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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
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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
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Ukraine Missile Use Worries US Intelligence About Potential Russia Retaliation, Germany Pledges Winter Aid
September 27, 2024
Tickers
GD
ITA
NOC
PPA
Tags
Stories That Matter
GD
PPA
From
Benzinga
2 Top Dividend Growth Stocks With Payout Ratios Below 50%
September 22, 2024
Tickers
GD
GE
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GD
Recent Press Releases
GE
From
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Is General Dynamics Stock a Buy?
September 19, 2024
Tickers
GD
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Recent Press Releases
GD
Market News
From
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Is General Dynamics Stock a Buy?
September 19, 2024
Tickers
GD
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Recent Press Releases
GD
Market News
From
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Ukrainian Drone Attack Causes Earth-Rattling Blast In Russia's Tver Region
September 18, 2024
Tickers
GD
ITA
NEWS
NOC
Tags
Russia/Ukraine War
war
Benzinga
From
Benzinga
Here's How Much You Would Have Made Owning General Dynamics Stock In The Last 20 Years
September 13, 2024
Tickers
GD
NEWS
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Benzinga
Trading Ideas
GD
From
Benzinga
Space National Guard or Not, These Companies Will Benefit
September 11, 2024
Tickers
GD
LHX
LMT
NOC
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Market News
NOC
LMT
From
Motley Fool
Ukraine Attacks Moscow In Its Largest Drone Offensive Since War Began
September 10, 2024
Tickers
GD
NOC
RTX
TECH
Tags
Moscow
Drone attacks
Tech
From
Benzinga
2 Top Defense Tech Stocks to Buy in September
September 09, 2024
Tickers
GD
LMT
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Market News
Recent Press Releases
LMT
From
Motley Fool
$100 Invested In This Stock 20 Years Ago Would Be Worth $600 Today
August 28, 2024
Tickers
GD
NEWS
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Trading Ideas
GD
Benzinga
From
Benzinga
Lockheed Martin, RTX And Other Defense Companies To Reap Record Cash Flow Of $52B Amid Rising Geopolitical Tensions: Report
August 26, 2024
Tickers
BA
GD
LMT
NEWS
Tags
Government
RTX
defense
From
Benzinga
Why Lockheed Martin and General Dynamics Just Declared War on Rocket Engines
August 25, 2024
Tickers
GD
LMT
Tags
Recent Press Releases
LMT
GD
From
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EXCLUSIVE: Trump Or Harris? 12 Stocks, 2 ETFs Could Win No Matter Who's President, Says Market Strategist
August 22, 2024
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BA
CHKP
CRWD
CSCO
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BA
Freedom Capital Markets
From
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7 A-Rated Growth Stocks to Buy in August 2024
August 08, 2024
Tickers
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COIN
COST
GD
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CLS
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From
InvestorPlace
Northrop Grumman Dominates Defense Spending. Is the Stock a Buy?
August 07, 2024
Tickers
GD
NOC
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Market News
GD
Recent Press Releases
From
Motley Fool
If You Invested $100 In This Stock 20 Years Ago, You Would Have $600 Today
August 06, 2024
Tickers
GD
NEWS
Tags
Benzinga
Trading Ideas
GD
From
Benzinga
Boost for US Defense Industry: General Dynamics Unit Wins $1.3B Contract Modification
August 06, 2024
Tickers
GD
HACK
NEWS
SHLD
Tags
Large Cap
Market News
News
From
Benzinga
7 Top Defense Stock Picks Geopolitics Continues to Take Center Stage
July 30, 2024
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KTOS
LHX
LMT
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From
InvestorPlace
This Bristol-Myers Squibb Analyst Turns Bearish; Here Are Top 5 Downgrades For Monday
July 29, 2024
Tickers
ARE
BMY
FTNT
GD
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Trading Ideas
GD
Pre/Market Outlook
From
Benzinga
Bad News for Defense Investors: General Dynamics' Terrific Growth Won't Last
July 29, 2024
Tickers
GD
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Recent Press Releases
GD
Market News
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The 3 Best Acoustic Cloaking Stocks to Buy Now
July 26, 2024
Tickers
BAESY
GD
NOC
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GD
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$1000 Invested In This Stock 20 Years Ago Would Be Worth $5,800 Today
July 25, 2024
Tickers
GD
NEWS
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GD
Benzinga
From
Benzinga
7 Stocks to Buy as Trump Moves Toward a Second Term
July 25, 2024
Tickers
AA
CAT
GD
GOLD
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NYSE:CAT,NYSE:GD,NYSE:XOM,NASDAQ:TSCO,NYSE:AA,NYSE:GOLD,NYSE:VVV
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VVV
From
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General Dynamics (GD) Q2 2024 Earnings Call Transcript
July 24, 2024
Tickers
GD
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Market News
GD
Recent Press Releases
From
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OS Stock: 7 Things to Know as OneStream Starts Trading Today
July 24, 2024
Tickers
GD
KKR
NWS
NWSA
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NASDAQ:OS,NYSE:KKR,NYSE:TM,NYSE:UPS,NASDAQ:NWS,NASDAQ:NWSA,NYSE:GD
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TM
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7 Dividend Aristocrats Set to Dominate the Next Decade: July 2024
July 24, 2024
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GD
NEE
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ROP
GD
NYSE:APD,NYSE:ECL,NYSE:GD,NYSE:NEE,NASDAQ:ROP,NYSE:SPGI,NYSE:TGT,NYSE:SHOP,NYSE:WMT
From
InvestorPlace
Why General Dynamics Stock Slumped 4% Today
July 24, 2024
Tickers
GD
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Market News
GD
Recent Press Releases
From
Motley Fool
Why General Dynamics Shares Are Trading Lower? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
July 24, 2024
Tickers
ALGM
ALKS
ALLR
ATCH
Tags
LITM
TKNO
MANH
From
Benzinga
US Stocks Tumble, Magnificent 7 Wipe Out $570 Billion As Mega-Tech Earnings Disappoint, VIX Spikes: What's Driving Markets Wednesday?
July 24, 2024
Tickers
AAPL
AMZN
BSX
CB
Tags
Econ #s
$BTC
CMG
From
Benzinga
GD Stock Earnings: General Dynamics Misses EPS, Beats Revenue for Q2 2024
July 24, 2024
Tickers
GD
Tags
NYSE:GD
GD
Earnings Reports
From
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