In Q3
July 28, 2023
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CBZ
CWST
EFX
RSI
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RSI
Benzinga
Expert Ideas
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Benzinga
$100 Invested In Equifax 10 Years Ago Would Be Worth This Much Today
July 26, 2023
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EFX
Tags
News
Market News
Dividends
From
Benzinga
Uncertain Macro, Sluggish Hiring Trends To Impact Equifax's 2023 Results, Analyst Predicts - Downgrades Stock
July 24, 2023
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EFX
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Equities
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5 Moonshot AI Stocks to Buy Immediately
July 24, 2023
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AI
AMD
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July 24, 2023
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AA
ABR
AMLX
APP
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CHRS
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NCNO
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How Is The Market Feeling About Equifax?
July 24, 2023
Tickers
EFX
Tags
BZI/SHORTHIST
Market News
Benzinga
From
Benzinga
What 5 Analyst Ratings Have To Say About Equifax
July 21, 2023
Tickers
EFX
Tags
BZI/AAR
Analyst Ratings
EFX
From
Benzinga
McDonald's To Rally Over 11%? Here Are 10 Other Analyst Forecasts For Friday
July 21, 2023
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BCE
CDNS
DECK
EFX
Tags
News
DECK
NOW
From
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Equifax Reports Q2 EPS Beat, Cuts 2023 Outlook On Challenging Mortgage Market
July 20, 2023
Tickers
EFX
Tags
News
Equities
Market News
From
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