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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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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Benzinga's Top Ratings Upgrades, Downgrades For August 18, 2022
August 18, 2022
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ADI
AERC
AMWD
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Your Pet Or Car? When Times Got Rough, Consumers Made A Tough Choice This Summer
August 15, 2022
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PETS
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Freshpet’s (FRPT) PT reduced to $100 by Stephens
August 12, 2022
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August 10, 2022
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August 09, 2022
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August 09, 2022
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AIHS
AKAN
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August 09, 2022
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FRPT
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FRPT
Market News
From
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Why Freshpet Stock Was Falling Today
August 09, 2022
Tickers
FRPT
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Market News
FRPT
Recent Press Releases
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Freshpet (FRPT) Q2 2022 Earnings Call Transcript
August 09, 2022
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FRPT
From
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Freshpet: Q2 Earnings Insights
August 08, 2022
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Benzinga
Beyond Meat’s cash burn is putting the stock at risk of falling to $0, warns New Constructs
August 02, 2022
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KR
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Short Interest Sector Focus: Consumer Defensive Sector
July 25, 2022
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He Predicted Fall Of WeWork And Rivian, Now This Analyst Warns These 3 Stocks Are Set To Implode
June 26, 2022
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These ‘zombie’ companies could feel the cash burn, warns New Constructs
June 23, 2022
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From
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Freshpet Recalls Dog Food Sold At Target And Walmart Over Possible Salmonella Contamination
June 22, 2022
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Analyst Ratings for Freshpet
May 20, 2022
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7 Consumer Stocks to Buy and Hold for Years
May 19, 2022
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Why 3 Beyond Meat Analysts Are Barbecuing Price Targets After $100M Q1 Loss: 'Lower Likelihood Of Disruption'
May 12, 2022
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FRPT
OTLY
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Benzinga
Freshpet Raises $350M Via Equity Offering
May 04, 2022
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Offerings
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Why Freshpet Stock Dropped Today
May 03, 2022
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Where Freshpet Stands With Analysts
May 03, 2022
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Benzinga
BZI/AAR
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Freshpet (FRPT) Q1 2022 Earnings Call Transcript
May 02, 2022
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FRPT
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From
Motley Fool
Earnings Scheduled For May 2, 2022
May 02, 2022
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AGNC
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From
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Preview: Freshpet's Earnings
April 29, 2022
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BZI/EP
From
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Benzinga's Top Ratings Upgrades, Downgrades For April 28, 2022
April 28, 2022
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ALL
AM
ARVN
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10 Consumer Staples Stocks to Buy and Hold in the Search for Safety
April 14, 2022
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BUD
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CL
COST
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HD
CL
From
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