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home
about us
Investment Approach
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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
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10 Health Care Stocks Whale Activity In Today's Session
November 30, 2022
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AXSM
CI
EXAS
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EXAS
ABBV
From
Benzinga
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November 28, 2022
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NVS
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November 24, 2022
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EXAS
NVO
VEEV
Tags
VEEV
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Exact Sciences's Return On Capital Employed Insights
November 22, 2022
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EXAS
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Earnings
BZI/ROCE
EXAS
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Benzinga
MacroGenics To Surge 138%? Plus This Analyst Sees $50 For Exact Sciences
November 14, 2022
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EXAS
MGNX
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As Cathie Wood's ARK ETF Surges, These 7 Stocks In The Fund Are Up Over 20% In 5 Days
November 11, 2022
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ARKK
DKNG
EXAS
ROKU
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Mid Cap
EXAS
From
Benzinga
Cathie Wood's ARK Innovation ETF Marks Record Surge On Thursday: Here's What She Offloaded Amid Market Rally
November 11, 2022
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COIN
EXAS
MTLS
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From
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Expert Ratings for Exact Sciences
November 08, 2022
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EXAS
Tags
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Benzinga
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From
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Raymond James Maintains Outperform Rating for Exact Sciences: Here's What You Need To Know
November 08, 2022
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EXAS
Tags
Market News
Benzinga
EXAS
From
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Where Exact Sciences Stands With Analysts
November 08, 2022
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EXAS
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BZI/AAR
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Benzinga
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SolarEdge To Rally 54%? Plus This Analyst Predicts $1,335 For Mettler-Toledo International
November 08, 2022
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IAA
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Apple To $154? Plus This Analyst Predicts $2,650 For Booking Holdings
November 07, 2022
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November 07, 2022
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5 Top Stocks Cathie Wood Is Buying This Week
November 04, 2022
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NASDAQ:HOOD,NASDAQ:EXAS,NASDAQ:ADPT,NASDAQ:RKLB,NYSE:U,NYSEARCA:ARKK,NYSEARCA:ARKW,BATS:ARKG
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November 04, 2022
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EXAS
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Exact Sciences (EXAS) Q3 2022 Earnings Call Transcript
November 03, 2022
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November 03, 2022
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2 Stocks That Could Double in the Next 5 Years
October 24, 2022
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Cathie Wood's Funds Deliver Mixed Q3 Results: Ark Founder's Shares Take On Zoom, Roku, Teladoc And Blockchain
October 20, 2022
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ARKQ
COIN
EXAS
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What 8 Analyst Ratings Have To Say About Exact Sciences
October 19, 2022
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Benzinga
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Why Guardant Health Stock Fell 5.5% Today
October 19, 2022
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GH
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October 19, 2022
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EXAS
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EXAS
Benzinga
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Benzinga's Top Ratings Upgrades, Downgrades For October 19, 2022
October 19, 2022
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ACI
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October 18, 2022
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Amazon, Bank of America, Microsoft And Other Big Gainers From Monday
October 18, 2022
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BK
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3 Growth Stocks That Could Double Your Money, According to Wall Street
October 13, 2022
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3 Cathie Wood Stocks That Are Too Cheap to Ignore
October 07, 2022
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XMTR
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From
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