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What We Buy Currently
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TSL's Turnkey Operation Platform
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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
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Earnings Scheduled For January 25, 2023
January 25, 2023
Tickers
ABT
ADP
ALRS
AMP
Tags
RES
Market News
BFST
From
Benzinga
Earnings Outlook For General Dynamics
January 24, 2023
Tickers
GD
Tags
Benzinga
GD
BZI/EP
From
Benzinga
Tesla, Microsoft, IBM, Intel, TI Among Companies Reporting This Week: Can Netflix's Optimism Spill Over To Rest Of Tech Space?
January 22, 2023
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ABT
ALK
ASML
Tags
JNJ
News
BKR
From
Benzinga
What To Expect When General Dynamics Reports Fourth Quarter Results Next Week
January 19, 2023
Tickers
GD
Tags
Briefs
Benzinga
GD
From
Benzinga
Credit Suisse Maintains Neutral Rating for General Dynamics: Here's What You Need To Know
January 19, 2023
Tickers
GD
Tags
Benzinga
BZI/AAR/UPDATE
Market News
From
Benzinga
Here's How Much You Would Have Made Owning General Dynamics Stock In The Last 20 Years
January 18, 2023
Tickers
GD
Tags
Market News
Earnings
Dividends
From
Benzinga
The 3 Best Books on Investing to Read in 2023
January 05, 2023
Tickers
BRK-B
FNF
GD
Tags
FNF
BRK/B
NYSE:FNF,NYSE:BRK/B,NYSE:GD
From
InvestorPlace
These 3 problems for the U.S. could be big moneymakers for stock investors in 2023
December 31, 2022
Tickers
GD
INTC
TSM
Tags
GD
TSM
INTC
From
MarketWatch
General Dynamics Electric Boat Awarded $5.1B By US Navy For Columbia Class Submarines
December 22, 2022
Tickers
GD
Tags
Market News
Contracts
General
From
Benzinga
US Senate Passes $858 billion In Annual Defense Spending, Higher Than Proposed By President Biden
December 16, 2022
Tickers
GD
LMT
Tags
Government
Aerospace & Defense
Markets
From
Benzinga
General Dynamics' Debt Overview
December 14, 2022
Tickers
GD
Tags
Benzinga
GD
News
From
Benzinga
The 7 Hottest Defense Stocks to Own for 2023 and Beyond
December 13, 2022
Tickers
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BWXT
CAE
GD
Tags
Market News
AVAV
BWXT
From
InvestorPlace
Where General Dynamics Stands With Analysts
December 08, 2022
Tickers
GD
Tags
BZI/AAR
Benzinga
Market News
From
Benzinga
2 Stocks to Add to Your Portfolio in the Event of a Market Downturn
December 07, 2022
Tickers
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GD
GPC
Tags
GPC
CARG
Recent Press Releases
From
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Here's the Best Space Stock to Buy If You Want Passive Income
December 05, 2022
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LMT
MAXR
RKLB
Tags
LMT
RKLB
GD
From
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Election Day Is Here: Which Politicians Are Profiting (Or Losing) On Stocks?
November 08, 2022
Tickers
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BA
BP
CARR
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GD
MRO
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From
Benzinga
Looking Into General Dynamics's Return On Capital Employed
October 27, 2022
Tickers
GD
Tags
Market News
BZI/ROCE
GD
From
Benzinga
General Dynamics (GD) Q3 2022 Earnings Call Transcript
October 26, 2022
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Tags
Market News
GD
Recent Press Releases
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Big Tech Misses
October 26, 2022
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BA
BMY
BSX
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TXN
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General Dynamics: Q3 Earnings Insights
October 26, 2022
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Tags
GD
BZI/Recaps
Market News
From
Benzinga
Nasdaq, S&P 500 Futures Lower Following Alphabet, Microsoft Earnings
October 26, 2022
Tickers
BA
BCS
BMY
CCK
Tags
News
Global
MSFT
From
Benzinga
Market Volatility Decreases As US Stocks Extend Gains
October 26, 2022
Tickers
AAPL
BA
F
GD
Tags
Pre/Market Outlook
Market News
MSFT
From
Benzinga
Bitcoin Jumps Above 20,000; Here Are The Top Crypto Movers For Wednesday
October 26, 2022
Tickers
BA
BITCOMP
BTC
F
Tags
$XRP
$LDO
GD
From
Benzinga
Here's How Much $1000 Invested In General Dynamics 20 Years Ago Would Be Worth Today
October 21, 2022
Tickers
GD
Tags
Benzinga
News
GD
From
Benzinga
How Is The Market Feeling About General Dynamics?
October 20, 2022
Tickers
GD
Tags
Benzinga
BZI/SHORTHIST
Trading Ideas
From
Benzinga
Credit Suisse Picks 7 Aerospace, Defense Stocks To Buy — And 4 To Avoid
October 12, 2022
Tickers
BA
BKSY
BWXT
GD
Tags
Small Cap
Trading Ideas
BA
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 12, 2022
October 12, 2022
Tickers
ABT
ARGX
ATEC
AXNX
Tags
TFX
VORB
AXNX
From
Benzinga
Expert Ratings for General Dynamics
October 11, 2022
Tickers
GD
Tags
Benzinga
BZI/AAR
GD
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 11, 2022
October 11, 2022
Tickers
ABC
ACMR
ADI
AMGN
Tags
AQN
SPWR
META
From
Benzinga
Here's How Much $1000 Invested In General Dynamics 10 Years Ago Would Be Worth Today
October 05, 2022
Tickers
GD
Tags
BZI/POD
News
GD
From
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