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What We Buy Currently
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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Market Analysis Summary
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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
Featured Quarterly Newsletter
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4Q22 Caps a Strong Year for Midstream/MLP Buybacks
March 07, 2023
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AMNA
CN
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March 06, 2023
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March 04, 2023
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March 01, 2023
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Tennessee Rep. Mark Dr Green Sold Over $50K Worth of Energy Transfer Stock: Here's What You Should Know
February 28, 2023
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Market News
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Constructive 2023 EBITDA Guidance Sets Midstream/MLPs Apart
February 28, 2023
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February 24, 2023
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ET
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3 High-Yield Dividend Stocks to Hit the Gas Pedal On Your Passive Income
February 22, 2023
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ET
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The Latest Analyst Ratings for Energy Transfer
February 21, 2023
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ET
Benzinga
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4Q22 Midstream/MLP Dividends: The Growth Continues
February 21, 2023
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Is Energy Transfer Running Out of Fuel to Continue Growing?
February 21, 2023
Tickers
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ET
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February 17, 2023
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Energy Transfer (ET) Q4 2022 Earnings Call Transcript
February 15, 2023
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Energy Transfer Earnings Preview
February 14, 2023
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Benzinga
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3 Things to Know as NANC ETF, KRUZ ETF Start Trading
February 08, 2023
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Cramer Likens This Stock To 'A Fine Merlot': It's Down 1% In 2023, So 'I Would Buy All You Can Right Here'
February 08, 2023
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February 07, 2023
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February 06, 2023
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February 04, 2023
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ET
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2 Ultra-High-Yielding Energy Stocks to Buy With $1,000
January 29, 2023
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Energy Transfer Supercharges Its Ultra-High-Yield Payout Again. Is It a Good Buying Opportunity?
January 28, 2023
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Have $500? 2 Absurdly Cheap Stocks Long-Term Investors Should Buy Right Now
January 22, 2023
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2022 Still Got You Down? 3 Dividend Stocks to Perk Up Your 2023 Income Stream.
January 21, 2023
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ET
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2 Ultra-High-Yield Energy Stocks to Buy in 2023 and Beyond
January 21, 2023
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January 16, 2023
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January 13, 2023
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January 12, 2023
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ET
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ET
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Jim Cramer Calls This Major Chipmaker A 'Terrific Company,' But Here's Why He's Not Buying
January 11, 2023
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ACLS
AQN
BLSTF
ET
Tags
Jim Cramer
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January 02, 2023
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COP
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DVN
ET
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Jim Cramer Loves This Stock: 'We've Got So Much Money Coming For Infrastructure From The Federal Government'
December 27, 2022
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ET
EXP
HR
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Benzinga
EXP
Media
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