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home
about us
Investment Approach
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Benzinga's Top Ratings Upgrades, Downgrades For September 21, 2021
September 21, 2021
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ATLC
ATTO
ATUS
AY
Tags
UNVR
EVGO
CANO
From
Benzinga
Here are the worst-performing U.S. stocks as the Evergrande crisis rattles investors
September 20, 2021
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ALB
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From
MarketWatch
Expert Ratings For Fortinet
September 16, 2021
Tickers
FTNT
Tags
BZI/AAR
FTNT
Benzinga
From
Benzinga
7 A-Rated Tech Stocks to Buy and Hold Now
September 15, 2021
Tickers
ASX
FTNT
HIMX
KEYS
Tags
Stocks to Buy
Market News
KEYS
From
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7 Cybersecurity Stocks To Buy for a Big Biden Administration Push
September 07, 2021
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AMZN
DOCU
FTNT
GOOG
Tags
MCFE
NET
S
From
InvestorPlace
This Tech Stock Has Doubled in 2021, and It Could Still Go Higher
September 04, 2021
Tickers
FTNT
IT
Tags
FTNT
IT
Market News
From
Motley Fool
Forget short-term stock-market fads and just buy these 5 rocketing tech stocks
August 31, 2021
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ARKK
FTNT
NVDA
SPX
Tags
ARKK
SQ
FTNT
From
MarketWatch
What 16 Analyst Ratings Have To Say About Fortinet
August 31, 2021
Tickers
FTNT
Tags
BZI/AAR
FTNT
Analyst Ratings
From
Benzinga
Expert Ratings For Fortinet
August 30, 2021
Tickers
FTNT
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
4 Stocks Insiders Are Selling
August 26, 2021
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FTNT
MGM
UNH
WMT
Tags
FTNT
News
Insider Trades
From
Benzinga
'Halftime Report' Traders Weigh In On Roblox, Peloton And More
August 25, 2021
Tickers
CRWD
FTNT
PTON
RBLX
Tags
PTON
FTNT
Stephen Weiss
From
Benzinga
Analyst Sees These Stocks Benefiting From Next Wave Of Cybersecurity Spending As Biden Calls Apple, Amazon CEOs For Summit
August 25, 2021
Tickers
AAPL
AMZN
CRWD
CYBR
Tags
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Analyst Ratings
TLS
From
Benzinga
10 Tweets That Moved Markets In 2021
August 09, 2021
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FTNT
GME
GOOG
GOOGL
Tags
Market News
Movers
Chamath Palihapitiya
From
Benzinga
Tesla Fame's Robot-Run ETF Added Snapchat, Zoom And This WallStreetBets-Favorite Stock In July
August 09, 2021
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AMD
AMOM
AZO
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Not Quite Full-Speed Ahead? Solid Earnings, But Still Awaiting End-Of-Week Jobs Report
August 04, 2021
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ATVI
BKNG
BP
Tags
RL
News
ATVI
From
Benzinga
Up Over 90% So Far in 2021, Is Fortinet Stock Still a Buy After Q2 Earnings?
August 03, 2021
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FTNT
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Market News
FTNT
From
Motley Fool
Expert Ratings for Fortinet
July 30, 2021
Tickers
FTNT
Tags
Market News
Benzinga
Analyst Ratings
From
Benzinga
What 25 Analyst Ratings Have To Say About Fortinet
July 30, 2021
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FTNT
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Market News
Benzinga
Analyst Ratings
From
Benzinga
Fortinet, inc (FTNT) Q2 2021 Earnings Call Transcript
July 30, 2021
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FTNT
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FTNT
Market News
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Motley Fool
Recap: Fortinet Q2 Earnings
July 29, 2021
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FTNT
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Benzinga
Market News
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Benzinga
Earning Reports Fom Household Names This Week. PART 1
July 27, 2021
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ABBV
AMD
AMZN
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Benzinga
HAS
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Benzinga
Why This Investor Just Added These 2 Stocks To His Portfolio
July 23, 2021
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ADSK
FTNT
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Media
CNBC
From
Benzinga
Analyst Ratings For Fortinet
July 20, 2021
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FTNT
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Benzinga
Market News
Analyst Ratings
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Benzinga
Analyst Ratings For Fortinet
July 19, 2021
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FTNT
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FTNT
BZI/AAR
Analyst Ratings
From
Benzinga
Expert Ratings For Fortinet
July 16, 2021
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FTNT
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FTNT
BZI/AAR
Analyst Ratings
From
Benzinga
Mizuho Raises Price Target On Datadog, Fortinet, Rapid7, ServiceNow Betting On Economic Recovery, Cybersecurity Checks
July 16, 2021
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DDOG
FTNT
NOW
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From
Benzinga
Expert Ratings For Fortinet
July 15, 2021
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FTNT
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BZI/AAR
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Analyst Ratings
From
Benzinga
Stocks That Hit 52-Week Highs On Thursday
July 15, 2021
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AAPL
ADP
AIRC
AMT
Tags
AMT
IRT
IMOS
From
Benzinga
A benchmark-beating robot thinks AMC will outperform Facebook and GameStop. It likes these other stocks, too.
July 15, 2021
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ADBE
AMC
AMOM
AZO
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CDNS
MTCH
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From
MarketWatch
'Halftime Report' Traders Share Their Thoughts On Amazon, SoFi And More
July 12, 2021
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AMZN
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LYV
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FTNT
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From
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