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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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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5 reasons to look forward to traveling this summer
March 24, 2022
Tickers
EXPE
Tags
EXPE
From
MarketWatch
7 Cyclical Stocks to Buy After a Correction
March 21, 2022
Tickers
ALLE
BLDR
EXPE
HD
Tags
RUN
EXPE
Market News
From
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Stock Wars: Expedia Group Vs. Travelzoo
March 16, 2022
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AXP
C
EXPE
GOOG
Tags
Long Ideas
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AXP
From
Benzinga
American Airlines stock surges toward biggest gain in more than a year after raised revenue outlook
March 15, 2022
Tickers
AAL
ALK
BKNG
DAL
Tags
EXPE
SPX
CL00
From
MarketWatch
CNBC's Final Trades: Expedia, Target, Macy's And This Retailer That Should Be A "Multiyear Winner"
March 13, 2022
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EXPE
HD
M
TGT
Tags
HD
Short Ideas
M
From
Benzinga
All The Stocks That Moved Friday From CNBC's 'Fast Money: Halftime Report'
March 11, 2022
Tickers
ETRN
EXPE
HD
M
Tags
Benzinga
VLO
HD
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 11, 2022
March 11, 2022
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ABNB
AGCO
AMZN
BAH
Tags
SBRA
SNAP
SPOT
From
Benzinga
Deutsche Bank Is Bullish On These Travel Agencies - Read Why
March 11, 2022
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ABNB
BKNG
EXPE
Tags
Analyst Color
Benzinga
ABNB
From
Benzinga
Why These Nasdaq Travel Stocks Jumped Wednesday
March 09, 2022
Tickers
BKNG
EXPE
Tags
^IXIC
BKNG
EXPE
From
Motley Fool
What Are Whales Doing With Expedia Group
March 07, 2022
Tickers
EXPE
Tags
Market News
Options
EXPE
From
Benzinga
7 E-Commerce Stocks to Buy as Shopify Suffers
March 02, 2022
Tickers
AMZN
BKNG
EBIZ
ETSY
Tags
AMZN
RH
MELI
From
InvestorPlace
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
March 02, 2022
Tickers
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BIG
EXPE
Tags
TSLA
GRAB
XPEV
From
Benzinga
Booking Holdings Shareholders Should Brace For Volatility
March 02, 2022
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BKNG
EXPE
Tags
Trading Ideas
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BKNG
From
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4 Green Flags for Airbnb's Future
March 01, 2022
Tickers
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BKNG
EXPE
Tags
BKNG
EXPE
ABNB
From
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The 5 Best ETFs to Buy for March 2022
March 01, 2022
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CYBR
EXPE
Tags
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HACK
EXPE
From
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Booking CEO, analysts bullish even as stock lands on day’s worst-performing lists
February 24, 2022
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EXPE
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EXPE
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ABNB
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7 Red-Hot Growth Stocks That Could Be Headed to the Moon
February 24, 2022
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EXPE
Tags
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These 20 S&P 500 stocks are down at least 5% after Russia invades Ukraine
February 24, 2022
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ABNB
ALB
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MarketWatch
Booking revenue more than doubles as it sees travel trends improving
February 23, 2022
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BKNG
EXPE
SPX
Tags
SPX
EXPE
BKNG
From
MarketWatch
4 Travel Stocks To Buy in March as the Pandemic Fades
February 23, 2022
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EXPE
LYV
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Tags
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NASDAQ:EXPE,NYSE:MGM,NASDAQ:MAR,NYSEArca:PEJ,NYSE:BKNG,NYSE:LYV,NYSE:MCD
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February 20, 2022
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February 18, 2022
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EXPE
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Is Airbnb Stock Ready for All-Time Highs?
February 17, 2022
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EXPE
MAR
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As investors punish Shopify, these 15 ecommerce stocks are expected to grow sales the most through 2023
February 16, 2022
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BKNG
CVNA
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Complete List: Here Are All The Companies With Super Bowl LVI Commercials
February 14, 2022
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BMWYY
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February 11, 2022
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BTBD
BWMX
CLEU
Tags
VLTA
Benzinga
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Benzinga
Here's How Much You Would Have Made Owning Expedia Group Stock In The Last 15 Years
February 11, 2022
Tickers
EXPE
Tags
Benzinga
Dividends
BZI/POD
From
Benzinga
Dominion Energy, Under Armour, And Expedia Among Another Slew Of Earnings Reports
February 11, 2022
Tickers
AFRM
D
EXPE
GS
Tags
UA
TWTR
PTON
From
Benzinga
Why Expedia Shares Are Rising Today
February 11, 2022
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EXPE
Tags
Earnings
Travel
why it's moving
From
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Inflation has knocked back the market. Here are the key S&P 500 and tech stock levels one strategist fears.
February 11, 2022
Tickers
AAPL
AFRM
AMC
AMZN
Tags
BX:TMUBMUSD02Y
EXPE
BX:TMUBMUSD10Y
From
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