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home
about us
Investment Approach
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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
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Latest News about GENI
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Expert Ratings for Genius Sports
November 14, 2023
Tickers
GENI
Tags
BZI/AAR
Analyst Ratings
GENI
From
Benzinga
Why Genius Sports Shares Are Falling Today
November 13, 2023
Tickers
GENI
Tags
Guidance
GENI
Penny Stocks
From
Benzinga
12 Consumer Discretionary Stocks Moving In Monday's Pre-Market Session
November 13, 2023
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CENN
DOGZ
FFIE
FRSX
Tags
JZ
GENI
BZI/TFM
From
Benzinga
Earnings Scheduled For November 13, 2023
November 13, 2023
Tickers
AACG
ABL
ABOS
ACIC
Tags
MITQ
DTI
FSR
From
Benzinga
A Preview Of Genius Sports's Earnings
November 10, 2023
Tickers
GENI
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Earnings
GENI
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 12, 2023
October 12, 2023
Tickers
ALHC
ASAN
BILL
BYND
Tags
WELL
CVCY
RMD
From
Benzinga
Don’t Miss the Boom: 3 Gaming Stocks Set to Explode Higher
September 28, 2023
Tickers
CZR
DKNG
GENI
GMVHY
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CZR
Hot Stocks
ODDS
From
InvestorPlace
Analyst Expectations for Genius Sports's Future
September 27, 2023
Tickers
GENI
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Analyst Ratings
GENI
Market News
From
Benzinga
Cathie Wood Just Sold Shopify and Bought This Data Analytics Stock. Should You?
September 20, 2023
Tickers
GENI
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Market News
GENI
Recent Press Releases
From
Motley Fool
Cathie Wood Goes Bargain-Hunting: 3 Stocks She Just Bought.
September 15, 2023
Tickers
GENI
MKFG
RBLX
Tags
MKFG
RBLX
GENI
From
Motley Fool
Why Genius Sports Stock Lost More Than 6% of Its Value Today
September 14, 2023
Tickers
GENI
GS
Tags
GENI
Market News
Recent Press Releases
From
Motley Fool
NFL Week 1 Sports Betting Report: 56% YoY Surge In Sportsbook Logins, 1.1M New Customers, Live Betting Dominates
September 14, 2023
Tickers
DIS
DKNG
GENI
MGM
Tags
Kansas City Chiefs
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National Football League
From
Benzinga
Why Clearmind Medicine Shares Are Trading Lower By 53%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
September 14, 2023
Tickers
AMBI
AVTX
AXLA
BIMI
Tags
AVTX
BIOL
UPTD
From
Benzinga
12 Consumer Discretionary Stocks Moving In Thursday's Pre-Market Session
September 14, 2023
Tickers
CTIB
FTEL
GENI
GMBL
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IGT
JWEL
TCS
From
Benzinga
Analyst Expectations for Genius Sports's Future
September 05, 2023
Tickers
GENI
Tags
BZI/AAR
Market News
GENI
From
Benzinga
EXCLUSIVE: Cathie Wood's Sports Betting Gamble — DraftKings Or Penn Entertainment?
August 31, 2023
Tickers
ARKF
ARKW
DIS
DKNG
Tags
Specialty ETFs
GENI
Fanduel
From
Benzinga
3 Gambling Stocks to Buy as NFL Preseason Kicks Off
August 17, 2023
Tickers
BETZ
DKNG
GENI
Tags
DKNG
Market News
NASDAQ:DKNG,NYSE:GENI,NYSEARCA:BETZ
From
InvestorPlace
5 Key Stocks For 2023 NFL Season: Investors Eye Sports Betting, Media Rights, And Super Bowl
August 17, 2023
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AMZN
CBS
CMCSA
DIS
Tags
Thursday Night Football
nfl
FOXA
From
Benzinga
Cathie Wood's Ark Invest Sees Slim Odds ESPN Bet 'Can Break The DraftKings-FanDuel Duopoly' In Sports Betting
August 15, 2023
Tickers
ARKF
ARKK
ARKW
DIS
Tags
General
gambling
Market News
From
Benzinga
Analyst Expectations for Genius Sports's Future
August 08, 2023
Tickers
GENI
Tags
Benzinga
BZI/AAR
Analyst Ratings
From
Benzinga
DraftKings To Rally Over 38%? Here Are 10 Other Analyst Forecasts For Tuesday
August 08, 2023
Tickers
AXSM
BIIB
CHGG
COIN
Tags
Trading Ideas
ENTA
Small Cap
From
Benzinga
Cathie Wood Buys Shares Of Pacific Biosciences, Reduces Exposure To DraftKings And Genius Sports
August 07, 2023
Tickers
ACCD
ARKG
ARKK
ARKW
Tags
Pacific Biosciences
Markets
DraftKings
From
Benzinga
12 Consumer Discretionary Stocks Moving In Monday's Pre-Market Session
August 07, 2023
Tickers
AYRO
BNED
EBET
FRGI
Tags
Benzinga
XWEL
JOAN
From
Benzinga
Genius Sports Clocks 22% Growth In Q2 Revenues, Stocks Gain On Raised Annual Outlook
August 07, 2023
Tickers
GENI
Tags
Guidance
GENI
General
From
Benzinga
Earnings Outlook For Genius Sports
August 04, 2023
Tickers
GENI
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Earnings
GENI
Market News
From
Benzinga
'Walk Away From It': Jim Cramer On This US Telecom Service Provider
July 25, 2023
Tickers
ENVX
GENI
MCRB
SLB
Tags
Media
TMUS
Market News
From
Benzinga
3 Stocks Cathie Wood Is Buying That Should Be on Your List Too
July 16, 2023
Tickers
GENI
ROKU
TWLO
Tags
GENI
Market News
ROKU
From
Motley Fool
Expert Ratings for Genius Sports
July 11, 2023
Tickers
GENI
Tags
Benzinga
BZI/AAR
Analyst Ratings
From
Benzinga
The Good News Keeps on Rolling for This Cathie Wood Stock
July 11, 2023
Tickers
GENI
Tags
Recent Press Releases
GENI
Market News
From
Motley Fool
How These 2 AI-Linked Stocks Soared on a Tough Market Day
July 06, 2023
Tickers
DJI
DOCN
GENI
Tags
Market News
^IXIC
^DJI
From
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