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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
RSVP-Signup Form
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Dell, Equinix, Guidewire Software And An Industrial Stock: CNBC's 'Final Trades'
June 05, 2025
Tickers
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EQIX
GWRE
NEWS
Tags
Bryn Talkington
GWRE
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From
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If You Invested $100 In This Stock 10 Years Ago, You Would Have This Much Today
June 03, 2025
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Prediction: 2 Stocks That Will Be Worth More Than Prologis 10 Years From Now
May 17, 2025
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O
PLD
Tags
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What Does the Market Think About Equinix?
May 16, 2025
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Benzinga
From
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What 16 Analyst Ratings Have To Say About Equinix
May 12, 2025
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EQIX
Tags
BZI/AAR
EQIX
Analyst Ratings
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Here's How Much $100 Invested In Equinix 15 Years Ago Would Be Worth Today
May 08, 2025
Tickers
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NEWS
Tags
Benzinga
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Here's How Much You Would Have Made Owning Equinix Stock In The Last 20 Years
May 01, 2025
Tickers
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NEWS
Tags
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EQIX
Trading Ideas
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Wall Street Eyes 8th Positive Day As S&P 500 Recoups Tariff-Led Losses, Bitcoin Rallies To $97,000: What's Driving Markets Thursday?
May 01, 2025
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April 30, 2025
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AEP
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HES
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Earnings Scheduled For April 30, 2025
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April 24, 2025
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April 18, 2025
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How Do Investors Really Feel About Equinix?
April 14, 2025
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EQIX
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March 30, 2025
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O
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EQIX
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If You Invested $100 In This Stock 10 Years Ago, You Would Have This Much Today
March 25, 2025
Tickers
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Tags
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News
Trading Ideas
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Benzinga
Expert Outlook: Equinix Through The Eyes Of 12 Analysts
March 20, 2025
Tickers
EQIX
Tags
BZI/AAR
EQIX
Market News
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Here's How Much You Would Have Made Owning Equinix Stock In The Last 10 Years
March 17, 2025
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Tags
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Want Decades of Passive Income? Buy This ETF and Hold It Forever.
March 14, 2025
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Jack Dorsey's Block First US Company To Deploy Nvidia's AI Cluster, Predicts 30x Performance Boost
March 13, 2025
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The Analyst Verdict: Equinix In The Eyes Of 12 Experts
March 03, 2025
Tickers
EQIX
Tags
EQIX
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Bloom Energy Strengthens 10-Year Equinix Partnership, Deploying Next-Gen Fuel Cells For Data Center Power
February 20, 2025
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BE
EQIX
NEWS
Tags
Benzinga
BE
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$100 Invested In This Stock 20 Years Ago Would Be Worth This Much Today
February 20, 2025
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Tags
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February 13, 2025
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Equinix Stock: A Deep Dive Into Analyst Perspectives (14 Ratings)
February 13, 2025
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Tags
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Stocks Rise Despite Hot Producer Inflation, Intel Soars, Bitcoin Drops Below $96,000: What's Driving Markets Thursday?
February 13, 2025
Tickers
AEP
APP
BITCOMP
CBRE
Tags
XLE
TRU
EQIX
From
Benzinga
Equinix Analysts Highlight AI Potential Despite Soft Guidance
February 13, 2025
Tickers
EQIX
SRHR
SRVR
Tags
Expert Ideas
Equities
Market News
From
Benzinga
Equinix (EQIX) Q4 2024 Earnings Call Transcript
February 12, 2025
Tickers
EQIX
Tags
EQIX
Recent Press Releases
Market News
From
Motley Fool
Equinix Misses EPS Mark, Revenue Rises
February 12, 2025
Tickers
EQIX
Tags
EQIX
Recent Press Releases
Market News
From
Motley Fool
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