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home
about us
Investment Approach
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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
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
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These are the best-performing stocks in the 2023 bull market — and the worst
June 30, 2023
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AAPL
AEP
ALGN
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The bull market has left these 20 companies behind, but they are primed for growth
June 13, 2023
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From
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KeyBanc Cautious On EPAM's Future: Downgrades Shares And Trims Revenue Projections
June 12, 2023
Tickers
EPAM
Tags
EPAM
Analyst Color
Market News
From
Benzinga
Analyst Reiterates Positive Rating On EPAM Systems Amid Reduced Forecast: A Deep Dive Into Revised Estimates
June 09, 2023
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Tags
General
News
Expert Ideas
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 8, 2023
June 08, 2023
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ALKT
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Tags
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June 07, 2023
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AMED
AUR
BOH
CHEK
Tags
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Initiation
From
Benzinga
EPAM Systems Downgraded by Multiple Analysts amid Weak Demand and Financial Outlook Cut
June 06, 2023
Tickers
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TECH
Tags
EPAM
Market News
Analyst Ratings
From
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June 06, 2023
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ALLR
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Tags
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June 06, 2023
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AGEN
Tags
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From
Benzinga
Where EPAM Sys Stands With Analysts
June 06, 2023
Tickers
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Tags
BZI/AAR
Benzinga
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From
Benzinga
Why Coinbase and EPAM Systems Dragged Down Stocks on Monday
June 05, 2023
Tickers
COIN
DJI
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Tags
Market News
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From
Motley Fool
Why EPAM Systems Plunged Today
June 05, 2023
Tickers
EPAM
Tags
Market News
Recent Press Releases
EPAM
From
Motley Fool
Despite Sluggish Demand, EPAM Poised For Potential 20% Growth By FY24: Analyst
June 05, 2023
Tickers
EPAM
Tags
Markets
Reiteration
Briefs
From
Benzinga
12 Information Technology Stocks Moving In Monday's Intraday Session
June 05, 2023
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CXAI
CYXT
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Tags
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June 05, 2023
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Stocks That Hit 52-Week Lows On Monday
June 05, 2023
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AMBO
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Tags
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Market News
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Benzinga
EPAM Systems, Amyris, Blueprint Medicines And Other Big Stocks Moving Lower On Monday
June 05, 2023
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BOOM
BPMC
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Tags
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big losers
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June 05, 2023
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BKTI
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Tags
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INLX
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From
Benzinga
Why EPAM Systems Shares Are Slumping Today
June 05, 2023
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Tags
Markets
Guidance
Briefs
From
Benzinga
EPAM Sys Earnings Perspective: Return On Capital Employed
May 19, 2023
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Tags
Market News
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Benzinga
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May 08, 2023
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ALX
AMBO
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Tags
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JG
OLP
From
Benzinga
EPAM Systems (EPAM) Q1 2023 Earnings Call Transcript
May 05, 2023
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EPAM
Tags
Market News
Recent Press Releases
EPAM
From
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Investors Are Increasingly Overweight Tech Stocks
May 05, 2023
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CBOE
CI
Tags
FWONK
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contributors
From
Benzinga
Why EPAM Systems Shares Are Sliding Today
May 05, 2023
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Tags
News
General
Guidance
From
Benzinga
EPAM Sys: Q1 Earnings Insights
May 05, 2023
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Market News
From
Benzinga
Earnings Scheduled For May 5, 2023
May 05, 2023
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ABR
ACMR
AMC
AMRX
Tags
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ROAD
TA
From
Benzinga
EPAM Sys's Earnings Outlook
May 04, 2023
Tickers
EPAM
Tags
Benzinga
Market News
BZI/EP
From
Benzinga
8 Analysts Have This to Say About EPAM Sys
April 28, 2023
Tickers
EPAM
Tags
Benzinga
BZI/AAR
Market News
From
Benzinga
Analyst Expectations for EPAM Sys's Future
February 28, 2023
Tickers
EPAM
Tags
BZI/AAR
Benzinga
EPAM
From
Benzinga
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