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home
about us
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Firm ADV PDFs
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
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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Defense Company General Dynamics Stock Soars, Clocks Q3 Combat Systems Growth, Record Backlog
October 25, 2023
Tickers
GD
Tags
Earnings
Market News
News
From
Benzinga
General Dynamics (GD) Q3 2023 Earnings Call Transcript
October 25, 2023
Tickers
GD
Tags
GD
Recent Press Releases
Market News
From
Motley Fool
Why General Dynamics Stock Popped on Wednesday
October 25, 2023
Tickers
GD
Tags
Recent Press Releases
GD
Market News
From
Motley Fool
General Dynamics, Microsoft, Waste Management And Other Big Stocks Moving Higher On Wednesday
October 25, 2023
Tickers
AVXL
DB
FFIV
GD
Tags
Trading Ideas
PGY
SRRK
From
Benzinga
Here Is How Investors Can Resolve Two Sets Of Artificial Intelligence Contradictions In The New Data Points
October 25, 2023
Tickers
AAPL
AMZN
BA
GD
Tags
AMZN
TSM
GD
From
Benzinga
Earnings Scheduled For October 25, 2023
October 25, 2023
Tickers
EGBN
EIG
ENSG
EPR
Tags
TNET
MOH
GL
From
Benzinga
US Stocks Poised For Mixed Start Ahead Of Meta Earnings: Analyst Sees Corporate Profits Providing 'Fundamental Ballast' To Market
October 25, 2023
Tickers
CP
EW
GD
GOOG
Tags
Federal Reserve
Trading Ideas
ORLY
From
Benzinga
Jim Cramer Advocates For Investment In Lockheed Martin, Raytheon And Other Defense Stocks Amid US Arms Stockpile Rebuilding
October 25, 2023
Tickers
BA
GD
LHX
LMT
Tags
News
Market News
BA
From
Benzinga
S&P 500 futures slip as Google parent’s slump offsets Microsoft advance
October 25, 2023
Tickers
BA
COMP
DJIA
GD
Tags
COMP
HK:2007
META
From
MarketWatch
General Dynamics Likely To Report Lower Q3 Earnings; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
October 25, 2023
Tickers
GD
Tags
GD
Pre/Market Outlook
Trading Ideas
From
Benzinga
Quant Ratings Updated on 62 Stocks
October 24, 2023
Tickers
AGI
AMZN
APH
ATO
Tags
Market Analysis
CSX
CDAY
From
InvestorPlace
Amazon, Alphabet, Meta, Intel Q3 Earnings This Week: Will Mega-Caps Shatter Forecasts And Revive Market?
October 23, 2023
Tickers
AA
ADM
AGYS
AJG
Tags
INTC
HAL
HTZ
From
Benzinga
The 7 Best Defense Stocks to Buy Now: October 2023
October 21, 2023
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CACI
GD
HEI
LMT
Tags
Stocks to Buy
GD
NOC
From
InvestorPlace
This Is What Whales Are Betting On General Dynamics
October 20, 2023
Tickers
GD
Tags
GD
Markets
Options
From
Benzinga
Israel–Hamas war boosts U.S. defense ETFs, but why it won’t help stocks for long
October 19, 2023
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BITO
GD
GDX
GDXJ
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SILJ
TSLY
NVDX
From
MarketWatch
Looking Into General Dynamics's Recent Short Interest
October 19, 2023
Tickers
GD
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Trading Ideas
GD
Short Sellers
From
Benzinga
Airline stocks have been hammered. Here’s how to go bargain hunting now.
October 19, 2023
Tickers
AAL
ALK
BA
DAL
Tags
AU:QAN
ERJ
DAL
From
MarketWatch
General Dynamics Unusual Options Activity
October 17, 2023
Tickers
GD
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
7 Defensive Stocks to Prep Your Portfolio for Volatile Times
October 16, 2023
Tickers
GD
HUM
KO
MCD
Tags
MSFT
NYSE:WEN,NYSE:MCD,NYSE:KO,NYSE:WMT,NYSE:XOM,NASDAQ:MSFT,NYSE:GD,NYSE:HUM
HUM
From
InvestorPlace
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $2,800 Today
October 13, 2023
Tickers
GD
Tags
GD
Benzinga
Dividends
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 11, 2023
October 11, 2023
Tickers
ALNY
ANET
BA
BALL
Tags
IREN
CBOE
CIFR
From
Benzinga
What's Gone Wrong With Defense Stocks in 2023 (and Why They Could Be Buys Now)
October 11, 2023
Tickers
BA
GD
GE
LMT
Tags
Recent Press Releases
GD
RTX
From
Motley Fool
Analyst Expectations for General Dynamics's Future
October 11, 2023
Tickers
GD
Tags
GD
Benzinga
BZI/AAR
From
Benzinga
Israel Could Form Emergency Government: Defense Stocks, Israel ETFs In Focus During Conflict
October 10, 2023
Tickers
EIS
GD
ISRA
ITEQ
Tags
IZRL
Stocks To Watch
TEVA
From
Benzinga
PLTR Stock Pops as Palantir Wins Army AI/ML Contract
October 10, 2023
Tickers
GD
LMT
PLTR
Tags
GD
NASDAQ:PLTR,NYSE:GD,NYSE:LMT,NYSE:MS/NYSE:NOC
LMT
From
InvestorPlace
General Dynamics Unusual Options Activity
October 09, 2023
Tickers
GD
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
Surging aerospace and defense stocks lift these ETFs as investors monitor Israel-Hamas war
October 09, 2023
Tickers
BA
COMP
DJIA
GD
Tags
GD
ITA
DJIA
From
MarketWatch
Northrop Grumman, General Dynamics, Lockheed Martin And Other Big Stocks Moving Higher On Monday
October 09, 2023
Tickers
CLB
CNQ
CPE
GD
Tags
KTOS
Trading Ideas
Benzinga
From
Benzinga
Defense Stocks Jump On Israel-Hamas Conflict: What's Going On?
October 09, 2023
Tickers
GD
LHX
LMT
NOC
Tags
GD
Global
LHX
From
Benzinga
If You Invested $1000 In This Stock 20 Years Ago, You Would Have $5,400 Today
October 04, 2023
Tickers
GD
Tags
GD
Benzinga
News
From
Benzinga
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