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What We Buy Currently
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Turnkey Operation Platform
Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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FactSet Reaffirms FY23 Forecast Post Mixed Q1 Results
December 20, 2022
Tickers
FDS
Tags
News
FDS
Market News
From
Benzinga
Historically, this asset class rallies after underperforming its unlisted peers
December 20, 2022
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AAPL
AMC
AMZN
APE
Tags
NIO
AMC
C
From
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Nasdaq, S&P 500 Futures Point To Lackluster Start As Traders Mull BoJ's Policy Move: Tesla, Nike, BlackBerry, Housing Starts Data In Focus
December 20, 2022
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BABA
BB
FCEL
FDS
Tags
LCID
Trading Ideas
QQQ
From
Benzinga
Earnings Scheduled For December 20, 2022
December 20, 2022
Tickers
AIR
BB
BLIN
CAMP
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JOB
EPAC
Benzinga
From
Benzinga
Nike, General Mills And 3 Stocks To Watch Heading Into Tuesday
December 20, 2022
Tickers
FDS
FDX
GIS
NKE
Tags
Stocks to Watch
Earnings
Markets
From
Benzinga
CNN Fear & Greed Index Moves To 'Fear' Zone Amid Recession Concerns
December 20, 2022
Tickers
FDS
FDX
GIS
NKE
Tags
NKE
FDX
Earnings
From
Benzinga
Earnings Preview: FactSet Research Systems
December 19, 2022
Tickers
FDS
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BZI/EP
Benzinga
FDS
From
Benzinga
German business sentiment increased for third straight month in December, says Ifo.
December 19, 2022
Tickers
FDS
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FDS
From
MarketWatch
Currys cuts 2023 guidance after swinging to loss
December 15, 2022
Tickers
FDS
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UK:CURY
FDS
From
MarketWatch
Zara owner Inditex backs full-year outlook
December 14, 2022
Tickers
FDS
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FDS
ES:ITX
From
MarketWatch
TUI reports narrowed net loss for fiscal 2022 as travel recovers.
December 14, 2022
Tickers
FDS
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FDS
UK:TUI
XE:TUI1
From
MarketWatch
Why ChargePoint Dropped After Earnings Friday
December 02, 2022
Tickers
CHPT
FDS
Tags
FDS
Market News
CHPT
From
Motley Fool
French industrial production falls in October amid weaker external demand, high energy prices
December 02, 2022
Tickers
FDS
Tags
FDS
From
MarketWatch
EasyJet losses narrow, revenue grows, sees stronger passenger growth for early 2023
November 29, 2022
Tickers
FDS
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UK:EZJ
FDS
From
MarketWatch
Asiana, Korean Air shares rally after U.K. considers accepting revised merger plan
November 28, 2022
Tickers
FDS
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FDS
KR:020560
KR:001200
From
MarketWatch
Japan’s exports log 20th straight month of growth in October
November 16, 2022
Tickers
FDS
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FDS
From
MarketWatch
Richemont strikes upbeat tone as Asia-Pacific sales recover
November 11, 2022
Tickers
FDS
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FDS
CH:CFR
From
MarketWatch
Primark parent Associated British Foods lifts dividend, announces £500 million share buyback program
November 08, 2022
Tickers
FDS
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UK:ABF
FDS
From
MarketWatch
Tripadvisor stock plummets after earnings miss
November 07, 2022
Tickers
FDS
TRIP
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TRIP
FDS
From
MarketWatch
Peabody, Australia’s Coronado end talks over potential merger
November 06, 2022
Tickers
ARCH
BTU
FDS
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ARCH
BTU
AU:XJO
From
MarketWatch
Societe Generale reports forecast-beating revenue of $1.46 billion
November 04, 2022
Tickers
FDS
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FDS
FR:GLE
From
MarketWatch
Sen. Pat Toomey accuses ESG ratings firms of ‘stonewalling’ Republican investigation
November 03, 2022
Tickers
FDS
MORN
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FDS
MORN
From
MarketWatch
Hugo Boss lifts outlook after forecast-beating earnings and sales
November 03, 2022
Tickers
FDS
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XE:BOSS
FDS
From
MarketWatch
ING announces $1.47 billion buyback program as earnings, revenue fall short of forecasts
November 03, 2022
Tickers
FDS
ING
Tags
ING
NL:INGA
FDS
From
MarketWatch
BNP Paribas beats expectations with $2.71 billion net profit
November 03, 2022
Tickers
FDS
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FR:BNP
FDS
From
MarketWatch
Novo Nordisk lifts guidance as earnings beat expectations
November 02, 2022
Tickers
FDS
NVO
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FDS
NVO
DK:NOVO/B
From
MarketWatch
Electrolux swings to loss, says turnaround plan will include up to 4,000 job cuts
October 28, 2022
Tickers
FDS
Tags
FDS
SE:ELUX/B
From
MarketWatch
International Cons Airlines swings to forecast-beating profit of $1.21 billion
October 28, 2022
Tickers
FDS
Tags
FDS
UK:IAG
From
MarketWatch
SK Hynix shares extend losses for second straight session
October 27, 2022
Tickers
FDS
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KR:000660
JP:8604
FDS
From
MarketWatch
TotalEnergies reports profit jump, declares divided, but books $3.1 billion impairment over Russia
October 27, 2022
Tickers
FDS
Tags
FR:TTE
FDS
From
MarketWatch
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