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home
about us
Investment Approach
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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
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Expedia's Turning Point? BofA Sees Upside With VRBO Gains And Post-Election Boost
December 18, 2024
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PEJ
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This Dow Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday
December 18, 2024
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19 Analysts Have This To Say About Expedia Group
December 18, 2024
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$100 Invested In Expedia Group 15 Years Ago Would Be Worth This Much Today
December 16, 2024
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
December 06, 2024
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(EXPE) - Analyzing Expedia Group's Short Interest
December 05, 2024
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Screening For Black Friday Bargains In The Stock Market
December 03, 2024
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Holiday Momentum Pushes Retail, Leisure Stocks Past S&P 500 – Tesla, Garmin, Tapestry Stand Out
December 02, 2024
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DECK
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From
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Analyst Ratings For Expedia Group
November 27, 2024
Tickers
EXPE
Tags
BZI/AAR
EXPE
Analyst Ratings
From
Benzinga
This Expedia Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday
November 27, 2024
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BOH
CODI
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Tags
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BKNG
From
Benzinga
A Growth Stock With a Hidden Cash Machine
November 27, 2024
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EXPE
Tags
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EXPE
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Activist Hedge Fund ValueAct Boosts Meta Stake With $121M Bet, But CEO Morfit Supports Mark Zuckerberg's AI Vision: Here's What Investors Should Know
November 15, 2024
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DIS
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FI
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Benzinga
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How Is The Market Feeling About Expedia Group?
November 13, 2024
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EXPE
Tags
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EXPE
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Unpacking the Latest Options Trading Trends in Expedia Group
November 08, 2024
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Tags
Benzinga
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Stock Of The Day: Expedia Appears Overbought And May Reverse
November 08, 2024
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Tags
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Benzinga
Expedia Analysts Boost Their Forecasts Following Better-Than-Expected Earnings
November 08, 2024
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Sony Posts Upbeat Earnings, Joins Tesla, Upstart, Doximity, Fortrea, Axon Enterprise And Other Big Stocks Moving Higher On Friday
November 08, 2024
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S&P 500 Breaks 6,000 Points, Dow Soars Above 44,000, Small Caps Eye Strongest Week In 4 Years, Tesla Hits $1 Trillion: What's Driving Markets Friday?
November 08, 2024
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The Analyst Landscape: 13 Takes On Expedia Group
November 08, 2024
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EXPE
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Expedia Group (EXPE) Q3 2024 Earnings Call Transcript
November 07, 2024
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Tags
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EXPE
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A Look Into Expedia Group Inc's Price Over Earnings
November 07, 2024
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Tags
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Breaking Down Berkshire Hathaway's Earnings
November 07, 2024
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Exploring Expedia Group's Earnings Expectations
November 06, 2024
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Benzinga
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If You Invested $100 In This Stock 15 Years Ago, You Would Have $700 Today
November 04, 2024
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Tags
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Benzinga
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Assessing Expedia Group: Insights From 18 Financial Analysts
October 22, 2024
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EXPE
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The Semiconductor Stories of TSMC & ASML
October 21, 2024
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Here's How Much $1000 Invested In Expedia Group 15 Years Ago Would Be Worth Today
October 21, 2024
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Tags
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News
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Benzinga
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
October 18, 2024
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APO
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NOW
Tags
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From
Benzinga
Goldman Sachs Highlights 20 Top Short-Squeeze Opportunities For Q3 Earnings Season
October 18, 2024
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APO
BBY
CHWY
Tags
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From
Benzinga
Expedia Shares Rises By Around 6%: What's Going On
October 17, 2024
Tickers
EXPE
NEWS
UBER
Tags
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why it's moving
Benzinga
From
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