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about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Why Is Micromobility.com (MCOM) Stock Down 45% Today?
December 19, 2023
Tickers
ARM
ENPH
MCOM
PLUG
Tags
ENPH
Today's Market
PLUG
From
InvestorPlace
Enphase Energy Layoffs 2023: What to Know About the Latest ENPH Job Cuts
December 19, 2023
Tickers
ARM
ENPH
ETAO
MOTS
Tags
NASDAQ:ENPH,NASDAQ:ARM,NASDAQ:ETAO,NASDAQ:MOTS
Market News
ENPH
From
InvestorPlace
Enphase Energy To Slash Workforce By 10% In Global Restructuring Plan: Details
December 19, 2023
Tickers
ENPH
Tags
Media
Market News
Equities
From
Benzinga
ETF Winners And Losers: Mid-Cap Returns - Sustainability Fund Up Big, Fund Linked To Japan's Economy Drops
December 18, 2023
Tickers
AMLP
DXJ
ENPH
ET
Tags
TYO:7203
Market News
ICLN
From
Benzinga
Goldman Sachs Still Likes Solar Stocks Despite SunPower Collapse Fears: Upgrades ENPH, CSIQ
December 18, 2023
Tickers
CSIQ
ENPH
FSLR
NOVA
Tags
NOVA
News
General
From
Benzinga
The Truth Behind Renewable Energy's Big Rise
December 18, 2023
Tickers
ENPH
NEP
NOVA
RUN
Tags
ENPH
Recent Press Releases
SEDG
From
Motley Fool
This ETF Got Crushed in 2023. Here's Why It Could Rebound Next Year.
December 18, 2023
Tickers
ENPH
FSLR
SEDG
TAN
Tags
FSLR
TAN
SEDG
From
Motley Fool
Up 50% in a Month! Is Enphase Stock Still a Buy?
December 18, 2023
Tickers
ENPH
Tags
Market News
ENPH
Recent Press Releases
From
Motley Fool
3 Renewable Energy Stocks to Buy Hand Over Fist Right Now
December 18, 2023
Tickers
ENPH
NEP
SPWR
Tags
Recent Press Releases
ENPH
Market News
From
Motley Fool
Enphase and SolarEdge Stocks Down Over 50%: Time to Buy or Broken Thesis?
December 17, 2023
Tickers
ENPH
SEDG
Tags
Recent Press Releases
ENPH
Market News
From
Motley Fool
10 Information Technology Stocks With Whale Alerts In Today's Session
December 15, 2023
Tickers
AAPL
ENPH
HEAR
MSFT
Tags
BZI/AUOA
AAPL
RNG
From
Benzinga
Why Enphase, SolarEdge, and Lucid Stocks Rallied Today
December 14, 2023
Tickers
ENPH
LCID
SEDG
Tags
LCID
SEDG
Recent Press Releases
From
Motley Fool
US Stocks Eye 7-Day Winning Streak As Mortgage Rates Fall Below 7%, Yields Tumble: What's Driving Markets Thursday?
December 14, 2023
Tickers
ALGN
APLS
DIA
ENPH
Tags
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DIA
From
Benzinga
Why Are Solar Stocks Up Today?
December 14, 2023
Tickers
ENPH
RUN
SPWR
Tags
NASDAQ:ENPH,NASDAQ:SPWR,NASDAQ:RUN
ENPH
Market News
From
InvestorPlace
Why Amtech Systems Shares Are Trading Higher By Over 30%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
December 14, 2023
Tickers
AA
ABM
ADBE
ADTX
Tags
Markets
INTS
OCUL
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
December 14, 2023
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ADBE
AMD
EBIX
Tags
SEDG
MSFT
MCHP
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Benzinga
Jabil Posts Upbeat Earnings, Joins Moderna, Rivian Automotive And Other Big Stocks Moving Higher On Thursday
December 14, 2023
Tickers
AA
ALEC
ALGN
CFG
Tags
Market News
Movers
big gainers
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Benzinga
How the Fed Pumped Solar Energy Stocks Today
December 13, 2023
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ENPH
NOVA
RUN
SEDG
Tags
ENPH
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Recent Press Releases
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Motley Fool
3 Sleepy Stocks Ready to Wake up in 2024
December 13, 2023
Tickers
CVX
ENPH
NVDA
PFE
Tags
HESS
CVX
NASDAQ:NVDA,NYSE:CVX,NYSE:HESS,NYSE:PFE,NASDAQ:SGEN,NASDAQ:ENPH
From
InvestorPlace
7 Nasdaq Stocks Down 59% Set to Soar at Least 141%
December 12, 2023
Tickers
AMZN
BLUE
DISH
ECHO
Tags
SEDG
SPWR
BLUE
From
InvestorPlace
Stocks Edge Higher, 'Fear Index' Plummets To Nearly 3-Year Lows Ahead Of Fed Meeting: What's Driving Markets Tuesday?
December 12, 2023
Tickers
CAVA
DIA
ECON
ENPH
Tags
ENPH
Economics
LCID
From
Benzinga
5 ETFs To Watch When November Inflation Data Drops Tuesday
December 11, 2023
Tickers
ARE
ARKK
CFG
CPI
Tags
Benzinga
NEM
Macro Economic Events
From
Benzinga
Why Lucid Shares Dropped Today
December 11, 2023
Tickers
EBAY
ENPH
LCID
ZM
Tags
ENPH
Recent Press Releases
LCID
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Motley Fool
LCID Stock Alert: Lucid Motor Drops Out of the Nasdaq 100
December 11, 2023
Tickers
ALGN
AMGDF
CCEP
CDW
Tags
DASH
Market News
AMGDF
From
InvestorPlace
2 Stocks I'm Buying in 2024
December 10, 2023
Tickers
ENPH
ETSY
Tags
ENPH
Market News
ETSY
From
Motley Fool
Green Energy Innovators: 3 Stocks Leading the Sustainable Revolution
December 09, 2023
Tickers
CSIQ
ENPH
GS
RUN
Tags
GS
Market News
RUN
From
InvestorPlace
Lucid, Zoom, eBay Among 6 Companies Ousted From Nasdaq 100 Index: What This Means For The Stocks
December 09, 2023
Tickers
ALGN
AMZN
CCEP
CDW
Tags
ENPH
LCID
Tech
From
Benzinga
Analyst Ratings for Enphase Energy
December 08, 2023
Tickers
ENPH
Tags
BZI/AAR
ENPH
Market News
From
Benzinga
3 Doomed Solar Stocks to Dump in December
December 07, 2023
Tickers
ENPH
SEDG
SPWR
Tags
NASDAQ:SEDG,NASDAQ:SPWR,NASDAQ:ENPH
ENPH
Stocks to Sell
From
InvestorPlace
Solar Energy Broke Records In 2023, Why Are Shares Tumbling?
December 07, 2023
Tickers
ENPH
ESG
FSLR
SEDG
Tags
Benzinga
ENPH
FSLR
From
Benzinga
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