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about us
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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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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
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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
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CBOE's Market Recap: April 25 To April 29
May 05, 2022
Tickers
ABNB
AMD
BLK
BRK-A
Tags
BRK/A
ETSY
CBOE
From
Benzinga
Booking Holdings stock surges on earnings beat
May 04, 2022
Tickers
ABNB
BKNG
EXPE
Tags
ABNB
BKNG
EXPE
From
MarketWatch
Airbnb (ABNB) Stock Revs Up Ahead of Summer Travel. What to Know.
May 04, 2022
Tickers
ABNB
EXPE
Tags
ABNB
Market News
EXPE
From
InvestorPlace
Lyft And Uber Battle Over Earnings Ahead Of The Fed Announcement
May 04, 2022
Tickers
ABNB
AMD
BABA
BNTX
Tags
MAR
Federal Reserve
TM
From
Benzinga
General Motors And 3 Other Stocks Insiders Are Selling
May 04, 2022
Tickers
CNC
EXPE
GM
SNAP
Tags
SNAP
Market News
EXPE
From
Benzinga
80 Biggest Movers From Yesterday
May 04, 2022
Tickers
AERC
ARRY
ATKR
ATNF
Tags
BORR
BVXV
TTI
From
Benzinga
3 Top Stock Trades for Wednesday: Bitcoin, AMC, ABNB
May 03, 2022
Tickers
ABNB
AMC
BITCOMP
EXPE
Tags
ABNB
BTC/USD
CCC:BTC/USD,NYSE:AMC,NASDAQ:ABNB,NASDAQ:EXPE
From
InvestorPlace
Markets Finish Marginally Higher As Investors Anticipate Federal Reserve Meeting
May 03, 2022
Tickers
BA
DIA
EXPE
JPM
Tags
News
BA
After/Hours Center
From
Benzinga
Why Booking Holdings Stock Was Sliding Today
May 03, 2022
Tickers
BKNG
EXPE
Tags
BKNG
Recent Press Releases
EXPE
From
Motley Fool
Key Takeaways From Analyst Views On Expedia Post Q1
May 03, 2022
Tickers
EXPE
TECH
Tags
Movers
Analyst Ratings
Market News
From
Benzinga
'The Market Is Not Satisfied Until Everybody Loses': How Expedia Stock Explains Market Conditions
May 03, 2022
Tickers
EXPE
Tags
Earnings
EXPE
Market News
From
Benzinga
Why Is Airbnb (ABNB) Stock Down Today?
May 03, 2022
Tickers
ABNB
EXPE
Tags
EXPE
Market News
ABNB
From
InvestorPlace
Why Is Expedia (EXPE) Stock Down Today?
May 03, 2022
Tickers
EXPE
Tags
EXPE
Market News
Today's Market
From
InvestorPlace
8 Stocks Moved By Traders On 'Fast Money: Halftime Report'
May 03, 2022
Tickers
CG
ENVX
EXPE
FANG
Tags
EXPE
NCLH
CG
From
Benzinga
41 Stocks Moving In Tuesday's Mid-Day Session
May 03, 2022
Tickers
ATKR
BLBX
BLTE
BP
Tags
Markets
CURO
MAX
From
Benzinga
Where Expedia Group Stands With Analysts
May 03, 2022
Tickers
EXPE
Tags
Market News
EXPE
Analyst Ratings
From
Benzinga
What's Going On With Expedia Stock Today?
May 03, 2022
Tickers
EXPE
HLT
Tags
Price Target
Earnings
EXPE
From
Benzinga
Why Expedia Stock Fell Hard Today
May 03, 2022
Tickers
EXPE
Tags
Recent Press Releases
EXPE
Market News
From
Motley Fool
What's Going On With Booking Holdings Shares Today?
May 03, 2022
Tickers
BKNG
EXPE
HLT
Tags
Trading Ideas
why it's moving
Benzinga
From
Benzinga
What's Going On With Airbnb Shares Today?
May 03, 2022
Tickers
ABNB
EXPE
HLT
Tags
Trading Ideas
Benzinga
why it's moving
From
Benzinga
Bulls Try To Build On Yesterday's Gains But Looming Fed Decision Could Curb Trading
May 03, 2022
Tickers
ABNB
AMD
BABA
BNTX
Tags
BRK/A
MET
Consumer Discretionary
From
Benzinga
Here's How Much You Would Have Made Owning Expedia Group Stock In The Last 15 Years
May 03, 2022
Tickers
EXPE
Tags
Dividends
EXPE
Market News
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Benzinga
Expedia Group Whale Trades Spotted
May 03, 2022
Tickers
EXPE
Tags
Markets
Market News
EXPE
From
Benzinga
10 Biggest Price Target Changes For Tuesday
May 03, 2022
Tickers
EVER
EXPE
MHK
MMC
Tags
Pre/Market Outlook
ZI
Analyst Ratings
From
Benzinga
Travel Is Back and These 2 Stocks Are Celebrating
May 02, 2022
Tickers
CAR
DJI
EXPE
Tags
EXPE
Recent Press Releases
Market News
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Motley Fool
Why Expedia Shares Are Rising After Hours
May 02, 2022
Tickers
EXPE
Tags
Earnings
EXPE
Market News
From
Benzinga
Expedia Group: Q1 Earnings Insights
May 02, 2022
Tickers
EXPE
Tags
EXPE
BZI/Recaps
Market News
From
Benzinga
4 Top Stock Trades for Tuesday: PFE, MOS, EXPE, UBER
May 02, 2022
Tickers
EXPE
MOS
PFE
UBER
Tags
NYSE:PFE,NYSE:MOS,NASDAQ:EXPE,NYSE:UBER
PFE
UBER
From
InvestorPlace
Expedia stock up nearly 5% after Q1 earnings
May 02, 2022
Tickers
EXPE
FDS
Tags
EXPE
FDS
From
MarketWatch
How Expedia Group Stock Looks Heading Into Q1 Earnings Print
May 02, 2022
Tickers
EXPE
Tags
Trading Ideas
Benzinga
EXPE
From
Benzinga
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